ASX:MLX
ASX:MLXMetals and Mining

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

As the Australian market experiences a modest uptick, bolstered by renewed investor confidence following recent developments in U.S.-China trade tensions, attention turns to opportunities within smaller cap stocks. Penny stocks, though an older term, remain relevant as they often represent smaller or newer companies with potential for growth. By focusing on those with strong financial health and clear growth prospects, investors can uncover promising opportunities in this niche area of the...
ASX:NCK
ASX:NCKSpecialty Retail

Nick Scali (ASX:NCK) Valuation Spotlight: Strong Earnings Outlook Draws Investor Interest

Investor optimism is building around Nick Scali (ASX:NCK) as the company’s sound return on equity and rising earnings projections catch attention. Recent market reports highlight Nick Scali’s value and potential for above average growth. See our latest analysis for Nick Scali. Nick Scali’s momentum has been hard to ignore, with a 23.9% share price return over the past three months and a stellar 53.5% year-to-date gain. Impressively, the one-year total shareholder return stands at 44.8%...
ASX:SYR
ASX:SYRMetals and Mining

Syrah Resources (ASX:SYR) Valuation Revisited After China Tightens Graphite and Lithium Battery Material Exports

Syrah Resources (ASX:SYR) shares have jumped after China announced new export controls on graphite and lithium battery materials. These restrictions have drawn attention to Syrah’s position as a major natural graphite producer outside China. See our latest analysis for Syrah Resources. After drifting for much of the year, Syrah Resources has surged back into the spotlight with a 62.3% one-month share price return and a rapid 100% jump year-to-date, as sentiment shifts on the back of China’s...
ASX:LYC
ASX:LYCMetals and Mining

How Investors May Respond To Lynas Rare Earths (ASX:LYC) Partnering on U.S. Rare Earth Magnet Supply Chain

On October 8, 2025, Noveon Magnetics and Lynas Rare Earths announced the signing of a non-binding memorandum of understanding to form a partnership aimed at developing a scalable, domestic U.S. supply chain for rare earth permanent magnets across defense, automotive, and industrial sectors. This partnership responds directly to recent supply chain disruptions and new Chinese export restrictions, positioning Lynas as a critical supplier for U.S. national defense and commercial electrification...
ASX:TUA
ASX:TUATelecom

How Will Tuas’ A$50 Million Equity Raise Shape Its Capital Allocation Strategy (ASX:TUA)?

Tuas Limited recently completed a follow-on equity offering, raising approximately A$50.00 million by issuing 9,075,170 new ordinary shares at A$5.51 each. This capital raising highlights the company’s focus on securing additional funds, which can play a key role in its future initiatives and operational flexibility. We will explore how this completed equity offering, and its potential impact on capital allocation, shapes the current investment narrative for Tuas. The end of cancer? These 28...
ASX:LGI
ASX:LGIRenewable Energy

3 Promising ASX Penny Stocks With Market Caps Under A$700M

The Australian market has shown resilience despite global uncertainties, with investors cautiously optimistic following recent geopolitical developments and trade discussions. In such a climate, penny stocks—though an outdated term—remain relevant as they highlight smaller or less-established companies that can offer significant value. By focusing on those with strong financials and clear growth potential, investors may uncover promising opportunities among these under-the-radar stocks.
ASX:AZJ
ASX:AZJTransportation

Should Aurizon Holdings’ (ASX:AZJ) Share Buy-Back Signal Management Confidence or Cautious Capital Allocation?

On October 10, 2025, Aurizon Holdings Limited announced it had repurchased a total of 6,649,535 ordinary fully paid securities through its ongoing on-market buy-back program, with 235,478 shares acquired in the previous day alone. This capital management initiative allows the company to adjust its share base, which may influence shareholder value and signal management's outlook on future performance. We'll consider how the ongoing buy-back program reflects leadership’s views on capital...
ASX:WPR
ASX:WPRRetail REITs

Waypoint REIT (ASX:WPR) Valuation: Assessing Potential Upside After Latest On-Market Buy-Back Progress

Waypoint REIT (ASX:WPR) has continued with its on-market buy-back program and recently announced the repurchase of additional securities. The move reflects ongoing efforts to fine-tune its capital structure and support shareholder value. See our latest analysis for Waypoint REIT. While Waypoint REIT’s ongoing buy-back program signals confidence in its long-term direction, the share price has cooled recently, reflecting a 30-day return of -5.73%. Over the past year, though, total shareholder...
ASX:DRO
ASX:DROAerospace & Defense

How Investors May Respond To DroneShield (ASX:DRO) Launching Advanced AI-Driven Counter-Drone Software

Earlier this month, DroneShield unveiled a major AI-driven software update designed to enhance detection accuracy, response speed, and integration with defense networks including those utilizing the SAPIENT protocol. This release introduces precise emitter-based drone disruption and supports the company's plan to drive substantial growth in software as a service revenue, directly addressing evolving counter-drone challenges across both defense and critical infrastructure sectors. We'll...
ASX:ILU
ASX:ILUMetals and Mining

Is Speculation of an Australia–US Rare Earths Deal Altering the Investment Case for Iluka Resources (ASX:ILU)?

In the past week, rare earth stocks experienced strong gains after renewed tensions between China and the US over critical mineral exports, as well as media reports suggesting Australia and the US could pursue a broad rare earths supply agreement. This has brought fresh attention to Australian suppliers like Iluka Resources, which could become increasingly important in efforts to diversify critical mineral supply chains outside of China. Next, we'll examine how speculation over an...
ASX:AFI
ASX:AFICapital Markets

Australian Foundation Investment (ASX:AFI): Valuation Insights Following New Share Buy-Back Update

Australian Foundation Investment (ASX:AFI) has just updated investors on progress with its ongoing share buy-back program. The company revealed a fresh round of repurchases aimed at boosting shareholder value and supporting earnings per share. See our latest analysis for Australian Foundation Investment. AFI’s latest buy-back is not happening in a vacuum, with recent market interest likely fueled by its continuing capital management strategy and focus on stable returns. While the share price...