ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After Raised FY26 Capex Guidance and AI-Driven Contract Wins

NEXTDC (ASX:NXT) has caught investors attention after lifting its FY26 capital expenditure guidance to A$2.2 billion to A$2.4 billion, following a 29% jump in contracted utilisation from fresh AI and cloud driven deals. See our latest analysis for NEXTDC. Those contract wins and the upgraded capex plans have come after a softer patch, with the 30 day share price return at minus 14.22% and 1 year total shareholder return at minus 16.90%, but the three year total shareholder return of 53.74%...
ASX:PRU
ASX:PRUMetals and Mining

Is It Too Late to Consider Perseus Mining After Its 113% 2025 Share Price Surge?

Wondering if Perseus Mining is still a smart buy after such a huge run, or if the real value has already been priced in? Let us unpack what the current share price is really saying about the business. The stock has climbed 1.1% over the last week, 16.1% in the last month, and an impressive 113.0% year to date, with a 115.7% gain over the past year and 418.0% over five years. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been...
ASX:SXE
ASX:SXEConstruction

Will Heyday’s WestConnex Arbitration Loss Reframe Southern Cross Electrical Engineering’s (ASX:SXE) Risk Management Narrative?

Southern Cross Electrical Engineering’s subsidiary Heyday recently lost an arbitration case against the CPB Dragados Samsung Joint Venture over additional cost claims on Sydney’s WestConnex M5 tunnel project. This setback has raised questions about the group’s project risk management, even as analysts continue to highlight its robust order pipeline and sector tailwinds. We’ll now explore how this arbitration loss and its risk-management lessons may influence Southern Cross Electrical...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF): Assessing Valuation After Director Buying and New Share Issuance

West African Resources (ASX:WAF) has drawn fresh attention after a director lifted their stake while the company simultaneously issued nearly one million new shares on the ASX, reshaping the ownership and liquidity picture. See our latest analysis for West African Resources. Those moves come after a strong run, with the share price now at A$2.82 and a powerful year to date share price return of around 92 percent, supported by a three year total shareholder return above 160 percent. This...
ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Valuation After OpenAI Partnership, realAssist Launch and Ray White Data Deal

REA Group (ASX:REA) has been busy, rolling out OpenAI powered tools and its new realAssist companion while locking in a data heavy integration with Ray White, moves that reshape how its marketplace captures value. See our latest analysis for REA Group. Despite the launch of OpenAI powered tools and the Ray White data deal, REA Group’s share price return has been under pressure. A 30 day share price return of minus 11.73 percent has fed into a year to date share price loss of 19.13 percent...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP): Assessing Valuation After Havieron Feasibility Study Confirms 17-Year Low-Cost Mine Plan

Greatland Resources (ASX:GGP) has just locked in a 17 year mine plan at its Havieron gold copper project, confirming a low cost development that leans heavily on nearby Telfer infrastructure. See our latest analysis for Greatland Resources. The strong feasibility news lands after a sharp run, with Greatland Resources’ 90 day share price return of 36.08% and year to date share price return of 13.15% signaling building momentum from earlier lows. If Havieron’s progress has you thinking about...
ASX:AIS
ASX:AISMetals and Mining

A Fresh Look at Aeris Resources (ASX:AIS) Valuation After Robert Millner AO’s Board Resignation

Aeris Resources (ASX:AIS) has landed back on investor radars after Non Executive Director Robert Millner AO resigned with immediate effect, prompting a board refresh process that could subtly reshape its strategic direction. See our latest analysis for Aeris Resources. That board change lands at a time when sentiment has clearly shifted, with the share price up 6.52 percent over one day and delivering an 84.91 percent 90 day share price return. Yet longer term total shareholder returns over...
ASX:MEI
ASX:MEIMetals and Mining

Does Meteoric Resources' (ASX:MEI) Licensing Delay Clarify or Complicate Its Brazilian Rare Earths Story?

