ASX:VEA
ASX:VEAOil and Gas

Viva Energy (ASX:VEA): Valuation Insights Following Third-Quarter Convenience Revenue and Refining Setbacks

Viva Energy Group (ASX:VEA) caught investors’ attention this week after reporting a significant decline in third-quarter convenience revenues. The decline has been linked to falling tobacco sales, new packaging regulations, and higher store-level wage costs. See our latest analysis for Viva Energy Group. Viva Energy Group's challenging quarter, marked by lower convenience revenues and a drop in refining intake, has weighed on its momentum with the share price sliding over 14% in the past...
ASX:MFG
ASX:MFGCapital Markets

Can Magellan Financial Group's (ASX:MFG) Share Buy-Back and Board Changes Reshape Its Value Strategy?

Magellan Financial Group Limited recently completed several executive changes, with Sam Mosse appointed as Company Secretary and Peeyush Gupta AM joining the Board as Independent Non-Executive Director, while also announcing the departure of Ernst & Young as auditor after the AGM. Alongside these governance updates, the company reported ongoing share buy-back activities, retiring millions of ordinary shares as part of its capital management strategy aimed at optimizing value for...
ASX:GQG
ASX:GQGCapital Markets

Could GQG Partners' (ASX:GQG) Petrobras Trim Reveal a Shift in Global Portfolio Strategy?

GQG Partners has disclosed in a recent regulatory filing that it reduced its stake in Brazil's Petrobras to 4.92% of common shares. This shift in ownership may influence how investors view GQG Partners’ asset allocation approach and its exposure to core international holdings. With GQG Partners lowering its Petrobras stake, we'll explore how this portfolio adjustment could affect its wider investment narrative and risk profile. We've found 21 US stocks that are forecast to pay a dividend...
ASX:FFM
ASX:FFMMetals and Mining

FireFly Metals (ASX:FFM): Assessing Valuation Following High-Grade Green Bay Drilling Results

FireFly Metals (ASX:FFM) just revealed further high-grade drilling results at its Green Bay Copper-Gold Project, confirming an 800 metre core where two mineralisation zones converge. This extension indicates meaningful resource growth potential. See our latest analysis for FireFly Metals. On the back of these standout drilling results, FireFly Metals’ share price has surged. Its 1-month share price return sits at 31.8%, with a remarkable 98.9% rise year-to-date. Short-term momentum is clearly...
ASX:ARU
ASX:ARUMetals and Mining

Arafura Rare Earths (ASX:ARU) Is Down 39.1% After A$475 Million Gina Rinehart-Backed Capital Raise – Has The Bull Case Changed?

Arafura Rare Earths Limited recently completed a major capital raise of A$475 million through a discounted placement to fund its Nolans rare earths project in Australia, with prominent support from major shareholder Gina Rinehart who increased her stake. The fresh capital injection aims to strengthen Arafura’s financial position as the Nolans project secures long-term offtake agreements with major industrial partners and draws institutional and government backing amid efforts to diversify...
ASX:FEX
ASX:FEXMetals and Mining

Fenix Resources (ASX:FEX): Valuation Insights After Key COO Appointment at Westmine

Fenix Resources (ASX:FEX) has drawn fresh attention following the appointment of Mr. Fernando Pereira as Chief Operating Officer of its wholly owned mining subsidiary, Westmine. Pereira’s executive experience spans two decades at top-tier iron ore producers. See our latest analysis for Fenix Resources. The appointment of Mr. Pereira follows a remarkable period for Fenix Resources. The company’s share price climbed 12.5% in the past month and posted a standout 83.1% increase over the last...
ASX:SXE
ASX:SXEConstruction

A Look at Southern Cross Electrical Engineering (ASX:SXE) Valuation After Record Results and Infrastructure Growth Outlook

Southern Cross Electrical Engineering (ASX:SXE) has caught investor attention after announcing record revenue and profit for FY2025, as a result of strong project activity in data centres, the Collie Battery Energy Storage System, and Western Sydney Airport. See our latest analysis for Southern Cross Electrical Engineering. Following its record results, Southern Cross Electrical Engineering’s momentum has only accelerated. Its 1-month share price return of 12.3% and 90-day gain of 28.5%...
ASX:CYL
ASX:CYLMetals and Mining

Exploration Momentum and Sector Optimism Could Be a Game Changer for Catalyst Metals (ASX:CYL)

Catalyst Metals (ASX:CYL) recently solidified its standing in Australia’s mining sector amid rising optimism and interest across ASX-listed mining stocks, underpinned by steady operations and encouraging exploration results. This renewed attention on Catalyst Metals highlights increased confidence in exploration-focused companies as sustained metals demand supports their growth within the stable Australian mining landscape. We’ll explore how sector-wide optimism and Catalyst Metals’...
ASX:GRR
ASX:GRRMetals and Mining

Grange Resources (ASX:GRR) Is Up 8.9% After Strong Q3 Production and Lower Costs – What’s Changed

Grange Resources recently reported a strong third quarter, with higher concentrate and pellet production, lower unit costs, and improved safety performance at its Savage River operations. Continued progress on key growth initiatives, including the North Pit Underground project and the Southdown magnetite project, signals a clear focus on operational expansion and future potential. We’ll consider how Grange Resources’ production gains and disciplined cost management inform its broader...
ASX:TWE
ASX:TWEBeverage

Do Treasury Wine Estates' (ASX:TWE) Wellness Initiatives Offset Concerns About Softer China Demand?

Treasury Wine Estates was recently recognized as the No. 1 Healthiest Employer in the San Francisco Bay Area and ranked among the top 25 Healthiest Workplaces in America for 2025, highlighting its commitment to employee well-being across numerous dimensions. This recognition coincides with the launch of a wellness-focused U.S. headquarters in downtown Napa, illustrating the company’s ongoing investment in supporting staff health and productivity. Now, we'll explore how concerns about softer...
ASX:QAL
ASX:QALCapital Markets

3 ASX Penny Stocks With Market Caps Larger Than A$200M

The Australian stock market is facing a challenging period, with recent inflation data and global interest rate concerns weighing on investor sentiment. Despite these headwinds, the allure of penny stocks remains strong for those looking to uncover potential growth opportunities at lower price points. Although the term "penny stock" might feel outdated, these smaller or newer companies can still offer significant upside when backed by robust financials and sound fundamentals.
ASX:SUL
ASX:SULSpecialty Retail

How Paul Bradshaw’s Appointment as CEO at Super Retail Group (ASX:SUL) Has Changed Its Investment Story

Super Retail Group announced that Paul Bradshaw, current Managing Director of its BCF division, will assume the role of CEO from 1 November 2025, following the prior CEO's termination over governance concerns. Bradshaw’s extensive Australian and UK retail leadership, alongside his transformation of BCF into a category leader since 2019, makes his appointment a significant leadership transition for the group. We’ll now examine how Bradshaw’s operational leadership and proven retail...