ASX:SNL
ASX:SNLRetail Distributors

Assessing Supply Network’s Valuation After A New Fully Franked Interim Dividend Announcement

Dividend announcement and what it means for investors Supply Network (ASX:SNL) has declared a fully franked interim dividend of A$0.36 per share for the six months to 31 December 2025, with key dates in March and payment on 2 April 2026. See our latest analysis for Supply Network. The new dividend comes as Supply Network’s share price sits at A$36.96, following a 30 day share price return of 13.86% and a year to date share price return of 15.10%, while the 5 year total shareholder return is...
ASX:MI6
ASX:MI6Metals and Mining

A Look At Minerals 260 (ASX:MI6) Valuation After Bullabulling Gold Resource Upgrade And Pre‑Feasibility Progress

Minerals 260 (ASX:MI6) is attracting fresh attention after reporting a substantial increase in the Bullabulling gold resource to 4.5 million ounces, supported by extensive drilling, strong cash reserves and a pre-feasibility study targeted for 2026. See our latest analysis for Minerals 260. The recent resource upgrade comes as Minerals 260’s 90 day share price return sits at 48.33%, while its 3 year total shareholder return of 34.85% points to a mixed but improving momentum picture. If this...
ASX:BOE
ASX:BOEOil and Gas

Assessing Boss Energy’s Valuation After Record Honeymoon Output And Lower Uranium Cash Costs

Why Boss Energy is back on investors’ radar Boss Energy (ASX:BOE) has drawn fresh attention after reporting record uranium production and lower cash costs at its Honeymoon project, together with stronger cash flows and steady guidance for output and operating costs. See our latest analysis for Boss Energy. Recent news around record output, lower cash costs and a pending feasibility update has arrived alongside a sharp rebound in the share price, with a 33.11% 1 month share price return and a...
ASX:OBM
ASX:OBMMetals and Mining

Assessing Ora Banda Mining (ASX:OBM) Valuation After New Growth Capital Plans And Guidance Update

Ora Banda Mining (ASX:OBM) is back in focus after approving fresh capital for growth projects and updating its production and cost guidance. These moves are prompting investors to reassess the stock’s near term risk and reward. See our latest analysis for Ora Banda Mining. The latest update has come after a sharp 1 day share price return decline of 11.72% and a 7 day share price return decline of 18.99%, even though the 1 year total shareholder return is 54.22% and the 3 year total...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After First Sentier Exits As Substantial Holder

ARB (ASX:ARB) is back in focus after First Sentier Group and related entities ceased to be substantial holders. This shift could influence boardroom dynamics, governance priorities, and how the market views the company. See our latest analysis for ARB. ARB's recent share register change comes after a mixed stretch for the stock, with a 30 day share price return of 17.93% and a 1 year total shareholder return of 32.33%, which contrasts with the latest 0.35% 1 day gain. If this shift in ARB's...
ASX:ILU
ASX:ILUMetals and Mining

A Look At Iluka Resources (ASX:ILU) Valuation After Impairment Charges And Production Suspension

Iluka Resources (ASX:ILU) has drawn fresh attention after flagging about A$565 million in impairment and inventory charges, suspending output at its Cataby mine and synthetic rutile kiln, and outlining cost cutting alongside rare earths investment. See our latest analysis for Iluka Resources. Those announcements have come on top of existing pressure, with a 1-day share price return of a 3.42% decline and a 7-day share price return of a 22.99% decline, even though the 1-year total shareholder...
ASX:AIS
ASX:AISMetals and Mining

A Look At Aeris Resources’ Valuation After A Robust Quarter And Constellation Project Progress

Why Aeris Resources is back on investor radars Aeris Resources (ASX:AIS) is back in focus after a strong December quarter update, highlighting 10.1kt of copper equivalent production, gold output at Cracow above plan, and meaningful balance sheet repair. The company also completed fresh capital raisings, fully repaid its A$50m WHSP Facility, and reported encouraging exploration outcomes alongside development consent for its Constellation project. This combination gives investors several moving...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR) Valuation After Feasibility Updates And Sandstone Gold Discoveries

Interest in Brightstar Resources (ASX:BTR) has picked up after a run of feasibility updates and early drilling results at its Western Australian gold hubs, including Sandstone. These developments highlight project scale, timing and execution risks for shareholders. See our latest analysis for Brightstar Resources. Those feasibility study updates and early Sandstone drilling results have coincided with strong recent momentum, with a 30 day share price return of 24.75% and a 90 day share price...
ASX:RSG
ASX:RSGMetals and Mining

Weaker 2025 Output and High 2026 Costs Could Be A Game Changer For Resolute Mining (ASX:RSG)

Resolute Mining Limited recently reported its fourth-quarter and full-year 2025 operating and sales results, showing lower ore mined, gold poured, and gold sold compared with the prior year, alongside production guidance of 250,000–275,000 ounces for 2026 at a Group AISC of US$2,000–2,200 per ounce. The combination of weaker 2025 production and sales volumes with relatively high 2026 cost guidance highlights how operational performance and cost pressures are shaping the company’s...
ASX:MQG
ASX:MQGCapital Markets

