ASX:NTU
ASX:NTUMetals and Mining

Is Northern Minerals' (ASX:NTU) Concentrated Register Quietly Reshaping Its Long-Dated Project Strategy?

Recent coverage has highlighted how ownership concentration and broad shareholder participation at Northern Minerals is shaping governance and strategic influence in its long‑dated mining projects. This focus on who holds power in the register offers investors a clearer view of how decisions may be made and aligned across stakeholders. Next, we examine how this growing interest in Northern Minerals’ ownership structure could influence the company’s broader investment narrative. Uncover the...
ASX:TEA
ASX:TEAConstruction

Tasmea (ASX:TEA) Valuation Check After Governance Update On Equity Incentive Structure

Tasmea (ASX:TEA) is back on investors’ radars after a fresh update on its equity-based staff incentives, which puts governance transparency and capital consistency at the center of the story. See our latest analysis for Tasmea. The update on equity incentives comes as Tasmea’s 1 day share price return of 2.93% and 7 day share price return of 10.68% sit against a year to date share price return of 8.83% and a 1 year total shareholder return of 63.41%. Together, these figures point to momentum...
ASX:CUV
ASX:CUVBiotechs

Clinuvel Pharmaceuticals (ASX:CUV) Valuation Check As VLRX L Preclinical Milestone Expands Pipeline Potential

Clinuvel Pharmaceuticals (ASX:CUV) has started dosing patients in a preclinical study of its VLRX-L controlled-release liquid injectable peptide platform. This marks its first next-generation delivery technology to enter formal preclinical testing. See our latest analysis for Clinuvel Pharmaceuticals. The VLRX-L preclinical milestone comes as the share price sits at A$12.75, with a 1-day share price return of 4.25% and a 90-day share price return of 10.29%, while the 1-year total shareholder...
ASX:HCH
ASX:HCHMetals and Mining

Does Hot Chili (ASX:HCH)'s Cortadera Funding Plan Clarify Its Long-Term Development Strategy?

Hot Chili Limited recently released an earnings update that underscored ongoing exploration-stage losses and heightened uncertainty around funding and development of its Cortadera copper-gold project in Chile. The update sharpened market focus on how management plans to sequence project milestones, secure capital, and manage permitting risk at Cortadera. We will now examine how Hot Chili’s funding approach for Cortadera shapes the company’s investment narrative and future project...
ASX:GGP
ASX:GGPMetals and Mining

Is Greatland Resources (ASX:GGP) Turning Rising Output Into a More Durable Operating Story?

In January 2026, Greatland Resources Limited reported preliminary operating results for the December 2025 quarter, delivering production of 86,273 oz of gold and 3,528 tonnes of copper, up from the prior quarter and bringing first-half FY2026 output to 167,163 oz of gold and 6,894 tonnes of copper. This steady lift in quarterly production offers fresh insight into how Greatland Resources is converting its asset base into higher operational throughput. With production volumes rising...
ASX:TWE
ASX:TWEBeverage

Assessing Treasury Wine Estates' Valuation As Weaker Wine Demand Meets A$100 Million Cost Cuts

Treasury Wine Estates (ASX:TWE) has returned to focus after updating investors on weaker global wine demand, softer conditions in key markets such as the US and China, and a company wide cost cutting program targeting about A$100 million in annual savings. See our latest analysis for Treasury Wine Estates. The recent company update on weaker global wine demand and the A$100 million cost cutting plan comes after a 90 day share price return decline of 14.51% and a 1 year total shareholder...
ASX:PFP
ASX:PFPConsumer Services

3 ASX Penny Stocks With Market Caps Under A$2B To Watch

As Australian shares ride the wave of rising commodity prices, with gold, silver, and copper reaching new highs, investors are keenly watching how these trends might influence broader market dynamics. Amid this backdrop, penny stocks—often smaller or newer companies—continue to offer intriguing opportunities for those looking beyond the mainstream. Despite being considered a niche area of investment today, these stocks can still present significant growth potential when backed by strong...
ASX:LRV
ASX:LRVMetals and Mining

Assessing Larvotto Resources (ASX:LRV) Valuation After Hillgrove Progress And Critical Minerals Support

Why Larvotto Resources is Suddenly on Investors’ Radar Larvotto Resources (ASX:LRV) is drawing fresh attention after progress at its Hillgrove Antimony Gold Project coincided with the Australian Government elevating antimony within its critical minerals strategy and committing A$1.2b to priority minerals. See our latest analysis for Larvotto Resources. Those government moves and drilling updates come on top of a strong run in the shares, with Larvotto’s 30 day share price return of 35.62% and...
ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Is Up 7.4% After Securing EV Giants For Kathleen Valley Lithium Offtake Agreements - What's Changed

In recent research, Bell Potter reiterated its positive view on Liontown, highlighting expectations that the Kathleen Valley lithium project will soon ramp up towards 500,000 to 550,000 tonnes of concentrate per year, with longer-term potential to lift output further, supported by offtake agreements with Tesla, Ford and LG Energy Solution. This combination of rising production ambitions and pre-secured demand from major electric vehicle and battery makers underpins investor attention on how...
ASX:S32
ASX:S32Metals and Mining

Is South32’s (ASX:S32) Future-Facing Metals Pitch at Riyadh Forum Reframing Its Investment Narrative?

South32 Limited recently presented at the Future Minerals Forum 2026 at the King Abdul Aziz International Conference Center in Riyadh, with CEO Graham Kerr addressing attendees. This high-profile industry platform offered South32 an opportunity to highlight its positioning in future-facing metals and its response to global decarbonization themes. We’ll now examine how South32’s high-profile Future Minerals Forum appearance, led by CEO Graham Kerr, may influence its investment...