Australian Metals and Mining Stock News

Arafura Rare Earths recently advanced execution readiness for its Nolans rare earths project by signing a land access compensation agreement and agreeing to acquire an existing 200-plus room accommodation camp at the site. The company also entered a collaboration with Clean TeQ Water to review alternative heavy rare earth separation technologies, which could materially influence the Nolans processing flowsheet and potential product mix. We’ll now examine how the Nolans camp acquisition and...

In February 2026, Yancoal Australia Ltd. issued 2026 production guidance, targeting an increased attributable saleable output of 36.5 million to 40.5 million tonnes. This higher production range has coincided with Yancoal Australia appearing in ASX technical uptrend scans, pointing to heightened attention on its operational outlook. Next, we’ll examine how Yancoal Australia’s upgraded 2026 production guidance shapes its investment narrative in light of recent trading performance...

Minerals 260 (ASX:MI6) just released half year results to 31 December 2025, posting a net loss of A$23.99 million compared with A$2.25 million a year earlier, a shift that may weigh on sentiment. See our latest analysis for Minerals 260. The half year loss has arrived after a sharp run in the share price, with a 30 day share price return of 41.57% and a 90 day share price return of 82.61%. The 3 year total shareholder return sits at 100%, suggesting recent momentum has been strong despite...

Why DroneShield (ASX:DRO) just caught investors’ attention DroneShield (ASX:DRO) has started counter drone manufacturing inside the European Union, teaming up with a local partner as defence demand rises under the ReArm Europe Plan and related military investment programs. See our latest analysis for DroneShield. The A$4.08 share price sits on the back of a 93% 90 day share price return, while the 1 year total shareholder return is extremely high, suggesting momentum has been building as...

Woodside Energy Group (ASX:WDS) has started drilling operations at the Trion Field in the Gulf of Mexico. The company is the operator and majority stakeholder in what is described as one of Mexico’s most significant offshore oil projects. This drilling activity follows the final investment decision made in 2023 and marks a new phase in developing the field. For you as an investor, Trion sits within Woodside’s broader portfolio as a large offshore oil development operated in partnership with...

Buy-back activity puts Aurizon Holdings (ASX:AZJ) in focus Aurizon Holdings (ASX:AZJ) has been steadily executing its on-market share buy-back, with frequent ASX updates and a shrinking listed share count. This has drawn fresh attention from investors tracking capital management decisions. See our latest analysis for Aurizon Holdings. Against the backdrop of the buy-back, Aurizon Holdings’ share price has moved to A$3.99, with a 30-day share price return of 11.14% and a 1-year total...

Lynas Rare Earths (ASX:LYC) has agreed a long term rare earth supply deal with key Japanese partners running through 2038. The agreement includes firm offtake volumes, floor pricing and renewed commitment from Japan to secure supply outside China. Price floors are aligned with strategic U.S. policy objectives, adding a policy link to a commercial contract. The deal provides clearer visibility on sales into Japan and underscores Lynas' role in non Chinese rare earth supply chains. Lynas...

Black Cat Syndicate Limited recently reported half-year results to 31 December 2025, with sales rising to A$169.09 million and net income reaching A$34.58 million, turning around a prior loss. This shift to profitability, reflected in basic earnings per share of A$0.048 from continuing operations, marks a material change in the company’s financial profile. We’ll explore how this move to profitability reshapes Black Cat Syndicate’s investment narrative and what it could mean for investors...

New Hope (ASX:NHC) has extended its share buyback program by one year, with the plan now running until 2 March 2027. This move often prompts investors to reassess capital management and valuation. See our latest analysis for New Hope. New Hope’s recent 1-month share price return of 8.84% and 90-day share price return of 26.88% suggest momentum has been building. A 1-year total shareholder return of 34.59% and a very large 5-year total shareholder return indicate longer term holders have also...

Brazilian Rare Earths Limited recently reported new exploration results from its Sulista Project in Bahia, Brazil, extending the mineralised strike to more than 17 kilometres and confirming multiple high-grade rare earth and critical mineral zones across Sulista East, Sulista South, Sulista West, Outcrop Ridge and Sulista North. These results position Sulista as an emerging district-scale rare earth system and support Brazilian Rare Earths’ plan to deliver a maiden JORC-compliant Mineral...

Music Valley exploration puts Dateline Resources in focus Dateline Resources (ASX:DTR) has commenced exploration at its newly acquired Music Valley heavy rare earth element project in California, with a high resolution helicopter magnetic and radiometric survey scheduled to begin next week. See our latest analysis for Dateline Resources. Dateline Resources’ recent exploration update lands after a period of strong share price momentum, with a 30 day share price return of 25.81% and a 90 day...

Stanmore Resources (ASX:SMR) recently released full year results highlighting record production and saleable output, higher dividends and strong underlying EBITDA and free cash flow, even as lower sales prices led to a net loss. See our latest analysis for Stanmore Resources. At a latest share price of A$2.80, Stanmore Resources has a 90 day share price return of 16.18% and a 1 year total shareholder return of 28.63%, pointing to building momentum despite recent shorter term share price...

