ASX:EDV
ASX:EDVConsumer Retailing

Does Softer H1 Margins and ALH Leadership Change Shift the Bull Case For Endeavour (ASX:EDV)?

Endeavour Group Limited recently reported modest group sales growth of 1% to A$6.68 billion for H1 FY26, but flagged a decline in profitability amid heavier discounting and one-off supply chain costs, while also confirming that ALH Hotels Managing Director Paul Carew has stepped down, with Paul Walton returning as interim leader. This mix of softer profit outcomes and leadership transition in the key hotels division highlights how Endeavour is balancing margin pressure, operational change,...
ASX:BTR
ASX:BTRMetals and Mining

Assessing Brightstar Resources’ Valuation After New Approvals And Resource Upgrade In Western Australia

Brightstar Resources (ASX:BTR) is back on investors’ radar after fresh mining approvals at Lady Shenton and new drill results at Lord Byron lifted measured and indicated resources by 8%, which reduced project development risk. See our latest analysis for Brightstar Resources. Despite the latest mining approvals and resource upgrade, Brightstar’s 1 day share price return of 3.81% and 7 day share price return of 2.88% suggest some profit taking after recent optimism, while the 1 year total...
ASX:BML
ASX:BMLMetals and Mining

A Look At Boab Metals (ASX:BML) Valuation As Sorby Hills Funding Is Secured Through First Production

Boab Metals (ASX:BML) has reached a key funding milestone, completing an oversubscribed share purchase plan that, together with earlier raisings, fully finances the Sorby Hills Silver Lead Project through to first production in 2027. See our latest analysis for Boab Metals. The recent funding success and ASX quotation of an extra 17.5 million shares comes after a 30 day share price return of 29.63% and a 1 year total shareholder return of 200%. However, the latest 1 day move showed a 6.25%...
ASX:SS1
ASX:SS1Metals and Mining

Sun Silver (ASX:SS1) Is Up 7.5% After New High-Grade Maverick Springs Assays Confirm Scale

In January 2026, Sun Silver Ltd. reported further assay results from its 2025 drilling at the Maverick Springs Silver-Gold Project in Nevada, highlighting thick, high-grade silver-gold intercepts that confirm mineralisation continuity and scale within its existing JORC Inferred Mineral Resource. An interesting angle is that the project already hosts an inferred resource of 237 million tonnes containing very large silver-equivalent metal, and the new assays suggest mineralisation at or above...
ASX:PLS
ASX:PLSMetals and Mining

How China’s VAT-Driven Lithium Price Spike At PLS Group (ASX:PLS) Has Changed Its Investment Story

PLS Group recently benefited after lithium prices in China jumped on the back of a move to phase out VAT export rebates on battery products, boosting expectations for short-term demand and supporting Australian lithium miners. Investor attention is now turning to PLS Group’s December-quarter activities report and webcast held on 30 January 2026, as the market looks for signs of how shifting lithium prices are flowing through to sales volumes, pricing, and costs. We’ll now examine how China’s...
ASX:FID
ASX:FIDCapital Markets

ASX Dividend Stocks To Consider In January 2026

As the Australian market rides the wave of a potential commodities supercycle, driven by soaring metals prices and robust materials sector performance, investors are keenly observing how these dynamics influence broader economic trends. In this environment, dividend stocks can offer appealing stability and income potential; selecting those with strong fundamentals and ties to thriving sectors like materials could be particularly beneficial.
ASX:WA1
ASX:WA1Metals and Mining

ASX Growth Stocks With Strong Insider Confidence

As the Australian market navigates a potential commodities supercycle, with materials leading the charge and the ASX200 showing signs of resilience, investors are keenly observing sectors that could benefit from this momentum. In such an environment, growth companies with high insider ownership can be particularly appealing as they often signal strong internal confidence and alignment with shareholder interests, making them noteworthy contenders for those looking to capitalize on Australia's...
ASX:LYC
ASX:LYCMetals and Mining

3 ASX Stocks Estimated To Trade At Discounts Up To 36.4%

The Australian market is currently experiencing a notable surge in the materials sector, driven by rising commodity prices and renewed interest in critical minerals. In this environment, identifying undervalued stocks can present opportunities for investors seeking to capitalize on potential growth, especially when these stocks are trading at significant discounts compared to their intrinsic value.
ASX:EHL
ASX:EHLTrade Distributors

Discovering Undiscovered Gems in Australia This January 2026

As the Australian market rides a wave of optimism driven by surging commodity prices, particularly in materials like neodymium and silver, there's renewed interest in small-cap stocks that could benefit from this momentum. In this environment, identifying promising companies often means looking for those poised to capitalize on the booming materials sector while maintaining strong fundamentals and growth potential.
ASX:VFY
ASX:VFYLife Sciences

Atomic Eagle And 2 More ASX Penny Stocks To Watch

As the Australian market experiences a potential commodities supercycle, driven by surges in metals like gold and silver, investor interest in materials is on the rise. Amid this backdrop, penny stocks—often representing smaller or newer companies—continue to offer intriguing opportunities for growth at accessible price points. Despite their vintage name, these stocks can still provide surprising value when they are backed by strong financial health and solid fundamentals.
ASX:GMG
ASX:GMGIndustrial REITs

Should Goodman’s Hong Kong Data Centre Expansion Require Action From Goodman Group (ASX:GMG) Investors?

Goodman Group has expanded its Hong Kong presence through the Goodman Hong Kong Data Centre Partnership, which now manages six facilities with a combined 180 MW of IT capacity, including two data centres that were under construction when the partnership launched in July 2025. This build-out, backed by major global investors, strengthens Goodman’s role in supplying large-scale digital infrastructure to support Asia’s rapidly developing data economy. We’ll now examine how Goodman’s scaled Hong...
ASX:MIR
ASX:MIRCapital Markets

Mirrabooka Investments (ASX:MIR) High P/E Tests Bullish Narrative Of 14.4% Earnings Growth

Mirrabooka Investments (ASX:MIR) has opened H1 2026 with trailing twelve month revenue of A$18.1 million and Basic EPS of A$0.058, alongside 14.4% earnings growth over the past year and around 12% average annual profit growth over the past five years. Over recent reporting halves the company has seen revenue move from A$9.1 million in H2 2024 to A$7.1 million in H1 2025 and A$5.4 million in H2 2025, with Basic EPS shifting over the same periods from A$0.0315 to A$0.0237 and then A$0.0168...
ASX:BSL
ASX:BSLMetals and Mining

BlueScope Steel (ASX:BSL) Is Up 5.4% After A$438m Special Dividend Plan - What's Changed

Earlier this week, BlueScope Steel’s Board announced it would return A$438 million in surplus cash to investors via an unfranked special dividend of A$1.00 per share, with shares trading ex-dividend from 20 January 2026 and payment scheduled for 24 February 2026. This one-off payout, coming just days after the Board rejected a A$13.2 billion takeover proposal as significantly undervaluing the company, highlights management’s preference to reward existing shareholders while maintaining...