This Month
Stand up to whinging gas giants
Readers’ letters on a controversial drawing in The Australian Financial Review, gas tax, replacing Jacinta Allan, and self-managed superannuation funds.
Stocks gossip site HotCopper deletes posts after ex-uranium boss sues
HotCopper has removed comments from contributors after former Boss Energy chief executive Duncan Craib took legal action in the WA Supreme Court.
Native title millions shrouded in secrecy
More than $15 million of mining royalties flowed into Rangelea Holdings but forensic investigators have found little trace of where it went.
Rio Tinto fights shareholder in last shootout over Kakadu uranium
A long battle between Rio Tinto and hedge fund investor Richard Magides over a Northern Territory uranium mine is in its final stages, with Rio urged to pay 55 per cent more.
February
L1’s bet against profitless tech stocks fuels massive returns
The hedge fund’s new global strategy has returned 92 per cent net of fees since it launched at the start of last year. Here’s how they did it.
Wall Street’s activist short sellers are returning to the ASX in force
Uranium explorer NexGen is the latest ASX darling to be targeted by US hedge funds. Electro Optic is another target that has come out swinging on Tuesday.
January
ASX uranium stocks go nuclear as prices rise to two-year highs
Some of the country’s biggest uranium miners are seeing shares surge amid investor interest in the nuclear fuel, and heavy buying by major funds overseas.
Caledonia’s wealthy backers see 0pc return in tough six months
While the Sydney hedge fund’s bet on poker machine maker Light & Wonder has been an enormous success, other big positions have performed poorly for months.
December 2025
Boss Energy shares crash on uranium mine downgrade
The honeymoon is over for the company after its stock price slumped to a four-year low on proof its South Australian site contains less minerals than expected.
Deep Yellow names new chief executive after investor backlash
Ex-Rio Tinto manager Greg Field will fill the gap left by the shock exit of uranium veteran John Borshoff.
November 2025
Deep Yellow brushes off investor backlash as strike fails to land
The uranium miner faced shareholder disquiet after the abrupt exit of its long-serving chief executive John Borshoff sent its stock sliding last month.
Paradice, Soul Patts join forces for showdown at Deep Yellow AGM
Paradice has upped its stake in the troubled uranium miner as disgruntled fund managers fly into Perth to attend the annual general meeting on Thursday.
Deep Yellow’s biggest shareholder takes aim after Borshoff exit plunge
Paradice is working with Arnold Bloch Leibler’s Jeremy Leibler and Leon Zwier on a potential move against the board of the $1.5 billion company.
Why this stock is a better pick than Rinehart’s rare earths bet
Geologist-turned-fund-manager Rick Squire has returned a massive 60 per cent in 12 months by investing in the speculative end of Australia’s mining sector.
October 2025
Uranium stocks surge as Trump’s nuclear deal hits short sellers
A huge rally in uranium stocks has mounted further pressure on hedge funds who have been forced to cover short positions in the sector.
Learn from Spain on gas pricing
Readers’ letters on gas pricing distortions, renewable and nuclear energy, Abbott’s lack of vision, Ley’s T-shirt tantrum and the need for a letter writers’ cabinet.
The hottest investment theme of 2025 is not gold
Investors are piling into uranium and defence, betting on rising global tensions and a surge in energy demand from the AI boom, says ETF provider Global X.
September 2025
Paladin Energy confirms $300 million capital raising
The placement’s offer price was fixed at $7.25 a share, representing an 8 per cent discount to the last close of $7.88.
Uranium player Paladin Energy readies $300m cash call via MacCap
Paladin was hoping to secure about $300 million in fresh equity, after its shares have fallen more than 14 per cent over the past 12 months.
Barrenjoey digs up Lotus Resources equity raising
The Perth-based uranium developer has tapped Barrenjoey Capital Partners to help it raise as much as $70 million.
