ASX:360
ASX:360Software

Is Life360 (ASX:360) Using Patent Battles To Quietly Redraw Its Competitive Moat?

Earlier this year, Life360 filed a new complaint in the District of Delaware seeking to invalidate GoCodes’ U.S. Patent No. 8,973,813, following GoCodes’ voluntary dismissal of a prior infringement lawsuit against Life360 and its Tile subsidiary. This legal push highlights Life360’s intent to proactively defend its location-tracking technology, which could have implications for its product roadmap and competitive position. Next, we’ll examine how Life360’s patent challenge against GoCodes...
ASX:EVN
ASX:EVNMetals and Mining

What Evolution Mining (ASX:EVN)'s Analyst Upgrade and Earnings Buzz Means For Shareholders

Evolution Mining Limited has recently attracted increased investor attention after analysts upgraded the stock to ‘Buy,’ citing strong financial metrics and renewed interest ahead of its February 2026 earnings announcement. This shift in analyst sentiment highlights how expectations around production volumes, cost control and gold price exposure are becoming central to the company’s investment case. With analysts turning more optimistic on Evolution Mining’s prospects, we’ll examine how...
ASX:HCH
ASX:HCHMetals and Mining

How Investors Are Reacting To Hot Chili (ASX:HCH) Expanding Higher-Grade La Verde Copper-Gold Results

Earlier in December 2025, Hot Chili reported further drilling results from its La Verde copper-gold discovery in Chile, confirming wider and higher-grade mineralisation near surface with all eight completed diamond drillholes intersecting copper porphyry-style mineralisation and additional assays still pending under JORC (2012) and NI 43-101 standards. These results suggest La Verde’s higher-grade core may be expanding and converging into a single system close to the company’s planned Costa...
ASX:WDS
ASX:WDSOil and Gas

Can Woodside (ASX:WDS) Maintain Project Discipline After CEO Meg O’Neill’s Surprise Departure to bp?

Woodside Energy Group has confirmed that CEO and Managing Director Meg O’Neill has resigned to become CEO of bp p.l.c., with Executive Vice President and Chief Operating Officer Australia Liz Westcott appointed Acting CEO effective 18 December 2025. This leadership change comes as Woodside is in the middle of delivering large LNG growth projects and managing potential industrial action at Pluto LNG Train 2, increasing attention on execution continuity and governance. We’ll now examine how...
ASX:BAP
ASX:BAPRetail Distributors

Can Bapcor’s (ASX:BAP) New CEO and Relaxed Leverage Covenants Reframe Its Turnaround Risks?

Bapcor recently announced that outgoing CEO Angus McKay will be replaced by automotive aftermarket veteran Chris Wilesmith as CEO and Managing Director from 14 January 2026, alongside an updated FY26 earnings outlook that includes an expected Statutory NPAT loss of A$5 million–A$8 million in 1H26 and A$31 million–A$36 million for the full year. At the same time, Bapcor secured temporary lender approval to lift its net leverage covenant to 3.5 times adjusted EBITDA, giving the new leadership...
ASX:SGR
ASX:SGRHospitality

Star Entertainment Group (ASX:SGR): Valuation Check After Major Boardroom Overhaul and Leadership Reshuffle

Star Entertainment Group (ASX:SGR) has kicked off a fresh chapter after a packed December board meeting reshaped its leadership, with Bruce Mathieson Jnr moving from chairman to CEO and Soo Kim taking the chair. See our latest analysis for Star Entertainment Group. The leadership shake up and Bally's backed recapitalisation have given the stock fresh momentum, with a 30 day share price return of 52.94% contrasting sharply with a still deeply negative five year total shareholder return of...
ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): Evaluating Valuation After the Latest Follow-On Equity Offering and Funding Boost

Nova Minerals (ASX:NVA) just wrapped up a roughly A$20 million follow on equity offering in its American Depositary Shares, a capital raise that directly shapes how it funds the next phase of its growth plans. See our latest analysis for Nova Minerals. The fresh capital raise lands after a busy few weeks, including a US shelf registration and conference appearance. It comes as Nova’s 90 day share price return of 152.11 percent and 1 year total shareholder return of 179.69 percent signal...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS): Reviewing Valuation After Its Major Follow-On Equity Raise

Aeris Resources (ASX:AIS) has just wrapped up a follow on equity offering, raising about A$21.6 million by issuing nearly 48 million new ordinary shares at A$0.45, reshaping its balance sheet. See our latest analysis for Aeris Resources. That capital raise lands after a powerful run, with the latest A$0.535 quote coming off a roughly 46 percent 3 month share price return and a near tripling year to date. Longer term total shareholder returns remain more muted, so momentum still looks firmly...
ASX:PDN
ASX:PDNOil and Gas

