Here are two situations that have recently been described as "transformational" where I would be prepared to bet on a positive outcome.
As the burgeoning demand for AI infrastructure, electrification, the 'energy transition' and defence systems intersects with years of under-investment in mining, many commodities are surging in price and top of the tree is copper. Here are two producers that stand out in terms of value they offer at current share prices.
Here are two small-cap stocks that look to be very good buying at current prices.
I maintain that 'founder-led' companies make up a fascinating little cohort of the ASX and here are two great examples, in very different businesses, that appear to be good buying at current prices.
Tungsten is one of the most crucial of all of the critical minerals groups but doesn't get much press. Tungsten also plays a growing role in military technologies, AI and the mooted energy transition. The high-tech defence demand for tungsten is really burgeoning. Here's a look at the Australian-listed producers.
Here are three stocks among the 'mid-cap' stocks that appear to offer good entry points.
This week I’m looking at two minnow food producers on the ASX that both have quite impressive export stories. Here are two minnow food producers […]
Australia hosts a big component of the ancillary industries that service mining. ALS Limited is the big one but two companies are emerging on the global scene, with world-class technology developed in Australia.
This week, I'm looking at the rest of the ASX-listed cardiac health cohort – all of which have different angles in heart health.
Here are three companies in the thriving (though small) sector of the ASX biotech world that are working to get to the heart of cardiac health. All three have unique approaches to it.
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