ASX:BGL
ASX:BGLMetals and Mining

Bellevue Gold (ASX:BGL): Valuation Check as Deacon North High-Grade Ore Development Gets Back on Track

Bellevue Gold (ASX:BGL) has confirmed it is back on track at Deacon North, resuming development and keeping first ore from this high grade zone pencilled in for the June 2026 quarter. See our latest analysis for Bellevue Gold. Investors seem to be leaning into that higher grade outlook, with the share price at A$1.425 driving a 22.84 percent 1 month share price return and a 62.86 percent 3 month share price return. The 3 year total shareholder return of 33.8 percent shows momentum has been...
ASX:APA
ASX:APAGas Utilities

APA Group (ASX:APA) Valuation After Brigalow Peaking Power Plant Deal With CS Energy

APA Group (ASX:APA) has drawn fresh attention after signing a joint development agreement with CS Energy to lead and own 80% of the proposed 400MW Brigalow Peaking Power Plant in Queensland. See our latest analysis for APA Group. The Brigalow announcement lands after a busy stretch for APA, including the sale of its Networks business. It comes with the share price at A$9.29 after a robust year to date share price return of 32.34 percent and a strong 1 year total shareholder return of 40.33...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals (ASX:TLX) Valuation After ZIRCON-X Data Highlights TLX250-CDx’s Potential Clinical and Commercial Impact

Telix Pharmaceuticals (ASX:TLX) just released ZIRCON-X study data showing its TLX250-CDx kidney imaging agent could have changed clinical decisions for almost half of patients, with more than 20% potentially avoiding invasive biopsy. See our latest analysis for Telix Pharmaceuticals. Despite the latest ZIRCON-X update highlighting the potential commercial impact of TLX250-CDx, Telix’s recent share price performance has been choppy, with a 1 month share price return of minus 9.68 percent and a...
ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD): Valuation Check After Resources Rising Stars Strategy Update

Genesis Minerals (ASX:GMD) just stepped into the spotlight at the Resources Rising Stars Summer Series in Sydney, where Corporate Development Officer Troy Irvin outlined how the gold producer is thinking about growth and capital allocation. See our latest analysis for Genesis Minerals. The timing of Irvin’s update lines up with a strong run in the stock, with a 30 day share price return of 15.61 percent feeding into a hefty year to date share price gain and a three year total shareholder...