How Paladin’s Leaner Debt Facility At Paladin Energy (ASX:PDN) Has Changed Its Investment Story

Paladin Energy has completed a restructure of its syndicated debt facility with Nedbank and Macquarie, trimming overall capacity from US$150 million to US$110 million to better match its stronger liquidity after 2025 equity raises. The revised facility increases undrawn debt capacity and balance sheet flexibility as Paladin advances the ramp-up of its Langer Heinrich Mine, underscoring management’s focus on funding growth without over-reliance on borrowings. We’ll now explore how this...
ASX:ANZ
ASX:ANZBanks

ANZ (ASX:ANZ) Valuation Check After Recent Share Price Climb and Suncorp Integration Progress

ANZ Group Holdings (ASX:ANZ) has been grinding higher this year, and with the share price hovering around A$36, investors are weighing whether the recent climb still leaves room for steady upside. See our latest analysis for ANZ Group Holdings. Over the past year, ANZ has quietly turned in a strong run, with solid year to date share price gains and an impressive multi year total shareholder return that signals momentum is still very much on its side. If ANZ's steady climb has you thinking...
ASX:TLX
ASX:TLXBiotechs

Can Telix (ASX:TLX) Turn Prostate Theranostics Partnerships Into An Edge Amid Legal Strains?

In December 2025, Telix Pharmaceuticals updated investors on the progression of its ProstACT Global Phase 3 trial for TLX591 in metastatic castration‑resistant prostate cancer and announced a new clinical collaboration with Varian to combine its prostate theranostics with external beam radiation therapy. These developments come as Telix works to expand its prostate cancer platform globally while managing regulatory setbacks and class action lawsuits over alleged misstatements on clinical...
ASX:MP1
ASX:MP1IT

Megaport (ASX:MP1): Weighing Valuation After a Choppy Few Months and Rapid Growth

Megaport (ASX:MP1) has had a choppy few months, but its longer term returns and rapid revenue and earnings growth are drawing fresh attention from investors who are trying to gauge whether the current pullback offers value. See our latest analysis for Megaport. At A$12.59, Megaport’s recent pullback, including a weaker 90 day share price return, sits in sharp contrast to its strong year to date share price momentum and impressive multi year total shareholder returns. This suggests sentiment...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Valuation Re‑Examined After Honeymoon Feasibility Study Withdrawal and Cost Outlook Shift

Boss Energy (ASX:BOE) has jolted investors by withdrawing its 2021 Honeymoon uranium feasibility study after a major review flagged less favourable mineralisation and higher long term costs, sending the stock sharply lower and putting the project back under the microscope. See our latest analysis for Boss Energy. The Honeymoon downgrade caps a rough stretch for shareholders, with a year to date share price return of around negative 47% and a one year total shareholder return of about negative...
ASX:CDA
ASX:CDAElectronic

Why Codan (ASX:CDA) Is Down 11.8% After Broker Turns Cautious On Valuation And Momentum

Codan Limited recently came under pressure after a broker shifted to a more cautious stance, reflecting concerns about how the company is currently valued despite previously strong first-half FY25 results. This shift, combined with bearish technical patterns and more cautious investor sentiment, has raised fresh questions about how durable Codan’s recent operational momentum may prove. We’ll now examine how the broker downgrade on valuation grounds might influence Codan’s existing investment...
ASX:WGX
ASX:WGXMetals and Mining

Restart Of Great Fingall High-Grade Mining Might Change The Case For Investing In Westgold Resources (ASX:WGX)

Westgold Resources has commenced mining the first high-grade stopes at the historic Great Fingall underground mine near Cue, Western Australia, with initial ore grades of over 3g/t feeding into its Cue processing hub alongside output from the Big Bell mine. This restart of Great Fingall, once a major producer in the early 1900s, marks a shift from development to production and is intended to lift higher-grade ore supply, support operating margins, and potentially extend mine life through...
ASX:WDS
ASX:WDSOil and Gas

Has the Market Mispriced Woodside After Recent Share Price Slide Despite Strong DCF Signals?

If you have been wondering whether Woodside Energy Group is a bargain or a potential value trap at today’s price, you are not alone. This article will walk through what the numbers are really saying. Despite a 7.8% slide over the last week and a 13.2% drop over the past month, the stock is still up 42.9% over five years. This tells us the long term story is very different from the recent red on the screen. Recent moves in the oil and gas complex, shifting expectations around global LNG...