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.

Telstra Group Limited Buyback Nears Finish Line After Fresh A$5 Million Share Purchase
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Telstra Group Limited Buyback Nears Finish Line After Fresh A$5 Million Share Purchase

On Wednesday, Telstra Group Limited snapped up 942,721 more ordinary shares, moving closer to the A$1.25 billion cap for its ongoing on-market buyback, according to a market filing. The on-market approach allows Telstra to repurchase its own listed stock directly through regular exchange trading. The news hits just as Telstra’s capital return stands out as a rare prop for the shares, with investors still eyeing proof that those higher mobile prices will hold up. According to the latest daily notice, Telstra shelled out or was on the hook for A$4.98 million in Wednesday’s buybacks, paying between A$5.24 and A$5.30 per share.
May 14, 2026
Evolution Mining Stock Keeps Rising: The Cash Flow Test Behind the ASX Gold Rally
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Evolution Mining Stock Keeps Rising: The Cash Flow Test Behind the ASX Gold Rally

Shares of Evolution Mining Limited edged up on Wednesday, finishing 0.6% stronger at A$13.40 after peaking at A$13.66. The Australian gold miner’s stock has now rallied roughly 11% in the past week. Trading stayed focused, with investors sticking to their cash-flow thesis. What’s driving attention now is Evolution’s shift: less focus on gold prices, more on how efficiently it’s capturing profits. The most recent quarterly numbers show group cash flow at A$406 million. Evolution reported a net cash position of A$42 million — so, cash on hand topped debt. Cash reserves totaled A$1.37 billion, and there’s nothing coming due on the debt side until fiscal 2029.
May 14, 2026
Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage
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Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage

Northern Star Resources Ltd reported that a portion of its enterprise resource planning system is still down following a cyber incident involving an undisclosed service provider. The Australian gold producer said it’s had to switch to manual procurement for now and has told suppliers not to expect payments to go through before May 21. According to the company, data backups are safe, restoration efforts are ongoing, and there’s no sign that supplier data held by Northern Star was breached. Its Pogo site in the U.S. wasn't impacted. Timing is crucial here. An enterprise resource planning system—ERP for short—handles back-office operations like purchasing, ordering, and invoicing. Northern Star happens to be deep into execution mode at its Kalgoorlie operations, with the
May 14, 2026
PLS Group Stock Hits Record High as Lithium Rally Puts Pilgangoora Back in Focus
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PLS Group Stock Hits Record High as Lithium Rally Puts Pilgangoora Back in Focus

PLS Group Limited shares slipped Wednesday after notching a new 52-week high earlier in the session. Still, the stock hovers close to all-time levels, with investors factoring in a stronger lithium recovery and the firm’s Pilgangoora mine in Western Australia. PLS finished at A$6.44 on May 13, slipping 0.92% for the day. Shares hit A$6.59 during the session—Google Finance calls that the 52-week high, with a market cap near A$20.74 billion.
May 14, 2026
Coles Group Discount Verdict Today: ‘Down Down’ Case Could Redraw Grocery Pricing
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Coles Group Discount Verdict Today: ‘Down Down’ Case Could Redraw Grocery Pricing

Justice Michael O’Bryan is expected to hand down his decision this morning on whether Coles Group Ltd’s supermarket division misrepresented its “Down Down” price deals—a ruling poised to test the advertising tactics used by Australia’s largest grocers. Proceedings kick off at 9:30 a.m. AEST, according to ABC News. The ruling carries weight right now, with grocery prices still a hot-button issue both politically and for shoppers. It could end up influencing how supermarkets advertise their discounts, whether you’re in the aisles or browsing online. The Australian Competition and Consumer Commission, or ACCC, is after declarations, penalties, costs and more under Australian Consumer Law—the legislation that prohibits false or misleading pricing claims.
May 14, 2026
Orica Limited Stock Alert: State Street Cuts Stake as Hydrogen Funding Picture Shifts
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Orica Limited Stock Alert: State Street Cuts Stake as Hydrogen Funding Picture Shifts

State Street and its subsidiaries have trimmed their stake in Orica Limited to 7.56%, or roughly 35 million shares, down from 8.6%. That's according to a new substantial-shareholder notice, which comes just days after the explosives manufacturer reported record first-half underlying earnings, drawing attention back to its share register. The ASX released the notice Wednesday morning in Melbourne. Timing’s crucial here. Orica shares finished the day at A$22.33, rising 0.77%. That puts them 8.19% higher than just a week ago. Now, investors are left to figure out if there’s any juice left after the results rally, with the stock set to go ex-dividend next week.
May 14, 2026
Santos Limited’s $400 Million PNG Gas Project Puts 2028 Growth Back in Focus
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Santos Limited’s $400 Million PNG Gas Project Puts 2028 Growth Back in Focus

