Oil at around US$114 a barrel is forcing investors to rethink where growth might come from next, as higher energy costs ripple through everything from transport to groceries. Australian fast growing businesses where insiders own meaningful stakes can offer a different lever, backed by people whose own wealth is on the line. This article walks through three such stocks pulled from our growth and insider ownership screen.
The three stocks highlighted here offer a compelling starting point if you want exposure to fast growing businesses where insiders have significant skin in the game. However, if you want the pick of this theme, these 27 high growth high conviction stocks are the best of the best.
Liontown (ASX:LTR)
Overview: Liontown is a Perth based minerals developer focused on the Kathleen Valley lithium project, supplying battery-grade material for EVs and energy storage.
Operations: Liontown generated A$639 million from exploration and development of minerals in Australia, with all reported revenue sourced domestically.
Market Cap: A$2.2 billion
Liontown taps directly into the screener theme because Kathleen Valley is a lithium growth project backed by committed management and meaningful insider alignment. This gives investors a more direct way to access that thesis rather than a side bet within a diversified mining portfolio.
"The company has initiated trials with higher contamination ore, achieving higher lithium recovery rates while maintaining strong recovery even with lower-grade material, which could improve net margins by optimizing processing costs over time."
What really matters from here is how one unresolved cost pressure interacts with that push for higher quality, more efficient lithium output.
To see how that cost pressure, insider alignment and the Kathleen Valley build all fit together, read the full narrative for Liontown for where the Liontown thesis could be headed next.
PDI Gold (ASX:PDI)
Overview: PDI Gold is a West African focused miner developing and operating the Kiniéro Gold Mine in Guinea, with growth tied directly to increasing gold production and refined-gold sales.
Operations: PDI Gold generates about $156 million from Kiniéro and $47 million from Nampala, with Kiniéro as the primary revenue driver.
Market Cap: A$3.5 billion
PDI Gold fits into this fast growing, high insider ownership theme because Kiniéro is already a major production engine, and management is openly leaning into that mine as the core growth story investors are effectively buying into.
"Although Kiniero is ramping strongly with low reported all in sustaining costs and high throughput, the reliance on oxide ore for the next few years means a later shift to harder material could lift unit costs and pressure margins once the current "oxide holiday" ends."
The real test comes when cost pressures reshape how much of that growth story ultimately flows through to sustainable margins.
That inflection point is exactly where the real story starts, and the full narrative for PDI Gold explains how PDI Gold could manage rising costs while continuing to drive its growth engine.
Codan (ASX:CDA)
Overview: Codan develops communications networks and metal detection equipment, with its mission-critical DTC and Zetron platforms closely aligned to government and public safety projects.
Operations: Codan generates about A$506 million from Communications and A$362 million from Metal Detection, with A$407 million recorded across other global regions.
Market Cap: A$10.3 billion
Codan appears in this fast growing, high insider ownership screen because its communications arm is linked to long-cycle public safety and defense spending. Management and analysts both describe potential for the business to scale further.
"Heightened geopolitical tensions, increased defense spending, and the need for resilient communications infrastructure, especially in light of remilitarization and growing demand for unmanned systems, are expanding Codan's customer base and forward order book in defense and public safety."
An important factor to monitor is how one emerging source of mission-critical demand reshapes the balance between earnings growth and valuation risk.
That balance between earnings power and valuation risk is exactly what the full narrative for Codan unpacks. It maps how Codan could keep accelerating even if sentiment wobbles.
Seeking Alternatives Before The Crowd
Fresh opportunities can develop quickly. Some are already building quiet momentum, while others remain under the radar for now. Review these curated ideas before the ideal entry window changes.
- Consider targeting steadier compounding by reviewing a curated 6 resilient stocks with low risk scores designed to help keep portfolio swings in check while the market focuses on the latest story.
- Explore structural themes with a focused 42 power grid technology and infrastructure stocks that concentrates on companies connected to critical infrastructure upgrades.
- Evaluate the next commodity narrative by scanning a refined 16 top copper producer stocks that emphasizes producers linked to long-term electrification demand.
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