ASX:SDR
ASX:SDRSoftware

SiteMinder (ASX:SDR): Valuation Check After Adding AI-Focused Director Samantha Lawson to the Board

SiteMinder (ASX:SDR) has added Samantha Lawson to its board as an independent non executive director, bringing deep AI and digital transformation experience that could influence how investors think about the company’s next phase of product and revenue growth. See our latest analysis for SiteMinder. The latest board refresh lands while SiteMinder’s share price sits at A$6.27, with a modest year to date share price return and a powerful three year total shareholder return suggesting momentum...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After OpenAI AI Campus and GPU Supercluster Agreement

NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney. See our latest analysis for NEXTDC. The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
ASX:GQG
ASX:GQGCapital Markets

How Investors Are Reacting To GQG Partners (ASX:GQG) Net Outflows And Contrarian AI Stance

In November, GQG Partners reported ongoing net outflows across its equity strategies, yet total funds under management still edged up to US$166.1 billion, supported in part by portfolio moves such as reducing its stake in JSW Energy. The firm’s public scepticism about artificial intelligence, including a whitepaper questioning OpenAI’s business model, highlights an investment stance that increasingly contrasts with prevailing market enthusiasm for AI-related themes. We’ll now examine how...
ASX:NIC
ASX:NICMetals and Mining

Nickel Industries (ASX:NIC): Valuation Check After Higher 2025 Ore Quota and New Environmental Permit

Nickel Industries (ASX:NIC) just secured a higher 2025 ore sales quota at its Hengjaya project and a fresh five year environmental permit. This combination sparked the latest move in the share price. See our latest analysis for Nickel Industries. The latest bump in the share price, now A$0.775, sits against a mixed backdrop, with a double digit 90 day share price return of 10.71% but a weaker 1 year total shareholder return of negative 11.63%. This suggests short term momentum is improving...
ASX:TLC
ASX:TLCHospitality

What Lottery (ASX:TLC)'s CEO Transition Means For Shareholders

The Lottery Corporation Limited has recently appointed Wayne Pickup as a Director and as its new Managing Director and Chief Executive Officer, marking a change at the top of the organisation. This leadership transition could prove important for how the company balances its traditional lottery operations with its growing focus on digital and technology-led initiatives. We’ll now examine how Wayne Pickup’s appointment as Managing Director and CEO may influence Lottery’s existing investment...
ASX:ASB
ASX:ASBAerospace & Defense

Is Austal’s Surge in 2025 Justified by Its Cash Flow and Earnings Outlook?

Wondering if Austal at $6.23 is still a smart buy after its big run, or if you would just be chasing momentum? Let us unpack what the current price really implies about its value. The stock has slipped slightly in the short term, down 4.4% over the last week and 7.2% over the last month, but that comes after a huge rebound with shares up 101.0% year to date and 122.5% over the past year. Much of this surge has been driven by renewed optimism around Austal's defence shipbuilding contracts and...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR): Valuation Check After High-Grade Sandstone Hub Drilling Progress

Brightstar Resources (ASX:BTR) has caught traders attention after fresh drilling at its Sandstone Hub delivered high grade gold hits at the Bull Oak and Havilah deposits, alongside progress on its updated Pre Feasibility Study. See our latest analysis for Brightstar Resources. The market seems to be catching on to that story, with a 1 day share price return of 13.68% and a stronger 7 day share price return of 20.00%. This has helped turn a relatively modest year to date share price gain and a...
ASX:GPT
ASX:GPTREITs

Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has recently launched “Offline” at Queensland’s largest shopping centre, Pacific Fair, turning previously underused space into a rotating, short‑term physical hub for popular online-only brands. This concept highlights GPT’s attempt to blend e-commerce influence with in-person retail, potentially boosting centre vibrancy, tenant appeal and customer engagement. We’ll now explore how repurposing underutilised space for online brands’ pop-up stores may influence GPT Group’s broader...
ASX:CWY
ASX:CWYCommercial Services

Is Goldman’s Recycling-Led Growth Thesis Altering The Investment Case For Cleanaway Waste Management (ASX:CWY)?

