Australian Capital Markets Stock News

Buy-back activity puts Aurizon Holdings (ASX:AZJ) in focus Aurizon Holdings (ASX:AZJ) has been steadily executing its on-market share buy-back, with frequent ASX updates and a shrinking listed share count. This has drawn fresh attention from investors tracking capital management decisions. See our latest analysis for Aurizon Holdings. Against the backdrop of the buy-back, Aurizon Holdings’ share price has moved to A$3.99, with a 30-day share price return of 11.14% and a 1-year total...

Lynas Rare Earths (ASX:LYC) has agreed a long term rare earth supply deal with key Japanese partners running through 2038. The agreement includes firm offtake volumes, floor pricing and renewed commitment from Japan to secure supply outside China. Price floors are aligned with strategic U.S. policy objectives, adding a policy link to a commercial contract. The deal provides clearer visibility on sales into Japan and underscores Lynas' role in non Chinese rare earth supply chains. Lynas...

Black Cat Syndicate Limited recently reported half-year results to 31 December 2025, with sales rising to A$169.09 million and net income reaching A$34.58 million, turning around a prior loss. This shift to profitability, reflected in basic earnings per share of A$0.048 from continuing operations, marks a material change in the company’s financial profile. We’ll explore how this move to profitability reshapes Black Cat Syndicate’s investment narrative and what it could mean for investors...

New Hope (ASX:NHC) has extended its share buyback program by one year, with the plan now running until 2 March 2027. This move often prompts investors to reassess capital management and valuation. See our latest analysis for New Hope. New Hope’s recent 1-month share price return of 8.84% and 90-day share price return of 26.88% suggest momentum has been building. A 1-year total shareholder return of 34.59% and a very large 5-year total shareholder return indicate longer term holders have also...

Brazilian Rare Earths Limited recently reported new exploration results from its Sulista Project in Bahia, Brazil, extending the mineralised strike to more than 17 kilometres and confirming multiple high-grade rare earth and critical mineral zones across Sulista East, Sulista South, Sulista West, Outcrop Ridge and Sulista North. These results position Sulista as an emerging district-scale rare earth system and support Brazilian Rare Earths’ plan to deliver a maiden JORC-compliant Mineral...

Music Valley exploration puts Dateline Resources in focus Dateline Resources (ASX:DTR) has commenced exploration at its newly acquired Music Valley heavy rare earth element project in California, with a high resolution helicopter magnetic and radiometric survey scheduled to begin next week. See our latest analysis for Dateline Resources. Dateline Resources’ recent exploration update lands after a period of strong share price momentum, with a 30 day share price return of 25.81% and a 90 day...

Stanmore Resources (ASX:SMR) recently released full year results highlighting record production and saleable output, higher dividends and strong underlying EBITDA and free cash flow, even as lower sales prices led to a net loss. See our latest analysis for Stanmore Resources. At a latest share price of A$2.80, Stanmore Resources has a 90 day share price return of 16.18% and a 1 year total shareholder return of 28.63%, pointing to building momentum despite recent shorter term share price...

Santos (ASX:STO) is back in the spotlight after a sharp rise in oil prices coincided with the first LNG shipments from its Barossa gas project and a sizeable share sale by CEO Kevin Gallagher. See our latest analysis for Santos. At A$7.38, Santos has built clear momentum recently, with a 30 day share price return of 6.19% and a 90 day share price return of 17.33%. Its 1 year total shareholder return of 25.37% and 5 year total shareholder return of 28.38% reflect how recent energy price moves,...

Ramelius Resources share buy-back and what it could mean for investors Ramelius Resources (ASX:RMS) is in the middle of an on market share buy-back, having already repurchased more than seven million ordinary shares. This affects how ownership and per-share metrics stack up for remaining investors. See our latest analysis for Ramelius Resources. At a share price of A$4.32, Ramelius Resources has seen a 1-day share price return of 1.89%, while its 30-day share price return of 5.68% contrasts...

Commonwealth Bank of Australia (ASX:CBA) has self reported potentially fraudulent home loans of around A$1b, involving AI generated documents. The situation has drawn ASIC scrutiny and police involvement, and put its compliance controls in the spotlight for investors. See our latest analysis for Commonwealth Bank of Australia. At a share price of A$172.67, CBA has seen firm momentum recently, with a 30 day share price return of 8% and a 90 day share price return of 13%. Its 1 year total...

In February 2026, Sandfire Resources Limited reported the death of a contractor employee following an incident at its MATSA operations in Spain, prompting a temporary suspension of activities while it works with Spanish authorities on a detailed investigation. This incident brings Sandfire’s operational safety practices and potential impacts on production continuity and regulatory obligations at MATSA into sharper focus for stakeholders. We’ll now examine how the temporary suspension at...

BHP Group (ASX:BHP) has been on investors’ radar after recent performance figures showed a 1 day return of 1.4% but a 7 day decline of 6.7%, prompting fresh questions about its current pricing. See our latest analysis for BHP Group. Zooming out, BHP Group’s recent pullback comes after a stronger run, with a 30 day share price return of 4.5%, a 90 day share price return of 15.2% and a 1 year total shareholder return of 39.0%. This suggests momentum has been positive over longer periods even as...

