ASX:LYC
ASX:LYCMetals and Mining

Is Lynas Rare Earths Attractive After a 19% Pullback Amid Supply Chain Uncertainty in 2025?

Thinking about whether Lynas Rare Earths is truly worth its current price? You are definitely not alone, as plenty of investors wonder if there is value hidden beneath the headlines. The share price has been on a wild ride this year, surging 133.5% year to date and 96.0% over the past 12 months. However, with a pullback of 19.0% in the last week alone, things are looking even more interesting from a risk and reward perspective. Big moves like these have come as the market digests reports...
ASX:NCK
ASX:NCKSpecialty Retail

Will Nick Scali’s (ASX:NCK) Leadership Shift Reshape Its Long-Term Governance and Growth Strategy?

Nick Scali Limited recently announced that John Ingram retired as Chair and Non-Executive Director at the conclusion of its Annual General Meeting on 29 October 2025, with Managing Director and CEO Anthony Scali stepping into the role of Executive Chair and William Koeck becoming Deputy Chair and Lead Independent Director. This leadership reshuffle follows more than two decades of steady oversight by Ingram, marking a significant change in governance as the company enters a new era of...
ASX:NAB
ASX:NABBanks

National Australia Bank (ASX:NAB): Valuation Outlook Following $60B Housing Push and Ubank’s Biometric Innovation

National Australia Bank (ASX:NAB) has set its sights on lending $60 billion in the next five years to help address Australia’s housing affordability crisis. At the same time, NAB’s digital platform Ubank has expanded its biometric Passkey login to online banking, signaling a push toward both social impact and tech innovation. See our latest analysis for National Australia Bank. It’s been an active year for National Australia Bank, with big moves in housing finance, security innovation, and a...
ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE) Is Up 5.6% After Record Infrastructure-Driven Results and Upbeat Outlook

Southern Cross Electrical Engineering recently reported record revenue and profit for FY2025, driven by strong demand for data centre, battery energy storage, and airport infrastructure projects. While the Infrastructure segment showed impressive expansion, the Commercial and Resources segments declined, leading management to pursue further acquisitions and forecast significant EBITDA growth for FY2026. We'll explore how record infrastructure project demand, as highlighted in the recent...
ASX:PLS
ASX:PLSMetals and Mining

Pilbara Minerals (ASX:PLS) Valuation in Focus After Lithium Sector Upgrades and Evolving Market Outlook

Pilbara Minerals (ASX:PLS) is drawing attention after recent upgrades for the Australian lithium sector and rising spodumene price forecasts. These developments have been spurred by stronger electric vehicle demand and supply shifts in the market. See our latest analysis for Pilbara Minerals. Pilbara Minerals has surged on renewed optimism in the lithium sector, riding momentum from strong lithium price recovery, sector upgrades, and headline-making moves such as its recent ASX share...
ASX:S32
ASX:S32Metals and Mining

How Leadership Changes Will Shape South32's (ASX:S32) Strategic Direction and Investor Outlook

South32 Limited recently announced several key board changes, including the retirement of its Chair Karen Wood AM effective February 2026 and the upcoming succession by Stephen Pearce, alongside the retirement of long-serving independent Non-Executive Directors Frank Cooper AO and Dr. Ntombifuthi Mtoba following the 2025 Annual General Meeting. These developments mark a significant refresh of South32’s governance structure, introducing new leadership experience and perspectives at a critical...