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...
ASX:XRO
ASX:XROSoftware

How Xero’s New AI Analytics Push Will Impact Xero (ASX:XRO) Investors

In January 2026, Xero launched new AI-powered analytics globally, integrating capabilities from its 2024 Syft acquisition to deliver enterprise-grade dashboards, visualisations, cash flow tools, and AI-generated financial insights directly within its small-business accounting platform. This move highlights how Xero is using AI, including its JAX “financial superagent,” to make complex financial analysis more accessible to non-specialist business owners. We’ll now examine how this push into...
ASX:CXO
ASX:CXOMetals and Mining

Is Core Lithium’s (ASX:CXO) Lithium Price Sensitivity a Strategic Edge or a Structural Vulnerability?

Core Lithium recently experienced a sharp pullback as falling lithium prices and technical selling pressure weighed on sentiment toward its near-term earnings and cost profile. The episode highlights how tightly Core Lithium’s market perception is linked to movements in Chinese lithium carbonate prices and short-term trading flows. We’ll now examine how this link between Core Lithium’s outlook and lithium price volatility shapes the company’s broader investment narrative. This technology...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Valuation Check As Major Telfer Drilling Milestones And Assay Results Draw Attention

Greatland Resources (ASX:GGP) is back in focus after reporting progress on what it calls the largest annual drilling program in Telfer’s history, along with assay updates and expansion drilling at West Dome. See our latest analysis for Greatland Resources. Those drilling milestones sit alongside a strong run in the stock, with a 1 day share price return of 7.64% feeding into a 90 day share price return of 82.70%, suggesting momentum has been building rather than fading. If Greatland’s...
ASX:ALL
ASX:ALLHospitality

A Look At Aristocrat Leisure’s Valuation As Its On‑Market Buy‑Back Continues

Why Aristocrat Leisure’s latest buy-back matters now Aristocrat Leisure (ASX:ALL) has drawn fresh attention after updating the market on its on-market share buy-back, confirming the repurchase of 163,178 shares in the most recent trading session. This takes total shares bought back under the program to 11.63 million, a level that gives investors a concrete reference point for how actively the company is using excess capital to reduce its share count. See our latest analysis for Aristocrat...
ASX:NAB
ASX:NABBanks

National Australia Bank Valuation Check As Cloud Shift And New AI Leadership Take Shape

National Australia Bank (ASX:NAB) has closed its Knox data centre and is pushing further into cloud infrastructure with major providers, while bringing in a new chief AI officer to lead its technology and AI agenda. See our latest analysis for National Australia Bank. These technology and data centre changes come as National Australia Bank’s A$42.35 share price sits slightly lower over the past quarter, while a 1 year total shareholder return of 12.25% and 5 year total shareholder return of...
ASX:NMG
ASX:NMGMetals and Mining

New Murchison Gold (ASX:NMG) Is Up 19.7% After First Full Quarter Of Crown Prince Production

New Murchison Gold Limited has shifted its financial year-end to 30 June and confirmed a strong first full quarter of output from the Crown Prince Gold Mine, reporting 22,766 ounces of gold and A$92,000,000 in cash as at the December 2025 quarter. This marks a clear transition from pure exploration to active production, aligning its reporting cycle and disclosure practices more closely with established ASX-listed Australian gold producers. With Crown Prince now delivering meaningful...
ASX:CBA
ASX:CBABanks

What Commonwealth Bank of Australia (ASX:CBA)'s Rate Moves and Apple Pay Push Mean For Shareholders

In recent weeks, Commonwealth Bank of Australia has lifted term deposit and fixed home loan rates ahead of an anticipated Reserve Bank cash rate move, while also pressing Parliament for fairer access to Apple’s iPhone NFC payment infrastructure. This combination of pricing changes and policy advocacy highlights how CBA is positioning itself at the intersection of monetary policy shifts and competition in digital payments. With these rate moves and regulatory push on Apple Pay in focus,...
ASX:TLX
ASX:TLXBiotechs

How China NMPA NDA Acceptance and US BiPASS Milestone At Telix Pharmaceuticals (ASX:TLX) Has Changed Its Investment Story

Telix Pharmaceuticals recently reported that China’s NMPA accepted the New Drug Application for its prostate cancer imaging agent TLX591-Px, while the first U.S. patient was dosed in the BiPASS Phase 3 trial assessing Illuccix and Gozellix in pre-biopsy diagnosis. Early data showing high positive predictive value in Chinese patients and a trial aimed at reducing unnecessary biopsies highlight how Telix’s PSMA-PET portfolio could influence prostate cancer care pathways across major...
ASX:LOT
ASX:LOTOil and Gas

Is Lotus Resources’ (ASX:LOT) Share Consolidation Quietly Redefining Its Capital Structure Story?

Lotus Resources Limited recently completed an 11.5-for-1 consolidation of its issued share capital, following shareholder approval of a new Constitution at an Extraordinary General Meeting held on 16 January 2026. The subsequent update to post-consolidation security numbers, incorporating option exercises and performance rights changes, gives investors clearer visibility into Lotus Resources’ streamlined capital structure and governance settings. We’ll now examine how Lotus Resources’ share...
ASX:BGL
ASX:BGLMetals and Mining

Is Bellevue Gold’s (ASX:BGL) Output Rebound Enough To Reset Its High-Cost Narrative?

