Inner Circle

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Oracle Corporation Common

Oracle kicked off Oracle AI World by introducing 25 AI agentic applications powered by Fusion Claw across ERP, HCM, Supply Chain, and Customer Experience to automate end-to-end enterprise workflows. Barclays reaffirmed an Overweight rating ($252 price target), pointing to accelerating cloud infrastructure expansion and a $664B backlog. All eyes turn to Oracle’s Investor Day Meeting tomorrow, Wednesday 28 October, where leadership will address data center financing, capital expenditures, and free cash flow targets.

Meta

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ASX:META

announcing plans to raise up to US$95 billion in equity to fund its massive infrastructure buildout and superintelligence roadmaps. The financing consists of an immediate $35 billion public offering ($22.5B in Class A stock and $12.5B in convertible preferred shares) and a planned $60 billion at-the-market program slated for early 2027. Notably, Nvidia, AMD, and Broadcom have expressed interest in purchasing up to $5 billion of Meta Class A shares in the transaction.

Greatland Resources

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Greatland Resources is a major Australian gold and copper producer operating the 100%-owned Telfer gold-copper mine and developing the adjacent Havieron project in Western Australia’s Paterson Province.

Following its transformational acquisition and consolidation of Telfer and Havieron, GGP transitioned into a large-scale, profitable producer with substantial cash generation.

Full-Year FY2026 Financial Results (Ended June 2026)

  • Revenue: A$2.26 billion, surging from A$957 million in FY2025.
  • Net Profit After Tax (NPAT): A$862.3 million, up ~155% from A$337.3 million in FY2025.
  • Earnings Per Share (EPS): ~A$1.26 – A$1.27 per share.
  • Operating Margins: Maintained robust profitability with operating margins near 60% and net margins around 38%.
  • Balance Sheet Strength: Fully eliminated bank debt, ending FY26 with a large net cash position and shareholders’ equity over A$2.22 billion.

Inner Circle

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Honeywell International Inc. – Common

Markets continue to digest Honeywell’s robust Q3 results from 22 October, which demonstrated 7% organic revenue growth and a 34% jump in adjusted EPS to $2.27 (beating the $2.16 consensus). Operating margin widened 640 bps to 14.8%. In its debut report following the separation of its aerospace business, management upgraded full-year 2026 outlook: adjusted EPS was raised to $8.40–$8.45 (from $8.05–$8.35), organic revenue growth lifted to 4%–5%, and free cash flow increased to ~$2.1B.