ASX:BHP
ASX:BHPMetals and Mining

Autonomous Mining And Potash Expansion Could Be A Game Changer For BHP Group (ASX:BHP)

BHP Group recently reported stronger copper and iron ore production for the half year to December 31, 2025, lifted copper guidance for fiscal 2026, and confirmed higher capital costs and a mid‑2027 first production date for its US$8.40 billion Jansen Stage 1 potash project. At the same time, BHP has turned its Escondida Norte pit in Chile into one of the world’s first fully autonomous large‑scale mines, highlighting how automation and technology are reshaping its long‑term operations mix...
ASX:PEN
ASX:PENOil and Gas

Is Peninsula Energy (ASX:PEN) Quietly Reframing Its Uranium Ambitions Through Mine Unit 4’s Outperformance?

Peninsula Energy recently reported that ramp-up at its Lance Uranium Project is progressing, with Mine Unit 4 outperforming early operational expectations and overall 2026 production guidance maintained despite issues at Mine Unit 3. The company also completed a fully subscribed A$69.9 million equity raising and fully drew a Davidson Kempner debt facility, lifting cash to about US$36 million to support continued development as uranium prices strengthen on improving global nuclear demand and...
ASX:29M
ASX:29MMetals and Mining

A Look At 29Metals (ASX:29M) Valuation After Its Large Follow On Equity Offer And Rights Issue

Why 29Metals is back on investor radars 29Metals (ASX:29M) has drawn fresh attention after lodging a sizeable follow on equity offering of about A$149.8m, paired with a rights issue and an associated ex dividend date on January 21, 2026. The offer covers more than 374 million ordinary shares at A$0.40, issued at a A$0.022 discount per share, raising questions for existing and prospective shareholders about dilution, capital structure, and potential valuation resets. See our latest analysis...
ASX:AIS
ASX:AISMetals and Mining

Stronger Output, Debt Repayment And Constellation Approval Could Be A Game Changer For Aeris Resources (ASX:AIS)

Aeris Resources has now released its December 2025 quarterly results, reporting copper equivalent production of 10.1 kt, gold output above plan at Cracow, full repayment and cancellation of its A$50,000,000 WHSP debt facility, and regulatory consent for the Constellation project. Encouraging exploration outcomes, combined with balance sheet deleveraging and progress toward developing Constellation, signal a company focused on strengthening operational and project foundations. We’ll now look...
ASX:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation Ahead Of The Q2 2026 Earnings Call

Why the upcoming Q2 call matters for Ramelius Resources Interest in Ramelius Resources (ASX:RMS) is picking up as investors look ahead to the Q2 2026 earnings call on 29 January, which is expected to update the market on financial and operational performance. See our latest analysis for Ramelius Resources. At a share price of A$4.72, Ramelius has seen a 13.46% 30 day share price return and 42.17% 90 day share price return. Its 1 year total shareholder return of 96.45% and very large 3 year...
ASX:SS1
ASX:SS1Metals and Mining

Assessing Sun Silver (ASX:SS1) Valuation After Higher Grade Maverick Springs Drill Results

Drilling results at Maverick Springs put Sun Silver back in focus Sun Silver (ASX:SS1) is back on investor radars after fresh drill assays at its Maverick Springs project in Nevada returned grades above the existing resource, including high-grade silver and antimony intervals that strengthen confidence in the geological model. See our latest analysis for Sun Silver. The high grade Maverick Springs assays come after a sharp run in the stock, with a 90 day share price return of 136.65% and a 1...
ASX:PLS
ASX:PLSMetals and Mining

Has GFL’s Exit Left PLS Group (ASX:PLS) Leaner or More Exposed to Lithium Volatility?

GFL International Co., Limited recently exited its substantial shareholder position in PLS Group Limited by selling 32.19 million shares at A$5.00 each, while traders focused on upcoming operational disclosures amid shifting lithium sentiment. This combination of a reshaped share register and heightened attention on quarterly production, costs, and lithium price exposure is sharpening interest in how PLS Group is positioned within the global battery materials supply chain. Against this...
ASX:ANZ
ASX:ANZBanks

Did ANZ’s Note Redemption and Singapore Shift Just Reframe ANZ Group Holdings' (ASX:ANZ) Investment Narrative?

ANZ Group Holdings recently confirmed plans to redeem A$1.25 billion of subordinated notes in February 2026 and separately decided to consolidate its Singapore workforce into a single Marina One office as leases expire. Together with heightened focus on the Reserve Bank of Australia’s upcoming rate decision and ANZ’s February trading update, these moves highlight how the bank is actively fine-tuning capital, funding and workplace settings. With these developments in mind, we’ll explore how...
ASX:REG
ASX:REGHealthcare

Carmel Monaghan’s Board Appointment Might Change The Case For Investing In Regis Healthcare (ASX:REG)

Regis Healthcare Limited has appointed former Ramsay Health Care Australia CEO Carmel Monaghan as an independent Non-Executive Director, with her role effective from 1 February 2026, adding over 30 years of healthcare experience to its board. Her mix of large-scale healthcare operations expertise, governance experience across Australian and European boards, and focus on innovation and workforce development is expected to materially influence how Regis shapes its care model and organisational...