Australian Chemicals Stock News

ASX:FEX
ASX:FEXMetals and Mining

Fenix Resources (ASX:FEX) Is Down 7.4% After Issuing FY26 Iron Ore Production And Cost Guidance

Fenix Resources Limited recently issued production guidance for the financial year ending 30 June 2026, targeting total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of A$70/wmt to A$80/wmt FOB Geraldton. This guidance gives investors clearer visibility into Fenix’s expected scale and cost position, providing a reference point for assessing operational efficiency and competitiveness. Next, we’ll examine how this new production and cost guidance shapes Fenix...
ASX:USL
ASX:USLMetals and Mining

Is Unico Silver (ASX:USL) Quietly Reframing Its Risk Profile With a More Hands-On Board?

Unico Silver Limited has appointed Peter Holmes as Executive Director and Chair of the Board’s Technical Committee, and moved Peter Canterbury from Non-Executive to Executive Director, bringing extensive global mining operations, project execution and financing experience into key leadership roles. This reshaping of Unico Silver’s leadership and technical oversight points to a clearer focus on moving Joaquin and Cerro Leon toward feasibility, development approvals and funding...
ASX:CSL
ASX:CSLBiotechs

Does CSL (ASX:CSL) Offer Value After A 34% One Year Share Price Fall

If you are wondering whether CSL is priced attractively right now, its recent share performance and current valuation profile raise some timely questions. CSL last closed at A$181.42, with returns of 1.0% over 7 days and 5.1% over 30 days, while the 1 year and 3 year returns of a 34.0% decline and 39.5% decline contrast with a 5.5% gain year to date. Recent coverage around CSL has focused on its position as a major Australian healthcare stock and ongoing interest from investors assessing how...
ASX:NAB
ASX:NABBanks

Has National Australia Bank (ASX:NAB) Run Too Far After Strong Multi‑Year Share Gains

Wondering if National Australia Bank is reasonably priced at its current level, or if the recent run means you might be paying too much for the stock. The share price recently closed at A$43.37, with returns of 2.4% over the past week, 2.5% over the past month, 2.3% year to date and 12.8% over the last year, while the 3 year and 5 year returns sit at 57.9% and 119.3%. These moves sit against a backdrop of ongoing interest in the big Australian banks and regular updates on credit conditions,...
ASX:MLX
ASX:MLXMetals and Mining

Does Near‑Record Renison Tin Output And Lower Costs Change The Bull Case For Metals X (ASX:MLX)?

Metals X recently reported near-record tin production at its Renison mine for the December quarter, supported by higher mined grades, improved efficiencies and a record monthly output in December. This operational performance also drove lower cash production costs and more than doubled imputed EBITDA versus the prior quarter, highlighting the financial impact of the productivity gains. We’ll now examine how Renison’s improved efficiencies and near-record tin output shape Metals X’s broader...
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: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...