ASX:DRO
ASX:DROAerospace & Defense

JPMorgan’s New 5% Stake Could Be A Game Changer For DroneShield (ASX:DRO)

In early January 2026, JPMorgan Chase & Co and its affiliates disclosed they had become a substantial holder in DroneShield with a stake just above 5%, drawing fresh attention to the company’s large defense contracts and upcoming audited 2025 results. This new institutional presence highlights how shifts in major shareholder positions can interact with contract delivery timing and cash receipts to influence how investors assess DroneShield’s risk and opportunity mix. With JPMorgan’s...
ASX:WDS
ASX:WDSOil and Gas

Does Scarborough FPU Arrival Shift Project Delivery Risk In Woodside Energy Group’s LNG Story (ASX:WDS)?

Woodside Energy Group recently reported that the floating production unit for its Scarborough gas field has arrived in the Carnarvon Basin, confirming the project is over 91% complete and moving closer to first LNG cargo expected in the second half of this year. This progress milestone reinforces Scarborough’s role as a core asset in Woodside’s LNG portfolio, potentially influencing expectations around future production volumes and project execution risk. We’ll now explore how the...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Valuation Review As All Time High Follows Major Defence Contract Wins

Austal (ASX:ASB) has hit an all time high after securing a Strategic Shipbuilding Agreement with the Australian Government worth an initial A$1b to A$1.3b and expanding its U.S. shipyard operations. See our latest analysis for Austal. That agreement and the U.S. yard expansion sit on top of strong recent momentum, with a 30 day share price return of 33.74% and a 1 year total shareholder return of 178.10% signaling that investors are aggressively repricing Austal’s defence exposure. If...
ASX:BML
ASX:BMLMetals and Mining

Boab Metals (ASX:BML) Is Up 17.9% After Fully Funding Sorby Hills Project Development – Has The Bull Case Changed?

Boab Metals has recently completed a follow-on equity offering of A$6.99 million at A$0.40 per share, issuing 17,499,964 new ordinary shares and applying to quote them on the ASX to support its Sorby Hills Silver-Lead Project. Together with an oversubscribed share purchase plan and broader funding package, this equity raise contributes to approximately A$350 million in secured funding, giving the company full financial certainty to progress Sorby Hills through development and construction to...
ASX:TTT
ASX:TTTChemicals

How Titomic’s (ASX:TTT) European Leadership Refresh Could Shape Its Global Execution Story

Titomic Limited has announced leadership changes within its European division, with Chris Myers becoming President of Titomic Europe in early 2026 and Ferdy Touwen promoted to Deputy President & Head of European Operations, while outgoing leader Klaas Rozema moves into a Senior Executive Advisor role ahead of a planned sabbatical. This reshaping of Titomic’s European leadership concentrates commercial and operational responsibility in a refreshed team, aiming to support execution, customer...
ASX:NMG
ASX:NMGMetals and Mining

A Look At New Murchison Gold’s Valuation After High Grade Lydia Drilling Results

Why New Murchison Gold is on investors’ radar today New Murchison Gold (ASX:NMG) has drawn fresh attention after reporting high grade drilling results from the Lydia Project, extending the Lydia shear zone and supporting plans to progress the prospect toward production. See our latest analysis for New Murchison Gold. That Lydia update comes on the back of strong recent momentum, with a 90 day share price return of 106.67% and a very large 1 year total shareholder return, suggesting sector...
ASX:CIA
ASX:CIAMetals and Mining

A Look At Champion Iron (ASX:CIA) Valuation As Quebec Rail Services Gradually Resume

Champion Iron (ASX:CIA) reported that rail services on the Quebec North Shore and Labrador Railway are gradually back online after a third party derailment disrupted shipments from its Bloom Lake iron ore operations. See our latest analysis for Champion Iron. The latest rail update comes after a strong run in the shares, with a 31.08% 90 day share price return, while the 1 year total shareholder return of 15.30% points to momentum that has been building rather than fading. If this kind of...
ASX:NAB
ASX:NABBanks

What National Australia Bank (ASX:NAB)'s Digital Overhaul And Brand Push Means For Shareholders

In recent days, National Australia Bank has advanced its digital transformation with the Harness platform and launched its enterprise-wide ‘Your Partner for Every Stage’ brand campaign, while investors watch upcoming Reserve Bank of Australia decisions and the bank’s February trading update. Together, these technology and brand initiatives highlight NAB’s push to streamline operations and strengthen customer relationships in a tightly regulated banking landscape. We’ll now examine how NAB’s...
ASX:PNR
ASX:PNRMetals and Mining

Is Daisy South’s New High-Grade Open Pit Altering The Investment Case For Pantoro Gold (ASX:PNR)?