Santos Limited has greenlit the Agogo Production Facility tie-in project in Papua New Guinea, opting to boost gas output for the current PNG LNG system instead of constructing a separate export terminal. The move came after the PNG LNG joint venture—where Santos owns a 39.9% stake—signed off. Timing is key here. Santos wants the market focused on ramping up output and hitting project milestones, especially after setbacks like the Barossa holdups and missing first-quarter targets. Shares finished Wednesday at A$7.68, gaining 1.59%—this after a 0.53% lift the day before.
May 14, 2026
Paladin Energy Shares Plunge 12% as Uranium Profit Masks a Cash-Flow Squeeze
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Paladin Energy Shares Plunge 12% as Uranium Profit Masks a Cash-Flow Squeeze

Paladin Energy Ltd shares tumbled Wednesday, shedding 12.05% to close at A$11.17, as investors reacted to new filings. The Australian uranium producer posted an accounting profit, but a significant operating cash outflow grabbed attention, raising new questions about the Langer Heinrich mine’s ramp-up in Namibia. Trading volume reached 6.88 million shares. This matters for Paladin as the company shifts from simply restarting to the tougher challenge of converting increased output into real cash flows. Langer Heinrich is closing in on full mining and processing, but for investors, the focus is now less on production headlines and more on when shipments go out, when customers pay, and how costs line up.
May 14, 2026
Mineral Resources Stock Hits 52-Week High as Lithium Rebound, Debt Cuts Draw Buyers
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Mineral Resources Stock Hits 52-Week High as Lithium Rebound, Debt Cuts Draw Buyers

Shares of Mineral Resources hit their highest level in a year on Wednesday, as the Western Australian miner drew fresh buying. Investors responded to the company’s uptick in production guidance, pared-down debt, and a stronger lithium market, fueling the stock’s sharp rerating. Shares on the ASX finished the day at A$70.62, a 1.1% gain. The stock touched A$71.79 during the session, hitting its highest level in a year and putting the company’s market cap near A$14 billion.
May 13, 2026
WiseTech Shares Hit Again as DSV CargoWise Exit Tests AI Growth Story
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WiseTech Shares Hit Again as DSV CargoWise Exit Tests AI Growth Story

WiseTech Global shares slid for a second day running as DSV, among the world’s biggest freight forwarders, said it’s moving off WiseTech’s CargoWise platform, opting instead for its own Tango and Star systems. Shares ended Wednesday at A$38.53, down 3.2%, following Tuesday’s 5.9% drop, according to exchange data from StockAnalysis. In just two sessions, the logistics software company has tumbled roughly 8.9%.
May 13, 2026
Why CAR Group’s Shareholder Shake-Up Is Suddenly in Focus
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Why CAR Group’s Shareholder Shake-Up Is Suddenly in Focus

Melbourne — It’s May 14, 2026, 07:07 AEST. CAR Group Limited reported that First Sentier Group Limited, along with related entities connected to Mitsubishi UFJ Financial Group, are no longer substantial shareholders in the online vehicle marketplace operator. The update injects another twist into what’s already been an active week for the company’s share register. Details on the number of shares offloaded or the value of the transaction weren’t included in the disclosure.
May 13, 2026
Goodman Group Shares Rise as Data Centre Bet Faces Its Next Test
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Goodman Group Shares Rise as Data Centre Bet Faces Its Next Test

Shares of Goodman Group popped higher in Sydney late Wednesday, as investors circled back to the company’s move away from warehouses toward data centres ahead of its trading update due later this month. At 16:41 AEST on May 13, the stock traded at A$31.30, marking a gain of A$0.43, or 1.39%. Over the past week, shares rose 5.14%, according to market data. The timing’s key. Goodman’s investor calendar puts a Q3 FY26 operational update on May 26, offering a close-up soon on whether the company is actually converting its limited supply of powered land—those hard-to-find sites with locked-in electricity for data centers—into leased, funded projects.
May 13, 2026
Wesfarmers Limited Shares Get a Budget Lift — Why the Bunnings Owner Still Faces a Rates Test
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Wesfarmers Limited Shares Get a Budget Lift — Why the Bunnings Owner Still Faces a Rates Test

Wesfarmers Limited managed a gain on Wednesday, finishing at A$71.55, up 0.35%, even as the S&P/ASX 200 slipped 0.47%. The stock, which dipped to A$70.80 earlier in the session, attracted buyers looking for consumer-discretionary exposure after recent losses. The group owns both Bunnings and Kmart. Why it counts: Wesfarmers is exposed to both household spending and housing-driven demand—two big hot spots in Australia’s economy right now. On Wednesday, consumer discretionary shares climbed 2.94%, buoyed by housing-focused budget measures and a lift from peers like JB Hi-Fi and Breville.
May 13, 2026
Woodside Energy’s $35 Billion Browse LNG Project Faces Its Biggest Approval Test Yet
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Woodside Energy’s $35 Billion Browse LNG Project Faces Its Biggest Approval Test Yet

