25 September 2025
Generation Development (GDG): From little things, big things grow
We have initiated coverage on Generation Development (GDG) with a price target of $8.20 and a Buy recommendation.
22 September 2025
Orica (ORI): Explosive stuff
We have initiated coverage on Orica (ORI) with a price target of $23.00 and a Buy recommendation.
15 September 2025
Select Harvests (SHV): Almond prices bounce back
Almond prices have surged amid growing doubts over the USDA’s 3.0bn lb forecast, lifting Select Harvests’ (SHV) earnings outlook and maintaining its Buy recommendation.
9 September 2025
Lynas Rare Earths (LYC): Priced for perfection
LYC raises its price target to A$9.35/share, driven by its 'Towards 2030' strategy and a strong balance sheet supporting future growth.
5 September 2025
GrainCorp (GNC): Crop Report delivers another record
GrainCorp (GNC) gains from ABARE’s record September crop forecast, lifting FY26e NPAT by 16% and the target price to $9.10.
26 August 2025
PWR Holdings (PWH): Power on
FY25 revenue met expectations for PWR, with strong cash flow. While EBITDA and NPAT slightly missed forecasts, the outlook remains positive with growth potential across key sectors.