ASX:PME
ASX:PMEHealthcare Services

A Look At Pro Medicus’s Valuation As US Hospital Contracts And AI Imaging Draw Attention

Why Pro Medicus is back in focus Recent media coverage around Pro Medicus (ASX:PME) has zeroed in on its premium radiology imaging software, long term US hospital contracts, and use of AI, while investor attention is also focused on its premium pricing. See our latest analysis for Pro Medicus. Despite the recent excitement around its US contracts and AI capabilities, Pro Medicus has been in a technical downtrend, with a 30 day share price return of a 19.83% decline and a 1 year total...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR) Valuation Check After Lady Shenton Mining Approval And Development Progress

Brightstar Resources (ASX:BTR) is in focus after securing regulatory approval to commence mining at the Lady Shenton gold project, along with progress on site preparation, debt financing, and an upcoming investment decision for its Western Australian hubs. See our latest analysis for Brightstar Resources. That regulatory approval and the steps toward a final investment decision appear to sit alongside firm short term momentum, with a 7 day share price return of 17.65% and 90 day share price...
ASX:AIS
ASX:AISMetals and Mining

Is Surging Pre‑Market Trading Before Tritton and Cracow Updates Altering The Investment Case For Aeris Resources (ASX:AIS)?

Aeris Resources recently saw exceptionally heavy pre-market trading in AIS.AX around A$0.62, with very large volumes signaling heightened investor interest ahead of its 26 February 2026 earnings release. Much of the focus now centres on upcoming operational updates from the Tritton and Cracow mines, as well as how shifting commodity prices may affect Aeris’s near-term outlook. With recent trading volumes surging, we’ll explore how anticipation around Tritton and Cracow updates could shape...
ASX:TNE
ASX:TNESoftware

Did TechnologyOne’s UK Push and A$1 Billion ARR Goal Just Shift Technology One's (ASX:TNE) Investment Narrative?

Earlier in January 2026, TechnologyOne Ltd issued 172,504 new fully paid ordinary shares following the exercise or conversion of unquoted options and other convertible securities, modestly increasing its share capital through long-term incentive arrangements. At the same time, the company outlined an ambition to nearly double annualised recurring revenue to A$1 billion by the end of the decade, underpinned by strong net revenue retention and new UK public-sector customers, including two...
ASX:PNR
ASX:PNRMetals and Mining

Pantoro Gold (ASX:PNR) Valuation Check As Norseman Special Investor Call Approaches

Pantoro Gold (ASX:PNR) has scheduled a special call to update investors on operations at its Norseman Gold Project, following the company’s December 2025 Quarterly Activities Report and recent share price moves. See our latest analysis for Pantoro Gold. The recent special call around Norseman comes after a period where momentum has been building, with a 1 day share price return of 4.85%, a 30 day share price return of 5.68% and a 1 year total shareholder return of 202.52%. If this kind of...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After Profit Downgrade And Margin Pressure

ARB (ASX:ARB) has come under pressure after a trading update flagged softer earnings, with first half unaudited revenue of A$358.0 million, a 1.0% decline, and an expected 16.3% reduction in underlying profit before tax. See our latest analysis for ARB. The trading update has been followed by sharp share price moves, with a 1 day share price return of 3.32% and a 7 day share price return of 18.56% compounding a 90 day share price return of 28.06%. The 1 year total shareholder return of 31.31%...
ASX:WOR
ASX:WORConstruction

How Worley’s Westport Advisory Role At Worley (ASX:WOR) Has Changed Its Investment Story

The Government of Western Australia has appointed Worley as Marine and Port Infrastructure Technical Advisor for the Westport Program, supporting concept design and technical services for a new sustainable container port in Kwinana. This advisory role highlights Worley’s involvement in large-scale infrastructure that aims to cut emissions, reduce road congestion and integrate more rail-based container movements. Next, we’ll examine how Worley’s role in shaping low-emission port...
ASX:VAU
ASX:VAUMetals and Mining

A Look At Vault Minerals (ASX:VAU) Valuation After A Strong Quarterly Update And Production Outlook

Vault Minerals (ASX:VAU) has drawn fresh attention after its December 2025 quarter update, reporting 76,520 ounces of gold production, A$12 million in free cash flow and reaffirmed FY26 output guidance. See our latest analysis for Vault Minerals. At a share price of A$5.85, Vault Minerals has seen a 25.87% 90 day share price return and a 1 year total shareholder return of 146.58%. This suggests momentum has been building around the recent quarterly update and ongoing project work, while...
ASX:WAF
ASX:WAFMetals and Mining

Are West African Resources' Shifting Institutional Holders Recasting Its Governance Risk Profile (ASX:WAF)?

