ASX:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation After Announcing a A$250 Million Share Buyback Program

Ramelius Resources (ASX:RMS) has kicked off a sizeable buyback, committing up to A$250 million to repurchase roughly 4% of its shares by mid 2027. This move is a clear signal of confidence at the board level. See our latest analysis for Ramelius Resources. The buyback comes after a powerful run in the shares, with a year to date share price return of about 69% and a three year total shareholder return above 300%. This suggests momentum is still firmly with the bulls, even if short term moves...
ASX:BFG
ASX:BFGCapital Markets

ASX Penny Stocks To Consider In December 2025

As the Australian market experiences a mixed performance with materials leading and IT and industrials lagging, investors are keenly observing sector shifts. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials.
ASX:BTR
ASX:BTRMetals and Mining

High-Grade Sandstone Hub Drilling And PFS Progress Could Be A Game Changer For Brightstar Resources (ASX:BTR)

Brightstar Resources has reported outstanding high-grade gold drilling results at its Sandstone Hub in Western Australia, including standout intercepts at the Bull Oak and Havilah deposits, while also confirming the past resignation of Non-Executive Director Ashley Fraser effective 2 December 2025. By running six drill rigs and feeding new data into an updated Pre-Feasibility Study due in 2026, Brightstar is sharpening its understanding of Sandstone Hub’s economic potential and its role as a...
ASX:CHC
ASX:CHCREITs

How Charter Hall’s Capital Reallocation And Higher Franked Payout At Charter Hall Group (ASX:CHC) Has Changed Its Investment Story

Charter Hall Group has completed a 42.28 cents per security capital reallocation between Charter Hall Limited and Charter Hall Property Trust, alongside approving a 24.83 cents half-year distribution (85% franked) for the six months to 31 December 2025, payable on 27 February 2026. This mix of internal capital reshaping and a higher, largely franked distribution highlights management’s focus on capital efficiency while supporting tax-effective income for investors. We’ll now examine how the...
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU) Is Down 8.9% After Pulling 2025 Synthetic Rutile Guidance Over Customer Uncertainty

In recent days, Iluka Resources withdrew its 2025 synthetic rutile production guidance due to uncertainty over a key UK customer agreement, prompting analyst downgrades and highlighting ongoing operational and market disruptions affecting its mineral sands and rare earths business. This shift draws attention to how sensitive Iluka’s outlook is to individual customer contracts, production reliability, and evolving tariffs and export controls in its core markets. We’ll now examine how the...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check as Investors Eye Piper Sandler Healthcare Conference Update

Mesoblast (ASX:MSB) steps into the spotlight this week as CEO Silviu Itescu presents at the Piper Sandler 37th Annual Healthcare Conference, and traders are watching for fresh color on strategy and late stage trials. See our latest analysis for Mesoblast. That anticipation has arrived on the back of a strong near term rebound, with a 1 month share price return of 27.03 percent and a 1 year total shareholder return of 65.88 percent, even though the year to date share price return remains...
ASX:BAP
ASX:BAPRetail Distributors

Bapcor (ASX:BAP): Reassessing Valuation After FY26 Guidance Cut, Trade Weakness and Turnaround Setbacks

Bapcor (ASX:BAP) has become a lightning rod for investor anxiety after slashing its FY26 profit guidance again, flagging a first half loss and fresh pressure in its core Trade division. See our latest analysis for Bapcor. The guidance cut has effectively reset expectations, with the 1 day share price return of minus 21.28 percent capping a year to date share price decline of 60.04 percent and a 5 year total shareholder return of minus 69.63 percent. This signals seriously fading momentum...
ASX:IMM
ASX:IMMBiotechs

Immutep (ASX:IMM): Valuation Check After Dr. Reddy’s Licensing Deal and New Phase II Breast Cancer Data

Immutep (ASX:IMM) has jumped onto investors radar after two meaningful updates: a lucrative licensing deal with Dr. Reddy’s for its cancer immunotherapy efti, and fresh Phase II breast cancer data reinforcing its development pathway. See our latest analysis for Immutep. The recent licensing deal and upbeat breast cancer data appear to have flipped sentiment, with a 1 month share price return of 25.49 percent and a 90 day share price return of 36.17 percent standing in contrast to a still...
ASX:PLS
ASX:PLSMetals and Mining

The Bull Case For PLS Group (ASX:PLS) Could Change Following Board Refresh And Global Strategy Shift

PLS Group Limited recently changed its name from Pilbara Minerals Limited and announced that long‑serving Non‑Executive Director Steve Scudamore AM will retire from the Board on December 31, 2025, to be succeeded by experienced director Robert Nicholson on January 1, 2026, alongside refreshed Board committee memberships. This combination of a new corporate identity and the addition of a mergers-and-acquisitions specialist with extensive Asian market experience signals a broader, more...
ASX:L1G
ASX:L1GCapital Markets

Has L1 Group’s 46.8% 2025 Rally Left Limited Upside?

If you are wondering whether L1 Group is still worth a closer look after its recent run, or if the easy gains are already gone, you are in the right place to unpack what the current share price really implies. The stock has climbed 46.8% year to date, even though it has dipped 2.9% over the last month and gained a modest 2.5% in the past week. This pattern often signals that investors are rethinking both its growth potential and risk profile. Recent coverage has highlighted L1 Group’s...
ASX:LYC
ASX:LYCMetals and Mining

Do Lynas Rare Earths’ (ASX:LYC) Governance Moves Clarify Or Complicate Its Critical Minerals Strategy?

At its November 26, 2025 AGM, Lynas Rare Earths approved the election of Kathleen Bozanic as a director, while investors weighed operational disruption headlines and an index profile change that sharpened focus on supply chain reliability. These developments, alongside fresh scrutiny of rare earth pricing assumptions and insider share sales for tax purposes, highlight how governance, operations, and market expectations are converging to reshape views on Lynas’s role in critical mineral...
ASX:ELV
ASX:ELVMetals and Mining

Record North American Output And Brownfield Expansion Could Be A Game Changer For Elevra Lithium (ASX:ELV)

Elevra Lithium, formed from Sayona Mining’s acquisition of Piedmont Lithium, recently reported record production at its North American Lithium mine and outlined a brownfield expansion aimed at lifting output and lowering operating costs. The expiry and cessation of nearly 14,900 unexercised options subtly reshapes Elevra Lithium’s capital structure, highlighting management’s focus on operational performance over equity dilution. With those developments in mind, we’ll explore how record North...
ASX:APA
ASX:APAGas Utilities

What APA Group (ASX:APA)'s Brigalow Peaking Power Deal With CS Energy Means For Shareholders

In late November 2025, APA Group announced a special call to discuss its Joint Development Agreement with CS Energy to develop and own the proposed Brigalow Peaking Power Plant. This collaboration highlights APA Group’s push further into peaking power generation, potentially enhancing its role in supporting grid reliability alongside renewables. We’ll now explore how the Brigalow peaking power partnership with CS Energy may reshape APA Group’s existing investment narrative and risk...
ASX:RPL
ASX:RPLCapital Markets

3 Promising ASX Penny Stocks With Under A$2B Market Cap

As Australian shares prepare for a mid-week rise, the market remains attentive to interest rate decisions both locally and in the U.S., with investors weighing their options amidst economic uncertainties. In this context, penny stocks—though often seen as relics of past market trends—still capture attention for their potential to unlock growth in lesser-known corners of the market. By focusing on companies with strong financial health, investors can find opportunities that balance stability...