ASX:INR
ASX:INRMetals and Mining

ioneer (ASX:INR) Is Down 32.6% After A$72m Equity Raising For Rhyolite Ridge Development – What's Changed

Ioneer Ltd recently completed a follow-on equity offering, raising A$72 million through the issue of 400,000,000 new ordinary shares at A$0.18 each, following a trading halt linked to this material capital raising. The placement, largely taken up by institutional and sophisticated investors, is intended to advance early construction and development activities at Ioneer’s Rhyolite Ridge lithium-boron project in the United States. Next, we’ll examine how this sizeable equity raising to...
ASX:ALX
ASX:ALXInfrastructure

What Atlas Arteria (ASX:ALX)'s Q4 Toll Revenue Growth Means For Shareholders

Atlas Arteria recently reported that Q4 and full-year 2025 proportionate toll revenues rose around 9.5%, supported by toll increases, steady traffic and favourable currency movements across its European and US toll road portfolio. The strongest contributions came from French assets such as the A79 and ADELAC and US roads including Dulles Greenway and Chicago Skyway, where higher usage and improving cross-border activity highlighted the resilience of the network. With this revenue growth...
ASX:SMR
ASX:SMRMetals and Mining

How Record Output, Lower Debt And Bigger Dividend At Stanmore Resources (ASX:SMR) Has Changed Its Investment Story

Stanmore Resources reported a record-breaking December 2025 quarter, lifting full-year saleable production to 14 million tonnes while recovering from earlier severe weather disruptions and cutting net debt. The miner also maintained strong liquidity and announced a final dividend that topped many analyst expectations, underscoring its focus on balance sheet strength and shareholder returns. We’ll now examine how this combination of record production and debt reduction shapes Stanmore’s...
ASX:BVS
ASX:BVSSoftware

Exploring 3 Undervalued Asian Small Caps With Recent Insider Actions

As Asian markets navigate a complex landscape of fluctuating economic indicators and geopolitical tensions, small-cap stocks have shown mixed performance, echoing trends seen in other global indices where larger caps have outpaced their smaller counterparts. In this environment, identifying promising small-cap opportunities often involves looking for companies with solid fundamentals and recent insider actions that might signal confidence from those closest to the business.
ASX:AMP
ASX:AMPDiversified Financial

How Investors May Respond To AMP (ASX:AMP) Promoting Blair Vernon To CEO For Strategic Continuity

AMP Limited has appointed Blair Vernon as its new Group Chief Executive Officer, succeeding retiring CEO Alexis George, with the transition set for March 30, 2026 after a comprehensive internal and external search. Vernon’s elevation from Chief Financial Officer, following prior roles leading AMP’s transformation, divestments and New Zealand operations, signals an emphasis on continuity in reshaping the business. Next, we will examine how this internal CEO appointment, and Vernon’s...
ASX:DDR
ASX:DDRElectronic

ASX Dividend Stocks To Consider In February 2026

As the Australian market shows signs of recovery from recent volatility, with the ASX 200 futures indicating a positive start to the trading day, investors are keeping a close eye on upcoming economic events such as the RBA meeting. In this environment, dividend stocks can be an attractive choice for those seeking steady income and potential resilience amidst fluctuating market conditions.
ASX:C79
ASX:C79Professional Services

3 ASX Growth Stocks With Insider Ownership Growing Earnings Up To 65%

As the Australian market shows signs of resilience following a recent sell-off, investors are keeping a close eye on potential opportunities amid a generally positive outlook. In such an environment, growth companies with high insider ownership can be particularly appealing, as they often indicate strong confidence from those who know the business best and may offer promising earnings potential.
ASX:LNW
ASX:LNWHospitality

3 ASX Stocks Estimated To Be 13.2% To 25.1% Below Their Intrinsic Value

As the Australian market shows signs of resilience, with the ASX 200 futures indicating a potential recovery from recent sell-offs, investors are keenly observing opportunities that may arise amidst global economic uncertainties. In such a climate, identifying undervalued stocks can be particularly appealing, as these assets offer potential for growth when trading below their intrinsic value.
ASX:BKI
ASX:BKICapital Markets

