ASX:GWR
ASX:GWRMetals and Mining

ASX Penny Stocks To Watch In December 2025

The Australian market has recently experienced a rollercoaster of activity, with the ASX200 showing volatility in response to weaker-than-expected GDP data, reflecting divided investor sentiment. In such fluctuating conditions, identifying stocks with strong fundamentals becomes crucial for investors seeking stability and potential growth. Penny stocks, despite their outdated connotation, continue to represent smaller or emerging companies that can offer significant value when backed by...
ASX:S32
ASX:S32Metals and Mining

Will South32’s (ASX:S32) New ESG Voice Quietly Recast Its Long-Term Capital Allocation Priorities?

South32 Limited has appointed Geoff Healy as an independent Non-Executive Director, with his Board tenure beginning on 2 December 2025 and formal election to be sought at the 2026 Annual General Meeting. His background in climate, sustainability, legal and external affairs across BCG, BHP and Herbert Smith Freehills suggests a stronger emphasis on risk, ESG and energy-transition governance within South32’s boardroom. We’ll now examine how Healy’s ESG-focused appointment could reshape...
ASX:MTS
ASX:MTSConsumer Retailing

Can Metcash’s (ASX:MTS) Steady Dividend Offset Tobacco-Driven Earnings Pressure?

Metcash Limited has reported half-year results to 31 October 2025 showing essentially flat group sales at A$8,477.5 million and net profit of A$142.2 million, while declaring a fully franked interim dividend of A$0.085 per share. Beneath the headline stability, a sharp fall in tobacco sales following July’s regulatory changes is reshaping the mix of Metcash’s wholesale earnings and testing the resilience of its core food, liquor and hardware businesses. We’ll now examine how the tobacco-led...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After Raised FY26 Capex Guidance and AI-Driven Contract Wins

NEXTDC (ASX:NXT) has caught investors attention after lifting its FY26 capital expenditure guidance to A$2.2 billion to A$2.4 billion, following a 29% jump in contracted utilisation from fresh AI and cloud driven deals. See our latest analysis for NEXTDC. Those contract wins and the upgraded capex plans have come after a softer patch, with the 30 day share price return at minus 14.22% and 1 year total shareholder return at minus 16.90%, but the three year total shareholder return of 53.74%...
ASX:PRU
ASX:PRUMetals and Mining

Is It Too Late to Consider Perseus Mining After Its 113% 2025 Share Price Surge?

Wondering if Perseus Mining is still a smart buy after such a huge run, or if the real value has already been priced in? Let us unpack what the current share price is really saying about the business. The stock has climbed 1.1% over the last week, 16.1% in the last month, and an impressive 113.0% year to date, with a 115.7% gain over the past year and 418.0% over five years. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been...
ASX:SXE
ASX:SXEConstruction

Will Heyday’s WestConnex Arbitration Loss Reframe Southern Cross Electrical Engineering’s (ASX:SXE) Risk Management Narrative?

Southern Cross Electrical Engineering’s subsidiary Heyday recently lost an arbitration case against the CPB Dragados Samsung Joint Venture over additional cost claims on Sydney’s WestConnex M5 tunnel project. This setback has raised questions about the group’s project risk management, even as analysts continue to highlight its robust order pipeline and sector tailwinds. We’ll now explore how this arbitration loss and its risk-management lessons may influence Southern Cross Electrical...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF): Assessing Valuation After Director Buying and New Share Issuance

West African Resources (ASX:WAF) has drawn fresh attention after a director lifted their stake while the company simultaneously issued nearly one million new shares on the ASX, reshaping the ownership and liquidity picture. See our latest analysis for West African Resources. Those moves come after a strong run, with the share price now at A$2.82 and a powerful year to date share price return of around 92 percent, supported by a three year total shareholder return above 160 percent. This...
ASX:ALK
ASX:ALKMetals and Mining

Is Alkane Resources (ASX:ALK) Quietly Recasting Its Risk Culture With McComish’s Appointment?

