Australian Capital Markets Stock News

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:AZY
ASX:AZYMetals and Mining

Assessing Antipa Minerals (ASX:AZY) Valuation After Minyari Dome Resource Upgrade And PFS Progress

Why Antipa Minerals Is Back on Investors’ Radar Antipa Minerals (ASX:AZY) is drawing fresh interest after updating the Mineral Resource Estimate for its 100%-owned Minyari Dome gold copper project, taking the total resource to 3.3Moz AuEq. The company has also reported completion of Phase 1 drilling, substantial progress on Phase 2, and metallurgical testwork that supports a conventional processing flowsheet, with Pre Feasibility Study completion targeted for Q3 CY2026. See our latest...
ASX:A4N
ASX:A4NChemicals

Alpha HPA (ASX:A4N) Taps A$225m Equity Backed by NRFC – What Does It Signal?

Alpha HPA has completed a A$225 million follow-on equity offering, issuing up to 313.3 million new ordinary shares at A$0.75 each through an institutional placement and planned share purchase plan to fund construction and commercialisation of Stage 2 of its HPA First Project and expand Stage 1 capacity. A A$75 million cornerstone equity commitment from the National Reconstruction Fund Corporation underscores government backing for Alpha HPA’s aim to build what it describes as the world’s...
ASX:SVL
ASX:SVLMetals and Mining

Silver Mines (ASX:SVL) Valuation Check After New Share Quotation And Strong Recent Returns

Silver Mines (ASX:SVL) has applied for quotation of 1,702,900 new fully paid ordinary shares on the ASX, representing a modest expansion of its listed capital base that reflects ongoing capital management. See our latest analysis for Silver Mines. The latest issue comes after a sharp 47.06% 90 day share price return and a very large 224.68% 1 year total shareholder return. However, the 1 day share price return of 10.71% shows that sentiment around Silver Mines can shift quickly as investors...
ASX:LNW
ASX:LNWHospitality

Is Light & Wonder (ASX:LNW) Pricing Reflect Its Recent 16% One-Year Share Return

If you are wondering whether Light & Wonder’s current share price lines up with its underlying worth, you are not alone. This article is built to answer exactly that question. The stock last closed at A$167.06, with recent returns of 2.5% over 7 days, 6.0% over 30 days, 7.1% year to date and 16.2% over the past year. This has put valuation firmly in focus for many investors. Recent news coverage around Light & Wonder has focused on its positioning in the broader consumer services sector and...
ASX:CIA
ASX:CIAMetals and Mining

Champion Iron (ASX:CIA) Margin Improvement Challenges Cautious Earnings Narratives

Champion Iron (ASX:CIA) has put another quarter on the board, reporting Q3 2026 revenue of A$472.3 million and basic EPS of A$0.12, backed by trailing twelve month revenue of A$1.8 billion and EPS of A$0.35. The company has seen revenue move from A$363.2 million in Q3 2025 to A$472.3 million in Q3 2026, with basic EPS shifting from essentially flat at A$0.003 to A$0.12 over the same period. Net profit margin over the last year has settled at 10.4% versus 8.5% a year earlier, giving this...