Woodside Energy Group’s Browse LNG project, stalled for years, is now back in the headlines after a Deloitte report commissioned by Woodside pegged the total capital cost at A$48.7 billion—around $35.2 billion. That’s a sharp jump from the A$27.3 billion figure the company cited in 2019. Timing is crucial here. ABC reported that after an eight-year wait for a call on the offshore Browse project, Woodside might finally get an answer soon, with Australia’s environment department potentially sending its final recommendation—approve or reject—to Environment Minister Murray Watt as early as next month.
May 13, 2026
Macquarie Stock Dodges Australia’s Bank Rout as Profit Beat Forces a Second Look
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Macquarie Stock Dodges Australia’s Bank Rout as Profit Beat Forces a Second Look

Shares of Macquarie Group bucked the slide in Australian banks on Wednesday, edging up after its better-than-forecast annual result and a resilient commodities unit drew investor attention. The stock finished at A$236.80, up A$2.60, or 1.1%, on May 13—even as Commonwealth Bank of Australia’s provision surprise rattled the sector. That’s crucial: Macquarie isn’t seeing the same treatment as a typical mortgage bank. CBA shed almost A$30 billion in market cap following higher provisions and investors’ reactions to budget tweaks on negative gearing—the rental-property tax offset—while shares of Westpac and National Australia Bank slid as well.
May 13, 2026
Aristocrat Leisure Shares Surge 13% as A$1 Billion Buyback Changes the ASX Story
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Aristocrat Leisure Shares Surge 13% as A$1 Billion Buyback Changes the ASX Story

Shares of Aristocrat Leisure Limited surged Wednesday, following the gaming-machine maker’s latest results. First-half earnings came in higher, and the company tacked another A$1 billion onto its share buyback. That move helped offset flat revenue. The stock finished at A$51.94 on May 13, up roughly 13% from Tuesday’s close of A$45.85, according to company share data. For Aristocrat, the stakes are clear: it needs to prove its North American casino-machine operations, social casino division, and online real-money gaming business still have room to grow—even as currency shifts muddy the top-line picture. In the six months to March 31, revenue came in at A$3.03 billion. That's a slight dip of 0.2% on a reported basis. Strip out currency moves, though, and
May 13, 2026
ANZ Group Shares Slide as CBA Rout Rocks Australian Banks in Dividend Week
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ANZ Group Shares Slide as CBA Rout Rocks Australian Banks in Dividend Week

Shares of ANZ Group Holdings slipped Wednesday, caught in the downdraft after Commonwealth Bank of Australia suffered a record one-day plunge. The rout hammered big Australian bank stocks, adding strain for ANZ as it trades through a crucial dividend period. Why does it matter? The selloff extended beyond CBA, sparking a rethink among investors on mortgage growth, bank margins, and the risks tied to housing policy—specifically after Australia’s federal budget floated changes to property-investment tax breaks.
May 13, 2026
CSL Limited’s $5 Billion Write-Down Leaves One Big Question: Is the Turnaround Still Alive?
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CSL Limited’s $5 Billion Write-Down Leaves One Big Question: Is the Turnaround Still Alive?

CSL Limited managed to halt its slide Wednesday, clawing back some ground after a steep drop. The company rattled investors this week with news of roughly US$5 billion in new non-cash impairments and a lowered fiscal 2026 forecast, sharply altering sentiment around the Australian biotech. Shares finished the day at A$98.79, inching up 0.24%, though the price remains a bruising 58.8% lower over the past year, according to market data. It’s not just a single disappointing trading update at this point. CSL — long seen by Australian investors as a reliable healthcare name — is scrambling to shore up trust, but there’s still no permanent CEO in place. The overhang from the Vifor acquisition back in 2022 continues to drag
May 13, 2026
Why Fortescue Ltd’s A$150 Million Native Title Hit Matters for Pilbara Miners
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Why Fortescue Ltd’s A$150 Million Native Title Hit Matters for Pilbara Miners

Fortescue Ltd must pay A$150 million to Yindjibarndi traditional owners for cultural loss linked to its Solomon Hub iron ore site in Western Australia, after a landmark native title decision in Australia. The Federal Court also assessed economic loss at around A$100,000 plus interest, according to the company. The ruling is drawing attention right now because miners, lenders, and Indigenous groups finally have a new court-backed figure for “native title” compensation—the amount tied to Indigenous land and water rights under Australian law. There’s also a more precise value being assigned to cultural loss—that’s harm to sites, connection, and Country—something not tracked the way commercial losses are.
May 13, 2026
BHP Group Stock Jumps as Incoming CEO Signals Copper Deal Push
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BHP Group Stock Jumps as Incoming CEO Signals Copper Deal Push

Brandon Craig, who’s set to take over as BHP Group Ltd’s chief executive, isn’t ruling out smaller deals or new partnerships. The world’s biggest listed miner is once again positioning copper as a core pillar of its growth strategy, with an eye on opportunities beyond 2035. Copper’s brushing up against all-time highs as Craig steps in on July 1 — timing that matters, with big miners feeling the squeeze to lock down supply. BHP said Craig’s priorities: more exploration, teaming up with industry rivals, and chasing bolt-on acquisitions. Those are the targeted deals that build on what the company’s got, not sweeping overhauls.
May 13, 2026
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