Australian Logistics Stock News

Fortescue has commenced construction of its 440MW Solomon Airport solar project in the Pilbara, set to become Western Australia’s largest solar farm and a core element of its Real Zero decarbonisation plans, with completion targeted for 2028 and about 671,000 panels installed. This large-scale solar build signals Fortescue’s push to reduce reliance on traditional fuels at its mining operations while expanding its renewable energy footprint alongside iron ore. We’ll now examine how this major...

Origin Energy in focus after oil price spike The recent surge in oil prices above US$100 per barrel has sharpened attention on Origin Energy (ASX:ORG), given its 27.5% interest in the Australia Pacific LNG project and exposure to higher LNG pricing. See our latest analysis for Origin Energy. Despite the latest share price of A$11.59 and a 1-day share price return decline of 0.34%, Origin’s 30-day share price return of 5.46% and 1-year total shareholder return of 19.41% suggest momentum has...

China Mineral Resources Group has widened its ban on BHP's iron ore, now blocking Newman fines shipments to Chinese steel mills. The move intensifies contract talks and touches BHP's core iron ore revenue base at a sensitive moment for seaborne pricing. Separately, BHP is in advanced talks to sell its West Musgrave copper nickel project, with South32 reported as a leading bidder. These developments point to a possible reshaping of ASX:BHP's exposure to China and to future-facing metals such...

Australian Strategic Materials (ASX:ASM) has just posted its H1 2026 scorecard, with trailing 12 month revenue of A$10.1 million and a net loss of A$21.6 million, translating to a basic EPS loss of A$0.11. Over recent half year periods the company has seen revenue move from A$1.96 million in H2 2024 to A$2.20 million in H1 2025 and A$2.89 million in H2 2025, while basic EPS losses shifted from A$0.10 to A$0.08 and then A$0.06, setting up a results story where investors are weighing growing...

Elsight (ASX:ELS) is back on investor radars after securing a US$21.2 million contract with a European defence drone manufacturer. This development is supported by new senior hires and early deliveries of its Aura communications device. See our latest analysis for Elsight. The contract news and senior hires come after a strong run in Elsight’s shares, with a 49.5% 30 day share price return and a 1 year total shareholder return that is well into double digit multiples. This indicates strong...

Liontown Resources (ASX:LTR) has put fresh numbers on the table for H1 2026, with second half 2025 revenue at A$197.2 million and a basic EPS loss of A$0.077 per share, while trailing twelve month figures to the same point show revenue of A$297.6 million and a basic EPS loss of A$0.080. The company has seen revenue move from A$100.4 million in the first half of 2025 to A$197.2 million in the second half, alongside a shift in basic EPS from an A$0.006 loss in H1 2025 to an A$0.077 loss in H2...

If you are wondering whether Westgold Resources is still good value after its recent run, this article explains what the current share price could mean for long term investors. The stock last closed at A$6.21, with a 14% decline over the past week and a 13% decline over the past month, set against a 137.1% return over the last year and a very large 3 year return that is close to 5x. Recent market attention on Westgold Resources has been shaped by ongoing interest in gold producers and how...

Mesoblast (ASX:MSB) has drawn fresh attention after appointing Teresa Montagut MD, PhD as Head of Clinical Development and Medical Affairs, a move that coincides with its upcoming Bell Potter Healthcare Horizons Summit presentation. See our latest analysis for Mesoblast. The recent appointment and upcoming summit appearance come after a tougher stretch for the share price, with a 30 day share price return of 14.4% and a 90 day share price return of 22.74%. However, the 3 year total...

Half year loss widens as investors assess IperionX's progress IperionX (ASX:IPX) has drawn attention after reporting a half year net loss of US$34.77 million for the period to December 31, 2025, compared with US$16.24 million a year earlier. Basic and diluted loss per share from continuing operations came in at US$0.10, versus US$0.06 in the prior comparable period. This gives shareholders fresh data to weigh against the company’s titanium and critical minerals ambitions. See our latest...

Pantoro Gold recently reported higher first-half FY26 revenue and earnings from its Norseman Gold Project in Western Australia, while also cutting full-year production guidance after severe weather and operational disruptions. At the same time, the company outlined plans to expand Norseman with a third underground mine and additional drilling, signalling a push to diversify and grow its production base despite current setbacks. Next, we’ll explore how the guidance downgrade amid plans for a...

Ora Banda Mining recently reported past half-year results to 31 December 2025, highlighting record gold production of 62,631 ounces and a sharp lift in sales to A$336.28 million alongside higher net income and earnings per share. The company also unveiled a tenfold resource increase at its Round Dam deposit, lifting its global resource base to 3.3 million ounces and underlining the scale of its growth ambitions around the Davyhurst project. Next, we’ll examine how the Round Dam resource...

Clarity Pharmaceuticals (ASX:CU6) is back in focus after announcing its Phase III AMPLIFY trial of 64Cu-SAR-bisPSMA for prostate cancer recurrence has recruited more participants than originally planned in the US and Australia. See our latest analysis for Clarity Pharmaceuticals. The AMPLIFY recruitment update and recent conference appearance follow a mixed earnings release and a period of strong share price momentum, with a 30 day share price return of 15.90% and a 1 year total shareholder...

