New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...
Earlier in 2025, Telstra Group advanced its Connected Future 30 plan, sharpening its focus on a leaner, AI-driven connectivity business while continuing major share buybacks and emphasizing dependable dividends.
At the same time, Senate inquiries into triple-zero emergency call failures heightened regulatory risk, raising the prospect of tougher laws, penalties, and mandated network upgrades that could affect Telstra’s costs and network planning.
We’ll now examine how Telstra’s AI-focused...
AMP (ASX:AMP) has moved to settle a longstanding class action over historic adviser commissions with a proposed A$29 million agreement, aiming to draw a line under legacy conduct risks and refocus investors on its core operations.
See our latest analysis for AMP.
The announcement has landed against a backdrop of solid share price momentum, with AMP delivering a year to date share price return of 15.67 percent and a three year total shareholder return of 45.18 percent. This suggests investors...
Northern Star Resources (ASX:NST) is drawing fresh attention as its recent share gains line up with a bigger strategic story, a heavy exploration program, renewable energy rollout and disciplined capital management.
See our latest analysis for Northern Star Resources.
The recent 90 day share price return of 28.9 percent, and a 12 month total shareholder return of 71.2 percent, suggest momentum is firmly building as investors reprice Northern Star’s growth pipeline and lower risk profile.
If...
Treasury Wine Estates (ASX:TWE) has jolted investors by flagging a hefty non cash impairment of up to A$687 million on its Americas business, after a deteriorating U.S. wine outlook sent the stock to decade lows.
See our latest analysis for Treasury Wine Estates.
The A$687 million non cash hit lands after a brutal run, with a roughly 52 percent year to date share price decline and a similarly steep one year total shareholder return. This signals that investors now see higher structural risk...
Earlier this month, Whitehaven Coal Limited (ASX:WHC) authorized a new share repurchase program of up to 37,115,744 shares, about 4.48% of its issued capital, valued at A$72 million and running through March 31, 2026, while also updating investors on progress under its February 2025 buyback.
This fresh authorization, following the repurchase of 4,500,000 shares for A$30.8 million, highlights the Board’s ongoing preference for returning capital via buybacks alongside its existing capital...
IGO Limited recently issued new unquoted performance and service rights under its employee incentive scheme and reported changes in director interests, further tying executive and staff rewards to company outcomes.
The increased alignment between CEO Ivan Vella’s equity interests and broader employee incentives could influence how investors assess IGO’s leadership focus and execution risk.
We’ll now explore how this expanded incentive structure, particularly the additional rights granted to...
Arafura Rare Earths (ASX:ARU) has jumped onto investors radar after the ASX quotation of more than 1.2 billion new fully paid shares, a major liquidity shift that reframes how the market can trade this story.
See our latest analysis for Arafura Rare Earths.
That liquidity boost is arriving after a sharp pullback, with a 7 day share price return of minus 16.98 percent following a strong 90 day share price gain of 25.71 percent and an 83.33 percent 1 year total shareholder return. This suggests...
Earlier this week, Metallium Limited, via its wholly owned subsidiary Flash Metals USA Inc., signed a binding Letter of Intent with ElementUSA to deploy its Flash Joule Heating technology for recovering gallium and scandium from red mud at a planned demonstration facility in Gramercy, Louisiana, backed by up to US$10.10 million in non-dilutive funding.
The agreement not only secures a commercial framework of license fees, royalties and revenue sharing, but also preserves Metallium’s full...
Greatland Resources (ASX:GGP) has caught attention after outlining an ambitious plan to extend Telfer’s mine life and fully integrate ore from its Havieron gold copper project into a single production outlook.
See our latest analysis for Greatland Resources.
The market seems to be warming to that strategy, with a 90 day share price return of 53.25% and a year to date share price return of 29.32% pointing to building momentum at the current A$9.44 level.
If this kind of turnaround story has...
SiteMinder (ASX:SDR) has added Samantha Lawson to its board as an independent non executive director, bringing deep AI and digital transformation experience that could influence how investors think about the company’s next phase of product and revenue growth.
See our latest analysis for SiteMinder.
The latest board refresh lands while SiteMinder’s share price sits at A$6.27, with a modest year to date share price return and a powerful three year total shareholder return suggesting momentum...
NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney.
See our latest analysis for NEXTDC.
The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
In November, GQG Partners reported ongoing net outflows across its equity strategies, yet total funds under management still edged up to US$166.1 billion, supported in part by portfolio moves such as reducing its stake in JSW Energy.
The firm’s public scepticism about artificial intelligence, including a whitepaper questioning OpenAI’s business model, highlights an investment stance that increasingly contrasts with prevailing market enthusiasm for AI-related themes.
We’ll now examine how...
Nickel Industries (ASX:NIC) just secured a higher 2025 ore sales quota at its Hengjaya project and a fresh five year environmental permit. This combination sparked the latest move in the share price.
See our latest analysis for Nickel Industries.
The latest bump in the share price, now A$0.775, sits against a mixed backdrop, with a double digit 90 day share price return of 10.71% but a weaker 1 year total shareholder return of negative 11.63%. This suggests short term momentum is improving...
The Lottery Corporation Limited has recently appointed Wayne Pickup as a Director and as its new Managing Director and Chief Executive Officer, marking a change at the top of the organisation.
This leadership transition could prove important for how the company balances its traditional lottery operations with its growing focus on digital and technology-led initiatives.
We’ll now examine how Wayne Pickup’s appointment as Managing Director and CEO may influence Lottery’s existing investment...
Wondering if Austal at $6.23 is still a smart buy after its big run, or if you would just be chasing momentum? Let us unpack what the current price really implies about its value.
The stock has slipped slightly in the short term, down 4.4% over the last week and 7.2% over the last month, but that comes after a huge rebound with shares up 101.0% year to date and 122.5% over the past year.
Much of this surge has been driven by renewed optimism around Austal's defence shipbuilding contracts and...