ASX:ASL
ASX:ASLMetals and Mining

Assessing Andean Silver’s Valuation After High Grade Cerro Bayo Results And A$60 Million Funding Injection

Recent high grade silver gold drilling results and more than A$60 million in fresh funding at the Cerro Bayo project have pushed Andean Silver (ASX:ASL) firmly back onto investor watchlists. See our latest analysis for Andean Silver. The latest drilling results and funding news come against a volatile trading backdrop, with the A$2.15 share price sitting below recent highs after a 1 day share price return decline of 8.12% and a 7 day share price return decline of 17.62%. However, the 90 day...
ASX:WAF
ASX:WAFMetals and Mining

Is Record Cash Flow And Investor Turnover Reframing West African Resources’ (ASX:WAF) Investment Case?

West African Resources recently reported strong quarterly results from its Burkina Faso gold operations, with Kiaka outperforming Sanbrado for the first time and group operating cash flow approaching A$400 million, lifting cash and unsold bullion to more than A$750 million despite higher local taxes and royalties. At the same time, major investors including Mitsubishi UFJ Financial Group and Morgan Stanley ceased being substantial shareholders, reshaping the company’s institutional register...
ASX:TLX
ASX:TLXBiotechs

Does Asian TLX591-Px Expansion Progress Change The Bull Case For Telix Pharmaceuticals (ASX:TLX)?

Telix Pharmaceuticals reported that China’s NMPA has accepted the New Drug Application for its prostate cancer imaging agent TLX591-Px (Illuccix®), supported by a pivotal Phase 3 study in Chinese patients with biochemical recurrence. In parallel, the first patient has now been dosed in a Phase 3 registration study in Japan, highlighting Telix’s push to expand TLX591-Px across major Asian nuclear medicine markets in prostate cancer care. We’ll next examine how this progress toward broader...
ASX:GQG
ASX:GQGCapital Markets

A Look At GQG Partners’ Valuation As It Stays Out Of The AI Rally And Faces Investor Redemptions

Why GQG Partners' stance on the AI rally matters now GQG Partners (ASX:GQG) has come into focus after chairman Rajiv Jain publicly defended the group’s decision to avoid the AI stock rally, even as client withdrawals and performance concerns have picked up. See our latest analysis for GQG Partners. Against that backdrop, GQG Partners’ decision to sit out the AI trade has coincided with a 10.03% 1 month share price decline and a 17.91% 1 year total shareholder return decline. However, the 3...
ASX:CSL
ASX:CSLBiotechs

Does CSL (ASX:CSL) Offer Value After A 34% One Year Share Price Fall

If you are wondering whether CSL is priced attractively right now, its recent share performance and current valuation profile raise some timely questions. CSL last closed at A$181.42, with returns of 1.0% over 7 days and 5.1% over 30 days, while the 1 year and 3 year returns of a 34.0% decline and 39.5% decline contrast with a 5.5% gain year to date. Recent coverage around CSL has focused on its position as a major Australian healthcare stock and ongoing interest from investors assessing how...
ASX:ALK
ASX:ALKMetals and Mining

How Investors May Respond To Alkane Resources (ASX:ALK) Record Output, Cash Flow and Nagambie Earn‑In

Alkane Resources recently reported record quarterly gold equivalent production of 43,663 ounces for the December 2025 quarter, generating site operating cash flow of A$133,000,000 across its Costerfield, Tomingley and Björkdal operations. The company also agreed a conditional placement and earn-in with Nagambie Resources over a nearby gold‑antimony tenement package, underscoring a push to test deeper mineralisation potential around its Costerfield hub. We’ll now examine how record production...
ASX:LYC
ASX:LYCMetals and Mining

A Look At Lynas Rare Earths (ASX:LYC) Valuation After US Policy Shifts And Production Disruptions

Lynas Rare Earths (ASX:LYC) has been caught between two policy shocks: a US$1.6b US investment into rival USA Rare Earth and conflicting signals on possible US support for critical minerals pricing. See our latest analysis for Lynas Rare Earths. Those policy headlines and operational setbacks have lined up with a sharp 1 day share price decline of 4.49% and a 7 day share price return of negative 11.63%. However, the 30 day share price return of 19.77% and 1 year total shareholder return of...
ASX:SFR
ASX:SFRMetals and Mining

Did Sandfire’s Kalkaroo Deal Vote and FY26 Guidance Just Shift Sandfire Resources' (ASX:SFR) Investment Narrative?

