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.

NAB shares trail ASX 200 as RBA rate outlook stays in play
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National Australia Bank share price falls 0.9% as hawkish Fed hits ASX banks

National Australia Bank closed down 0.88% at A$37.34 Thursday, tracking losses across the financial sector after the Fed signaled possible U.S. rate hikes. NAB economists forecast no further RBA tightening in 2026, citing weak consumption growth. The bank began rolling out Databricks AI analytics, reporting time savings but no quantified cost impact.
June 18, 2026
Compass Group Drops 1.7% as Stock Goes Ex-Dividend; FTSE 100 Down
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Compass Group Drops 1.7% as Stock Goes Ex-Dividend; FTSE 100 Down

Compass Group shares fell 1.74% to $32.19 in London after trading ex-dividend Thursday; the 25.5-cent payout is due July 30. Adjusted for the dividend, the stock’s drop matched the FTSE 100’s 0.94% decline after a hawkish U.S. Fed. Compass will report third-quarter results on July 21. The company recently switched its London listing to U.S. dollars.
June 18, 2026
Barclays dips after BofA lifts target ahead of Bank of England call
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Barclays dips after BofA lifts target ahead of Bank of England call

Barclays shares fell 0.7% to 499.75 pence Thursday, giving back part of Wednesday’s 3.4% surge after BofA Global Research raised its price target. The FTSE 100 dropped 0.9% ahead of the Bank of England’s rate decision at noon, with the Bank Rate at 3.75%. UK inflation held at 2.8% in May, missing forecasts.
June 18, 2026
Mineral Resources trades near 52-week high as lithium sentiment picks up
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Mineral Resources trades near 52-week high as lithium sentiment picks up

Mineral Resources closed up 1.7% at A$71.97 in Perth on Wednesday, nearing its 52-week high after traders bought into lithium stocks. The materials sector rose 1.1%, outpacing the ASX 200. El Niño and new G7 support for critical minerals drew attention, but investors remain alert to project delays and rising costs as the miner restarts Bald Hill and expands Mt Marion.
June 18, 2026
Xero in focus before open as ASX tech stocks rally, Elston adds shares
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Xero in focus before open as ASX tech stocks rally, Elston adds shares

Xero closed Wednesday up 3.45% at A$74.58, leading gains among Australian tech stocks as the S&P/ASX 200 rose for a fourth straight session to 8,966.30. Elston Asset Management named Xero its biggest recent buy after a prolonged selloff. The company reported FY26 revenue up 31% to NZ$2.75 billion and forecast FY27 revenue as high as NZ$3.73 billion. ASX cash trading was set to open just before 10 a.m. Sydney time.
June 18, 2026
ASX Limited shares rise as tighter M&A vote rules sharpen focus on exchange operator
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ASX Limited shares rise as tighter M&A vote rules sharpen focus on exchange operator

ASX Limited closed at A$52.00, up 2.04%, as the S&P/ASX 200 rose 0.5% to 8,966 on Wednesday. ASX proposed a 25% cap on new shares for public M&A deals by large listed firms without shareholder approval, following criticism over recent takeovers. The exchange faces scrutiny after settling CHESS-related legal proceedings and agreeing to a A$20.5 million penalty. Comments on the rule change are due by July 29.
June 18, 2026
Transurban slips after traffic stalls, Canada pullout weighs
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Transurban slips after traffic stalls, Canada pullout weighs

Transurban closed down 1.19% at A$14.89 on Wednesday, marking its third straight loss as the S&P/ASX 200 rose 0.5%. May group traffic was nearly flat, up just 0.1% year-on-year. JPMorgan and Citi downgraded the stock and cut price targets. Transurban completed Sydney’s M7-M12 project and plans to sell its final Montreal A25 stake for C$280 million.
June 17, 2026
Evolution Mining up as gold stocks gain, Macquarie edges positive
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Evolution Mining up as gold stocks gain, Macquarie edges positive

Evolution Mining shares closed up 2.91% at A$13.46 Wednesday as gold stocks rallied, with the S&P/ASX 200 finishing at 8,966.30, its highest since April 15. Macquarie upgraded Evolution to Outperform but cut its price target to A$13.00, citing lower valuation multiples. Spot gold rose 0.3% to $4,344.47 an ounce. Evolution reports June quarter results on July 15.
June 17, 2026
Woolworths Falls as ASX Climbs; Margin Pressure Stays in Focus
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Woolworths Falls as ASX Climbs; Margin Pressure Stays in Focus

Woolworths closed down 1.25% at A$37.78 on Wednesday, underperforming the S&P/ASX 200, which rose 0.54% to 8,966.30. Investors weighed higher fuel costs and price cuts against recent sales gains. Woolworths has flagged more cost-cutting, including offshoring corporate roles. No new price-sensitive filings were posted in the latest session.
June 17, 2026
PLS Group edges higher after Ganfeng cuts stake, lithium still on radar
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PLS Group edges higher after Ganfeng cuts stake, lithium still on radar

