Browsing Tag
Barrenjoey
3 posts
REA Group (ASX: REA) shares jump as Q3 FY2026 result lifts cost guidance and confirms residential recovery
REA Group fell 9.6% on H1 results in February. Today's Q3 print rewrites that thesis. Listing volumes are back, yield is at 14%, costs are being held.
Pinnacle Investment Management (ASX: PNI) share price jumps 5% after Pacific Asset Management completion
Pinnacle just closed the $419m PAM deal and the stock bounced 5%. Affiliate FUM hits $202.5bn. Performance fees are the next test in July.
Finder Energy (ASX: FDR) accelerates KTJ first oil to late 2027 with SLB and TIMOR GAP long-lead commitments
Hormuz is shut, Brent is above US$106, and Finder Energy is paying for subsea hardware before FID. The acceleration logic on KTJ is now obvious.