Sandfire Resources has reaffirmed its FY26 copper equivalent output guidance and confirmed that shareholders will vote on 6 February 2026 on acquiring an 80% stake in the Kalkaroo copper-gold project, with half-year results due on 19 February 2026 to shed light on second-half production expectations. This combination of firm production guidance, a potential expansion into Kalkaroo and an impending results update is reshaping how investors assess Sandfire’s growth plans and operational...
ASX:PDN
ASX:PDNOil and Gas

The Bull Case For Paladin Energy (ASX:PDN) Could Change Following Uranium Output Gains And Balance Sheet Reset - Learn Why

In recent weeks, Paladin Energy has reported higher uranium production, lower unit costs and the completion of its Fission Uranium acquisition, supported by a A$300 million equity raising and debt restructuring to fund the Patterson Lake South project and Langer Heinrich Mine ramp-up. This combination of stronger operating performance, improved balance sheet flexibility and exposure to rising uranium prices has sharpened investor focus ahead of interim results due on 12 February 2026. We’ll...
ASX:CAT
ASX:CATSoftware

Assessing Catapult Sports (ASX:CAT) Valuation After CEO Share Sale And Recent Share Price Weakness

The recent disclosure of a CEO share sale at Catapult Sports (ASX:CAT) has put insider activity in focus, prompting investors to reassess leadership alignment, governance signals, and how the transaction compares with recent share price performance. See our latest analysis for Catapult Sports. At a last close of A$3.50, Catapult Sports has seen pressure on the share price in recent months, with a 30 day share price return of a 15.66% decline and a 90 day share price return of a 47.92%...
ASX:NAB
ASX:NABBanks

Has National Australia Bank (ASX:NAB) Run Too Far After Strong Multi‑Year Share Gains

Wondering if National Australia Bank is reasonably priced at its current level, or if the recent run means you might be paying too much for the stock. The share price recently closed at A$43.37, with returns of 2.4% over the past week, 2.5% over the past month, 2.3% year to date and 12.8% over the last year, while the 3 year and 5 year returns sit at 57.9% and 119.3%. These moves sit against a backdrop of ongoing interest in the big Australian banks and regular updates on credit conditions,...
ASX:MLX
ASX:MLXMetals and Mining

Does Near‑Record Renison Tin Output And Lower Costs Change The Bull Case For Metals X (ASX:MLX)?

Metals X recently reported near-record tin production at its Renison mine for the December quarter, supported by higher mined grades, improved efficiencies and a record monthly output in December. This operational performance also drove lower cash production costs and more than doubled imputed EBITDA versus the prior quarter, highlighting the financial impact of the productivity gains. We’ll now examine how Renison’s improved efficiencies and near-record tin output shape Metals X’s broader...
ASX:APX
ASX:APXIT

Appen (ASX:APX) Is Up 55.5% After Generative AI And China Fuel Quarterly Turnaround - Has The Bull Case Changed?

Appen’s December quarter update reported 10% year-on-year revenue growth, sharp improvement in underlying EBITDA, and strong contributions from generative AI projects and its fast-growing China business, while it also appointed Jaime Frasca and Leanne Ralph as Joint Company Secretaries following Carl Middlehurst’s resignation in January 2026. A key highlight was Appen China exiting the quarter with an annualised revenue run rate above A$135,000,000, underscoring the scale of demand tied to...
ASX:TWE
ASX:TWEBeverage

Does Soft China Demand and JPMorgan’s Exit Change The Bull Case For Treasury Wine Estates (ASX:TWE)?

In January 2026, Jefferies warned that Treasury Wine Estates is facing soft demand in China, highlighting potential pressure on sales in this important market. Separately, JPMorgan and its affiliates disclosed that they are no longer substantial holders in Treasury Wine Estates, subtly reshaping the company’s institutional investor mix without directly altering its operations. Next, we’ll examine how Jefferies’ concerns about Chinese demand could influence Treasury Wine Estates’ investment...
ASX:KAR
ASX:KAROil and Gas

Is Commonwealth Bank’s Exit Reframing Karoon Energy’s (ASX:KAR) Appeal To Long-Term Institutional Investors?

Commonwealth Bank of Australia and its related entities have notified Karoon Energy that they ceased to be a substantial holder in the company as of 26 January 2026, reducing their voting interest below the required disclosure threshold. This shift in institutional ownership could subtly reshape Karoon Energy’s shareholder base and influence how major investors engage with the offshore-focused producer. We’ll now explore how Commonwealth Bank of Australia’s reduced stake may influence Karoon...
ASX:EVN
ASX:EVNMetals and Mining

Will Gold Volatility and Cowal Expansion Plans Change Evolution Mining's (ASX:EVN) Narrative?

