ASX:BPT
ASX:BPTOil and Gas

Beach Energy (ASX:BPT): Assessing Valuation After Production Growth and Waitsia Gas Plant Launch Progress

Beach Energy (ASX:BPT) just shared its first quarter results, revealing an 8% jump in production along with double-digit growth in both sales volumes and revenue as the Waitsia Gas Plant approaches its critical start-up phase. See our latest analysis for Beach Energy. Beach Energy’s recent production milestone and progress at Waitsia have sparked renewed market interest, reflected in a 4.4% jump in share price over the past day and 6.8% over the past week. However, with a one-year total...
ASX:ORG
ASX:ORGElectric Utilities

How New LNG Production Guidance at Origin Energy (ASX:ORG) Has Changed Its Investment Story

Origin Energy Limited recently updated its corporate outlook, issuing new production guidance for fiscal year 2026, with Australia Pacific LNG production expected in the range of 635 to 680 petajoules. This guidance provides detailed expectations for one of Origin’s major assets, directly informing investor understanding of forthcoming operational performance and resource utilization. To assess the significance of Origin’s newly announced LNG production range, we’ll look at how it could...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP): Evaluating Valuation After Standout Quarterly Results and Share Price Surge

Zip Co (ASX:ZIP) has caught the market’s eye after its latest quarterly results surpassed expectations for both revenue growth and operational margins. The resulting surge in share price and trading volumes points to renewed investor optimism. See our latest analysis for Zip Co. After a stellar quarterly update, Zip Co’s momentum has picked up sharply, recently notching a 56% share price return over 90 days and pushing its 1-year total shareholder return to nearly 59%. Despite some bumps over...
ASX:WBC
ASX:WBCBanks

Does Westpac’s Net Loss and Governance Shift Alter the Bull Case for ASX:WBC?

Westpac Banking Corporation reported full year results for the period ended September 30, 2025, disclosing a net interest loss of A$93 million and a net loss of A$56 million. The bank also proposed changes to its constitution at its most recent Annual General Meeting, allowing shareholders to express advisory opinions on material risks identified by the company or directors. We'll consider how Westpac's reported net loss affects its investment narrative amid heightened competition and rising...
ASX:CBA
ASX:CBABanks

How Investors Are Reacting To Commonwealth Bank of Australia (ASX:CBA) Surge in Mortgage Inquiries Amid Rate Cut Hopes

In recent news, the Commonwealth Bank of Australia saw a surge in mortgage quote inquiries, fueled by expectations of interest rate cuts in 2026 and newly announced homebuyer incentives. This trend highlights growing confidence in the bank's potential to expand its mortgage market position in an increasingly supportive lending environment. We’ll consider how the anticipated boost in mortgage activity may recalibrate Commonwealth Bank’s investment narrative and future growth outlook. Uncover...
ASX:VNT
ASX:VNTConstruction

A$935 Million Defence Contract Might Change The Case For Investing In Ventia Services Group (ASX:VNT)

Ventia Services Group announced it has secured a new contract valued at approximately A$935 million to provide service and support for the Australian Defence Force’s clothing capability, commencing May 2026 for an initial term of seven years with extension options. This agreement appoints Ventia as the sole industry partner, enhancing its role in Defence supply chains and reinforcing its expertise in long-term government contracting. We’ll explore how this Defence contract win supports...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation in Focus After Rising Ryoncil® Revenues and New US Reimbursement Pathways

Mesoblast (ASX:MSB) is catching investor attention following its announcement that Ryoncil® revenues are on the rise. This growth is supported by expanding physician adoption and access through both commercial and government reimbursement programs. See our latest analysis for Mesoblast. With momentum building off the back of Ryoncil®’s revenue growth and new CMS reimbursement pathways, Mesoblast’s share price has rebounded 16.7% over the past three months. But the real highlight is the 82.2%...
ASX:SPL
ASX:SPLPharmaceuticals

Promising ASX Penny Stocks To Consider In October 2025

Australian shares have shown a positive shift following the successful meeting between Anthony Albanese and Donald Trump, which focused on critical minerals and the AUKUS partnership. As investors navigate these developments, attention turns to penny stocks, a term that may seem outdated but still holds significance for those seeking unique opportunities. These smaller or newer companies can offer a blend of affordability and growth potential when backed by strong financials, making them...
ASX:SKS
ASX:SKSElectrical

Undiscovered Gems in Australia for October 2025

As the Australian market experiences a robust start to the week, buoyed by financial sector gains and anticipation surrounding the Albo-Trump meeting, investors are closely monitoring developments in rare earths amidst geopolitical tensions. In such dynamic conditions, identifying promising small-cap stocks requires a keen eye for companies poised to benefit from strategic partnerships and emerging industry trends.
ASX:BKI
ASX:BKICapital Markets

3 ASX Penny Stocks With Over A$100M Market Cap

The Australian market started the week strong, with the XJO climbing above 9,000 points, driven by gains in the financials sector as anticipation builds around a key meeting between Anthony Albanese and Donald Trump. In this context of economic shifts and strategic discussions on critical minerals, penny stocks remain an intriguing investment area for those seeking potential growth in smaller or newer companies. Despite their outdated name, these stocks can still offer surprising value when...
ASX:QBE
ASX:QBEInsurance

QBE (ASX:QBE) Valuation in Focus After Early Redemption of USD Subordinated Notes

