ASX:APA
ASX:APAGas Utilities

Will APA Group's (ASX:APA) 1H26 Briefing and Lapsed Performance Rights Recast Its Incentive Narrative?

APA Group has scheduled its 1H26 financial results release and investor webcast briefing for 19 February 2026, led by CEO Adam Watson and CFO Garrick Rollason to update the market on performance and business positioning in Australia’s energy infrastructure sector. Separately, the lapse of 29,529 performance rights after unmet vesting conditions subtly reshapes APA’s capital structure and may prompt closer scrutiny of how management incentives align with operational outcomes. We’ll now...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Valuation After Higher Q4 Production And Supportive Gold Price Rally

Greatland Resources (ASX:GGP) is back in focus after reporting preliminary December 2025 quarter production of 86,273 oz of gold and 3,528 t of copper, alongside a gold price rally that is supporting renewed interest in the stock. See our latest analysis for Greatland Resources. The recent production update and gold price strength have gone hand in hand with a sharp improvement in sentiment, with a 31.41% 30 day share price return and 41.81% 90 day share price return pushing Greatland...
ASX:CAT
ASX:CATSoftware

How Investors May Respond To Catapult Sports (ASX:CAT) Surging ACV, EBITDA And Strategic Acquisitions

Recent coverage of Catapult Sports highlighted its sports analytics business model and global footprint, while also revealing that in the first half of FY26 the company lifted annualised contract value by 19% and management EBITDA by 50% year on year, with retention rates above 95%. The acquisitions of Perch and IMPECT suggest Catapult is broadening its reach across performance analytics and scouting, making its technology ecosystem increasingly embedded and harder for professional teams to...
ASX:CUV
ASX:CUVBiotechs

Does Clinuvel’s New VLRX-L Injectable Platform Shift the Long-Term Pipeline Narrative for ASX:CUV?

Clinuvel Pharmaceuticals has recently begun dosing in a preclinical study of its VLRX-L controlled-release liquid injectable peptide platform, marking the first formal evaluation of this next-generation delivery technology. This step signals an effort to build a broader pipeline based on in-house intellectual property that could diversify the business beyond its existing treatment franchise if development progresses successfully. We’ll now explore how advancing the proprietary VLRX-L...
ASX:PDN
ASX:PDNOil and Gas

How Investors May Respond To Paladin Energy (ASX:PDN) Upcoming Q2 FY26 Results And Investor Call

Paladin Energy recently announced it will release its December 2025 quarterly results and host an investor call on 21 January 2026, with a replay available online for investors and other stakeholders. This scheduled update highlights the company’s emphasis on communicating its operational and financial performance, giving investors a fresh reference point ahead of key project and funding decisions. We’ll now look at how this upcoming quarterly update and investor call could influence...
ASX:CPU
ASX:CPUProfessional Services

How Citi’s Rating Upgrade At Computershare (ASX:CPU) Has Changed Its Investment Story

Earlier this week, Citi upgraded Computershare Limited to ‘Buy’ from ‘Neutral’, citing confidence in its growth plans underpinned by recent acquisitions and divestments aimed at improving efficiency and shareholder value. The upgrade highlights how Computershare’s portfolio reshaping and focus on core operations are increasingly influencing how analysts assess its long-term earnings profile. We’ll now explore how Citi’s increased confidence in Computershare’s growth strategy may influence...
ASX:LTR
ASX:LTRMetals and Mining

Assessing Liontown (ASX:LTR) Valuation As Kathleen Valley Ramp Up And Offtake Deals Draw Focus

Why Liontown is in focus after Bell Potter’s latest commentary Bell Potter’s recent commentary on Liontown (ASX:LTR) has drawn attention to the upcoming production ramp-up at the Kathleen Valley lithium mine and the company’s existing offtake agreements with major electric vehicle and battery customers. See our latest analysis for Liontown. Liontown’s recent news sits against a backdrop of strong momentum, with a 30 day share price return of 41.91%, a 90 day gain of 96.35% and a very large 1...
ASX:XRO
ASX:XROSoftware

How Xero’s New AI Analytics and JAX Superagent Integration Could Impact Xero (ASX:XRO) Investors

Xero recently completed the global launch of its new AI-powered analytics capabilities, embedding Syft’s reporting tools directly into its cloud accounting platform for millions of small business customers worldwide. By pairing these analytics features with JAX, its AI financial superagent, Xero is pushing enterprise-grade intelligence directly into everyday small-business workflows. We’ll now explore how embedding AI-driven analytics at scale could influence Xero’s investment narrative and...
ASX:IGO
ASX:IGOMetals and Mining

Assessing IGO (ASX:IGO) Valuation Ahead Of December 2025 Quarterly Results Webcast

IGO (ASX:IGO) is heading into a closely watched update, with investors focusing on its December 2025 quarterly results webcast on 29 January 2026, amid rising interest in battery minerals names. See our latest analysis for IGO. IGO’s share price has moved sharply over the past few months, with a 30 day share price return of 16.38% and a 90 day share price return of 66.92%. The 1 year total shareholder return of 66.92% contrasts with a 3 year total shareholder return of negative 31.69%. This...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Valuation Check After Goldman Sachs Sell Rating And Honeymoon Project Concerns

