ASX:IPX
ASX:IPXMetals and Mining

IperionX’s Valuation After New U.S. Army Titanium Parts Order From American Rheinmetall

IperionX (ASX:IPX) is back on investor radars after securing a US$0.3 million prototype order from American Rheinmetall to supply 700 recycled titanium parts for U.S. Army heavy ground combat systems. See our latest analysis for IperionX. The American Rheinmetall order arrives after a strong run in the shares, with a 1 month share price return of 50.54% and a year to date share price return of 44.56%, while the 1 year total shareholder return of 112.44% and very large 3 year and 5 year total...
ASX:S32
ASX:S32Metals and Mining

Assessing South32’s Valuation As Manganese Recovers And Mozal Faces Planned Shutdown

South32 (ASX:S32) is back in focus after a faster than expected recovery at its Australian manganese operations following cyclone disruptions, alongside plans to halt production at its Mozal aluminium smelter in Mozambique. See our latest analysis for South32. Those production updates appear to sit alongside a strong run in the shares, with a 30 day share price return of 25.07% and a 90 day share price return of 35.49%. The 1 year total shareholder return of 27.86% and 5 year total...
ASX:NST
ASX:NSTMetals and Mining

How Investors May Respond To Northern Star Resources (ASX:NST) Guidance Cut And Rising Cost Pressures

Northern Star Resources recently appointed Joanne McDonald as Joint Company Secretary while also cutting its FY26 gold production guidance and flagging higher all-in sustaining costs due to operational disruptions and increased royalties. This combination of governance strengthening and operational headwinds, including equipment breakdowns at the Kalgoorlie Super Pit ahead of a planned mill expansion, has sharpened focus on the company’s near-term operating resilience. We’ll now examine how...
ASX:BHP
ASX:BHPMetals and Mining

How Higher Jansen Capex And Upgraded Copper Outlook At BHP Group (ASX:BHP) Has Changed Its Investment Story

BHP Group’s latest update confirmed that the Jansen Stage 1 potash project budget has risen to US$8.40 billion, while first production remains targeted for mid‑2027, alongside record half‑year copper and iron ore output and a higher copper production guidance range for fiscal 2026. The review shows Jansen Stage 1 is around three‑quarters complete with expected margins above 60%, underlining how capital‑intensive growth projects can still be framed as low‑cost, long‑life options within BHP’s...
ASX:BPT
ASX:BPTOil and Gas

Should Beach Energy’s Production Dip and New Debt-Funded Drilling Plan Matter to (ASX:BPT) Investors?

Beach Energy’s latest quarterly update showed a 9% quarter-on-quarter production fall driven by lower Otway Basin gas output, reduced oil liftings and softer LNG pricing, partly offset by higher realised gas prices, while flood-hit operations were largely restored and the Waitsia Gas Plant began exporting gas. An interesting angle is Beach Energy’s expanded 12-well Cooper Basin drilling campaign and A$300 million term loan, which together underline its commitment to funding growth across...
ASX:SVM
ASX:SVMMetals and Mining

Assessing Sovereign Metals' Valuation After Kasiya Rare Earth Tailings Breakthrough

Why the Kasiya rare earths update matters for Sovereign Metals (ASX:SVM) Sovereign Metals (ASX:SVM) has drawn fresh attention after confirming it can recover high-value heavy rare earths from tailings at its Kasiya project, effectively adding a third critical mineral stream. For you as an investor, this kind of development changes how Kasiya is framed. It shifts the project from a rutile and graphite story into a broader critical materials project tied to advanced technology supply...
ASX:BSL
ASX:BSLMetals and Mining

Will BlueScope’s A$438m Special Dividend Change BlueScope Steel's (ASX:BSL) Capital Allocation Narrative

Earlier in January 2026, BlueScope Steel Limited announced it would return A$438 million in surplus cash to shareholders via an unfranked special dividend of A$1.00 per share, with shares trading ex-dividend from 20 January, a record date of 21 January and payment scheduled for 24 February. This one-off cash return highlights BlueScope’s current capital management priorities and raises questions about how the company balances reinvestment with shareholder distributions. We’ll now examine how...
ASX:360
ASX:360Software

Life360 (ASX:360) Valuation Check After Upgraded 2025 Guidance And Sharp Share Price Rebound

Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook. See our latest analysis for Life360. The upgraded guidance has arrived alongside a sharp shift in sentiment, with Life360’s 1 day share price return of 27.37% lifting the A$33.79 stock after a 90 day share price return decline of 29.47%. At the same time, the 1 year total shareholder return of...
ASX:VEA
ASX:VEAOil and Gas

Assessing Viva Energy Group’s Valuation After Leadership Transition And New Board Appointments

Leadership changes at Viva Energy Viva Energy Group (ASX:VEA) has announced a planned board transition, with long-serving Chair the Honourable Robert Hill AC retiring in March 2026 and current director Dr Sarah Ryan FTSE appointed as Chair elect. Dr Ryan, who joined the Viva Energy board in 2018, brings more than 30 years of global energy sector and investment management experience. Incoming Independent Non Executive Director Alistair Bell adds extensive commercial and financial leadership...
ASX:COL
ASX:COLConsumer Retailing

A Look At Coles Group’s Valuation As Goldman Sachs Starts Coverage With A Neutral Rating

Coverage initiation puts Coles Group (ASX:COL) in focus Goldman Sachs has initiated coverage on Coles Group (ASX:COL) with a Neutral rating, citing regulatory risks from federal court proceedings on discounting practices and highlighting margin pressure from higher wage costs and increased scrutiny. See our latest analysis for Coles Group. Coles Group’s 1 year total shareholder return of 12.61% and 3 year total shareholder return of 33.89% sit against weaker recent momentum, with a 90 day...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation As Investors Position For Quarterly Report And Stronger Oil Prices

