ASX:FMG
ASX:FMGMetals and Mining

A Look At Fortescue’s Valuation As It Expands Into Energy Transition Metals And Iron Ore Outlook Stays Supportive

Fortescue (ASX:FMG) is back in focus after its push into copper, rare earths and lithium, alongside an outlook for iron ore prices that supports profitability and highlights its low debt, dividend yield and recent share performance. See our latest analysis for Fortescue. Recent moves in copper, rare earths and lithium sit alongside firm iron ore pricing at A$22.84 per share today, with a 90 day share price return of 18.96% and a 1 year total shareholder return of 40.56% suggesting momentum...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Valuation After Production Guidance Cut And Operational Disruptions

Northern Star Resources (ASX:NST) is under pressure after equipment failures and outages at Kalgoorlie, Jundee and Pogo reduced December quarter gold sales and prompted a cut of roughly 100,000 ounces to FY26 production guidance. See our latest analysis for Northern Star Resources. The production guidance cut has come after a sharp one day share price reaction and short term weakness, with a 7 day share price return of 4.3% decline and 30 day share price return of 4.48% decline. However, the...
ASX:ERM
ASX:ERMMetals and Mining

3 Promising ASX Penny Stocks With At Least A$100M Market Cap

The Australian market has been experiencing fluctuations, with optimism from the U.S. influencing early gains, although these have often reversed by the close of trading. Amidst this backdrop, investors seeking opportunities beyond well-known stocks might consider penny stocks—smaller or newer companies that can still offer significant potential. While the term "penny stock" may seem outdated, it remains relevant for those looking to uncover hidden value in companies with strong financial...
ASX:WDS
ASX:WDSOil and Gas

What Woodside Energy Group (ASX:WDS)'s First Beaumont Ammonia Output Means For Shareholders

Woodside Energy Group announced that the Beaumont New Ammonia (BNA) facility in southeast Texas has produced its first ammonia, marking the initial phase of operations commissioning at a plant capable of 1.10 million tonnes per year. The milestone, together with customer contracts for conventional ammonia and plans for lower-carbon output from 2026, positions BNA as a material contributor to global decarbonisation-linked ammonia demand and US export capacity. Now we will examine how first...
ASX:PLS
ASX:PLSMetals and Mining

Why Pilbara Minerals (ASX:PLS) Is Up 15.8% After December‑Quarter Pilgangoora Report Release And What's Next

Pilbara Minerals’ shares have moved sharply higher in recent days as investors looked ahead to the now‑released December‑quarter activities report, which details production, shipments, pricing and costs from its Pilgangoora hard‑rock lithium operation and related assets. The company’s progress at Pilgangoora and its lithium hydroxide joint venture with POSCO is drawing close scrutiny as investors assess how these assets may shape Pilbara’s future earnings profile within the broader green...
ASX:BHP
ASX:BHPMetals and Mining

Assessing BHP Group (ASX:BHP) Valuation After Recent Share Price Momentum

Recent performance snapshot BHP Group (ASX:BHP) has attracted investor attention after a recent move that left the stock with a 1 day return of 1.6% and about 4.7% over the past week. Over the past month and past 3 months, BHP has delivered returns of roughly 5.3% and 12.7% respectively, while its 1 year total return stands at about 27.3%, all in A$ terms. See our latest analysis for BHP Group. That recent 1 day share price return of 1.6% and stronger short term gains sit alongside a 1 year...