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This week on As Barclay Sees It, we look at an asset class most Australians know well, but one that is becoming increasi...
20/10/2026

This week on As Barclay Sees It, we look at an asset class most Australians know well, but one that is becoming increasingly difficult to assess through a single lens: property.

Higher interest rates are weighing on borrowing capacity and residential prices in parts of Sydney and Melbourne, while tight vacancy rates continue to support rental income. At the same time, commercial property is diverging sharply by sector, with industrial, retail and selected living assets benefiting from different structural drivers.

The May budget has added another layer to the equation, with changes to negative gearing and capital gains tax beginning to influence how investors assess established residential property relative to other opportunities.

Heading into 2027, the property conversation is becoming less about whether the asset class remains attractive, and more about where within it the strongest risk-adjusted opportunities may sit.

Read the latest ABSI newsletter or subscribe for market insights from the BPC team.

19/10/2026

A company announcement is one part of the story. Research, conversations with management and the broader market backdrop add depth to the picture.

BPC Times brings these perspectives together, giving you a single point of reference for the companies, ideas and activity shaping our focus.

Explore BPC Times:
https://ap1.hubs.ly/H01s1gZ0

16/10/2026

Terrain Minerals (ASX: TMX) has strengthened its position heading into the next phase of exploration at Smokebush.

In this BPC Corporate Showcase update, Michael Bogoevski speaks with Executive Director Justin Virgin about the recent rights issue, the investment from Gandel Metals and the 86-hole / 10,905m RC drilling program across the project.

The discussion also explores the emerging tungsten opportunity and Terrain’s approach to capturing that potential value through a disciplined, partnership-led strategy.

With funding support in place and a substantial drilling program ahead, the update provides a clearer view of the catalysts that could shape Terrain’s next stage of growth.

Full video here: https://ap1.hubs.ly/H01rGKm0

This week on As Barclay Sees It, we look at the competing forces shaping gold: geopolitical risk, the US dollar and bond...
13/10/2026

This week on As Barclay Sees It, we look at the competing forces shaping gold: geopolitical risk, the US dollar and bond yields.

Gold continues to attract attention as uncertainty rises, but the investment case is more nuanced than a simple flight to safety.

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Read the latest ABSI: https://ap1.hubs.ly/H01r4jW0
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A stronger US dollar can weigh on bullion. Higher real yields increase the opportunity cost of holding an asset that produces no income. At the same time, geopolitical and energy risks can strengthen demand for protection while also adding to inflation pressures.

For Australian investors, there is another layer: movements in the Australian dollar can materially change the local gold price, while producer returns still depend on margins, costs, hedging and ex*****on.

The question is not simply whether uncertainty is rising, but which of these forces ultimately dominates.

Read the latest ABSI newsletter or subscribe for market insights from the BPC team.

12/10/2026

Terrain Minerals now has several workstreams progressing across its broader exploration story.

For investors, the value lies in understanding how those developments fit together.
BPC’s Terrain Minerals Investor Showcase provides a central point of reference for the company — bringing together project information, recent announcements, exploration updates and Corporate Showcase content from across the campaign.

As Terrain progresses its 86-hole, 10,905m RC drilling program and continues to advance the broader opportunity across Smokebush, the Investor Showcase gives investors a clearer way to follow the developments shaping the company.

Rather than viewing each announcement in isolation, the landing page provides the broader context behind Terrain’s progress, priorities and next steps.

Explore the Terrain Minerals Investor Showcase:
https://ap1.hubs.ly/H01r3Sd0

09/10/2026

What’s shaping the BPC View?

The answer sits across the work happening throughout Barclay Pearce Capital.

Research. Market commentary. Portfolio perspectives. Corporate activity. Conversations with companies and industry leaders.

BPC Times brings those threads together, giving investors a clearer view of the ideas, themes and developments currently influencing our thinking.

For those who want to understand not just what BPC is doing, but what is informing our perspective, BPC Times is the central point of reference.

Explore the latest from across the firm at BPC Times.
https://ap1.hubs.ly/H01qyhm0

07/10/2026

Brookside Energy operates in Oklahoma’s Anadarko Basin. Its shares trade on the ASX.

That distinction sits at the heart of an interesting question for investors: how should an Australian-listed US oil and gas producer be valued relative to its US-listed peers?

In this discussion, BPC’s Andrew Murphy asks Brookside Energy (ASX: BRK) Managing Director David Prentice why he believes Australia’s small-cap oil and gas market can leave producing companies underfollowed — and why Brookside sees a valuation disconnect with its US peer group.

The discussion remains particularly relevant as Brookside continues to advance development across its US operations.
Watch the discussion below.

Explore the Brookside Energy Investor Showcase:
https://ap1.hubs.ly/H01qxbH0

06/10/2026

Location can materially shape the pathway from discovery to development.

Terrain Minerals LTD (ASX:TMX) 100%-owned Smokebush Gold & Silver Project sits within an established Western Australian gold region, with existing mining infrastructure, nearby operations and potential regional processing options surrounding the project.

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Join the Chairman’s List: https://ap1.hubs.ly/H01qp9J0
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In this excerpt from our Corporate Showcase, Executive Director Justin Virgin explains why that setting — together with a granted Mining Lease at Lightning — is strategically important as Terrain looks to grow the resource and advance Smokebush through its next stages. For investors wanting to follow Terrain’s progress more closely, join the Terrain Minerals Chairman’s List for company updates and investor communications.

This week on As Barclay Sees It, we look at Firmus Technologies ahead of what is shaping up to be one of the most signif...
06/10/2026

This week on As Barclay Sees It, we look at Firmus Technologies ahead of what is shaping up to be one of the most significant ASX listings in decades.

Firmus is building large-scale AI data centre infrastructure across Australia, securing power, Nvidia GPU capacity and long-term contracts with some of the world’s largest AI companies.

At a reported valuation approaching $50 billion, the ambition is substantial. So too is the scale of Project Southgate, which is targeting 1.6 gigawatts of AI infrastructure capacity across Australia.

For investors, the significance extends beyond Firmus itself. A successful listing could influence how the ASX values AI infrastructure more broadly, while also giving Australian institutions a new avenue for direct exposure to the infrastructure underpinning the global AI buildout.

Read More: https://bit.ly/477S8EH

We unpack the business model, customer base, valuation and what the Firmus IPO could mean for Australian investors.

02/10/2026

In oil and gas, the quality of the resource is only part of the equation. The infrastructure around it matters too.

In this discussion with BPC’s Andrew Murphy, Brookside Energy (ASX: BRK) Managing Director David Prentice explains the advantage of operating in Oklahoma’s established Anadarko Basin — with access to pipelines, refining capacity and natural gas processing infrastructure already in place.

For Brookside, that infrastructure supports the pathway from development activity through to production and cash flow.
The point is particularly relevant as Brookside progresses the Sabres and Whalers wells at its Suttles Pad through completion operations and towards first sales.

Watch the discussion below.
Explore the Brookside Energy Investor Showcase:
https://bit.ly/4ypA6cW

General Advice Warning: This content is general in nature and does not constitute personal financial advice. Please consider your own circumstances and seek professional advice before making any investment decision.

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