ASX:MQG
ASX:MQGCapital Markets

Macquarie Group’s Valuation After Recent Portfolio Shifts And Ongoing Applied Digital Funding

Why Macquarie Group is back on investors’ radar Macquarie Group (ASX:MQG) has drawn fresh attention after reshaping its listed equity holdings, stepping back from substantial positions in Elsight and Jumbo Interactive while continuing preferred equity funding support for U.S. based Applied Digital. See our latest analysis for Macquarie Group. These shifts in listed holdings and ongoing preferred equity funding have come as Macquarie Group’s share price moved to A$206.08, with a 30 day share...
ASX:TWE
ASX:TWEBeverage

The Bull Case For Treasury Wine Estates (ASX:TWE) Could Change Following Goudet’s 5% Stake And Restructuring Plans

In late 2025, European billionaire Olivier Goudet quietly built a 5.05% stake in Treasury Wine Estates, becoming a major shareholder just as the company worked through profit warnings, goodwill write-downs and operational pressures. His entry coincides with new CEO Sam Fischer’s plan to deliver about A$100 million in annual cost savings over the next two to three years, highlighting an intense phase of restructuring and renewed external interest in the business. Now, we’ll explore how...
ASX:AX1
ASX:AX1Specialty Retail

A Look At Accent Group (ASX:AX1) Valuation After The Recent Share Price Drop And Recovery Speculation

User interest in Accent Group (ASX:AX1) has intensified after a sharp share price drop, as investors weigh its footwear brands, private label growth and new Sports Direct stores alongside expectations for future interest rate cuts. See our latest analysis for Accent Group. That sharp reaction comes after a 3.83% 1 month share price return and a 28.84% 3 month share price decline. The 1 year total shareholder return of 58.34% and 5 year total shareholder return of 46.16% indicate that pressure...
ASX:ETM
ASX:ETMMetals and Mining

Energy Transition Minerals (ASX:ETM) Valuation After Nasdaq Listing Plans And Greenland Licence Progress

Energy Transition Minerals (ASX:ETM) has drawn fresh attention after appointing US based advisers to support a planned Nasdaq listing and to progress its Kvanefjeld rare earth project in Greenland, following removal of key procedural licence barriers. See our latest analysis for Energy Transition Minerals. The Nasdaq ambitions and Greenland licensing progress have arrived alongside sharp price moves, with a 30 day share price return of 146.84% and a 1 year total shareholder return of 170.83%...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF) Is Up 7.8% After Record 2025 Gold Output And On-Track Ramp-Up

West African Resources reported that in 2025 its Sanbrado and Kiaka operations in Burkina Faso delivered record annual gold production of 300,383 ounces, meeting its stated group guidance range. The company also achieved strong fourth-quarter output as Kiaka’s processing plant ramp-up stayed on schedule, underlining consistent operational performance across both mining centers. We’ll now examine how this record production and on-track Kiaka ramp-up might influence West African Resources’...
ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths’ Valuation After Hancock Investment And Nolans Project Progress

Why Arafura Rare Earths is on investors’ radar right now Arafura Rare Earths (ASX:ARU) is back in focus after securing an A$125 million investment from Hancock Prospecting and moving closer to a Final Investment Decision on its Nolans rare earths project. See our latest analysis for Arafura Rare Earths. The recent Hancock funding and progress toward a Final Investment Decision seem to have coincided with building momentum, with a 7 day share price return of 11.32% and a 30 day share price...
ASX:NIC
ASX:NICMetals and Mining

Did Sphere Corp’s US$2.4b ENC Deal Just Shift Nickel Industries’ (ASX:NIC) Investment Narrative?

Earlier this week, Sphere Corp announced a US$2.40 billion partnership to acquire a 10% stake in Nickel Industries’ ENC HPAL project in Indonesia, alongside an offtake agreement for ENC nickel cathode targeting Western aerospace and aeronautical customers. This marks Nickel Industries’ first Western offtake for ENC material, effectively linking its Indonesian nickel portfolio directly into higher-specification, aerospace-focused supply chains and diversifying its end-market exposure beyond...
ASX:ANN
ASX:ANNMedical Equipment

What Ansell (ASX:ANN)'s CEO Succession Plan Means For Shareholders

Ansell has announced that CEO Neil Salmon will retire, with former Fiskars Group chief executive Nathalie Ahlström set to take over leadership from 16 February 2026, marking a planned succession at the top of the protective equipment maker. The orderly transition still raised questions about how new leadership might influence Ansell’s long-term execution on product innovation, efficiency programs, and global growth plans. We’ll now examine how this CEO transition, and the fresh leadership it...
ASX:HCH
ASX:HCHMetals and Mining

Assessing Hot Chili (ASX:HCH) Valuation As Costa Fuego Moves Toward Definitive Feasibility Study

Recent coverage of Hot Chili (ASX:HCH) and its path toward a definitive feasibility study at the Costa Fuego copper gold project has put fresh attention on the company’s move toward potential production readiness. See our latest analysis for Hot Chili. The recent focus on Costa Fuego’s definitive feasibility work comes as Hot Chili’s share price, at A$1.645, has seen a 41.81% 1 month share price return and a 62.07% 3 month share price return, alongside a 120.28% 1 year total shareholder...
ASX:KCN
ASX:KCNMetals and Mining

How Kingsgate’s 68% Debt Reduction and Cheaper Nebari Loan Will Impact Kingsgate Consolidated (ASX:KCN) Investors

Kingsgate Consolidated recently confirmed it has met all conditions to access a US$25 million loan facility from Nebari Natural Resources Credit Fund II and related entities, alongside securing lower interest rates and an extended loan maturity. By cutting its borrowings by 68%, from A$47 million to A$15 million, Kingsgate has materially strengthened its balance sheet and expanded funding flexibility for future operational initiatives. We’ll now examine how the reduced borrowings and...
ASX:MKR
ASX:MKRMetals and Mining

Is Manuka Resources (ASX:MKR) Quietly Re‑Engineering Its Production Optionality With Wonawinta Restart Plans?

Manuka Resources has outlined plans to restart gold and silver production in Q2 2026 at its 100% owned Wonawinta facility in NSW, backed by an A$18.9 million redevelopment and a 10‑year mine plan across Wonawinta and Mt Boppy, while progressing the Taranaki VTM Project through New Zealand’s Fast-track approvals process. An interesting angle for investors is how the combination of an experienced operations appointment, a modest capital base boost via option exercises, and pending Taranaki...