ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS): Reviewing Valuation After Its Major Follow-On Equity Raise

Aeris Resources (ASX:AIS) has just wrapped up a follow on equity offering, raising about A$21.6 million by issuing nearly 48 million new ordinary shares at A$0.45, reshaping its balance sheet. See our latest analysis for Aeris Resources. That capital raise lands after a powerful run, with the latest A$0.535 quote coming off a roughly 46 percent 3 month share price return and a near tripling year to date. Longer term total shareholder returns remain more muted, so momentum still looks firmly...
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: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:WDS
ASX:WDSOil and Gas

Has the Market Mispriced Woodside After Recent Share Price Slide Despite Strong DCF Signals?

If you have been wondering whether Woodside Energy Group is a bargain or a potential value trap at today’s price, you are not alone. This article will walk through what the numbers are really saying. Despite a 7.8% slide over the last week and a 13.2% drop over the past month, the stock is still up 42.9% over five years. This tells us the long term story is very different from the recent red on the screen. Recent moves in the oil and gas complex, shifting expectations around global LNG...
ASX:ASB
ASX:ASBAerospace & Defense

Hanwha’s Expanded Stake and State Street’s Exit Could Be A Game Changer For Austal (ASX:ASB)

Austal Limited recently confirmed that State Street Global Advisors Europe Limited ceased to be a substantial holder on 12 December 2025, while Australia approved Hanwha’s move to lift its stake to 19.9% under strict security and data-access conditions. This rapid reshaping of Austal’s shareholder base could influence future voting outcomes, capital allocation choices, and the company’s longer-term corporate direction. We’ll now explore how Hanwha’s expanded role as a major shareholder could...
ASX:TNE
ASX:TNESoftware

How Technology One’s Heavy R&D and UK, Education Push Will Impact Technology One (ASX:TNE) Investors

Recently, Technology One highlighted its practice of reinvesting around a quarter of its revenue into research and development to strengthen its enterprise software for government, education, and corporate customers, while targeting expansion in large markets such as the U.K. and higher education. This emphasis on heavy R&D spending and entry into sizeable new sectors has reinforced perceptions that the company is deliberately building long-term product relevance and growth options. Next,...
ASX:BAP
ASX:BAPRetail Distributors

Bapcor (ASX:BAP) Valuation After FY26 Guidance Cut and Forecast First-Half Statutory Net Loss

Bapcor (ASX:BAP) has jolted investors with updated FY26 guidance, flagging weaker trading in October and November and a statutory net loss of $5 million to $8 million for the first half. See our latest analysis for Bapcor. The guidance shock lands on top of a bruising run, with the latest 7 day share price return of 19.3 percent offering only a brief bounce after a year to date share price slump of 54.6 percent and a 5 year total shareholder return of negative 68 percent, suggesting sentiment...
ASX:EOS
ASX:EOSAerospace & Defense

Why Electro Optic Systems Holdings (ASX:EOS) Is Up 53.7% After Securing US$80m Korean Laser Deal

Electro Optic Systems Holdings recently announced a binding conditional agreement with a South Korean customer worth about US$80 million (around A$120 million) to supply a 100kW high-energy laser weapon system, with delivery scheduled by the end of 2027 and several regulatory and technical conditions still to be satisfied. The deal includes forming a long-term joint venture in South Korea and licensing EOS’s laser technology, creating a local manufacturing foothold and potential recurring...
ASX:SGR
ASX:SGRHospitality

Will Star Entertainment (ASX:SGR)ʹs New Chair Mark a Deeper Shift in Governance and Strategy?

On 16 December 2025, The Star Entertainment Group Limited’s board accepted Bruce Mathieson Jnr’s departure as Chairman and confirmed Soo Kim as his successor. This change at the top of the board signals a potential shift in governance priorities and future decision-making for the casino operator. Next, we’ll examine how Soo Kim’s appointment as Chairman may influence Star Entertainment Group’s existing investment narrative and risk profile. Trump's oil boom is here - pipelines are primed to...
ASX:GGP
ASX:GGPMetals and Mining

Is Greatland Resources’ (ASX:GGP) Telfer South JV Quietly Redefining Its Capital Efficiency Narrative?

In December 2025, Greatland Resources entered a multi-stage farm-in and joint venture agreement with Rincon Resources over the Telfer South tenure near its Telfer gold-copper mine, while also announcing changes to the Company Secretary role, including an interim appointment and a planned permanent successor in March 2026. The Telfer South deal gives Greatland the option to expand exploration in the Paterson Province and potentially utilise its existing Telfer processing infrastructure, which...
ASX:LTR
ASX:LTRMetals and Mining

The Bull Case For Liontown (ASX:LTR) Could Change Following New Canmax Offtake Deal And Spot Auction

Earlier in December, Canmax Technologies announced a binding offtake agreement with Liontown for spodumene concentrate supply in 2027 and 2028, following Liontown’s successful first digital spot sales auction in November that highlighted strong demand for its product. Together, the long-term Canmax contract and the digital auction signal that Liontown is beginning to lock in future sales channels while testing more flexible ways to sell lithium into the market. We’ll now examine how this new...