ASX:WOW
ASX:WOWConsumer Retailing

Could NZ Grocery Code Scrutiny Subtly Reshape Woolworths Group’s (ASX:WOW) Supplier Power Balance?

Earlier this week, New Zealand’s Commerce Commission warned Woolworths Group that its product delisting and range review processes risked breaching the Grocery Supply Code, prompting the retailer to update procedures and cooperate with the regulator. This intervention shines a light on how regulatory expectations in New Zealand could shape Woolworths’ supplier relationships and operational practices across its supermarket network. We’ll now examine how this regulatory scrutiny over delisting...
ASX:S32
ASX:S32Metals and Mining

Does South32 (ASX:S32) Manganese Rebound Offset Risks From Its Mozal Energy Standoff?

South32 recently reported a quicker-than-expected recovery at its Australian manganese operations after cyclone damage, while also confirming a temporary shutdown of the Mozal aluminium smelter in Mozambique following unsuccessful power price negotiations and associated one-off costs. This combination of stronger manganese output and the upcoming smelter closure has sharpened investor focus on how South32 balances operational resilience with cost and energy-related risks across its global...
ASX:QOR
ASX:QORSoftware

Qoria’s Valuation After Quarterly Update And Sharp Share Price Reset

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Valuation Check As ARR Growth Plans And New UK Wins Support Long Term Outlook

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...
ASX:NVX
ASX:NVXElectronic

A Look At Novonix's Valuation After Lost Stellantis Deal And Delayed Panasonic Production Timeline

NOVONIX (ASX:NVX) is back in focus after losing a large supply agreement with Stellantis and delaying the expected start of mass production for Panasonic-linked anode material until the second half of 2027. See our latest analysis for NOVONIX. The setbacks with Stellantis and the delayed Panasonic ramp up come against a backdrop of weaker trading momentum, with a 90 day share price return of 40.29% decline and a 1 year total shareholder return of 27.83% loss. The 5 year total shareholder...
ASX:DTR
ASX:DTRMetals and Mining

Why Dateline Resources (ASX:DTR) Is Up 12.0% After Insider-Backed A$35m Colosseum Project Raise

Dateline Resources Limited recently completed a A$35.03 million follow-on equity offering of 113,000,000 ordinary shares at A$0.31 each, alongside the quotation of additional shares issued from exercised options. The raise, which included meaningful participation from senior management and directors, positions the company to accelerate work on its Colosseum gold project, including advancing feasibility studies, exploration, and ordering long-lead items for a potential mine restart and U.S...
ASX:APX
ASX:APXIT

Appen’s Valuation After Renewed AI Interest And Investor Focus On Upcoming Earnings

Why Appen’s latest price move has investors watching earnings closely Appen (ASX:APX) jumped 10.70% in pre market trading on 24 January 2026, as heavier volumes and renewed interest in its AI data services pushed attention toward the company’s upcoming earnings announcement. For current and potential shareholders, that price reaction turns the next earnings release into a key moment, because it may offer clearer insight into how Appen’s operations and revenue are tracking. See our latest...
ASX:GMD
ASX:GMDMetals and Mining

Is Genesis Minerals (ASX:GMD) Leveraging ASX 200 Inclusion To Redefine Its Investor Engagement Strategy?

Genesis Minerals has flagged the upcoming release of its December 2025 quarterly report on 29 January 2026, accompanied by a same-day investor teleconference and live audio stream to update the market on operations and financials. Combined with Genesis Minerals’ recent inclusion in the ASX 200 index, these disclosures highlight the company’s growing visibility and emphasis on direct investor engagement. With these developments in focus, we’ll now examine how ASX 200 index inclusion may...
ASX:AFI
ASX:AFICapital Markets

Did AFIC's Bigger Buyback and Higher Dividend Just Redefine Australian Foundation Investment's (ASX:AFI) Capital Priorities?

Australian Foundation Investment Company Limited has reported half-year 2025 results, with revenue of A$171.76 million and net income of A$146.89 million, alongside authorising a share buyback of up to 111,898,784 shares and declaring an ordinary dividend of A$0.145 per share payable in February 2026. By pairing a large capital management initiative with a higher interim dividend after slightly lower earnings, the company is emphasising shareholder returns despite a modest year-on-year...
ASX:APA
ASX:APAGas Utilities

Is APA Group’s Hydrogen and Renewable Gas Push Altering The Investment Case For APA Group (ASX:APA)?

