ASX:IGO
ASX:IGOMetals and Mining

Will IGO's (ASX:IGO) Battery Minerals Strategy Shift After New Production Guidance and JV Exit?

IGO Limited recently released its full-year operating results for 2025 and provided new production guidance for 2026, covering key commodities including nickel, copper, cobalt, spodumene, and lithium hydroxide. This update also followed the termination of the Fraser Range Joint Venture, transferring IGO’s former interest in the Big Bullocks exploration licence to Carawine Resources Limited for a nominal sum. We'll now explore how IGO’s updated production guidance for battery minerals shapes...
ASX:SGQ
ASX:SGQMetals and Mining

St George Mining (ASX:SGQ) Valuation in Focus After Araxá Project Milestone Update

If you have been watching St George Mining (ASX:SGQ), you will know the company recently held a shareholder and analyst call to update the market about its Araxá Project, a venture centered on rare earths and niobium. This event provided a clearer picture of the company’s progress and its roadmap over the next year, particularly regarding milestones that could be critical for investors tracking strategic resources. The new project details and company updates come after a stretch of positive...
ASX:GMG
ASX:GMGIndustrial REITs

Goodman Group (ASX:GMG): Assessing Valuation After Recent Quiet Share Price Moves

Goodman Group (ASX:GMG) has recently popped up on investor radars after a steady few sessions on the ASX, though there is no specific event pushing the stock today. Sometimes that in itself is enough to catch people’s attention; when price action perks up or drifts down without a headline, it can make you wonder if there is more going on beneath the surface. For Goodman Group, a real estate heavyweight, such movements often spark debate among investors trying to size up whether it is simply...
ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX) Is Down 10.8% After Announcing Accelerated US Titanium Powder Capacity Expansion

On September 2, 2025, IperionX Limited announced an accelerated U.S. titanium production buildout, increasing annual nameplate titanium powder capacity by 60% to 200 metric tons and targeting additional scale to 1,400 metric tons by mid-2027, supported by U.S. Department of Defense funding. This expansion leverages IperionX’s proprietary process innovations to target industry-low unit costs, positioning the company as a cost and volume leader in the American titanium sector. We’ll explore...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS) Is Up 22.6% After Swinging to FY25 Profit—Has The Bull Case Changed?

Aeris Resources Limited reported full-year results for 2025, posting A$577.06 million in sales and returning to net profitability with earnings of A$45.2 million, after reporting a net loss the previous year. This turnaround was supported by stronger operational performance and reserve upgrades at key projects, as well as successful refinancing and entry into the All Ords Index. We'll examine how the company's reversal to profitability, driven by improved project execution, reframes its...
ASX:DDR
ASX:DDRElectronic

Dicker Data (ASX:DDR) Valuation in Focus After Governance Changes and Leadership Transition

If you have been tracking Dicker Data (ASX:DDR), recent governance changes may have caught your eye. After Ms. Fiona Brown stepped in as Executive Chair, the company revealed it was out of step with ASX Listing Rules and launched a search for an Independent Non-Executive Director to bring things back in line. Until that appointment, Dicker Data has put temporary oversight structures in place. This signals a proactive approach to compliance and investor confidence during this leadership...
ASX:SYA
ASX:SYAMetals and Mining

Elevra Lithium (ASX:SYA) Valuation in Focus After Major Equity Raise and NASDAQ Composite Inclusion

Elevra Lithium (ASX:SYA) has caught the market’s eye this week after completing a major follow-on equity offering of AUD 109 million, following its addition to the NASDAQ Composite Index. A capital raise of this scale can signal bold ambitions, giving the company more flexibility for funding growth or shoring up its financial standing. At the same time, inclusion in a major index often brings fresh attention from institutional and retail investors alike, widening the stock’s potential...
ASX:PWH
ASX:PWHAuto Components

PWR Holdings (ASX:PWH) Valuation in Focus as Performance Rights Lapse and New Incentives Announced

If you have been following PWR Holdings (ASX:PWH) lately, you will have noticed a lot happening in a short space of time. The company’s recent announcement that 155,412 performance rights have lapsed because certain conditions were not met catches the eye for what it might signal about internal goal setting or broader performance hurdles. At the same time, PWR has issued new shares to employees as part of its incentive scheme and is inviting stakeholders to its AGM hosted at a brand-new...
ASX:CGS
ASX:CGSHealthcare Services

ASX Penny Stocks To Consider In September 2025

The Australian market is experiencing a "September breather," with ASX 200 futures pointing to a slight retreat, while Wall Street continues its bullish trend. Amidst these broader market movements, investors often turn their attention to penny stocks—an area that still holds potential despite being considered somewhat outdated. These smaller or newer companies can offer unique opportunities for growth, especially when they possess strong financials and clear growth paths.