Evolution Mining recently experienced sharp swings in investor attention as gold prices moved abruptly away from record highs, while the market looked ahead to its February half-year results and cost guidance. Beyond short-term weather-related disruptions, the company’s continued emphasis on its Cowal underground expansion, including new equipment orders for 2026–27, is becoming a key focal point for assessing its long-term operating profile. With the share price easing over the past week,...
ASX:TLS
ASX:TLSTelecom

How Investors May Respond To Telstra Group (ASX:TLS) Addressing iOS Triple Zero Calling Glitch

In late January 2026, Telstra Group moved to resolve an Apple iOS-related calling issue affecting some older iPhones, including critical Triple Zero emergency calls, after Apple released an initial carrier settings update and flagged a broader fix in a forthcoming iOS release. This rapid response highlights how essential network reliability and coordination with handset makers have become to Telstra’s reputation and broader investment story. With this emergency-calling fix in focus, we’ll...
ASX:BHP
ASX:BHPMetals and Mining

Autonomous Mining And Potash Expansion Could Be A Game Changer For BHP Group (ASX:BHP)

BHP Group recently reported stronger copper and iron ore production for the half year to December 31, 2025, lifted copper guidance for fiscal 2026, and confirmed higher capital costs and a mid‑2027 first production date for its US$8.40 billion Jansen Stage 1 potash project. At the same time, BHP has turned its Escondida Norte pit in Chile into one of the world’s first fully autonomous large‑scale mines, highlighting how automation and technology are reshaping its long‑term operations mix...
ASX:PEN
ASX:PENOil and Gas

Is Peninsula Energy (ASX:PEN) Quietly Reframing Its Uranium Ambitions Through Mine Unit 4’s Outperformance?

Peninsula Energy recently reported that ramp-up at its Lance Uranium Project is progressing, with Mine Unit 4 outperforming early operational expectations and overall 2026 production guidance maintained despite issues at Mine Unit 3. The company also completed a fully subscribed A$69.9 million equity raising and fully drew a Davidson Kempner debt facility, lifting cash to about US$36 million to support continued development as uranium prices strengthen on improving global nuclear demand and...
ASX:29M
ASX:29MMetals and Mining

A Look At 29Metals (ASX:29M) Valuation After Its Large Follow On Equity Offer And Rights Issue

Why 29Metals is back on investor radars 29Metals (ASX:29M) has drawn fresh attention after lodging a sizeable follow on equity offering of about A$149.8m, paired with a rights issue and an associated ex dividend date on January 21, 2026. The offer covers more than 374 million ordinary shares at A$0.40, issued at a A$0.022 discount per share, raising questions for existing and prospective shareholders about dilution, capital structure, and potential valuation resets. See our latest analysis...
ASX:AIS
ASX:AISMetals and Mining

Stronger Output, Debt Repayment And Constellation Approval Could Be A Game Changer For Aeris Resources (ASX:AIS)

Aeris Resources has now released its December 2025 quarterly results, reporting copper equivalent production of 10.1 kt, gold output above plan at Cracow, full repayment and cancellation of its A$50,000,000 WHSP debt facility, and regulatory consent for the Constellation project. Encouraging exploration outcomes, combined with balance sheet deleveraging and progress toward developing Constellation, signal a company focused on strengthening operational and project foundations. We’ll now look...
ASX:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation Ahead Of The Q2 2026 Earnings Call

Why the upcoming Q2 call matters for Ramelius Resources Interest in Ramelius Resources (ASX:RMS) is picking up as investors look ahead to the Q2 2026 earnings call on 29 January, which is expected to update the market on financial and operational performance. See our latest analysis for Ramelius Resources. At a share price of A$4.72, Ramelius has seen a 13.46% 30 day share price return and 42.17% 90 day share price return. Its 1 year total shareholder return of 96.45% and very large 3 year...
ASX:SS1
ASX:SS1Metals and Mining

Assessing Sun Silver (ASX:SS1) Valuation After Higher Grade Maverick Springs Drill Results

Drilling results at Maverick Springs put Sun Silver back in focus Sun Silver (ASX:SS1) is back on investor radars after fresh drill assays at its Maverick Springs project in Nevada returned grades above the existing resource, including high-grade silver and antimony intervals that strengthen confidence in the geological model. See our latest analysis for Sun Silver. The high grade Maverick Springs assays come after a sharp run in the stock, with a 90 day share price return of 136.65% and a 1...