Three Undiscovered Gems In Australia With Promising Potential

As the Australian market shows signs of resilience, with the ASX 200 futures indicating a potential recovery from recent sell-offs, investors are keeping a close eye on small-cap opportunities amidst broader market stability. In this environment, identifying promising stocks involves looking for companies with strong fundamentals and growth potential that can thrive even when macroeconomic factors fluctuate.
ASX:FHE
ASX:FHERenewable Energy

3 ASX Penny Stocks With Market Caps Under A$600M To Consider

As the Australian market shows signs of recovery, with the ASX 200 futures indicating a potential uptick, investors are keeping a close eye on various opportunities. Penny stocks, often associated with smaller or newer companies, remain an intriguing area for those looking to diversify their portfolios beyond well-known names. Despite being considered somewhat outdated as a term, penny stocks continue to offer potential growth opportunities when backed by strong financial health.
ASX:SFR
ASX:SFRMetals and Mining

Sandfire Resources (ASX:SFR) Valuation Check As Half Year Results And Copper Volatility Drive Share Momentum

Sandfire Resources (ASX:SFR) is back in the spotlight after its shares swung sharply following a fresh 52 week high, with traders now zeroing in on the February 19 half year results and management call. See our latest analysis for Sandfire Resources. The pullback to A$19.85 after a fresh 52 week high comes against a strong backdrop, with a 30 day share price return of 10.77% and a 1 year total shareholder return of 98.30%. This suggests momentum has been building ahead of the February 19...
ASX:APX
ASX:APXIT

Assessing Appen’s Valuation After December Quarter Results And Generative AI Contract Momentum

Why Appen’s latest quarter has grabbed the market’s attention Appen (ASX:APX) has moved firmly back onto investor watchlists after its December quarter update, where a 10% year on year revenue lift and a sizeable underlying EBITDA jump coincided with strong share price interest. The company pointed to demand from generative AI related projects and a bigger contribution from its China operations as key drivers. Management commentary focused on momentum heading into FY26 and the scale of a...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Is Down 6.3% After Hotter Inflation Revives Rate-Hike Fears - What's Changed

Recently, WiseTech Global faced selling pressure as investors reacted to fresh inflation data and rising expectations of interest rate hikes ahead of its late-February half-year results and the Reserve Bank of Australia's policy decision. The episode underscores how shifts in macroeconomic signals, particularly inflation and rate expectations, can quickly reshape sentiment toward growth-oriented software companies like WiseTech. Next, we will examine how this inflation-driven reassessment of...
ASX:FFM
ASX:FFMMetals and Mining

A Look At FireFly Metals (ASX:FFM) Valuation After Green Bay Resource Upgrade And Equity Raising

FireFly Metals (ASX:FFM) has drawn fresh investor focus after reporting a 51% uplift to the Mineral Resource Estimate at its Green Bay copper gold project, alongside an equity raising of about A$149 million. See our latest analysis for FireFly Metals. At around A$2.10, FireFly Metals has given investors a very strong 1 year total shareholder return of about 127%, alongside a 90 day share price return of roughly 10%. This points to momentum building as the Green Bay upgrade and equity raising...
ASX:A4N
ASX:A4NChemicals

A Look At Alpha HPA’s Valuation After Government Backed A$225 Million Equity Raise

Why Alpha HPA’s fresh equity raise matters now Alpha HPA (ASX:A4N) has just completed a A$225 million equity raise at A$0.75 per share, anchored by government backed funding, to progress construction and commercialisation of its HPA First Project in Queensland. See our latest analysis for Alpha HPA. The discounted placement has coincided with a sharp 1 day share price return of negative 13.61%, taking the share price to A$0.73. The 1 year total shareholder return of negative 24.35% contrasts...
ASX:CIA
ASX:CIAMetals and Mining

Champion Iron (ASX:CIA) Is Down 5.0% After Strong Q3 Results And Rana Gruber Deal Progress - Has The Bull Case Changed?