Pantoro Gold has reported high-grade drilling results from the Daisy South deposit at its 100%-owned Norseman Gold Project, confirming extensions to mineralisation and supporting a new open pit development alongside existing operations. The decision to mine Daisy South in tandem with the Gladstone Everlasting Open Pit highlights Pantoro Gold’s focus on improving fleet efficiency and extending open pit mine life at Norseman. We’ll now examine how the confirmed extensions at Daisy South and...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Valuation Check As Half Year Results And Possible U S Listing Draw Closer

Zip Co (ASX:ZIP) is back in focus as investors look ahead to its half year results on 19 February and weigh the company’s plans for U.S. growth, including a potential secondary listing. See our latest analysis for Zip Co. The recent focus on half year results and potential U.S. listing plans comes after a mixed period for investors, with a 90 day share price return of a 29.31% decline but a 1 year total shareholder return of 13.10%. The 3 year total shareholder return is very large and the 5...
ASX:CXO
ASX:CXOMetals and Mining

Assessing Core Lithium’s Valuation As Investors Focus On Possible Mining Restart

Recent attention on Core Lithium (ASX:CXO) has been driven by speculation that its lithium mining operations could restart as lithium prices recover, even as the share price has slipped 1.5% and management reports no clear trading explanation. See our latest analysis for Core Lithium. Those hopes around a possible restart sit against a sharp rebound in the share price over the past quarter, with a 30 day share price return of 36.96% and a 90 day share price return of 173.91%. The 1 year total...
ASX:TGF
ASX:TGFCapital Markets

ASX Penny Stocks Spotlight: Aussie Broadband And Two Others To Consider

The Australian market is poised for a slight retreat, influenced by lackluster U.S. reporting season results and geopolitical tensions impacting investor sentiment. Despite these broader market challenges, penny stocks—though an old term—remain a relevant investment area for those seeking opportunities in smaller or newer companies. With strong financials, these stocks can offer both affordability and growth potential; this article will spotlight several that stand out for their financial...
ASX:TEA
ASX:TEAConstruction

Is Tasmea’s Updated Share Plan Quietly Redefining Governance Priorities at Tasmea (ASX:TEA)?

Tasmea recently updated its share incentive program, outlining a refreshed equity-based reward structure aimed at strengthening governance transparency and aligning employee interests with shareholders. This move highlights how equity-based compensation can support workforce cohesion while keeping the company’s overall capital structure broadly consistent within Australia’s listed market framework. We’ll now examine how Tasmea’s renewed focus on governance transparency through its share...
ASX:SUL
ASX:SULSpecialty Retail

How Record H1 FY26 Sales and Lower Profit Guidance At Super Retail Group (ASX:SUL) Has Changed Its Investment Story

Super Retail Group recently reported record first-half FY26 sales of A$2.20 billion, with total sales up 4.2% and like-for-like sales growing 2.5%, but guided to a lower normalised profit before tax of A$172 million to A$175 million versus the prior period. The result highlights a tension between strong trading momentum and profitability, as elevated discounting, margin pressure at rebel, and duplication costs from new systems and distribution infrastructure weighed on earnings despite a...
ASX:ARU
ASX:ARUMetals and Mining

How Investors May Respond To Arafura Rare Earths (ASX:ARU) Potential US$1.05 Billion Cornerstone Funding

Arafura Rare Earths has drawn fresh market attention after reports of potential cornerstone funding of about US$1.05 billion for its Nolans rare earths project, seen as an important step toward securing overall project financing and construction. This prospective funding package is material because it could address a major capital hurdle for Nolans, sharpening focus on how Arafura might progress from project planning into development. With recent share price moves and potential...
ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...