[BUY] Bellevue Gold (ASX: BGL) – Contractor Hiccup Masks a Looming Cash Flow Inflection
Bellevue Gold has handed investors a mixed set of results this reporting season. The FY26 result was better than the market expected, helped by...
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[BUY] Chrysos (ASX: C79) – Pipeline Depth Answers the FY27 Deployment Question
Chrysos delivered a strong FY26 result in August and the shares rallied about 20 per cent over two sessions, only to give back much of that gain as...
[BUY] Worley (ASX: WOR) – Growth Without the Lump Sum Risk
Worley is doing the thing that has historically ruined engineering companies. It is moving out of the drawing office and into the physical delivery...
[BUY] Qantas (ASX: QAN) – The Fleet Renewal Is the Margin Story
Qantas spent FY26 being read as a fuel story, and the fuel story was real enough. A $610 million increase in the fuel bill and $420 million of net...
[BUY] Amcor (ASX: AMC) – A 5.6% Yield as Volumes Turn
Amcor has spent two years being judged on everything except its own volumes. The Berry Global merger, the exit from North America Beverage, a string...