Champion Iron Limited reported past third-quarter and nine-month results to 31 December 2025, with quarterly sales rising to C$472.31 million and net income increasing to C$64.97 million, alongside steady production growth and lower unit costs at Bloom Lake. Beyond the headline numbers, Champion Iron advanced its direct reduction pellet feed project toward first production and fully financed its proposed Rana Gruber acquisition, aiming to expand higher-grade offerings and strengthen access...
ASX:LOT
ASX:LOTOil and Gas

Is Lotus Resources (ASX:LOT) Using Uncontracted Uranium Volumes To Quietly Redefine Its Growth Strategy?

Lotus Resources recently reported ongoing operational progress at its Kayelekera uranium mine, which it expects to ramp to steady-state production with first product shipment targeted by mid-2026, while managing sulphuric acid supply constraints. The company is also preserving uncontracted uranium volumes for potential price upside, advancing optimization work at its Letlhakane project and reviewing financing options, which together shape how it approaches future growth opportunities. Next,...
ASX:RRL
ASX:RRLMetals and Mining

Assessing Regis Resources (ASX:RRL) Valuation After A Record Quarter Of Cash Generation

Regis Resources (ASX:RRL) is back on the radar after reporting a record quarter of cash generation, supported by robust gold production and higher sales at its Duketon and Tropicana operations amid firm spot gold prices. See our latest analysis for Regis Resources. The record cash quarter comes after a strong run, with Regis Resources posting a 25.16% 3 month share price return and a very large 3 year total shareholder return. However, the 1 day and 7 day share price moves were negative,...
ASX:DYL
ASX:DYLOil and Gas

Are Deep Yellow’s (ASX:DYL) On‑Schedule Uranium Projects Quietly Redefining Its Nuclear Supply Chain Role?

Deep Yellow recently reported that operational readiness planning for its Tumas uranium project in Namibia remains on schedule, with first production targeted for the third quarter of 2027. The company also highlighted encouraging metallurgical results from its Mulga Rock Project, which could support a broader project scope and strengthen its position within the growing nuclear energy supply chain. Next, we’ll examine how on-schedule progress at Tumas shapes Deep Yellow’s investment...
ASX:STO
ASX:STOOil and Gas

Assessing Santos (ASX:STO) Valuation After Barossa Project Delivers First LNG Cargo

Why Santos’ first Barossa LNG cargo matters now Santos (ASX:STO) has shipped its first liquefied natural gas cargo from the Barossa project, after years of investment and delays, with the project reported as completed roughly six months late and on budget. See our latest analysis for Santos. The Barossa milestone lands at a time when momentum in Santos’ shares has been picking up, with a 1 month share price return of 13.61% and a year to date share price return of 13.98%. The 5 year total...
ASX:SNL
ASX:SNLRetail Distributors

Assessing Supply Network’s Valuation After A New Fully Franked Interim Dividend Announcement

Dividend announcement and what it means for investors Supply Network (ASX:SNL) has declared a fully franked interim dividend of A$0.36 per share for the six months to 31 December 2025, with key dates in March and payment on 2 April 2026. See our latest analysis for Supply Network. The new dividend comes as Supply Network’s share price sits at A$36.96, following a 30 day share price return of 13.86% and a year to date share price return of 15.10%, while the 5 year total shareholder return is...
ASX:MI6
ASX:MI6Metals and Mining

A Look At Minerals 260 (ASX:MI6) Valuation After Bullabulling Gold Resource Upgrade And Pre‑Feasibility Progress

Minerals 260 (ASX:MI6) is attracting fresh attention after reporting a substantial increase in the Bullabulling gold resource to 4.5 million ounces, supported by extensive drilling, strong cash reserves and a pre-feasibility study targeted for 2026. See our latest analysis for Minerals 260. The recent resource upgrade comes as Minerals 260’s 90 day share price return sits at 48.33%, while its 3 year total shareholder return of 34.85% points to a mixed but improving momentum picture. If this...