ASX:SFR
ASX:SFRMetals and Mining

How Investors May Respond To Sandfire Resources (ASX:SFR) 2026 Copper and Zinc Production Guidance

Earlier in January 2026, Sandfire Resources released production guidance for fiscal 2026, forecasting Group CuEq output of 149–165 kt and detailed copper, zinc, lead and silver volumes from 10.2 Mt of ore processed. This guidance gives investors a clearer view of Sandfire’s planned copper and zinc profile ahead of its Q2 2026 results, scheduled pre-market on 22 January 2026. Next, we’ll examine how Sandfire’s 2026 copper production outlook may influence its investment narrative and the way...
ASX:NWH
ASX:NWHConstruction

How Investors Are Reacting To NRW Holdings (ASX:NWH) A$750m Meandu Mine Contract Win

NRW Holdings, through its subsidiary Golding Contractors, has secured a A$750 million, 5.5-year mining services agreement with TEC Coal for full mining operations at the Stanwell Meandu Mine, which commenced this month following a mobilisation phase. The contract places Golding in charge of end-to-end mining and maintenance of TEC Coal–supplied equipment, underscoring NRW’s role as an outsourced operator across the entire mine lifecycle. We’ll now examine how this long-term A$750 million...
ASX:FPR
ASX:FPRConsumer Finance

Undervalued Asian Small Caps With Insider Buying To Explore In January 2026

As we enter January 2026, Asian markets are navigating a dynamic landscape with mixed performances across major indices and economic indicators. While China's regulatory changes have impacted domestic stock movements, the broader sentiment remains buoyed by strong export data and technological advancements. In this context, identifying promising small-cap stocks can be crucial for investors looking to capitalize on growth opportunities within Asia's evolving market environment.
ASX:PNV
ASX:PNVMedical Equipment

ASX Stocks Possibly Trading Below Their Fair Value Estimates In January 2026

As the Australian market faces a turbulent start to the week, influenced by global economic tensions and significant movements in currency and commodities, investors are keenly observing how these factors might impact local equities. In such volatile conditions, identifying stocks that may be trading below their fair value can present unique opportunities for those looking to navigate this uncertain landscape with a focus on potential long-term gains.
ASX:VNL
ASX:VNLSoftware

IPD Group And 2 Other ASX Penny Stocks To Watch

The Australian market is experiencing a turbulent session, with shares opening lower amid global economic uncertainties and reactions to U.S. market movements. For investors interested in exploring smaller or newer companies, penny stocks—though the term may seem outdated—remain a relevant segment offering potential value. By focusing on those with strong financial foundations, these stocks can present opportunities for both stability and growth, making them worth watching in today's volatile...
ASX:AFI
ASX:AFICapital Markets

AFIC H1 2026 Earnings Softness Tests Bullish High Margin Narratives

Australian Foundation Investment (ASX:AFI) has put fresh numbers on the table for H1 2026, with total revenue of A$154.991 million and net income of A$130.75 million in H2 2025 translating to basic EPS of A$0.10425. Trailing 12 month revenue of A$326.753 million and net income of A$277.641 million support EPS of A$0.221247. The company has seen revenue move from A$169.496 million and EPS of A$0.116944 in H2 2024 to A$175.429 million and EPS of A$0.122888 in H1 2025, then to A$154.991 million...
ASX:USL
ASX:USLMetals and Mining

Assessing Unico Silver’s Valuation After Joaquin Project Progress And Capital Raising News

Unico Silver (ASX:USL) is back in focus after reporting accelerated work and reduced project risk at its Joaquin silver project, supported by strong drilling results and new pre feasibility study level assessments. See our latest analysis for Unico Silver. After a strong period of interest around the Joaquin project update and capital raising, Unico Silver’s 30 day share price return of 36.7% and 90 day share price return of 109.7% contrast with a small pullback in the last week, while the...
ASX:SGQ
ASX:SGQMetals and Mining

Could St George Mining (ASX:SGQ)'s New High-Grade Zone Redraw Its Araxá Development Playbook?

