ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths (ASX:ARU) Valuation After Reported Cornerstone Funding Progress For Nolans Project

Arafura Rare Earths (ASX:ARU) is back in focus after reports of about US$1.05b in potential cornerstone funding for its Nolans project, which is a key step toward securing project financing and construction. See our latest analysis for Arafura Rare Earths. The recent reports around potential cornerstone funding and earlier news about offtake agreements have come alongside a 29.55% 1 month share price return and a 96.55% 1 year total shareholder return. However, the 3 year total shareholder...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Is Up 10.1% After Lockheed Scandium Deal And Top Index Ranking

In 2025, Sunrise Energy Metals secured Lockheed Martin’s support through a scandium oxide supply agreement for its Syerston Project, adding a five-year purchase option to a resource described as capable of supplying global demand for decades. The company was also recognized as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, underscoring how its scandium position intersects with aerospace and electronics supply chains. With this Lockheed Martin...
ASX:CAT
ASX:CATSoftware

How Investors May Respond To Catapult Sports (ASX:CAT) Surging ACV, EBITDA And Strategic Acquisitions

Recent coverage of Catapult Sports highlighted its sports analytics business model and global footprint, while also revealing that in the first half of FY26 the company lifted annualised contract value by 19% and management EBITDA by 50% year on year, with retention rates above 95%. The acquisitions of Perch and IMPECT suggest Catapult is broadening its reach across performance analytics and scouting, making its technology ecosystem increasingly embedded and harder for professional teams to...
ASX:CUV
ASX:CUVBiotechs

Does Clinuvel’s New VLRX-L Injectable Platform Shift the Long-Term Pipeline Narrative for ASX:CUV?

Clinuvel Pharmaceuticals has recently begun dosing in a preclinical study of its VLRX-L controlled-release liquid injectable peptide platform, marking the first formal evaluation of this next-generation delivery technology. This step signals an effort to build a broader pipeline based on in-house intellectual property that could diversify the business beyond its existing treatment franchise if development progresses successfully. We’ll now explore how advancing the proprietary VLRX-L...
ASX:CPU
ASX:CPUProfessional Services

How Citi’s Rating Upgrade At Computershare (ASX:CPU) Has Changed Its Investment Story

Earlier this week, Citi upgraded Computershare Limited to ‘Buy’ from ‘Neutral’, citing confidence in its growth plans underpinned by recent acquisitions and divestments aimed at improving efficiency and shareholder value. The upgrade highlights how Computershare’s portfolio reshaping and focus on core operations are increasingly influencing how analysts assess its long-term earnings profile. We’ll now explore how Citi’s increased confidence in Computershare’s growth strategy may influence...
ASX:LTR
ASX:LTRMetals and Mining

Assessing Liontown (ASX:LTR) Valuation As Kathleen Valley Ramp Up And Offtake Deals Draw Focus

Why Liontown is in focus after Bell Potter’s latest commentary Bell Potter’s recent commentary on Liontown (ASX:LTR) has drawn attention to the upcoming production ramp-up at the Kathleen Valley lithium mine and the company’s existing offtake agreements with major electric vehicle and battery customers. See our latest analysis for Liontown. Liontown’s recent news sits against a backdrop of strong momentum, with a 30 day share price return of 41.91%, a 90 day gain of 96.35% and a very large 1...
ASX:IGO
ASX:IGOMetals and Mining

Assessing IGO (ASX:IGO) Valuation Ahead Of December 2025 Quarterly Results Webcast

IGO (ASX:IGO) is heading into a closely watched update, with investors focusing on its December 2025 quarterly results webcast on 29 January 2026, amid rising interest in battery minerals names. See our latest analysis for IGO. IGO’s share price has moved sharply over the past few months, with a 30 day share price return of 16.38% and a 90 day share price return of 66.92%. The 1 year total shareholder return of 66.92% contrasts with a 3 year total shareholder return of negative 31.69%. This...
ASX:MLX
ASX:MLXMetals and Mining

Is Metals X (ASX:MLX) Using Rentails FEED To Quietly Redefine Its Tin Asset Strategy?

Metals X announced that its Renison joint venture has awarded a front-end engineering and design (FEED) contract to GR Engineering Services for the planned Rentails tin tailings reprocessing plant, with FEED completion targeted for the third quarter of 2026 and a potential final investment decision later that year. This FEED award marks a tangible step toward unlocking additional tin production from historical tailings, which could enhance Renison’s role in global tin supply and extend the...
ASX:LOV
ASX:LOVSpecialty Retail

Is Canaccord’s Upgrade Reframe of Lovisa (ASX:LOV) a Turning Point in Its Expansion Strategy?

In recent days, Canaccord Genuity upgraded Lovisa Holdings from Hold to Buy, pointing to a more attractive risk‑reward profile supported by confidence in fiscal 2027 earnings. The broker highlighted that Lovisa’s expanded store rollout plans and potential operating cost efficiencies could underpin its longer-term earnings potential, despite ongoing concerns around cost growth and modest comparable store sales. We’ll now examine how Canaccord’s upgrade, anchored in Lovisa’s accelerated store...
ASX:CIA
ASX:CIAMetals and Mining

Is Rail Service Resumption Exposing a Concentration Risk in Champion Iron’s Logistics Strategy (ASX:CIA)?

Champion Iron Limited recently reported that railway services on the Quebec North Shore and Labrador Railway have resumed after a December 28, 2025 derailment, allowing high‑purity iron ore concentrate stockpiled at its Bloom Lake mine to begin moving again toward the port of Sept‑Îles. Although mine operations were not materially disrupted, the incident underscored how dependent Champion Iron’s sales and logistics are on a single rail corridor and the importance of its collaboration with...
ASX:BHP
ASX:BHPMetals and Mining

Is It Too Late To Consider BHP Group (ASX:BHP) After Strong Recent Share Gains?

If you are wondering whether BHP Group at around A$49.37 offers solid value or is pricing in too much optimism, it helps to step back and look at what the recent share performance and fundamentals are actually saying. Over the last week the stock return is 4.3%, over 30 days it is 11.6%, year to date it is 7.9%, and over the past year it is 28.8%, with a 3 year return of 15.7% and a 5 year return of 67.3%. These figures may influence how much upside or downside you feel is left. Recent news...
ASX:NEU
ASX:NEUPharmaceuticals

Neuren Pharmaceuticals (ASX:NEU) Valuation Check After DAYBUE Growth Outlook And Pipeline Progress

Neuren Pharmaceuticals (ASX:NEU) moved back into focus after partner Acadia Pharmaceuticals projected DAYBUE global net sales of about US$700 million by 2028, along with FDA approval of the new DAYBUE STIX powder formulation. See our latest analysis for Neuren Pharmaceuticals. Even after a recent 3.7% pullback in the 1 day share price return to A$19.71, Neuren’s 7 day share price return of 5.1% and 1 year total shareholder return of 60.5% suggest momentum has been supported by DAYBUE updates...