ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX) Is Up 12.6% After Major US Defense Funding Boost - What's Changed

IperionX has completed a US$47.1 million U.S. Department of War IBAS award and progressed a U.S. Department of Defense contract of up to US$99 million to scale its Virginia Titanium Manufacturing Campus, backed by a free transfer of about 290 metric tons of Ti64 titanium scrap feedstock. This combination of long-term government funding, free raw material supply and an operational U.S. manufacturing campus strengthens IperionX’s role in domestic titanium production for defense uses. We’ll now...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy’s Valuation After New Rewards Scheme And Battery Storage Investments

Why AGL Energy’s new rewards scheme is getting investor attention AGL Energy (ASX:AGL) has rolled out a customer rewards program that offers bill discounts to households and businesses that cut electricity use during peak demand, such as heatwaves and other grid stress periods. The scheme is voluntary and uses smart meter data to identify and reward customers who dial back consumption when the system is under pressure, aiming to reduce blackout risk while trimming overall network costs. For...
ASX:LYC
ASX:LYCMetals and Mining

Assessing Lynas Rare Earths (ASX:LYC) Valuation After CEO Retirement News And Recent Share Price Rebound

Lynas Rare Earths (ASX:LYC) moved into focus after CEO and Managing Director Amanda Lacaze announced plans to retire after 12 years, with a formal succession process underway and investor attention turning to leadership continuity. See our latest analysis for Lynas Rare Earths. The leadership news arrives after a sharp near term rebound, with a 7 day share price return of 9.79% and a 30 day share price return of 24.84% following earlier weakness. At the same time, the 1 year total shareholder...
ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths (ASX:ARU) Valuation After Reported Cornerstone Funding Progress For Nolans Project

Arafura Rare Earths (ASX:ARU) is back in focus after reports of about US$1.05b in potential cornerstone funding for its Nolans project, which is a key step toward securing project financing and construction. See our latest analysis for Arafura Rare Earths. The recent reports around potential cornerstone funding and earlier news about offtake agreements have come alongside a 29.55% 1 month share price return and a 96.55% 1 year total shareholder return. However, the 3 year total shareholder...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Is Up 10.1% After Lockheed Scandium Deal And Top Index Ranking

In 2025, Sunrise Energy Metals secured Lockheed Martin’s support through a scandium oxide supply agreement for its Syerston Project, adding a five-year purchase option to a resource described as capable of supplying global demand for decades. The company was also recognized as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, underscoring how its scandium position intersects with aerospace and electronics supply chains. With this Lockheed Martin...
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...