Weekenders

Oil & Gas Is Back on the Market's Radar

Weekender

15 min

I've always had a soft spot for frontier, “swing for the fences”, ultra high risk-reward oil & gas exploration stocks in Africa. And over the last couple of years it feels like there hasn’t been a major drill campaign that has properly caught the markets undivided attention. With thousands of punters eagerly following updates on rig mobilisation, spud date, drill depth updates and trying to understand technical oil & gas mambo jumbo in drilling progress reports. And if you are extremely lucky - oil & gas shows, a new discovery... and (not even the norm anymore these days) a big share price pop

Sunday Edition: 12th April

14 min

Our biggest first Investment ever and checking in elsewhere

16 min

Sunday Edition: 5th April

17 min

Triple-Crown Supercycle: The 3 Incoming Global Buildouts

17 min

Sunday Edition: 29th March

22 min

Broken or Sprained? What the Market's Telling Us Right Now

20 min

Sunday Edition: 22nd March

Weekender

Mar 22, 2026

22 min

Here you can find links to everything we wrote last week, plus some interesting stuff we came across on our travels.

Why things may settle down soon, even if they… Don’t

Weekender

Mar 21, 2026

10 min

The market certainly sucked this week. So much so that on Friday morning I decided to take a rare day off and get away from the market horrors being fed to me on my screen. To surprise the family with a weekday trip to a nearby children's farm… No good was coming from helplessly watching the market carnage unfold. So I turned off the screen and went to stare at some giant pigs rolling around in the mud instead.

Sunday Edition: 15th March

Weekender

Mar 15, 2026

21 min

Yesterday we wrote about the “SaaSpocalypse” being overdone. We think there are currently some great ASX listed SaaS businesses out there with share prices that have taken a big haircut in recent weeks, and valuations are very attractive during peak SaaSpocalypse fear. We also provided an update on each of our favourite themes for 2026. (silver, gold, military metals, AI metals, robot metals, energy and oil & gas) Silver is still one of our favourite themes for the next 12 months. (waiting for that next leg up in the silver price that should lift all silver stocks)

We Survived the SaaSpocalypse (Here is Our Next Move)

Weekender

Mar 14, 2026

20 min

Ever had a breathless stockbroker call you and generate huge amounts of FOMO about a company to get you to put money into a capital raise? (it works) Then a week later when the stock is trading at 20% below the placement price you wonder why you got so hot and bothered on the phone call? All these “AI is going to disrupt everything” announcements are sort of like that… except at a global scale. Has your company ditched its software systems for AI vibe coded replacements yet? Probably not.

Sunday Edition: 8th March

Weekender

Mar 8, 2026

21 min

Here you can find everything we wrote about last week, plus some interesting stuff we came across on our travels. On Friday afternoon after market, the S&P Dow Jones Indices announced changes to the ASX indices, which will be effective from Monday March 23rd. A few of our Portfolio Stocks are climbing into the All Ordinaries Index...

Weekenders