Australian Infrastructure Stock News

Global regulators are tightening the rules around technology, yet demand for artificial intelligence tools like ChatGPT, large language models and high powered chips keeps growing. That mix of scrutiny and real world use keeps Australian AI focused businesses firmly on investor watchlists. This piece walks through three stocks from a targeted AI screener to help you spot where the most direct exposure to this trend might sit in your portfolio. The stocks covered below are just a starter pack,...

Elevra Lithium (ASX:ELV) moved back into focus after releasing a new pre feasibility study outlining a fully funded C$366 million expansion of its North American Lithium operation in Quebec. Despite the expansion study and the recent confirmation of production and sales guidance for fiscal 2027, Elevra Lithium’s 7 day share price return is down 9.88% and the 90 day share price return is down 25.91%, while the 1 year total shareholder return is 134.85%. This suggests strong earlier momentum...

Forrestania Resources Limited ( ASX:FRS ) shareholders (or potential shareholders) will be happy to see that the...

We feel now is a pretty good time to analyse Image Resources NL's ( ASX:IMA ) business as it appears the company may be...

FireFly Metals released a PEA and updated Mineral Resource Estimate for the Green Bay Ming Mine Copper Gold Project, outlining 1.8 Mtpa and 4.6 Mtpa development cases with detailed production, cost and permitting information. The study highlights a large high grade core at Ming, ongoing drilling with multiple rigs, and full permitting for select early works. Together, these factors clarify FireFly Metals' long term production and capital planning options. With the PEA setting out high grade...

Even if it's not a huge purchase, we think it was good to see that Simon Henry, the Founder of DGL Group Limited...

Despite a 10.0% gain in CuFe Ltd's ( ASX:CUF ) stock price this week, shareholders shouldn't let up. In spite of the...

Catalyst Metals earnings event and why it matters now Catalyst Metals (ASX:CYL) just released full year results, with sales of A$631.94 million and net income of A$171.12 million for the year to June 30, 2026. Basic earnings per share from continuing operations came in at A$0.6625, while diluted EPS from continuing operations was A$0.6437. These figures help frame how the market now weighs the current A$6.70 share price. Catalyst Metals has seen a 1-day share price return of 1.52% and a...

Magellan Financial Group reported full year 2026 results with revenue of A$195.56 million and net income of A$87.92 million, and declared a A$0.255 cash dividend for the six months to June 30, with an ex dividend date that occurred on 1 September 2026. The combination of lower revenue and earnings, together with a fresh A$0.255 half year dividend, highlights management’s current capital return priorities relative to recent operating pressure. The focus now turns to how Magellan Financial...

When the UK government has to pay its highest borrowing cost since 1998 to issue long dated gilts, investors start paying closer attention to who is steering each listed business. Higher funding costs can punish companies with short term thinking. Founder led Australian stocks often come with leaders whose reputations and wealth ride on long term outcomes. This article highlights three such opportunities from the founder focused screener. The stocks covered below are only a small sample of...

Red Hill Minerals walked into this earnings release with the share price up only modestly in recent weeks, even after a 12 month gain that relied heavily on a sharp rebound in profit. The headline this time is not the iron ore story or top line growth. It is the squeeze in profitability, with the trailing net profit margin now at 63.6% compared with 76.9% a year ago, while the stock trades on a 15.1x P/E against an industry that sits lower. That tension between rich pricing and cooling...

Lynas Rare Earths reported full year 2026 results, with sales of A$977.95 million and net income of A$222.35 million from continuing operations. The wide gap between sales and earnings, reflected in basic EPS of A$0.2215, highlights how operating leverage currently shapes Lynas Rare Earths' profitability profile. With this sharp step up in full year earnings on the table, we will look at how it reframes the investment narrative for Lynas Rare Earths. Scan how Lynas Rare Earths’ earnings...

Worley announced it has won BHP Group contracts to conduct study work and provide engineering, procurement and construction management services for potential copper expansions at Olympic Dam and Carrapateena in South Australia, which remain subject to a final investment decision by BHP. The contracts highlight BHP Group's continued focus on Copper SA projects, pointing to ongoing planning around long-life copper assets and future operating scale, even before any commitment to full project...

