Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets.

Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026.

Can this momentum continue?

Stocks mentioned:

• Viva Energy (ASX: VEA)
• Lynas Rare Earths (ASX: LYC)
• Macmahon Holdings (ASX: MAH)
• Alcoa Corporation (ASX: AAI)
• New Hope (ASX: NHC)

Chapters:

00:00 Veeva Energy: Profits Won’t Last

02:57 Lynas Rare Earths: Too Much Priced In

05:06 McMahon Holdings: Nearing The Peak

07:23 Alcoa: Riding Supply Shock Higher

09:00 New Hope: Coal Demand Isn’t Dead

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.

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Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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