ASX:CYL
ASX:CYLMetals and Mining

Stronger Quarterly Gold Output Could Be A Game Changer For Catalyst Metals (ASX:CYL)

Catalyst Metals recently reported an upbeat quarterly gold production update, highlighting stronger operational output across its Australian-focused gold projects. This production improvement underlines how operational delivery is becoming a more prominent driver of investor interest for the mineral explorer. Next, we will examine how this stronger quarterly gold production shapes Catalyst Metals’ broader investment narrative and future positioning. Trump's oil boom is here - pipelines are...
ASX:TWE
ASX:TWEBeverage

Assessing Treasury Wine Estates' Valuation As Weaker Wine Demand Meets A$100 Million Cost Cuts

Treasury Wine Estates (ASX:TWE) has returned to focus after updating investors on weaker global wine demand, softer conditions in key markets such as the US and China, and a company wide cost cutting program targeting about A$100 million in annual savings. See our latest analysis for Treasury Wine Estates. The recent company update on weaker global wine demand and the A$100 million cost cutting plan comes after a 90 day share price return decline of 14.51% and a 1 year total shareholder...
ASX:DMP
ASX:DMPHospitality

Assessing Domino's Pizza Enterprises (ASX:DMP) Valuation After New Leadership Appointments And Turnaround Focus

Domino's Pizza Enterprises (ASX:DMP) has refreshed its senior ranks, appointing Merrill Pereyra as CEO for Australia and New Zealand and expanding CFO George Saoud’s remit to include Group Chief Operating Officer responsibilities. See our latest analysis for Domino's Pizza Enterprises. The leadership reshuffle comes after a strong 90 day share price return of 53.43% to A$23.26. However, the 1 year total shareholder return of 18.29% and 5 year total shareholder return of 70.69% point to longer...
ASX:XRO
ASX:XROSoftware

Assessing Xero’s Valuation As New AI Analytics And JAX Push Its Small Business Platform Forward

Xero (ASX:XRO) has launched new AI powered analytics globally, building on its 2024 Syft acquisition to embed dashboards, cash flow tools, and AI driven financial insights directly into its small business accounting platform. See our latest analysis for Xero. Despite the launch of its AI analytics and earlier announcements such as JAX, Xero’s 90 day share price return of 30.49% and 1 year total shareholder return of 35.02% both sit in negative territory. The 3 year total shareholder return of...
ASX:DYL
ASX:DYLOil and Gas

Assessing Deep Yellow (ASX:DYL) Valuation After The Upcoming CEO And Managing Director Transition

Deep Yellow (ASX:DYL) has announced that Greg Field will take over as Chief Executive Officer and Managing Director from February 2, 2026. This leadership shift could influence how investors assess the uranium explorer. See our latest analysis for Deep Yellow. The leadership announcement comes after a mixed stretch for Deep Yellow, with a 14.69% 1 month share price return contrasting with a 17.48% 3 month share price decline. The 1 year total shareholder return of 61.75% points to longer term...
ASX:29M
ASX:29MMetals and Mining

Assessing 29Metals (ASX:29M) Valuation After Jefferies Downgrade And Operational Setbacks

Jefferies’ downgrade of 29Metals (ASX:29M) to Underperform after a strong share price rally, tied to an 86% zinc production shortfall from seismic issues at the Xantho Extended mine, has sharpened investor focus on operational risk. See our latest analysis for 29Metals. The recent downgrade comes after a strong run, with a 30 day share price return of 43.82% and a 1 year total shareholder return of 197.67%, while the 3 year total shareholder return is 65.81% lower. This suggests that shorter...
ASX:SFR
ASX:SFRMetals and Mining

Assessing Sandfire Resources (ASX:SFR) Valuation After New 2026 Production Guidance And Copper Demand Tailwinds

