ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths’ Valuation After Hancock Investment And Nolans Project Progress

Why Arafura Rare Earths is on investors’ radar right now Arafura Rare Earths (ASX:ARU) is back in focus after securing an A$125 million investment from Hancock Prospecting and moving closer to a Final Investment Decision on its Nolans rare earths project. See our latest analysis for Arafura Rare Earths. The recent Hancock funding and progress toward a Final Investment Decision seem to have coincided with building momentum, with a 7 day share price return of 11.32% and a 30 day share price...
ASX:NIC
ASX:NICMetals and Mining

Did Sphere Corp’s US$2.4b ENC Deal Just Shift Nickel Industries’ (ASX:NIC) Investment Narrative?

Earlier this week, Sphere Corp announced a US$2.40 billion partnership to acquire a 10% stake in Nickel Industries’ ENC HPAL project in Indonesia, alongside an offtake agreement for ENC nickel cathode targeting Western aerospace and aeronautical customers. This marks Nickel Industries’ first Western offtake for ENC material, effectively linking its Indonesian nickel portfolio directly into higher-specification, aerospace-focused supply chains and diversifying its end-market exposure beyond...
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:KCN
ASX:KCNMetals and Mining

How Kingsgate’s 68% Debt Reduction and Cheaper Nebari Loan Will Impact Kingsgate Consolidated (ASX:KCN) Investors

Kingsgate Consolidated recently confirmed it has met all conditions to access a US$25 million loan facility from Nebari Natural Resources Credit Fund II and related entities, alongside securing lower interest rates and an extended loan maturity. By cutting its borrowings by 68%, from A$47 million to A$15 million, Kingsgate has materially strengthened its balance sheet and expanded funding flexibility for future operational initiatives. We’ll now examine how the reduced borrowings and...
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:IGO
ASX:IGOMetals and Mining

Assessing IGO’s Valuation As Strong Technical Momentum Draws More Attention

Why IGO is suddenly on more watchlists IGO (ASX:IGO) has been flagged in recent technical scans as one of the ASX names showing a strong upward price trend, putting the battery minerals producer firmly on the radar of momentum focused investors. See our latest analysis for IGO. That recent technical strength aligns with IGO’s 30 day share price return of 21.83% and 90 day share price return of 61.38%. The 1 year total shareholder return of 75.10% contrasts with a weaker 3 year total...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Valuation Check After Strong Quarter And Debt Free Balance Sheet

Why Greatland Resources is in Focus After Its Latest Production Update Greatland Resources (ASX:GGP) has drawn fresh attention after releasing preliminary December 2025 quarter production results, along with comments on its cash position and balance sheet strength. See our latest analysis for Greatland Resources. The strong December quarter production update and confirmation of a solid, debt free balance sheet have coincided with building momentum, with Greatland Resources showing a 37.80% 30...
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:USL
ASX:USLMetals and Mining

Unico Silver (ASX:USL) Is Up 9.2% After Skipping Scoping Study at Joaquin Project - What's Changed

Unico Silver recently reported assay results from 31 drill holes at its 100 percent-owned Joaquin Project in Argentina, confirming a broad, shallow oxide silver-gold zone at the La Negra SE prospect and choosing to proceed directly to a pre-feasibility study. This decision to skip a scoping study, combined with thick continuous mineralised intercepts supporting potential bulk open-pit mining, underlines a meaningful shift for Joaquin from pure exploration toward early-stage project...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS) Is Up 5.2% After Constellation Project Approval Secures Tritton Ore Pipeline

Aeris Resources recently received Development Consent for its Constellation copper project in New South Wales, clearing a key regulatory hurdle for expanding output at the Tritton Copper Mine. This approval strengthens the company’s pipeline of ore sources for the Tritton mill, potentially improving operational flexibility and project sequencing across its core assets. We’ll explore how the Constellation approval, which underpins Tritton’s longer-term production profile, may reshape Aeris...
ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Valuation Check After Lithium Price Rebound And Kathleen Valley Optimism

Why Liontown is back on traders’ screens Liontown (ASX:LTR) has moved higher to a one year share price peak after a rebound in lithium prices, drawing fresh attention to how its Kathleen Valley project is leveraged to energy storage demand. See our latest analysis for Liontown. At a share price of A$2.05, Liontown’s recent rally has been sharp, with a 7 day share price return of 26.5% and a 90 day share price return of 104%. The 1 year total shareholder return of 269.4% suggests momentum has...
ASX:EMR
ASX:EMRMetals and Mining

Did Strong Okvau Output and Lower Dilution Just Shift Emerald Resources' (ASX:EMR) Investment Narrative?

Emerald Resources NL reported that its 100% owned Okvau Gold Mine in Cambodia produced 25,030 ounces of gold in the December 2025 quarter, with 21,372 ounces poured and 20,410 ounces sold at an average of US$4,118/oz, while a small parcel of options lapsed without operational impact. The strong quarterly production and sales figures underline the continued performance of Okvau as a key asset in Emerald Resources’ portfolio, while the option lapse slightly reduces potential future equity...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check As Leadership Changes And Debt Refinancing Reset Expectations

Mesoblast (ASX:MSB) is back in focus after a cluster of late December and early January announcements, including new board leadership, fresh credit arrangements with an existing director, and sizable shelf registrations in both ordinary shares and ADSs. See our latest analysis for Mesoblast. The recent board reshuffle, fresh credit facility and large shelf registrations appear to have caught the market’s eye, with a 1-day share price return of 4.07% and a 7-day share price return of 10.83%...
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:AMI
ASX:AMIMetals and Mining

Does Aurelia Metals’ (ASX:AMI) Lapsed Performance Rights Quietly Recast Its Capital Allocation Priorities?

On 9 January 2026, Aurelia Metals Limited reported that 2,490,580 performance rights had lapsed after not meeting the conditions required for conversion into securities, meaning no new shares will be issued from this tranche. This lapse effectively removes a potential source of dilution, keeping the existing share base intact and subtly improving per-share exposure to any future operational outcomes for current investors. We’ll now examine how the lapse of these performance rights, and the...
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%...
ASX:VUL
ASX:VULMetals and Mining

European Investment Bank‑Led €1.19 Billion Financing Could Be A Game Changer For Vulcan Energy (ASX:VUL)

In early January 2026, Vulcan Energy Resources Limited announced it had secured approximately €1.19 billion in debt financing from a 13‑bank consortium including the European Investment Bank, alongside a €545,000,000 common equity raise and additional capital commitments from consortium partners and the KfW Commodity Fund. This funding round, which also includes renewed backing from HOCHTIEF Aktiengesellschaft, underscores meaningful institutional support for Vulcan Energy’s...