ASX:WHC
ASX:WHCOil and Gas

Is Whitehaven Coal’s (ASX:WHC) Cash Flow Focus Reframing Its Core Investment Story?

In recent days, coverage of Whitehaven Coal has focused on its cash flow generation, cost control and production efficiency within the Australian coal and energy sector, comparing these metrics with other ASX 100 companies. This renewed scrutiny of operating performance and cash flow efficiency offers readers a clearer lens on how Whitehaven Coal stacks up against large domestic peers. We’ll now explore how this spotlight on cash flow discipline and operational efficiency may influence...
ASX:SKS
ASX:SKSElectrical

ASX Penny Stocks Under A$500M Market Cap: 3 Promising Picks

The Australian market today presents a mixed outlook, with the Aussie dollar inching closer to 67 cents against the USD and equities poised for a flat opening. For investors interested in exploring beyond well-known names, penny stocks—typically smaller or newer companies—offer intriguing possibilities. Despite the term's outdated feel, these stocks can still provide surprising value when backed by solid financials, offering potential for significant returns and stability.
ASX:ASX
ASX:ASXCapital Markets

How ASX’s Commodity-Led Rally At ASX (ASX:ASX) Has Changed Its Investment Story

In recent ASX trading, the S&P/ASX 200 reached a two-month high as strength in commodities-related sectors, particularly lithium, gold, and silver, lifted the index, while company updates such as Endeavour Group’s softer preliminary earnings and Lynas Rare Earths’ CEO transition also drew attention. What stands out is the broad commodity-led upswing, with lithium prices jumping very large over two sessions, signalling rising investor appetite for energy-transition exposures and helping pull...
ASX:BML
ASX:BMLMetals and Mining

A Look At Boab Metals (ASX:BML) Valuation As Sorby Hills Funding Is Secured Through First Production

Boab Metals (ASX:BML) has reached a key funding milestone, completing an oversubscribed share purchase plan that, together with earlier raisings, fully finances the Sorby Hills Silver Lead Project through to first production in 2027. See our latest analysis for Boab Metals. The recent funding success and ASX quotation of an extra 17.5 million shares comes after a 30 day share price return of 29.63% and a 1 year total shareholder return of 200%. However, the latest 1 day move showed a 6.25%...
ASX:SS1
ASX:SS1Metals and Mining

Sun Silver (ASX:SS1) Is Up 7.5% After New High-Grade Maverick Springs Assays Confirm Scale

In January 2026, Sun Silver Ltd. reported further assay results from its 2025 drilling at the Maverick Springs Silver-Gold Project in Nevada, highlighting thick, high-grade silver-gold intercepts that confirm mineralisation continuity and scale within its existing JORC Inferred Mineral Resource. An interesting angle is that the project already hosts an inferred resource of 237 million tonnes containing very large silver-equivalent metal, and the new assays suggest mineralisation at or above...
ASX:FID
ASX:FIDCapital Markets

ASX Dividend Stocks To Consider In January 2026

As the Australian market rides the wave of a potential commodities supercycle, driven by soaring metals prices and robust materials sector performance, investors are keenly observing how these dynamics influence broader economic trends. In this environment, dividend stocks can offer appealing stability and income potential; selecting those with strong fundamentals and ties to thriving sectors like materials could be particularly beneficial.
ASX:WA1
ASX:WA1Metals and Mining

ASX Growth Stocks With Strong Insider Confidence

As the Australian market navigates a potential commodities supercycle, with materials leading the charge and the ASX200 showing signs of resilience, investors are keenly observing sectors that could benefit from this momentum. In such an environment, growth companies with high insider ownership can be particularly appealing as they often signal strong internal confidence and alignment with shareholder interests, making them noteworthy contenders for those looking to capitalize on Australia's...
ASX:LYC
ASX:LYCMetals and Mining

3 ASX Stocks Estimated To Trade At Discounts Up To 36.4%

The Australian market is currently experiencing a notable surge in the materials sector, driven by rising commodity prices and renewed interest in critical minerals. In this environment, identifying undervalued stocks can present opportunities for investors seeking to capitalize on potential growth, especially when these stocks are trading at significant discounts compared to their intrinsic value.
ASX:VFY
ASX:VFYLife Sciences

Atomic Eagle And 2 More ASX Penny Stocks To Watch

As the Australian market experiences a potential commodities supercycle, driven by surges in metals like gold and silver, investor interest in materials is on the rise. Amid this backdrop, penny stocks—often representing smaller or newer companies—continue to offer intriguing opportunities for growth at accessible price points. Despite their vintage name, these stocks can still provide surprising value when they are backed by strong financial health and solid fundamentals.
ASX:GMG
ASX:GMGIndustrial REITs

Should Goodman’s Hong Kong Data Centre Expansion Require Action From Goodman Group (ASX:GMG) Investors?

Goodman Group has expanded its Hong Kong presence through the Goodman Hong Kong Data Centre Partnership, which now manages six facilities with a combined 180 MW of IT capacity, including two data centres that were under construction when the partnership launched in July 2025. This build-out, backed by major global investors, strengthens Goodman’s role in supplying large-scale digital infrastructure to support Asia’s rapidly developing data economy. We’ll now examine how Goodman’s scaled Hong...
ASX:MIR
ASX:MIRCapital Markets

Mirrabooka Investments (ASX:MIR) High P/E Tests Bullish Narrative Of 14.4% Earnings Growth

Mirrabooka Investments (ASX:MIR) has opened H1 2026 with trailing twelve month revenue of A$18.1 million and Basic EPS of A$0.058, alongside 14.4% earnings growth over the past year and around 12% average annual profit growth over the past five years. Over recent reporting halves the company has seen revenue move from A$9.1 million in H2 2024 to A$7.1 million in H1 2025 and A$5.4 million in H2 2025, with Basic EPS shifting over the same periods from A$0.0315 to A$0.0237 and then A$0.0168...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Is Up 11.7% After Securing New A$1.0–1.3 Billion Defence Contract

In recent months, Austal Limited finalized a Strategic Shipbuilding Agreement with the Australian Government, appointing Austal Defence Australia as prime contractor for Tier 2 surface combatants under an initial A$1.00–A$1.30 billion contract, while also funding U.S. shipyard expansion through a capital raise to support larger U.S. Navy vessels. This combination of a long-term Australian defence framework and enlarged U.S. capacity could reshape Austal’s contract pipeline, capital needs,...
ASX:NTU
ASX:NTUMetals and Mining

Is Northern Minerals' (ASX:NTU) Concentrated Register Quietly Reshaping Its Long-Dated Project Strategy?

Recent coverage has highlighted how ownership concentration and broad shareholder participation at Northern Minerals is shaping governance and strategic influence in its long‑dated mining projects. This focus on who holds power in the register offers investors a clearer view of how decisions may be made and aligned across stakeholders. Next, we examine how this growing interest in Northern Minerals’ ownership structure could influence the company’s broader investment narrative. Uncover the...