ASX:MKR
ASX:MKRMetals and Mining

Manuka Resources (ASX:MKR) Valuation After Planned 2026 Production Restart And Project Progress

Manuka Resources (ASX:MKR) has outlined a plan to restart gold and silver production at its Wonawinta and Mt Boppy operations in Q2 2026, supported by a new executive operations appointment and ongoing project approvals. See our latest analysis for Manuka Resources. The latest A$0.13 share price sits against a backdrop of very strong recent momentum, with a 30 day share price return of 109.68% and a 1 year total shareholder return above 4x. However, the 5 year total shareholder return remains...
ASX:APX
ASX:APXIT

Appen (ASX:APX) Valuation Check After Revenue Beat And Ongoing Margin Challenges

Appen (ASX:APX) is back in focus after quarterly results showed revenue ahead of estimates, putting its AI data services in the spotlight, while ongoing losses and margin pressure keep earnings quality under close watch. See our latest analysis for Appen. The quarterly revenue beat comes after a strong recent run in the shares, with the latest 30 day share price return of 39.13% and a 90 day share price return of 12.28%, in contrast to a 1 year total shareholder return decline of 65.47%. This...
ASX:BRN
ASX:BRNSoftware

BrainChip Holdings ASX BRN Valuation Check As Akida Earnings And Design Wins Approach

Interest in BrainChip Holdings (ASX:BRN) is building ahead of the 4 Mar 2026 earnings report, as investors watch whether commercial rollout of the Akida neuromorphic processor starts to show up in the financials. See our latest analysis for BrainChip Holdings. At A$0.185, BrainChip’s 30 day share price return of 5.71% and 7 day share price return of 2.78% contrast with a 90 day share price decline of 22.92% and a 1 year total shareholder return decline of 44.78%. This suggests recent momentum...
ASX:HMC
ASX:HMCCapital Markets

Kentbruck Wind Farm Approval Could Be A Game Changer For HMC Capital’s (ASX:HMC) Energy Transition Strategy

HMC Capital has now secured ministerial approval for its 600 MW Kentbruck Wind Farm and renewable energy hub in south‑west Victoria, allowing the project to proceed subject to tighter environmental conditions, including potential removal of up to five turbines to protect endangered bird and bat species. The decision reinforces HMC’s push into energy transition infrastructure via its StorEnergy division, underpinning its broader alternatives platform ahead of an expected capital-partnering...
ASX:SGM
ASX:SGMMetals and Mining

A Look At Sims Limited’s Valuation As Earnings Growth Refocuses Attention On ASX 200 Recycler

Earnings growth puts Sims (ASX:SGM) back in focus Recent coverage of Sims (ASX:SGM) highlights earnings growth and operational performance within the ASX 200 metals and recycling sector. This is prompting investors to reassess how the stock fits into their portfolio today. See our latest analysis for Sims. The recent earnings story is playing out in the share price too, with a 36.5% 90 day share price return and 42.2% 1 year total shareholder return suggesting momentum has been building...
ASX:ASX
ASX:ASXCapital Markets

Assessing ASX Limited’s Valuation As Trading Growth And Capital Changes Follow A Major Broker Upgrade

ASX (ASX:ASX) has drawn fresh attention after a major investment bank upgraded its rating, citing higher daily cash market activity, a greater amount of capital quoted, and board-endorsed plans to increase capital buffers and adjust its dividend approach. See our latest analysis for ASX. ASX shares at A$52.39 have seen a 1-day share price return of 0.48% and a 7-day share price return of 1.91%. However, the 30-day and 90-day share price returns of 8.65% and 11.29% declines show that recent...
ASX:AX1
ASX:AX1Specialty Retail

A Look At Accent Group (ASX:AX1) Valuation After The Recent Share Price Drop And Recovery Speculation

User interest in Accent Group (ASX:AX1) has intensified after a sharp share price drop, as investors weigh its footwear brands, private label growth and new Sports Direct stores alongside expectations for future interest rate cuts. See our latest analysis for Accent Group. That sharp reaction comes after a 3.83% 1 month share price return and a 28.84% 3 month share price decline. The 1 year total shareholder return of 58.34% and 5 year total shareholder return of 46.16% indicate that pressure...
ASX:ETM
ASX:ETMMetals and Mining