What Yancoal’s new coal sales framework means for investors Yancoal Australia (ASX:YAL) has renewed framework agreements to sell coal to Yankuang Energy Group and YIT for November and December 2026, setting upper limits on transaction values and clarifying how these dealings will be conducted. The arrangements outline ordinary course trading, arm’s length pricing and compliance with Hong Kong listing rules. This gives you clearer visibility on how related party and affiliate coal volumes...

Mineral Resources reported full year 2026 sales of A$6,461 million and net income of A$1,061 million, declared an annual dividend of A$0.83 per share, and confirmed that ASIC has closed its investigation without taking enforcement action. The move from a prior year net loss to positive earnings, alongside removal of regulatory uncertainty, may influence how Mineral Resources' underlying business quality and risk profile are viewed. With ASIC closing its investigation and profitability...

PYC Therapeutics reported full year results for the 12 months to 30 June 2026, with revenue of A$39.68 million, a net loss of A$43.34 million, and basic and diluted loss per share of A$0.0591. The biotech reduced its annual loss compared with the prior year while lifting revenue, indicating progress on scaling its platform despite ongoing costs. The next step is to examine how PYC Therapeutics' higher full year revenue and narrower loss influence the broader investment narrative. Scan the...

Oil prices are holding near US$100 as renewed conflict in the Middle East keeps supply risks front and centre, and that puts steady, well funded Australian companies in a different league. Higher input costs can squeeze fragile balance sheets. Strong cash reserves and sensible debt levels give resilient businesses more room to defend profits. This article walks through three stocks from our solid fundamentals pool that fit that description. The stocks covered next are a small sample of what a...

Lovisa Holdings dividend and earnings announcement Lovisa Holdings (ASX:LOV) has combined its latest full year earnings release with a higher ordinary final dividend, distributing 100% of full year earnings and lifting total dividends by 11.7%. The A$23.60 share price has recovered over the past three months with a 90 day share price return of 12.81%. However, the share price is still down 19.43% year to date and total shareholder return over one year has declined 41.81%, signalling fading...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

WiseTech Global recently reported full-year 2026 results, with sales rising to US$1,395.9 million, net income of US$178.7 million, a 14% higher fully franked final dividend of US$0.088 per share, and new fiscal 2027 revenue guidance of US$1.48 billion to US$1.54 billion, while also appointing Jeff Howard as incoming CFO and adding Tim Ebbeck to its board. These updates collectively reshape how investors might view WiseTech’s growth profile, capital allocation, and governance depth as it...

Why the Centenario deal is back in focus for Liontown stock The fresh farm in agreement for the Centenario lithium brine project in Argentina gives Liontown (ASX:LTR) a new growth option in South America alongside its established Australian hard rock operations. This section looks at what the Centenario structure means for Liontown’s capital commitments, potential ownership path and partnership with NEXT Lithium Corp, and how those elements might matter for investors tracking the stock. Over...

Dalrymple Bay Infrastructure recently reported past half-year results to 30 June 2026, with revenue of A$434.17 million and net income of A$49.21 million, and confirmed a quarterly cash dividend of A$0.0675 per stapled security payable on 17 September 2026. The combination of higher revenue and earnings compared with a year earlier, alongside a maintained cash distribution, highlights the asset’s income-focused profile and the importance of its contracted, regulated infrastructure...

Oil price volatility is keeping energy security on the agenda for policymakers and investors. Reliable baseload power is back in focus, and Australian nuclear related stocks linked to uranium and reactor supply chains are drawing fresh attention as part of that conversation. This article walks through three nuclear energy stocks from our screener so you can see how different business models offer exposure to this long term power theme. The three nuclear energy stocks below are just a starting...

Perseus Mining (ASX:PRU) has drawn fresh attention after reporting full year 2026 results alongside an updated capital return package. The company announced higher sales and net income, a larger on market buyback and a higher ordinary dividend. Over the past year Perseus Mining’s share price has gained momentum, with a 30 day share price return of 24.45% and a 90 day return of 35.13%. The 1 year total shareholder return of 62.58% and very large 5 year total shareholder return suggest recent...