ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): A Closer Look at Valuation Following US Defense Funding and Strategic Antimony Push

Nova Minerals (ASX:NVA) is in the spotlight after securing major US Department of Defense funding for its Alaskan antimony supply chain project. The company has also been invited to brief top US and Australian officials ahead of the upcoming summit. See our latest analysis for Nova Minerals. NVA’s soaring profile and recent government deals have been matched by extraordinary momentum, with a 30-day share price return of 395% and a staggering 1-year total shareholder return of 687%. The...
ASX:ARU
ASX:ARUMetals and Mining

Arafura Rare Earths (ASX:ARU): Valuation Insights as US Investment Prospects and China Tensions Draw Focus

Recent headlines put Arafura Rare Earths (ASX:ARU) in the spotlight as Australia reportedly considers a major US investment in its rare earths sector. Tensions with China have raised the stakes for securing critical mineral supplies. See our latest analysis for Arafura Rare Earths. Arafura’s share price has been on a wild ride, surging 125% over the past month alone and delivering a remarkable 252% year-to-date share price return. Even after a sharp one-day drop, momentum remains strong as...
ASX:ASM
ASX:ASMMetals and Mining

Australian Strategic Materials (ASX:ASM): Does the $50m Equity Raise Make the Shares Undervalued?

Australian Strategic Materials (ASX:ASM) has requested a trading halt as it prepares to unveil an equity capital raising, including a $50 million share placement. This marks a strategic step that is likely aimed at strengthening its rare earths project portfolio. See our latest analysis for Australian Strategic Materials. Australian Strategic Materials’ trading halt and share placement follow a remarkable run. The company’s 7-day share price return sits at 75.96%, while investors have seen...
ASX:29M
ASX:29MMetals and Mining

Can 29Metals' (ASX:29M) Response to Mine Disruptions Define Its Long-Term Operational Resilience?

Earlier this week, 29Metals reported a sharp fall in quarterly zinc production at its Golden Grove mine due to restricted access to high-grade zinc stopes following seismic activity, while copper output increased compared to the same period last year. This operational disruption highlights ongoing geotechnical risks in key mining areas, underscoring the unpredictability of production outcomes for the company. We'll explore how the setback in accessing higher-grade zinc ore shapes 29Metals'...
ASX:BHP
ASX:BHPMetals and Mining

A Look at BHP (ASX:BHP) Valuation Following Fresh US Mine Revival Plans and Copper-Focused Strategy

BHP Group (ASX:BHP) is weighing the reopening of four long-shuttered mines in Arizona’s Globe-Miami region, prompted by shifts in US government policy and rising copper prices. The company’s increased exploration signals renewed strategic interest in the area. See our latest analysis for BHP Group. The flurry of news around BHP’s US exploration drive comes after a period of renewed investor interest in the stock. Despite some recent iron ore supply challenges in China, BHP’s 1-year total...
ASX:NTU
ASX:NTUMetals and Mining

Northern Minerals (ASX:NTU) Is Up 24.4% After Surge in Government-Backed Rare Earth Sector Activity

In recent months, rare earth sector activity has accelerated as China's export controls and new US-Australia policy initiatives led to strong company updates, including Lynas's A$750 million capital raise and expansion plans. These moves highlight growing government involvement in securing critical minerals supply chains, signaling potential opportunities for Australian producers such as Northern Minerals. We'll explore how increased government-backed investment and price support mechanisms...
ASX:AMI
ASX:AMIMetals and Mining

Major Gold Discovery at Nymagee and Board Changes Might Change The Case For Investing In Aurelia Metals (ASX:AMI)

In recent weeks, Aurelia Metals Limited announced the discovery of two new mineral lenses at the Nymagee Mine in New South Wales and confirmed upcoming Board changes, with Mr. Peter Botten stepping down as Chair after the November Annual General Meeting and Ms. Rachel Brown joining as a Non-Executive Director. The Nymagee exploration results highlight a higher gold content and resource expansion potential, supporting ongoing growth initiatives and operational developments across Aurelia’s...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE): Valuation Insights as Alta Mesa Project Reveals New Mineralisation and Expansion Progress

