ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS): Reassessing Valuation After Long‑Serving Director Robert Millner AO Resigns

Aeris Resources (ASX:AIS) has just announced the immediate resignation of long serving Non Executive Director Robert Millner AO for personal reasons, prompting fresh questions about board composition and future strategic direction. See our latest analysis for Aeris Resources. The timing of Millner’s departure comes as investors have already been re-rating Aeris, with the share price at A$0.54 and a 30 day share price return of 21.35 percent. This has fed into a powerful year to date share...
ASX:L1G
ASX:L1GCapital Markets

L1 Group (ASX:L1G): Assessing Valuation After a 52% Year-to-Date Share Price Surge

L1 Group (ASX:L1G) has quietly delivered a strong year so far, with shares up more than 50% YTD as investors reassess its earnings growth, capital-light model and performance-driven fee streams. See our latest analysis for L1 Group. That strength is not just a one off spike, with the latest A$1.06 share price sitting on a solid year to date share price return of around 52 percent that signals positive momentum as investors lean into its scalable fee engine. If L1 Group has you watching...
ASX:NIC
ASX:NICMetals and Mining

Did Indonesian Approvals for Expanded Hengjaya Ore Sales and ITPS Just Shift Nickel Industries’ (ASX:NIC) Investment Narrative?

Nickel Industries recently secured Indonesian regulatory approval to lift its 2025 Hengjaya nickel ore sales quota to 10.5 million wet metric tons, alongside a five-year environmental permit enabling in-pit tailings storage and a limonite slurry pipeline. These approvals not only unlock higher ore sales but also embed new operational and environmental infrastructure that could underpin longer-term production plans aimed at the electric-vehicle battery supply chain. We’ll now examine how the...
ASX:WGX
ASX:WGXMetals and Mining

How Restarting Great Fingall’s High-Grade Mine At Westgold Resources (ASX:WGX) Has Changed Its Investment Story

Westgold Resources has restarted high-grade gold mining at the historic Great Fingall mine in Western Australia, delivering first production from this reef in more than a century and moving the asset from development into production. This restart is expected to make Great Fingall a cornerstone source of high-grade ore for Westgold’s Cue processing hub, supporting higher-quality feed alongside existing operations. We’ll now examine how bringing Great Fingall’s high-grade ore into production...
ASX:NST
ASX:NSTMetals and Mining

Northern Star’s Exploration and Renewables Drive Might Change The Case For Investing In Northern Star Resources (ASX:NST)

Northern Star Resources has recently accelerated its long-term push into large-scale exploration around existing hubs and expanded the roll-out of renewable power across its Australian gold operations, reinforcing its position as a flagship domestic producer. A key implication is that by tying mine-life extension efforts directly to lower-carbon, potentially more stable energy sources, the company is trying to secure operational flexibility and social licence at the same time, which could...
ASX:CSL
ASX:CSLBiotechs

CSL (ASX:CSL) Valuation Check After Robust Five-Year HEMGENIX Gene Therapy Results

CSL (ASX:CSL) has sparked fresh interest after unveiling five year HOPE B trial results for its gene therapy HEMGENIX, showing sustained efficacy and safety that could reshape reimbursement debates, especially in Australia. See our latest analysis for CSL. Yet despite a string of positives, from the new Melbourne vaccine facility to the ongoing buy-back and now the standout HEMGENIX data, CSL’s 1 year total shareholder return of around minus 34 percent and steep year to date share price...
ASX:TLX
ASX:TLXBiotechs

Does Telix (ASX:TLX) And Varian’s PSMA-PET Tie-Up Redefine Its Radiotherapy Moat?

Telix Pharmaceuticals recently announced a clinical collaboration with Varian, a Siemens Healthineers company, to combine its theranostic radiopharmaceuticals with external beam radiation therapy, initially focusing on PSMA-PET imaging in prostate cancer. This tie-up could broaden the role of nuclear medicine in radiation oncology by using Telix’s Gozellix and Illuccix to sharpen patient selection and treatment planning. Next, we’ll examine how this Varian collaboration around...
ASX:RMS
ASX:RMSMetals and Mining

Ramelius Resources (ASX:RMS) Is Up 7.3% After Announcing A$250m Buyback And Higher Dividend - What's Changed

