Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

NEXTDC Shares Add 4.3% for the Week as AI Buildout Remains in View
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NEXTDC Shares Add 4.3% for the Week as AI Buildout Remains in View

NEXTDC shares closed at A$15.18 Friday, up 1.6% on the day, with 11.42 million shares traded as the S&P/ASX 200 fell 0.92%. Sharon AI, a NEXTDC client, raised US$1.6 billion for Australia-Asia expansion but did not announce new NEXTDC orders. NEXTDC is building the GE1 data centre in Geelong and expanding its S4 campus in Sydney. Contracted capacity reached 667 MW, with just 123 MW currently billing.
June 19, 2026
Predictive Discovery jumps 20% in the week while gold rally stalls
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Predictive Discovery jumps 20% in the week while gold rally stalls

Predictive Discovery closed at A$0.945 Friday, down 1.6% for the day but up 20.4% for the week, with turnover surging to 202.78 million shares. The rally followed a gold price spike above US$4,300 an ounce early in the week before gold retreated to US$4,144. No new company announcements were posted during the week. PDI’s recent merger added producing mines in Guinea and Mali.
June 19, 2026
Aristocrat Leisure Up 2.6% as Investors Look to Buyback, NFL Slots
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Aristocrat Leisure Up 2.6% as Investors Look to Buyback, NFL Slots

Aristocrat Leisure shares jumped 2.61% to A$54.95 Friday, outpacing the S&P/ASX 200’s 0.92% drop. The company bought back 172,923 shares for A$9.29 million this week, bringing total buybacks to about A$1.34 billion. Aristocrat is expanding its NFL Super Grand Champions slot rollout in North America. An investor briefing is scheduled for July 1.
June 19, 2026
Goodman Group Shares Hold Steady While A$2.65 Billion Brickworks Sale Draws Focus to Capital Strategy
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Goodman Group Shares Hold Steady While A$2.65 Billion Brickworks Sale Draws Focus to Capital Strategy

Goodman Group shares fell 2.5% Friday to A$31.50 after announcing a A$2.65 billion deal with GAIP to buy Brickworks’ industrial assets. Soul Patts expects net proceeds of A$1.89 billion after debt and costs. Goodman aims for A$14 billion in data-centre work-in-progress by June’s end. The S&P/ASX 200 closed down 0.9% at 8,828.70, dragged by a 5.6% drop in BHP.
June 19, 2026
Westpac shares up after RBA holds rates; investors still question value
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Westpac Shares Hold Steady at Week’s Close After Scrutiny Report

Westpac shares closed at A$35.01 Friday, down 0.43%, after APRA questioned over 20 bankers about control failures in its small-business unit. The stock ended the week nearly flat. Investors are watching May inflation and jobs data next week, along with Westpac’s 77-cent interim dividend set for June 26.
June 19, 2026
Barratt Redrow stock slides after Rebecca Napier announced as CFO
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Barratt Redrow stock slides after Rebecca Napier announced as CFO

Barratt Redrow named Rebecca Napier as CFO, effective Aug. 3, filling a key board vacancy amid a challenging UK housing market. Shares fell 0.9% to 261 pence late Friday, down 30.8% for the year. The next trading update is set for July 15. Napier previously held CFO roles at Britvic and British Airways.
June 19, 2026
Aviva Shares Up After Buyback Filing, Probitas Rebrand
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Aviva Shares Up After Buyback Filing, Probitas Rebrand

Aviva shares closed up 0.13% at 634.8 pence, outperforming the FTSE 100’s 0.3% drop. The insurer cancelled 52,762 shares and redeemed £113.8 million in subordinated notes after a regulatory-capital event. Aviva expanded specialty insurance and pension-support distribution but kept earnings guidance unchanged.
June 19, 2026
Tate & Lyle stock stays around 552p as discount to Ingredion bid sticks
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Tate & Lyle stock stays around 552p as discount to Ingredion bid sticks

Tate & Lyle traded near 552p in late London hours Friday, 43p below Ingredion’s 595p-per-share cash bid. The FTSE 250 slipped about 0.7% as risk appetite cooled. Tate & Lyle shares went ex-dividend for 13.2p on June 18; holders on June 19 will be paid July 31. The deal, backed by both boards and major shareholder Huber Equity, is set to close in the second half of 2027 pending approvals.
June 19, 2026
IAG shares slip after CEO downplays easyJet bid
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IAG shares slip after CEO downplays easyJet bid

IAG shares fell 1.9% to 454.4 pence in London after CEO Luis Gallego said EU competition rules make a takeover of easyJet “very difficult.” Investors approved a €0.05 final dividend per share, payable from June 29. IAG completed a €500 million buyback and started another. The company ended 2025 with a 15.1% operating margin but gave no new 2026 guidance.
June 19, 2026
Prudential share price slips as Hong Kong wealth scrutiny clouds Asia growth
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Prudential share price slips as Hong Kong wealth scrutiny clouds Asia growth

