Australian IT Stock News

ASX:S32
ASX:S32Metals and Mining

South32 Weighs West Musgrave Bid And Future Copper Nickel Growth

South32 (ASX:S32) is reported to be the leading contender to acquire BHP's West Musgrave copper nickel project. The company is said to be in an advanced stage of the bidding process for the asset. The potential deal would increase South32's exposure to copper and nickel, two key transition metals. South32 is a diversified resources group with a portfolio that includes base metals and other commodities. The West Musgrave project would add a large copper nickel operation to that mix. For...
ASX:DBI
ASX:DBIInfrastructure

How A$350 Million 6.234% Note Issue At Dalrymple Bay Infrastructure (ASX:DBI) Has Changed Its Investment Story

Dalrymple Bay Infrastructure Limited recently completed an A$350 million medium-term note offering, issuing fixed 6.234% corporate notes maturing in 2031 to strengthen its funding profile. This new fixed-income issue adds a sizable layer of long-term debt that could influence future distributions, interest costs, and overall capital structure flexibility. We’ll now explore how this sizeable 6.234% fixed-rate note issue could reshape Dalrymple Bay Infrastructure’s income-focused investment...
ASX:SLX
ASX:SLXMachinery

Assessing Silex Systems (ASX:SLX) Valuation After BNY Mellon Exits As A Substantial Shareholder

Institutional exit puts Silex Systems in focus BNY Mellon and its group entities have ceased to be substantial shareholders in Silex Systems (ASX:SLX) as of 12 March 2026, drawing attention to how this change could influence liquidity and governance. See our latest analysis for Silex Systems. Despite appearing repeatedly on ASX downtrend scans and recording a 30 day share price return of negative 24.53% and a year to date share price return decline of 41.30%, Silex Systems still shows a 1...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals (ASX:TLX) Is Up 12.9% After TLX101-Px NDA Resubmission and U.S. Build-Out News – Has The Bull Case Changed?

In March 2026, Telix Pharmaceuticals resubmitted its New Drug Application to the FDA for TLX101-Px (Pixclara), an investigational PET imaging agent for distinguishing recurrent or progressive glioma from treatment-related changes in adults and children, incorporating additional data requested after a prior Complete Response Letter and supported by Orphan Drug and Fast Track designations. A key differentiator is that 18F-FET imaging like TLX101-Px is already referenced in international glioma...
ASX:BTR
ASX:BTRMetals and Mining

A Look At Brightstar Resources (ASX:BTR) Valuation After Its A$175 Million Follow On Equity Offering

Follow on equity offering reshapes Brightstar’s capital base Brightstar Resources (ASX:BTR) has completed a A$175 million follow on equity offering at A$0.50 per share, issuing more than 350 million new ordinary shares at a A$0.025 discount to the offer price. The transaction, structured as a subsequent direct listing, includes tranches of 105,602,938 shares, 243,397,062 shares and a further 1,000,000 shares. This materially expands the company’s equity base and gives investors fresh context...
ASX:EVN
ASX:EVNMetals and Mining

Assessing Evolution Mining’s Valuation After Fresh Analyst Upgrades And Growing Momentum At Key Sites

What triggered the latest interest in Evolution Mining? Recent analyst upgrades have put Evolution Mining (ASX:EVN) back on many investors’ radars, with JPMorgan and RBC Capital both pointing to operational performance, cash flow and a supportive backdrop for gold. See our latest analysis for Evolution Mining. Evolution Mining’s share price has pulled back recently, with a 15% 1 month share price return and a 2% year to date share price return. However, the 1 year total shareholder return of...
ASX:TWE
ASX:TWEBeverage

A Look At Treasury Wine Estates (ASX:TWE) Valuation After US Launch And Distributor Dispute Settlement

US product launch and dispute settlement put Treasury Wine Estates in focus Treasury Wine Estates (ASX:TWE) has launched its Frame of Mind wine range in the US and settled a dispute with Republic National Distributing Company, developments that are drawing fresh attention to the stock. See our latest analysis for Treasury Wine Estates. Despite the fresh US product launch and dispute resolution, Treasury Wine Estates’ 30-day share price return of a 22.88% decline and 1-year total shareholder...
ASX:WDS
ASX:WDSOil and Gas

Why Woodside Energy Group (ASX:WDS) Is Up 9.7% After CEO Appointment and Pluto LNG Expansion Approval

Woodside Energy has recently confirmed Elizabeth (Liz) Westcott as its new Chief Executive Officer and Managing Director, while also securing approval from the Western Australia government to export around 2.80 million tonnes of additional LNG via the Pluto project in exchange for supplying 23 petajoules of extra domestic gas by 2029. These moves combine leadership continuity with an expanded LNG export pathway that could influence how investors assess Woodside’s long-term project portfolio...
ASX:PNR
ASX:PNRMetals and Mining

