ASX:S32
ASX:S32Metals and Mining

South32 (ASX:S32) Is Up 7.9% After Record Copper Price Rally Sharpens Earnings Focus

In early January 2026, South32 drew investor attention as copper prices reached record highs on supply disruption headlines, lifting sentiment across global miners ahead of the company’s late-January quarterly update and February half-year results. This combination of tighter copper supply and upcoming results has sharpened focus on how South32’s portfolio exposure to copper could influence its medium-term earnings profile. We’ll now examine how record copper prices amid supply disruption...
ASX:CSL
ASX:CSLBiotechs

Seqirus Spin-Off Pause and Plasma Push Could Be A Game Changer For CSL (ASX:CSL)

CSL has recently faced increased scrutiny after cutting its fiscal 2026 revenue growth outlook, pausing the planned Seqirus spin-off in response to weaker U.S. influenza vaccination demand, and committing A$1.50 billion over five years to expand its U.S. plasma-derived therapies manufacturing capacity. These moves highlight how CSL is recalibrating between a less certain vaccines backdrop and long-term investment in plasma therapies, sharpening questions about the balance between near-term...
ASX:HCH
ASX:HCHMetals and Mining

Is Hot Chili (ASX:HCH) Quietly Redefining Its Project Risk Profile With Costa Fuego Feasibility Push?

In a recent company-backed video, investment commentator Tylah Tully reviewed Hot Chili’s progress toward definitive feasibility and near-term production at its Costa Fuego copper-gold project in Chile. The collaboration-focused presentation underscored Costa Fuego’s positioning as a globally significant copper-gold asset with a unique development advantage, highlighting key milestones on the path to production readiness. We’ll examine how this push toward definitive feasibility at Costa...
ASX:TLX
ASX:TLXBiotechs

Should SEC Subpoena And FDA Letter Disclosures Require Action From Telix Pharmaceuticals (ASX:TLX) Investors?

In 2025–2026, Telix Pharmaceuticals became the focus of multiple securities class action lawsuits after disclosures of an SEC subpoena and an FDA Complete Response Letter concerning its prostate cancer diagnostics and therapeutics. The allegations center on whether Telix accurately described the progress of its pipeline and the robustness of its third-party manufacturing network, raising wider questions about disclosure practices in complex biotech supply chains. We’ll now examine how...
ASX:RRL
ASX:RRLMetals and Mining

Assessing Regis Resources (ASX:RRL) Valuation After Strong Quarterly Gold Output And Sector Rally

Regis Resources (ASX:RRL) has drawn fresh attention after reporting second quarter fiscal 2026 gold production of 96,600 ounces. This comes alongside a broader gold sector rally supported by safe-haven demand and interest rate expectations. See our latest analysis for Regis Resources. The latest production update and sector tailwinds have come alongside a 27.1% 3 month share price return and a very large 1 year total shareholder return. This suggests momentum in investor expectations around...
ASX:LYC
ASX:LYCMetals and Mining

Does Lynas Rare Earths (ASX:LYC) Still Anchor Non‑China Supply Chains Amid New Pricing Signals?

Lynas Rare Earths recently drew renewed investor attention as markets reacted to rare-earth price signals from China and continued to focus on previously flagged operational risks at its Kalgoorlie processing facility, which could affect output at its Malaysian plant. As one of the few major rare earth producers outside China, Lynas sits at the center of efforts to secure critical mineral supply chains for electric vehicles, electronics, green energy and defense applications. We’ll now...
ASX:FFM
ASX:FFMMetals and Mining

Is It Too Late To Consider FireFly Metals (ASX:FFM) After A 123% Share Price Jump?

Wondering if FireFly Metals at A$2.03 is starting to look priced for perfection, or if the market is still underestimating it? This article walks through the key numbers so you can judge the value story for yourself. The share price has seen a 123.1% return over the last year, alongside a 9.7% gain over the past 30 days and a 2.9% decline in the last week. This hints at both interest in the stock and some short term volatility in how risk is being priced. Recent attention around FireFly...
ASX:4DX
ASX:4DXHealthcare Services

Assessing 4DMedical’s Valuation After Julian Sutton’s CFO Appointment And CT:VQ Commercial Progress

Why Julian Sutton’s promotion matters for 4DMedical shareholders The recent 18% jump in 4DMedical (ASX:4DX) followed the appointment of long-time board member and early investor Julian Sutton as Chief Financial Officer and Executive Director on January 2, 2026. This move comes as the company shifts focus toward commercial growth, with its CT:VQ lung imaging software already FDA cleared, deployed at leading U.S. academic medical centres, and supported by a global distribution agreement with...
ASX:CXL
ASX:CXLChemicals