QBE Insurance Group (ASX:QBE) has announced plans to redeem all of its USD-denominated Subordinated Notes ahead of schedule, after securing regulatory approval. This move represents a notable update to QBE's capital structure strategy. See our latest analysis for QBE Insurance Group. QBE’s decision to redeem its subordinated notes comes at an interesting juncture, as the stock price has endured some short-term volatility but delivered strong results over the long haul. While the share price...
ASX:SLX
ASX:SLXMachinery

Why Silex Systems (ASX:SLX) Is Up 6.6% After Major Advances in US Uranium Market Push

Silex Systems recently announced significant advancements in the commercialization of its SILEX uranium enrichment technology, including successful technology demonstrations and regulatory milestones, alongside news of a completed equity raise securing funding through FY2028. These developments position Silex to actively pursue US nuclear fuel supply opportunities as the global nuclear industry undergoes continued expansion. We’ll explore how progress in unlocking US nuclear sector...
ASX:ARR
ASX:ARRMetals and Mining

Assessing American Rare Earths (ASX:ARR) Valuation After Halleck Creek Processing Breakthrough and Project Progress

American Rare Earths (ASX:ARR) has caught attention after announcing a major breakthrough at its Halleck Creek project. The company successfully tackled a historic processing challenge and reduced unwanted byproducts in allanite-based rare earth extraction. See our latest analysis for American Rare Earths. Momentum around American Rare Earths has clearly built over recent months, with the stock posting a remarkable 68.66% 1-month share price return and an impressive year-to-date gain of...
ASX:SMI
ASX:SMIMetals and Mining

Santana Minerals (ASX:SMI) Is Up 24.0% After Securing Full Bendigo-Ophir Land Ownership and Ending Royalties

In recent news, Santana Minerals secured freehold ownership of all land encompassing its Bendigo-Ophir Gold Project in Otago, New Zealand, including the extinguishing of certain net smelter return royalties, for a total consideration of NZ$50 million paid in stages. This move gives Santana direct control over key gold deposits and vital infrastructure, significantly simplifying future project development and operational planning. We’ll explore how gaining full land ownership and eliminating...
ASX:OMH
ASX:OMHMetals and Mining

Euroz Hartleys Group And 2 Other ASX Penny Stocks To Watch

Australian shares have seen a slight dip in futures, reflecting a cautious market as investors await key economic developments and geopolitical talks. Amidst this backdrop, penny stocks present an intriguing opportunity for those looking to explore beyond established names. Although the term 'penny stocks' might seem outdated, these smaller or newer companies can offer a blend of affordability and growth potential when backed by strong financials.
ASX:CXO
ASX:CXOMetals and Mining

Core Lithium (ASX:CXO) Raises Fresh Capital—Will This New War Chest Accelerate Growth Plans?

Core Lithium Ltd recently completed an institutional placement by issuing 198,125,292 ordinary shares at A$0.105 per share to institutional and professional investors. This capital raise is part of Core Lithium's plan to reinforce its financial footing and create opportunities for operational growth in the lithium sector. We will explore how this equity placement may reshape Core Lithium's investment narrative, particularly its impact on available growth capital. AI is about to change...
ASX:LYC
ASX:LYCMetals and Mining

Lynas Rare Earths (ASX:LYC) Valuation Spotlight After U.S. Supply Chain Deal With Noveon Magnetics

Lynas Rare Earths (ASX:LYC) just announced a Memorandum of Understanding with Noveon Magnetics to build a fully traceable, domestic U.S. supply chain for rare earth permanent magnets. This move comes as supply chain issues push demand higher, particularly in defense and infrastructure. See our latest analysis for Lynas Rare Earths. Lynas Rare Earths’ momentum has been remarkable lately. The 30-day share price return sits at 31.7%, and the year-to-date gain is a staggering 194.6%. While...
ASX:MGX
ASX:MGXMetals and Mining

IPD Group And 2 Other ASX Penny Stocks To Consider

The Australian market is facing a potential decline, influenced by the rising gold prices and weaker-than-expected jobs data, which could keep the indices within the 9,000 range. Amid these conditions, investors often look for opportunities that balance risk and reward, making penny stocks an intriguing option. Although considered a vintage term, penny stocks can still offer significant value when backed by robust financials and solid fundamentals.
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Tightens Operations and Accelerates Green Shift Is Its Cost Base Now Sustainable?

In recent weeks, Fortescue Metals Group announced significant operational changes, including large-scale job cuts, a shift of electric motor manufacturing to China, and new contracts for decarbonisation power infrastructure at its mining sites. These moves highlight Fortescue's continued response to market pressures and dedication to sustainability, as it streamlines costs and accelerates its transition toward greener mining operations. We'll explore how these operational changes and renewed...
ASX:RRL
ASX:RRLMetals and Mining

Does Regis Resources’ (ASX:RRL) Steady Output Reveal Resilience or Sector Challenges Ahead?

Regis Resources Limited recently reported its operating results for the quarter ended 30 September 2025, announcing total group gold production of 90.4 thousand ounces and presented an operations and outlook update at the Citi Investment Conference. The company reaffirmed its mineral resource and reserve estimates while highlighting sector risks, offering investors a comprehensive view of both its performance and the challenges facing the gold industry. We'll explore how Regis Resources'...
ASX:QBE
ASX:QBEInsurance

Is QBE (ASX:QBE) Reshaping Its Risk Profile With Early Debt Redemption?

QBE Insurance Group has redeemed all its outstanding US$300 million Subordinated Notes early as of 12 November 2025, following approval from APRA, with the notes to be cancelled and delisted from the Singapore Exchange. This early redemption reflects a significant capital management move that changes the company's debt profile and signals ongoing regulatory engagement. We'll explore how this proactive capital management step may influence QBE's investment outlook and risk...