St George Mining recently reported strong drilling results at its 100%-owned Araxá Rare Earths and Niobium Project in Brazil, confirming thick, high-grade mineralisation extending beyond the current resource boundaries. The emerging high-grade zone northwest of the existing resource, which could be mined independently, adds potential flexibility to future development options at Araxá. With this new high-grade zone in focus, we’ll examine how the Araxá results reshape St George Mining’s...
ASX:AMI
ASX:AMIMetals and Mining

How Aurelia’s Federation Ramp-Up and FY26 Guidance Reaffirmation Will Impact Aurelia Metals (ASX:AMI) Investors

Aurelia Metals has released its December 2025 quarterly update and Q2 2026 results, reporting strong multi-metal production, solid cash generation, and reaffirmed FY26 guidance alongside ongoing ramp-up at the Federation Mine and expansions at Great Cobar and Peak. An interesting angle for investors is how the ahead-of-plan Federation ramp-up and promising Nymagee and Federation drilling results may underpin future capacity growth and resource potential. We’ll now explore how Aurelia Metals’...
ASX:SHL
ASX:SHLHealthcare

Sonic Healthcare (ASX:SHL) Valuation Revisited After 2025 Share Price Decline And Ongoing Dividends

Sonic Healthcare (ASX:SHL) is back on investors’ radar after a 15.0% share price decline since the start of 2025, prompting fresh questions about its valuation and the role of its long-running dividend program. See our latest analysis for Sonic Healthcare. The recent 15.0% share price decline since the start of 2025 sits alongside a 1-month share price return of 3.06% and a 90-day share price return of 8.03%. However, the 1-year total shareholder return of a 12.94% decline shows that, despite...
ASX:MFF
ASX:MFFCapital Markets

How Rising NTA And Director ETF Reinvestments At MFF Capital Investments (ASX:MFF) Has Changed Its Investment Story

MFF Capital Investments Limited recently reported an increase in its approximate weekly net tangible asset value to A$5.292 per share pre-tax and A$4.440 post-tax as at 16 January 2026, with net cash representing about 7.5% of investment assets. At the same time, directors Sally Chaplain and Chris Mackay increased their indirect holdings in Montaka-managed ETFs through distribution reinvestment plans, underlining closer alignment with MFF’s broader funds platform. We’ll now examine how the...
ASX:RML
ASX:RMLMetals and Mining

Resolution Minerals (ASX:RML) Is Up 35.7% After Expanding Its Idaho Tungsten Hub Strategy – Has The Bull Case Changed?

Resolution Minerals has advanced its tungsten exploration and development at the historic Golden Gate Tungsten Mine within the Horse Heaven Project in Idaho, appointing tungsten expert David R. Hembree and progressing the acquisition of the adjacent Johnson Creek Mill, which includes a past-producing processing facility and approximately 2,000 tonnes of tungsten ore stockpiles. This push to build a U.S.-based critical metals hub, alongside record-high tungsten prices of about US$900/mtu and...
ASX:GQG
ASX:GQGCapital Markets

How Macquarie’s Downgrade and Fund Outflows At GQG Partners (ASX:GQG) Has Changed Its Investment Story

Macquarie recently downgraded its rating on GQG Partners after a period of underperformance across several funds and renewed concerns about ongoing investor withdrawals. This shift ends a long run of consistent net inflows into GQG’s products, raising fresh questions about how the manager can stabilise its fund base. Against this backdrop of fund outflows, we’ll explore how Macquarie’s rating change may influence GQG Partners’ investment narrative for shareholders. The end of cancer? These...
ASX:TLS
ASX:TLSTelecom

Does Earnings And Dividend Anticipation Change The Bull Case For Telstra Group (ASX:TLS)?

Telstra Group has become a focus for investors as they await its half-year earnings report on 19 February 2026 and the March dividend announcement, with attention sharpened by broader market uncertainty and interest rate movements. The situation highlights how Telstra’s reputation as a relatively defensive telecommunications player can attract interest when macroeconomic conditions appear unsettled. Next, we’ll examine how anticipation around Telstra’s upcoming earnings and dividend could...
ASX:FMG
ASX:FMGMetals and Mining

Is Fortescue’s (ASX:FMG) Shift Toward Green Hydrogen Reshaping Its Iron Ore Investment Case?

In recent days, Fortescue has come under pressure as softer iron ore prices, linked to weakness in China’s property sector and rising inventories, coincided with heightened analyst scrutiny ahead of its upcoming production and half-year earnings updates. At the same time, Fortescue’s ambitious push into green hydrogen and ammonia is reshaping how investors weigh the risks of its iron ore reliance against the potential of its global clean-energy aspirations. Next, we’ll examine how...