ASX:APX
ASX:APXIT

Appen (ASX:APX) Is Up 55.5% After Generative AI And China Fuel Quarterly Turnaround - Has The Bull Case Changed?

Appen’s December quarter update reported 10% year-on-year revenue growth, sharp improvement in underlying EBITDA, and strong contributions from generative AI projects and its fast-growing China business, while it also appointed Jaime Frasca and Leanne Ralph as Joint Company Secretaries following Carl Middlehurst’s resignation in January 2026. A key highlight was Appen China exiting the quarter with an annualised revenue run rate above A$135,000,000, underscoring the scale of demand tied to...
ASX:TWE
ASX:TWEBeverage

Does Soft China Demand and JPMorgan’s Exit Change The Bull Case For Treasury Wine Estates (ASX:TWE)?

In January 2026, Jefferies warned that Treasury Wine Estates is facing soft demand in China, highlighting potential pressure on sales in this important market. Separately, JPMorgan and its affiliates disclosed that they are no longer substantial holders in Treasury Wine Estates, subtly reshaping the company’s institutional investor mix without directly altering its operations. Next, we’ll examine how Jefferies’ concerns about Chinese demand could influence Treasury Wine Estates’ investment...
ASX:KAR
ASX:KAROil and Gas

Is Commonwealth Bank’s Exit Reframing Karoon Energy’s (ASX:KAR) Appeal To Long-Term Institutional Investors?

Commonwealth Bank of Australia and its related entities have notified Karoon Energy that they ceased to be a substantial holder in the company as of 26 January 2026, reducing their voting interest below the required disclosure threshold. This shift in institutional ownership could subtly reshape Karoon Energy’s shareholder base and influence how major investors engage with the offshore-focused producer. We’ll now explore how Commonwealth Bank of Australia’s reduced stake may influence Karoon...
ASX:EVN
ASX:EVNMetals and Mining

Will Gold Volatility and Cowal Expansion Plans Change Evolution Mining's (ASX:EVN) Narrative?

Evolution Mining recently experienced sharp swings in investor attention as gold prices moved abruptly away from record highs, while the market looked ahead to its February half-year results and cost guidance. Beyond short-term weather-related disruptions, the company’s continued emphasis on its Cowal underground expansion, including new equipment orders for 2026–27, is becoming a key focal point for assessing its long-term operating profile. With the share price easing over the past week,...
ASX:TLS
ASX:TLSTelecom

How Investors May Respond To Telstra Group (ASX:TLS) Addressing iOS Triple Zero Calling Glitch

In late January 2026, Telstra Group moved to resolve an Apple iOS-related calling issue affecting some older iPhones, including critical Triple Zero emergency calls, after Apple released an initial carrier settings update and flagged a broader fix in a forthcoming iOS release. This rapid response highlights how essential network reliability and coordination with handset makers have become to Telstra’s reputation and broader investment story. With this emergency-calling fix in focus, we’ll...
ASX:BHP
ASX:BHPMetals and Mining

Autonomous Mining And Potash Expansion Could Be A Game Changer For BHP Group (ASX:BHP)

BHP Group recently reported stronger copper and iron ore production for the half year to December 31, 2025, lifted copper guidance for fiscal 2026, and confirmed higher capital costs and a mid‑2027 first production date for its US$8.40 billion Jansen Stage 1 potash project. At the same time, BHP has turned its Escondida Norte pit in Chile into one of the world’s first fully autonomous large‑scale mines, highlighting how automation and technology are reshaping its long‑term operations mix...
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:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation Ahead Of The Q2 2026 Earnings Call

Why the upcoming Q2 call matters for Ramelius Resources Interest in Ramelius Resources (ASX:RMS) is picking up as investors look ahead to the Q2 2026 earnings call on 29 January, which is expected to update the market on financial and operational performance. See our latest analysis for Ramelius Resources. At a share price of A$4.72, Ramelius has seen a 13.46% 30 day share price return and 42.17% 90 day share price return. Its 1 year total shareholder return of 96.45% and very large 3 year...
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...
ASX:PLS
ASX:PLSMetals and Mining

Has GFL’s Exit Left PLS Group (ASX:PLS) Leaner or More Exposed to Lithium Volatility?

GFL International Co., Limited recently exited its substantial shareholder position in PLS Group Limited by selling 32.19 million shares at A$5.00 each, while traders focused on upcoming operational disclosures amid shifting lithium sentiment. This combination of a reshaped share register and heightened attention on quarterly production, costs, and lithium price exposure is sharpening interest in how PLS Group is positioned within the global battery materials supply chain. Against this...
ASX:ANZ
ASX:ANZBanks

Did ANZ’s Note Redemption and Singapore Shift Just Reframe ANZ Group Holdings' (ASX:ANZ) Investment Narrative?

ANZ Group Holdings recently confirmed plans to redeem A$1.25 billion of subordinated notes in February 2026 and separately decided to consolidate its Singapore workforce into a single Marina One office as leases expire. Together with heightened focus on the Reserve Bank of Australia’s upcoming rate decision and ANZ’s February trading update, these moves highlight how the bank is actively fine-tuning capital, funding and workplace settings. With these developments in mind, we’ll explore how...