ASX:ARU
ASX:ARUMetals and Mining

Arafura Rare Earths (ASX:ARU) Is Up 7.9% After US-Australia Deal Talks on Critical Minerals Supply

In recent days, reports emerged that Australian Prime Minister Anthony Albanese could soon negotiate a major deal with US President Donald Trump involving US investment in Australian rare earth projects, as the US considers using agencies like the Pentagon and Export-Import Bank to secure critical mineral supplies. This development highlights intensifying concerns around rare earths supply chain security amid escalating trade tensions and new Chinese export controls. We'll explore how the...
ASX:BOT
ASX:BOTPharmaceuticals

Did Sofdra Launch Progress and a Leadership Change Just Shift Botanix Pharmaceuticals' (ASX:BOT) Investment Narrative?

Botanix Pharmaceuticals recently provided a comprehensive update on its quarterly activities and progress of the Sofdra® (sofpironium) topical gel launch, alongside announcing an executive change with Andrew Bickley becoming Joint Company Secretary ahead of Susan Park's departure at the end of October 2025. The company's active participation in the 2025 Canaccord Genuity Drug & Device Conference and direct investor communication highlight an ongoing focus on product rollout and leadership...
ASX:TLX
ASX:TLXBiotechs

Why Telix Pharmaceuticals (ASX:TLX) Is Up 18.0% After Upgrading 2025 Revenue Guidance and Posting Strong Q3 Sales

Telix Pharmaceuticals announced in the past week that it has upgraded its 2025 revenue guidance to a range of US$800 million to US$820 million, up from its prior forecast, and reported unaudited third quarter group revenue of US$206 million compared to US$135 million a year earlier. This combination of stronger earnings outlook and robust quarterly revenue expansion highlights the company’s ongoing operational momentum within its sector. We’ll look at how this raised revenue guidance...
ASX:ALX
ASX:ALXInfrastructure

Did Chicago Skyway’s Bond Issuance Just Shift Atlas Arteria’s (ASX:ALX) Investment Narrative?

Chicago Skyway Partnership has recently completed two fixed-income offerings amounting to US$325 million, issuing 5.51% notes due 2038 and 5.66% notes due 2041 under Regulation S and Rule 144A. The scale and long-term structure of these financings could provide Atlas Arteria with enhanced financial flexibility and funding capacity for future operations or investments. We’ll explore how these substantial bond issuances might reshape Atlas Arteria’s investment narrative, especially regarding...
ASX:EQT
ASX:EQTCapital Markets

Discovering Australia's Hidden Stock Gems This October 2025

As the Australian market navigates a dynamic landscape, small-cap stocks have captured attention, particularly in the wake of a significant critical mineral deal between Canberra and Washington. With materials leading the charge amid broader positive sentiment, now is an opportune time to explore lesser-known stocks that may benefit from these developments. Identifying promising opportunities often involves looking at companies poised to capitalize on emerging trends and strategic...
ASX:JDO
ASX:JDOBanks

ASX Penny Stocks With Market Caps Under A$3B

The Australian market has been showing signs of potential growth, with materials leading the charge and most sectors in the green, hinting at a possible early Santa Rally. In such an environment, penny stocks—often smaller or newer companies—can offer intriguing opportunities for investors willing to explore beyond the more established names. Despite their somewhat outdated label, penny stocks can still provide significant value when backed by strong financials.
ASX:LYC
ASX:LYCMetals and Mining

Could Lynas Rare Earths’ (ASX:LYC) US Magnet Supply Chain Push Reshape Its Competitive Positioning?

Earlier this month, Noveon Magnetics and Lynas Rare Earths signed a Memorandum of Understanding to create a scalable U.S. supply chain for rare earth permanent magnets, targeting defense and commercial sectors and responding to recent supply chain disruptions. This collaboration signals a commitment to building a fully traceable and transparent magnet supply chain in the U.S., prioritizing national defense and critical infrastructure needs while engaging policymakers to align with national...
ASX:NEU
ASX:NEUPharmaceuticals

Neuren Pharmaceuticals (ASX:NEU): Assessing Valuation After FDA Fast Track Win for Rare Disease Therapy

Neuren Pharmaceuticals (ASX:NEU) caught attention after announcing its candidate NNZ-2591 received Fast Track designation from the US FDA for both Phelan-McDermid and Angelman syndromes. This status could help accelerate development and review timelines. See our latest analysis for Neuren Pharmaceuticals. Neuren’s Fast Track milestones have fueled fresh momentum, with the share price climbing 79% year-to-date and a remarkable 5-year total shareholder return nearing 2,000%. These advances come...
ASX:EUR
ASX:EURMetals and Mining

European Lithium (ASX:EUR) Valuation in Focus After Share Buy-Back and Critical Metals Stake Sale

European Lithium (ASX:EUR) is making headlines after launching a share buy-back and selling part of its holding in Critical Metals Corp. These steps have raised substantial capital. Investors are watching how these moves impact the company’s future direction. See our latest analysis for European Lithium. These capital moves come on the heels of a remarkable turnaround in sentiment. The last month’s share price return of 202% and year-to-date return of 644% have captured investor attention...
ASX:BPT
ASX:BPTOil and Gas