Energy Transition Minerals (ASX:ETM) Valuation After Nasdaq Listing Plans And Greenland Licence Progress

Energy Transition Minerals (ASX:ETM) has drawn fresh attention after appointing US based advisers to support a planned Nasdaq listing and to progress its Kvanefjeld rare earth project in Greenland, following removal of key procedural licence barriers. See our latest analysis for Energy Transition Minerals. The Nasdaq ambitions and Greenland licensing progress have arrived alongside sharp price moves, with a 30 day share price return of 146.84% and a 1 year total shareholder return of 170.83%...
ASX:ANN
ASX:ANNMedical Equipment

What Ansell (ASX:ANN)'s CEO Succession Plan Means For Shareholders

Ansell has announced that CEO Neil Salmon will retire, with former Fiskars Group chief executive Nathalie Ahlström set to take over leadership from 16 February 2026, marking a planned succession at the top of the protective equipment maker. The orderly transition still raised questions about how new leadership might influence Ansell’s long-term execution on product innovation, efficiency programs, and global growth plans. We’ll now examine how this CEO transition, and the fresh leadership it...
ASX:HCH
ASX:HCHMetals and Mining

Assessing Hot Chili (ASX:HCH) Valuation As Costa Fuego Moves Toward Definitive Feasibility Study

Recent coverage of Hot Chili (ASX:HCH) and its path toward a definitive feasibility study at the Costa Fuego copper gold project has put fresh attention on the company’s move toward potential production readiness. See our latest analysis for Hot Chili. The recent focus on Costa Fuego’s definitive feasibility work comes as Hot Chili’s share price, at A$1.645, has seen a 41.81% 1 month share price return and a 62.07% 3 month share price return, alongside a 120.28% 1 year total shareholder...
ASX:MKR
ASX:MKRMetals and Mining

Is Manuka Resources (ASX:MKR) Quietly Re‑Engineering Its Production Optionality With Wonawinta Restart Plans?

Manuka Resources has outlined plans to restart gold and silver production in Q2 2026 at its 100% owned Wonawinta facility in NSW, backed by an A$18.9 million redevelopment and a 10‑year mine plan across Wonawinta and Mt Boppy, while progressing the Taranaki VTM Project through New Zealand’s Fast-track approvals process. An interesting angle for investors is how the combination of an experienced operations appointment, a modest capital base boost via option exercises, and pending Taranaki...
ASX:CXO
ASX:CXOMetals and Mining

Is Core Lithium’s (ASX:CXO) Cautious Finniss Restart Plan Redefining Its Capital Discipline Story?

In early January 2026, Core Lithium outlined a cautious restart stance for its Finniss Lithium Project as lithium prices and interest in battery metals rebounded after a prolonged downturn. The company’s focus on capital discipline, cost control, and aligning any restart with more sustainable lithium pricing has become a central theme for how investors assess its prospects. With lithium prices rebounding and Core Lithium prioritising a disciplined Finniss restart, we’ll examine how this...
ASX:CDA
ASX:CDAElectronic

Assessing Codan (ASX:CDA) Valuation After Strong Half-Year Update And Metal Detection Growth

Codan (ASX:CDA) has drawn fresh attention after a half-year update flagged strong metal detection demand, with that segment’s revenue up about 46% and group revenue for the first half of FY26 expected to be 29% higher. See our latest analysis for Codan. That upbeat half year update appears to have reset expectations, with Codan’s 1 day share price return of 16.89% and 7 day share price return of 27.12% lifting the stock to A$36.89, while a very large 3 year total shareholder return points to...
ASX:ALL
ASX:ALLHospitality

Aristocrat Leisure’s Expanded A$1.5b Buyback Puts Valuation Gap In The Spotlight

What Aristocrat’s Expanded Buyback Means for Shareholders Aristocrat Leisure (ASX:ALL) has lifted its equity buyback authorization by A$750 million to A$1.5b and extended the program to 5 March 2027, putting capital return decisions firmly in focus for investors. See our latest analysis for Aristocrat Leisure. The higher buyback authorization follows a softer patch in the share price, with a 90-day share price return showing a 16% decline and a 1-year total shareholder return showing a 19.16%...