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
Australia’s Clean Energy Boom Faces a Critical Grid Reality Check
Australia clean energy investment is hitting record highs, yet the nation’s electricity grid is struggling to keep pace. With more…
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…
POSCO MinRes Lithium Deal Signals Shift From China
Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…
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Monthly Investor Memo
September 2025