Beach Energy (ASX:BPT): Assessing Valuation After Production Growth and Waitsia Gas Plant Launch Progress

Beach Energy (ASX:BPT) just shared its first quarter results, revealing an 8% jump in production along with double-digit growth in both sales volumes and revenue as the Waitsia Gas Plant approaches its critical start-up phase. See our latest analysis for Beach Energy. Beach Energy’s recent production milestone and progress at Waitsia have sparked renewed market interest, reflected in a 4.4% jump in share price over the past day and 6.8% over the past week. However, with a one-year total...
ASX:ORG
ASX:ORGElectric Utilities

How New LNG Production Guidance at Origin Energy (ASX:ORG) Has Changed Its Investment Story

Origin Energy Limited recently updated its corporate outlook, issuing new production guidance for fiscal year 2026, with Australia Pacific LNG production expected in the range of 635 to 680 petajoules. This guidance provides detailed expectations for one of Origin’s major assets, directly informing investor understanding of forthcoming operational performance and resource utilization. To assess the significance of Origin’s newly announced LNG production range, we’ll look at how it could...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP): Evaluating Valuation After Standout Quarterly Results and Share Price Surge

Zip Co (ASX:ZIP) has caught the market’s eye after its latest quarterly results surpassed expectations for both revenue growth and operational margins. The resulting surge in share price and trading volumes points to renewed investor optimism. See our latest analysis for Zip Co. After a stellar quarterly update, Zip Co’s momentum has picked up sharply, recently notching a 56% share price return over 90 days and pushing its 1-year total shareholder return to nearly 59%. Despite some bumps over...
ASX:WBC
ASX:WBCBanks

Does Westpac’s Net Loss and Governance Shift Alter the Bull Case for ASX:WBC?

Westpac Banking Corporation reported full year results for the period ended September 30, 2025, disclosing a net interest loss of A$93 million and a net loss of A$56 million. The bank also proposed changes to its constitution at its most recent Annual General Meeting, allowing shareholders to express advisory opinions on material risks identified by the company or directors. We'll consider how Westpac's reported net loss affects its investment narrative amid heightened competition and rising...
ASX:CBA
ASX:CBABanks

How Investors Are Reacting To Commonwealth Bank of Australia (ASX:CBA) Surge in Mortgage Inquiries Amid Rate Cut Hopes

In recent news, the Commonwealth Bank of Australia saw a surge in mortgage quote inquiries, fueled by expectations of interest rate cuts in 2026 and newly announced homebuyer incentives. This trend highlights growing confidence in the bank's potential to expand its mortgage market position in an increasingly supportive lending environment. We’ll consider how the anticipated boost in mortgage activity may recalibrate Commonwealth Bank’s investment narrative and future growth outlook. Uncover...
ASX:VNT
ASX:VNTConstruction

A$935 Million Defence Contract Might Change The Case For Investing In Ventia Services Group (ASX:VNT)

Ventia Services Group announced it has secured a new contract valued at approximately A$935 million to provide service and support for the Australian Defence Force’s clothing capability, commencing May 2026 for an initial term of seven years with extension options. This agreement appoints Ventia as the sole industry partner, enhancing its role in Defence supply chains and reinforcing its expertise in long-term government contracting. We’ll explore how this Defence contract win supports...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation in Focus After Rising Ryoncil® Revenues and New US Reimbursement Pathways

Mesoblast (ASX:MSB) is catching investor attention following its announcement that Ryoncil® revenues are on the rise. This growth is supported by expanding physician adoption and access through both commercial and government reimbursement programs. See our latest analysis for Mesoblast. With momentum building off the back of Ryoncil®’s revenue growth and new CMS reimbursement pathways, Mesoblast’s share price has rebounded 16.7% over the past three months. But the real highlight is the 82.2%...
ASX:SPL
ASX:SPLPharmaceuticals

Promising ASX Penny Stocks To Consider In October 2025

Australian shares have shown a positive shift following the successful meeting between Anthony Albanese and Donald Trump, which focused on critical minerals and the AUKUS partnership. As investors navigate these developments, attention turns to penny stocks, a term that may seem outdated but still holds significance for those seeking unique opportunities. These smaller or newer companies can offer a blend of affordability and growth potential when backed by strong financials, making them...
ASX:SKS
ASX:SKSElectrical

Undiscovered Gems in Australia for October 2025

As the Australian market experiences a robust start to the week, buoyed by financial sector gains and anticipation surrounding the Albo-Trump meeting, investors are closely monitoring developments in rare earths amidst geopolitical tensions. In such dynamic conditions, identifying promising small-cap stocks requires a keen eye for companies poised to benefit from strategic partnerships and emerging industry trends.
ASX:BKI
ASX:BKICapital Markets

3 ASX Penny Stocks With Over A$100M Market Cap

The Australian market started the week strong, with the XJO climbing above 9,000 points, driven by gains in the financials sector as anticipation builds around a key meeting between Anthony Albanese and Donald Trump. In this context of economic shifts and strategic discussions on critical minerals, penny stocks remain an intriguing investment area for those seeking potential growth in smaller or newer companies. Despite their outdated name, these stocks can still offer surprising value when...