Santos (ASX:STO) is back in the spotlight after a sharp rise in oil prices coincided with the first LNG shipments from its Barossa gas project and a sizeable share sale by CEO Kevin Gallagher. See our latest analysis for Santos. At A$7.38, Santos has built clear momentum recently, with a 30 day share price return of 6.19% and a 90 day share price return of 17.33%. Its 1 year total shareholder return of 25.37% and 5 year total shareholder return of 28.38% reflect how recent energy price moves,...

Ramelius Resources share buy-back and what it could mean for investors Ramelius Resources (ASX:RMS) is in the middle of an on market share buy-back, having already repurchased more than seven million ordinary shares. This affects how ownership and per-share metrics stack up for remaining investors. See our latest analysis for Ramelius Resources. At a share price of A$4.32, Ramelius Resources has seen a 1-day share price return of 1.89%, while its 30-day share price return of 5.68% contrasts...

Commonwealth Bank of Australia (ASX:CBA) has self reported potentially fraudulent home loans of around A$1b, involving AI generated documents. The situation has drawn ASIC scrutiny and police involvement, and put its compliance controls in the spotlight for investors. See our latest analysis for Commonwealth Bank of Australia. At a share price of A$172.67, CBA has seen firm momentum recently, with a 30 day share price return of 8% and a 90 day share price return of 13%. Its 1 year total...

In February 2026, Sandfire Resources Limited reported the death of a contractor employee following an incident at its MATSA operations in Spain, prompting a temporary suspension of activities while it works with Spanish authorities on a detailed investigation. This incident brings Sandfire’s operational safety practices and potential impacts on production continuity and regulatory obligations at MATSA into sharper focus for stakeholders. We’ll now examine how the temporary suspension at...

BHP Group (ASX:BHP) has been on investors’ radar after recent performance figures showed a 1 day return of 1.4% but a 7 day decline of 6.7%, prompting fresh questions about its current pricing. See our latest analysis for BHP Group. Zooming out, BHP Group’s recent pullback comes after a stronger run, with a 30 day share price return of 4.5%, a 90 day share price return of 15.2% and a 1 year total shareholder return of 39.0%. This suggests momentum has been positive over longer periods even as...

Kingsgate Consolidated (ASX:KCN) has drawn fresh attention after reporting half year sales of A$283.26 million, net income of A$88.09 million, and declaring an interim unfranked dividend of A$0.10 per share. See our latest analysis for Kingsgate Consolidated. The stock’s recent momentum reflects this mix of strong half year results, higher production and the newly declared interim dividend. It has a 30 day share price return of 25.09% and a very large 1 year total shareholder return. Short...

Liontown Resources recently held its H1 2026 earnings call on 12 March 2026, with investors focused on funding, cash flow, and development progress for the Kathleen Valley lithium project. A key focus for the market has been how management will address capital expenditure guidance, cash burn, and potential financing commitments that could shape the company’s near-term funding position. Next, we’ll examine how the company’s comments on Kathleen Valley funding and cash flow could influence...

QBE Insurance Group (ASX:QBE) is back in focus after fresh news on its on market share buy back and a shift toward tighter underwriting and specialty lines linked to climate and cyber risks. See our latest analysis for QBE Insurance Group. Those moves come after a mixed but generally positive run in the shares, with a 90 day share price return of 8.72% and a three year total shareholder return of 65.13%, suggesting momentum has been building around QBE’s tighter underwriting focus and ongoing...

Develop Global (ASX:DVP) has posted H1 2026 revenue of A$174.4 million with basic EPS of A$0.005, alongside trailing twelve month revenue of A$294.2 million and EPS of A$0.120 that reflect its move into profit over the past year. Over recent halves, the company has seen revenue move from A$113.5 million in H1 2025 to A$119.8 million in H2 2025 and then to A$174.4 million in H1 2026, while basic EPS shifted from A$0.0044 in H1 2025 to A$0.0801 in H2 2025 before landing at A$0.005 in the latest...

What Qantas Airways’ recent share performance tells you Qantas Airways (ASX:QAN) has recently seen a mixed share performance, with a 0.5% gain over the past day contrasted by declines over the week, month, and past 3 months. Over the past year, the stock shows a small positive total return. In comparison, the longer 3 and 5 year periods reflect stronger cumulative outcomes for investors who stayed invested through that time. See our latest analysis for Qantas Airways. At the current share...

Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend declaration. See our latest analysis for Super Retail Group. At a share price of A$14.74, Super Retail Group has seen a 1.87% 30 day share price return and a 6.94% share price decline year to date. The 1 year total shareholder return of 13.36% and 5 year total shareholder return of 83.53% indicate...

Atlas Arteria (ASX:ALX) has just released full year 2025 earnings, reporting revenue of A$160 million, net income of A$259.5 million, and basic EPS of A$0.179, alongside a second half distribution of 20 cents per security. See our latest analysis for Atlas Arteria. Atlas Arteria’s recent full year results and second half distribution have come against a softer 1-year share price return profile, with a 1-year total shareholder return of 2.29% contrasting with a weaker 3-year total shareholder...