Australian Infrastructure Stock News

Metals X (ASX:MLX) has been active on the deal front, lifting its exposure to tin through a 16.4% stake in Stellar Resources and fully backing Tanami Gold’s A$70.5 million capital raising. See our latest analysis for Metals X. These moves come as momentum in the stock has been strong, with a 90 day share price return of 35.9% and a year to date share price return of 43.2%, while the 1 year total shareholder return of around 3x and 5 year total shareholder return of just over 7x point to a...

Lindian Resources recently confirmed that construction at its Kangankunde Rare Earths Project in Malawi is progressing across all major work fronts, with practical completion targeted for mid-November 2026 and first production planned for the fourth quarter of 2026. The company also reported it is fully funded through at least first production via a US$100 million institutional placement, allowing development to proceed without external debt as the first ore delivery to the run-of-mine pad...

In early May 2026, Smartgroup Corporation presented at the Macquarie Australia Conference in Sydney, outlining record first‑quarter growth underpinned by stronger novated leasing demand and new client wins. The company also highlighted rising revenue, increased novated leasing settlements, and momentum in its fleet business, supported by ongoing digital investment and growing electric vehicle uptake, which together point to a business model increasingly leveraged to technology-enabled salary...

In April 2026, South32 Limited updated investors on the Taylor zinc‑lead‑silver project at its Hermosa development in Arizona, outlining a longer mine life, higher reserves and resources, revised first-production timing, and an increase in expected growth capital expenditure to about US$3.30 billion. The update also highlighted an integrated development approach with the adjacent Clark and Peake deposits, including added decline access that could lift ore handling capacity by about 25% and...

SKS Technologies Group recently secured a A$22,000,000 contract to deliver integrated electrical and smart-building systems for a major retailer’s new Melbourne Docklands headquarters, lifting its total work on hand to A$355,000,000 with projects extending into the second half of FY27. The company also expanded its bank guarantee and finance facilities to A$52,000,000, supporting larger long-dated projects and reinforcing its push to diversify beyond data centres into broader smart-building...

Austal (ASX:ASB) has secured a A$136 million contract to build two additional Evolved Cape class patrol boats for the Australian Border Force, extending its already large and long term defence order book. See our latest analysis for Austal. The contract win comes after a period where the stock has lost momentum. It has a 30 day share price return of 13.18% and a year to date share price return of 38.79%, while the 3 year total shareholder return of 151.06% and 5 year total shareholder return...

Meeka Metals Limited recently appointed veteran mining engineer and public company director Dan Lougher as a Non-Executive Director, adding more than 40 years of global resources experience to its board. Lougher’s track record leading ASX-listed producers and guiding a A$1.30 billions sector acquisition introduces board-level expertise in mine development, optimisation, and corporate growth transactions. We’ll now look at how Lougher’s extensive operational and corporate background could...

Mineral Resources has scheduled its Q3 2026 earnings call for April 30, 2026, a key forum for updating investors on recent operational and financial performance. With interest building ahead of the call, investors appear focused on how management’s commentary may refine expectations for growth projects, capital discipline, and balance sheet progress. With anticipation mounting around management’s Q3 2026 earnings call commentary, we’ll examine how this event may influence Mineral Resources’...

In recent days, broker Bell Potter upgraded Technology One after highlighting a new enterprise software contract with James Cook University and stronger annual recurring revenue expectations. This broker endorsement underscores how Technology One’s contract momentum and recurring revenue focus are shaping market views of its long-term software franchise. We’ll now explore how Bell Potter’s upgrade, driven by the James Cook University contract and higher recurring revenue forecasts,...

Penny stocks usually live or die on one simple factor: access to cash. With central banks sounding more hawkish, bond markets reacting to geopolitics, and inflation signals staying uneven across regions, weaker balance sheets can quickly become a problem. That is exactly why this Elite Penny Stocks screener focuses on companies that appear better funded, so they have a clearer shot at pursuing their targets even as rates, energy prices, and global demand shift. In this article, you will see 3...

If you are wondering whether BHP Group at around A$57.95 offers good value or if the easy gains are already behind it, this article walks through what the current price actually reflects. The stock has delivered returns of 5.5% over the last 7 days, 6.3% over the last 30 days, 26.6% year to date, 60.8% over 1 year, 53.6% over 3 years and 84.9% over 5 years. It is therefore understandable if you are asking what is now priced in. Recent coverage has focused on BHP Group as a large, diversified...

