Australian Metals and Mining Stock News

ASX:BHP
ASX:BHPMetals and Mining

Upgraded Copper Outlook And Antamina Silver Stream Could Be A Game Changer For BHP Group (ASX:BHP)

Earlier this week, BHP Group reported half-year 2026 results showing higher sales of US$27,902 million and net income of US$5,640 million, with copper surpassing iron ore as its main earnings driver, alongside a US$0.73 per share interim dividend and upgraded copper production guidance into 2027. The company also entered a US$4.30 billion silver streaming agreement over Antamina output with Wheaton Precious Metals, unlocking cash from a non-core by-product to fund copper and potash growth...
ASX:CIN
ASX:CINCapital Markets

Carlton Investments (ASX:CIN) High 93.5% Margin Reinforces Earnings Heavy Narrative

Carlton Investments (ASX:CIN) H1 2026 Earnings Snapshot Carlton Investments (ASX:CIN) has posted H1 2026 results that keep its earnings story in focus, with trailing 12 month net income at A$39.5 million and basic EPS at A$1.49, set against a current share price of A$36. Looking back, the company has seen half year revenue move from A$20.1 million and EPS of A$0.72 in H2 2024 to A$21.9 million and EPS of A$0.77 in H1 2025, while the latest reported half year, H2 2025, showed revenue of A$19.7...
ASX:SEK
ASX:SEKInteractive Media and Services

Seek H1 2026 Preview Trailing EPS Loss Tests Bullish Profitability Narratives

SEEK H1 2026 Earnings: Headline Results SEEK (ASX:SEK) has posted its H1 2026 numbers, with investors looking back to the recent H2 2025 performance, where revenue was A$560.8 million and basic EPS came in at A$0.28, alongside net income from ongoing operations of A$98.5 million. The company reported revenue of A$526.1 million in H2 2024 and A$560.8 million in H2 2025, while EPS shifted from a loss of A$0.25 to a profit of A$0.28 over the same halves. This sets the scene for a results season...
ASX:JDO
ASX:JDOBanks

Judo Capital Holdings ASX JDO Net Interest Margin Improvement Tests Bullish Growth Narrative

Judo Capital Holdings (ASX:JDO) has put up a solid H1 2026 scorecard, with revenue of A$205.6 million and net income of A$59.9 million, translating to basic EPS of A$0.053504 and setting the tone for how the rest of the year might look. The bank has seen revenue move from A$172.1 million in H1 2025 to A$175.3 million in H2 2025 and then to A$205.6 million in H1 2026, while basic EPS has stepped from A$0.036738 to A$0.040714 to A$0.053504 over the same periods, giving investors a clear view of...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths Group (ASX:WOW) Valuation In Focus As Half Year Results And Legal Issues Approach

Why Woolworths Group is in focus ahead of half year results Woolworths Group (ASX:WOW) is back in the spotlight after its share price slipped 0.84% on Friday, with investors gearing up for the half year results due on 25 February. The upcoming numbers matter because the market is watching three things at once: how food sales are holding up, how heavy discounting is affecting margins, and whether guidance changes, all while regulatory and class action issues sit in the background. See our...
ASX:TWE
ASX:TWEBeverage

Treasury Wine Estates (ASX:TWE) Is Down 11.4% After US Impairment, Dividend Halt And Cost Reset – Has The Bull Case Changed?

Treasury Wine Estates reported half-year 2025 sales of A$1,309.6 million, swung to a net loss of A$649.4 million due to a non-cash US impairment, and suspended its interim dividend. Management has responded with a multi-year “TWE Ascent” transformation program targeting A$100 million in cost savings and a reshaped US distribution footprint. Next, we’ll examine how the large US asset impairment and dividend suspension reshape Treasury Wine Estates’ previously optimistic investment...
ASX:NHC
ASX:NHCOil and Gas

Is New Hope’s (ASX:NHC) Sales‑Production Mix Quietly Reframing Its Core Investment Narrative?