Ramelius Resources has launched a A$250 million share buyback program, approved on 10 December 2025, to repurchase up to 73,964,497 shares (3.84% of its 1,924,864,769 issued shares) by June 2027 as a way of returning capital to investors. Alongside the buyback, Ramelius has lifted its minimum annual dividend to 2 cents per share and outlined a 5‑year growth plan targeting higher gold production, signalling confidence in cash generation and business expansion plans. We’ll now examine how...
ASX:BWP
ASX:BWPRetail REITs

BWP Trust (ASX:BWP): Valuation Check After Upgraded Half-Year Distribution Guidance

BWP Trust (ASX:BWP) has just guided to a higher half year payout, flagging a preliminary distribution of 9.58 cents per stapled security, up about 4% on the prior period. See our latest analysis for BWP Trust. The upbeat distribution guidance has landed against a supportive backdrop, with the share price at A$3.93 and an 18.73% year to date share price return pointing to rebuilding momentum, while the 1 year total shareholder return of 24.92% underlines how income plus modest growth has...
ASX:DXB
ASX:DXBBiotechs

ASX Penny Stocks To Consider In December 2025

As the Australian market shows signs of a potential rally to close out the year, investors are eyeing opportunities that extend beyond the major indices. Penny stocks, often associated with smaller or newer companies, continue to attract attention for their potential growth and value propositions. Despite being considered an outdated term by some, these stocks remain relevant as they can offer unique opportunities for those looking to explore under-the-radar investments with strong financial...
ASX:RGN
ASX:RGNRetail REITs

Does Region Group’s Ongoing Buy-back Clarify Its Capital Priorities for Investors (ASX:RGN)?

Region Group recently continued its on‑market buy-back of stapled securities, repurchasing more than 8.8 million units, including hundreds of thousands in the latest trading sessions, as part of its capital management efforts. This ongoing buy-back reduces the pool of outstanding securities, which can incrementally increase each remaining holder’s ownership share and influence future per‑security metrics. We’ll now explore how Region Group’s active on‑market buy-back program may affect its...
ASX:RWC
ASX:RWCBuilding

Does Reliance Worldwide’s (ASX:RWC) Pay Revolt Reveal Deeper Questions About Management Alignment?

In recent weeks, Reliance Worldwide’s AGM outcomes have drawn attention as nearly 2 million performance rights lapsed, shareholders delivered a second strike against the remuneration report, and the CEO received a new long-term equity incentive grant. This combination of unmet performance hurdles and visible shareholder pushback on pay has intensified scrutiny of the company’s governance and management alignment with investors. We’ll now examine how this governance tension, especially the...
ASX:ARG
ASX:ARGCapital Markets

Does Argo’s 5% Share Buyback Plan (ASX:ARG) Reshape Its Capital Allocation Narrative?

Argo Investments Limited (ASX:ARG) recently announced a share buyback program authorizing the repurchase of up to 35,018,817 shares, or 5% of its 760,112,620 shares on issue, for capital management purposes through to December 31, 2025. This board-approved capital management move is important because it can reduce the share count over time and signals confidence in the company’s balance sheet strength. We’ll now explore how Argo’s decision to repurchase up to 5% of its shares shapes the...
ASX:BAP
ASX:BAPRetail Distributors

Bapcor (ASX:BAP) Is Down 22.3% After Cutting FY26 Guidance And Flagging First-Half Loss

Bapcor Limited has downgraded its FY26 profit guidance and warned of a statutory net loss of A$5,000,000 to A$8,000,000 for the first half, driven by underperformance in its core Trade division, weaker tools and equipment revenue, and one-off restructuring costs. Analysts and investors are increasingly concerned that repeated downgrades, leadership changes such as the recent resignation of Lead Independent Director Mark Powell, and pressure on lending covenants point to a more difficult and...
ASX:TPG
ASX:TPGTelecom

The Bull Case For TPG Telecom (ASX:TPG) Could Change Following Triple Zero Outages And Capital Raise

In recent months, TPG Telecom has faced intense regulatory scrutiny and a Senate inquiry in Australia after multiple Triple Zero (000) emergency call failures involving outdated Samsung devices on its network, with the company working with authorities to investigate possible links to customer deaths and urging tens of thousands of affected users to update their software or replace handsets. At the same time, TPG completed a retail reinvestment plan that raised A$73.40 million to repay bank...