ASX:WES
ASX:WESMultiline Retail

Infinity Pharmacy Collapse Might Change The Case For Investing In Wesfarmers' Health Push (ASX:WES)

Wesfarmers recently walked away from a last-minute rescue deal for Infinity Pharmacy Group, leaving more than 50 Priceline-branded pharmacies in receivership with creditors reportedly owed over A$400 million and raising questions about the impact on its health division. The Infinity collapse highlights the risks within Wesfarmers’ wholesale pharmacy exposure and puts extra focus on how management positions the health portfolio alongside core retail brands like Bunnings and Kmart. With this...
ASX:LOT
ASX:LOTOil and Gas

Assessing Lotus Resources (ASX:LOT) Valuation After Share Consolidation And Capital Structure Update

What triggered the latest interest in Lotus Resources? Lotus Resources (ASX:LOT) has drawn fresh attention after completing an 11.5 for 1 share consolidation, updating its capital structure details, and recording a sharp, high volume intraday move on 21 January 2026. See our latest analysis for Lotus Resources. The recent 11.5 for 1 share consolidation and updated capital structure details arrive after a period where the share price has shown strong short term momentum, with a 30 day share...
ASX:29M
ASX:29MMetals and Mining

Assessing 29Metals (ASX:29M) Valuation After A$150 Million Equity Raising Announcement

Why 29Metals is back on investors’ radar 29Metals (ASX:29M) has launched a A$150 million non renounceable entitlement offer, fully underwritten by Macquarie Capital, to fund mining recommencement at Xantho Extended and to advance projects at Gossan Valley and Capricorn Copper. See our latest analysis for 29Metals. The equity raise comes after a tough recent stretch, with a 7 day share price return of 31.71% decline and a year to date share price return of 24.32% decline. However, the 1 year...
ASX:RML
ASX:RMLMetals and Mining

Resolution Minerals ASX RML Valuation After Accelerated Tungsten Expansion At Horse Heaven

Resolution Minerals (ASX:RML) has drawn fresh attention after accelerating tungsten work at its Horse Heaven project in Idaho, engaging veteran geologist David R. Hembree and moving to secure the nearby Johnson Creek Mill and tungsten stockpiles. See our latest analysis for Resolution Minerals. Those Horse Heaven updates come after a sharp swing in sentiment, with Resolution Minerals’ 30 day share price return of 57.45% and year to date gain of 51.02% following a recent pullback. At the same...
ASX:YAL
ASX:YALOil and Gas

Yancoal Australia (ASX:YAL) Valuation Check After Record 2025 Coal Production And Strong Cash Position

Record 2025 production and cash balance put Yancoal in focus Yancoal Australia (ASX:YAL) has drawn fresh attention after reporting record Q4 and full year 2025 coal production of 38.6 million tonnes of attributable saleable output, alongside a net cash position above A$2.1b. Management highlighted disciplined operating costs, capital expenditure near the lower end of guidance, and the potential for future dividends and growth investments. This has prompted investors to reassess how the...
ASX:BGL
ASX:BGLMetals and Mining

A Look At Bellevue Gold (ASX:BGL) Valuation After Higher Grade Output And Leadership Changes

Why Bellevue Gold’s latest quarter is getting fresh attention Bellevue Gold (ASX:BGL) has caught investor interest after reporting December 2025 quarter production of 32,031 ounces, supported by higher grade mining and a new COO, following what management described as a difficult FY25. See our latest analysis for Bellevue Gold. The recent production update has landed against a backdrop of strong share price momentum, with an approximate 55% 90 day share price return and a 57% 1 year total...
ASX:LNW
ASX:LNWHospitality

Light & Wonder (ASX:LNW) Valuation After US$127.5m Aristocrat Settlement And Game Portfolio Changes

Why the Aristocrat settlement matters for Light & Wonder shares Light & Wonder (ASX:LNW) has just closed a significant legal chapter. The company has agreed to pay Aristocrat Leisure US$127.5 million, halt global commercialization of two disputed games, and destroy related intellectual property materials. See our latest analysis for Light & Wonder. At a share price of A$168.47, Light & Wonder has had a 41.57% 90 day share price return and a 17.33% 1 year total shareholder return. This...
ASX:MAD
ASX:MADCommercial Services

Why Mader Group (ASX:MAD) Is Up 11.3% After Broker Upgrade And New 5-Year Strategy Unveiling

Mader Group recently reported solid quarterly results and attracted fresh broker support, including a Bell Potter upgrade citing its positioning across Australia and North America and upcoming 5-year strategy update. Together with coverage initiation by an experienced industrials analyst, these developments have reset market expectations and intensified focus on the company’s global maintenance services footprint. We’ll now examine how this broker upgrade, alongside the new 5-year strategy,...
ASX:MAF
ASX:MAFCapital Markets

