ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE) Is Up 5.6% After Record Infrastructure-Driven Results and Upbeat Outlook

Southern Cross Electrical Engineering recently reported record revenue and profit for FY2025, driven by strong demand for data centre, battery energy storage, and airport infrastructure projects. While the Infrastructure segment showed impressive expansion, the Commercial and Resources segments declined, leading management to pursue further acquisitions and forecast significant EBITDA growth for FY2026. We'll explore how record infrastructure project demand, as highlighted in the recent...
ASX:PLS
ASX:PLSMetals and Mining

Pilbara Minerals (ASX:PLS) Valuation in Focus After Lithium Sector Upgrades and Evolving Market Outlook

Pilbara Minerals (ASX:PLS) is drawing attention after recent upgrades for the Australian lithium sector and rising spodumene price forecasts. These developments have been spurred by stronger electric vehicle demand and supply shifts in the market. See our latest analysis for Pilbara Minerals. Pilbara Minerals has surged on renewed optimism in the lithium sector, riding momentum from strong lithium price recovery, sector upgrades, and headline-making moves such as its recent ASX share...
ASX:S32
ASX:S32Metals and Mining

How Leadership Changes Will Shape South32's (ASX:S32) Strategic Direction and Investor Outlook

South32 Limited recently announced several key board changes, including the retirement of its Chair Karen Wood AM effective February 2026 and the upcoming succession by Stephen Pearce, alongside the retirement of long-serving independent Non-Executive Directors Frank Cooper AO and Dr. Ntombifuthi Mtoba following the 2025 Annual General Meeting. These developments mark a significant refresh of South32’s governance structure, introducing new leadership experience and perspectives at a critical...
ASX:BHP
ASX:BHPMetals and Mining

The Bull Case For BHP Group (ASX:BHP) Could Change Following New Production Guidance and South Flank Focus

BHP Group Limited recently announced quarterly production results, reporting 493,600 tonnes of copper and 64.1 million tonnes of iron ore for the period ending September 30, 2025, and issued guidance for fiscal 2026 targeting up to 2 million tonnes of copper and 269 million tonnes of iron ore. The company has also confirmed a shift in iron ore operations to focus on South Flank, following a US-Australia agreement that highlighted BHP's position in supplying essential minerals amid rising...
ASX:TLS
ASX:TLSTelecom

Telstra (ASX:TLS) Valuation in Focus as Market Dynamics Challenge Growth Prospects

Telstra Group (ASX:TLS) is navigating a market shaped by mobile pricing competition, regulatory uncertainty, and the effects of Australia’s mature telecom industry. These factors are currently limiting growth and drawing investor attention to Telstra’s infrastructure strategy for future gains. See our latest analysis for Telstra Group. Telsra’s share price has climbed steadily this year, now at $4.88, with a 21% year-to-date share price return reflecting renewed optimism in its strategy, even...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Valuation in Focus After Regulatory Probe Sparks Sharp Share Price Drop

WiseTech Global (ASX:WTC) has come under the spotlight after Australian regulators and federal police raided its Sydney office. Authorities are investigating alleged share trading by Chairman Richard White and several employees. The news shook investors, driving the stock sharply lower. See our latest analysis for WiseTech Global. WiseTech Global’s year has been defined by sharp swings, but nothing like October’s tumble after news of the regulatory investigation broke. Momentum that had been...
ASX:WHC
ASX:WHCOil and Gas

The Bull Case For Whitehaven Coal (ASX:WHC) Could Change Following Major Queensland Cost-Cutting Initiative – Learn Why

Whitehaven Coal recently announced plans to remove an additional A$60 million to A$80 million in costs from its Queensland operations by the end of June 2026, focusing on operational efficiency improvements. This initiative reflects the company’s efforts to strengthen its financial position amid changing market dynamics and industry pressures. We’ll explore how these cost-cutting measures could influence Whitehaven Coal’s long-term investment appeal and earnings outlook. This technology...
ASX:WOW
ASX:WOWConsumer Retailing

Will Woolworths (ASX:WOW) Prioritize E-Commerce Over Core Categories Amid Performance Hurdles?

Woolworths Group Limited recently reported total group sales of A$18.48 billion for the first quarter of FY26, up 2.7% year-on-year, with e-commerce and B2B segments contributing most of the growth. Despite higher sales, CEO Amanda Bardwell noted performance was below the company's expectations due to weaker results in pet and baby products and a large decline in tobacco sales, even as e-commerce sales improved. We’ll now examine how management’s cautious tone and focus on category...
ASX:DVP
ASX:DVPMetals and Mining

Will Leadership Changes at Develop Global (ASX:DVP) Rethink Its Long-Term Expansion Strategy?

