ASX:PDN
ASX:PDNOil and Gas

How Paladin’s Leaner Debt Facility At Paladin Energy (ASX:PDN) Has Changed Its Investment Story

Paladin Energy has completed a restructure of its syndicated debt facility with Nedbank and Macquarie, trimming overall capacity from US$150 million to US$110 million to better match its stronger liquidity after 2025 equity raises. The revised facility increases undrawn debt capacity and balance sheet flexibility as Paladin advances the ramp-up of its Langer Heinrich Mine, underscoring management’s focus on funding growth without over-reliance on borrowings. We’ll now explore how this...
ASX:ANZ
ASX:ANZBanks

ANZ (ASX:ANZ) Valuation Check After Recent Share Price Climb and Suncorp Integration Progress

ANZ Group Holdings (ASX:ANZ) has been grinding higher this year, and with the share price hovering around A$36, investors are weighing whether the recent climb still leaves room for steady upside. See our latest analysis for ANZ Group Holdings. Over the past year, ANZ has quietly turned in a strong run, with solid year to date share price gains and an impressive multi year total shareholder return that signals momentum is still very much on its side. If ANZ's steady climb has you thinking...
ASX:ALQ
ASX:ALQProfessional Services

ALS (ASX:ALQ): Valuation Check After New Shares Issued Under Dividend and Distribution Plan

ALS (ASX:ALQ) has just lodged an application to quote 342,915 new fully paid ordinary shares issued under its dividend or distribution plan. It is a relatively small move that still speaks directly to capital management. See our latest analysis for ALS. The fresh shares land against a backdrop of firm momentum, with ALS’s share price at A$22.12 and a strong year to date share price return supported by robust multi year total shareholder returns, which suggests that confidence in its growth...
ASX:TLX
ASX:TLXBiotechs

Can Telix (ASX:TLX) Turn Prostate Theranostics Partnerships Into An Edge Amid Legal Strains?

In December 2025, Telix Pharmaceuticals updated investors on the progression of its ProstACT Global Phase 3 trial for TLX591 in metastatic castration‑resistant prostate cancer and announced a new clinical collaboration with Varian to combine its prostate theranostics with external beam radiation therapy. These developments come as Telix works to expand its prostate cancer platform globally while managing regulatory setbacks and class action lawsuits over alleged misstatements on clinical...
ASX:MP1
ASX:MP1IT

Megaport (ASX:MP1): Weighing Valuation After a Choppy Few Months and Rapid Growth

Megaport (ASX:MP1) has had a choppy few months, but its longer term returns and rapid revenue and earnings growth are drawing fresh attention from investors who are trying to gauge whether the current pullback offers value. See our latest analysis for Megaport. At A$12.59, Megaport’s recent pullback, including a weaker 90 day share price return, sits in sharp contrast to its strong year to date share price momentum and impressive multi year total shareholder returns. This suggests sentiment...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Valuation Re‑Examined After Honeymoon Feasibility Study Withdrawal and Cost Outlook Shift

Boss Energy (ASX:BOE) has jolted investors by withdrawing its 2021 Honeymoon uranium feasibility study after a major review flagged less favourable mineralisation and higher long term costs, sending the stock sharply lower and putting the project back under the microscope. See our latest analysis for Boss Energy. The Honeymoon downgrade caps a rough stretch for shareholders, with a year to date share price return of around negative 47% and a one year total shareholder return of about negative...
ASX:CDA
ASX:CDAElectronic

Why Codan (ASX:CDA) Is Down 11.8% After Broker Turns Cautious On Valuation And Momentum

Codan Limited recently came under pressure after a broker shifted to a more cautious stance, reflecting concerns about how the company is currently valued despite previously strong first-half FY25 results. This shift, combined with bearish technical patterns and more cautious investor sentiment, has raised fresh questions about how durable Codan’s recent operational momentum may prove. We’ll now examine how the broker downgrade on valuation grounds might influence Codan’s existing investment...
ASX:WGX
ASX:WGXMetals and Mining

Restart Of Great Fingall High-Grade Mining Might Change The Case For Investing In Westgold Resources (ASX:WGX)

Westgold Resources has commenced mining the first high-grade stopes at the historic Great Fingall underground mine near Cue, Western Australia, with initial ore grades of over 3g/t feeding into its Cue processing hub alongside output from the Big Bell mine. This restart of Great Fingall, once a major producer in the early 1900s, marks a shift from development to production and is intended to lift higher-grade ore supply, support operating margins, and potentially extend mine life through...
ASX:CHN
ASX:CHNMetals and Mining

Does Chalice Mining’s (ASX:CHN) Audit Chair Switch Strengthen Its Governance Story Or Just Tick Boxes?

Chalice Mining Limited recently disclosed that it had been out of compliance with ASX Listing Rule 12.7 after former executive Richard Hacker chaired its Audit Committee from July 1, 2025, and has now rectified this by appointing independent non-executive director Garret Dixon as Audit Committee Chair. This correction restores alignment with ASX corporate governance guidelines, which can be important for investor confidence in the company’s oversight and risk controls. We’ll now examine how...