MA Financial Group’s Valuation After Backing Fundbox’s A$100 Million Warehouse Facility Expansion

MA Financial Group (ASX:MAF) has moved into focus after backing a warehouse facility of up to A$100 million for US based Fundbox, supporting its Australian expansion and embedded financing tools for local small business platforms. See our latest analysis for MA Financial Group. The recent Fundbox warehouse facility news comes after a period of strong price momentum, with MA Financial Group’s 90 day share price return of 15.35% and a 1 year total shareholder return of 70.11%, even as the year...
ASX:RSG
ASX:RSGMetals and Mining

Resolute Mining (ASX:RSG) Valuation Check After Lower 2025 Output And New 2026 Guidance

Resolute Mining (ASX:RSG) is back in focus after reporting its fourth quarter and full year 2025 production and sales figures, along with fresh 2026 guidance that sets expectations for volumes and costs. See our latest analysis for Resolute Mining. The production update and 2026 guidance land at a time when momentum in Resolute Mining's shares has been strong, with a 15.6% 90 day share price return and a very large 1 year total shareholder return. Multi year total shareholder returns also...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN) Is Up 11.5% After Record Quarterly Mine Cash Flow - What's Changed

Evolution Mining recently reported record operating mine cash flow of A$1.06 billion for the December quarter, supported by better‑than‑expected production, low all‑in sustaining costs, and eight consecutive quarters of delivering to plan. This combination of strong cash generation, low gearing, minimal hedging, and sector‑leading cost performance underscores the company’s flexibility to fund dividends, buybacks, or growth investments. With this backdrop of record cash flow and...
ASX:COH
ASX:COHMedical Equipment

Cochlear Valuation Check As Nucleus Nexa System Reaches US Veterans Through VA Clinics

What Cochlear’s VA access milestone could mean for shareholders Cochlear (ASX:COH) has flagged a new chapter for its flagship Nucleus Nexa System. The device is now available to eligible US military veterans through VA clinics nationwide, opening an additional access point in a key healthcare channel. See our latest analysis for Cochlear. While Cochlear’s A$270.22 share price has seen a 3.44% 1 month share price return, the 90 day share price return of 7.24% and 1 year total shareholder...
ASX:VAU
ASX:VAUMetals and Mining

Why Vault Minerals (ASX:VAU) Is Up 7.3% After Reaffirming FY26 Guidance And Project Timelines – And What's Next

Vault Minerals recently reported its December 2025 quarter, delivering 76,520 ounces of gold and generating A$12,000,000 in free cash flow while advancing major growth projects including the Stage 1 King of the Hills processing plant expansion and the Deflector mine transition to owner-operator mining. The company’s reiteration of FY26 group production guidance of 332,000 to 360,000 ounces and its articulated pathway to higher output by FY28 underline a clear operational roadmap that may...
ASX:TLS
ASX:TLSTelecom

Telstra Group ASX TLS Valuation Check As Earnings Update And Dividend Draw Closer

Telstra’s upcoming earnings and dividend in focus Interest in Telstra Group (ASX:TLS) has picked up as investors look toward the half year earnings announcement on February 19 and the upcoming March dividend, especially after recent declines across the ASX. See our latest analysis for Telstra Group. At a recent share price of A$4.74, Telstra’s short term share price returns have been soft, with 1 month and 3 month share price returns slightly negative. However, the 1 year total shareholder...
ASX:CXO
ASX:CXOMetals and Mining

Core Lithium (ASX:CXO) Valuation Check After One Of The Largest Recent Share Price Drops On The ASX

What triggered the latest move in Core Lithium shares? Core Lithium (ASX:CXO) has drawn attention after a near 10% share price drop, one of the largest moves on the ASX. Weaker lithium prices and technical selling pressure contributed to the decline amid broader market volatility. See our latest analysis for Core Lithium. Despite the latest drop, Core Lithium’s recent 90 day share price return of 176.19% and 1 year total shareholder return of 190% show strong past momentum. However, the 3...
ASX:RRL
ASX:RRLMetals and Mining

Regis Resources (ASX:RRL) Is Up 5.9% After Resuming Dividends On Strong Q2 Cash Build - What's Changed

Regis Resources reported strong Q2 2026 operational performance with gold sales of 96,600 ounces, boosting cash and bullion to A$930 million and allowing the company to resume fully franked dividends at A$0.05 per share. The decision to restart dividends while funding projects such as the Buckwell open-pit and ongoing exploration highlights management’s confidence in sustaining cash generation alongside growth initiatives, even as the McPhillamys judicial review remains pending. Next, we’ll...
ASX:PME
ASX:PMEHealthcare Services

Is Pro Medicus (ASX:PME) Using Its US Foothold To Cement a Durable Competitive Edge?

