ASX:MEI
ASX:MEIMetals and Mining

Assessing Meteoric Resources (ASX:MEI) Valuation After First Rare Earth Carbonate Output at Caldeira Project

Why Meteoric’s First Rare Earth Output Matters Meteoric Resources (ASX:MEI) has just delivered its first Mixed Rare Earth Carbonate from the Caldeira pilot plant in Brazil, a key technical proof point ahead of the Definitive Feasibility Study. With stable pilot throughput and full process water recovery demonstrated, the Caldeira Project is moving from concept toward potential commercial reality, sharpening Meteoric’s hand in upcoming offtake negotiations. See our latest analysis for Meteoric...
ASX:WGX
ASX:WGXMetals and Mining

Westgold Resources (ASX:WGX): Valuation Check as Great Fingall Moves from Development to High-Grade Production

Westgold Resources (ASX:WGX) has just crossed an important line at Great Fingall, moving from development into true production as it starts mining virgin high grade stopes to feed its Cue processing hub. See our latest analysis for Westgold Resources. That shift into high grade production at Great Fingall comes on top of a powerful re-rating, with Westgold delivering a 90 day share price return of 57.22 percent and a three year total shareholder return of 761.68 percent. This suggests...
ASX:NAB
ASX:NABBanks

The Bull Case For National Australia Bank (ASX:NAB) Could Change Following AGM Reforms And Dividend Decision

At its recent AGM on 12 December 2025, National Australia Bank shareholders approved changes to the company’s constitution, passed all core resolutions, confirmed completion of AUSTRAC remediation, and declared a fully franked final dividend of A$0.85 per share. The meeting also underscored NAB’s focus on business bank and deposit growth, proprietary home lending, and strengthened fraud prevention, while shareholder proposals on deforestation were rejected, signalling the board’s preferred...
ASX:ANZ
ASX:ANZBanks

How ANZ’s Executive Pay Cuts And CEO Lawsuit At ANZ Group Holdings (ASX:ANZ) Has Changed Its Investment Story

In December 2025, ANZ Group Holdings disclosed that former CEO Shayne Elliott had commenced legal action in the NSW Supreme Court over reduced long-term variable remuneration for 2025 and 2026, following the Board’s decision that Australian-based Group Executives (excluding those in acting roles) would receive no short-term variable pay for the 2025 financial year. This dispute puts a spotlight on how ANZ’s Board is applying APRA’s CPS 511 rules to align executive pay with risk and...
ASX:VUL
ASX:VULMetals and Mining

Vulcan Energy Resources (ASX:VUL) Is Down 10.9% After Major Phase One Funding Package Secured

Vulcan Energy Resources has recently secured a €1.19 billion (A$2.12 billion) multi-lender debt package and filed a large follow-on equity and rights offering, including several tranches of ordinary shares at A$4 per share, to fund its Phase One project. The involvement of institutions such as the European Investment Bank, multiple export credit agencies, and major commercial banks signals meaningful external confidence in Vulcan’s project financing structure and long-term funding...
ASX:DYL
ASX:DYLOil and Gas

Does Deep Yellow (ASX:DYL) Upgrade Highlight Its True Leverage To Future Uranium Price Moves?

Earlier this week, broker Ord Minnett upgraded its rating on uranium developer Deep Yellow from hold to accumulate, highlighting improved earnings expectations tied to potential uranium price gains by 2026. This shift in broker sentiment underscores how closely Deep Yellow’s investment case is linked to the broader uranium price outlook and earnings leverage. With uranium price expectations a key driver of Ord Minnett’s upgrade, we’ll now examine how this development shapes Deep Yellow’s...
ASX:JBH
ASX:JBHSpecialty Retail

How Investors Are Reacting To JB Hi-Fi (ASX:JBH) Major Institutions Cutting Their Stakes

Mitsubishi UFJ Financial Group and First Sentier Investors, along with related entities, have recently disclosed that they no longer hold substantial stakes in JB Hi-Fi, marking a shift in the company’s major institutional shareholder base. This withdrawal of large institutional holders coincides with technical indicators of increased selling pressure, raising questions about how JB Hi-Fi’s ownership changes could influence its future corporate direction. We’ll now examine how the exit of...
ASX:BOQ
ASX:BOQBanks

Assessing Bank of Queensland (ASX:BOQ) Valuation After Shareholder-Backed Appointment of Activist Director Stephen Mayne

Bank of Queensland (ASX:BOQ) just saw shareholders vote in activist campaigner Stephen Mayne as a director at its AGM, a rare non board endorsed win that puts governance and strategy firmly in focus. See our latest analysis for Bank of Queensland. The activism spotlight has landed on Bank of Queensland just as sentiment has been mixed, with the latest A$6.52 share price sitting against a slightly negative year to date share price return but a positive multi year total shareholder return...
ASX:BHP
ASX:BHPMetals and Mining

