ASX:NMG
ASX:NMGMetals and Mining

New Murchison Gold (ASX:NMG) Profit Swing Questions Earnings Quality Narrative

New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...
ASX:MTM
ASX:MTMMetals and Mining

Is Metallium (ASX:MTM) Quietly Reframing Its Tech Licensing Strategy With This Flash Joule Deal?

Earlier this week, Metallium Limited, via its wholly owned subsidiary Flash Metals USA Inc., signed a binding Letter of Intent with ElementUSA to deploy its Flash Joule Heating technology for recovering gallium and scandium from red mud at a planned demonstration facility in Gramercy, Louisiana, backed by up to US$10.10 million in non-dilutive funding. The agreement not only secures a commercial framework of license fees, royalties and revenue sharing, but also preserves Metallium’s full...
ASX:SDR
ASX:SDRSoftware

SiteMinder (ASX:SDR): Valuation Check After Adding AI-Focused Director Samantha Lawson to the Board

SiteMinder (ASX:SDR) has added Samantha Lawson to its board as an independent non executive director, bringing deep AI and digital transformation experience that could influence how investors think about the company’s next phase of product and revenue growth. See our latest analysis for SiteMinder. The latest board refresh lands while SiteMinder’s share price sits at A$6.27, with a modest year to date share price return and a powerful three year total shareholder return suggesting momentum...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After OpenAI AI Campus and GPU Supercluster Agreement

NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney. See our latest analysis for NEXTDC. The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
ASX:TLC
ASX:TLCHospitality

What Lottery (ASX:TLC)'s CEO Transition Means For Shareholders

The Lottery Corporation Limited has recently appointed Wayne Pickup as a Director and as its new Managing Director and Chief Executive Officer, marking a change at the top of the organisation. This leadership transition could prove important for how the company balances its traditional lottery operations with its growing focus on digital and technology-led initiatives. We’ll now examine how Wayne Pickup’s appointment as Managing Director and CEO may influence Lottery’s existing investment...
ASX:ASB
ASX:ASBAerospace & Defense

Is Austal’s Surge in 2025 Justified by Its Cash Flow and Earnings Outlook?

Wondering if Austal at $6.23 is still a smart buy after its big run, or if you would just be chasing momentum? Let us unpack what the current price really implies about its value. The stock has slipped slightly in the short term, down 4.4% over the last week and 7.2% over the last month, but that comes after a huge rebound with shares up 101.0% year to date and 122.5% over the past year. Much of this surge has been driven by renewed optimism around Austal's defence shipbuilding contracts and...
ASX:GPT
ASX:GPTREITs

Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has recently launched “Offline” at Queensland’s largest shopping centre, Pacific Fair, turning previously underused space into a rotating, short‑term physical hub for popular online-only brands. This concept highlights GPT’s attempt to blend e-commerce influence with in-person retail, potentially boosting centre vibrancy, tenant appeal and customer engagement. We’ll now explore how repurposing underutilised space for online brands’ pop-up stores may influence GPT Group’s broader...
ASX:CWY
ASX:CWYCommercial Services

Is Goldman’s Recycling-Led Growth Thesis Altering The Investment Case For Cleanaway Waste Management (ASX:CWY)?

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...
ASX:MEI
ASX:MEIMetals and Mining

How The Delayed Caldeira Licence Decision Could Reshape Meteoric Resources’ (ASX:MEI) Rare Earths Narrative

Meteoric Resources NL reported that the vote on the Preliminary Environmental Licence for its Caldeira Rare Earth Project in Minas Gerais, Brazil, was postponed after the state environmental authority requested more time to address questions from the Federal Public Prosecutor's Office. The company highlighted that a comprehensive 3,000-page Environmental Impact Assessment and a favourable technical report from the state regulator underpin its confidence that existing submissions already...
ASX:NEU
ASX:NEUPharmaceuticals

Does Neuren Pharmaceuticals' (ASX:NEU) Pre-IND Delay Hint At Deeper Pipeline Timing Trade-Offs?

Earlier this month, Neuren Pharmaceuticals disclosed that the FDA’s pre-IND meeting for its NNZ-2591 program was pushed back by one month to late January 2026, citing an administrative delay that could modestly affect the development timeline for hypoxic ischemic encephalopathy and other rare neurological indications. This seemingly short postponement is important because NNZ-2591 is Neuren’s second key asset, already granted orphan drug designation in the US and EU, and any shift in its...
ASX:DXB
ASX:DXBBiotechs

ASX Penny Stocks To Consider In December 2025

As the Australian market shows signs of a potential rally to close out the year, investors are eyeing opportunities that extend beyond the major indices. Penny stocks, often associated with smaller or newer companies, continue to attract attention for their potential growth and value propositions. Despite being considered an outdated term by some, these stocks remain relevant as they can offer unique opportunities for those looking to explore under-the-radar investments with strong financial...
ASX:RGN
ASX:RGNRetail REITs

Does Region Group’s Ongoing Buy-back Clarify Its Capital Priorities for Investors (ASX:RGN)?

Region Group recently continued its on‑market buy-back of stapled securities, repurchasing more than 8.8 million units, including hundreds of thousands in the latest trading sessions, as part of its capital management efforts. This ongoing buy-back reduces the pool of outstanding securities, which can incrementally increase each remaining holder’s ownership share and influence future per‑security metrics. We’ll now explore how Region Group’s active on‑market buy-back program may affect its...