ASX:29M
ASX:29MMetals and Mining

What 29Metals (ASX:29M)'s Q4 Zinc Shortfall And Downgrade Mean For Shareholders

In the past few days, Jefferies analyst Mitch Ryan downgraded 29Metals to Underperform after the company reported an 86% zinc production shortfall in the fourth quarter due to seismic issues at its Xantho Extended mine. This combination of a sharply weaker operating outcome and a more cautious analyst stance has intensified focus on 29Metals’ ability to deliver on its longer-term production plans. We’ll now examine how the Xantho Extended seismic disruption and resulting production shortfall...
ASX:ARU
ASX:ARUMetals and Mining

How Investors May Respond To Arafura Rare Earths (ASX:ARU) Potential US$1.05 Billion Cornerstone Funding

Arafura Rare Earths has drawn fresh market attention after reports of potential cornerstone funding of about US$1.05 billion for its Nolans rare earths project, seen as an important step toward securing overall project financing and construction. This prospective funding package is material because it could address a major capital hurdle for Nolans, sharpening focus on how Arafura might progress from project planning into development. With recent share price moves and potential...
ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...
ASX:BHP
ASX:BHPMetals and Mining

How Investors May Respond To BHP Group (ASX:BHP) Sitting Out Rio Tinto–Glencore Merger Talks

In recent days, BHP Group has opted to stay out of the renewed Rio Tinto–Glencore merger discussions, while continuing to emphasize its existing copper, potash and alumina-related operations as peers pursue large-scale consolidation. This decision leaves BHP watching from the sidelines as potential rivals bulk up in copper and other transition metals, sharpening questions about how it will protect its scale advantage and project pipeline amid shifting industry structure and regulatory...
ASX:NHC
ASX:NHCOil and Gas

Top ASX Dividend Stocks To Boost Your Portfolio

As the ASX200 enjoyed a solid performance on Tuesday, buoyed by higher gold and silver prices and strong materials sector gains, investors are increasingly looking at dividend stocks as a reliable strategy amidst fluctuating global events. In such dynamic market conditions, selecting high-quality dividend stocks can provide stability and income potential for your portfolio.
ASX:XRO
ASX:XROSoftware

Exploring Three High Growth Tech Stocks In Australia

The Australian market has recently shown resilience, with the ASX200 experiencing a positive run, buoyed by higher gold and silver prices and an uptick in materials stocks. In this environment, identifying high growth tech stocks involves looking for companies that can navigate economic uncertainties and leverage technological advancements to drive future performance.
ASX:ZIM
ASX:ZIMMetals and Mining

Exploring Three Undiscovered Gems In The Australian Market

As the Australian market experiences a robust uptick, with the ASX200 showing significant gains driven by strong performances in materials and defense sectors, investors are keenly observing how global events and economic policies shape opportunities for growth. In this dynamic environment, identifying promising stocks involves looking for companies that can capitalize on sectoral trends or offer unique value propositions amidst broader market movements.
ASX:OBM
ASX:OBMMetals and Mining

ASX Penny Stocks Spotlight: Immutep And Two More To Consider

The Australian stock market recently experienced a solid performance, buoyed by higher gold and silver prices and a positive close on Wall Street. In the context of these market dynamics, investors might consider exploring opportunities beyond traditional large-cap stocks. Penny stocks, despite their seemingly outdated name, continue to offer intriguing possibilities for those interested in smaller or newer companies with potential growth prospects.
ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation As Spectrum Holiday And 5G Slowdown Reshape Spending And Pricing

Event overview and why it matters for TPG Telecom Recent commentary around an upcoming spectrum holiday and slower 5G rollout has put TPG Telecom (ASX:TPG) in focus, as lower expected capital spending coincides with planned postpaid mobile price increases of about 3%. See our latest analysis for TPG Telecom. At a share price of A$3.97, TPG Telecom’s 7 day share price return of 4.2% and 30 day share price return of 4.47% follow a 90 day share price decline of 24.38%. The 1 year total...
ASX:CSL
ASX:CSLBiotechs

A Look At CSL (ASX:CSL) Valuation As Investors Await Plasma And Vaccine Update In February Results

CSL (ASX:CSL) is back in focus after an ASX filing confirmed 34,261 employee rights have lapsed. This routine equity update leaves investor attention fixed on February’s half-year results and interim dividend announcement. See our latest analysis for CSL. CSL’s share price has been choppy, with a 7 day share price return of 2.99% but a 30 day decline of 5.77%, and a 1 year total shareholder return of 36.8% in the red, suggesting momentum has been fading as investors reassess growth and...
ASX:SFR
ASX:SFRMetals and Mining

Should Sandfire’s 2026 Multi‑Metal Production Guidance Reshape the Thesis for Sandfire Resources (ASX:SFR) Investors?

Sandfire Resources Limited recently issued production guidance for fiscal 2026, forecasting Group CuEq output of 149–165 kt from 10.2 Mt of ore processed, including 102–114 kt of copper, 94–104 kt of zinc, 7.5–8.5 kt of lead, and 5.0–5.4 Moz of silver. This detailed multi-metal outlook gives investors a clearer view of Sandfire’s operational mix and potential revenue drivers across its key assets. We’ll now explore how Sandfire’s 2026 copper and zinc production guidance reshapes the...