Stronger Half-Year Earnings And EPS Might Change The Case For Investing In Pantoro Gold (ASX:PNR)

Pantoro Gold Limited reported past half-year results for the period ended December 31, 2025, with sales of A$238.6 million and net income of A$56.45 million, both higher than the prior year. The sharp improvement in basic and diluted earnings per share from continuing operations points to meaningfully enhanced profitability across Pantoro Gold’s core business. We’ll now examine how Pantoro Gold’s stronger earnings per share performance shapes the company’s investment narrative and future...
ASX:ALD
ASX:ALDOil and Gas

A Fresh Look At Ampol (ASX:ALD) Valuation After Recent Share Price Momentum

Recent share performance and business snapshot Ampol (ASX:ALD) has drawn investor attention after a period of steady share price moves. The stock last closed at A$33.11 and has shown positive returns over the past month and past 3 months. The company operates across Fuels and Infrastructure, Convenience Retail and New Zealand segments. It generated A$31,365.5m in revenue and A$82.4m in net income, with reported annual revenue growth of 2.95% and net income growth of 27.64%. See our latest...
ASX:LYC
ASX:LYCMetals and Mining

A Look At Lynas Rare Earths (ASX:LYC) Valuation After New Samarium Oxide Milestone And US Defense Deal

Lynas Rare Earths (ASX:LYC) has produced samarium oxide ahead of schedule at its Malaysia plant and signed a four year, A$96 million supply deal with the U.S. defense sector, sharpening investor focus on its rare earths exposure. See our latest analysis for Lynas Rare Earths. The latest supply deal and early samarium oxide output come after a strong run in the shares, with a 60.3% 90 day share price return and a 164.41% 1 year total shareholder return indicating that momentum has been...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s Valuation As New CEO Appointment Highlights Copper And Potash Growth Focus

BHP Group (ASX:BHP) has set up a leadership handover, with Brandon Craig to take over as CEO on 1 July 2026. This signals a focus on copper and potash growth projects. See our latest analysis for BHP Group. The CEO succession news comes after a weaker patch in the share price, with a 30 day share price return of 8.32% and a 7 day return of 5.16%. These declines contrast with a 12 month total shareholder return of 28.71% and a 5 year total shareholder return of 70.42%. This suggests longer...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check As First R&D Day Puts Pipeline And Growth Plans In Focus

Mesoblast (ASX:MSB) is drawing fresh attention after announcing its inaugural R&D Day in New York City on April 8, 2026. At the event, leadership and external experts will outline corporate strategy and pipeline plans. See our latest analysis for Mesoblast. Those R&D Day plans come after a tough stretch for the share price, with a 30 day share price return of a 14.11% decline and a year to date share price return of a 25.27% decline, even though the three year total shareholder return is up...
ASX:WAF
ASX:WAFMetals and Mining

A Look At West African Resources (ASX:WAF) Valuation After Strong 2025 Earnings And Kiaka Ramp Up

West African Resources (ASX:WAF) has caught investor attention after reporting strong 2025 earnings, supported by higher gold sales, the ramp up of the Kiaka production centre, and solid output from Sanbrado. See our latest analysis for West African Resources. Despite a softer patch recently, with a 30 day share price return of 19.94% decline and a year to date share price return of 5.86% decline from A$2.89, the 1 year total shareholder return of 25.65% and 3 year total shareholder return of...
ASX:CSL
ASX:CSLBiotechs

Is CSL’s US$3 Billion US Manufacturing Push Altering The Investment Case For CSL (ASX:CSL)?

Earlier this month, CSL broke ground on a major expansion of its Kankakee, Illinois manufacturing facility, aiming to boost plasma-derived therapy and albumin output using its patented Horizon 2 process while adding at least 300 new pharmaceutical roles and about 800 construction jobs. This multiyear U.S. build-out, part of more than US$3.00 billion invested in American operations since 2018, signals CSL’s intention to deepen its U.S. manufacturing base and improve plasma efficiency to...
ASX:GGP
ASX:GGPMetals and Mining

A Look At Greatland Resources (ASX:GGP) Valuation After Clive Latcham’s Retirement

Leadership change and why it matters for shareholders Greatland Resources (ASX:GGP) has announced the immediate retirement of long standing Non Executive Director Clive Latcham, a move that puts board composition and continuity in sharper focus for current and prospective investors. Latcham joined the board in 2018, coinciding with the discovery of the Havieron gold copper deposit, and brought three decades of chemical engineering and mineral economics experience to the company. During his...
ASX:DTR
ASX:DTRMetals and Mining