Boss Energy (ASX:BOE) is under scrutiny after Goldman Sachs issued a Sell rating, highlighting concerns around the operational efficiency and financial viability of the Honeymoon uranium project and the withdrawal of its Enhanced Feasibility Study. See our latest analysis for Boss Energy. At a share price of A$1.58, Boss Energy has seen a 13.4% decline over the past 90 days, while the 1 year total shareholder return of 44.8% loss contrasts with a 103.6% gain over 5 years. This hints that long...
ASX:GQG
ASX:GQGCapital Markets

A Look At GQG Partners’ (ASX:GQG) Valuation After Fund Outflows And Defensive Positioning

GQG Partners (ASX:GQG) is back in focus after substantial investor withdrawals over 2025, especially in December. Its defensive stance and limited exposure to leading technology stocks weighed on performance versus benchmarks and stirred growth concerns. See our latest analysis for GQG Partners. Those outflows and the defensive stance have been reflected in the share price. A 7 day share price return of 9.09% and a 30 day share price return of 5.71% have pulled the year to date share price...
ASX:ELV
ASX:ELVMetals and Mining

Assessing Elevra Lithium (ASX:ELV) Valuation After North American Lithium Expansion Update And 12 Month Share Price High

Elevra Lithium (ASX:ELV) has outlined a staged expansion plan for its North American Lithium project, targeting earlier capacity increases and lower unit operating costs. This has coincided with the shares reaching a recent 12 month high. See our latest analysis for Elevra Lithium. The recent NAL expansion update and broker attention have coincided with a strong run, with a 30 day share price return of 36.24% and a 90 day share price return of 105.58%. The 1 year total shareholder return of...
ASX:4DX
ASX:4DXHealthcare Services

Assessing 4DMedical’s Valuation After Its A$79.1m Follow On Equity Offering

Why 4DMedical’s New Capital Raise Matters for Investors 4DMedical (ASX:4DX) has completed a follow on equity offering, raising about A$79.1 million by issuing 20,806,185 ordinary shares at A$3.80 each, which represents a A$0.19 discount per share. See our latest analysis for 4DMedical. 4DMedical’s latest capital raise comes after a sharp shift in sentiment, with a 30 day share price return of 79.51% and a 90 day share price return of 189.46%. Over the longer term, total shareholder return has...
ASX:MLX
ASX:MLXMetals and Mining

Is Metals X (ASX:MLX) Using Rentails FEED To Quietly Redefine Its Tin Asset Strategy?

Metals X announced that its Renison joint venture has awarded a front-end engineering and design (FEED) contract to GR Engineering Services for the planned Rentails tin tailings reprocessing plant, with FEED completion targeted for the third quarter of 2026 and a potential final investment decision later that year. This FEED award marks a tangible step toward unlocking additional tin production from historical tailings, which could enhance Renison’s role in global tin supply and extend the...
ASX:EMR
ASX:EMRMetals and Mining

Do Okvau’s Latest Gold Sales Clarify Emerald Resources’ (ASX:EMR) Long-Term Cash Generation Potential?

Emerald Resources NL reported that its 100% owned Okvau Gold Mine in Cambodia produced 25,030 ounces of gold in the December 2025 quarter, with 21,372 ounces poured and 20,410 ounces sold at an average price of US$4,118 per ounce. This update gives investors a clearer view of Okvau’s recent operating throughput and realised pricing, key inputs for assessing project performance and revenue generation. We will now examine how Okvau’s December quarter production and strong realised gold price...
ASX:CYL
ASX:CYLMetals and Mining

A Look At Catalyst Metals (ASX:CYL) Valuation After Quarterly Gold Production Update

Why quarterly gold production is back in focus for Catalyst Metals Catalyst Metals (ASX:CYL) has drawn fresh attention after reporting an upbeat quarterly gold production update. This coincided with the share price reaching a two month high and has put its operations and current valuation back on investors’ radar. See our latest analysis for Catalyst Metals. The upbeat production update comes after a strong run in the share price, with a 1-day share price return of 14.65%, a 30-day share...
ASX:ALC
ASX:ALCHealthcare Services

Alcidion Group (ASX:ALC) Is Up 8.7% After Returning To Profit On UK Healthcare IT Contracts

On 15 January 2026, Alcidion Group reported Q2 FY26 results showing a move from net loss to profit, backed by higher revenue, strong cash collections, a solid cash balance and no debt, underpinned by sizeable multi‑year healthcare IT contracts and reaffirmed guidance for positive EBITDA and operating cash flow. A key insight is that recent UK contract wins, including preferred Electronic Patient Record supplier status and Miya Precision expansions, have materially increased contracted...
ASX:CBA
ASX:CBABanks

The Bull Case For Commonwealth Bank of Australia (ASX:CBA) Could Change Following Aggressive Fixed-Rate Mortgage Hikes

In recent days, Commonwealth Bank of Australia lifted fixed home loan rates for owner-occupiers and investors by as much as 0.70 percentage points, pushing some three-year rates above 6% and ahead of an anticipated Reserve Bank of Australia cash rate increase in February. This move not only raises borrowing costs for households but also highlights how CBA is positioning its mortgage book in response to persistent inflation and expectations of tighter monetary policy. We’ll now explore how...