Boss Energy (ASX:BOE) is sparking conversation after its Alta Mesa uranium project revealed new mineralisation. Expansion efforts are moving toward permitting. Investors are also eyeing the company ahead of its upcoming quarterly results announcement. See our latest analysis for Boss Energy. Boss Energy’s share price has been under pressure, with a 1-year total shareholder return of -48.5% and a sharp 51.6% fall over the past 90 days. Despite positive news about the Alta Mesa project and...
ASX:CYL
ASX:CYLMetals and Mining

Why Catalyst Metals (ASX:CYL) Is Up 13.2% After Securing Four Eagles Exploration Tunnel Approval

Earlier this week, Catalyst Metals announced it had secured approval to develop an exploration tunnel at its joint venture Four Eagles gold project in Victoria, allowing the company to continue resource expansion drilling and pursue secondary approvals for construction. This milestone marks a critical step in unlocking further value from high-grade gold zones, increasing operational flexibility and future development potential. We'll explore how the exploration tunnel approval enhances...
ASX:C79
ASX:C79Professional Services

Chrysos (ASX:C79): Evaluating Valuation After Strong FY25 Growth and PhotonAssay Expansion

Chrysos (ASX:C79) just posted impressive gains for FY25, with revenue up 46% and EBITDA rising 80%. These results are attributed to the growing footprint of its PhotonAssay technology and expansion into South America. See our latest analysis for Chrysos. Chrysos’ momentum keeps accelerating, with the 1-month share price return at 17.8% and an impressive 74.4% gain year-to-date. Over the past year, total shareholder return reached 62.6%, capping off a remarkable 163% three-year run. These...
ASX:SMI
ASX:SMIMetals and Mining

Santana Minerals (ASX:SMI): Assessing Valuation After Full Bendigo-Ophir Land Acquisition and Royalty Removal

Santana Minerals (ASX:SMI) has secured full freehold ownership of the Bendigo-Ophir Gold Project land in New Zealand by committing to pay NZ$50 million in stages. The company has also removed key royalties that previously affected the site’s economics. See our latest analysis for Santana Minerals. The staged land deal and royalty removal seem to have injected fresh optimism into Santana Minerals, fueling a strong run in its share price. Momentum is clearly building, with a 24% seven-day share...
ASX:TLS
ASX:TLSTelecom

How Telstra Group’s Broadband Innovations at Network X 2025 May Shape Its Investment Story (ASX:TLS)

Telstra Group Limited showcased its latest broadband connectivity and media developments at the Network X 2025 & NGON conference, held from October 14 at the Paris Expo Porte De Versailles, with speakers Angela Vouziotis and Chris Hill representing the company. Participation by senior Telstra leaders at this international industry event signals the company's intent to highlight innovations and emphasize its position in global broadband and digital services. We'll explore how Telstra's...
ASX:EDV
ASX:EDVConsumer Retailing

Is Endeavour Group’s Latest Share Quotation (ASX:EDV) Shaping Its Capital Allocation Narrative?

On October 14, 2025, Endeavour Group Limited announced the quotation of 4,745,656 fully paid ordinary securities on the ASX as part of a dividend or distribution plan, aimed at enhancing market liquidity and delivering additional value to shareholders. This move provides current and prospective investors with more flexibility and may impact overall trading activity in Endeavour's shares. We will assess how this recent increase in freely tradable shares may alter the company’s investment...
ASX:NVX
ASX:NVXElectronic

Novonix (ASX:NVX) Valuation in Focus After BNY Mellon Boosts Stake to 10%

Novonix (ASX:NVX) is catching investors’ attention after BNY Mellon lifted its stake from 8% to 10%. This move from a major global institution highlights growing international confidence in the company’s energy storage potential. See our latest analysis for NOVONIX. Momentum has been picking up for NOVONIX, especially after BNY Mellon boosted its stake, and that confidence seems to have fueled a steep recent rally. While the 30-day share price return stands out at 64.8%, long-term total...
ASX:GQG
ASX:GQGCapital Markets

Did Cloud Pricing Pressures Just Shift GQG Partners' (ASX:GQG) Investment Narrative?

Earlier this week, GQG Partners' portfolio manager Brian Kersmanc explained the firm's underweight technology position, citing increased competition in cloud computing and Oracle's aggressive undercutting of enterprise deal prices by as much as 40–70%. Kersmanc's comments bring investor attention to the shifting landscape of cloud sector pricing, where intensified competition could impact earnings potential and reshape institutional portfolio strategies. We'll explore how Kersmanc's concerns...