Assessing Dateline Resources (ASX:DTR) Valuation After Sharp Share Price Swings And High Price To Book Multiple

Dateline Resources (ASX:DTR) has drawn attention after recent share price moves, with the stock closing at A$0.48 and showing sharp swings over the past week, month and past three months. See our latest analysis for Dateline Resources. For context, the recent swings sit on top of a much longer upswing, with a 30 day share price return of 60% and a year to date share price return of 118.18%, while the 1 year total shareholder return is very large. If Dateline Resources has put mining and rare...
ASX:LOT
ASX:LOTOil and Gas

Assessing Lotus Resources (ASX:LOT) Valuation After Wider Half Year Loss And Ongoing Share Price Weakness

Half year earnings put Lotus Resources (ASX:LOT) back in focus Lotus Resources (ASX:LOT) has drawn fresh attention after its half year earnings update showed a net loss of A$28.33 million, with basic loss per share of A$0.011 from continuing operations. See our latest analysis for Lotus Resources. The half year loss appears to have coincided with weaker sentiment, with the 30 day share price return at a 30.31% decline and the 1 year total shareholder return at a 41.52% loss, suggesting...
ASX:NHC
ASX:NHCOil and Gas

A Look At New Hope (ASX:NHC) Valuation After Half Year Earnings And Dividend Update

Why New Hope’s latest earnings matter for investors New Hope (ASX:NHC) has just released half year results showing revenue of A$831.63 million and net income of A$54.3 million, alongside an interim dividend and a production ramp up at New Acland Mine. See our latest analysis for New Hope. The earnings update and interim dividend appear to have caught the market’s attention, with a 41.07% 90 day share price return and a 43.17% 1 year total shareholder return suggesting momentum has recently...
ASX:EVN
ASX:EVNMetals and Mining

Do Broker Upgrades Signal A Turning Point In Evolution Mining’s (ASX:EVN) Operational Credibility?

In recent days, JPMorgan and RBC Capital upgraded Evolution Mining, citing stronger operating performance at key assets such as Cowal and Northparkes alongside a more positive view on gold. These broker revisions reflect growing confidence in the company’s ability to convert operational improvements into resilient production and cash flow. We’ll now examine how this renewed broker confidence, underpinned by Cowal and Northparkes performance, could influence Evolution Mining’s broader...
ASX:BTR
ASX:BTRMetals and Mining

Is Brightstar Resources (ASX:BTR) Using Swiss Mining Spotlight To Reframe Its Long‑Term Strategy?

Brightstar Resources Limited recently presented at the 2026 Swiss Mining Institute Conference at The Dolder Grand in Zurich, with Executive Director of Operations Andrew Lynton Rich addressing attendees on 18 March 2026. This appearance places Brightstar in front of an influential mining and investment audience, where any operational or project insights could shape how industry participants view the company’s future direction. We’ll now explore how Brightstar’s high-profile Swiss Mining...
ASX:WOR
ASX:WORConstruction

A Look At Worley’s Valuation As The Bloomfire AI Partnership Expands Its Digital Advisory Capabilities

What the Bloomfire partnership could mean for Worley shares Worley (ASX:WOR) is in focus after Bloomfire announced a partnership that will plug its Enterprise Intelligence knowledge management and AI search platform into Worley Consulting’s digital advisory offerings for energy, chemicals, and resources clients. See our latest analysis for Worley. The Bloomfire tie up lands at a time when Worley’s short term share price return has been weak, with a 30 day share price return of 20.5% and a 90...
ASX:OBM
ASX:OBMMetals and Mining

A Look At Ora Banda Mining's Valuation As New Ore Sales Agreement Expands Processing Capacity

Ore Sales Agreement and what it means for Ora Banda Mining Ora Banda Mining (ASX:OBM) has moved from a non binding memorandum to a binding Ore Sales Agreement to process an additional 120,000 tonnes of surplus Davyhurst ore through third party infrastructure in March and April 2026. This enables the company to continue mining above its in house processing capacity. It also allows Ora Banda Mining to build ore stockpiles for later use in its own infrastructure, while continuing studies into a...
ASX:EQR
ASX:EQRMetals and Mining

Assessing EQ Resources (ASX:EQR) Valuation After Half Year Earnings And Narrower Net Loss

EQ Resources (ASX:EQR) recently reported half year results showing A$44.53 million in revenue and a net loss of A$6.96 million, alongside shareholder rejection of a non board endorsed director nominee at its annual general meeting. See our latest analysis for EQ Resources. Despite the recent 1 day share price return of negative 6.45% and 7 day share price return of negative 17.14%, EQ Resources still shows a 30 day share price return of 23.40% and a 90 day share price return above 300%. The 1...