ASX:LOT
ASX:LOTOil and Gas

Does Lotus Resources (ASX:LOT) Acid Plant Plan Reshape Its Path to Steady Uranium Output?

Lotus Resources has reported past progress at its Kayelekera uranium mine in Malawi, with the processing plant ramp-up advancing and key production parameters nearing targets, while sulphuric acid supply constraints are being addressed through additional suppliers and a rebuilt acid plant planned to start operating in early 2026. An interesting angle for investors is that Lotus now expects steady-state operational production and its first uranium shipments from Kayelekera in the first...
ASX:FFM
ASX:FFMMetals and Mining

How FireFly Metals’ A$85m Equity Raise and Investor Roadshow Will Impact FireFly (ASX:FFM) Investors

In recent weeks, FireFly Metals Ltd completed an A$85,000,000 follow-on equity offering at A$1.70 per share and filed additional equity raises, including a C$30,000,001 common share issue at C$1.56. These capital raisings coincided with a series of conference presentations in Sydney, Melbourne and London, broadening FireFly Metals’ visibility among institutional and retail investors. We’ll now examine how FireFly Metals’ A$85,000,000 capital raise and heightened conference exposure...
ASX:4DX
ASX:4DXHealthcare Services

Assessing 4DMedical (ASX:4DX)’s Valuation After Landmark Philips CT:VQ Distribution Deal

4DMedical (ASX:4DX) just landed its largest commercial order yet, a US$10 million commitment from Philips that embeds its CT:VQ lung imaging technology into Philips’ North American catalogue and fast tracks broader adoption. See our latest analysis for 4DMedical. The Philips deal lands after a strong run, with 4DMedical’s 30 day share price return of 25.41% and year to date share price return of 295.83% signalling momentum is clearly building, despite a mixed five year total shareholder...
ASX:REA
ASX:REAInteractive Media and Services

Does REA Group’s AI and Data Push With OpenAI, Neighbourlytics and Ray White Reshape the Bull Case (ASX:REA)?

In recent months, REA Group has partnered with OpenAI, launched its realAssist AI companion and expanded natural-language search on realestate.com.au, while also acquiring Neighbourlytics and signing a network-wide data and Pro tools deal with Ray White. Together, these moves show REA Group intensifying its push to turn rich property, community and agent data into differentiated AI-powered services across the real estate ecosystem. We’ll now examine how REA Group’s OpenAI-powered realAssist...
ASX:SVL
ASX:SVLMetals and Mining

Does Recent Technical Momentum Redefine Silver Mines’ (ASX:SVL) Long‑Term Investment Narrative?

Recently, expert technical analysis on the ASX singled out Silver Mines as one of the most interesting uptrends within the materials sector, highlighting strong price momentum and positive chart signals. This attention has placed Silver Mines alongside other closely watched silver and mining stocks, potentially broadening its visibility among investors who follow technical indicators. We’ll now examine how this recent technical-analysis spotlight on Silver Mines’ price momentum may influence...
ASX:6KA
ASX:6KAMetals and Mining

6K Additive (ASX:6KA) Loss Deepens, Reinforcing Bearish Cash Runway and Balance Sheet Concerns

6K Additive (ASX:6KA) has released its H1 2025 numbers, posting total revenue of about $9.7 million alongside a net loss of roughly $12.8 million. This leaves investors weighing modest top line progress against ongoing red ink. The company has seen revenue move from around $7.7 million in H1 2024 to $9.7 million in H1 2025. Meanwhile, trailing 12 month revenue sits near $20.4 million against a net loss of about $26.6 million, underscoring a business that is expanding sales but still running...
ASX:VUL
ASX:VULMetals and Mining

Vulcan Energy Resources (ASX:VUL) Valuation After €2.2b Lionheart Project Funding Secures Execution Phase

Vulcan Energy Resources (ASX:VUL) has just locked in a €2.2 billion financing package to fully fund Phase One of its Lionheart lithium and renewable energy project in Germany, pushing the business firmly into execution mode. See our latest analysis for Vulcan Energy Resources. The hefty equity raise at a discount has clearly weighed on sentiment, with a 30 day share price return of minus 30.55 percent and 1 year total shareholder return of minus 25.27 percent. However, the positive 90 day...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP): Valuation Check as Buy-Backs and Director Buying Signal Management Confidence

Zip Co (ASX:ZIP) has been back on traders’ radars after the company ramped up its share buy back and director Andrew Stevens lifted his personal stake, moves that typically hint at internal confidence. See our latest analysis for Zip Co. Those moves come after a bumpy stretch, with the share price at A$2.98 following a 30 day share price return of negative 20.95 percent and a three year total shareholder return above 300 percent. This suggests long term momentum remains strong even as short...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST): Reassessing Valuation After 25-Year Renewable Power Deal With Zenith Energy

Northern Star Resources (ASX:NST) is back in focus after locking in a 25 year renewable power purchase agreement with Zenith Energy for its Kalgoorlie Consolidated Gold Mines, reshaping its long term energy and cost profile. See our latest analysis for Northern Star Resources. The new renewable power deal rounds out a big year for Northern Star Resources, with the share price at A$26.33 and a 32.05% 3 month share price return reflecting building momentum on top of robust 1 year and multi year...
ASX:BGL
ASX:BGLMetals and Mining

Does Bellevue Gold (ASX:BGL) Deacon North Re‑Start Clarify Its High‑Grade Production Roadmap?

Bellevue Gold Limited recently confirmed it remains on track to lift ore grades after resuming development in the high-grade Deacon North area, following the completion of work at the Armand mining zone. By reallocating a dedicated development jumbo and establishing independent firing to accelerate underground progress, Bellevue is aiming to de-risk future high-grade production from its largest ore source within the Bellevue Gold Project. Against this backdrop, we’ll consider how the renewed...