New Hope Corporation Limited has released unaudited results for the quarter and year to date ended January 31, 2026, reporting quarterly coal sales of 2,895,000 tons and year‑to‑date sales of 5,571,000 tons, alongside saleable coal production of 2,766,000 tons for the quarter. An interesting detail for investors is that year‑to‑date coal sales of 5,571,000 tons slightly exceeded the 5,411,000 tons reported a year earlier, while ROM production was marginally lower. We’ll now examine how this...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Is Up 16.7% After Lifting 2026 Gold-Equivalent Production Guidance - What's Changed

In February 2026, Alkane Resources reported half-year results showing A$403.95 million in sales and A$64.9 million in net income, alongside second-quarter production of 43,663 ounces of gold equivalent and an all-in sustaining cost of A$2,841 per ounce. At the same time, the company issued fiscal 2026 guidance targeting 149,000–161,000 ounces of gold and 155,000–168,000 ounces of gold equivalent, giving investors clearer visibility on anticipated output across its gold and antimony...
ASX:S32
ASX:S32Metals and Mining

How Stronger Earnings and Higher Dividends At South32 (ASX:S32) Have Changed Its Investment Story

In February 2026, South32 reported stronger half-year earnings of US$464 million, lifted basic EPS to US$0.103, and declared a fully franked interim dividend of US 3.9 cents per share, with payment scheduled for 2 April 2026. At the same time, the company outlined detailed multi-year production guidance across aluminium, copper, zinc, silver and manganese, giving investors clearer visibility on volumes while progressing projects such as Taylor and Hermosa and managing power-related...
ASX:TLX
ASX:TLXBiotechs

Is Telix (ASX:TLX) Using TLX101-Px To Quietly Reframe Its Brain Oncology Positioning?

On 17 February 2026, Telix Pharmaceuticals announced it had submitted a European marketing authorization application for TLX101-Px, an 18F-FET PET imaging agent for glioma, targeting major markets and aligning elements with a forthcoming U.S. FDA filing. This move seeks to transform a physician-supervised, hospital-only imaging setup into a commercially distributed product, potentially broadening access to advanced brain cancer imaging and supporting Telix's glioblastoma therapy...
ASX:BOT
ASX:BOTPharmaceuticals

A Look At Botanix Pharmaceuticals (ASX:BOT) Valuation After Its A$45m Follow On Equity Offerings

Botanix Pharmaceuticals (ASX:BOT) has drawn fresh attention after filing multiple follow on equity offerings totaling A$45 million. The company is issuing new ordinary shares at A$0.06 with attached options that could reshape its capital structure. See our latest analysis for Botanix Pharmaceuticals. That equity raising lands after a sharp reset in sentiment, with a 1 day share price return showing a 41.33% decline at the latest A$0.066 close and a 1 year total shareholder return of 86.80%...
ASX:PME
ASX:PMEHealthcare Services

A Look At Pro Medicus (ASX:PME) Valuation After Half Year Results And Interim Dividend Announcement

Pro Medicus (ASX:PME) is back in focus after releasing half year 2025 results alongside an interim dividend, giving investors fresh numbers on sales, earnings and cash returns via a A$0.32 per share payout. See our latest analysis for Pro Medicus. The market reaction has been mixed, with a 7.69% 1 day share price return following the half year earnings and dividend update, set against a 30 day share price return of 37.92% decline and a 1 year total shareholder return of 54.91% decline...
ASX:IMM
ASX:IMMBiotechs

3 ASX Penny Stocks With Market Caps Under A$600M

Australian shares are on the rise, bolstered by a strong February reporting season and modest gains on Wall Street, contributing to an optimistic outlook for investors. For those willing to explore beyond the well-known blue-chip stocks, penny stocks—often representing smaller or newer companies—offer intriguing possibilities. While the term may seem outdated, these stocks continue to present opportunities for growth at lower price points when supported by solid financials and fundamentals.
ASX:BTR
ASX:BTRMetals and Mining

