Energy & Utilities
ASX Investing: Where Retail Buzz Meets Real Investment Opportunity
A data driven look at short-interest, commodity cycles and structural demand drivers shaping pockets of opportunity on the Australian market.
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Further Analysis & Commentary
QIC Targets $500 Million Tilt Renewables Stake Amid Renewable Energy Surge
Queensland Investment Corporation (QIC) is spearheading efforts to acquire AGL Energy’s 20% stake in Tilt Renewables, valued at approximately $500…
Santos Faces Strategic Crossroads After $36.4 Billion Takeover Collapse
Santos Ltd (ASX: STO), Australia’s second-largest oil and gas producer, has encountered a significant strategic setback following the collapse of…
Fortescue Metals Group: Navigating the Commodity Cycle Amid Global Demand Shifts
Fortescue Metals Group Ltd (ASX: FMG) has been at the forefront of Australia’s mining sector for over two decades, and…
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Monthly Investor Memo
September 2025