Bellevue Gold reported December quarter 2025 production of 32,031 ounces of gold, roughly 10% higher than the prior quarter, supported by mining higher-grade zones and a new Chief Operating Officer appointment after a difficult FY25. The combination of higher output and leadership change highlights a company working to steady operations even as its costs remain above industry averages. We’ll now examine how this production uplift and leadership reshaping could influence Bellevue Gold’s...
ASX:SFR
ASX:SFRMetals and Mining

A Look At Sandfire Resources (ASX:SFR) Valuation After Its New 2026 Production Guidance

What Sandfire’s new 2026 production guidance tells you Sandfire Resources (ASX:SFR) has issued fresh production guidance for fiscal 2026, setting expectations for copper equivalent output of 149 kt to 165 kt, supported by copper, zinc, lead and silver volumes. The company is guiding to 10.2 Mt of ore processed in 2026, with copper of 102 kt to 114 kt, zinc of 94 kt to 104 kt, lead of 7.5 kt to 8.5 kt and silver of 5.0 Moz to 5.4 Moz. See our latest analysis for Sandfire Resources. At A$19.06,...
ASX:ALQ
ASX:ALQProfessional Services

Did ALS' (ASX:ALQ) Steady Dividends Quietly Redefine Its Quality Industrial Appeal?

ALS Limited (ASX:ALQ) recently drew attention for its steady earnings growth, consistent dividend distributions and established role in Australia’s testing, inspection and analytical services sector. This combination of reliable income streams and inclusion in the ASX 100 has enhanced ALS’s visibility among investors assessing quality industrial exposures. Next, we’ll explore how ALS’s consistent dividend profile shapes its investment narrative for investors assessing the company’s long-term...
ASX:STO
ASX:STOOil and Gas

Assessing Santos (ASX:STO) Valuation After Barossa LNG Exports Begin

Santos (ASX:STO) has kicked off LNG exports from its Barossa project, a key operational step that expands its export capacity and reinforces recent gains in production, sales volumes and investor interest. See our latest analysis for Santos. The Barossa LNG milestone comes after a tougher year for shareholders, with a 1 year total shareholder return decline of 4.56% contrasting with a 5.04% year to date share price return and a 23.35% total shareholder return over five years, which suggests...
ASX:EDV
ASX:EDVConsumer Retailing

How Investors Are Reacting To Endeavour Group (ASX:EDV) Leadership Changes Ahead Of H1 2026 Update

Endeavour Group has announced that ALH Hotels Managing Director Paul Carew will step down in January 2026, with Pinnacle Drinks Director Paul Walton taking on the ALH Hotels Managing Director role on an interim basis while an executive search for a permanent successor proceeds. The leadership transition comes as Endeavour prepares for its H1 2026 sales and trading statement call, where management’s operational insights may be closely watched by investors assessing the group’s hotels and...
ASX:EVN
ASX:EVNMetals and Mining

Assessing Evolution Mining’s Valuation As Quarterly Cash Flow And Cost Performance Draw Investor Interest

Interest in Evolution Mining (ASX:EVN) has picked up after its latest quarterly update highlighted record operating mine cash flow, stronger than expected production and sector leading cost performance, along with eight consecutive quarters of management delivering to plan. See our latest analysis for Evolution Mining. That operational news has coincided with strong share price momentum, with a 41.5% 90 day share price return and a very large 1 year total shareholder return that together...
ASX:GQG
ASX:GQGCapital Markets

Assessing GQG Partners (ASX:GQG) Valuation After Macquarie Downgrade And Fund Outflow Concerns

Macquarie’s downgrade of GQG Partners (ASX:GQG) to neutral, alongside a 25% cut to its target price and concerns about ongoing fund outflows, has sharpened investor focus on the asset manager’s recent fund performance. See our latest analysis for GQG Partners. At a share price of A$1.57, GQG’s recent 1 month share price return of an 11.55% decline and year to date share price return of a 10.80% decline suggest momentum has cooled, even though the 3 year total shareholder return of 33.95% is...
ASX:OCL
ASX:OCLSoftware

Should Objective’s 10% Buyback Signal a Shift in Capital Discipline for Objective (ASX:OCL) Investors?

On 23 January 2026, Objective Corporation Limited (ASX:OCL) announced Board approval for an on-market share buyback of up to 9,590,176 shares, equivalent to 10% of its 95,901,766 issued shares, with the program running until 5 February 2027. This buyback follows recent small share quotations tied to existing equity incentives, highlighting an active approach to capital structure management alongside employee ownership. Next, we’ll examine how this sizable buyback authorisation shapes...
ASX:LYC
ASX:LYCMetals and Mining

Assessing Lynas Rare Earths (ASX:LYC) Valuation After Quarterly Update And CEO Succession Plan

Lynas Rare Earths (ASX:LYC) is back in focus after a quarterly update that paired higher sales revenue with operational hiccups, major project milestones and news that long serving CEO Amanda Lacaze plans to retire. See our latest analysis for Lynas Rare Earths. After a choppy few months that included profit taking and weaker rare earth prices, Lynas Rare Earths now has a 30 day share price return of 34.13% and a year to date share price return of 37.97%. Its 1 year total shareholder return...
ASX:PDN
ASX:PDNOil and Gas

Paladin Energy (ASX:PDN) Is Up 19.8% After Upgraded Langer Heinrich Uranium Output Outlook - What's Changed

In January 2026, Paladin Energy reported a strong December-quarter update, with uranium production at its Langer Heinrich mine rising around mid-teens quarter on quarter and full-year FY26 output tracking toward the upper end of its 4.0–4.4 million pound guidance range. The company also underscored long-term resilience by confirming contracts for about 23 million pounds of uranium through 2030, including a life-of-mine sales agreement with China’s CNNC, supported by a solid cash position and...