Why Sandfire’s fresh guidance is drawing attention Sandfire Resources (ASX:SFR) has put fresh numbers around its 2026 outlook, issuing production guidance across copper, zinc, lead and silver at the same time as investors focus closely on global copper demand. See our latest analysis for Sandfire Resources. The guidance comes after a strong run in the share price, with a 30 day share price return of 13.18% and a 90 day share price return of 20.93%. The 1 year total shareholder return of...
ASX:PFP
ASX:PFPConsumer Services

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

As Australian shares ride the wave of rising commodity prices, with gold, silver, and copper reaching new highs, investors are keenly watching how these trends might influence broader market dynamics. Amid this backdrop, penny stocks—often smaller or newer companies—continue to offer intriguing opportunities for those looking beyond the mainstream. Despite being considered a niche area of investment today, these stocks can still present significant growth potential when backed by strong...
ASX:MSB
ASX:MSBBiotechs

Does Mesoblast’s New Board Leadership After First FDA Approval Change The Bull Case For ASX:MSB?

In early January 2026, Mesoblast Limited implemented a series of board changes, appointing Philip Facchina as non-executive Chair and Lyn Cobley as Chair of the Audit and Risk Committee, while former Chair Jane Bell retired from that role but remained on the board. These governance shifts come as Mesoblast moves further into a revenue-generating commercial phase following its first U.S. FDA approval, highlighting an effort to align board oversight with the company’s next stage of corporate...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s (ASX:BHP) Valuation After Recent Share Price Momentum

Why BHP Group Is On Investors’ Radar Today BHP Group (ASX:BHP) is back in focus after recent share price moves, with the stock last closing at A$48.12. For investors, the key question now is how this price lines up with the company’s current fundamentals. See our latest analysis for BHP Group. Recent trading has been positive, with a 1-day share price return of 1.13% and a 30-day share price return of 8.70%, while the 1-year total shareholder return sits at 26.18%. Together, these figures...
ASX:LRV
ASX:LRVMetals and Mining

Assessing Larvotto Resources (ASX:LRV) Valuation After Hillgrove Progress And Critical Minerals Support

Why Larvotto Resources is Suddenly on Investors’ Radar Larvotto Resources (ASX:LRV) is drawing fresh attention after progress at its Hillgrove Antimony Gold Project coincided with the Australian Government elevating antimony within its critical minerals strategy and committing A$1.2b to priority minerals. See our latest analysis for Larvotto Resources. Those government moves and drilling updates come on top of a strong run in the shares, with Larvotto’s 30 day share price return of 35.62% and...
ASX:RRL
ASX:RRLMetals and Mining

A Look At Regis Resources (ASX:RRL) Valuation After Quarterly Production Update

Regis Resources (ASX:RRL) is back in focus after reporting its operating results for the quarter ended 31 December 2025, with total Group production of 96.6oz. This figure is a key input for reassessing the stock. See our latest analysis for Regis Resources. That production update lands at a time when the A$7.76 share price sits on a 30 day share price return of 7.03% and a 90 day share price return of 20.68%. Meanwhile, the 1 year total shareholder return of 170.21% and 3 year total...
ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Is Up 7.4% After Securing EV Giants For Kathleen Valley Lithium Offtake Agreements - What's Changed

In recent research, Bell Potter reiterated its positive view on Liontown, highlighting expectations that the Kathleen Valley lithium project will soon ramp up towards 500,000 to 550,000 tonnes of concentrate per year, with longer-term potential to lift output further, supported by offtake agreements with Tesla, Ford and LG Energy Solution. This combination of rising production ambitions and pre-secured demand from major electric vehicle and battery makers underpins investor attention on how...
ASX:LYC
ASX:LYCMetals and Mining

Is CEO Amanda Lacaze’s Retirement Altering The Investment Case For Lynas Rare Earths (ASX:LYC)?

Lynas Rare Earths Limited has announced that long-serving CEO and Managing Director Amanda Lacaze will retire after 12 years, remaining with the company until the end of the current financial year to support an orderly leadership transition. Her departure marks a turning point for a business she helped build into a leading non-Chinese rare earths supplier at the centre of global critical minerals supply chain realignment. Next, we’ll examine how Lacaze’s planned retirement and the...