ASX:AMI
ASX:AMIMetals and Mining

ASX Penny Stocks To Watch In December 2025

As the Australian market shows signs of a potential rally to close out the year, investors are keenly watching for opportunities that align with these shifting dynamics. Penny stocks, often seen as relics from past market eras, continue to attract attention due to their affordability and growth potential. By focusing on those with strong financial foundations and clear paths forward, investors may uncover promising opportunities among these smaller or newer companies.
ASX:NAB
ASX:NABBanks

The Bull Case For National Australia Bank (ASX:NAB) Could Change Following AGM Reforms And Dividend Decision

At its recent AGM on 12 December 2025, National Australia Bank shareholders approved changes to the company’s constitution, passed all core resolutions, confirmed completion of AUSTRAC remediation, and declared a fully franked final dividend of A$0.85 per share. The meeting also underscored NAB’s focus on business bank and deposit growth, proprietary home lending, and strengthened fraud prevention, while shareholder proposals on deforestation were rejected, signalling the board’s preferred...
ASX:VUL
ASX:VULMetals and Mining

Vulcan Energy Resources (ASX:VUL) Is Down 10.9% After Major Phase One Funding Package Secured

Vulcan Energy Resources has recently secured a €1.19 billion (A$2.12 billion) multi-lender debt package and filed a large follow-on equity and rights offering, including several tranches of ordinary shares at A$4 per share, to fund its Phase One project. The involvement of institutions such as the European Investment Bank, multiple export credit agencies, and major commercial banks signals meaningful external confidence in Vulcan’s project financing structure and long-term funding...
ASX:JBH
ASX:JBHSpecialty Retail

How Investors Are Reacting To JB Hi-Fi (ASX:JBH) Major Institutions Cutting Their Stakes

Mitsubishi UFJ Financial Group and First Sentier Investors, along with related entities, have recently disclosed that they no longer hold substantial stakes in JB Hi-Fi, marking a shift in the company’s major institutional shareholder base. This withdrawal of large institutional holders coincides with technical indicators of increased selling pressure, raising questions about how JB Hi-Fi’s ownership changes could influence its future corporate direction. We’ll now examine how the exit of...
ASX:BWP
ASX:BWPRetail REITs

Will a 4.1% Interim Distribution Uplift Change BWP Trust's (ASX:BWP) Income-Focused Narrative?

BWP Management Limited, as responsible entity for BWP Trust, previously announced a preliminary interim distribution estimate of 9.58 cents per stapled security for the six months to 31 December 2025, with an ex-distribution date of 30 December 2025 and an expected payment on 27 February 2026. The 4.1% uplift in the BWP Trust distribution versus the prior period, with no conduit foreign income, highlights resilient domestic cash generation from its Australian property portfolio. We’ll now...
ASX:CIA
ASX:CIAMetals and Mining

Assessing Champion Iron (ASX:CIA) Valuation After Falling Returns On Capital Despite Heavier Investment

Recent analysis showing Champion Iron (ASX:CIA) ROCE sliding from around 47% to roughly 9% in five years has investors rethinking how effectively its heavier spending is translating into future profitability. See our latest analysis for Champion Iron. Despite those softer returns on capital, the market has been more upbeat lately. The 3 month share price return of 38.7% has pushed Champion Iron to A$6.24 and backed up a solid 1 year total shareholder return of 10.9%. If this shift in...
ASX:CYL
ASX:CYLMetals and Mining

How Does Catalyst Metals’ CFO Exit Shape Confidence in Its Financial Stewardship Story (ASX:CYL)?

Catalyst Metals Limited recently announced that its Chief Financial Officer, Elena O’Connor, has departed, with her responsibilities temporarily allocated across the senior leadership team while a search for a permanent replacement is underway. This transition places extra focus on how Catalyst Metals’ leadership manages financial oversight and continuity during a period of executive change. Next, we’ll examine how the CFO departure and the interim sharing of financial responsibilities might...
ASX:WBC
ASX:WBCBanks

How Westpac’s Constitution Changes and Profit Uplift Could Impact Westpac Banking (ASX:WBC) Investors

At its December 11, 2025 AGM, Westpac Banking Corporation approved amendments to its constitution amid recent operational disruptions, including an eftpos outage that temporarily affected merchant and eCommerce transactions. At the same time, the bank’s improved profit and net interest income trends, alongside an analyst ratings upgrade, are reshaping investor debate around its longer-term earnings outlook and risk profile. We’ll now examine how Westpac’s recent profit uplift and analyst...
ASX:NMG
ASX:NMGMetals and Mining

New Murchison Gold (ASX:NMG) Profit Swing Questions Earnings Quality Narrative

New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...
ASX:TLS
ASX:TLSTelecom

