· 11 min read
ASX solid-state battery stocks: LIS, CRR and ATC stages
A filing-based comparison of Li-S Energy, Critical Resources and Altech, separating semi-solid cells, lab research and a discontinued project.
Read insight →Research lens
Capital allocation
How companies and investors direct scarce capital, and what those choices imply for future returns.
Articles through this lens
14 research notes· 5 min read
Suncorp takeover: separate the bank sale from the Tokio Marine rumour
Separate the completed bank sale from the unconfirmed Tokio Marine report and test takeover-premium scenarios.
Read insight →· 11 min read
Pay off HELP or keep the money in your mortgage offset?
Compare a voluntary HELP repayment with keeping the same lump sum in a verified mortgage offset, using current rules, timing, liquidity and a same-date worksheet.
Read insight →· 14 min read
EV novated lease vs cash: the tax saving and the balloon
An EV novated lease can cut taxable income, but the residual, fees, HELP and offset cost can reverse the saving. Compare four options on one worksheet.
Read insight →· 8 min read
When an Australian Property Developer Enters Administration
A practical guide to Australian developer administration, off-the-plan buyer exposure, private-credit risk and the evidence that separates one project failure from system stress.
Read insight →· 7 min read
Long-term investing starts with when you’ll need the money
The discipline is to match each dollar’s horizon, loss capacity and review rule to the risk it funds
Read insight →· 12 min read
AI’s debt boom: where data-centre risk sits off balance sheet
Follow AI data-centre funding through bonds, private credit, SPVs and leases to see who carries construction, refinancing and demand risk.
Read insight →· 5 min read
AI exposure is not the end of work
How to separate AI task exposure from job loss, test a one-person AI business and control the risks of delegated software.
Read insight →· 5 min read
China AI is not one investment
How to separate China's power, robotics, models and property signals from the cash flows and holdings inside a China equity fund.
Read insight →· 8 min read
mRNA cancer-vaccine trials: phase 2b evidence versus phase 3
Learn how to separate a promising phase 2b mRNA cancer-vaccine result from phase 3 success, regulatory approval and an investable company link.
Read insight →· 5 min read
Australia’s electricity transition risk is a timing problem
Why Australia’s electricity transition depends on the delivery sequence for transmission, storage, firming, coal retirements and rising demand.
Read insight →· 9 min read
Reading ASX earnings beyond the headline
Use CSL, Cochlear, Challenger and BHP results to compare statutory profit, adjusted earnings, cash flow, margins, guidance and capital returns.
Read insight →· 5 min read
US steel tariffs helped BlueScope — but did not explain the result
US steel tariffs supported BlueScope's North Star mill, but realised spreads, utilisation, input costs and the wider portfolio determined the result.
Read insight →· 17 min read
Who captures the profit from AI investment: chipmakers or platforms?
Samsung, SK hynix, Alphabet and Amazon show where AI spending becomes cash flow, while Microsoft and Meta reveal commitments that current capex does not capture.
Read insight →