ASX:STO
ASX:STOOil and Gas

Is Barossa’s First LNG Cargo and Pikka Progress Altering The Investment Case For Santos (ASX:STO)?

Santos has recently begun exporting liquefied natural gas from its Barossa project to Japan, marking a major step-up in its LNG operations alongside higher quarterly production and sales. This milestone, combined with progress at the Pikka oil project in Alaska, strengthens Santos’ profile as a multi-asset producer with growing operational scale. We’ll now examine how Barossa’s first LNG cargo and its ramp-up potential shape Santos’ broader investment narrative and risk profile. The best...
ASX:AMH
ASX:AMHCapital Markets

AMCiL H1 2026 Earnings High 70% Net Margin Supports Bullish Profitability Narrative

AMCiL (ASX:AMH) has put fresh numbers on the table for H1 2026, with trailing 12 month revenue at A$10.248 million and basic EPS of A$0.022709. This compares with prior half year figures that ranged from A$4.758 million to A$4.918 million in revenue and EPS between A$0.009823 and A$0.011277. Over recent halves the company has seen revenue remain in a tight A$4.758 million to A$4.918 million band, while net income excluding extra items sat between A$3.106 million and A$3.573 million. This sets...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation Check After Global Rollout Of AI Analytics And Reporting Tools

Xero (ASX:XRO) has rolled out AI powered analytics and reporting tools globally, following its 2024 Syft acquisition. This update gives small businesses dashboards, cash flow projections, AI insights, and business health scorecards directly inside the platform. See our latest analysis for Xero. Despite the AI rollout and recent product news, Xero’s share price has had a weak patch, with a 30 day share price return of 15.33% and a 90 day share price return of 35.17%, while its 1 year total...
ASX:HUM
ASX:HUMConsumer Finance

Does Activists’ Board Challenge At Humm Group (ASX:HUM) Change The Bull Case For HUM?

Humm Group Limited has issued a notice recommending shareholders vote against all resolutions at the 19 February 2026 general meeting, which seek to remove three current directors and replace them with two nominees put forward by activist investors Jeremy Michael Kersten Raper and Sandhurst Trustees Limited as custodian for Collins St Value Fund. This clash between the board and activist shareholders over who should control key seats highlights a significant test of governance, influence and...
ASX:WGX
ASX:WGXMetals and Mining

Assessing Westgold Resources (ASX:WGX) Valuation After Record Production, Strong Cash Position And Planned Valiant Demerger

Westgold Resources (ASX:WGX) has drawn fresh investor attention after reporting record Q2 FY26 gold production of 111,418 ounces, reaffirming its FY26 guidance while also flagging a planned demerger and IPO of Valiant Gold Limited. See our latest analysis for Westgold Resources. Those production numbers and the upcoming Valiant Gold demerger sit against a strong share price backdrop, with a 90 day share price return of 41.44% and a very large three year total shareholder return. The recent 1...