ASX:JDO
ASX:JDOBanks

ASX Penny Stocks To Watch In January 2026

As the Australian market navigates a week marked by geopolitical tensions and mixed economic data, investor sentiment remains cautious. Despite this hesitancy, there is still interest in exploring opportunities within the realm of penny stocks, which often represent smaller or newer companies with potential for growth. While the term "penny stocks" may seem outdated, these investments can offer a unique blend of affordability and potential when supported by strong financials.
ASX:GDG
ASX:GDGInsurance

Assessing Generation Development Group’s Valuation After 36% Funds Under Management Growth

Generation Development Group (ASX:GDG) reported a 36% year on year rise in group funds under management to A$34.5b, supported by record inflows at Generation Life and strong net inflows at Evidentia. See our latest analysis for Generation Development Group. Despite the strong funds under management update, the share price has been under pressure, with a 7 day share price return of 11.25% and a 90 day share price return of 24.49%. However, the 1 year total shareholder return of 29.97% and very...
ASX:EMR
ASX:EMRMetals and Mining

Is Emerald Resources (ASX:EMR) Quietly Rewriting Its Risk Profile With Okvau Progress And Shifting Holders?

Emerald Resources recently released its Q4 operational update on the Okvau Gold project in Cambodia, while State Street Corporation disclosed it has fallen below the substantial shareholder threshold in the company as of 21 January 2026. This combination of fresh production disclosures and a shift in the institutional register offers investors a clearer view of both project execution and evolving shareholder influence. We’ll now explore how Emerald Resources’ latest Okvau operational update...
ASX:NMG
ASX:NMGMetals and Mining

Assessing New Murchison Gold’s Valuation After First Full Quarter Of Production And Rising Market Momentum

New Murchison Gold (ASX:NMG) is back on watch after reporting its first full quarter of production from the Crown Prince Gold Mine, delivering 22,766 ounces and closing the December 2025 quarter with A$92 million in cash. See our latest analysis for New Murchison Gold. The strong first production quarter comes on top of a sharp shift in market sentiment, with the share price at A$0.073 after a 48.98% 30 day share price return and a very large 1 year total shareholder return. This suggests...
ASX:BML
ASX:BMLMetals and Mining

What Boab Metals (ASX:BML)'s Shareholder Approval of New Equity Issuance Means For Shareholders

Boab Metals Limited has confirmed that all resolutions put to its 23 January 2026 General Meeting in Perth were passed on a poll, including ratification of Tranche 1 shares and approval of Tranche 2 share issuance under ASX Listing Rules 7.1 and 7.1A. This broad shareholder backing effectively locks in Boab Metals’ planned equity funding pathway and preserves its placement capacity, strengthening the company’s financial flexibility. We’ll now examine how this shareholder endorsement of new...
ASX:SBM
ASX:SBMMetals and Mining

St Barbara (ASX:SBM) Valuation Check After Nova Scotia Processing Hub Pre Feasibility Study Completion

St Barbara (ASX:SBM) is back in focus after completing a Pre Feasibility Study for its 15 Mile Processing Hub Project in Nova Scotia, outlining a long life and capital efficient gold operation. See our latest analysis for St Barbara. The 1 day share price return of 8.45% and 7 day share price return of 38.74% suggest interest has picked up quickly around the A$0.77 level. At the same time, the 1 year total shareholder return of 208% and 3 year total shareholder return of 140.68% point to...
ASX:WBT
ASX:WBTSemiconductor

Weebit Nano (ASX:WBT) Is Up 22.2% After DB HiTek ReRAM Qualification And Tier‑1 Deals - Has The Bull Case Changed?

In recent months, Weebit Nano announced licensing agreements for its ReRAM technology with Tier-1 semiconductor companies onsemi and Texas Instruments, while also achieving technology qualification at South Korean foundry DB HiTek to enable scalable manufacturing. These milestones collectively highlight growing industry validation of Weebit Nano’s ReRAM as a commercially viable memory solution rather than just a lab‑scale innovation. We’ll now explore how the DB HiTek qualification, in...
ASX:WOW
ASX:WOWConsumer Retailing

Could NZ Grocery Code Scrutiny Subtly Reshape Woolworths Group’s (ASX:WOW) Supplier Power Balance?

Earlier this week, New Zealand’s Commerce Commission warned Woolworths Group that its product delisting and range review processes risked breaching the Grocery Supply Code, prompting the retailer to update procedures and cooperate with the regulator. This intervention shines a light on how regulatory expectations in New Zealand could shape Woolworths’ supplier relationships and operational practices across its supermarket network. We’ll now examine how this regulatory scrutiny over delisting...
ASX:S32
ASX:S32Metals and Mining

Does South32 (ASX:S32) Manganese Rebound Offset Risks From Its Mozal Energy Standoff?

