Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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Further Analysis & Commentary
Xero Limited (ASX: XRO): Investment Analysis and Strategic Outlook
Introduction Xero Limited has become one of the most recognisable names in cloud accounting, and its journey from a New…
Rio Tinto Shelves Jadar Lithium Project as New CEO Refocuses on Costs and Capital Discipline
A Shift in Strategy Rio Tinto has shelved its $US2.4 billion Jadar lithium project in Serbia, marking a sharp strategic…
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
Alcoa Corporation (ASX: AAI): Equity Analysis
Company Snapshot Alcoa (AAI) mines bauxite, refines alumina, and smelts primary aluminium. Earnings swing with alumina and aluminium prices, and…
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Monthly Investor Memo
September 2025