In mid-January 2026, West African Resources reported several changes in its share register, with First Sentier Group, Mitsubishi UFJ Financial Group and Morgan Stanley each filing notices about their substantial shareholdings under the Australian Corporations Act. These shifts in institutional positions reshape the balance of influence among major shareholders, potentially affecting how capital, oversight and future decisions are managed at the company. Next, we’ll examine how this...
ASX:VUL
ASX:VULMetals and Mining

A Look At Vulcan Energy Resources (ASX:VUL) Valuation After Strong Lionheart Well Test Results

Why the Lionheart well test matters for Vulcan Energy Resources Vulcan Energy Resources (ASX:VUL) has reported successful production test results from its first new Lionheart well in Germany. The results confirm strong flow rates that support its Phase One lithium project plan. The well, LSC-1bsidetrack in the Upper Rhine Valley Brine Field, showed potential production capacity of 105 to 125 litres per second. This compares with the field development plan assumption of about 84 to 94 litres...
ASX:IPX
ASX:IPXMetals and Mining

IperionX’s Valuation After New U.S. Army Titanium Parts Order From American Rheinmetall

IperionX (ASX:IPX) is back on investor radars after securing a US$0.3 million prototype order from American Rheinmetall to supply 700 recycled titanium parts for U.S. Army heavy ground combat systems. See our latest analysis for IperionX. The American Rheinmetall order arrives after a strong run in the shares, with a 1 month share price return of 50.54% and a year to date share price return of 44.56%, while the 1 year total shareholder return of 112.44% and very large 3 year and 5 year total...
ASX:S32
ASX:S32Metals and Mining

Assessing South32’s Valuation As Manganese Recovers And Mozal Faces Planned Shutdown

South32 (ASX:S32) is back in focus after a faster than expected recovery at its Australian manganese operations following cyclone disruptions, alongside plans to halt production at its Mozal aluminium smelter in Mozambique. See our latest analysis for South32. Those production updates appear to sit alongside a strong run in the shares, with a 30 day share price return of 25.07% and a 90 day share price return of 35.49%. The 1 year total shareholder return of 27.86% and 5 year total...
ASX:NST
ASX:NSTMetals and Mining

How Investors May Respond To Northern Star Resources (ASX:NST) Guidance Cut And Rising Cost Pressures

Northern Star Resources recently appointed Joanne McDonald as Joint Company Secretary while also cutting its FY26 gold production guidance and flagging higher all-in sustaining costs due to operational disruptions and increased royalties. This combination of governance strengthening and operational headwinds, including equipment breakdowns at the Kalgoorlie Super Pit ahead of a planned mill expansion, has sharpened focus on the company’s near-term operating resilience. We’ll now examine how...
ASX:BHP
ASX:BHPMetals and Mining

How Higher Jansen Capex And Upgraded Copper Outlook At BHP Group (ASX:BHP) Has Changed Its Investment Story

BHP Group’s latest update confirmed that the Jansen Stage 1 potash project budget has risen to US$8.40 billion, while first production remains targeted for mid‑2027, alongside record half‑year copper and iron ore output and a higher copper production guidance range for fiscal 2026. The review shows Jansen Stage 1 is around three‑quarters complete with expected margins above 60%, underlining how capital‑intensive growth projects can still be framed as low‑cost, long‑life options within BHP’s...
ASX:BPT
ASX:BPTOil and Gas

Should Beach Energy’s Production Dip and New Debt-Funded Drilling Plan Matter to (ASX:BPT) Investors?

Beach Energy’s latest quarterly update showed a 9% quarter-on-quarter production fall driven by lower Otway Basin gas output, reduced oil liftings and softer LNG pricing, partly offset by higher realised gas prices, while flood-hit operations were largely restored and the Waitsia Gas Plant began exporting gas. An interesting angle is Beach Energy’s expanded 12-well Cooper Basin drilling campaign and A$300 million term loan, which together underline its commitment to funding growth across...
ASX:SVM
ASX:SVMMetals and Mining

Assessing Sovereign Metals' Valuation After Kasiya Rare Earth Tailings Breakthrough

Why the Kasiya rare earths update matters for Sovereign Metals (ASX:SVM) Sovereign Metals (ASX:SVM) has drawn fresh attention after confirming it can recover high-value heavy rare earths from tailings at its Kasiya project, effectively adding a third critical mineral stream. For you as an investor, this kind of development changes how Kasiya is framed. It shifts the project from a rutile and graphite story into a broader critical materials project tied to advanced technology supply...