Australian Metals and Mining Stock News

ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy (ASX:AGL) Is Up 11.2% After Cost‑Saving Drive And Dividend Update Has The Bull Case Changed?

In February 2026, AGL Energy reported half-year results showing sales of A$7,044 million and net income of A$94 million, alongside an operational update highlighting improved generation reliability and flexibility. The company also declared a fully franked interim dividend of A$0.24 per share and launched a cost and productivity program targeting A$50 million in annual net operating savings from FY27. We’ll now examine how AGL’s cost reduction program and operational momentum may influence...
ASX:ASX
ASX:ASXCapital Markets

Top ASX Dividend Stocks To Consider In February 2026

As the Australian stock market hovers just above flat, with recent surges pushing the ASX past 9,000 points, investors are keenly observing how global economic indicators and local earnings reports might impact their portfolios. In this environment, dividend stocks can offer a stable income stream and potential for capital appreciation, making them an attractive option for those looking to balance growth with regular returns.
ASX:MLX
ASX:MLXMetals and Mining

Australian Vanadium And 2 Other Promising ASX Penny Stocks

Australian shares are hovering just above flat, with a modest advance expected after the U.S. jobs report exceeded expectations and the ASX surpassed 9,000 points. In today's market, identifying stocks with strong financial foundations is crucial for navigating economic fluctuations and potential growth opportunities. Penny stocks, though often seen as a relic of past market eras, can still offer significant value when backed by solid fundamentals; we'll explore three such promising...
ASX:BRG
ASX:BRGConsumer Durables

Breville Group Valuation Check As Half Year Earnings And Manufacturing Shift Lift Investor Interest

Why this half year result matters for Breville Group (ASX:BRG) Breville Group (ASX:BRG) just released half year earnings, reporting sales of A$1,098.7m and net income of A$98.22m, alongside progress on manufacturing diversification and AI use across the business. See our latest analysis for Breville Group. Breville Group's latest half year result lands after a period of strong short term share price momentum, with a 13.75% 1 month share price return and a 13.59% year to date gain, set against...
ASX:BKI
ASX:BKICapital Markets

Will Higher EPS and a Larger Interim Dividend Change BKI Investment's (ASX:BKI) Narrative

BKI Investment Company Limited recently reported half-year results for the period ended 31 December 2025, with revenue of A$36.04 million and net income of A$34.33 million, and the Board declared an interim ordinary dividend of A$0.0395 per share, payable on 27 February 2026 to shareholders on record as of 10 February 2026. The combination of higher earnings per share and an increased interim dividend suggests the Board is comfortable returning more cash to investors based on the recent...
ASX:LLC
ASX:LLCReal Estate

A Look At Lendlease Group’s Valuation As CEO Succession Plans Take Shape

Lendlease Group (ASX:LLC) has become a focus for investors after the company said CEO Tony Lombardo will step down in August 2026, with an international search underway for his successor. See our latest analysis for Lendlease Group. The CEO succession news comes after a period of weak momentum, with a 30 day share price return of -8.71% and a 1 year total shareholder return decline of 27.66%, pointing to ongoing selling pressure despite earlier management changes. If this leadership reshuffle...
ASX:FFM
ASX:FFMMetals and Mining

Is FireFly Metals’ Narrower Loss And Capital Tidy-Up Reframing Its Investment Story (ASX:FFM)?

FireFly Metals Ltd reported half-year results for the period ended 31 December 2025, cutting its net loss to A$727,000 from A$5.73 million a year earlier, with basic and diluted loss per share from continuing operations narrowing to A$0.0011 from A$0.011. At the same time, the company simplified its capital structure through the lapse of more than one million performance rights that did not meet vesting conditions, modestly reducing potential future dilution for shareholders. We’ll now...
ASX:KPG
ASX:KPGProfessional Services

Kelly Partners Group Holdings H1 2026 Margin Compression Tests Bullish Valuation Narratives

Kelly Partners Group Holdings (ASX:KPG) has just posted its H1 2026 numbers, with total revenue of A$69.68 million and basic EPS of A$0.020, alongside net income from continuing operations of A$0.914 million. The group has seen revenue move from A$55.28 million in H2 2024 to A$64.93 million in H1 2025 and then A$69.68 million in H2 2025, while basic EPS shifted from A$0.040 to A$0.056 and then A$0.020 over those same halves. This gives a clearer view of how the top line and EPS have tracked...
ASX:HUM
ASX:HUMConsumer Finance

