Australian Basic Materials Stock News

Why quarterly gold production is back in focus for Catalyst Metals Catalyst Metals (ASX:CYL) has drawn fresh attention after reporting an upbeat quarterly gold production update. This coincided with the share price reaching a two month high and has put its operations and current valuation back on investors’ radar. See our latest analysis for Catalyst Metals. The upbeat production update comes after a strong run in the share price, with a 1-day share price return of 14.65%, a 30-day share...

On 15 January 2026, Alcidion Group reported Q2 FY26 results showing a move from net loss to profit, backed by higher revenue, strong cash collections, a solid cash balance and no debt, underpinned by sizeable multi‑year healthcare IT contracts and reaffirmed guidance for positive EBITDA and operating cash flow. A key insight is that recent UK contract wins, including preferred Electronic Patient Record supplier status and Miya Precision expansions, have materially increased contracted...

In recent days, Commonwealth Bank of Australia lifted fixed home loan rates for owner-occupiers and investors by as much as 0.70 percentage points, pushing some three-year rates above 6% and ahead of an anticipated Reserve Bank of Australia cash rate increase in February. This move not only raises borrowing costs for households but also highlights how CBA is positioning its mortgage book in response to persistent inflation and expectations of tighter monetary policy. We’ll now explore how...

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...

Recent analyst downgrades of Fortescue (ASX:FMG) after a 55% share price rally have sharpened attention on iron ore price assumptions, valuation, and softer profit and revenue trends ahead of the December quarter report. See our latest analysis for Fortescue. Fortescue’s recent analyst downgrades, option conversions and employee equity grants sit against a backdrop of a strong 1 year total shareholder return of 27.85% and a 12.74% 3 month share price return. This suggests momentum has been...

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...

Recent news shows Telix Pharmaceuticals continuing to build out its radiopharmaceutical franchise, with Illuccix now commercially available in 17 countries and preparations under way to launch Gozellix, supported by expanded manufacturing and distribution capacity via the RLS Pharma acquisition. An underappreciated development is the lapse of several conditional share and appreciation rights, which reduces potential future dilution and simplifies Telix’s capital structure, refining how...

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...

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...

In recent days, coverage of Whitehaven Coal has focused on its cash flow generation, cost control and production efficiency within the Australian coal and energy sector, comparing these metrics with other ASX 100 companies. This renewed scrutiny of operating performance and cash flow efficiency offers readers a clearer lens on how Whitehaven Coal stacks up against large domestic peers. We’ll now explore how this spotlight on cash flow discipline and operational efficiency may influence...

South32 (ASX:S32) is scheduled to present at the Future Minerals Forum 2026 in Riyadh on 14 January, with CEO Graham Kerr set to speak. This presentation slot often draws investor attention to management commentary. See our latest analysis for South32. South32's recent momentum has been strong, with a 1 month share price return of 20.35% and a 90 day share price return of 28.57%. The 1 year total shareholder return of 22.30% sits against a more muted 3 year total shareholder return of a 1.77%...

Recent insider buying at Pro Medicus (ASX:PME), including on market purchases by senior executives and directors during the recent share price pullback, has drawn fresh attention to a stock that remains under technical selling pressure. See our latest analysis for Pro Medicus. At a share price of A$206.39, Pro Medicus is still in a clear technical downtrend, with a 30 day share price return of an 8.70% decline and a 90 day share price return of a 27.73% decline. Its 3 year total shareholder...

The Australian market today presents a mixed outlook, with the Aussie dollar inching closer to 67 cents against the USD and equities poised for a flat opening. For investors interested in exploring beyond well-known names, penny stocks—typically smaller or newer companies—offer intriguing possibilities. Despite the term's outdated feel, these stocks can still provide surprising value when backed by solid financials, offering potential for significant returns and stability.

In recent ASX trading, the S&P/ASX 200 reached a two-month high as strength in commodities-related sectors, particularly lithium, gold, and silver, lifted the index, while company updates such as Endeavour Group’s softer preliminary earnings and Lynas Rare Earths’ CEO transition also drew attention. What stands out is the broad commodity-led upswing, with lithium prices jumping very large over two sessions, signalling rising investor appetite for energy-transition exposures and helping pull...

Key Insights Finder Energy Holdings' significant private companies ownership suggests that the key decisions are...

Key Insights The considerable ownership by private companies in Omega Oil & Gas indicates that they collectively have a...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...

With a median price-to-sales (or "P/S") ratio of close to 2.1x in the Real Estate industry in Australia, you could be...

Microba Life Sciences Limited ( ASX:MAP ) shareholders would be excited to see that the share price has had a great...

Endeavour Group Limited recently reported modest group sales growth of 1% to A$6.68 billion for H1 FY26, but flagged a decline in profitability amid heavier discounting and one-off supply chain costs, while also confirming that ALH Hotels Managing Director Paul Carew has stepped down, with Paul Walton returning as interim leader. This mix of softer profit outcomes and leadership transition in the key hotels division highlights how Endeavour is balancing margin pressure, operational change,...

Brightstar Resources (ASX:BTR) is back on investors’ radar after fresh mining approvals at Lady Shenton and new drill results at Lord Byron lifted measured and indicated resources by 8%, which reduced project development risk. See our latest analysis for Brightstar Resources. Despite the latest mining approvals and resource upgrade, Brightstar’s 1 day share price return of 3.81% and 7 day share price return of 2.88% suggest some profit taking after recent optimism, while the 1 year total...

Boab Metals (ASX:BML) has reached a key funding milestone, completing an oversubscribed share purchase plan that, together with earlier raisings, fully finances the Sorby Hills Silver Lead Project through to first production in 2027. See our latest analysis for Boab Metals. The recent funding success and ASX quotation of an extra 17.5 million shares comes after a 30 day share price return of 29.63% and a 1 year total shareholder return of 200%. However, the latest 1 day move showed a 6.25%...

Despite an already strong run, Verbrec Limited ( ASX:VBC ) shares have been powering on, with a gain of 28% in the last...

PhosCo Ltd ( ASX:PHO ) insiders who purchased shares in the last 12 months were richly rewarded last week. The stock...