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation After 52‑Week High on Green Steel and Stronger Iron Ore Prices

Fortescue (ASX:FMG) is back on traders’ radars after punching up to a new 52 week high, helped by firmer iron ore prices and growing interest in its hydrogen based steelmaking partnership with Taiyuan. See our latest analysis for Fortescue. That move to A$22.98 caps a strong run, with a roughly 15% one month share price return and around 25% one year total shareholder return. This suggests momentum is building as investors re-rate Fortescue’s green iron and decarbonisation push. If...
ASX:AMP
ASX:AMPDiversified Financial

Does AMP’s A$29 Million Advice Settlement Shift the Bull Case For AMP (ASX:AMP)?

Earlier this week, AMP agreed in principle to pay A$29 million to settle a long-running class action over adviser-recommended in-house life insurance products, with no admission of liability and final approval still subject to the courts. This resolution marks another step in AMP’s effort to close legacy conduct issues following a recent A$120 million superannuation fee settlement, potentially reducing litigation overhang on its reshaped wealth, banking, and retirement business. We’ll now...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN): Valuation Check After Strategic Lithium JV Expansion in Nevada

Evolution Mining (ASX:EVN) has just deepened its push into battery metals, lifting its stake to roughly 26% in the Nevada North Lithium joint venture and funding the next exploration phase in Nevada. See our latest analysis for Evolution Mining. The stronger position in Nevada North Lithium seems to be feeding into sentiment, with Evolution’s 90 day share price return of 28.89% and one year total shareholder return of 159.26% suggesting momentum is still building from a much longer...
ASX:MEI
ASX:MEIMetals and Mining

How The Delayed Caldeira Licence Decision Could Reshape Meteoric Resources’ (ASX:MEI) Rare Earths Narrative

Meteoric Resources NL reported that the vote on the Preliminary Environmental Licence for its Caldeira Rare Earth Project in Minas Gerais, Brazil, was postponed after the state environmental authority requested more time to address questions from the Federal Public Prosecutor's Office. The company highlighted that a comprehensive 3,000-page Environmental Impact Assessment and a favourable technical report from the state regulator underpin its confidence that existing submissions already...
ASX:NEU
ASX:NEUPharmaceuticals

Does Neuren Pharmaceuticals' (ASX:NEU) Pre-IND Delay Hint At Deeper Pipeline Timing Trade-Offs?

Earlier this month, Neuren Pharmaceuticals disclosed that the FDA’s pre-IND meeting for its NNZ-2591 program was pushed back by one month to late January 2026, citing an administrative delay that could modestly affect the development timeline for hypoxic ischemic encephalopathy and other rare neurological indications. This seemingly short postponement is important because NNZ-2591 is Neuren’s second key asset, already granted orphan drug designation in the US and EU, and any shift in its...
ASX:REG
ASX:REGHealthcare

Does Regis’ A$25m Regional Aged Care Sell‑Off Shift The Bull Case For Regis Healthcare (ASX:REG)?

Regis Healthcare has sold its Ayr and Home Hill aged care homes in Far North Queensland to Ozcare, crystallising an expected one-off pre-tax gain of about A$25 million in FY26 and reducing its regional bed count by 156. This divestment marks a shift toward a leaner, city-focused portfolio that analysts suggest could support more efficient operations and improved margins. Next, we’ll examine how Regis’ move away from regional beds toward higher-efficiency metropolitan facilities could...
ASX:DYL
ASX:DYLOil and Gas

Deep Yellow (ASX:DYL) Valuation After Fresh Incentive Grants and Director Share Purchases

Deep Yellow (ASX:DYL) has been busy on the capital management front, rolling out new performance rights, issuing shares to employees, and seeing directors lift their personal stakes, all squarely aimed at alignment rather than headline grabbing. See our latest analysis for Deep Yellow. Those insider friendly moves are landing against a strong backdrop, with the latest A$1.935 share price sitting on a punchy year to date share price return. The three and five year total shareholder returns...