ASX:BGL
ASX:BGLMetals and Mining

Does Bellevue Gold’s Misfire Response Reveal a Strength or Weakness in Management Discipline (ASX:BGL)?

Bellevue Gold recently disclosed that underground development was suspended in late December after a safety incident involving misfire management, with work restarting on 4 January once assessments were completed and access to high-grade Deacon and Viago headings was restored. The incident highlights how operational safety protocols can temporarily interrupt mine development while also underscoring management’s willingness to halt production to address risks thoroughly. Next, we’ll explore...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Valuation In Focus As Inflation Data And Upcoming Results Draw Investor Attention

Wesfarmers (ASX:WES) is back in focus as traders watch key inflation data that could influence interest rate expectations and consumer spending, two forces closely tied to its core Bunnings and Kmart businesses. See our latest analysis for Wesfarmers. At a share price of A$80.96, Wesfarmers has seen some pressure recently, with a 90 day share price return of 9.07% and a slightly negative year to date move. Its 1 year total shareholder return of 15.9% and 5 year total shareholder return of...
ASX:AIS
ASX:AISMetals and Mining

Assessing Aeris Resources (ASX:AIS) Valuation After Constellation Project Approval

Why Aeris Resources (ASX:AIS) is back on investors’ radar Aeris Resources (ASX:AIS) is attracting fresh attention after securing Development Consent for its Constellation Project. This project is expected to lift production capacity at the Tritton Copper Mine in New South Wales. See our latest analysis for Aeris Resources. The Constellation approval comes after a strong run in the shares, with a 30 day share price return of 25.74% and a 1 year total shareholder return of 252.78%. However, 3...
ASX:STO
ASX:STOOil and Gas

How Early PNG LNG Debt Repayment And Mahalo Exit At Santos (ASX:STO) Has Changed Its Investment Story

In late 2025, Santos repaid its PNG LNG project finance facility around six months ahead of schedule and agreed to sell its 42.86% operated interest in the Mahalo Joint Venture to Comet Ridge Ltd, marking two significant portfolio and balance sheet moves. These actions suggest Santos is prioritising earlier debt reduction and portfolio reshaping, choices that could influence its future capital allocation and project focus. We’ll now explore how Santos’ early PNG LNG debt repayment affects...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation As LNG Deals And Beaumont Project Progress Shape Investor Expectations

Investor interest in Woodside Energy Group (ASX:WDS) has picked up as the company progresses its Beaumont New Ammonia facility in Texas and locks in long term LNG supply contracts, alongside a key production update later this month. See our latest analysis for Woodside Energy Group. Despite progress at Beaumont and new LNG contracts, Woodside’s recent technical downtrend and 30 day share price return of 7.83% set against a 5 year total shareholder return of 22.93% suggest longer term gains...
ASX:NVX
ASX:NVXElectronic

Assessing NOVONIX’s Valuation After Share Price Gains And Ongoing Push Toward Profitability

What is drawing attention to NOVONIX right now? Recent interest in NOVONIX (ASX:NVX) is tied to share price gains that investors are linking to its ongoing revenue growth and execution of long term plans, while the company continues working toward profitability. See our latest analysis for NOVONIX. The recent enthusiasm follows a sharp 22.6% 7-day share price return and a 21.2% 30-day share price return to A$0.515. However, the 1-year total shareholder return remains a 29.5% loss and the...
ASX:CMM
ASX:CMMMetals and Mining

Assessing Capricorn Metals (ASX:CMM) Valuation After Solid Karlawinda Production And Expansion Progress

Why Capricorn Metals’ latest production update matters Capricorn Metals (ASX:CMM) recently reported 30,476oz of gold output from its Karlawinda Gold Project for the December 2025 quarter, in line with its FY26 mine plan and near the upper end of annual guidance. The company also confirmed that construction of the Karlawinda Expansion Project is progressing, with key infrastructure milestones reached and commissioning targeted for Q1 FY27. This provides investors with more clarity on its...
ASX:PGC
ASX:PGCHealthcare

Undervalued Small Caps With Insider Buying In Global For January 2026

As we enter January 2026, global markets are navigating a complex landscape marked by recent declines in U.S. stock indexes and significant gains in European markets, while geopolitical tensions and economic indicators like rising home sales continue to influence investor sentiment. Amidst these dynamics, small-cap stocks have shown resilience with the Russell 2000 Index posting a positive change year-to-date, suggesting potential opportunities for investors seeking growth prospects. In this...
ASX:CBA
ASX:CBABanks

Does AI Expansion And Inflation Focus Change The Bull Case For Commonwealth Bank of Australia (ASX:CBA)?

