ASX:BGL
ASX:BGLMetals and Mining

Bellevue Gold (ASX:BGL): Valuation Check as Deacon North High-Grade Ore Development Gets Back on Track

Bellevue Gold (ASX:BGL) has confirmed it is back on track at Deacon North, resuming development and keeping first ore from this high grade zone pencilled in for the June 2026 quarter. See our latest analysis for Bellevue Gold. Investors seem to be leaning into that higher grade outlook, with the share price at A$1.425 driving a 22.84 percent 1 month share price return and a 62.86 percent 3 month share price return. The 3 year total shareholder return of 33.8 percent shows momentum has been...
ASX:APA
ASX:APAGas Utilities

APA Group (ASX:APA) Valuation After Brigalow Peaking Power Plant Deal With CS Energy

APA Group (ASX:APA) has drawn fresh attention after signing a joint development agreement with CS Energy to lead and own 80% of the proposed 400MW Brigalow Peaking Power Plant in Queensland. See our latest analysis for APA Group. The Brigalow announcement lands after a busy stretch for APA, including the sale of its Networks business. It comes with the share price at A$9.29 after a robust year to date share price return of 32.34 percent and a strong 1 year total shareholder return of 40.33...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals (ASX:TLX) Valuation After ZIRCON-X Data Highlights TLX250-CDx’s Potential Clinical and Commercial Impact

Telix Pharmaceuticals (ASX:TLX) just released ZIRCON-X study data showing its TLX250-CDx kidney imaging agent could have changed clinical decisions for almost half of patients, with more than 20% potentially avoiding invasive biopsy. See our latest analysis for Telix Pharmaceuticals. Despite the latest ZIRCON-X update highlighting the potential commercial impact of TLX250-CDx, Telix’s recent share price performance has been choppy, with a 1 month share price return of minus 9.68 percent and a...
ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD): Valuation Check After Resources Rising Stars Strategy Update

Genesis Minerals (ASX:GMD) just stepped into the spotlight at the Resources Rising Stars Summer Series in Sydney, where Corporate Development Officer Troy Irvin outlined how the gold producer is thinking about growth and capital allocation. See our latest analysis for Genesis Minerals. The timing of Irvin’s update lines up with a strong run in the stock, with a 30 day share price return of 15.61 percent feeding into a hefty year to date share price gain and a three year total shareholder...
ASX:AEF
ASX:AEFCapital Markets

ASX Growth Companies With High Insider Ownership In December 2025

As the Australian market navigates a turbulent landscape marked by mixed GDP data and volatile sector performances, investors are keenly observing growth companies that demonstrate resilience and potential. In such an environment, stocks with high insider ownership often signal confidence from those who know the company best, making them attractive prospects for those seeking stability amid uncertainty.
ASX:GWR
ASX:GWRMetals and Mining

ASX Penny Stocks To Watch In December 2025

The Australian market has recently experienced a rollercoaster of activity, with the ASX200 showing volatility in response to weaker-than-expected GDP data, reflecting divided investor sentiment. In such fluctuating conditions, identifying stocks with strong fundamentals becomes crucial for investors seeking stability and potential growth. Penny stocks, despite their outdated connotation, continue to represent smaller or emerging companies that can offer significant value when backed by...
ASX:S32
ASX:S32Metals and Mining

Will South32’s (ASX:S32) New ESG Voice Quietly Recast Its Long-Term Capital Allocation Priorities?

South32 Limited has appointed Geoff Healy as an independent Non-Executive Director, with his Board tenure beginning on 2 December 2025 and formal election to be sought at the 2026 Annual General Meeting. His background in climate, sustainability, legal and external affairs across BCG, BHP and Herbert Smith Freehills suggests a stronger emphasis on risk, ESG and energy-transition governance within South32’s boardroom. We’ll now examine how Healy’s ESG-focused appointment could reshape...
ASX:MTS
ASX:MTSConsumer Retailing

Can Metcash’s (ASX:MTS) Steady Dividend Offset Tobacco-Driven Earnings Pressure?

Metcash Limited has reported half-year results to 31 October 2025 showing essentially flat group sales at A$8,477.5 million and net profit of A$142.2 million, while declaring a fully franked interim dividend of A$0.085 per share. Beneath the headline stability, a sharp fall in tobacco sales following July’s regulatory changes is reshaping the mix of Metcash’s wholesale earnings and testing the resilience of its core food, liquor and hardware businesses. We’ll now examine how the tobacco-led...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After Raised FY26 Capex Guidance and AI-Driven Contract Wins

NEXTDC (ASX:NXT) has caught investors attention after lifting its FY26 capital expenditure guidance to A$2.2 billion to A$2.4 billion, following a 29% jump in contracted utilisation from fresh AI and cloud driven deals. See our latest analysis for NEXTDC. Those contract wins and the upgraded capex plans have come after a softer patch, with the 30 day share price return at minus 14.22% and 1 year total shareholder return at minus 16.90%, but the three year total shareholder return of 53.74%...
ASX:PRU
ASX:PRUMetals and Mining

Is It Too Late to Consider Perseus Mining After Its 113% 2025 Share Price Surge?

Wondering if Perseus Mining is still a smart buy after such a huge run, or if the real value has already been priced in? Let us unpack what the current share price is really saying about the business. The stock has climbed 1.1% over the last week, 16.1% in the last month, and an impressive 113.0% year to date, with a 115.7% gain over the past year and 418.0% over five years. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been...
ASX:SXE
ASX:SXEConstruction

Will Heyday’s WestConnex Arbitration Loss Reframe Southern Cross Electrical Engineering’s (ASX:SXE) Risk Management Narrative?

Southern Cross Electrical Engineering’s subsidiary Heyday recently lost an arbitration case against the CPB Dragados Samsung Joint Venture over additional cost claims on Sydney’s WestConnex M5 tunnel project. This setback has raised questions about the group’s project risk management, even as analysts continue to highlight its robust order pipeline and sector tailwinds. We’ll now explore how this arbitration loss and its risk-management lessons may influence Southern Cross Electrical...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF): Assessing Valuation After Director Buying and New Share Issuance

West African Resources (ASX:WAF) has drawn fresh attention after a director lifted their stake while the company simultaneously issued nearly one million new shares on the ASX, reshaping the ownership and liquidity picture. See our latest analysis for West African Resources. Those moves come after a strong run, with the share price now at A$2.82 and a powerful year to date share price return of around 92 percent, supported by a three year total shareholder return above 160 percent. This...
ASX:ALK
ASX:ALKMetals and Mining

Is Alkane Resources (ASX:ALK) Quietly Recasting Its Risk Culture With McComish’s Appointment?

Alkane Resources has appointed Denise McComish as an independent Non-Executive Director and Chair of its Audit & Risk Committee, effective 1 December 2025, bringing three decades of audit and advisory experience from KPMG and multiple board roles across mining and other sectors. Her background in finance, ESG oversight and mining governance may reshape Alkane’s risk management approach and strengthen confidence among lenders, regulators and long-term shareholders. Next, we’ll examine how...
ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Valuation After OpenAI Partnership, realAssist Launch and Ray White Data Deal

REA Group (ASX:REA) has been busy, rolling out OpenAI powered tools and its new realAssist companion while locking in a data heavy integration with Ray White, moves that reshape how its marketplace captures value. See our latest analysis for REA Group. Despite the launch of OpenAI powered tools and the Ray White data deal, REA Group’s share price return has been under pressure. A 30 day share price return of minus 11.73 percent has fed into a year to date share price loss of 19.13 percent...