Humm Group ASX HUM Net Margin Rebound Tests Sustainability Of Bullish Earnings Narrative

Humm Group (ASX:HUM) has put fresh numbers on the table for H1 2026, with the latest half year showing revenue of A$133.9 million, basic EPS of A$0.021 and net income of A$6.9 million, alongside a current share price of A$0.73. The company has seen revenue shift from A$125.1 million in H2 2024 to A$147.5 million in H1 2025 and then A$133.9 million in H2 2025, while basic EPS moved from A$0.012 in H2 2024 to A$0.043 in H1 2025 and A$0.021 in H2 2025. The latest release therefore lands in a...
ASX:STO
ASX:STOOil and Gas

Santos Reserve Shift And CCS Expansion Reshape Earnings And Risk Profile

Santos Limited (ASX:STO) reports a significant increase in developed reserves for the year. The company expands carbon capture and storage capacity in the Cooper Basin. Management highlights progress in resource conversion efficiency and low carbon initiatives. Santos is a major oil and gas producer with core operations in Australia, and its latest update on developed reserves and carbon capture capacity speaks directly to how its asset base is evolving. For investors tracking energy names,...
ASX:SUN
ASX:SUNInsurance

Is Suncorp (ASX:SUN) Quietly Redefining Its Risk Profile With Deeper Insurance‑Banking Integration?

Suncorp Group recently reported expanded earnings and reaffirmed its position in the ASX 50, highlighting its integrated insurance and banking model as a core foundation for its operations. A key takeaway from this update is Suncorp's emphasis on ecosystem-style integration and operational efficiency, aiming to better coordinate services across its financial businesses. We'll now explore how Suncorp's earnings expansion and integrated insurance-banking focus could influence its existing...
ASX:SDF
ASX:SDFInsurance

Is Leadership Turbulence Reframing Steadfast Group’s (ASX:SDF) Long-Term Governance and Risk Narrative?

Steadfast Group recently experienced a period of leadership uncertainty after its Managing Director stepped aside following a workplace complaint investigation, prompting the appointment of Tim Mathieson as acting CEO ahead of the upcoming half-year results. This episode highlights how governance and leadership stability can quickly become as important as earnings expectations when investors assess Steadfast’s longer-term prospects. We’ll now consider how this leadership uncertainty may...
ASX:WAF
ASX:WAFMetals and Mining

Does West African Resources' (ASX:WAF) Shifting Institutional Register Recast Its Risk‑Reward Story for Investors?

In early February 2026, filings showed Mitsubishi UFJ Financial Group ceased to be a substantial shareholder in West African Resources, while entities linked to First Sentier Group Limited and Morgan Stanley increased their holdings, reshaping the company’s institutional register. This reshuffling of major shareholders highlights shifting institutional appetite for exposure to West African gold producers, potentially affecting liquidity, analyst coverage and how the company is perceived by...
ASX:GEM
ASX:GEMConsumer Services

Assessing G8 Education’s Valuation After Goodwill Impairment And Suspended Capital Returns

G8 Education (ASX:GEM) has drawn attention after announcing an A$350 million non cash goodwill impairment, suspending its final dividend and pausing its on market buyback, while keeping FY25 EBIT guidance unchanged. See our latest analysis for G8 Education. Those capital management changes have come alongside a sharp reset in expectations, with the 7 day share price return of 26.15% and 30 day share price return of 30.94% declines feeding into a 1 year total shareholder return decline of...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation After New Ryoncil Data And Planned Adult Pivotal Trial

Mesoblast (ASX:MSB) has presented new clinical data for its lead therapy Ryoncil to investors, highlighting high survival outcomes in steroid refractory acute graft versus host disease across both pediatric and adult patients. See our latest analysis for Mesoblast. The new Ryoncil data lands after a mixed period for Mesoblast shares, with a 10.36% 90 day share price return contrasting with an 11.55% year to date share price decline and a very large 3 year total shareholder return. This...
ASX:PRU
ASX:PRUMetals and Mining

Assessing Perseus Mining’s Valuation After Q2 Sales, Production Results And Reaffirmed Guidance