A Look At Calix’s Valuation After New Three Year US Agriculture Contract And Share Price Surge

Calix (ASX:CXL) has drawn fresh attention after securing a three year supply contract with a major US agricultural company. The contract is expected to contribute up to A$10 million in revenue each year. See our latest analysis for Calix. The contract news arrived after a sharp move in the share price, with a 30 day share price return of 122.61% and a 90 day share price return of 224.05%. However, the 3 year total shareholder return of a 72.94% decline shows that longer term holders have had...
ASX:JHX
ASX:JHXBasic Materials

A Look At James Hardie Industries (ASX:JHX) Valuation After Renewed Confidence In Margins And Construction Demand

James Hardie Industries (ASX:JHX) has drawn fresh attention after a multi month rally that brought the stock close to its 52 week highs, as investors focus on margin discipline and resilient North American construction demand. See our latest analysis for James Hardie Industries. At A$31.35, the stock has a 1 month share price return of 5.48%, even though the 90 day share price return is a 5.69% decline and the 1 year total shareholder return is a 37.43% loss. Recent momentum is improving off...
ASX:ANZ
ASX:ANZBanks

Investor Shift Toward ANZ’s Dividend and Digital Story Might Change The Case For Investing In ANZ Group Holdings (ASX:ANZ)

ANZ Group Holdings has recently drawn fresh investor attention as a major Australia–New Zealand bank, with its long history of dividend payments, strong capital position and ongoing digital transformation underpinning confidence in the group’s ability to generate income for shareholders. Recent commentary highlights that investors increasingly view ANZ as a way to diversify beyond US markets while gaining exposure to Australia–New Zealand banking, underpinned by stable asset quality,...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 25.6% After Record European Defense Deal And Governance Reset

In 2025, DroneShield secured a record A$61.6 million contract with a European military customer, eclipsing its full-year 2024 revenue and reported a very large year-on-year revenue increase in the second quarter, while also holding A$176.3 million in committed purchase orders for 2025 delivery. Following substantial insider share sales in November 2025, the company moved to tighten governance with mandatory minimum insider shareholdings and revamped trading and disclosure policies,...
ASX:QBE
ASX:QBEInsurance

Did QBE’s $400m Catastrophe Bond Just Reframe QBE Insurance Group's (ASX:QBE) Risk Playbook?

QBE Insurance Group recently completed a $400 million catastrophe bond through its Bridge Street Re Ltd. program, securing three years of collateralized reinsurance protection focused on earthquake risk in Australasia and the US. This move broadens QBE’s access to insurance-linked securities and reinforces its capital management toolkit at a time of slowing premium growth. We’ll now explore how QBE’s expanded catastrophe bond protection shapes its investment narrative, particularly its...
ASX:FMG
ASX:FMGMetals and Mining

A Look At Fortescue’s Valuation As It Expands Into Energy Transition Metals And Iron Ore Outlook Stays Supportive

Fortescue (ASX:FMG) is back in focus after its push into copper, rare earths and lithium, alongside an outlook for iron ore prices that supports profitability and highlights its low debt, dividend yield and recent share performance. See our latest analysis for Fortescue. Recent moves in copper, rare earths and lithium sit alongside firm iron ore pricing at A$22.84 per share today, with a 90 day share price return of 18.96% and a 1 year total shareholder return of 40.56% suggesting momentum...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Valuation After Production Guidance Cut And Operational Disruptions

Northern Star Resources (ASX:NST) is under pressure after equipment failures and outages at Kalgoorlie, Jundee and Pogo reduced December quarter gold sales and prompted a cut of roughly 100,000 ounces to FY26 production guidance. See our latest analysis for Northern Star Resources. The production guidance cut has come after a sharp one day share price reaction and short term weakness, with a 7 day share price return of 4.3% decline and 30 day share price return of 4.48% decline. However, the...
ASX:ERM
ASX:ERMMetals and Mining

3 Promising ASX Penny Stocks With At Least A$100M Market Cap

The Australian market has been experiencing fluctuations, with optimism from the U.S. influencing early gains, although these have often reversed by the close of trading. Amidst this backdrop, investors seeking opportunities beyond well-known stocks might consider penny stocks—smaller or newer companies that can still offer significant potential. While the term "penny stock" may seem outdated, it remains relevant for those looking to uncover hidden value in companies with strong financial...