ASX:SKS
ASX:SKSElectrical

Undiscovered Gems in Australia for October 2025

As the Australian market experiences a robust start to the week, buoyed by financial sector gains and anticipation surrounding the Albo-Trump meeting, investors are closely monitoring developments in rare earths amidst geopolitical tensions. In such dynamic conditions, identifying promising small-cap stocks requires a keen eye for companies poised to benefit from strategic partnerships and emerging industry trends.
ASX:BKI
ASX:BKICapital Markets

3 ASX Penny Stocks With Over A$100M Market Cap

The Australian market started the week strong, with the XJO climbing above 9,000 points, driven by gains in the financials sector as anticipation builds around a key meeting between Anthony Albanese and Donald Trump. In this context of economic shifts and strategic discussions on critical minerals, penny stocks remain an intriguing investment area for those seeking potential growth in smaller or newer companies. Despite their outdated name, these stocks can still offer surprising value when...
ASX:QBE
ASX:QBEInsurance

QBE (ASX:QBE) Valuation in Focus After Early Redemption of USD Subordinated Notes

QBE Insurance Group (ASX:QBE) has announced plans to redeem all of its USD-denominated Subordinated Notes ahead of schedule, after securing regulatory approval. This move represents a notable update to QBE's capital structure strategy. See our latest analysis for QBE Insurance Group. QBE’s decision to redeem its subordinated notes comes at an interesting juncture, as the stock price has endured some short-term volatility but delivered strong results over the long haul. While the share price...
ASX:ARR
ASX:ARRMetals and Mining

Assessing American Rare Earths (ASX:ARR) Valuation After Halleck Creek Processing Breakthrough and Project Progress

American Rare Earths (ASX:ARR) has caught attention after announcing a major breakthrough at its Halleck Creek project. The company successfully tackled a historic processing challenge and reduced unwanted byproducts in allanite-based rare earth extraction. See our latest analysis for American Rare Earths. Momentum around American Rare Earths has clearly built over recent months, with the stock posting a remarkable 68.66% 1-month share price return and an impressive year-to-date gain of...
ASX:SMI
ASX:SMIMetals and Mining

Santana Minerals (ASX:SMI) Is Up 24.0% After Securing Full Bendigo-Ophir Land Ownership and Ending Royalties

In recent news, Santana Minerals secured freehold ownership of all land encompassing its Bendigo-Ophir Gold Project in Otago, New Zealand, including the extinguishing of certain net smelter return royalties, for a total consideration of NZ$50 million paid in stages. This move gives Santana direct control over key gold deposits and vital infrastructure, significantly simplifying future project development and operational planning. We’ll explore how gaining full land ownership and eliminating...
ASX:OMH
ASX:OMHMetals and Mining

Euroz Hartleys Group And 2 Other ASX Penny Stocks To Watch

Australian shares have seen a slight dip in futures, reflecting a cautious market as investors await key economic developments and geopolitical talks. Amidst this backdrop, penny stocks present an intriguing opportunity for those looking to explore beyond established names. Although the term 'penny stocks' might seem outdated, these smaller or newer companies can offer a blend of affordability and growth potential when backed by strong financials.
ASX:CXO
ASX:CXOMetals and Mining

Core Lithium (ASX:CXO) Raises Fresh Capital—Will This New War Chest Accelerate Growth Plans?

Core Lithium Ltd recently completed an institutional placement by issuing 198,125,292 ordinary shares at A$0.105 per share to institutional and professional investors. This capital raise is part of Core Lithium's plan to reinforce its financial footing and create opportunities for operational growth in the lithium sector. We will explore how this equity placement may reshape Core Lithium's investment narrative, particularly its impact on available growth capital. AI is about to change...
ASX:MGX
ASX:MGXMetals and Mining

IPD Group And 2 Other ASX Penny Stocks To Consider

The Australian market is facing a potential decline, influenced by the rising gold prices and weaker-than-expected jobs data, which could keep the indices within the 9,000 range. Amid these conditions, investors often look for opportunities that balance risk and reward, making penny stocks an intriguing option. Although considered a vintage term, penny stocks can still offer significant value when backed by robust financials and solid fundamentals.
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Tightens Operations and Accelerates Green Shift Is Its Cost Base Now Sustainable?

In recent weeks, Fortescue Metals Group announced significant operational changes, including large-scale job cuts, a shift of electric motor manufacturing to China, and new contracts for decarbonisation power infrastructure at its mining sites. These moves highlight Fortescue's continued response to market pressures and dedication to sustainability, as it streamlines costs and accelerates its transition toward greener mining operations. We'll explore how these operational changes and renewed...
ASX:RRL
ASX:RRLMetals and Mining

Does Regis Resources’ (ASX:RRL) Steady Output Reveal Resilience or Sector Challenges Ahead?

