ASX:SGM
ASX:SGMMetals and Mining

How Improved Earnings and Dividends At Sims (ASX:SGM) Have Changed Its Investment Story

Sims Limited recently reported higher earnings supported by stronger operational performance and ongoing dividend contributions, underscoring its role in the ASX 200 metals and recycling sector. This improvement in profitability highlights how Sims’ recycling-focused business model can convert operational efficiency into shareholder returns within a heavily regulated industry. Next, we’ll examine how this improved earnings performance may influence Sims’ existing investment narrative,...
ASX:CDA
ASX:CDAElectronic

Why Codan (ASX:CDA) Is Up 27.1% After Upgrading FY26 Profit And Revenue Guidance – And What's Next

Codan recently reported a strong half-year update, forecasting a 52% lift in net profit after tax and a 29% increase in group revenue for the first half of FY26, driven by 46% growth in metal detection sales and solid progress in communications. An interesting aspect of this update is that underlying net profit after tax is rising faster than revenue, indicating improving operating leverage as gold detector demand in Africa and recreational markets combines with more profitable...
ASX:KAR
ASX:KAROil and Gas

Is 2026’s Baúna FPSO Shift And Project Decisions Altering The Investment Case For Karoon Energy (ASX:KAR)?

In recent days, Karoon Energy highlighted a catalyst-heavy 2026 under new CEO Carri Lockhart, including planned final investment decisions for the Neon project in the second half of 2026, investment decisions on the Who Dat East and South projects in early 2026, and assuming full operatorship of the Baúna FPSO in mid-2026 to potentially lower operating costs. Alongside recent technical analysis flagging a short-term downtrend in the share price, investor attention is shifting toward how...
ASX:DUR
ASX:DURConstruction

Evaluating Duratec (ASX:DUR) After AUKUS Procurement Progress And Defence Contract Momentum

Duratec (ASX:DUR) is back in focus after being instructed to begin early procurement of long lead items for AUKUS related infrastructure upgrades at HMAS Stirling, a defence project with significant national importance. See our latest analysis for Duratec. The latest AUKUS related update comes after the stock climbed to a recent two month high on potential naval base contracts, with a 7 day share price return of 8.99% and a one year total shareholder return of 47.40% pointing to momentum that...
ASX:BRN
ASX:BRNSoftware

BrainChip Holdings ASX BRN Valuation Check As Akida Earnings And Design Wins Approach

Interest in BrainChip Holdings (ASX:BRN) is building ahead of the 4 Mar 2026 earnings report, as investors watch whether commercial rollout of the Akida neuromorphic processor starts to show up in the financials. See our latest analysis for BrainChip Holdings. At A$0.185, BrainChip’s 30 day share price return of 5.71% and 7 day share price return of 2.78% contrast with a 90 day share price decline of 22.92% and a 1 year total shareholder return decline of 44.78%. This suggests recent momentum...
ASX:HMC
ASX:HMCCapital Markets

Kentbruck Wind Farm Approval Could Be A Game Changer For HMC Capital’s (ASX:HMC) Energy Transition Strategy

HMC Capital has now secured ministerial approval for its 600 MW Kentbruck Wind Farm and renewable energy hub in south‑west Victoria, allowing the project to proceed subject to tighter environmental conditions, including potential removal of up to five turbines to protect endangered bird and bat species. The decision reinforces HMC’s push into energy transition infrastructure via its StorEnergy division, underpinning its broader alternatives platform ahead of an expected capital-partnering...
ASX:SGM
ASX:SGMMetals and Mining

A Look At Sims Limited’s Valuation As Earnings Growth Refocuses Attention On ASX 200 Recycler

Earnings growth puts Sims (ASX:SGM) back in focus Recent coverage of Sims (ASX:SGM) highlights earnings growth and operational performance within the ASX 200 metals and recycling sector. This is prompting investors to reassess how the stock fits into their portfolio today. See our latest analysis for Sims. The recent earnings story is playing out in the share price too, with a 36.5% 90 day share price return and 42.2% 1 year total shareholder return suggesting momentum has been building...
ASX:AX1
ASX:AX1Specialty Retail

A Look At Accent Group (ASX:AX1) Valuation After The Recent Share Price Drop And Recovery Speculation

User interest in Accent Group (ASX:AX1) has intensified after a sharp share price drop, as investors weigh its footwear brands, private label growth and new Sports Direct stores alongside expectations for future interest rate cuts. See our latest analysis for Accent Group. That sharp reaction comes after a 3.83% 1 month share price return and a 28.84% 3 month share price decline. The 1 year total shareholder return of 58.34% and 5 year total shareholder return of 46.16% indicate that pressure...
ASX:ETM
ASX:ETMMetals and Mining

Energy Transition Minerals (ASX:ETM) Valuation After Nasdaq Listing Plans And Greenland Licence Progress

Energy Transition Minerals (ASX:ETM) has drawn fresh attention after appointing US based advisers to support a planned Nasdaq listing and to progress its Kvanefjeld rare earth project in Greenland, following removal of key procedural licence barriers. See our latest analysis for Energy Transition Minerals. The Nasdaq ambitions and Greenland licensing progress have arrived alongside sharp price moves, with a 30 day share price return of 146.84% and a 1 year total shareholder return of 170.83%...
ASX:ANN
ASX:ANNMedical Equipment

What Ansell (ASX:ANN)'s CEO Succession Plan Means For Shareholders

Ansell has announced that CEO Neil Salmon will retire, with former Fiskars Group chief executive Nathalie Ahlström set to take over leadership from 16 February 2026, marking a planned succession at the top of the protective equipment maker. The orderly transition still raised questions about how new leadership might influence Ansell’s long-term execution on product innovation, efficiency programs, and global growth plans. We’ll now examine how this CEO transition, and the fresh leadership it...
ASX:MKR
ASX:MKRMetals and Mining

Is Manuka Resources (ASX:MKR) Quietly Re‑Engineering Its Production Optionality With Wonawinta Restart Plans?

Manuka Resources has outlined plans to restart gold and silver production in Q2 2026 at its 100% owned Wonawinta facility in NSW, backed by an A$18.9 million redevelopment and a 10‑year mine plan across Wonawinta and Mt Boppy, while progressing the Taranaki VTM Project through New Zealand’s Fast-track approvals process. An interesting angle for investors is how the combination of an experienced operations appointment, a modest capital base boost via option exercises, and pending Taranaki...
ASX:CDA
ASX:CDAElectronic

Assessing Codan (ASX:CDA) Valuation After Strong Half-Year Update And Metal Detection Growth

Codan (ASX:CDA) has drawn fresh attention after a half-year update flagged strong metal detection demand, with that segment’s revenue up about 46% and group revenue for the first half of FY26 expected to be 29% higher. See our latest analysis for Codan. That upbeat half year update appears to have reset expectations, with Codan’s 1 day share price return of 16.89% and 7 day share price return of 27.12% lifting the stock to A$36.89, while a very large 3 year total shareholder return points to...