ASX:HUM
ASX:HUMConsumer Finance

Does Activists’ Board Challenge At Humm Group (ASX:HUM) Change The Bull Case For HUM?

Humm Group Limited has issued a notice recommending shareholders vote against all resolutions at the 19 February 2026 general meeting, which seek to remove three current directors and replace them with two nominees put forward by activist investors Jeremy Michael Kersten Raper and Sandhurst Trustees Limited as custodian for Collins St Value Fund. This clash between the board and activist shareholders over who should control key seats highlights a significant test of governance, influence and...
ASX:WGX
ASX:WGXMetals and Mining

Assessing Westgold Resources (ASX:WGX) Valuation After Record Production, Strong Cash Position And Planned Valiant Demerger

Westgold Resources (ASX:WGX) has drawn fresh investor attention after reporting record Q2 FY26 gold production of 111,418 ounces, reaffirming its FY26 guidance while also flagging a planned demerger and IPO of Valiant Gold Limited. See our latest analysis for Westgold Resources. Those production numbers and the upcoming Valiant Gold demerger sit against a strong share price backdrop, with a 90 day share price return of 41.44% and a very large three year total shareholder return. The recent 1...
ASX:CSL
ASX:CSLBiotechs

How Investors May Respond To CSL (ASX:CSL) After RBC Upgrade Amid Seqirus Spin-Off Pause

RBC Capital recently upgraded CSL to Outperform, arguing that the recent selloff and upcoming February half-year results create a compelling opportunity despite sector headwinds. The shift in analyst stance comes as investors reassess CSL’s credibility after it cut its fiscal 2026 growth outlook and paused the planned Seqirus vaccines spin-off. Next, we’ll examine how this upgrade, set against weaker flu vaccine demand and Seqirus uncertainty, shapes CSL’s investment narrative. We've found...
ASX:AMI
ASX:AMIMetals and Mining

A Look At Aurelia Metals (ASX:AMI) Valuation After Q2 2026 Production And Cash Flow Update

Why Aurelia Metals (ASX:AMI) is back on investors’ radar Aurelia Metals (ASX:AMI) has caught fresh attention after its Q2 2026 update, where the company reported strong multi metal production, solid cash flow and reaffirmed full year guidance. The quarter highlighted a 21% production uplift at Peak Mine, ongoing ramp up at Federation and progress at projects such as Great Cobar, along with plant upgrades designed to support future capacity. See our latest analysis for Aurelia Metals. The...
ASX:DRO
ASX:DROAerospace & Defense

DroneShield (ASX:DRO) Is Up 15.9% After Joining Defence Counter-Drone Panel Has The Bull Case Changed?

Last week, DroneShield announced it had been selected for the Australian Department of Defence’s Project LAND 156 Line of Effort 3 standing offer panel, giving it a pathway to supply counter-drone hardware, software and services to around 150 Defence bases and other government sites. An important nuance is that this panel position streamlines Defence procurement without guaranteeing any contracts, so future tender conversions and cash flow remain uncertain despite the sector’s A$1.30 billion...
ASX:SGLLV
ASX:SGLLVFood

ASX Dividend Stocks To Consider In January 2026

As the Australian market experiences a positive ripple effect from Wall Street's recent gains, investors are closely watching developments in international trade and commodity prices. In this environment, dividend stocks can offer stability and income potential, making them an attractive option for those looking to navigate the current economic landscape.
ASX:POL
ASX:POLMetals and Mining

ASX Growth Companies With High Insider Ownership In January 2026

As the Australian market experiences a boost from Wall Street's positive momentum and ongoing discussions around international trade, investors are keenly observing the implications of these global developments on local indices. In this context, growth companies with high insider ownership can be particularly appealing, as they often indicate strong confidence from those closest to the business in navigating such complex economic landscapes.
ASX:BKY
ASX:BKYOil and Gas

Berkeley Energia And 2 Other ASX Penny Stocks To Watch

As the Australian market responds positively to global developments, with a 50-point gain on the ASX following Wall Street's surge, investors are keenly watching for opportunities that balance potential growth with stability. Penny stocks, despite their somewhat dated moniker, continue to attract attention as they often represent smaller or emerging companies that can offer substantial value. By focusing on those with solid financials and a clear path forward, investors can uncover promising...
ASX:WES
ASX:WESMultiline Retail

Infinity Pharmacy Collapse Might Change The Case For Investing In Wesfarmers' Health Push (ASX:WES)

Wesfarmers recently walked away from a last-minute rescue deal for Infinity Pharmacy Group, leaving more than 50 Priceline-branded pharmacies in receivership with creditors reportedly owed over A$400 million and raising questions about the impact on its health division. The Infinity collapse highlights the risks within Wesfarmers’ wholesale pharmacy exposure and puts extra focus on how management positions the health portfolio alongside core retail brands like Bunnings and Kmart. With this...
ASX:LOT
ASX:LOTOil and Gas