How Telstra’s AI-Driven Connected Future 30 Strategy and Regulatory Scrutiny Will Impact Telstra Group (ASX:TLS) Investors

Earlier in 2025, Telstra Group advanced its Connected Future 30 plan, sharpening its focus on a leaner, AI-driven connectivity business while continuing major share buybacks and emphasizing dependable dividends. At the same time, Senate inquiries into triple-zero emergency call failures heightened regulatory risk, raising the prospect of tougher laws, penalties, and mandated network upgrades that could affect Telstra’s costs and network planning. We’ll now examine how Telstra’s AI-focused...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP (ASX:AMP)’s Valuation as Class Action Settlement Signals Progress on Legacy Issues

AMP (ASX:AMP) has moved to settle a longstanding class action over historic adviser commissions with a proposed A$29 million agreement, aiming to draw a line under legacy conduct risks and refocus investors on its core operations. See our latest analysis for AMP. The announcement has landed against a backdrop of solid share price momentum, with AMP delivering a year to date share price return of 15.67 percent and a three year total shareholder return of 45.18 percent. This suggests investors...
ASX:WHC
ASX:WHCOil and Gas

How Investors May Respond To Whitehaven Coal (ASX:WHC) Expanding Its Share Buyback Program

Earlier this month, Whitehaven Coal Limited (ASX:WHC) authorized a new share repurchase program of up to 37,115,744 shares, about 4.48% of its issued capital, valued at A$72 million and running through March 31, 2026, while also updating investors on progress under its February 2025 buyback. This fresh authorization, following the repurchase of 4,500,000 shares for A$30.8 million, highlights the Board’s ongoing preference for returning capital via buybacks alongside its existing capital...
ASX:ARU
ASX:ARUMetals and Mining

Arafura Rare Earths (ASX:ARU): Revisiting Valuation After 1.2 Billion New Shares Boost Liquidity and Volatility

Arafura Rare Earths (ASX:ARU) has jumped onto investors radar after the ASX quotation of more than 1.2 billion new fully paid shares, a major liquidity shift that reframes how the market can trade this story. See our latest analysis for Arafura Rare Earths. That liquidity boost is arriving after a sharp pullback, with a 7 day share price return of minus 16.98 percent following a strong 90 day share price gain of 25.71 percent and an 83.33 percent 1 year total shareholder return. This suggests...
ASX:MTM
ASX:MTMMetals and Mining

Is Metallium (ASX:MTM) Quietly Reframing Its Tech Licensing Strategy With This Flash Joule Deal?

Earlier this week, Metallium Limited, via its wholly owned subsidiary Flash Metals USA Inc., signed a binding Letter of Intent with ElementUSA to deploy its Flash Joule Heating technology for recovering gallium and scandium from red mud at a planned demonstration facility in Gramercy, Louisiana, backed by up to US$10.10 million in non-dilutive funding. The agreement not only secures a commercial framework of license fees, royalties and revenue sharing, but also preserves Metallium’s full...
ASX:SDR
ASX:SDRSoftware

SiteMinder (ASX:SDR): Valuation Check After Adding AI-Focused Director Samantha Lawson to the Board

SiteMinder (ASX:SDR) has added Samantha Lawson to its board as an independent non executive director, bringing deep AI and digital transformation experience that could influence how investors think about the company’s next phase of product and revenue growth. See our latest analysis for SiteMinder. The latest board refresh lands while SiteMinder’s share price sits at A$6.27, with a modest year to date share price return and a powerful three year total shareholder return suggesting momentum...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After OpenAI AI Campus and GPU Supercluster Agreement

NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney. See our latest analysis for NEXTDC. The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
ASX:NIC
ASX:NICMetals and Mining

Nickel Industries (ASX:NIC): Valuation Check After Higher 2025 Ore Quota and New Environmental Permit

Nickel Industries (ASX:NIC) just secured a higher 2025 ore sales quota at its Hengjaya project and a fresh five year environmental permit. This combination sparked the latest move in the share price. See our latest analysis for Nickel Industries. The latest bump in the share price, now A$0.775, sits against a mixed backdrop, with a double digit 90 day share price return of 10.71% but a weaker 1 year total shareholder return of negative 11.63%. This suggests short term momentum is improving...
ASX:TLC
ASX:TLCHospitality

What Lottery (ASX:TLC)'s CEO Transition Means For Shareholders

The Lottery Corporation Limited has recently appointed Wayne Pickup as a Director and as its new Managing Director and Chief Executive Officer, marking a change at the top of the organisation. This leadership transition could prove important for how the company balances its traditional lottery operations with its growing focus on digital and technology-led initiatives. We’ll now examine how Wayne Pickup’s appointment as Managing Director and CEO may influence Lottery’s existing investment...