ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX): Weighing Valuation After New Carver Pump Prototyping Deal in U.S. Navy Supply Chain

IperionX (ASX:IPX) just moved its Carver Pump collaboration into the prototyping lane, with an initial order for titanium components that aim to slash U.S. Navy pump part lead times from over a year to under a week. See our latest analysis for IperionX. The move into prototyping comes as IperionX’s share price trades at A$5.03, with a 1 month share price return of 13.29% but a weaker 3 month share price return of minus 25.04%. Long term total shareholder returns above 600% over three years...
ASX:CHN
ASX:CHNMetals and Mining

Chalice Mining (ASX:CHN) Valuation Check After Governance Fix and Gonneville Pre‑Feasibility Update

Chalice Mining (ASX:CHN) has just resolved a governance issue by appointing independent director Garret Dixon as chair of its Audit Committee, while investors are also watching for the upcoming discussion on the Gonneville Project pre feasibility study. See our latest analysis for Chalice Mining. The governance clean up and focus on the Gonneville pre feasibility study seem to be feeding into a strong rebound narrative. The latest A$2.04 share price sits alongside an 80.53 percent year to...
ASX:360
ASX:360Software

Is Life360 (ASX:360) Using Patent Battles To Quietly Redraw Its Competitive Moat?

Earlier this year, Life360 filed a new complaint in the District of Delaware seeking to invalidate GoCodes’ U.S. Patent No. 8,973,813, following GoCodes’ voluntary dismissal of a prior infringement lawsuit against Life360 and its Tile subsidiary. This legal push highlights Life360’s intent to proactively defend its location-tracking technology, which could have implications for its product roadmap and competitive position. Next, we’ll examine how Life360’s patent challenge against GoCodes...
ASX:EVN
ASX:EVNMetals and Mining

What Evolution Mining (ASX:EVN)'s Analyst Upgrade and Earnings Buzz Means For Shareholders

Evolution Mining Limited has recently attracted increased investor attention after analysts upgraded the stock to ‘Buy,’ citing strong financial metrics and renewed interest ahead of its February 2026 earnings announcement. This shift in analyst sentiment highlights how expectations around production volumes, cost control and gold price exposure are becoming central to the company’s investment case. With analysts turning more optimistic on Evolution Mining’s prospects, we’ll examine how...
ASX:BAP
ASX:BAPRetail Distributors

Can Bapcor’s (ASX:BAP) New CEO and Relaxed Leverage Covenants Reframe Its Turnaround Risks?

Bapcor recently announced that outgoing CEO Angus McKay will be replaced by automotive aftermarket veteran Chris Wilesmith as CEO and Managing Director from 14 January 2026, alongside an updated FY26 earnings outlook that includes an expected Statutory NPAT loss of A$5 million–A$8 million in 1H26 and A$31 million–A$36 million for the full year. At the same time, Bapcor secured temporary lender approval to lift its net leverage covenant to 3.5 times adjusted EBITDA, giving the new leadership...
ASX:SGR
ASX:SGRHospitality

Star Entertainment Group (ASX:SGR): Valuation Check After Major Boardroom Overhaul and Leadership Reshuffle

Star Entertainment Group (ASX:SGR) has kicked off a fresh chapter after a packed December board meeting reshaped its leadership, with Bruce Mathieson Jnr moving from chairman to CEO and Soo Kim taking the chair. See our latest analysis for Star Entertainment Group. The leadership shake up and Bally's backed recapitalisation have given the stock fresh momentum, with a 30 day share price return of 52.94% contrasting sharply with a still deeply negative five year total shareholder return of...
ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): Evaluating Valuation After the Latest Follow-On Equity Offering and Funding Boost

Nova Minerals (ASX:NVA) just wrapped up a roughly A$20 million follow on equity offering in its American Depositary Shares, a capital raise that directly shapes how it funds the next phase of its growth plans. See our latest analysis for Nova Minerals. The fresh capital raise lands after a busy few weeks, including a US shelf registration and conference appearance. It comes as Nova’s 90 day share price return of 152.11 percent and 1 year total shareholder return of 179.69 percent signal...
ASX:MP1
ASX:MP1IT

Megaport (ASX:MP1): Weighing Valuation After a Choppy Few Months and Rapid Growth

Megaport (ASX:MP1) has had a choppy few months, but its longer term returns and rapid revenue and earnings growth are drawing fresh attention from investors who are trying to gauge whether the current pullback offers value. See our latest analysis for Megaport. At A$12.59, Megaport’s recent pullback, including a weaker 90 day share price return, sits in sharp contrast to its strong year to date share price momentum and impressive multi year total shareholder returns. This suggests sentiment...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Valuation Re‑Examined After Honeymoon Feasibility Study Withdrawal and Cost Outlook Shift

Boss Energy (ASX:BOE) has jolted investors by withdrawing its 2021 Honeymoon uranium feasibility study after a major review flagged less favourable mineralisation and higher long term costs, sending the stock sharply lower and putting the project back under the microscope. See our latest analysis for Boss Energy. The Honeymoon downgrade caps a rough stretch for shareholders, with a year to date share price return of around negative 47% and a one year total shareholder return of about negative...
ASX:WGX
ASX:WGXMetals and Mining

Restart Of Great Fingall High-Grade Mining Might Change The Case For Investing In Westgold Resources (ASX:WGX)

Westgold Resources has commenced mining the first high-grade stopes at the historic Great Fingall underground mine near Cue, Western Australia, with initial ore grades of over 3g/t feeding into its Cue processing hub alongside output from the Big Bell mine. This restart of Great Fingall, once a major producer in the early 1900s, marks a shift from development to production and is intended to lift higher-grade ore supply, support operating margins, and potentially extend mine life through...
ASX:WDS
ASX:WDSOil and Gas

Has the Market Mispriced Woodside After Recent Share Price Slide Despite Strong DCF Signals?

If you have been wondering whether Woodside Energy Group is a bargain or a potential value trap at today’s price, you are not alone. This article will walk through what the numbers are really saying. Despite a 7.8% slide over the last week and a 13.2% drop over the past month, the stock is still up 42.9% over five years. This tells us the long term story is very different from the recent red on the screen. Recent moves in the oil and gas complex, shifting expectations around global LNG...
ASX:ASB
ASX:ASBAerospace & Defense

Hanwha’s Expanded Stake and State Street’s Exit Could Be A Game Changer For Austal (ASX:ASB)

Austal Limited recently confirmed that State Street Global Advisors Europe Limited ceased to be a substantial holder on 12 December 2025, while Australia approved Hanwha’s move to lift its stake to 19.9% under strict security and data-access conditions. This rapid reshaping of Austal’s shareholder base could influence future voting outcomes, capital allocation choices, and the company’s longer-term corporate direction. We’ll now explore how Hanwha’s expanded role as a major shareholder could...