· 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.
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Company cash flow
How operating performance, investment and financing choices turn into cash that a company can retain or distribute.
Articles through this lens
8 research notes· 12 min read
How a Fed rate hike reaches Australia: AUD, mortgages and ASX sectors
A practical guide to how a US Federal Reserve rate rise can affect the Australian dollar, RBA expectations, mortgages, banks, insurers and other ASX sectors.
Read insight →· 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 →· 7 min read
Australia's surcharge ban: calculate the cost after recovery stops
Compare card-processing fees, recovered surcharges and household checkout prices before and after Australia's surcharge ban, using worked examples.
Read insight →· 8 min read
Can Australia’s Power Grid Carry the AI Data-Centre Boom?
Australia’s data-centre opportunity is real, but a development announcement is not yet productive digital infrastructure.
Read insight →· 8 min read
What decides the winners in LLM platform competition
Model quality alone does not decide AI winners. Compare distribution, enterprise adoption, cost per accepted outcome, portability and cash flow by business model.
Read insight →· 8 min read
Why cheaper AI tokens do not prove a company is saving money
A practical way to measure enterprise AI cost per accepted outcome, separate cash savings from capacity, and test management’s ROI claims.
Read insight →· 9 min read
Ampol’s refinery windfall: what would make the 2026 surge last?
Ampol’s 2026 profit surge came from scarce refining capacity and wide product spreads. These indicators show when the windfall is fading.
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