Prudential shares dropped 0.7% to 1,002.5 pence in London on Friday, lagging a nearly flat FTSE 100, as investors focused on China’s tighter controls on offshore wealth. The company’s June 18 sustainability roadshow offered no new earnings guidance. First-quarter new business profit rose 10% to $686 million, while annual premium equivalent sales climbed 6% to $1.823 billion.
June 19, 2026
Intertek Trades Near £58, Stays 3.4% Below EQT Offer Price
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Intertek Trades Near £58, Stays 3.4% Below EQT Offer Price

Intertek shares traded at £58.05 in London Friday, down 0.2%, as investors weighed EQT’s £61.077-per-share buyout offer. The deal, valued at about £9.5 billion including dividend, awaits shareholder and court approval, with meetings set by August 6. Only holders as of May 29 get the 107.7p dividend. The transaction could close late 2026 or early 2027.
June 19, 2026
Compass Group slips 1.3% with investors eyeing July update
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Compass Group slips 1.3% with investors eyeing July update

Compass Group shares fell 1.3% to $32.20 in London Friday, underperforming the FTSE 100’s 0.33% decline. Shareholders on record as of Friday will receive a 25.5-cent interim dividend, with shares trading ex-dividend since June 18. Compass posted first-half revenue of $25 billion and 12% growth in underlying operating profit. The next trading update is set for July 21.
June 19, 2026
BAE Systems share price edges higher as $535 million U.S. Army order adds visibility
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BAE Systems share price edges higher as $535 million U.S. Army order adds visibility

BAE Systems shares rose 0.4% to 1,847.5 pence in late-morning London trading after securing a $535 million U.S. Army artillery contract. The award covers additional M109A7 Paladin howitzers and M992A3 ammunition carriers but did not prompt a change to financial guidance. Half-year results are due July 30. The company also committed €50 million to European defence-tech venture funds.
June 19, 2026
Lloyds Shares Gain After Bank Buyback and BoE Rate View
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Lloyds Banking Group slips after Bank of England holds rates

Lloyds Banking Group shares fell 1.6% to 104.35 pence Friday after the Bank of England left rates unchanged at 3.75% in a 7–2 vote. Lloyds repurchased 5 million shares Thursday at an average 105.45 pence, part of a £1.75 billion buyback. Barclays and NatWest shares also declined. European markets slipped as risk appetite faded.
June 19, 2026
Lynas Rare Earths in focus Friday with G7 aiming at China reliance
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Lynas Rare Earths in focus Friday with G7 aiming at China reliance

Lynas Rare Earths fell 1.55% to A$17.82 Thursday, outpacing the S&P/ASX 200’s 0.62% drop, as investors reacted to new G7 efforts to cut reliance on China for rare earths. China reaffirmed its export controls, citing international norms. Lynas remains up 91% over the past year. COO Pol Le Roux will become interim CEO on June 30, replacing Amanda Lacaze.
June 19, 2026
Coles Group share price rises 1.1% as defensives beat ASX selloff
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Coles Group share price rises 1.1% as defensives beat ASX selloff

Coles Group shares rose 1.1% to A$23.37 on Thursday, outperforming the S&P/ASX 200, which fell 0.62%. The gain followed a 1.3% drop the previous session and came without new company updates. Investors shifted toward consumer staples as technology, mining, and energy stocks declined. Woolworths shares also advanced, highlighting sector-wide defensive buying amid steady interest rates and inflation concerns.
June 19, 2026
Cochlear Up 2.7% Even as ASX Falls, Profit Risks Linger
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Cochlear Up 2.7% Even as ASX Falls, Profit Risks Linger

Cochlear shares closed up 2.7% at A$114.29 on Thursday, outperforming the S&P/ASX 200’s 0.62% drop. The stock has rebounded 27% since its April low after a profit warning, but remains down 64% from last July’s peak. UBS cut its earnings estimates and price target, maintaining a Neutral rating. Cochlear cited hospital capacity, weak referrals, and Middle East disruptions as ongoing challenges.
June 18, 2026
Santos shares slide 9% over the week as oil risk premium slips
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Santos shares slide 9% over the week as oil risk premium slips

Santos shares closed at A$7.33 Thursday, down 0.4% and 9.2% lower since June 11. The company named Kate Vidgen as independent non-executive director, effective June 17. Oil prices fell as the U.S. and Iran reached an interim deal, easing supply fears and reopening the Strait of Hormuz. Santos is targeting higher output from Alaska’s Pikka project and aims to cut net debt by US$2.5 billion by 2030.
June 18, 2026
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