ASX:GPT
ASX:GPTREITs

Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has recently launched “Offline” at Queensland’s largest shopping centre, Pacific Fair, turning previously underused space into a rotating, short‑term physical hub for popular online-only brands. This concept highlights GPT’s attempt to blend e-commerce influence with in-person retail, potentially boosting centre vibrancy, tenant appeal and customer engagement. We’ll now explore how repurposing underutilised space for online brands’ pop-up stores may influence GPT Group’s broader...
ASX:CWY
ASX:CWYCommercial Services

Is Goldman’s Recycling-Led Growth Thesis Altering The Investment Case For Cleanaway Waste Management (ASX:CWY)?

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...
ASX:MEI
ASX:MEIMetals and Mining

How The Delayed Caldeira Licence Decision Could Reshape Meteoric Resources’ (ASX:MEI) Rare Earths Narrative

Meteoric Resources NL reported that the vote on the Preliminary Environmental Licence for its Caldeira Rare Earth Project in Minas Gerais, Brazil, was postponed after the state environmental authority requested more time to address questions from the Federal Public Prosecutor's Office. The company highlighted that a comprehensive 3,000-page Environmental Impact Assessment and a favourable technical report from the state regulator underpin its confidence that existing submissions already...
ASX:NEU
ASX:NEUPharmaceuticals

Does Neuren Pharmaceuticals' (ASX:NEU) Pre-IND Delay Hint At Deeper Pipeline Timing Trade-Offs?

Earlier this month, Neuren Pharmaceuticals disclosed that the FDA’s pre-IND meeting for its NNZ-2591 program was pushed back by one month to late January 2026, citing an administrative delay that could modestly affect the development timeline for hypoxic ischemic encephalopathy and other rare neurological indications. This seemingly short postponement is important because NNZ-2591 is Neuren’s second key asset, already granted orphan drug designation in the US and EU, and any shift in its...
ASX:REG
ASX:REGHealthcare

Does Regis’ A$25m Regional Aged Care Sell‑Off Shift The Bull Case For Regis Healthcare (ASX:REG)?

Regis Healthcare has sold its Ayr and Home Hill aged care homes in Far North Queensland to Ozcare, crystallising an expected one-off pre-tax gain of about A$25 million in FY26 and reducing its regional bed count by 156. This divestment marks a shift toward a leaner, city-focused portfolio that analysts suggest could support more efficient operations and improved margins. Next, we’ll examine how Regis’ move away from regional beds toward higher-efficiency metropolitan facilities could...
ASX:DXB
ASX:DXBBiotechs

ASX Penny Stocks To Consider In December 2025

As the Australian market shows signs of a potential rally to close out the year, investors are eyeing opportunities that extend beyond the major indices. Penny stocks, often associated with smaller or newer companies, continue to attract attention for their potential growth and value propositions. Despite being considered an outdated term by some, these stocks remain relevant as they can offer unique opportunities for those looking to explore under-the-radar investments with strong financial...
ASX:RGN
ASX:RGNRetail REITs

Does Region Group’s Ongoing Buy-back Clarify Its Capital Priorities for Investors (ASX:RGN)?

Region Group recently continued its on‑market buy-back of stapled securities, repurchasing more than 8.8 million units, including hundreds of thousands in the latest trading sessions, as part of its capital management efforts. This ongoing buy-back reduces the pool of outstanding securities, which can incrementally increase each remaining holder’s ownership share and influence future per‑security metrics. We’ll now explore how Region Group’s active on‑market buy-back program may affect its...
ASX:RWC
ASX:RWCBuilding

Does Reliance Worldwide’s (ASX:RWC) Pay Revolt Reveal Deeper Questions About Management Alignment?

In recent weeks, Reliance Worldwide’s AGM outcomes have drawn attention as nearly 2 million performance rights lapsed, shareholders delivered a second strike against the remuneration report, and the CEO received a new long-term equity incentive grant. This combination of unmet performance hurdles and visible shareholder pushback on pay has intensified scrutiny of the company’s governance and management alignment with investors. We’ll now examine how this governance tension, especially the...
ASX:ARG
ASX:ARGCapital Markets

Does Argo’s 5% Share Buyback Plan (ASX:ARG) Reshape Its Capital Allocation Narrative?

Argo Investments Limited (ASX:ARG) recently announced a share buyback program authorizing the repurchase of up to 35,018,817 shares, or 5% of its 760,112,620 shares on issue, for capital management purposes through to December 31, 2025. This board-approved capital management move is important because it can reduce the share count over time and signals confidence in the company’s balance sheet strength. We’ll now explore how Argo’s decision to repurchase up to 5% of its shares shapes the...
ASX:TPG
ASX:TPGTelecom

The Bull Case For TPG Telecom (ASX:TPG) Could Change Following Triple Zero Outages And Capital Raise

In recent months, TPG Telecom has faced intense regulatory scrutiny and a Senate inquiry in Australia after multiple Triple Zero (000) emergency call failures involving outdated Samsung devices on its network, with the company working with authorities to investigate possible links to customer deaths and urging tens of thousands of affected users to update their software or replace handsets. At the same time, TPG completed a retail reinvestment plan that raised A$73.40 million to repay bank...
ASX:STK
ASX:STKMetals and Mining

3 ASX Penny Stocks With Market Caps Reaching A$900M

The Australian stock market has faced challenges recently, with the ASX200 underperforming compared to its global peers despite a US Fed Rate Cut. In such conditions, investors often look towards penny stocks as a potential avenue for growth. Although the term "penny stocks" may seem outdated, these smaller or newer companies can offer opportunities when they possess strong financials and clear growth prospects.
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU): Valuation Check After Withdrawing 2025 Synthetic Rutile Production Guidance

Iluka Resources (ASX:ILU) has been back in the spotlight after scrapping its 2025 synthetic rutile production guidance. The company cited an unresolved contract with a key UK customer that rattled investors and amplified recent downgrades. See our latest analysis for Iluka Resources. The guidance withdrawal has accelerated a pullback that was already forming, with a 7 day share price return of minus 8.87 percent and a 30 day share price return of minus 11.94 percent. However, the year to date...