Alpha Insights

Analyst Corner

Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.

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End of week

19 Dec 2025 3 min

IPX Analysis: Response to Short Seller Report

Event: Response to Short Seller Report | Date: 2025-11-17 | Source: IperionX Press Releases IperionX Counters Short Seller Claims with Operational Reaffirmation On 17 November 2025, IperionX Limited released a statement responding to a short seller report from Spruce Point Capital Management, which questioned the company's technology, execution, and financials.
18 Nov 20253 min

ART Analysis: Airtasker Expands iHeartMedia Partnership and Raises $10M

Event: Airtasker Expands iHeartMedia Partnership and Raises $10M | Date: 2025-11-17 | Source: ASX Announcement Airtasker Doubles Down on US Growth with Expanded iHeartMedia Partnership and $10M Placement Airtasker Limited announced on 17 November 2025 an expansion of its strategic partnership with iHeartMedia, increasing the total media value to US$10 million
18 Nov 20253 min

PLT Analysis: Half-Year Results Announcement

Event: Half-Year Results Announcement | Date: 2025-11-14 | Source: ASX Release Plenti Posts Robust Half-Year Growth with Record Originations and Profit Surge On November 14, 2025, Plenti Group Limited released its half-year results for the period ending 30 September 2025, showcasing strong performance across key metrics. The company reported revenue of $149.
18 Nov 20253 min

ALQ Analysis: ALS Limited H1 FY26 Results Announcement

Event: ALS Limited H1 FY26 Results Announcement | Date: 2025-11-18 | Source: ALS Global Investor Relations Robust Volume Recovery Drives Strong H1 FY26 Performance ALS Limited released its H1 FY26 results on 18 November 2025, reporting underlying revenue from continuing operations of $1,659.6 million, up 13.3% from $1,464.
18 Nov 20253 min

BSL Analysis: BlueScope Steel 1H FY2026 Trading Update

Event: BlueScope Steel 1H FY2026 Trading Update | Date: 2025-11-18 | Source: BlueScope Investor Relations BlueScope Guides to Lower End of 1H FY2026 EBIT Amid Persistent Challenges BlueScope Steel provided a trading update during its Annual General Meeting on November 18, 2025, indicating that underlying EBIT for the first half of FY2026
18 Nov 20253 min

JHX Analysis: James Hardie Industries Q2 FY26 Earnings Results

Event: James Hardie Industries Q2 FY26 Earnings Results | Date: 2025-11-18 | Source: James Hardie Investor Relations Q2 FY26 Revenue Surges 34% on AZEK Acquisition, But Profit Dips Amid Integration Costs James Hardie Industries released its Q2 FY26 earnings results on 18 November 2025, reporting net sales of $1.292 billion, a
18 Nov 20253 min

TNE Analysis: Technology One FY25 Results

Event: Technology One FY25 Results | Date: 2025-11-18 | Source: ASX Announcement FY25 Results Deliver Record Profits and Special Dividend Despite Share Price Drop Technology One Limited (ASX: TNE) released its FY25 full-year results on 18 November 2025, reporting record revenue of $598.5 million, up 9.1% year-over-year, driven by strong
18 Nov 20253 min

PME Analysis: New US Contract Announcement

Event: New US Contract Announcement | Date: 2025-11-17 | Source: ASX Announcements Pro Medicus Lands $44 Million US Radiology Contract Pro Medicus announced a five-year, $44 million contract with Advanced Radiology Management (ARM), a US-based radiology services provider, for its Visage 7 Enterprise Imaging Platform. The deal, signed on 17 November 2025,
17 Nov 20253 min

XRO Analysis: Xero Limited H1 FY26 Results

Event: Xero Limited H1 FY26 Results | Date: 2025-11-13 | Source: Xero Investor Relations Xero Posts Strong 20% H1 Revenue Growth Amid Profit Surge Xero Limited released its half-year results for the period ended 30 September 2025 (H1 FY26) on 13 November 2025, reporting operating revenue of $1.2 billion, up 20%
14 Nov 20253 min

ORI Analysis: FY2025 Full Year Results

Event: FY2025 Full Year Results | Date: 2025-11-13 | Source: Orica Investor Centre Record EBIT and Strong Cash Flow in FY2025 Results Orica released its FY2025 full-year results on 13 November 2025, reporting record underlying EBIT of $992 million, up 23% year-on-year, driven by earnings growth across all segments and supported by
14 Nov 20254 min

GNC Analysis: GrainCorp FY25 Full-Year Results

Event: GrainCorp FY25 Full-Year Results | Date: 2025-11-13 | Source: GrainCorp Shareholder Information GrainCorp Reports Resilient FY25 Earnings with EBITDA at $308M GrainCorp released its FY25 full-year results on November 13, 2025, reporting EBITDA of $308 million, in line with its through-cycle target range of $285-325 million. Net profit after tax fell
14 Nov 20253 min

AUB Analysis: AUB Group Extends Exclusivity with EQT Amid Consortium Proposal

Event: AUB Group Extends Exclusivity with EQT Amid Consortium Proposal | Date: 2025-11-07 | Source: ASX Announcements AUB Group Fields Consortium Proposal from EQT and CVC AUB Group released an update on 7 November 2025 regarding ongoing discussions with EQT AB for a potential acquisition, now expanded to include CVC Asia Pacific
14 Nov 20253 min