In the first quarter of 2026, Light & Wonder reported revenue of US$790 million, up from US$774 million a year earlier, while net income fell to US$52 million and diluted earnings per share from continuing operations slipped to US$0.66 from US$0.94. Despite modest revenue growth, the company missed consensus expectations on both earnings and sales, extending a pattern of revenue shortfalls and raising questions about the sustainability of its earnings profile. We’ll now examine how this...

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...

Articore Group Limited ( ASX:ATG ), is not the largest company out there, but it saw a double-digit share price rise of...

Regis Resources (ASX:RRL) and Vault Minerals have agreed to an all-share merger to form what is described as Australia’s third-largest gold producer. The combination is framed as a transformative deal for both companies, reshaping scale, production profile, and project pipeline. The transaction is expected to influence competitive positioning within the Australian gold mining sector once completed. Regis Resources operates in the gold mining sector, an area where company scale, mine life,...

Wondering if Regis Resources at A$6.85 is still offering value after a strong run, or if most of the opportunity is already priced in. The stock has recent returns of a 3.0% decline over 7 days, a 7.1% decline over 30 days and a 10.2% decline year to date, set against a 45.3% return over 1 year and a very large gain over 3 years of around 3x, plus a 180.4% return over 5 years. Recent coverage has focused on Regis Resources as investors reassess gold producers in light of shifting sentiment...

Centaurus Metals Limited recently disclosed that shareholder activist Stephen Mayne has nominated himself for election to the board, a move the existing directors have urged investors to vote against at the 28 May 2026 annual general meeting. The company is also set to present at the Precious Metals & Critical Minerals Virtual Investor Conference on 7 May 2026, bringing governance tensions and future direction into sharper focus for investors. With the activist board nomination in play,...

AGL Energy recently raised the lower end of its FY26 profit guidance, citing stronger power plant availability, stable fuel supplies and earnings contributions from new battery projects such as the Liddell and Tomago battery energy storage systems. The company also accelerated plans for about A$2.00 billion of batteries and flexible generation, while highlighting rising electricity demand from AI data centres and electrification as a key opportunity for its evolving portfolio. Next, we’ll...

At the recent Macquarie Investor Conference, Sims reiterated its plan to create value through decarbonisation and circularity, underscoring its ESG alignment and role in resource-efficient economies. This renewed emphasis positions Sims as a potential enabler for lower-carbon industrial supply chains, which may matter for investors focused on sustainability themes. We’ll now examine how Sims’ decarbonisation and circularity focus at the Macquarie conference may influence its existing...

Perseus Mining Limited recently completed the first underground production blast at its CMA Underground project at the Yaouré Gold Mine in Côte d’Ivoire, marking the start of mechanised underground ore production in both the country and the company’s history. This milestone, underpinned by JORC-compliant Ore Reserves and supported by continued investment in local skills, signals a meaningful step toward broader mining capability in Côte d’Ivoire and Perseus’s evolving operating model. Next,...

Super Retail Group (ASX:SUL) is drawing fresh attention after trading updates pointed to modest sales growth alongside margin compression and higher operating costs, as inflation, rising interest rates and fuel prices weigh on consumer spending. See our latest analysis for Super Retail Group. The share price reaction has been sharp, with a 1 month share price return of an 11.85% decline and a 90 day share price return of a 19.83% decline. The 1 year total shareholder return of a 13.15%...

Why the Kayelekera update matters for Lotus Resources Recent updates on infrastructure readiness and compliance at Lotus Resources (ASX:LOT) Kayelekera uranium project, alongside its upcoming Q3 2026 earnings call on May 1, put fresh attention on the stock and its role in the nuclear fuel supply chain. See our latest analysis for Lotus Resources. Despite the Kayelekera progress update and the upcoming earnings call, Lotus Resources' share price has come under pressure, with a 30 day share...

Recent interest in Aristocrat Leisure (ASX:ALL) centres on its digital gaming operations and expanding international footprint, as investors reassess the stock after a period of pressure across ASX gaming companies. See our latest analysis for Aristocrat Leisure. The recent focus on digital gaming comes as Aristocrat Leisure trades at A$46.83, with a 1-year total shareholder return decline of 28.7% contrasting with positive 3 and 5-year total shareholder returns of 26.72% and 35.12%. This...

Ansell Limited has updated investors on its on-market share buy-back, confirming that nearly 2.9 million shares have been repurchased since the program began in December 2025. This ongoing reduction in the share count highlights how Ansell is actively using its balance sheet to support capital returns and potential earnings-per-share accretion. We’ll now explore how Ansell’s continued on-market buy-back activity shapes its investment narrative and outlook for capital allocation...