Alkane Resources has appointed Denise McComish as an independent Non-Executive Director and Chair of its Audit & Risk Committee, effective 1 December 2025, bringing three decades of audit and advisory experience from KPMG and multiple board roles across mining and other sectors. Her background in finance, ESG oversight and mining governance may reshape Alkane’s risk management approach and strengthen confidence among lenders, regulators and long-term shareholders. Next, we’ll examine how...
ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Valuation After OpenAI Partnership, realAssist Launch and Ray White Data Deal

REA Group (ASX:REA) has been busy, rolling out OpenAI powered tools and its new realAssist companion while locking in a data heavy integration with Ray White, moves that reshape how its marketplace captures value. See our latest analysis for REA Group. Despite the launch of OpenAI powered tools and the Ray White data deal, REA Group’s share price return has been under pressure. A 30 day share price return of minus 11.73 percent has fed into a year to date share price loss of 19.13 percent...
ASX:FMG
ASX:FMGMetals and Mining

Is Fortescue’s BYD Battery Rollout Quietly Recasting Its Green Energy Narrative (ASX:FMG)?

In early December 2025, Fortescue Ltd’s CEO of Metals & Operations, Dino Otranto, presented at the Resourcing Tomorrow and Mines and Money conferences in London, outlining the company’s iron ore operations and growing focus on new-energy materials. These appearances came soon after Fortescue advanced its green energy push, including deploying a large-scale BYD battery system and integrating renewable power and storage into its Australian mining operations, underlining a shift toward green...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP): Assessing Valuation After Havieron Feasibility Study Confirms 17-Year Low-Cost Mine Plan

Greatland Resources (ASX:GGP) has just locked in a 17 year mine plan at its Havieron gold copper project, confirming a low cost development that leans heavily on nearby Telfer infrastructure. See our latest analysis for Greatland Resources. The strong feasibility news lands after a sharp run, with Greatland Resources’ 90 day share price return of 36.08% and year to date share price return of 13.15% signaling building momentum from earlier lows. If Havieron’s progress has you thinking about...
ASX:AIS
ASX:AISMetals and Mining

A Fresh Look at Aeris Resources (ASX:AIS) Valuation After Robert Millner AO’s Board Resignation

Aeris Resources (ASX:AIS) has landed back on investor radars after Non Executive Director Robert Millner AO resigned with immediate effect, prompting a board refresh process that could subtly reshape its strategic direction. See our latest analysis for Aeris Resources. That board change lands at a time when sentiment has clearly shifted, with the share price up 6.52 percent over one day and delivering an 84.91 percent 90 day share price return. Yet longer term total shareholder returns over...
ASX:MEI
ASX:MEIMetals and Mining

Does Meteoric Resources' (ASX:MEI) Licensing Delay Clarify or Complicate Its Brazilian Rare Earths Story?

Meteoric Resources has reported that its preliminary environmental licence vote for the Caldeira Rare Earth Project in Brazil was postponed after the state regulator requested more time to address questions from the Federal Public Prosecutor’s Office. The company highlighted that it has already submitted extensive technical studies and an Environmental Impact Assessment, arguing these materials should be sufficient to answer the prosecutor’s concerns and keep the project’s permitting...
ASX:HMC
ASX:HMCCapital Markets

ASX Penny Stocks To Watch: 3 Picks With Market Caps Under A$2B

As Australian shares are poised for a mid-week advance, buoyed by Wall Street’s optimism and promising GDP figures, investors are keeping a keen eye on emerging opportunities within the market. For those interested in exploring beyond the well-trodden paths of large-cap stocks, penny stocks—despite their vintage name—remain an intriguing area of potential value. These smaller or newer companies can offer compelling opportunities with less risk than one might expect, especially when they...
ASX:MI6
ASX:MI6Metals and Mining

Minerals 260 (ASX:MI6): Assessing Valuation After Doubling Bullabulling Gold Resource and Gibraltar Milestone

Minerals 260 (ASX:MI6) has announced a major milestone at its Bullabulling project, doubling the contained gold resource to 4.5 million ounces. This upgrade includes new extensions confirmed by drilling as well as a maiden resource at Gibraltar. See our latest analysis for Minerals 260. The resource upgrade has energized Minerals 260’s share price, which has soared 221.74% year-to-date and 155.17% over the past 90 days, reflecting growing investor confidence in the company’s project...