In recent months, APA Group has advanced capital expenditure on gas transmission upgrades and integration of acquired assets, reinforcing its position in regulated gas infrastructure with inflation-linked tariffs and stable cash flows. At the same time, the company’s progress on hydrogen and renewable gas initiatives has drawn attention to its role in enabling the energy transition while leveraging its existing pipeline network. We’ll now examine how APA Group’s push into hydrogen and...
ASX:NWL
ASX:NWLCapital Markets

How Investors Are Reacting To Netwealth Group (ASX:NWL) After Jefferies’ Upgrade On Client Momentum

Jefferies recently upgraded Netwealth Group to a Buy rating, citing the platform provider’s continued success in winning new business despite the fallout from the First Guardian compensation issue. The decision highlights how Netwealth’s ability to maintain strong client acquisition momentum is influencing broader analyst sentiment toward the company’s long-term growth prospects. We’ll now examine how this renewed analyst confidence in Netwealth’s client acquisition momentum shapes the...
ASX:KCN
ASX:KCNMetals and Mining

A Look At Kingsgate Consolidated’s Valuation After Consistent Chatree Production Results

Operating update and why it matters for Kingsgate Consolidated shares Kingsgate Consolidated (ASX:KCN) has drawn fresh attention after releasing December 2025 quarter and first half fiscal 2026 production results, with the Chatree mine again delivering more than 20,000 ounces of gold. See our latest analysis for Kingsgate Consolidated. The production update comes after a strong run in Kingsgate Consolidated’s shares. The latest A$6.83 price follows a 30 day share price return of 21.53% and a...
ASX:CHN
ASX:CHNMetals and Mining

Assessing Chalice Mining (ASX:CHN) Valuation After Gonneville Updates And Major Managing Director Share Sale

Investor focus on Chalice Mining (ASX:CHN) has sharpened following detailed updates on its Gonneville palladium nickel copper project, as well as the Managing Director’s sale of 1.5 million shares, with each development carrying different implications for risk and opportunity. See our latest analysis for Chalice Mining. These Gonneville updates and the Managing Director’s 1.5 million share sale come after a 7 day share price return of 10.71% and a 1 year total shareholder return of 106.67%,...
ASX:CYL
ASX:CYLMetals and Mining

What Does a Director’s A$9.2m Sale Reveal About Catalyst Metals' (ASX:CYL) Board Confidence?

Catalyst Metals has disclosed that director Robin Scrimgeour sold one million shares on market between 20 and 23 January 2026, cutting his indirect holding from five million to four million shares and raising about A$9.22 million through Citicorp Nominees. The company emphasised that the sizeable insider sale complied with disclosure rules and occurred outside closed periods, highlighting a planned and transparent transaction rather than one constrained by trading windows. We’ll now examine...
ASX:XRO
ASX:XROSoftware

How Xero’s New AI Analytics Push Will Impact Xero (ASX:XRO) Investors

In January 2026, Xero launched new AI-powered analytics globally, integrating capabilities from its 2024 Syft acquisition to deliver enterprise-grade dashboards, visualisations, cash flow tools, and AI-generated financial insights directly within its small-business accounting platform. This move highlights how Xero is using AI, including its JAX “financial superagent,” to make complex financial analysis more accessible to non-specialist business owners. We’ll now examine how this push into...
ASX:CXO
ASX:CXOMetals and Mining

Is Core Lithium’s (ASX:CXO) Lithium Price Sensitivity a Strategic Edge or a Structural Vulnerability?

Core Lithium recently experienced a sharp pullback as falling lithium prices and technical selling pressure weighed on sentiment toward its near-term earnings and cost profile. The episode highlights how tightly Core Lithium’s market perception is linked to movements in Chinese lithium carbonate prices and short-term trading flows. We’ll now examine how this link between Core Lithium’s outlook and lithium price volatility shapes the company’s broader investment narrative. This technology...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Valuation Check As Major Telfer Drilling Milestones And Assay Results Draw Attention

Greatland Resources (ASX:GGP) is back in focus after reporting progress on what it calls the largest annual drilling program in Telfer’s history, along with assay updates and expansion drilling at West Dome. See our latest analysis for Greatland Resources. Those drilling milestones sit alongside a strong run in the stock, with a 1 day share price return of 7.64% feeding into a 90 day share price return of 82.70%, suggesting momentum has been building rather than fading. If Greatland’s...
ASX:ALL
ASX:ALLHospitality

A Look At Aristocrat Leisure’s Valuation As Its On‑Market Buy‑Back Continues

Why Aristocrat Leisure’s latest buy-back matters now Aristocrat Leisure (ASX:ALL) has drawn fresh attention after updating the market on its on-market share buy-back, confirming the repurchase of 163,178 shares in the most recent trading session. This takes total shares bought back under the program to 11.63 million, a level that gives investors a concrete reference point for how actively the company is using excess capital to reduce its share count. See our latest analysis for Aristocrat...