S&P Dow Jones Indices recently announced that Lindian Resources will be added to the All Ordinaries index from 23 March 2026, following a period of strong market interest highlighted by technical uptrend screenings and recent acquisition discussions. This combination of index inclusion, momentum-focused research attention and active corporate activity could reshape how investors assess Lindian Resources within the Australian mining sector. We’ll now look at how inclusion in the All...

Arafura Rare Earths recently advanced execution readiness for its Nolans rare earths project by signing a land access compensation agreement and agreeing to acquire an existing 200-plus room accommodation camp at the site. The company also entered a collaboration with Clean TeQ Water to review alternative heavy rare earth separation technologies, which could materially influence the Nolans processing flowsheet and potential product mix. We’ll now examine how the Nolans camp acquisition and...

In February 2026, Yancoal Australia Ltd. issued 2026 production guidance, targeting an increased attributable saleable output of 36.5 million to 40.5 million tonnes. This higher production range has coincided with Yancoal Australia appearing in ASX technical uptrend scans, pointing to heightened attention on its operational outlook. Next, we’ll examine how Yancoal Australia’s upgraded 2026 production guidance shapes its investment narrative in light of recent trading performance...

Minerals 260 (ASX:MI6) just released half year results to 31 December 2025, posting a net loss of A$23.99 million compared with A$2.25 million a year earlier, a shift that may weigh on sentiment. See our latest analysis for Minerals 260. The half year loss has arrived after a sharp run in the share price, with a 30 day share price return of 41.57% and a 90 day share price return of 82.61%. The 3 year total shareholder return sits at 100%, suggesting recent momentum has been strong despite...

Why DroneShield (ASX:DRO) just caught investors’ attention DroneShield (ASX:DRO) has started counter drone manufacturing inside the European Union, teaming up with a local partner as defence demand rises under the ReArm Europe Plan and related military investment programs. See our latest analysis for DroneShield. The A$4.08 share price sits on the back of a 93% 90 day share price return, while the 1 year total shareholder return is extremely high, suggesting momentum has been building as...

Woodside Energy Group (ASX:WDS) has started drilling operations at the Trion Field in the Gulf of Mexico. The company is the operator and majority stakeholder in what is described as one of Mexico’s most significant offshore oil projects. This drilling activity follows the final investment decision made in 2023 and marks a new phase in developing the field. For you as an investor, Trion sits within Woodside’s broader portfolio as a large offshore oil development operated in partnership with...

Buy-back activity puts Aurizon Holdings (ASX:AZJ) in focus Aurizon Holdings (ASX:AZJ) has been steadily executing its on-market share buy-back, with frequent ASX updates and a shrinking listed share count. This has drawn fresh attention from investors tracking capital management decisions. See our latest analysis for Aurizon Holdings. Against the backdrop of the buy-back, Aurizon Holdings’ share price has moved to A$3.99, with a 30-day share price return of 11.14% and a 1-year total...

Lynas Rare Earths (ASX:LYC) has agreed a long term rare earth supply deal with key Japanese partners running through 2038. The agreement includes firm offtake volumes, floor pricing and renewed commitment from Japan to secure supply outside China. Price floors are aligned with strategic U.S. policy objectives, adding a policy link to a commercial contract. The deal provides clearer visibility on sales into Japan and underscores Lynas' role in non Chinese rare earth supply chains. Lynas...

Black Cat Syndicate Limited recently reported half-year results to 31 December 2025, with sales rising to A$169.09 million and net income reaching A$34.58 million, turning around a prior loss. This shift to profitability, reflected in basic earnings per share of A$0.048 from continuing operations, marks a material change in the company’s financial profile. We’ll explore how this move to profitability reshapes Black Cat Syndicate’s investment narrative and what it could mean for investors...

New Hope (ASX:NHC) has extended its share buyback program by one year, with the plan now running until 2 March 2027. This move often prompts investors to reassess capital management and valuation. See our latest analysis for New Hope. New Hope’s recent 1-month share price return of 8.84% and 90-day share price return of 26.88% suggest momentum has been building. A 1-year total shareholder return of 34.59% and a very large 5-year total shareholder return indicate longer term holders have also...

Brazilian Rare Earths Limited recently reported new exploration results from its Sulista Project in Bahia, Brazil, extending the mineralised strike to more than 17 kilometres and confirming multiple high-grade rare earth and critical mineral zones across Sulista East, Sulista South, Sulista West, Outcrop Ridge and Sulista North. These results position Sulista as an emerging district-scale rare earth system and support Brazilian Rare Earths’ plan to deliver a maiden JORC-compliant Mineral...

Music Valley exploration puts Dateline Resources in focus Dateline Resources (ASX:DTR) has commenced exploration at its newly acquired Music Valley heavy rare earth element project in California, with a high resolution helicopter magnetic and radiometric survey scheduled to begin next week. See our latest analysis for Dateline Resources. Dateline Resources’ recent exploration update lands after a period of strong share price momentum, with a 30 day share price return of 25.81% and a 90 day...