South32 recently reported a quicker-than-expected recovery at its Australian manganese operations after cyclone damage, while also confirming a temporary shutdown of the Mozal aluminium smelter in Mozambique following unsuccessful power price negotiations and associated one-off costs. This combination of stronger manganese output and the upcoming smelter closure has sharpened investor focus on how South32 balances operational resilience with cost and energy-related risks across its global...
ASX:QOR
ASX:QORSoftware

Qoria’s Valuation After Quarterly Update And Sharp Share Price Reset

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Valuation Check As ARR Growth Plans And New UK Wins Support Long Term Outlook

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...
ASX:NVX
ASX:NVXElectronic

A Look At Novonix's Valuation After Lost Stellantis Deal And Delayed Panasonic Production Timeline

NOVONIX (ASX:NVX) is back in focus after losing a large supply agreement with Stellantis and delaying the expected start of mass production for Panasonic-linked anode material until the second half of 2027. See our latest analysis for NOVONIX. The setbacks with Stellantis and the delayed Panasonic ramp up come against a backdrop of weaker trading momentum, with a 90 day share price return of 40.29% decline and a 1 year total shareholder return of 27.83% loss. The 5 year total shareholder...
ASX:DTR
ASX:DTRMetals and Mining

Why Dateline Resources (ASX:DTR) Is Up 12.0% After Insider-Backed A$35m Colosseum Project Raise

Dateline Resources Limited recently completed a A$35.03 million follow-on equity offering of 113,000,000 ordinary shares at A$0.31 each, alongside the quotation of additional shares issued from exercised options. The raise, which included meaningful participation from senior management and directors, positions the company to accelerate work on its Colosseum gold project, including advancing feasibility studies, exploration, and ordering long-lead items for a potential mine restart and U.S...
ASX:GMD
ASX:GMDMetals and Mining

Is Genesis Minerals (ASX:GMD) Leveraging ASX 200 Inclusion To Redefine Its Investor Engagement Strategy?

Genesis Minerals has flagged the upcoming release of its December 2025 quarterly report on 29 January 2026, accompanied by a same-day investor teleconference and live audio stream to update the market on operations and financials. Combined with Genesis Minerals’ recent inclusion in the ASX 200 index, these disclosures highlight the company’s growing visibility and emphasis on direct investor engagement. With these developments in focus, we’ll now examine how ASX 200 index inclusion may...
ASX:AFI
ASX:AFICapital Markets

Did AFIC's Bigger Buyback and Higher Dividend Just Redefine Australian Foundation Investment's (ASX:AFI) Capital Priorities?

Australian Foundation Investment Company Limited has reported half-year 2025 results, with revenue of A$171.76 million and net income of A$146.89 million, alongside authorising a share buyback of up to 111,898,784 shares and declaring an ordinary dividend of A$0.145 per share payable in February 2026. By pairing a large capital management initiative with a higher interim dividend after slightly lower earnings, the company is emphasising shareholder returns despite a modest year-on-year...
ASX:APA
ASX:APAGas Utilities

Is APA Group’s Hydrogen and Renewable Gas Push Altering The Investment Case For APA Group (ASX:APA)?

In recent months, APA Group has advanced capital expenditure on gas transmission upgrades and integration of acquired assets, reinforcing its position in regulated gas infrastructure with inflation-linked tariffs and stable cash flows. At the same time, the company’s progress on hydrogen and renewable gas initiatives has drawn attention to its role in enabling the energy transition while leveraging its existing pipeline network. We’ll now examine how APA Group’s push into hydrogen and...
ASX:NWL
ASX:NWLCapital Markets

How Investors Are Reacting To Netwealth Group (ASX:NWL) After Jefferies’ Upgrade On Client Momentum

Jefferies recently upgraded Netwealth Group to a Buy rating, citing the platform provider’s continued success in winning new business despite the fallout from the First Guardian compensation issue. The decision highlights how Netwealth’s ability to maintain strong client acquisition momentum is influencing broader analyst sentiment toward the company’s long-term growth prospects. We’ll now examine how this renewed analyst confidence in Netwealth’s client acquisition momentum shapes the...
ASX:KCN
ASX:KCNMetals and Mining

A Look At Kingsgate Consolidated’s Valuation After Consistent Chatree Production Results

Operating update and why it matters for Kingsgate Consolidated shares Kingsgate Consolidated (ASX:KCN) has drawn fresh attention after releasing December 2025 quarter and first half fiscal 2026 production results, with the Chatree mine again delivering more than 20,000 ounces of gold. See our latest analysis for Kingsgate Consolidated. The production update comes after a strong run in Kingsgate Consolidated’s shares. The latest A$6.83 price follows a 30 day share price return of 21.53% and a...