August 2025

Education

ASX Earnings Preview: Week starting August 11th

In a week with around 30% of the ASX200 reporting, we take a look at some of the best performers of the year so far and give you the context of where they are, where they are valued and what to focus on 
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Closing Bell

Closing Bell 8th August: ASX Retreats as Financials Weigh; GQG and QBE Slump

Australian shares eased on Friday, with the S&P/ASX 200 down 0.2% or 20.2 points to 8811.20 at 2:05pm AEST, though the index remains on track for its first weekly gain in three weeks, up 1.7%. Market sentiment softened as US President Donald Trump’s sweeping new tariffs—impacting over 90 countries—took effect, lifting the average US import rate to over 17%, the highest since the Great Depression.

Bulls vs. Bears

Weekend Edition Episode 80: Trump brings home semiconductor manufacturing with a big threat

In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.

Education

Fear Over Facts: The Market’s Mistake on Telix

When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.

Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Alpha Recommendations

Alpha Recommendation: Buy Barton Gold (BGD)

Barton Gold (BGD) is an ASX, OTCQB and Frankfurt Stock Exchange listed Australian gold developer targeting future gold production of 150,000oz annually, with ~1.6Moz Au JORC Mineral Resources (52.3Mt @ 0.94 g/t Au), multiple advanced exploration projects and brownfield mines, and 100% ownership of the only regional gold mill in the renowned central Gawler Craton of South Australia.

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