ASX:BSL
ASX:BSLMetals and Mining

Will BlueScope’s A$438m Special Dividend Change BlueScope Steel's (ASX:BSL) Capital Allocation Narrative

Earlier in January 2026, BlueScope Steel Limited announced it would return A$438 million in surplus cash to shareholders via an unfranked special dividend of A$1.00 per share, with shares trading ex-dividend from 20 January, a record date of 21 January and payment scheduled for 24 February. This one-off cash return highlights BlueScope’s current capital management priorities and raises questions about how the company balances reinvestment with shareholder distributions. We’ll now examine how...
ASX:VEA
ASX:VEAOil and Gas

Assessing Viva Energy Group’s Valuation After Leadership Transition And New Board Appointments

Leadership changes at Viva Energy Viva Energy Group (ASX:VEA) has announced a planned board transition, with long-serving Chair the Honourable Robert Hill AC retiring in March 2026 and current director Dr Sarah Ryan FTSE appointed as Chair elect. Dr Ryan, who joined the Viva Energy board in 2018, brings more than 30 years of global energy sector and investment management experience. Incoming Independent Non Executive Director Alistair Bell adds extensive commercial and financial leadership...
ASX:COL
ASX:COLConsumer Retailing

A Look At Coles Group’s Valuation As Goldman Sachs Starts Coverage With A Neutral Rating

Coverage initiation puts Coles Group (ASX:COL) in focus Goldman Sachs has initiated coverage on Coles Group (ASX:COL) with a Neutral rating, citing regulatory risks from federal court proceedings on discounting practices and highlighting margin pressure from higher wage costs and increased scrutiny. See our latest analysis for Coles Group. Coles Group’s 1 year total shareholder return of 12.61% and 3 year total shareholder return of 33.89% sit against weaker recent momentum, with a 90 day...
ASX:DMP
ASX:DMPHospitality

A Look At Domino’s Pizza Enterprises (ASX:DMP) Valuation After Leadership Changes Aimed At Turnaround Efforts

Domino's Pizza Enterprises (ASX:DMP) has reshaped its leadership in Australia and New Zealand, appointing Merrill Pereyra as regional CEO and expanding George Saoud’s remit to include group operations and supply chain oversight. See our latest analysis for Domino's Pizza Enterprises. The leadership reshuffle comes after a period where momentum in the share price has picked up, with a 90 day share price return of 57.10% and a 30 day share price return of 12.18%. At the same time, the 1 year...
ASX:PEN
ASX:PENOil and Gas

Is Peninsula Energy’s (ASX:PEN) Lance Acidification Reset Quietly Redefining Its Long-Term Uranium Strategy?

Peninsula Energy, through its subsidiary Strata Energy, has begun the acidification process at Header House 16 as part of a production reset for mine unit 4 at the Lance uranium project in the US, marking the restart of leaching activities after a five-year pause. This step is expected to yield crucial data on ore grade and recovery curves, helping to shape the Lance project's medium- and longer-term development profile. We’ll now examine how the start of acidification and the resulting...
ASX:USL
ASX:USLMetals and Mining

Unico Silver (ASX:USL) Is Down 6.5% After Major Capital Raise And Joaquin De-risking Update – Has The Bull Case Changed?

Unico Silver recently reported accelerated growth and de-risking at its Joaquin silver project in Santa Cruz, Argentina, underpinned by strong drilling results and progression to pre-feasibility study assessments. The company also raised about A$50,000,000 before costs through a A$40,000,000 institutional placement and an upsized Share Purchase Plan, materially bolstering funding for project advancement. We’ll now examine how this sizeable capital raising and shift toward pre-feasibility...
ASX:CCL
ASX:CCLDiversified Financial

Cuscal And 2 Other Promising Penny Stocks On The ASX

The Australian market is experiencing a period of hesitancy, with traders reflecting on recent global events and economic indicators, including mixed unemployment figures and international trade tensions. Amidst this backdrop, investors often look to penny stocks as a potential avenue for growth, despite the term's outdated connotations. These smaller or newer companies can offer unique opportunities when they demonstrate strong financial health; in this article, we will explore three such...
ASX:AMP
ASX:AMPDiversified Financial

Leadership Transition From CFO To CEO Could Be A Game Changer For AMP (ASX:AMP)

AMP Limited has announced that current Chief Financial Officer Blair Vernon will become Group CEO, succeeding Alexis George, who plans to retire from executive roles on 30 March 2026 after leading the group since August 2021. Vernon’s elevation from CFO and former Group Executive Transformation, where he led AMP’s simplification program and major divestments, signals an emphasis on continuity in executing the existing transformation agenda. We’ll now examine how Vernon's transformation track...
ASX:AMH
ASX:AMHCapital Markets

AMCiL H1 2026 Earnings High 70% Net Margin Supports Bullish Profitability Narrative

AMCiL (ASX:AMH) has put fresh numbers on the table for H1 2026, with trailing 12 month revenue at A$10.248 million and basic EPS of A$0.022709. This compares with prior half year figures that ranged from A$4.758 million to A$4.918 million in revenue and EPS between A$0.009823 and A$0.011277. Over recent halves the company has seen revenue remain in a tight A$4.758 million to A$4.918 million band, while net income excluding extra items sat between A$3.106 million and A$3.573 million. This sets...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation Check After Global Rollout Of AI Analytics And Reporting Tools

Xero (ASX:XRO) has rolled out AI powered analytics and reporting tools globally, following its 2024 Syft acquisition. This update gives small businesses dashboards, cash flow projections, AI insights, and business health scorecards directly inside the platform. See our latest analysis for Xero. Despite the AI rollout and recent product news, Xero’s share price has had a weak patch, with a 30 day share price return of 15.33% and a 90 day share price return of 35.17%, while its 1 year total...
ASX:HUM
ASX:HUMConsumer Finance

Does Activists’ Board Challenge At Humm Group (ASX:HUM) Change The Bull Case For HUM?

Humm Group Limited has issued a notice recommending shareholders vote against all resolutions at the 19 February 2026 general meeting, which seek to remove three current directors and replace them with two nominees put forward by activist investors Jeremy Michael Kersten Raper and Sandhurst Trustees Limited as custodian for Collins St Value Fund. This clash between the board and activist shareholders over who should control key seats highlights a significant test of governance, influence and...