Develop Global Limited has announced the appointment of three highly experienced executives, including Duncan Bradford as Non-executive Director, to support its accelerated growth strategy. These leadership additions bring a wealth of operational, technical, and financial expertise from global mining giants, underpinning the company’s ambitions for expansion and partnership opportunities. We’ll explore how the infusion of global mining expertise at senior levels could shape Develop Global's...
ASX:MIN
ASX:MINMetals and Mining

A Look at Mineral Resources (ASX:MIN) Valuation After Record Iron Ore Output and $200m Project Payment

Mineral Resources (ASX:MIN) hit record iron ore output in the September quarter as its Onslow project reached full capacity. This triggered a $200 million payment and helped strengthen sentiment around the company. See our latest analysis for Mineral Resources. After a rocky first half of the year, Mineral Resources is now riding a clear wave of positive momentum. Strong operational results and record iron ore output have propelled the stock to a 22.3% 1-month share price return, while its...
ASX:REH
ASX:REHTrade Distributors

Reece (ASX:REH) Valuation in Focus Following Leadership Changes and Boardroom Activism

Reece (ASX:REH) has announced two governance changes that could shape how investors view the company’s leadership. The company named Jacqueline Chow as an Independent Non-Executive Director and Chair of the Remuneration Committee. It also addressed investor activism ahead of its upcoming Annual General Meeting. See our latest analysis for Reece. Despite these high-profile governance changes and some investor activism leading up to the AGM, Reece’s momentum has been mixed. The share price has...
ASX:CIA
ASX:CIAMetals and Mining

Champion Iron (ASX:CIA) Net Margin Halves, Challenging Optimistic Recovery Narratives

Champion Iron (ASX:CIA) posted a net profit margin of 7.3%, falling from 15.3% a year ago, while earnings have declined by 24.5% annually over the last five years. With forecast earnings growth of 8.06% per year and revenue projected to increase by 2.2% annually, both of which lag the broader market, the results highlight ongoing margin pressure and multi-year headwinds. This is occurring even as the share price sits below discounted cash flow fair value estimates. See our full analysis for...
ASX:LYC
ASX:LYCMetals and Mining

Lynas Rare Earths (ASX:LYC): Rethinking Valuation After Malaysia Expansion Plans and Evolving Supply Chain Dynamics

Lynas Rare Earths (ASX:LYC) revealed plans to build a heavy rare earth separation facility in Malaysia, aiming to boost supply for customers seeking reliable alternatives outside China. This move closely follows ongoing uncertainty surrounding Chinese export controls. See our latest analysis for Lynas Rare Earths. Lynas’s new facility announcement follows a period of intensifying trade tensions and comes just ahead of its Q1 2026 earnings call. While the company is carefully managing...
ASX:GGP
ASX:GGPMetals and Mining

Is Greatland Resources' (ASX:GGP) Drilling Success a Turning Point for Its Resource Growth Ambitions?

Greatland Resources announced strong operational progress in the first quarter of fiscal year 2026, with 53,543 metres drilled across key projects such as West Dome Open Pit, West Dome Underground, and Main Dome Underground, successfully exceeding their planned meters and confirming resource extensions at Telfer. This operational momentum is underpinned by the company’s 100% ownership of the Havieron and Telfer projects, a debt-free balance sheet, and a significant cash position of US$750...
ASX:BPT
ASX:BPTOil and Gas

How Investors Are Reacting To Beach Energy (ASX:BPT) Western Flank Production Drop in Q1 2026

Beach Energy Limited recently reported its operating results for the first quarter of 2026, revealing Western Flank production of 371,000 barrels of oil equivalent (kboe), which represents a 16% decrease from the prior quarter, with oil and gas volumes both falling notably. This operational decline is significant, given the Western Flank's role as a key contributor to the company's overall output and future revenue streams. We will examine how the Western Flank's lower production levels may...
ASX:WES
ASX:WESMultiline Retail

Is Wesfarmers’ (ASX:WES) Shareholder Payout Boost a Sign of Capital Strength or Limited Reinvestment?

Wesfarmers recently announced it will make an additional A$1.50 per share distribution in December, reflecting management's outlook on its financial position and capital allocation. This move comes as the company faces higher operational costs and subdued demand in its industrial segment, yet continues to benefit from resilient retail performance across brands like Bunnings, Kmart, Priceline, and Officeworks. We'll explore how the increased shareholder distribution amid ongoing cost...