How BHP’s US$2 Billion Power Network Sale At BHP Group (ASX:BHP) Has Changed Its Investment Story

Earlier in December 2025, BHP Group agreed to sell a 49% stake in its Western Australia Iron Ore inland power network to BlackRock’s Global Infrastructure Partners for US$2.00 billion, retaining 51% ownership and full operational control while paying usage-linked tariffs over 25 years. The deal effectively converts a core-but-non-mining asset into cash that can be redirected toward areas like copper and potash growth, while partnering with a long-term infrastructure investor to support...
ASX:BWP
ASX:BWPRetail REITs

Will a 4.1% Interim Distribution Uplift Change BWP Trust's (ASX:BWP) Income-Focused Narrative?

BWP Management Limited, as responsible entity for BWP Trust, previously announced a preliminary interim distribution estimate of 9.58 cents per stapled security for the six months to 31 December 2025, with an ex-distribution date of 30 December 2025 and an expected payment on 27 February 2026. The 4.1% uplift in the BWP Trust distribution versus the prior period, with no conduit foreign income, highlights resilient domestic cash generation from its Australian property portfolio. We’ll now...
ASX:CIA
ASX:CIAMetals and Mining

Assessing Champion Iron (ASX:CIA) Valuation After Falling Returns On Capital Despite Heavier Investment

Recent analysis showing Champion Iron (ASX:CIA) ROCE sliding from around 47% to roughly 9% in five years has investors rethinking how effectively its heavier spending is translating into future profitability. See our latest analysis for Champion Iron. Despite those softer returns on capital, the market has been more upbeat lately. The 3 month share price return of 38.7% has pushed Champion Iron to A$6.24 and backed up a solid 1 year total shareholder return of 10.9%. If this shift in...
ASX:CYL
ASX:CYLMetals and Mining

How Does Catalyst Metals’ CFO Exit Shape Confidence in Its Financial Stewardship Story (ASX:CYL)?

Catalyst Metals Limited recently announced that its Chief Financial Officer, Elena O’Connor, has departed, with her responsibilities temporarily allocated across the senior leadership team while a search for a permanent replacement is underway. This transition places extra focus on how Catalyst Metals’ leadership manages financial oversight and continuity during a period of executive change. Next, we’ll examine how the CFO departure and the interim sharing of financial responsibilities might...
ASX:WBC
ASX:WBCBanks

How Westpac’s Constitution Changes and Profit Uplift Could Impact Westpac Banking (ASX:WBC) Investors

At its December 11, 2025 AGM, Westpac Banking Corporation approved amendments to its constitution amid recent operational disruptions, including an eftpos outage that temporarily affected merchant and eCommerce transactions. At the same time, the bank’s improved profit and net interest income trends, alongside an analyst ratings upgrade, are reshaping investor debate around its longer-term earnings outlook and risk profile. We’ll now examine how Westpac’s recent profit uplift and analyst...
ASX:NMG
ASX:NMGMetals and Mining

New Murchison Gold (ASX:NMG) Profit Swing Questions Earnings Quality Narrative

New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...
ASX:TLS
ASX:TLSTelecom

How Telstra’s AI-Driven Connected Future 30 Strategy and Regulatory Scrutiny Will Impact Telstra Group (ASX:TLS) Investors

Earlier in 2025, Telstra Group advanced its Connected Future 30 plan, sharpening its focus on a leaner, AI-driven connectivity business while continuing major share buybacks and emphasizing dependable dividends. At the same time, Senate inquiries into triple-zero emergency call failures heightened regulatory risk, raising the prospect of tougher laws, penalties, and mandated network upgrades that could affect Telstra’s costs and network planning. We’ll now examine how Telstra’s AI-focused...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP (ASX:AMP)’s Valuation as Class Action Settlement Signals Progress on Legacy Issues

AMP (ASX:AMP) has moved to settle a longstanding class action over historic adviser commissions with a proposed A$29 million agreement, aiming to draw a line under legacy conduct risks and refocus investors on its core operations. See our latest analysis for AMP. The announcement has landed against a backdrop of solid share price momentum, with AMP delivering a year to date share price return of 15.67 percent and a three year total shareholder return of 45.18 percent. This suggests investors...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST): Valuation Check as Exploration, Renewables and Capital Discipline Drive Long-Term Story

Northern Star Resources (ASX:NST) is drawing fresh attention as its recent share gains line up with a bigger strategic story, a heavy exploration program, renewable energy rollout and disciplined capital management. See our latest analysis for Northern Star Resources. The recent 90 day share price return of 28.9 percent, and a 12 month total shareholder return of 71.2 percent, suggest momentum is firmly building as investors reprice Northern Star’s growth pipeline and lower risk profile. If...