How RBA Rate Uncertainty and Macquarie AirFinance Sale Could Reframe Macquarie Group’s (ASX:MQG) Risk Profile

In late January 2026, Macquarie Group participated in the Perform 2026 conference while investors monitored the competitive sale process of Macquarie AirFinance, its partly owned aircraft leasing platform, amid heightened attention on the Reserve Bank of Australia's upcoming rate decision. This combination of a potential shift in domestic interest rates and a significant aviation finance transaction highlights how macro policy and portfolio moves can simultaneously influence Macquarie's...
ASX:FEX
ASX:FEXMetals and Mining

Fenix Resources (ASX:FEX) Is Down 7.4% After Issuing FY26 Iron Ore Production And Cost Guidance

Fenix Resources Limited recently issued production guidance for the financial year ending 30 June 2026, targeting total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of A$70/wmt to A$80/wmt FOB Geraldton. This guidance gives investors clearer visibility into Fenix’s expected scale and cost position, providing a reference point for assessing operational efficiency and competitiveness. Next, we’ll examine how this new production and cost guidance shapes Fenix...
ASX:USL
ASX:USLMetals and Mining

Is Unico Silver (ASX:USL) Quietly Reframing Its Risk Profile With a More Hands-On Board?

Unico Silver Limited has appointed Peter Holmes as Executive Director and Chair of the Board’s Technical Committee, and moved Peter Canterbury from Non-Executive to Executive Director, bringing extensive global mining operations, project execution and financing experience into key leadership roles. This reshaping of Unico Silver’s leadership and technical oversight points to a clearer focus on moving Joaquin and Cerro Leon toward feasibility, development approvals and funding...
ASX:360
ASX:360Software

Why Life360 (ASX:360) Is Down 18.9% After Raising FY25 Revenue Guidance On Stronger Monetisation

In January 2026, Life360, Inc. raised its FY25 earnings guidance to expected revenue of US$486–489 million, implying year-on-year growth in the low thirties and surpassing its earlier outlook on the back of stronger-than-anticipated business performance. The company’s preliminary FY25 update highlighted broad-based strength across users, monetisation, and margins, while a new ASX communications contact signalled a refreshed approach to market engagement in Australia. With this upgraded FY25...
ASX:AMP
ASX:AMPDiversified Financial

A Look At AMP (ASX:AMP) Valuation After Blair Vernon Is Named New Group CEO

AMP (ASX:AMP) is back in focus after the board named current Chief Financial Officer Blair Vernon as incoming Group CEO, following Alexis George’s planned retirement after leading the group through transformation and growth. See our latest analysis for AMP. AMP’s leadership announcement comes as the shares trade at A$1.695, with a 1-day share price return of 3.04%, a 30-day share price return of 6.87%, a 1-year total shareholder return of 3.25%, and a 38.31% total shareholder return over...
ASX:BPT
ASX:BPTOil and Gas

How Beach Energy’s FY26 Webcast and CEO Incentives Could Reshape its Investment Narrative (ASX:BPT)

Beach Energy has scheduled the release of its FY26 half-year results and an investor webcast for 5 February 2026, where executives are expected to discuss production, realised commodity prices, guidance, capital expenditure and dividends. Alongside this, the vesting of over one million performance rights for managing director Brett Woods underlines the company’s emphasis on equity-based incentives to align leadership with shareholders. We will now examine how the upcoming earnings webcast...
ASX:ASL
ASX:ASLMetals and Mining

Assessing Andean Silver’s Valuation After High Grade Cerro Bayo Results And A$60 Million Funding Injection

Recent high grade silver gold drilling results and more than A$60 million in fresh funding at the Cerro Bayo project have pushed Andean Silver (ASX:ASL) firmly back onto investor watchlists. See our latest analysis for Andean Silver. The latest drilling results and funding news come against a volatile trading backdrop, with the A$2.15 share price sitting below recent highs after a 1 day share price return decline of 8.12% and a 7 day share price return decline of 17.62%. However, the 90 day...
ASX:WAF
ASX:WAFMetals and Mining

Is Record Cash Flow And Investor Turnover Reframing West African Resources’ (ASX:WAF) Investment Case?

West African Resources recently reported strong quarterly results from its Burkina Faso gold operations, with Kiaka outperforming Sanbrado for the first time and group operating cash flow approaching A$400 million, lifting cash and unsold bullion to more than A$750 million despite higher local taxes and royalties. At the same time, major investors including Mitsubishi UFJ Financial Group and Morgan Stanley ceased being substantial shareholders, reshaping the company’s institutional register...
ASX:TLX
ASX:TLXBiotechs

Does Asian TLX591-Px Expansion Progress Change The Bull Case For Telix Pharmaceuticals (ASX:TLX)?

Telix Pharmaceuticals reported that China’s NMPA has accepted the New Drug Application for its prostate cancer imaging agent TLX591-Px (Illuccix®), supported by a pivotal Phase 3 study in Chinese patients with biochemical recurrence. In parallel, the first patient has now been dosed in a Phase 3 registration study in Japan, highlighting Telix’s push to expand TLX591-Px across major Asian nuclear medicine markets in prostate cancer care. We’ll next examine how this progress toward broader...