Why Perseus Mining’s latest quarter matters for investors Perseus Mining (ASX:PRU) has drawn attention after releasing detailed sales and production numbers for the December 2025 quarter and full year, alongside reaffirmed gold production guidance for the 2026 financial year. See our latest analysis for Perseus Mining. The reaffirmed production guidance appears to have landed well with the market, with a 3% 1 day share price return and 9.6% 90 day share price return building on a very large 5...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Strong Half Year Results And Guidance Update

Northern Star Resources (ASX:NST) just released half year earnings that drew attention to higher sales, higher net income and earnings per share, alongside updated guidance and capital plans following Q2 operational issues. See our latest analysis for Northern Star Resources. At a share price of A$28.26, Northern Star Resources has logged an 11.13% 1 month share price return and a 59.03% 1 year total shareholder return. This suggests momentum has been building around its recent earnings...
ASX:BML
ASX:BMLMetals and Mining

How Investors Are Reacting To Boab Metals (ASX:BML) A$60m Follow-On Equity Raise

Boab Metals Limited has completed a follow-on equity offering, raising A$60,000,000 through the issue of 150,000,000 ordinary shares at A$0.40 each via a subsequent direct listing. This sizeable capital injection could be important for funding future project work or expansion plans, which may influence how investors view the company’s prospects. We’ll now look at how this A$60,000,000 capital raise shapes Boab Metals’ investment narrative and potential project development trajectory. This...
ASX:PME
ASX:PMEHealthcare Services

Profit Surge and Expanding Margins Could Be A Game Changer For Pro Medicus (ASX:PME)

Pro Medicus Limited has reported its half-year results to 31 December 2025, with sales rising to A$124.78 million, revenue to A$128.94 million and net income to A$171.22 million, alongside higher basic and diluted earnings per share versus the prior year period. The sharp increase in net income relative to revenue suggests a substantial uplift in profitability, raising questions about the underlying drivers of this margin expansion. With net income now far exceeding the prior year’s level,...
ASX:AMP
ASX:AMPDiversified Financial

How Investors May Respond To AMP (ASX:AMP) Softer 2025 Earnings Amid Ongoing Business Transformation

AMP Limited has released its full-year 2025 results, reporting revenue of A$2,811 million and net income of A$133 million, with both basic and diluted earnings per share from continuing operations easing compared with 2024. The modest step down in profitability, set against AMP’s ongoing transformation and product investment, gives a clearer picture of how its reshaped business is currently converting revenue into shareholder earnings. We’ll now consider how softer full-year earnings,...
ASX:ANZ
ASX:ANZBanks

Is Upgraded ADR Sentiment Reshaping The Investment Case For ANZ Group Holdings (ASX:ANZ)?

In recent days, ANZ Group Holdings has drawn fresh attention as a mature, dividend-paying Australian bank, while also announcing the departure of director Graham Hodges ahead of its first-quarter trading update released on 12 February 2026. At the same time, its sponsored ADR has seen a marked improvement in analyst sentiment, reflected in upgraded full-year earnings estimates and a top-tier research ranking, positioning ANZ as a banking option for investors seeking exposure beyond the US...
ASX:CYL
ASX:CYLMetals and Mining

Assessing Catalyst Metals (ASX:CYL) Valuation After Leadership Change And Strong Recent Returns

Leadership change at Catalyst Metals Catalyst Metals (ASX:CYL) has announced that Mark Connelly will replace David Jones as Independent Non Executive Director and Chair from 2 March 2026, following a transition period through February. See our latest analysis for Catalyst Metals. At a share price of A$7.95, Catalyst Metals has seen a 10.7% 1 month share price return and a very strong 1 year total shareholder return of 96.3%. This suggests momentum has been building as investors react to...
ASX:PNV
ASX:PNVMedical Equipment

ASX Penny Stocks To Watch In February 2026

The Australian stock market is navigating a period of cautious optimism, with shares hovering just above flat following a stronger-than-expected U.S. jobs report and recent advances past the 9,000-point mark on the ASX. In light of these developments, investors are increasingly interested in exploring opportunities beyond traditional large-cap stocks. Although "penny stocks" might seem like an outdated term, they continue to represent smaller or less-established companies that can offer...