Rudi Filapek-Vandyck
@filapek-vandyck.bsky.social
Editor of FNArena. I read, I research, and I learn every day. Here to share some of my thoughts and insights. Enjoy.
ASIC Watch: Ai Governance Tax Hits Insurers fnarena.com/index.php/20...
ASIC Watch: Ai Governance Tax Hits Insurers - FNArena.com
Australia's general insurers face a new mandatory cost --the "AI Governance Tax"-- forcing billions in defensive spending to meet FAR compliance and avoid algorithmic bias penalties before they can ca...
fnarena.com
December 22, 2025 at 9:40 PM
ASIC Watch: Ai Governance Tax Hits Insurers fnarena.com/index.php/20...
Outlook Intact Post Tech1’s FY25 Punishment fnarena.com/index.php/20...
Outlook Intact Post Tech1’s FY25 Punishment - FNArena.com
Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations as as the global technology sector is de-rated
fnarena.com
November 24, 2025 at 1:56 AM
Outlook Intact Post Tech1’s FY25 Punishment fnarena.com/index.php/20...
Sceptics Want Xero To Prove Melio's Added Value fnarena.com/index.php/20...
Sceptics Want Xero To Prove Melio's Added Value - FNArena.com
Despite strong underlying growth in the core accounting business, lower cost guidance and the general approval of analysts, shares in Xero fell after first-half results
fnarena.com
November 23, 2025 at 11:55 PM
Sceptics Want Xero To Prove Melio's Added Value fnarena.com/index.php/20...
Mader Group’s Competitive Advantages fnarena.com/index.php/20...
Mader Group’s Competitive Advantages - FNArena.com
Mader Group's casual workforce model, diversification into segments beyond mining maintenance, and strong earnings growth rate, have Macquarie initiating with Outperform
fnarena.com
November 23, 2025 at 11:53 PM
Mader Group’s Competitive Advantages fnarena.com/index.php/20...
Navigator Global Investments Breaks The Mould fnarena.com/index.php/20...
Navigator Global Investments Breaks The Mould - FNArena.com
New research on Navigator Global Investments highlights a business model with structural advantages over listed peers and potential to lift earnings above market expectations
fnarena.com
November 23, 2025 at 11:50 PM
Navigator Global Investments Breaks The Mould fnarena.com/index.php/20...
AI's Growth Meets Costs, Scale And Bottlenecks fnarena.com/index.php/20...
AI's Growth Meets Costs, Scale And Bottlenecks - FNArena.com
Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks
fnarena.com
November 23, 2025 at 11:49 PM
AI's Growth Meets Costs, Scale And Bottlenecks fnarena.com/index.php/20...
ALS Strikes Gold, With Upside Potential fnarena.com/index.php/20...
ALS Strikes Gold, With Upside Potential - FNArena.com
Rising demand for commodities testing, supported by the soaring gold price, provided a strong first half for ALS Ltd, and it appears there's more to come
fnarena.com
November 23, 2025 at 11:46 PM
ALS Strikes Gold, With Upside Potential fnarena.com/index.php/20...
Insurance Sector's AI Challenges Have Arrived fnarena.com/index.php/20...
Insurance Sector's AI Challenges Have Arrived - FNArena.com
Australia's general insurance sector faces its biggest threat in decades as AI-powered 'agentic commerce' threatens to bypass established brands entirely, forcing billions in defensive technology spen...
fnarena.com
November 7, 2025 at 5:19 AM
Insurance Sector's AI Challenges Have Arrived fnarena.com/index.php/20...
Material Matters: Energy Demand, Copper, Aluminium & Gold fnarena.com/index.php/20...
Material Matters: Energy Demand, Copper, Aluminium & Gold - FNArena.com
A glance through the latest expert views and predictions about commodities: US energy demand to resume growth; super-cycle in copper; investment in critical aluminium; downside risk for gold
fnarena.com
November 7, 2025 at 5:17 AM
Material Matters: Energy Demand, Copper, Aluminium & Gold fnarena.com/index.php/20...
October In Review: Growth Slips Value Rips fnarena.com/index.php/20...
October In Review: Growth Slips Value Rips - FNArena.com
October characterised a big rotation out of tech, healthcare and discretionary sectors into resources in anticipation of an improving global outlook
fnarena.com
November 7, 2025 at 5:15 AM
October In Review: Growth Slips Value Rips fnarena.com/index.php/20...
Tariff Uncertainty Negates ResMed's Q1 Positives fnarena.com/index.php/20...
Tariff Uncertainty Negates ResMed's Q1 Positives - FNArena.com
ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity
fnarena.com
November 7, 2025 at 5:13 AM
Tariff Uncertainty Negates ResMed's Q1 Positives fnarena.com/index.php/20...
The Quality Of Qualitas fnarena.com/index.php/20...
The Quality Of Qualitas - FNArena.com
Private credit is growing as an asset class in Australia, and brokers agree fund manager Qualitas stands out as best-practice operator in this field
fnarena.com
November 7, 2025 at 5:11 AM
The Quality Of Qualitas fnarena.com/index.php/20...
