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’s $1.25 Billion Buyback Is Nearly Spent. Here’s What Investors Are Watching
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Telstra Group Limited’s $1.25 Billion Buyback Is Nearly Spent. Here’s What Investors Are Watching

Telstra Group Limited’s latest update to the ASX shows its expanded on-market share buyback is nearing completion. On May 8, the telecoms company reported it bought back another A$12.2 million worth of stock. Total outlay so far: about A$1.08 billion. With approval for up to A$1.25 billion, that leaves around A$168 million before the ceiling is hit. The timing is key here: investors won’t have a full window to react until Monday, with Telstra shares last seen at A$5.31, down 0.38% at 16:40 on May 8. The buyback arrives just as Telstra rolls out fresh mobile price hikes—a real test for customer loyalty at Australia’s largest telecom, as bills climb.
May 10, 2026
Australia Stock Market Week Ahead: ASX 200 Faces Budget, Wages and Oil Test
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Australia Stock Market Week Ahead: ASX 200 Faces Budget, Wages and Oil Test

Sydney—It’s May 11, 2026. The clock reads 03:06 AEST. Australian shares are bracing for a packed data calendar after Friday’s rout took out almost A$50 billion in value from the ASX 200. The index slumped 1.51% to 8,744.4, its sharpest drop in seven weeks, as investors held back ahead of key budget, wage, and confidence figures. Regular trading is set to restart at 10 a.m. Sydney time.
May 10, 2026
UK Stock Market Today: FTSE 100 Faces GDP Test After Third Weekly Drop
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UK Stock Market Today: FTSE 100 Faces GDP Test After Third Weekly Drop

FTSE 100 opens the week still feeling the weight of Friday’s 0.4% drop to 10,233.07—marking a third straight week in the red. Investors are eyeing a loaded UK data calendar, while Middle East tensions keep nerves tight. With London’s cash market closed on Sunday, regular trading gets going again Monday. Main session runs 8:00 to 16:30 local time. The real question now: will buyers actually step back in? But first comes Thursday’s UK GDP release, a check on whether growth was still holding up before rising energy bills started pinching households and businesses.
May 10, 2026
Evolution Mining Share Price Jumps 7% in Week as Gold and Copper Rally Put EVN Back in Focus
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Evolution Mining Share Price Jumps 7% in Week as Gold and Copper Rally Put EVN Back in Focus

Sydney—It’s 2:17 a.m. on May 11, 2026. Evolution Mining Limited surged 7.4% last week to finish at A$13.05, snapping investors’ attention back to the ASX gold and copper producer as money flowed into commodity stocks. Shares last changed hands Friday. The Australian cash market remains closed until the regular Monday open just before 10 a.m. Sydney time.
May 10, 2026
PLS Group Limited (ASX:PLS) Shareholder Shake-Up: MUFG Filing Puts Lithium Stock Back in Focus
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PLS Group Limited (ASX:PLS) Shareholder Shake-Up: MUFG Filing Puts Lithium Stock Back in Focus

Mitsubishi UFJ Financial Group Inc. reported holding 5.11% voting power in PLS Group Limited, according to a filing that’s drawn renewed attention to the Australian lithium producer’s shareholder list. The update came as State Street also bumped up its stake, with both disclosures posted on May 8, ASX records confirm. Timing is key here. Substantial holders—those with a minimum 5% stake in a company’s voting shares—are required to file these notices, offering the market a clear window into big institutional moves. That’s happening while lithium sentiment has bounced back from last year’s tough stretch.
May 10, 2026
Northern Star Resources Stock: $500 Million Buyback Runs Into One Hard Question
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Northern Star Resources Stock: $500 Million Buyback Runs Into One Hard Question

Investors are zeroed in on Northern Star Resources Ltd and its A$500 million share buyback as the gold miner faces pressure from an expensive mill expansion at Kalgoorlie. Shares closed at A$21.16 Friday, off 2.49% for the session, and still a long way from the 52-week peak of A$31.96. Timing is key here. Northern Star is juggling a shareholder payout while also ramping up investment to boost production down the line. On its website, the most recent release is a standard ASX filing from May 8—34,154 ordinary shares issued or transferred after performance rights conversion. No fresh operating news there.
May 10, 2026
Woodside’s $30 Billion Browse Gas Bet Hits Decision Point as Australia Eyes Bigger Tax Take
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Woodside’s $30 Billion Browse Gas Bet Hits Decision Point as Australia Eyes Bigger Tax Take

Woodside Energy Group’s $30 billion Browse gas project is edging closer to a potential federal go-ahead, possibly as early as next month. The massive undeveloped offshore gas resource is back on the radar for investors, just as Canberra gears up to reveal a lift in offshore gas-tax revenues. Timing is key here. Woodside is pushing ahead with major, long-term developments just as Australia’s gas policy is pulled in different directions: supply security, household energy costs, export cash, and climate concerns all competing for priority. Treasurer Jim Chalmers says the Petroleum Resource Rent Tax, which targets offshore oil and gas profits, is set to generate more revenue than earlier estimates. Still, the government isn’t planning to alter current tax rules.
May 10, 2026
ANZ Group Shares Go Ex-Dividend Monday as 83c Payout Tests Profit Turnaround
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ANZ Group Shares Go Ex-Dividend Monday as 83c Payout Tests Profit Turnaround

