Australian Market Community
Our community narratives are driven by numbers and valuation.
Australian Investing Ideas
Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08
Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more
Bisalloy Steel Group will shine with a projected profit margin increase of 12.8%
This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more
WAM as a way to get into some future floats
Apparently WAM has a substantial share holding in pay.com ( as per article on 27/11/2925) It seems WAM only ever releases its top 20 holdingsRead more
Fiducian: Compliance Clouds or Value Opportunity?
Bad press is a problem for any company, and bad press involving misleading statements and compliance failures even more so. On 3 October 2025, Fiducian Group Ltd (ASX:FID) announced that ASIC had commenced civil proceedings against one of its subsidiaries, Fiducian Investment Management Services Ltd (FIMS).Read more
BHP: Positioning for the AI, Energy, and Food Security Supercycles
Catalysts What are the underlying business or industry changes driving this perspective? Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper.Read more
Tasmea Limited (ASX: TEA) has taken a bold strategic step with its acquisition of WorkPac Group
Why This Matters Diversified Service Offering: Tasmea already operates across four specialist segments—Electrical, Mechanical, Civil, and Water & Fluid. With WorkPac’s advanced recruitment engine, Tasmea now adds a Workforce Solutions segment , enabling rapid sourcing and deployment of skilled labour at scale.Read more
Lyc added to MSCI Australia Index 25/11
Lyc was added on 5/11/25 to the MSCI Australia Standard Index, tracked by well-traded ETF’s, taking effect on 25/11/2025. Recent price upgrades by UBS, Macquarie & Goldman Sachs.Read more
Niche business with a big future
A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.Read more
Cash-Rich and Overlooked: Is This Turnaround Stock the ASX's Best Kept Secret?
Imagine a retailer sitting on a mountain of cash that covers nearly 40% of its entire stock market value, with zero debt, and a dividend yield that dwarfs most of the market. Now, what if that same company, after being left for dead by investors, just posted a sharp rebound in sales and has a new CEO at the helm who is successfully reigniting the brand?Read more
