Australian Aerospace & Defense Stock News

Codan Limited recently came under pressure after a broker shifted to a more cautious stance, reflecting concerns about how the company is currently valued despite previously strong first-half FY25 results. This shift, combined with bearish technical patterns and more cautious investor sentiment, has raised fresh questions about how durable Codan’s recent operational momentum may prove. We’ll now examine how the broker downgrade on valuation grounds might influence Codan’s existing investment...

Westgold Resources has commenced mining the first high-grade stopes at the historic Great Fingall underground mine near Cue, Western Australia, with initial ore grades of over 3g/t feeding into its Cue processing hub alongside output from the Big Bell mine. This restart of Great Fingall, once a major producer in the early 1900s, marks a shift from development to production and is intended to lift higher-grade ore supply, support operating margins, and potentially extend mine life through...

Chalice Mining Limited recently disclosed that it had been out of compliance with ASX Listing Rule 12.7 after former executive Richard Hacker chaired its Audit Committee from July 1, 2025, and has now rectified this by appointing independent non-executive director Garret Dixon as Audit Committee Chair. This correction restores alignment with ASX corporate governance guidelines, which can be important for investor confidence in the company’s oversight and risk controls. We’ll now examine how...

If you have been wondering whether Woodside Energy Group is a bargain or a potential value trap at today’s price, you are not alone. This article will walk through what the numbers are really saying. Despite a 7.8% slide over the last week and a 13.2% drop over the past month, the stock is still up 42.9% over five years. This tells us the long term story is very different from the recent red on the screen. Recent moves in the oil and gas complex, shifting expectations around global LNG...

Hot Chili (ASX:HCH) has drawn fresh attention after its latest La Verde drilling update confirmed a larger, more continuous higher grade copper gold core, including a roughly 60m eastern extension and multiple wide mineralised intersections. See our latest analysis for Hot Chili. The market seems to be waking up to La Verde’s potential, with a powerful 30 day share price return of 63.46% and an 84.25% one year total shareholder return signaling building momentum rather than a short lived...

Austal Limited recently confirmed that State Street Global Advisors Europe Limited ceased to be a substantial holder on 12 December 2025, while Australia approved Hanwha’s move to lift its stake to 19.9% under strict security and data-access conditions. This rapid reshaping of Austal’s shareholder base could influence future voting outcomes, capital allocation choices, and the company’s longer-term corporate direction. We’ll now explore how Hanwha’s expanded role as a major shareholder could...

Recently, Technology One highlighted its practice of reinvesting around a quarter of its revenue into research and development to strengthen its enterprise software for government, education, and corporate customers, while targeting expansion in large markets such as the U.K. and higher education. This emphasis on heavy R&D spending and entry into sizeable new sectors has reinforced perceptions that the company is deliberately building long-term product relevance and growth options. Next,...

Bapcor (ASX:BAP) has jolted investors with updated FY26 guidance, flagging weaker trading in October and November and a statutory net loss of $5 million to $8 million for the first half. See our latest analysis for Bapcor. The guidance shock lands on top of a bruising run, with the latest 7 day share price return of 19.3 percent offering only a brief bounce after a year to date share price slump of 54.6 percent and a 5 year total shareholder return of negative 68 percent, suggesting sentiment...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

Electro Optic Systems Holdings recently announced a binding conditional agreement with a South Korean customer worth about US$80 million (around A$120 million) to supply a 100kW high-energy laser weapon system, with delivery scheduled by the end of 2027 and several regulatory and technical conditions still to be satisfied. The deal includes forming a long-term joint venture in South Korea and licensing EOS’s laser technology, creating a local manufacturing foothold and potential recurring...

On 16 December 2025, The Star Entertainment Group Limited’s board accepted Bruce Mathieson Jnr’s departure as Chairman and confirmed Soo Kim as his successor. This change at the top of the board signals a potential shift in governance priorities and future decision-making for the casino operator. Next, we’ll examine how Soo Kim’s appointment as Chairman may influence Star Entertainment Group’s existing investment narrative and risk profile. Trump's oil boom is here - pipelines are primed to...

In December 2025, Greatland Resources entered a multi-stage farm-in and joint venture agreement with Rincon Resources over the Telfer South tenure near its Telfer gold-copper mine, while also announcing changes to the Company Secretary role, including an interim appointment and a planned permanent successor in March 2026. The Telfer South deal gives Greatland the option to expand exploration in the Paterson Province and potentially utilise its existing Telfer processing infrastructure, which...

Earlier in December, Canmax Technologies announced a binding offtake agreement with Liontown for spodumene concentrate supply in 2027 and 2028, following Liontown’s successful first digital spot sales auction in November that highlighted strong demand for its product. Together, the long-term Canmax contract and the digital auction signal that Liontown is beginning to lock in future sales channels while testing more flexible ways to sell lithium into the market. We’ll now examine how this new...

Australian shares have seen a positive shift this week, echoing Wall Street's upward trend following the latest U.S. CPI data release. As investors navigate these evolving market dynamics, penny stocks remain an intriguing option for those seeking potential growth in smaller or newer companies. While the term 'penny stocks' may seem outdated, their potential for value and growth is still significant when backed by strong financials.

Key Insights Using the 2 Stage Free Cash Flow to Equity, Life360 fair value estimate is AU$29.82 With AU$32.18 share...

Earlier this month, Treasury Wine Estates launched its TWE Ascent transformation program, targeting A$100.00 million in annual cost savings, cancelling its A$200.00 million share buyback, and withdrawing fiscal 2026 earnings guidance amid weaker luxury wine demand and inventory issues in the US and China. The new CEO, Sam Fischer, is reshaping the group with a smaller, leaner operating model that prioritises brand protection for Penfolds, balance sheet flexibility, and potential asset sales...

Insiders who acquired AU$407.3k worth of Axtec Limited's ( ASX:AXI ) stock at an average price of AU$0.051 in the past...

Insiders who bought IRIS Metals Limited ( ASX:IR1 ) in the last 12 months may probably not pay attention to the stock's...

Last week, Falcon Metals Limited ( ASX:FAL ) insiders, who had purchased shares in the previous 12 months were rewarded...

It's not a stretch to say that Adore Beauty Group Limited's ( ASX:ABY ) price-to-sales (or "P/S") ratio of 0.5x right...

With the business potentially at an important milestone, we thought we'd take a closer look at Carnaby Resources...

By selling AU$4.7m worth of Rent.com.au Limited ( ASX:RNT ) stock at an average sell price of AU$0.04 over the last...

Macquarie Group (ASX:MQG) has been drifting after a mixed few months, with the stock sliding about 11% over the past 3 months even as annual revenue and net income both continued to grow. See our latest analysis for Macquarie Group. Zooming out, the picture is more balanced, with the recent 11.2% 3 month share price pullback sitting against a 1 year total shareholder return of minus 8.9%, but a solid 5 year total shareholder return of 68.4%. This suggests long term momentum is still intact...

Key Insights Significantly high institutional ownership implies Nanosonics' stock price is sensitive to their trading...