ANZ Group Holdings shares go ex-dividend on Monday, so anyone buying after that misses out on the bank’s A$0.83 interim payout. The dividend, scheduled for July 1, comes 75% franked—so Australian investors get tax credits on three-quarters of the amount. The deadline is here: ANZ notes that to snag the dividend, investors needed to own shares before the ex-dividend date. Those picking up shares on or after Monday miss out on this payout, though anyone selling on or after that date still holds onto the entitlement.
May 10, 2026
CSL Limited Share Price Faces New Test After A$1.06 Billion Buyback Ends
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CSL Limited Share Price Faces New Test After A$1.06 Billion Buyback Ends

CSL Limited heads into Monday’s local session with a fresh challenge for its share price. The biotech just wrapped up an on-market buyback, grabbing 6,406,976 ordinary shares for A$1.06 billion, according to an ASX filing dated May 5. The program had a US$750 million cap. Investors are still uneasy about the delayed CSL Seqirus separation and softer demand for flu vaccines in the U.S. The capital return landed as CSL shares sit close to their lows, rather than during an upswing. Shares finished at A$119.88, down 1.74%, after dipping to A$119.61. ASX trading reopens just before 10 a.m. in Sydney.
May 10, 2026
Westpac Banking Corporation’s New RBA Call Points to Two More Rate Hikes
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Westpac Banking Corporation’s New RBA Call Points to Two More Rate Hikes

Westpac Banking Corporation is now penciling in Reserve Bank of Australia rate hikes for August and September, scrapping its earlier call for moves in June and August. Chief economist Luci Ellis said a June hike remains possible—just not the “base case”—after the central bank suggested it had time to evaluate the fallout from the Middle East shock. Timing is key here: Westpac isn’t declaring the rate cycle finished. Hitting pause in June might offer short-term relief for borrowers, though the bank continues to advise clients to brace for more tightening as the year moves on.
May 10, 2026
NAB’s Monday Deadline: National Australia Bank’s $1.8 Billion Capital Push Comes Due
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NAB’s Monday Deadline: National Australia Bank’s $1.8 Billion Capital Push Comes Due

National Australia Bank Limited shareholders face a 5 p.m. AEST deadline on Monday to submit election notices for the interim dividend reinvestment and bonus share plans—timing that comes as the bank’s capital strength remains under scrutiny following a soft half-year performance. The interim dividend stands at 85 Australian cents, payable July 2, according to a recent filing. NAB’s move comes as the bank taps a discounted dividend reinvestment plan—known as a DRP—to boost capital by about A$1.8 billion, following a jump in bad-debt provisions and a hefty software write-down that sliced into profits. The DRP gives shareholders the option of taking new shares over a cash payout. NAB is pricing the shares at a 1.5% discount and underwriting part of
May 10, 2026
Commonwealth Bank of Australia Rate Rise Hits This Week as Borrowers Face Delayed Mortgage Pain
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Commonwealth Bank of Australia Rate Rise Hits This Week as Borrowers Face Delayed Mortgage Pain

Commonwealth Bank of Australia is set to raise variable home loan rates by 25 basis points this Friday, bumping its standard owner-occupier principal-and-interest reference rate up to 8.80% from 8.55%. Borrowers are inching closer to the full weight of this year’s Reserve Bank tightening. The bank said existing customers can check their new rate in NetBank and the CommBank app starting Saturday. Timing is key here. Plenty of mortgage holders haven’t yet felt the full brunt of the Reserve Bank of Australia’s three rate hikes this year. Canstar’s data insights director Sally Tindall told NewsWire that banks work out interest daily, but, as she put it, “they don’t ask you for that extra money straight away.” The latest bump is
May 10, 2026
BHP Group’s AI Iron Ore Fix Unlocks 1 Million Tonnes as Investors Chase Copper, AI Exposure
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BHP Group’s AI Iron Ore Fix Unlocks 1 Million Tonnes as Investors Chase Copper, AI Exposure

BHP Group Ltd’s bet on artificial intelligence in Western Australia could deliver a nearly 1 million metric tonne bump in annual iron ore output, according to industry reports out this weekend. Chief Digital Officer Mikko Tepponen, speaking at a resources event in Perth, pointed to computer vision as the key — a system of cameras and software picking out oversized rocks and stray materials before they reach the crushers. Timing is key here. The uptick isn’t about a fresh mine—rather, it suggests BHP is eking more output from its current Pilbara operations. Investors are watching to see if the miner can hold iron ore cash flow steady while ramping up its copper and potash bets. Back in April, BHP reported
May 10, 2026
AMD Stock Rally Hits a New Intel Problem After Apple Chip Deal Report
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AMD Stock Rally Hits a New Intel Problem After Apple Chip Deal Report

