West African Resources (ASX: WAF): Record Production and Cash Surge
West African Resources (ASX: WAF) delivers record quarterly gold output, strong cash generation, and expanding reserves, reinforcing its position as West Africa’s leading unhedged mid‑tier gold producer with a clear path to 500 koz pas from 2027.
McMillan Shakespeare (ASX: MMS) Has an 8.4% Dividend Yield, should you buy?
McMillan Shakespeare (ASX: MMS) delivered strong FY2025 growth, driven by record customer retention, expanding EV leasing, and disciplined balance sheet management. Positioned for long-term demand in sustainable mobility, MMS offers recurring revenue, robust cash flow, and significant dividends.
Zip Co Limited (ASX: ZIP) — From BNPL Pioneer to Global Fintech Contender
Zip closed FY25 with what we consider a genuine inflection point: a record A$13.1bn in TTV and A$170.3m of group cash EBTDA — a level of profitability that would’ve sounded fanciful 18 months ago. The US arm is now the locomotive of the group, while ANZ has quietly rebuilt its margin spine. Momentum spilled straight into 1Q FY26, with TTV of A$3.9bn and cash EBTDA of A$62.8m, prompting management to hike US TTV guidance and expand the buyback to A$100m.
Can Zip Co (ASX: ZIP) Maintain Its Breakout Momentum to Clear Near-Term Resistance?
Zip Co is recovering from 2026 lows on record earnings, a buyback, and US growth via Stripe. Technically, it broke a downtrend with support near $2.00. Key risks: credit quality, US concentration, and competition.
QBE Insurance Group (ASX: QBE): High-Conviction Income and Compounding Returns
QBE Insurance Group (ASX: QBE) delivers disciplined underwriting, robust investment returns and rising capital returns, offering high-conviction, income-led exposure to global commercial insurance with upside from sustained double-digit ROE and capital-efficient growth.
Macquarie Group (ASX: MQG): A High‑Conviction Financial Powerhouse
Macquarie Group (ASX: MQG) delivers muscular earnings growth, disciplined capital management and diversified global momentum, positioning itself as Australia’s premier financial powerhouse with sustainable mid‑teen returns and expanding shareholder value.