Regis Resources Limited recently reported its operating results for the quarter ended 30 September 2025, announcing total group gold production of 90.4 thousand ounces and presented an operations and outlook update at the Citi Investment Conference. The company reaffirmed its mineral resource and reserve estimates while highlighting sector risks, offering investors a comprehensive view of both its performance and the challenges facing the gold industry. We'll explore how Regis Resources'...
ASX:QBE
ASX:QBEInsurance

Is QBE (ASX:QBE) Reshaping Its Risk Profile With Early Debt Redemption?

QBE Insurance Group has redeemed all its outstanding US$300 million Subordinated Notes early as of 12 November 2025, following approval from APRA, with the notes to be cancelled and delisted from the Singapore Exchange. This early redemption reflects a significant capital management move that changes the company's debt profile and signals ongoing regulatory engagement. We'll explore how this proactive capital management step may influence QBE's investment outlook and risk...
ASX:GMD
ASX:GMDMetals and Mining

Why Genesis Minerals (ASX:GMD) Is Up 16.4% After Record Gold Output and Strong Profit Guidance

Genesis Minerals recently reported record September-quarter gold production of 72,878 ounces and unaudited statutory net profit after tax between A$105 million and A$115 million. The company's strong operational and financial performance underscores momentum in its ‘ASPIRE 400’ expansion strategy, which emphasizes plant upgrades and boosted exploration spending. We’ll examine how Genesis Minerals’ record-setting gold production shapes its investment narrative and future development...
ASX:EMR
ASX:EMRMetals and Mining

Emerald Resources (ASX:EMR) Valuation Review Following Okvau Mine Production Shortfall and Expansion Update

Emerald Resources (ASX:EMR) has updated investors on the Okvau Gold Mine, reporting that third-quarter production fell short of prior guidance after heavy rainfall limited access to high grade ore during September. See our latest analysis for Emerald Resources. Despite a weather-disrupted quarter, Emerald Resources’ 1-day share price return jumped 4.12%, capping off a formidable 29.6% gain for the past month and a year-to-date share price surge of 69.5%. With a 1-year total shareholder return...
ASX:NVX
ASX:NVXElectronic

Capital Injection and BNY Mellon's Larger Stake Could Be a Game Changer for NOVONIX (ASX:NVX)

Earlier this week, NOVONIX Limited announced the issuance of 48,044,482 new shares on the Australian Securities Exchange after the conversion of convertible debentures to strengthen its capital structure and position in the battery materials sector. BNY Mellon’s recent move to increase its holding in NOVONIX from 8% to 10% illustrates growing international institutional interest, especially from US investors using the ADR system. We'll explore how BNY Mellon's heightened stake and the share...
ASX:PNV
ASX:PNVMedical Equipment

PolyNovo (ASX:PNV) Valuation in Focus After Board Appointment of ResMed Veteran Robert Douglas

PolyNovo (ASX:PNV) has just appointed Robert Douglas to its Board of Directors, sparking fresh interest from investors. Douglas’s background in medical device technology and board-level oversight could influence PolyNovo’s next phase of growth. See our latest analysis for PolyNovo. PolyNovo’s appointment of Robert Douglas arrives at a time when the market has been recalibrating its expectations. The stock’s 1-year total shareholder return of -45.5% and year-to-date share price return of...
ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): A Closer Look at Valuation Following US Defense Funding and Strategic Antimony Push

Nova Minerals (ASX:NVA) is in the spotlight after securing major US Department of Defense funding for its Alaskan antimony supply chain project. The company has also been invited to brief top US and Australian officials ahead of the upcoming summit. See our latest analysis for Nova Minerals. NVA’s soaring profile and recent government deals have been matched by extraordinary momentum, with a 30-day share price return of 395% and a staggering 1-year total shareholder return of 687%. The...
ASX:29M
ASX:29MMetals and Mining

Can 29Metals' (ASX:29M) Response to Mine Disruptions Define Its Long-Term Operational Resilience?

Earlier this week, 29Metals reported a sharp fall in quarterly zinc production at its Golden Grove mine due to restricted access to high-grade zinc stopes following seismic activity, while copper output increased compared to the same period last year. This operational disruption highlights ongoing geotechnical risks in key mining areas, underscoring the unpredictability of production outcomes for the company. We'll explore how the setback in accessing higher-grade zinc ore shapes 29Metals'...