ASX:PDN
ASX:PDNOil and Gas

Paladin Energy (ASX:PDN) Is Up 19.8% After Upgraded Langer Heinrich Uranium Output Outlook - What's Changed

In January 2026, Paladin Energy reported a strong December-quarter update, with uranium production at its Langer Heinrich mine rising around mid-teens quarter on quarter and full-year FY26 output tracking toward the upper end of its 4.0–4.4 million pound guidance range. The company also underscored long-term resilience by confirming contracts for about 23 million pounds of uranium through 2030, including a life-of-mine sales agreement with China’s CNNC, supported by a solid cash position and...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation Check As Record Shipments Meet Rising Costs And New Growth Plans

Fortescue (ASX:FMG) is back in focus after reporting record first half FY26 iron ore shipments of 100.2 million tonnes. However, sharply higher unit costs and issues at Iron Bridge have weighed on sentiment. See our latest analysis for Fortescue. At a share price of A$21.51, Fortescue has seen a 4.82% 90 day share price return but a weaker recent patch, with a 7 day share price return decline of 5.74% and a 1 year total shareholder return of 21.40%, suggesting momentum has cooled even as long...
ASX:PME
ASX:PMEHealthcare Services

A Look At Pro Medicus’s Valuation As US Hospital Contracts And AI Imaging Draw Attention

Why Pro Medicus is back in focus Recent media coverage around Pro Medicus (ASX:PME) has zeroed in on its premium radiology imaging software, long term US hospital contracts, and use of AI, while investor attention is also focused on its premium pricing. See our latest analysis for Pro Medicus. Despite the recent excitement around its US contracts and AI capabilities, Pro Medicus has been in a technical downtrend, with a 30 day share price return of a 19.83% decline and a 1 year total...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR) Valuation Check After Lady Shenton Mining Approval And Development Progress

Brightstar Resources (ASX:BTR) is in focus after securing regulatory approval to commence mining at the Lady Shenton gold project, along with progress on site preparation, debt financing, and an upcoming investment decision for its Western Australian hubs. See our latest analysis for Brightstar Resources. That regulatory approval and the steps toward a final investment decision appear to sit alongside firm short term momentum, with a 7 day share price return of 17.65% and 90 day share price...
ASX:AIS
ASX:AISMetals and Mining

Is Surging Pre‑Market Trading Before Tritton and Cracow Updates Altering The Investment Case For Aeris Resources (ASX:AIS)?

Aeris Resources recently saw exceptionally heavy pre-market trading in AIS.AX around A$0.62, with very large volumes signaling heightened investor interest ahead of its 26 February 2026 earnings release. Much of the focus now centres on upcoming operational updates from the Tritton and Cracow mines, as well as how shifting commodity prices may affect Aeris’s near-term outlook. With recent trading volumes surging, we’ll explore how anticipation around Tritton and Cracow updates could shape...
ASX:TNE
ASX:TNESoftware

Did TechnologyOne’s UK Push and A$1 Billion ARR Goal Just Shift Technology One's (ASX:TNE) Investment Narrative?

Earlier in January 2026, TechnologyOne Ltd issued 172,504 new fully paid ordinary shares following the exercise or conversion of unquoted options and other convertible securities, modestly increasing its share capital through long-term incentive arrangements. At the same time, the company outlined an ambition to nearly double annualised recurring revenue to A$1 billion by the end of the decade, underpinned by strong net revenue retention and new UK public-sector customers, including two...
ASX:PNR
ASX:PNRMetals and Mining

Pantoro Gold (ASX:PNR) Valuation Check As Norseman Special Investor Call Approaches

Pantoro Gold (ASX:PNR) has scheduled a special call to update investors on operations at its Norseman Gold Project, following the company’s December 2025 Quarterly Activities Report and recent share price moves. See our latest analysis for Pantoro Gold. The recent special call around Norseman comes after a period where momentum has been building, with a 1 day share price return of 4.85%, a 30 day share price return of 5.68% and a 1 year total shareholder return of 202.52%. If this kind of...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After Profit Downgrade And Margin Pressure

ARB (ASX:ARB) has come under pressure after a trading update flagged softer earnings, with first half unaudited revenue of A$358.0 million, a 1.0% decline, and an expected 16.3% reduction in underlying profit before tax. See our latest analysis for ARB. The trading update has been followed by sharp share price moves, with a 1 day share price return of 3.32% and a 7 day share price return of 18.56% compounding a 90 day share price return of 28.06%. The 1 year total shareholder return of 31.31%...
ASX:WOR
ASX:WORConstruction

How Worley’s Westport Advisory Role At Worley (ASX:WOR) Has Changed Its Investment Story

The Government of Western Australia has appointed Worley as Marine and Port Infrastructure Technical Advisor for the Westport Program, supporting concept design and technical services for a new sustainable container port in Kwinana. This advisory role highlights Worley’s involvement in large-scale infrastructure that aims to cut emissions, reduce road congestion and integrate more rail-based container movements. Next, we’ll examine how Worley’s role in shaping low-emission port...
ASX:VAU
ASX:VAUMetals and Mining

A Look At Vault Minerals (ASX:VAU) Valuation After A Strong Quarterly Update And Production Outlook

Vault Minerals (ASX:VAU) has drawn fresh attention after its December 2025 quarter update, reporting 76,520 ounces of gold production, A$12 million in free cash flow and reaffirmed FY26 output guidance. See our latest analysis for Vault Minerals. At a share price of A$5.85, Vault Minerals has seen a 25.87% 90 day share price return and a 1 year total shareholder return of 146.58%. This suggests momentum has been building around the recent quarterly update and ongoing project work, while...