Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.Read more

Curtiss-Wright could ride a wave of rising defense demand and renewed interest in nuclear power, helped by a strong order book and growing overseas customers. The big question is whether reliance on a few large government and energy projects—and fast-moving tech shifts—could derail the growth story.Read more