ASX:SFR
ASX:SFRMetals and Mining

Sandfire Resources (ASX:SFR): Valuation Insights After $240 Million Kalkaroo Copper-Gold Project Agreement

Sandfire Resources (ASX:SFR) has struck a $240 million deal with Havilah Resources to develop the Kalkaroo copper-gold project in South Australia. The agreement includes an initial $105 million phase, funded through both cash and Sandfire shares. See our latest analysis for Sandfire Resources. Shares of Sandfire Resources have surged on strong momentum this year, with a 79.2% share price return year-to-date and a total shareholder return of nearly 68% over the past twelve months. The Kalkaroo...
ASX:MEK
ASX:MEKMetals and Mining

ASX Growth Stocks With High Insider Ownership In November 2025

As the Australian market navigates a landscape marked by persistent high interest rates and economic uncertainties, investors are increasingly cautious, with sectors like real estate and IT feeling the pressure. In this environment, growth companies with high insider ownership can offer a compelling proposition, as they often signal strong internal confidence and alignment of interests between management and shareholders.
ASX:GYG
ASX:GYGHospitality

ASX Stock Picks With Estimated Discounts Of Up To 39.1%

The Australian market has experienced a mixed week, with positive developments failing to offset concerns about prolonged high interest rates and sector-specific challenges. In this environment, identifying undervalued stocks becomes crucial, as they may offer potential opportunities for investors looking to navigate the current economic climate.
ASX:DLI
ASX:DLIMetals and Mining

ASX Penny Stocks To Watch In November 2025

The Australian market has been experiencing a mixed week, with positive developments overshadowed by concerns over interest rates and sector-specific challenges. Despite these broader market jitters, there remains potential in the realm of penny stocks—an area that continues to attract attention for its ability to uncover hidden value in smaller or newer companies. While the term "penny stock" might seem outdated, these investments can offer surprising opportunities when backed by solid...
ASX:TEA
ASX:TEAConstruction

Director’s Increased Stake Via DRP Might Change The Case For Investing In Tasmea (ASX:TEA)

Tasmea Ltd. recently announced that director Stephen Elliott Young has increased his holdings in the company by acquiring additional ordinary shares through a Dividend Reinvestment Plan. This move highlights a closer alignment between company leadership and shareholders, often viewed as a sign of executive confidence in future prospects. We’ll explore how director participation in the Dividend Reinvestment Plan influences Tasmea’s investment narrative and perceived board commitment. Rare...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Is Up 7.2% After Securing Full Ownership of Telfer and Havieron

Greatland Resources recently completed the acquisition of full ownership of the Telfer gold-copper mine and the adjacent Havieron project, deepening its commitment to London's AIM and marking a transformation into an Australian gold-copper producer. This shift from a minority explorer to a cross-listed owner-operator was punctuated by the company's inaugural Australian AGM and plans to publish the Havieron Feasibility Study. We’ll explore how the finalization of the Telfer and Havieron...
ASX:MFF
ASX:MFFCapital Markets

Is MFF Capital Investments’ (ASX:MFF) Rising NTA a Testament to Its Long-Term Investment Discipline?

MFF Capital Investments Limited recently reported an increase in its weekly Net Tangible Assets (NTA) per share to A$5.297 as of November 7, 2025 and announced a change of address for its registered office and principal administrative office in Sydney. This NTA update highlights the company's focus on maintaining a stable financial position with a measured net cash allocation, reflecting its ongoing commitment to long-term capital growth. We’ll look at how the firm’s stronger NTA underscores...
ASX:JHX
ASX:JHXBasic Materials

Class Action Lawsuits Over Disclosures Might Change the Case for Investing in James Hardie (ASX:JHX)

In early November 2025, multiple law firms announced securities class action lawsuits against James Hardie Industries, alleging the company and certain executives made false or misleading statements about demand and inventory levels in its North America Fiber Cement business between May and August 2025. These legal actions followed the company’s disclosure of weaker-than-expected sales due to distributor destocking, bringing concerns over corporate transparency and financial reporting into...
ASX:GPT
ASX:GPTREITs

Will GPT Group’s Liquidity Plan Reshape Investor Expectations and Strategy Direction? (ASX:GPT)

GPT Group recently announced that investors in the GPT Wholesale Office Fund have approved a liquidity proposal, deferring the major 10-year liquidity event to July 2028 and offering up to 25% upfront liquidity to unit holders while two new independent directors joined the Board of GPT Funds Management Limited. This decision aims to balance immediate investor needs with allowing time for market recovery, and brings additional governance expertise to support the fund’s long-term...
ASX:ALL
ASX:ALLHospitality

Aristocrat Leisure (ASX:ALL) Is Down 6.7% After Beating Earnings but Facing Interactive Growth Uncertainty

Aristocrat Leisure Limited recently announced full-year earnings for the period ended September 30, 2025, reporting A$6.30 billion in revenue and A$1.64 billion in net income, along with an ordinary final dividend of A$0.49 per share scheduled for December 8, 2025. The company exceeded analyst expectations in both sales and profit, yet its shares declined as investors weighed mixed signals from its Interactive division and the outlook for next year. We'll examine how positive earnings and...
ASX:VAU
ASX:VAUMetals and Mining

Vault Minerals (ASX:VAU) Valuation: Assessing the Impact of the Buyback and CEO Transition

Vault Minerals (ASX:VAU) is in the spotlight after announcing an on-market buyback of up to 10% of its shares. The company also reported an executive leadership transition as the current CEO plans to step down within the next year. See our latest analysis for Vault Minerals. Vault Minerals’ recent buyback news comes as the stock continues an impressive run, with a year-to-date share price return of 140.91% and a one-year total shareholder return of 152.38%. Momentum has accelerated sharply...
ASX:NEC
ASX:NECMedia

Nine Entertainment (ASX:NEC) Valuation in Focus Following Boardroom Change

The recent departure of director Catherine West from Nine Entertainment Holdings (ASX:NEC) is drawing attention as it represents a new chapter in the company’s board composition. This change may potentially affect governance and stakeholder alignment. See our latest analysis for Nine Entertainment Holdings. Beyond the boardroom news, Nine Entertainment Holdings’ shares have faced headwinds lately, with a 30-day share price return of -8.26% and a 90-day drop of nearly 33%. However, the company...
ASX:LTR
ASX:LTRMetals and Mining

Can Liontown Resources' (ASX:LTR) Digital Lithium Auctions Reshape Its Global Sales Strategy?