Woodside Energy Group (ASX:WDS) has been in focus as its share price moved alongside stronger oil prices and a broader rally in energy stocks, with attention fixed on its late January quarterly report. See our latest analysis for Woodside Energy Group. At around A$24.20, Woodside’s recent 2.9% 1 day share price return and 4.0% 30 day share price return contrast with a slightly negative 90 day move. The 1 year total shareholder return of 3.7% and 5 year total shareholder return of 37.2% point...
ASX:DMP
ASX:DMPHospitality

A Look At Domino’s Pizza Enterprises (ASX:DMP) Valuation After Leadership Changes Aimed At Turnaround Efforts

Domino's Pizza Enterprises (ASX:DMP) has reshaped its leadership in Australia and New Zealand, appointing Merrill Pereyra as regional CEO and expanding George Saoud’s remit to include group operations and supply chain oversight. See our latest analysis for Domino's Pizza Enterprises. The leadership reshuffle comes after a period where momentum in the share price has picked up, with a 90 day share price return of 57.10% and a 30 day share price return of 12.18%. At the same time, the 1 year...
ASX:PEN
ASX:PENOil and Gas

Is Peninsula Energy’s (ASX:PEN) Lance Acidification Reset Quietly Redefining Its Long-Term Uranium Strategy?

Peninsula Energy, through its subsidiary Strata Energy, has begun the acidification process at Header House 16 as part of a production reset for mine unit 4 at the Lance uranium project in the US, marking the restart of leaching activities after a five-year pause. This step is expected to yield crucial data on ore grade and recovery curves, helping to shape the Lance project's medium- and longer-term development profile. We’ll now examine how the start of acidification and the resulting...
ASX:USL
ASX:USLMetals and Mining

Unico Silver (ASX:USL) Is Down 6.5% After Major Capital Raise And Joaquin De-risking Update – Has The Bull Case Changed?

Unico Silver recently reported accelerated growth and de-risking at its Joaquin silver project in Santa Cruz, Argentina, underpinned by strong drilling results and progression to pre-feasibility study assessments. The company also raised about A$50,000,000 before costs through a A$40,000,000 institutional placement and an upsized Share Purchase Plan, materially bolstering funding for project advancement. We’ll now examine how this sizeable capital raising and shift toward pre-feasibility...
ASX:PLS
ASX:PLSMetals and Mining

How Lithium Price Rebound And Ownership Shifts At PLS Group (ASX:PLS) Have Changed Its Investment Story

In recent weeks, PLS Group Ltd, the ASX-listed lithium producer formerly known as Pilbara Minerals, has seen ownership reshuffling by major shareholder AustralianSuper while preparing its December-quarter activities report and investor webcast, scheduled for 30 January 2026. At the same time, improving sentiment in battery metals and a rally in global lithium prices have sharpened investor focus on whether PLS Group’s upcoming operating update confirms that spot pricing is feeding through...
ASX:WOW
ASX:WOWConsumer Retailing

Assessing Woolworths Group’s Valuation After Goldman Sachs Coverage Highlights Core Supermarket Improvements

Goldman Sachs has initiated coverage of Woolworths Group (ASX:WOW), highlighting improving product and shelf availability in its Australian Supermarket operations, while investors are also watching its market position, earnings resilience and dividend profile. See our latest analysis for Woolworths Group. Those operational comments from Goldman Sachs sit against a share price that has gained 15.12% over the past 90 days and 4.70% over the past 30 days. The latest close is A$30.76 and the 1...
ASX:CCL
ASX:CCLDiversified Financial

Cuscal And 2 Other Promising Penny Stocks On The ASX

The Australian market is experiencing a period of hesitancy, with traders reflecting on recent global events and economic indicators, including mixed unemployment figures and international trade tensions. Amidst this backdrop, investors often look to penny stocks as a potential avenue for growth, despite the term's outdated connotations. These smaller or newer companies can offer unique opportunities when they demonstrate strong financial health; in this article, we will explore three such...
ASX:AMP
ASX:AMPDiversified Financial

Leadership Transition From CFO To CEO Could Be A Game Changer For AMP (ASX:AMP)

AMP Limited has announced that current Chief Financial Officer Blair Vernon will become Group CEO, succeeding Alexis George, who plans to retire from executive roles on 30 March 2026 after leading the group since August 2021. Vernon’s elevation from CFO and former Group Executive Transformation, where he led AMP’s simplification program and major divestments, signals an emphasis on continuity in executing the existing transformation agenda. We’ll now examine how Vernon's transformation track...
ASX:STO
ASX:STOOil and Gas

Is Barossa’s First LNG Cargo and Pikka Progress Altering The Investment Case For Santos (ASX:STO)?

Santos has recently begun exporting liquefied natural gas from its Barossa project to Japan, marking a major step-up in its LNG operations alongside higher quarterly production and sales. This milestone, combined with progress at the Pikka oil project in Alaska, strengthens Santos’ profile as a multi-asset producer with growing operational scale. We’ll now examine how Barossa’s first LNG cargo and its ramp-up potential shape Santos’ broader investment narrative and risk profile. The best...
ASX:AMH
ASX:AMHCapital Markets

AMCiL H1 2026 Earnings High 70% Net Margin Supports Bullish Profitability Narrative

AMCiL (ASX:AMH) has put fresh numbers on the table for H1 2026, with trailing 12 month revenue at A$10.248 million and basic EPS of A$0.022709. This compares with prior half year figures that ranged from A$4.758 million to A$4.918 million in revenue and EPS between A$0.009823 and A$0.011277. Over recent halves the company has seen revenue remain in a tight A$4.758 million to A$4.918 million band, while net income excluding extra items sat between A$3.106 million and A$3.573 million. This sets...