august reporting season

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Lithium prices are surging and Kathleen Valley is ramping up. Liontown CEO Tony Ottaviano explains why this recovery could have legs.

Evolution posts a third straight record result. Fidelity's Cameron Taylor on the dividend lift, capex timing and gold's wild ride.

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.