In recent months, Commonwealth Bank of Australia has led Australia’s debt capital markets, topping Bloomberg’s 2025 league tables for bonds and syndicated loans while also rolling out large-scale AI tools and expanding its investor mortgage book. At the same time, rising customer concerns about data privacy and strong investor focus on upcoming inflation readings and earnings have sharpened attention on how CBA balances innovation, risk and customer trust. We’ll now examine how heightened...
ASX:WAF
ASX:WAFMetals and Mining

Assessing West African Resources (ASX:WAF) Valuation After Record 2025 Gold Production And New Share Price Highs

West African Resources (ASX:WAF) is back in focus after reporting record 2025 gold production of 300,383 ounces, meeting its guidance and supporting market interest in the stock. See our latest analysis for West African Resources. The strong 2025 production update and Kiaka ramp up have come alongside firm share price momentum, with a 1 month share price return of 20.29% and a 1 year total shareholder return of 114.19%. This suggests investors are rewarding consistent delivery. If you are...
ASX:PDN
ASX:PDNOil and Gas

Why Paladin Energy (ASX:PDN) Is Up 12.6% After US Reactor Plans Spotlight Uranium Demand Potential – And What's Next

In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor site permit in North Carolina, highlighted potential future uranium demand. This renewed focus on nuclear build-out underscores how policy and utility decisions abroad can influence sentiment toward uranium miners like Paladin Energy in Australia. We’ll now examine how expanding nuclear reactor...
ASX:PRU
ASX:PRUMetals and Mining

Assessing Perseus Mining’s Valuation After Expanding Its Loan Facility To Support West African Projects

Why Perseus Mining’s expanded loan facility matters now Perseus Mining (ASX:PRU) has expanded its loan facility, giving the company more financial flexibility to support operational projects and gold production across its West African sites. This move directly affects how investors might view its balance sheet strength. See our latest analysis for Perseus Mining. Perseus Mining’s expanded loan facility comes at a time when momentum has been building, with a 30 day share price return of 8.49%...
ASX:IGO
ASX:IGOMetals and Mining

Is IGO's (ASX:IGO) Technical Momentum Masking Or Clarifying Its Core Battery Materials Strategy?

Recent technical analysis highlighted IGO Limited as one of several ASX battery minerals and metals stocks in a strong upward price trend, reflecting sustained investor interest in the sector in early January 2026. This momentum-driven recognition positions IGO within a broader battery materials theme, suggesting that sector-wide enthusiasm rather than company-specific announcements is currently shaping trading activity. We’ll now look at how this strong technical uptrend in the battery...
ASX:WOW
ASX:WOWConsumer Retailing

The Bull Case For Woolworths Group (ASX:WOW) Could Change Following Margin And Competition Pressures

In recent days, Woolworths Group has highlighted continued margin pressures, wage inflation and intense discounting in Australian retail, while outlining supply chain optimisation, store efficiency and inventory initiatives to protect profitability and maintain reliable product availability. These updates have sharpened investor debate over whether Woolworths still behaves as a defensive supermarket leader or is showing growth fatigue as it balances price investment, online expansion and...
ASX:MFG
ASX:MFGCapital Markets

Is Magellan (ASX:MFG) Quietly Becoming an Institutional-First Manager as Retail Outflows Persist?

Magellan Financial Group has reported that its assets under management slipped to A$39.9 billion at 31 December 2025, with modest net outflows led by retail products, particularly the Magellan Global Equities and Global Listed Infrastructure strategies. While overall AUM remained relatively stable, the shift from retail outflows toward slightly growing institutional mandates highlights a changing client mix and lingering questions about the resilience of core flagship strategies. Now we’ll...
ASX:AVL
ASX:AVLMetals and Mining

ASX Penny Stocks To Watch In January 2026

As the Australian share market faces its first downturn of the year, with futures suggesting only a slight dip, investors are keeping a close eye on potential opportunities amid fluctuating global sentiments. Penny stocks, often associated with smaller or newer companies, remain an intriguing investment area despite being considered somewhat outdated. These stocks can offer unique growth prospects at lower price points when backed by strong financial health and solid fundamentals. In this...
ASX:KCN
ASX:KCNMetals and Mining

Kingsgate Consolidated (ASX:KCN) Valuation Check After New US$25 Million Loan Facility And Refinancing

Kingsgate Consolidated (ASX:KCN) has secured access to a US$25 million loan facility from Nebari Natural Resources Credit Fund II after meeting all conditions, alongside refinancing that reshapes its debt profile and financial flexibility. See our latest analysis for Kingsgate Consolidated. The refinancing news comes after a strong run in the shares, with a 30-day share price return of 31.32% and a 90-day share price return of 46.02%. This has contributed to a very large 1-year total...
ASX:SFR
ASX:SFRMetals and Mining

Assessing Sandfire Resources (ASX:SFR) Valuation After Record Production And Lower Costs

Why Sandfire Resources Is Back on Investor Radars Sandfire Resources (ASX:SFR) is attracting attention after record copper equivalent production, lower operating costs across key mines, and a 69% cut in net debt, alongside technical signals pointing to a strong share price uptrend. See our latest analysis for Sandfire Resources. The recent production records, cost efficiencies and debt reduction appear to be feeding into strong price momentum, with a 30 day share price return of 12.55% and a...