Assessing Lotus Resources (ASX:LOT) Valuation After Share Consolidation And Capital Structure Update

What triggered the latest interest in Lotus Resources? Lotus Resources (ASX:LOT) has drawn fresh attention after completing an 11.5 for 1 share consolidation, updating its capital structure details, and recording a sharp, high volume intraday move on 21 January 2026. See our latest analysis for Lotus Resources. The recent 11.5 for 1 share consolidation and updated capital structure details arrive after a period where the share price has shown strong short term momentum, with a 30 day share...
ASX:29M
ASX:29MMetals and Mining

Assessing 29Metals (ASX:29M) Valuation After A$150 Million Equity Raising Announcement

Why 29Metals is back on investors’ radar 29Metals (ASX:29M) has launched a A$150 million non renounceable entitlement offer, fully underwritten by Macquarie Capital, to fund mining recommencement at Xantho Extended and to advance projects at Gossan Valley and Capricorn Copper. See our latest analysis for 29Metals. The equity raise comes after a tough recent stretch, with a 7 day share price return of 31.71% decline and a year to date share price return of 24.32% decline. However, the 1 year...
ASX:RML
ASX:RMLMetals and Mining

Resolution Minerals ASX RML Valuation After Accelerated Tungsten Expansion At Horse Heaven

Resolution Minerals (ASX:RML) has drawn fresh attention after accelerating tungsten work at its Horse Heaven project in Idaho, engaging veteran geologist David R. Hembree and moving to secure the nearby Johnson Creek Mill and tungsten stockpiles. See our latest analysis for Resolution Minerals. Those Horse Heaven updates come after a sharp swing in sentiment, with Resolution Minerals’ 30 day share price return of 57.45% and year to date gain of 51.02% following a recent pullback. At the same...
ASX:YAL
ASX:YALOil and Gas

Yancoal Australia (ASX:YAL) Valuation Check After Record 2025 Coal Production And Strong Cash Position

Record 2025 production and cash balance put Yancoal in focus Yancoal Australia (ASX:YAL) has drawn fresh attention after reporting record Q4 and full year 2025 coal production of 38.6 million tonnes of attributable saleable output, alongside a net cash position above A$2.1b. Management highlighted disciplined operating costs, capital expenditure near the lower end of guidance, and the potential for future dividends and growth investments. This has prompted investors to reassess how the...
ASX:BGL
ASX:BGLMetals and Mining

A Look At Bellevue Gold (ASX:BGL) Valuation After Higher Grade Output And Leadership Changes

Why Bellevue Gold’s latest quarter is getting fresh attention Bellevue Gold (ASX:BGL) has caught investor interest after reporting December 2025 quarter production of 32,031 ounces, supported by higher grade mining and a new COO, following what management described as a difficult FY25. See our latest analysis for Bellevue Gold. The recent production update has landed against a backdrop of strong share price momentum, with an approximate 55% 90 day share price return and a 57% 1 year total...
ASX:LNW
ASX:LNWHospitality

Light & Wonder (ASX:LNW) Valuation After US$127.5m Aristocrat Settlement And Game Portfolio Changes

Why the Aristocrat settlement matters for Light & Wonder shares Light & Wonder (ASX:LNW) has just closed a significant legal chapter. The company has agreed to pay Aristocrat Leisure US$127.5 million, halt global commercialization of two disputed games, and destroy related intellectual property materials. See our latest analysis for Light & Wonder. At a share price of A$168.47, Light & Wonder has had a 41.57% 90 day share price return and a 17.33% 1 year total shareholder return. This...
ASX:MAD
ASX:MADCommercial Services

Why Mader Group (ASX:MAD) Is Up 11.3% After Broker Upgrade And New 5-Year Strategy Unveiling

Mader Group recently reported solid quarterly results and attracted fresh broker support, including a Bell Potter upgrade citing its positioning across Australia and North America and upcoming 5-year strategy update. Together with coverage initiation by an experienced industrials analyst, these developments have reset market expectations and intensified focus on the company’s global maintenance services footprint. We’ll now examine how this broker upgrade, alongside the new 5-year strategy,...
ASX:MAF
ASX:MAFCapital Markets

MA Financial Group’s Valuation After Backing Fundbox’s A$100 Million Warehouse Facility Expansion

MA Financial Group (ASX:MAF) has moved into focus after backing a warehouse facility of up to A$100 million for US based Fundbox, supporting its Australian expansion and embedded financing tools for local small business platforms. See our latest analysis for MA Financial Group. The recent Fundbox warehouse facility news comes after a period of strong price momentum, with MA Financial Group’s 90 day share price return of 15.35% and a 1 year total shareholder return of 70.11%, even as the year...