Kingsgate Consolidated (ASX:KCN) has drawn fresh attention after reporting half year sales of A$283.26 million, net income of A$88.09 million, and declaring an interim unfranked dividend of A$0.10 per share. See our latest analysis for Kingsgate Consolidated. The stock’s recent momentum reflects this mix of strong half year results, higher production and the newly declared interim dividend. It has a 30 day share price return of 25.09% and a very large 1 year total shareholder return. Short...

Liontown Resources recently held its H1 2026 earnings call on 12 March 2026, with investors focused on funding, cash flow, and development progress for the Kathleen Valley lithium project. A key focus for the market has been how management will address capital expenditure guidance, cash burn, and potential financing commitments that could shape the company’s near-term funding position. Next, we’ll examine how the company’s comments on Kathleen Valley funding and cash flow could influence...

QBE Insurance Group (ASX:QBE) is back in focus after fresh news on its on market share buy back and a shift toward tighter underwriting and specialty lines linked to climate and cyber risks. See our latest analysis for QBE Insurance Group. Those moves come after a mixed but generally positive run in the shares, with a 90 day share price return of 8.72% and a three year total shareholder return of 65.13%, suggesting momentum has been building around QBE’s tighter underwriting focus and ongoing...

Develop Global (ASX:DVP) has posted H1 2026 revenue of A$174.4 million with basic EPS of A$0.005, alongside trailing twelve month revenue of A$294.2 million and EPS of A$0.120 that reflect its move into profit over the past year. Over recent halves, the company has seen revenue move from A$113.5 million in H1 2025 to A$119.8 million in H2 2025 and then to A$174.4 million in H1 2026, while basic EPS shifted from A$0.0044 in H1 2025 to A$0.0801 in H2 2025 before landing at A$0.005 in the latest...

What Qantas Airways’ recent share performance tells you Qantas Airways (ASX:QAN) has recently seen a mixed share performance, with a 0.5% gain over the past day contrasted by declines over the week, month, and past 3 months. Over the past year, the stock shows a small positive total return. In comparison, the longer 3 and 5 year periods reflect stronger cumulative outcomes for investors who stayed invested through that time. See our latest analysis for Qantas Airways. At the current share...

Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend declaration. See our latest analysis for Super Retail Group. At a share price of A$14.74, Super Retail Group has seen a 1.87% 30 day share price return and a 6.94% share price decline year to date. The 1 year total shareholder return of 13.36% and 5 year total shareholder return of 83.53% indicate...

Atlas Arteria (ASX:ALX) has just released full year 2025 earnings, reporting revenue of A$160 million, net income of A$259.5 million, and basic EPS of A$0.179, alongside a second half distribution of 20 cents per security. See our latest analysis for Atlas Arteria. Atlas Arteria’s recent full year results and second half distribution have come against a softer 1-year share price return profile, with a 1-year total shareholder return of 2.29% contrasting with a weaker 3-year total shareholder...

Boss Energy Limited’s half-year results to 31 December 2025 showed sales rising to A$81.82 million from A$47.79 million, while net loss narrowed to A$7.92 million from A$9.5 million a year earlier. The reduction in basic and diluted loss per share from A$0.0232 to A$0.0191 highlights gradual progress toward improving profitability despite the business still operating at a loss. With sales increasing and losses narrowing in the latest half-year, we’ll now examine how this earnings update...

Harvey Norman Holdings (ASX:HVN) has drawn fresh attention after reporting half year net income of A$321.91 million and recommending a fully franked interim dividend of A$0.145 per share for the six months to 31 December 2025. See our latest analysis for Harvey Norman Holdings. Even with the latest half year result and higher interim dividend on the table, Harvey Norman Holdings’ recent share price momentum has been weak. The 30 day share price return is 15.73% and the year to date share...

If you are wondering whether Pantoro Gold is still good value after a strong run, this article walks through the key numbers so you can judge the price tag for yourself. The share price last closed at A$3.79, with returns of 53.8% over 1 year and a very large gain over 3 years, even though the stock has seen a 33.6% decline over 7 days, a 15.0% decline over 30 days and a 26.6% decline year to date. Recent coverage of Pantoro Gold has focused on how gold producers are being reassessed by...

Lynas Rare Earths Limited recently reported half-year results to 31 December 2025, with sales rising to A$413.69 million and net income to A$80.21 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. The sharp improvement in profitability over the prior half-year suggests the company has been converting higher revenue into materially stronger earnings efficiency. We’ll now examine how this surge in half-year net income...

TPG Telecom Limited has reported full-year 2025 results showing A$5,041 million in sales and A$461 million in net income, and in February 2026 confirmed an ordinary dividend of A$0.09 per share for the six months ended December 31, 2025, with an ex-dividend date of March 5, 2026 and payment on April 2, 2026. This shift from a net loss in the prior year to positive earnings, alongside a cash dividend, points to improved profitability and capital return capacity that could influence how...