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:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP): Valuation Check After Telfer–Havieron Expansion, Electrification and Mine-Life Extension Plans

Greatland Resources (ASX:GGP) has caught attention after outlining an ambitious plan to extend Telfer’s mine life and fully integrate ore from its Havieron gold copper project into a single production outlook. See our latest analysis for Greatland Resources. The market seems to be warming to that strategy, with a 90 day share price return of 53.25% and a year to date share price return of 29.32% pointing to building momentum at the current A$9.44 level. If this kind of turnaround story has...
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:GQG
ASX:GQGCapital Markets

How Investors Are Reacting To GQG Partners (ASX:GQG) Net Outflows And Contrarian AI Stance

In November, GQG Partners reported ongoing net outflows across its equity strategies, yet total funds under management still edged up to US$166.1 billion, supported in part by portfolio moves such as reducing its stake in JSW Energy. The firm’s public scepticism about artificial intelligence, including a whitepaper questioning OpenAI’s business model, highlights an investment stance that increasingly contrasts with prevailing market enthusiasm for AI-related themes. We’ll now examine how...
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...
ASX:ASB
ASX:ASBAerospace & Defense

Is Austal’s Surge in 2025 Justified by Its Cash Flow and Earnings Outlook?

Wondering if Austal at $6.23 is still a smart buy after its big run, or if you would just be chasing momentum? Let us unpack what the current price really implies about its value. The stock has slipped slightly in the short term, down 4.4% over the last week and 7.2% over the last month, but that comes after a huge rebound with shares up 101.0% year to date and 122.5% over the past year. Much of this surge has been driven by renewed optimism around Austal's defence shipbuilding contracts and...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR): Valuation Check After High-Grade Sandstone Hub Drilling Progress

Brightstar Resources (ASX:BTR) has caught traders attention after fresh drilling at its Sandstone Hub delivered high grade gold hits at the Bull Oak and Havilah deposits, alongside progress on its updated Pre Feasibility Study. See our latest analysis for Brightstar Resources. The market seems to be catching on to that story, with a 1 day share price return of 13.68% and a stronger 7 day share price return of 20.00%. This has helped turn a relatively modest year to date share price gain and a...
ASX:GPT
ASX:GPTREITs

Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has recently launched “Offline” at Queensland’s largest shopping centre, Pacific Fair, turning previously underused space into a rotating, short‑term physical hub for popular online-only brands. This concept highlights GPT’s attempt to blend e-commerce influence with in-person retail, potentially boosting centre vibrancy, tenant appeal and customer engagement. We’ll now explore how repurposing underutilised space for online brands’ pop-up stores may influence GPT Group’s broader...
ASX:CWY
ASX:CWYCommercial Services

Is Goldman’s Recycling-Led Growth Thesis Altering The Investment Case For Cleanaway Waste Management (ASX:CWY)?

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation After 52‑Week High on Green Steel and Stronger Iron Ore Prices

Fortescue (ASX:FMG) is back on traders’ radars after punching up to a new 52 week high, helped by firmer iron ore prices and growing interest in its hydrogen based steelmaking partnership with Taiyuan. See our latest analysis for Fortescue. That move to A$22.98 caps a strong run, with a roughly 15% one month share price return and around 25% one year total shareholder return. This suggests momentum is building as investors re-rate Fortescue’s green iron and decarbonisation push. If...