ASX:DYL
ASX:DYLOil and Gas

Does Deep Yellow (ASX:DYL)’s New CEO and Tumas Progress Reframe Its Long-Term Uranium Strategy?

Deep Yellow has announced the appointment of Greg Field as Chief Executive Officer and Managing Director, effective 2 February 2026, with Acting CEO Craig Barnes returning to his role as CFO. This leadership change comes alongside ongoing progress at the Tumas uranium project in Namibia, including advanced detailed engineering and supporting infrastructure agreements. We’ll now examine how the Tumas project’s engineering progress and leadership transition could influence Deep Yellow’s...
ASX:QOR
ASX:QORSoftware

Qoria’s Valuation After Quarterly Update And Sharp Share Price Reset

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Valuation Check As ARR Growth Plans And New UK Wins Support Long Term Outlook

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...
ASX:NVX
ASX:NVXElectronic

A Look At Novonix's Valuation After Lost Stellantis Deal And Delayed Panasonic Production Timeline

NOVONIX (ASX:NVX) is back in focus after losing a large supply agreement with Stellantis and delaying the expected start of mass production for Panasonic-linked anode material until the second half of 2027. See our latest analysis for NOVONIX. The setbacks with Stellantis and the delayed Panasonic ramp up come against a backdrop of weaker trading momentum, with a 90 day share price return of 40.29% decline and a 1 year total shareholder return of 27.83% loss. The 5 year total shareholder...
ASX:SNL
ASX:SNLRetail Distributors

Assessing Supply Network’s Valuation After A Higher Fully Franked Interim Dividend Announcement

Dividend announcement and what it means for investors Supply Network (ASX:SNL) has declared a fully franked interim dividend of A$0.36 per share for the six months to 31 December 2025, with an ex date of 18 March and payment on 2 April 2026. See our latest analysis for Supply Network. The dividend news lands after a 9.5% year to date share price return and a 9.5% 30 day share price return, while the 3 year total shareholder return of about 3x suggests longer term holders have already seen...
ASX:RSG
ASX:RSGMetals and Mining

Is Resolute Mining’s (ASX:RSG) Costlier 2026 Outlook Masking a Higher-Risk Growth Pivot?

Resolute Mining Limited has released its fourth quarter and full-year 2025 results, confirming lower gold production and sales versus 2024, alongside updated 2026 guidance of 250,000–275,000 ounces at a Group AISC of US$2,000–US$2,200 per ounce. The company also reaffirmed its JORC-compliant reserves and advanced the larger Doropo project towards a planned mid-2026 construction start and first gold in the first half of 2028, signalling a shift toward capital-intensive growth projects. We’ll...
ASX:DTR
ASX:DTRMetals and Mining

Why Dateline Resources (ASX:DTR) Is Up 12.0% After Insider-Backed A$35m Colosseum Project Raise

Dateline Resources Limited recently completed a A$35.03 million follow-on equity offering of 113,000,000 ordinary shares at A$0.31 each, alongside the quotation of additional shares issued from exercised options. The raise, which included meaningful participation from senior management and directors, positions the company to accelerate work on its Colosseum gold project, including advancing feasibility studies, exploration, and ordering long-lead items for a potential mine restart and U.S...
ASX:APX
ASX:APXIT

Appen’s Valuation After Renewed AI Interest And Investor Focus On Upcoming Earnings

Why Appen’s latest price move has investors watching earnings closely Appen (ASX:APX) jumped 10.70% in pre market trading on 24 January 2026, as heavier volumes and renewed interest in its AI data services pushed attention toward the company’s upcoming earnings announcement. For current and potential shareholders, that price reaction turns the next earnings release into a key moment, because it may offer clearer insight into how Appen’s operations and revenue are tracking. See our latest...
ASX:GMD
ASX:GMDMetals and Mining

Is Genesis Minerals (ASX:GMD) Leveraging ASX 200 Inclusion To Redefine Its Investor Engagement Strategy?

Genesis Minerals has flagged the upcoming release of its December 2025 quarterly report on 29 January 2026, accompanied by a same-day investor teleconference and live audio stream to update the market on operations and financials. Combined with Genesis Minerals’ recent inclusion in the ASX 200 index, these disclosures highlight the company’s growing visibility and emphasis on direct investor engagement. With these developments in focus, we’ll now examine how ASX 200 index inclusion may...
ASX:RRL
ASX:RRLMetals and Mining

Assessing Regis Resources (ASX:RRL) Valuation After Strong Q2 Results And Dividend Resumption

Regis Resources (ASX:RRL) is back in focus after reporting strong Q2 2026 operations, including gold sales of 96,600 ounces, cash and bullion of A$930 million, and the resumption of fully franked dividends. See our latest analysis for Regis Resources. The strong Q2 update comes after a period of renewed interest in Regis Resources, with a 1 day share price return of 10.16% at A$8.35 and a 90 day share price return of 34.46%. The 1 year total shareholder return of 180.13% suggests momentum has...
ASX:AFI
ASX:AFICapital Markets

Did AFIC's Bigger Buyback and Higher Dividend Just Redefine Australian Foundation Investment's (ASX:AFI) Capital Priorities?