In the past week, Liontown Resources announced it will begin auctioning the first 10,000 metric tons of lithium from its Kathleen Valley project using the German digital commodities platform Metalshub, with sales starting November 19. This move signals Liontown Resources’ entry into online lithium trading, positioning the company to access a wider global buyer base and adapt to evolving market demand. We'll explore how Liontown Resources’ adoption of digital lithium auctions could influence...
ASX:HVN
ASX:HVNMultiline Retail

Harvey Norman (ASX:HVN): Assessing Valuation After Announces 10% Share Buyback Program

Harvey Norman Holdings (ASX:HVN) has announced a new share repurchase program, authorizing the buyback of up to 10% of its issued capital over the next year. This move often signals confidence from management in the company’s outlook. See our latest analysis for Harvey Norman Holdings. Harvey Norman Holdings’ share price has surged more than 56% year-to-date, with momentum especially strong over the past three months. This positive trend, echoed by a robust one-year total shareholder return...
ASX:CQR
ASX:CQRRetail REITs

How Investors Are Reacting To Charter Hall Retail REIT (ASX:CQR) Raising FY26 Earnings and Distribution Guidance

At its annual general meeting held on 30 October 2025, Charter Hall Retail REIT approved the appointment of Mr. Paul Craig as Independent Director and announced raised dividend and earnings guidance for fiscal year 2026, including distribution guidance of at least A$0.255 per unit and EPS guidance of A$0.264 per unit. The uplift in distribution and earnings guidance signals an improved financial outlook and may reflect increased confidence in the resilience of necessity-based retail...
ASX:CXO
ASX:CXOMetals and Mining

Why Core Lithium (ASX:CXO) Is Up 26.7% After Upgrading Finniss Ore Reserves and Cutting Costs

Core Lithium recently announced an updated reopening plan for the Finniss Project, deferring the transition to underground mining and cutting pre-production costs by A$35 million to A$45 million, while also increasing the ore reserve estimate for the Grants deposit by 33%. This development enhances the project's appeal for funding partners and aligns with stronger global demand for battery-grade lithium, supported by recent strength in lithium prices. We'll explore how the ore reserve...
ASX:WHC
ASX:WHCOil and Gas

Whitehaven Coal (ASX:WHC) Valuation in Focus Following Latest Share Buy-Back Update

Whitehaven Coal (ASX:WHC) has reported another update to its on-market buy-back, confirming the repurchase of over 7 million shares. This ongoing effort highlights management’s confidence in the company’s long-term financial outlook and shareholder strategy. See our latest analysis for Whitehaven Coal. Whitehaven Coal’s active buy-back arrives following a solid run this year, with a 12.3% year-to-date share price return and the stock holding at $7.05. Momentum has stayed positive, and while...
ASX:ANZ
ASX:ANZBanks

A Look at ANZ (ASX:ANZ) Valuation After FY Results, Dividend Decision, and Strategic Updates

ANZ Group Holdings (ASX:ANZ) has just announced its full-year results, showing a dip in profit following settlement and restructuring charges. Despite this, the Board confirmed a final dividend and highlighted higher net interest income. See our latest analysis for ANZ Group Holdings. Despite the headline dip in annual profit, ANZ Group Holdings has kept the market’s attention with its ongoing strategic updates, board-backed dividend plans, and transparent governance releases. Interestingly,...
ASX:COL
ASX:COLConsumer Retailing

Can Coles Group’s Push for Automation and Digital Innovation Reshape Its Growth Outlook (ASX:COL)?

At its Annual General Meeting on November 11, 2025, Coles Group reported operational progress in automation, supply chain improvements, and digital expansion under new Chairman Peter Allen and CEO Leah Weckert, while shareholders approved routine resolutions but did not pass a constitutional amendment. An interesting aspect is Coles’ focus on technology-driven efficiency and product innovation, exemplified by expanded exclusive ranges and increased eCommerce sales, signaling ongoing efforts...
ASX:BHP
ASX:BHPMetals and Mining

How Record Community Investment and Low-Carbon Projects at BHP (ASX:BHP) Have Changed Its Investment Story

BHP has released its 2025 Community Development Report for Western Australia, marking a record AU$944 million investment in regional development, indigenous partnerships, and local capability building. The company's emphasis on sustainable mining includes upcoming low-carbon iron ore projects and new collaborations supporting mental health and safety in mining regions. We'll look at how strong momentum in copper and industrial metals could reshape BHP's outlook in light of this latest...
ASX:CBA
ASX:CBABanks

Will Commonwealth Bank’s AI Car Tool Shape Its Digital Edge in Financial Services (ASX:CBA)?

In the past week, Commonwealth Bank of Australia introduced an AI-powered assistant on its Cars for CommBank platform, offering consumers detailed car price discovery previously exclusive to dealers. This launch represents the first such tool in Australia and marks Commonwealth Bank's push to extend advanced digital services directly to its retail customers. We'll explore how the introduction of this AI-driven tool could impact Commonwealth Bank's digital strategy and competitive positioning...