Australian Infrastructure Stock News

On 9 January 2026, Aristocrat Leisure Limited increased its on-market share buyback authorisation by A$750 million to A$1.50 billion and extended the program through to 5 March 2027. This larger, longer buyback points to management prioritising capital returns alongside growth initiatives such as NeoGames integration and the Aristocrat Interactive expansion. We’ll now examine how the expanded A$1.50 billion buyback could influence Aristocrat Leisure’s investment narrative and capital...

Lithium prices have recently surged after a three-year bear market, with demand from battery energy storage systems and regulatory-driven supply discipline tightening the global market. As a North America-focused lithium producer and developer, Elevra Lithium Limited appears positioned to harness this shift through its production scale and cost management focus. We’ll now explore how the lithium price rebound, particularly the impact of battery energy storage demand, shapes Elevra...

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...

Beach Energy recently reported a full-year net loss driven mainly by an impairment charge, even as it lifted its annual dividend, and also narrowed production guidance following operational delays at key projects such as Waitsia. This combination of a headline loss, higher cash returns, and tighter production outlook has sharpened investor focus on the resilience of Beach Energy’s long-term operating plan. We’ll now examine how these production delays at Waitsia may influence Beach Energy’s...

Alkane Resources Ltd recently reported its third-quarter and half-year 2025 production and sales, delivering 43,663 ounces of gold equivalent in the quarter and maintaining group fiscal 2026 guidance of 160,000 to 175,000 AuEq ounces at an all-in sustaining cost of A$2,600 to A$2,900 per ounce. The company also ended the quarter with A$246,000,000 in cash, bullion, and listed investments, underscoring a strong liquidity position alongside steady production. We’ll explore how Alkane’s...

In 2025, Telstra Group reported strong financial results, including growth in its mobile division, and committed an additional A$800 million over four years to enhance its 5G network coverage and performance. This combination of improved operating metrics and renewed 5G investment focus highlights how Telstra is leaning heavily into network quality as a core competitive advantage. We’ll now examine how Telstra’s additional A$800 million 5G investment commitment could reshape its existing...

Commonwealth Bank of Australia (ASX:CBA) is back in focus after topping Bloomberg’s 2025 Australian bonds and loans league tables. This highlights its role in debt markets as investors watch upcoming data and earnings. See our latest analysis for Commonwealth Bank of Australia. CBA’s recent leadership in bonds and loans sits alongside a softer share price patch, with the latest close at A$153.22 and a 90 day share price return of a 9% decline, even as the 5 year total shareholder return of...

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...

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 (ASX:ASX) has drawn fresh attention after a major investment bank upgraded its rating, citing higher daily cash market activity, a greater amount of capital quoted, and board-endorsed plans to increase capital buffers and adjust its dividend approach. See our latest analysis for ASX. ASX shares at A$52.39 have seen a 1-day share price return of 0.48% and a 7-day share price return of 1.91%. However, the 30-day and 90-day share price returns of 8.65% and 11.29% declines show that recent...

Why Macquarie Group is back on investors’ radar Macquarie Group (ASX:MQG) has drawn fresh attention after reshaping its listed equity holdings, stepping back from substantial positions in Elsight and Jumbo Interactive while continuing preferred equity funding support for U.S. based Applied Digital. See our latest analysis for Macquarie Group. These shifts in listed holdings and ongoing preferred equity funding have come as Macquarie Group’s share price moved to A$206.08, with a 30 day share...

In late 2025, European billionaire Olivier Goudet quietly built a 5.05% stake in Treasury Wine Estates, becoming a major shareholder just as the company worked through profit warnings, goodwill write-downs and operational pressures. His entry coincides with new CEO Sam Fischer’s plan to deliver about A$100 million in annual cost savings over the next two to three years, highlighting an intense phase of restructuring and renewed external interest in the business. Now, we’ll explore how...

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...

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%...

Last week, Tusker Minerals Ltd ( ASX:TSK ) insiders, who had purchased shares in the previous 12 months were rewarded...

West African Resources reported that in 2025 its Sanbrado and Kiaka operations in Burkina Faso delivered record annual gold production of 300,383 ounces, meeting its stated group guidance range. The company also achieved strong fourth-quarter output as Kiaka’s processing plant ramp-up stayed on schedule, underlining consistent operational performance across both mining centers. We’ll now examine how this record production and on-track Kiaka ramp-up might influence West African Resources’...

Last week, Evergold Minerals Limited ( ASX:EG1 ) insiders, who had purchased shares in the previous 12 months were...

You may think that with a price-to-sales (or "P/S") ratio of 1.6x RLF AgTech Ltd ( ASX:RLF ) is definitely a stock...

Reliance Worldwide (ASX:RWC) has had a great run on the share market with its stock up by a significant 6.4% over the...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Key Insights Significant control over Alcidion Group by individual investors implies that the general public has more...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

Most readers would already be aware that Investigator Silver's (ASX:IVR) stock increased significantly by 120% over the...

Why Arafura Rare Earths is on investors’ radar right now Arafura Rare Earths (ASX:ARU) is back in focus after securing an A$125 million investment from Hancock Prospecting and moving closer to a Final Investment Decision on its Nolans rare earths project. See our latest analysis for Arafura Rare Earths. The recent Hancock funding and progress toward a Final Investment Decision seem to have coincided with building momentum, with a 7 day share price return of 11.32% and a 30 day share price...