Meteoric Resources has reported that its preliminary environmental licence vote for the Caldeira Rare Earth Project in Brazil was postponed after the state regulator requested more time to address questions from the Federal Public Prosecutor’s Office. The company highlighted that it has already submitted extensive technical studies and an Environmental Impact Assessment, arguing these materials should be sufficient to answer the prosecutor’s concerns and keep the project’s permitting...
ASX:HMC
ASX:HMCCapital Markets

ASX Penny Stocks To Watch: 3 Picks With Market Caps Under A$2B

As Australian shares are poised for a mid-week advance, buoyed by Wall Street’s optimism and promising GDP figures, investors are keeping a keen eye on emerging opportunities within the market. For those interested in exploring beyond the well-trodden paths of large-cap stocks, penny stocks—despite their vintage name—remain an intriguing area of potential value. These smaller or newer companies can offer compelling opportunities with less risk than one might expect, especially when they...
ASX:MI6
ASX:MI6Metals and Mining

Minerals 260 (ASX:MI6): Assessing Valuation After Doubling Bullabulling Gold Resource and Gibraltar Milestone

Minerals 260 (ASX:MI6) has announced a major milestone at its Bullabulling project, doubling the contained gold resource to 4.5 million ounces. This upgrade includes new extensions confirmed by drilling as well as a maiden resource at Gibraltar. See our latest analysis for Minerals 260. The resource upgrade has energized Minerals 260’s share price, which has soared 221.74% year-to-date and 155.17% over the past 90 days, reflecting growing investor confidence in the company’s project...
ASX:HLI
ASX:HLIDiversified Financial

Top ASX Dividend Stocks To Consider In December 2025

As the Australian share market remains rangebound with the XJO hovering around 8,500 points and bond yields nearing year-long highs, investors are navigating a complex landscape influenced by inflationary pressures and sector-specific movements. In this environment, dividend stocks can offer stability and income potential, making them an attractive option for those looking to balance growth with consistent returns amidst fluctuating market conditions.
ASX:EMR
ASX:EMRMetals and Mining

3 ASX Growth Stocks With High Insider Ownership And Up To 61% Revenue Growth

As the Australian market remains rangebound, with the XJO struggling to break past the 9,000-point mark since late October, investors are keeping a close eye on sectors like energy and materials which have recently led gains. In this environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong management confidence and alignment of interests with shareholders.
ASX:IFM
ASX:IFMSoftware

3 ASX Stocks That Could Be Trading Up To 41.6% Below Intrinsic Value Estimates

As the Australian market remains rangebound, with the S&P/ASX 200 index hovering around the 8,500-point mark and showing little sign of a Santa Rally on the horizon, investors are closely monitoring economic indicators like bond yields and CPI data. In such an environment, identifying undervalued stocks becomes crucial for those looking to capitalize on potential discrepancies between market prices and intrinsic value estimates.
ASX:UOS
ASX:UOSReal Estate

Exploring Catalyst Metals And 2 Other Promising Small Caps with Robust Fundamentals

As the Australian market remains rangebound, with key indices like the XJO struggling to regain past highs, investors are closely monitoring economic indicators such as bond yields and inflation data that suggest a cautious outlook. In this environment, small-cap stocks with robust fundamentals can offer intriguing opportunities, particularly those in sectors like energy and materials which have shown resilience. Exploring Catalyst Metals and two other promising small caps highlights...
ASX:BCN
ASX:BCNMetals and Mining

ASX Penny Stocks To Watch In December 2025

The Australian share market has been relatively stable, with the XJO index holding within the 8,500-point range despite recent economic pressures such as higher-than-expected CPI figures and rising bond yields. In this context, investors might find value in exploring penny stocks—an investment area that remains relevant for those interested in smaller or newer companies. These stocks can offer potential growth opportunities when supported by strong financial health, making them intriguing...
ASX:NXT
ASX:NXTIT

Does NEXTDC's Accelerated Expansion and Customer Wins Reinforce the Growth Story for ASX:NXT?

In recent days, NEXTDC announced a significant increase in contracted utilisation, rising 29% since June 2025 due to major customer wins, and raised its FY26 capital expenditure guidance by A$400 million to accelerate data centre expansion. This acceleration reflects strong demand growth for data centre services, particularly from AI and cloud-driven workloads, supporting ongoing digital transformation initiatives within Australia’s technology sector. We’ll explore how NEXTDC’s higher...