ASX:LYC
ASX:LYCMetals and Mining

Is Lynas Rare Earths Attractive After a 19% Pullback Amid Supply Chain Uncertainty in 2025?

Thinking about whether Lynas Rare Earths is truly worth its current price? You are definitely not alone, as plenty of investors wonder if there is value hidden beneath the headlines. The share price has been on a wild ride this year, surging 133.5% year to date and 96.0% over the past 12 months. However, with a pullback of 19.0% in the last week alone, things are looking even more interesting from a risk and reward perspective. Big moves like these have come as the market digests reports...
ASX:NCK
ASX:NCKSpecialty Retail

Will Nick Scali’s (ASX:NCK) Leadership Shift Reshape Its Long-Term Governance and Growth Strategy?

Nick Scali Limited recently announced that John Ingram retired as Chair and Non-Executive Director at the conclusion of its Annual General Meeting on 29 October 2025, with Managing Director and CEO Anthony Scali stepping into the role of Executive Chair and William Koeck becoming Deputy Chair and Lead Independent Director. This leadership reshuffle follows more than two decades of steady oversight by Ingram, marking a significant change in governance as the company enters a new era of...
ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE) Is Up 5.6% After Record Infrastructure-Driven Results and Upbeat Outlook

Southern Cross Electrical Engineering recently reported record revenue and profit for FY2025, driven by strong demand for data centre, battery energy storage, and airport infrastructure projects. While the Infrastructure segment showed impressive expansion, the Commercial and Resources segments declined, leading management to pursue further acquisitions and forecast significant EBITDA growth for FY2026. We'll explore how record infrastructure project demand, as highlighted in the recent...
ASX:PLS
ASX:PLSMetals and Mining

Pilbara Minerals (ASX:PLS) Valuation in Focus After Lithium Sector Upgrades and Evolving Market Outlook

Pilbara Minerals (ASX:PLS) is drawing attention after recent upgrades for the Australian lithium sector and rising spodumene price forecasts. These developments have been spurred by stronger electric vehicle demand and supply shifts in the market. See our latest analysis for Pilbara Minerals. Pilbara Minerals has surged on renewed optimism in the lithium sector, riding momentum from strong lithium price recovery, sector upgrades, and headline-making moves such as its recent ASX share...
ASX:S32
ASX:S32Metals and Mining

How Leadership Changes Will Shape South32's (ASX:S32) Strategic Direction and Investor Outlook

South32 Limited recently announced several key board changes, including the retirement of its Chair Karen Wood AM effective February 2026 and the upcoming succession by Stephen Pearce, alongside the retirement of long-serving independent Non-Executive Directors Frank Cooper AO and Dr. Ntombifuthi Mtoba following the 2025 Annual General Meeting. These developments mark a significant refresh of South32’s governance structure, introducing new leadership experience and perspectives at a critical...
ASX:BHP
ASX:BHPMetals and Mining

The Bull Case For BHP Group (ASX:BHP) Could Change Following New Production Guidance and South Flank Focus

BHP Group Limited recently announced quarterly production results, reporting 493,600 tonnes of copper and 64.1 million tonnes of iron ore for the period ending September 30, 2025, and issued guidance for fiscal 2026 targeting up to 2 million tonnes of copper and 269 million tonnes of iron ore. The company has also confirmed a shift in iron ore operations to focus on South Flank, following a US-Australia agreement that highlighted BHP's position in supplying essential minerals amid rising...
ASX:TLS
ASX:TLSTelecom

Telstra (ASX:TLS) Valuation in Focus as Market Dynamics Challenge Growth Prospects

Telstra Group (ASX:TLS) is navigating a market shaped by mobile pricing competition, regulatory uncertainty, and the effects of Australia’s mature telecom industry. These factors are currently limiting growth and drawing investor attention to Telstra’s infrastructure strategy for future gains. See our latest analysis for Telstra Group. Telsra’s share price has climbed steadily this year, now at $4.88, with a 21% year-to-date share price return reflecting renewed optimism in its strategy, even...
ASX:WHC
ASX:WHCOil and Gas

The Bull Case For Whitehaven Coal (ASX:WHC) Could Change Following Major Queensland Cost-Cutting Initiative – Learn Why

Whitehaven Coal recently announced plans to remove an additional A$60 million to A$80 million in costs from its Queensland operations by the end of June 2026, focusing on operational efficiency improvements. This initiative reflects the company’s efforts to strengthen its financial position amid changing market dynamics and industry pressures. We’ll explore how these cost-cutting measures could influence Whitehaven Coal’s long-term investment appeal and earnings outlook. This technology...