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...
ASX:TWE
ASX:TWEBeverage

Treasury Wine Estates (ASX:TWE) Is Down 6.9% After Buy-Back Pause and Guidance Withdrawal – Has The Bull Case Changed?

Treasury Wine Estates recently paused its A$200 million share buy-back plan and withdrew its FY26 earnings guidance, citing lower-than-expected performance in China and distribution challenges in California. The company also held its 2025 Annual General Meeting, where shareholders approved an increase in board size and discussed issues including executive compensation and governance stability. This combination of operational headwinds and significant shifts in capital allocation signals a...
ASX:GMD
ASX:GMDMetals and Mining

Why Genesis Minerals (ASX:GMD) Is Up 16.4% After Record Gold Output and Strong Profit Guidance

Genesis Minerals recently reported record September-quarter gold production of 72,878 ounces and unaudited statutory net profit after tax between A$105 million and A$115 million. The company's strong operational and financial performance underscores momentum in its ‘ASPIRE 400’ expansion strategy, which emphasizes plant upgrades and boosted exploration spending. We’ll examine how Genesis Minerals’ record-setting gold production shapes its investment narrative and future development...
ASX:EMR
ASX:EMRMetals and Mining

Emerald Resources (ASX:EMR) Valuation Review Following Okvau Mine Production Shortfall and Expansion Update

Emerald Resources (ASX:EMR) has updated investors on the Okvau Gold Mine, reporting that third-quarter production fell short of prior guidance after heavy rainfall limited access to high grade ore during September. See our latest analysis for Emerald Resources. Despite a weather-disrupted quarter, Emerald Resources’ 1-day share price return jumped 4.12%, capping off a formidable 29.6% gain for the past month and a year-to-date share price surge of 69.5%. With a 1-year total shareholder return...
ASX:NVX
ASX:NVXElectronic

Capital Injection and BNY Mellon's Larger Stake Could Be a Game Changer for NOVONIX (ASX:NVX)

Earlier this week, NOVONIX Limited announced the issuance of 48,044,482 new shares on the Australian Securities Exchange after the conversion of convertible debentures to strengthen its capital structure and position in the battery materials sector. BNY Mellon’s recent move to increase its holding in NOVONIX from 8% to 10% illustrates growing international institutional interest, especially from US investors using the ADR system. We'll explore how BNY Mellon's heightened stake and the share...
ASX:PNV
ASX:PNVMedical Equipment

PolyNovo (ASX:PNV) Valuation in Focus After Board Appointment of ResMed Veteran Robert Douglas

PolyNovo (ASX:PNV) has just appointed Robert Douglas to its Board of Directors, sparking fresh interest from investors. Douglas’s background in medical device technology and board-level oversight could influence PolyNovo’s next phase of growth. See our latest analysis for PolyNovo. PolyNovo’s appointment of Robert Douglas arrives at a time when the market has been recalibrating its expectations. The stock’s 1-year total shareholder return of -45.5% and year-to-date share price return of...
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: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: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: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...