In recent months, Pro Medicus has drawn heightened attention as a premium health-tech provider, with its radiology imaging software underpinning long-term contracts at major US hospitals and clinics. An important angle for investors is how Pro Medicus’ advanced imaging and AI capabilities have helped it compete against much larger legacy vendors in a highly specialised market. We’ll now examine how this growing US hospital footprint and premium positioning shape Pro Medicus’ broader...
ASX:HUB
ASX:HUBCapital Markets

A Look At HUB24’s Valuation After Record Net Inflows And New Retirement And Advice Platform Launches

Record flows and product launches put HUB24 in focus HUB24 (ASX:HUB) has drawn fresh attention after reporting record December quarter net inflows of A$5.6b, lifting first half flows to A$10.7b and funds under administration to A$152.3b. The platform now holds 9.3% of the Australian platform market, up from 7.9% a year earlier. It has led quarterly net inflows for eight consecutive quarters, while also rolling out new retirement and advice technology offerings. See our latest analysis for...
ASX:BOE
ASX:BOEOil and Gas

Does Boss Energy's (ASX:BOE) Chair Shuffle Hint At A Deeper Governance Strategy Shift?

Boss Energy Limited recently announced that Non-Executive Chair Wyatt Buck intends to step down from the Chair role after three years guiding the company through the development, commissioning and early operation of the Honeymoon Project, while remaining on the Board as a Non-Executive Director to support an orderly leadership transition. The decision to retain Buck on the Board while recruiting a new Non-Executive Chair during the first half of 2026 highlights the company’s focus on...
ASX:LYC
ASX:LYCMetals and Mining

Does CEO Amanda Lacaze’s Planned Retirement Reshape Lynas Rare Earths’ Strategy (ASX:LYC)?

Lynas Rare Earths Limited announced that long-serving Managing Director and CEO Amanda Lacaze, who has led the company for 12 years, intends to retire and will remain until the end of the current financial year to support a smooth succession process. This leadership transition, with a global search underway for internal and external CEO candidates, marks an inflection point for how Lynas may set its next phase of corporate priorities and execution focus. We’ll now explore how the planned...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Valuation Check After Updated Sales Figures And 2026 Production Guidance

Quarterly update: sales, production and guidance in focus Alkane Resources (ASX:ALK) has drawn fresh attention after reporting consolidated third quarter and half year sales and production figures, while keeping its 2026 group production guidance unchanged. The company reported quarterly consolidated gold equivalent sales of 42,709 ounces and production of 43,663 ounces, alongside reaffirmed full year 2026 guidance of 160,000 to 175,000 gold equivalent ounces at an all in sustaining cost of...
ASX:DMP
ASX:DMPHospitality

Leadership Shake-up At Domino's (ASX:DMP) Could Be A Game Changer For Domino's Pizza Enterprises

Domino's Pizza Enterprises has appointed Merrill Pereyra as CEO for Australia and New Zealand, effective 23 January 2026, and expanded Group CFO George Saoud’s remit to include the Group COO role overseeing technology and supply chain. These changes mark a further step in Domino’s ongoing turnaround effort, concentrating decision-making around leaders with deep quick-service restaurant experience and a clear mandate for operational improvement. We’ll now examine how this leadership...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Is Down 6.4% After Encouraging FDA Feedback On Back Pain Cell Therapy Data – Has The Bull Case Changed?

In January 2026, Mesoblast reported that the FDA’s review of Phase 3 data for its cell therapy rexlemestrocel-L in chronic discogenic low back pain found pain outcomes favoring the active treatment and confirmed that 12‑month pain reduction could support a future Biologics License Application. The FDA also indicated that robust opioid reduction data from Mesoblast’s trial might be reflected in product labeling, highlighting the therapy’s potential relevance to chronic pain management during...
ASX:DYL
ASX:DYLOil and Gas

Assessing Deep Yellow (ASX:DYL) Valuation After Greg Field’s Appointment As CEO And Managing Director

Leadership change and why it matters for Deep Yellow Deep Yellow (ASX:DYL) has confirmed Greg Field will step in as both Chief Executive Officer and Managing Director from 2 February 2026, marking a fresh leadership phase for the uranium explorer. The move ends the interim period under Acting CEO Craig Barnes, who will return to his CFO role. It also gives investors a clear reference point for assessing how new leadership aligns with Deep Yellow’s existing projects and capital plans. See our...