Will China’s Anti-Involution Policy Succeed? fnarena.com/index.php/20...
Will China’s Anti-Involution Policy Succeed? - FNArena.com
Chinese authorities want to address over-capacity in parts of the domestic economy, but authorities will act cautiously in the face of many uncertainties, T. Rowe Price's Clarence Li explains
fnarena.com
November 7, 2025 at 5:09 AM
Will China’s Anti-Involution Policy Succeed? fnarena.com/index.php/20...
Thumbs Up For Ramelius’ Ambitious Plans fnarena.com/index.php/20...
Thumbs Up For Ramelius’ Ambitious Plans - FNArena.com
Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources. FY26 marks the low point of ongoing gold production, according to management
fnarena.com
November 7, 2025 at 5:06 AM
Thumbs Up For Ramelius’ Ambitious Plans fnarena.com/index.php/20...
Market Not Valuing Pexa Group's UK Potential fnarena.com/index.php/20...
Market Not Valuing Pexa Group's UK Potential - FNArena.com
Pexa Group's first quarter results revealed strong growth in refinance activity while the UK benefited from a remortgage volume tailwind
fnarena.com
November 7, 2025 at 5:04 AM
Market Not Valuing Pexa Group's UK Potential fnarena.com/index.php/20...
FNArena Corporate Results Monitor - 07-11-2025 fnarena.com/index.php/20...
FNArena Corporate Results Monitor - 07-11-2025 - FNArena.com
FNArena's Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
fnarena.com
November 7, 2025 at 5:01 AM
FNArena Corporate Results Monitor - 07-11-2025 fnarena.com/index.php/20...
Insurance Sector's AI Challenges Have Arrived fnarena.com/index.php/20...
Insurance Sector's AI Challenges Have Arrived - FNArena.com
Australia's general insurance sector faces its biggest threat in decades as AI-powered 'agentic commerce' threatens to bypass established brands entirely, forcing billions in defensive technology spen...
fnarena.com
November 3, 2025 at 12:44 AM
Insurance Sector's AI Challenges Have Arrived fnarena.com/index.php/20...
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom fnarena.com/index.php/20...
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom - FNArena.com
Mandatory compliance and ageing infrastructure are driving a structural boom in Australia's water sector, validating companies pivoting to high-margin, recurring revenue models
fnarena.com
November 2, 2025 at 8:48 PM
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom fnarena.com/index.php/20...
Zip Conquering The US fnarena.com/index.php/20...
Zip Conquering The US - FNArena.com
A better than expected quarter for BNPL provider Zip Co was driven by a rapidly growing US customer base in a still underpenetrated market
fnarena.com
November 2, 2025 at 8:46 PM
Zip Conquering The US fnarena.com/index.php/20...
Valuation vs Sentiment For Pilbara Minerals fnarena.com/index.php/20...
Valuation vs Sentiment For Pilbara Minerals - FNArena.com
The US-Australia critical minerals investment agreement has driven lithium miner Pilbara Minerals' share price on sentiment, well above fundamentals, on most assessments
fnarena.com
November 2, 2025 at 8:43 PM
Valuation vs Sentiment For Pilbara Minerals fnarena.com/index.php/20...
Climate Risk is Silently Squeezing ASX Profits fnarena.com/index.php/20...
Climate Risk is Silently Squeezing ASX Profits - FNArena.com
Impacts from changing climate and weather patterns are increasingly showing up in corporate earnings releases. A sign investors should not ignore
fnarena.com
November 2, 2025 at 8:41 PM
Climate Risk is Silently Squeezing ASX Profits fnarena.com/index.php/20...
How Much Sandfire 'Premium' Is Justified? fnarena.com/index.php/20...
How Much Sandfire 'Premium' Is Justified? - FNArena.com
Shares in Sandfire Resources hold their ground following first quarter results showing progress at Motheo and Matsa, while a further growth option awaits
fnarena.com
November 2, 2025 at 8:37 PM
How Much Sandfire 'Premium' Is Justified? fnarena.com/index.php/20...
Anti-Vaxxers & China Cloud CSL's Future fnarena.com/index.php/20...
Anti-Vaxxers & China Cloud CSL's Future - FNArena.com
Falling vaccination rates in the US prompted a guidance downgrade at CSL, but was the market's reaction excessive?
fnarena.com
November 2, 2025 at 8:33 PM
Anti-Vaxxers & China Cloud CSL's Future fnarena.com/index.php/20...
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom fnarena.com/index.php/20...
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom - FNArena.com
Mandatory compliance and ageing infrastructure are driving a structural boom in Australia's water sector, validating companies pivoting to high-margin, recurring revenue models
fnarena.com
October 27, 2025 at 12:08 AM
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom fnarena.com/index.php/20...
Another Step-Change In Growth For SRG Global fnarena.com/index.php/20...
Another Step-Change In Growth For SRG Global - FNArena.com
Infrastructure services company SRG Global has announced another step-change in growth with the acquisition of a marine infrastructure services business
fnarena.com
October 26, 2025 at 11:45 PM
Another Step-Change In Growth For SRG Global fnarena.com/index.php/20...