Australian Foundation Investment Company Limited has reported half-year 2025 results, with revenue of A$171.76 million and net income of A$146.89 million, alongside authorising a share buyback of up to 111,898,784 shares and declaring an ordinary dividend of A$0.145 per share payable in February 2026. By pairing a large capital management initiative with a higher interim dividend after slightly lower earnings, the company is emphasising shareholder returns despite a modest year-on-year...
ASX:360
ASX:360Software

Why Life360 (ASX:360) Is Up 15.6% After Upgrading 2025 Guidance On Surging Global Subscribers

Life360 recently reported record fourth-quarter 2025 operating metrics, with monthly active users reaching 95.8 million and paying Circles climbing to 2.8 million, while lifting its full-year 2025 revenue guidance to US$486–US$489 million and expecting adjusted EBITDA of US$87–US$92 million. An interesting aspect of the update is that management highlighted especially strong international subscriber growth and improving monetisation, supported by the integration of Nativo’s advertising...
ASX:APA
ASX:APAGas Utilities

Is APA Group’s Hydrogen and Renewable Gas Push Altering The Investment Case For APA Group (ASX:APA)?

In recent months, APA Group has advanced capital expenditure on gas transmission upgrades and integration of acquired assets, reinforcing its position in regulated gas infrastructure with inflation-linked tariffs and stable cash flows. At the same time, the company’s progress on hydrogen and renewable gas initiatives has drawn attention to its role in enabling the energy transition while leveraging its existing pipeline network. We’ll now examine how APA Group’s push into hydrogen and...
ASX:NWL
ASX:NWLCapital Markets

How Investors Are Reacting To Netwealth Group (ASX:NWL) After Jefferies’ Upgrade On Client Momentum

Jefferies recently upgraded Netwealth Group to a Buy rating, citing the platform provider’s continued success in winning new business despite the fallout from the First Guardian compensation issue. The decision highlights how Netwealth’s ability to maintain strong client acquisition momentum is influencing broader analyst sentiment toward the company’s long-term growth prospects. We’ll now examine how this renewed analyst confidence in Netwealth’s client acquisition momentum shapes the...
ASX:KCN
ASX:KCNMetals and Mining

A Look At Kingsgate Consolidated’s Valuation After Consistent Chatree Production Results

Operating update and why it matters for Kingsgate Consolidated shares Kingsgate Consolidated (ASX:KCN) has drawn fresh attention after releasing December 2025 quarter and first half fiscal 2026 production results, with the Chatree mine again delivering more than 20,000 ounces of gold. See our latest analysis for Kingsgate Consolidated. The production update comes after a strong run in Kingsgate Consolidated’s shares. The latest A$6.83 price follows a 30 day share price return of 21.53% and a...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP (ASX:AMP) Valuation As Blair Vernon Steps In As New Group CEO

AMP (ASX:AMP) has moved to a new chapter with current chief financial officer Blair Vernon appointed Group CEO, as Alexis George prepares to retire in March 2026 after leading a period of transformation. See our latest analysis for AMP. AMP’s leadership news comes after a softer period for the stock, with a 30 day share price return of a 4.95% decline and a year to date share price return of a 5.46% decline. The three year total shareholder return of 41.69% and five year total shareholder...
ASX:CHN
ASX:CHNMetals and Mining

Assessing Chalice Mining (ASX:CHN) Valuation After Gonneville Updates And Major Managing Director Share Sale

Investor focus on Chalice Mining (ASX:CHN) has sharpened following detailed updates on its Gonneville palladium nickel copper project, as well as the Managing Director’s sale of 1.5 million shares, with each development carrying different implications for risk and opportunity. See our latest analysis for Chalice Mining. These Gonneville updates and the Managing Director’s 1.5 million share sale come after a 7 day share price return of 10.71% and a 1 year total shareholder return of 106.67%,...
ASX:CYL
ASX:CYLMetals and Mining

What Does a Director’s A$9.2m Sale Reveal About Catalyst Metals' (ASX:CYL) Board Confidence?

Catalyst Metals has disclosed that director Robin Scrimgeour sold one million shares on market between 20 and 23 January 2026, cutting his indirect holding from five million to four million shares and raising about A$9.22 million through Citicorp Nominees. The company emphasised that the sizeable insider sale complied with disclosure rules and occurred outside closed periods, highlighting a planned and transparent transaction rather than one constrained by trading windows. We’ll now examine...