ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Is Up 15.3% After Securing Canmax Offtake Deal – Has The Bull Case Changed?

Liontown Resources recently executed a binding offtake agreement with Canmax Technologies, under which it will supply 150,000 wet metric tonnes of spodumene concentrate annually during 2027 and 2028. This long-term supply commitment broadens Liontown’s customer base across geographies and the battery value chain, reinforcing its position in the global lithium materials market. We’ll now explore how this long-term Canmax offtake agreement may influence Liontown’s investment narrative,...
ASX:WIA
ASX:WIAMetals and Mining

3 ASX Penny Stocks With Market Caps Under A$2B

Australian shares are poised for a robust start, with a projected 0.75% increase following the Federal Reserve's decision to trim U.S. rates for the third consecutive time. In this context, penny stocks—despite their somewhat outdated moniker—remain an intriguing investment area due to their potential for significant returns when backed by solid financials. This article explores three ASX penny stocks that exhibit strong financial foundations and could offer investors hidden value and growth...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN): Assessing Valuation After Strong Uptrend and Rising Investor Attention

Mineral Resources (ASX:MIN) has just popped up in a fresh ASX uptrend roundup, with its share price strength and technical signals putting it in the same conversation as the larger mining names. See our latest analysis for Mineral Resources. That recent breakout to A$51.63 caps a powerful run, with the 30 day share price return of 16.6 percent and 90 day share price return of 43.8 percent signalling momentum is building, even though the 3 year total shareholder return is still negative. If...
ASX:QBE
ASX:QBEInsurance

How QBE’s Climate Strategy Revision and Board Shift At QBE Insurance Group (ASX:QBE) Has Changed Its Investment Story

QBE Insurance Group has recently tightened climate requirements for its oil and gas clients, advanced its net zero commitments, continued expanding leadership in its UK casualty business, issued and converted 3,845 new ordinary shares, and announced that Non-Executive Director Peter Wilson will leave the board at the end of 2025 to join a competitor. Together, these moves highlight QBE’s push to sharpen climate risk oversight, deepen specialist underwriting capability in key markets, and...
ASX:CSL
ASX:CSLBiotechs

Did Five-Year HEMGENIX Data Just Shift CSL's (ASX:CSL) Gene Therapy Investment Narrative?

CSL recently reported five-year Phase 3 HOPE-B data in NEJM and at the ASH meeting, showing HEMGENIX’s durable factor IX activity, sustained bleed reduction, and continued freedom from routine prophylaxis in adults with hemophilia B. The results reinforce HEMGENIX’s position as the only commercially available gene therapy for adult hemophilia B, with long-term safety and efficacy data that may shape how patients and clinicians view one-time gene therapy versus ongoing prophylaxis. We’ll now...
ASX:CUV
ASX:CUVBiotechs

Clinuvel Pharmaceuticals (ASX:CUV): Valuation Check After Vallaurix Expansion to Boost Peptide Drug Development

Clinuvel Pharmaceuticals (ASX:CUV) is in the spotlight after unveiling a major expansion of its Vallaurix innovation hub in Singapore. The company has announced a five year push backed by the Economic Development Board to accelerate advanced peptide drug development. See our latest analysis for Clinuvel Pharmaceuticals. The market seems to be warming to that strategy, with a 30 day share price return of 17.15% and a 90 day gain of 21.11%. However, the five year total shareholder return...
ASX:BFG
ASX:BFGCapital Markets

ASX Penny Stocks To Consider In December 2025

As the Australian market experiences a mixed performance with materials leading and IT and industrials lagging, investors are keenly observing sector shifts. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials.
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU) Is Down 8.9% After Pulling 2025 Synthetic Rutile Guidance Over Customer Uncertainty

In recent days, Iluka Resources withdrew its 2025 synthetic rutile production guidance due to uncertainty over a key UK customer agreement, prompting analyst downgrades and highlighting ongoing operational and market disruptions affecting its mineral sands and rare earths business. This shift draws attention to how sensitive Iluka’s outlook is to individual customer contracts, production reliability, and evolving tariffs and export controls in its core markets. We’ll now examine how the...