Ganfeng Lithium’s GFL International sold 35.1 million shares in Pilbara Minerals (PLS) for about A$222 million, reducing its stake to 3.27%. PLS shares closed up 2.75% at A$6.36, outpacing the S&P/ASX 200’s 0.54% gain. Ganfeng said it will maintain commercial ties with PLS. Record March-quarter production and higher prices continue to support PLS stock.
June 17, 2026
CSL share price creeps up while ASX rally puts biotech to the test
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CSL share price creeps up while ASX rally puts biotech to the test

CSL closed Wednesday at A$106.79, up 0.51%, after trading between A$105.42 and A$107.48. Shares remain down 38.76% for the year despite a 7.36% weekly gain. The company is guiding for FY26 revenue of about $15.2 billion and expects around $5 billion in further non-cash impairments. Full-year results are due August 18.
June 17, 2026
NAB shares trail ASX 200 as RBA rate outlook stays in play
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NAB shares trail ASX 200 as RBA rate outlook stays in play

NAB shares fell 0.58% to A$37.67 Wednesday, underperforming the S&P/ASX 200, which rose 0.54%. The Reserve Bank of Australia kept its cash rate at 4.35% and did not rule out further hikes. NAB redeemed its Capital Notes 3 hybrid security as planned, paying holders A$100 per note plus a final distribution. CEO Andrew Irvine cited ongoing uncertainty in earnings forecasts.
June 17, 2026
BHP trades close to highs after Chile asset-sale talk puts copper in focus
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BHP trades close to highs after Chile asset-sale talk puts copper in focus

BHP shares closed at A$65.59, up 0.61%, with the ASX cash market shut. Reuters reported BHP plans to sell Chilean power transmission assets worth about $1.5 billion, supplying its Escondida and Spence copper mines. The move follows BHP’s shift toward copper, after copper earnings topped iron ore for the first time last half. BHP did not immediately comment on the reported sale.
June 17, 2026
Reckitt Moves Up as Buyback Continues Ahead of July Results
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Reckitt stock falls after finishing buyback as inflation jitters persist

Reckitt shares fell 0.8% to 4,603p on Wednesday, underperforming the FTSE 100. CEO Kris Licht warned of delayed inflation impacts from the Iran war and said more news on share buybacks will come with half-year results on July 29. The company completed a £1 billion buyback this week. Two new non-executive directors are set to join the board.
June 17, 2026
IMI trades close to record after buyback draws eyes to UK engineer’s cash
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IMI trades close to record after buyback draws eyes to UK engineer’s cash

IMI shares slipped 0.27% to 2,978p in late London trade Wednesday after the company bought back 100,670 shares for cancellation at an average price of 2,979.40p. The stock touched a session high of 3,003.16p and its market cap stood near £7.13 billion. IMI’s total voting rights will fall to 239,163,673 after settlement. The FTSE 100 was little changed as investors awaited the Bank of England’s rate decision.
June 17, 2026
British Land weaker with BoE outlook muting rent growth news
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British Land weaker with BoE outlook muting rent growth news

British Land shares fell 1.3% to 415p in late London trading Wednesday, lagging the broader market amid rate uncertainty after UK inflation held at 2.8%. The company’s 10.80p final dividend goes ex-dividend June 18. CEO Simon Carter and other executives bought 36 partnership shares each at 417.2p. Bank of America’s voting-right exposure dropped to 2.6%.
June 17, 2026
M&S stock down, trails FTSE ahead of Bank of England call
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M&S stock down, trails FTSE ahead of Bank of England call

Marks & Spencer shares fell over 3% to around 361p on Wednesday, underperforming the FTSE 100 as traders sold ahead of the Bank of England’s rate decision. The retailer reported a 23.8% drop in adjusted pretax profit last month, with cyberattack costs at £131.3 million. UK inflation held at 2.8% in May, missing forecasts. M&S continues to face pressure from rivals and ongoing cyber risks.
June 17, 2026
GSK stock ticks up in London while investors look at Nuvalent cancer deal
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GSK stock ticks up in London while investors look at Nuvalent cancer deal

GSK shares rose 0.6% to 1,962p in London on Wednesday, outperforming a weaker FTSE 100. Investors focused on GSK’s planned $10.6 billion cash buyout of U.S. biotech Nuvalent, its largest deal in over a decade. The acquisition gives GSK access to two late-stage lung cancer drugs but brings execution risks. GSK continued share buybacks, purchasing 1.10 million shares last week.
June 17, 2026
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