How A Fixed-Price EPC Deal At Brightstar Resources (ASX:BTR) Has Changed Its Investment Story

Brightstar Resources has entered a fixed-price engineering, procurement and construction partnership with GR Engineering Services to advance its Goldfields Project in Western Australia, targeting construction from April 2026 and first gold production by June 2027 as part of its plan to build a multi-asset gold portfolio. This fixed-price EPC structure is important because it offers cost and schedule certainty, potentially reducing project execution risk for Brightstar’s expansion...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co Trust Rebrand And Campaign Tested Against Valuation And Momentum

Zip Co (ASX:ZIP) has launched a new brand platform called "In You We Trust". The company has rolled out a national "You Trust Me?" campaign to support the new positioning. Alongside the branding shift, Zip Co is introducing product updates and new app features focused on trust and flexibility. Zip Co operates in digital financial services, where competition from both traditional banks and newer fintechs has been intense. By centering its new platform on trust and customer control, ASX:ZIP...
ASX:BEN
ASX:BENBanks

Did BEN’s Stronger Earnings and A$0.30 Dividend Just Shift Bendigo and Adelaide Bank's (ASX:BEN) Investment Narrative?

Bendigo and Adelaide Bank Limited recently reported its half-year results to December 31, 2025, posting higher net interest income of A$859.1 million and net profit of A$230.6 million versus a year earlier, alongside an ordinary dividend of A$0.30 per share payable on March 31, 2026. Earnings per share also increased on both a basic and diluted basis, indicating that recent profit growth was achieved after accounting for share count and potential dilution. We will now examine how this uplift...
ASX:NCK
ASX:NCKSpecialty Retail

Does Nick Scali (ASX:NCK) Rising Dividend Amid UK Losses Reveal Its True Capital Priorities?

Nick Scali Limited reported its half-year 2025 results, with revenue rising to A$269.25 million and net income to A$40.98 million, and declared a fully-franked interim dividend of A$0.39 per share for the six months ended 31 December 2025, payable on 24 March 2026. While Australia and New Zealand delivered higher sales and margins, the UK segment remained loss-making due to refurbishment and rebranding, yet the board still lifted the interim dividend by 30%, underscoring management’s...
ASX:WGX
ASX:WGXMetals and Mining

Westgold Resources (ASX:WGX) Valuation Check After Strong Long Term Returns And Great Fingall Ramp Up Plans

Westgold Resources (ASX:WGX) is back on traders’ radar after recent share price moves, with the stock showing mixed short term returns but strong longer term total returns that may prompt closer portfolio review. See our latest analysis for Westgold Resources. That recent softness in the 1 day and 7 day share price returns contrasts with a 30 day share price return of 6.47% and a 90 day share price return of 25.09%. The 1 year total shareholder return is very large compared with the shorter...
ASX:OML
ASX:OMLMedia

3 ASX Dividend Stocks With Up To 6% Yield

In the last week, the Australian market has remained flat, but over the past 12 months, it has seen a modest rise of 3.6%, with earnings forecasted to grow by 12% annually. In this environment, selecting dividend stocks with solid yields can be an effective strategy for investors seeking steady income and potential growth in their portfolios.
ASX:GYG
ASX:GYGHospitality

ASX Insider Picks Guzman y Gomez And 2 Other Growth Leaders

As Australian shares navigate a modest start to the week amid the bustling February reporting season, investors are keenly observing developments with limited guidance from U.S. and Chinese markets due to their respective holidays. In this environment, growth companies with high insider ownership can offer unique insights into market confidence, as insiders often have a deep understanding of their company's potential and prospects.
ASX:SFR
ASX:SFRMetals and Mining

ASX Value Opportunities Trading Below Estimated Intrinsic Worth February 2026

As Australian shares prepare for a modest open amid the bustling February reporting season, investors are navigating a market temporarily devoid of guidance from the U.S. and Chinese traders due to respective holidays. In this environment, identifying stocks trading below their estimated intrinsic worth can present valuable opportunities, particularly as companies release their latest financial results and strategic updates.