Advanced Micro Devices’ strong run is hitting a fresh snag tied to Intel. Now, investors have to juggle AMD’s AI server gains with a reported Apple manufacturing agreement that might boost faith in Intel’s foundry—or contract chipmaking—operations. The clock’s ticking. AMD delivered upbeat results and bumped up its outlook for AI-fueled server sales. Intel, meanwhile, jumped Friday, buoyed by a Wall Street Journal story flagging a tentative chipmaking agreement with Apple. With U.S. markets shuttered Sunday morning, traders are left waiting for the next move once trading kicks back in. AMD finished at $455.19, a gain of 11.4%. Intel closed at $124.92, up 13.9%.
May 10, 2026
Compass Group PLC Half-Year Results: The AI and Vermaat Questions That Could Move CPG Shares
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Compass Group PLC Half-Year Results: The AI and Vermaat Questions That Could Move CPG Shares

With half-year numbers due Monday, Compass Group PLC faces investor scrutiny over its ability to hold on to its 2026 profit target. The catering firm’s performance in workplace dining, growth tied to technology clients, and integration of its bigger European division are all in the spotlight. The timing is key here. The update lands before London traders return for a full day, and since April 1, Compass shares have started quoting in U.S. dollars instead of sterling pence on the London Stock Exchange. Compass has said the currency switch is aimed at cutting FX swings in the share price, with no impact on its LSE listing or FTSE index status.
May 10, 2026
SSE PLC Just Cleared A 158MW Wind Hurdle — Why Investors Are Watching May 28
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SSE PLC Just Cleared A 158MW Wind Hurdle — Why Investors Are Watching May 28

SSE PLC’s renewables division picked up planning approval, working with FuturEnergy Ireland, for a planned 158MW onshore wind project in North Mayo. The proposed Glenora Wind Farm—22 turbines in all, located near Ballycastle and Belderrig—adds another Irish development for the UK utility ahead of its full-year results expected later this month, SSE Renewables said Friday. Timing is key here: SSE wants to demonstrate progress in its renewables pipeline even as it shifts focus further toward grids and regulated electricity networks. The group’s five-year investment blueprint comes in at £33 billion. Back in April, SSE projected adjusted earnings per share — that’s profit per share minus certain items — would land between 147 pence and 152 pence for the year ended
May 10, 2026
Woolworths Shoppers Get Soft Plastic Recycling Back at 700 Stores After REDcycle Fallout
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Woolworths Shoppers Get Soft Plastic Recycling Back at 700 Stores After REDcycle Fallout

Woolworths Group has reintroduced soft-plastic recycling bins in over 700 supermarkets spanning five states, marking the return of its extensive in-store collection network after several years. According to the retailer, selected stores in South Australia were added to the program this week. The rollout follows a trial that kicked off in five Victorian stores back in February 2024. The timing isn’t subtle. Supermarket recycling in Australia has faced pressure since REDcycle folded in 2022, cutting off shoppers’ main option for recycling soft plastics like bread bags and chip packets. According to The New Daily, REDcycle’s parent company ended up liquidated after stockpiles surfaced across Victoria, NSW, and South Australia.
May 10, 2026
BT Stock Jumps as JPMorgan, Goldman Back Fibre Turnaround Ahead of Results
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BT Stock Jumps as JPMorgan, Goldman Back Fibre Turnaround Ahead of Results

BT Group stock jumped Friday, buoyed by upbeat research from JPMorgan and Goldman Sachs. The fresh endorsements gave more heft to Chief Executive Allison Kirkby’s turnaround push, coming just two weeks ahead of the British telecom group's full-year earnings release. BT shares jumped 6.6% to 236.20 pence, outpacing the rest of the FTSE 100 after JPMorgan upped its price target to 310 pence from 300 and reaffirmed its “overweight” call. Goldman Sachs held on to its “buy” rating while bumping up its mid-term dividend-per-share forecasts, according to Alliance News.
May 9, 2026
Legal & General Shares Hold Firm as 8.7% Yield and £1.2 Billion Buyback Face AGM Test
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Legal & General Shares Hold Firm as 8.7% Yield and £1.2 Billion Buyback Face AGM Test

Legal & General Group Plc closed out Friday barely budging, as its 8.67% dividend yield and £1.2 billion buyback remain front of mind heading into a shareholder vote slated for late May. After the London market wrapped, shares were quoted at 251.40 pence to sell and 251.45 pence to buy. The insurer has a 15.67p final dividend set for payout on June 4. Timing comes into play, with UK stocks sliding ahead of the weekend. The FTSE 100 finished 0.4% down at 10,233.07, marking its third consecutive weekly drop. Investors juggled renewed Gulf unrest, $100-plus oil, and setbacks for Prime Minister Keir Starmer’s Labour Party in local elections.
May 9, 2026
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