ASX:OBM
ASX:OBMMetals and Mining

Ora Banda Mining (ASX:OBM) Valuation Reflects Strong Waihi Drilling Results and Robust Annual Earnings Growth

Kshitija Bhandaru
Ora Banda Mining (ASX:OBM) is turning heads after releasing a wave of positive news including exceptional drilling results at the Waihi deposit. For shareholders and prospective investors alike, a resource upgrade can be a game-changer. With both revenue and net income climbing sharply in the latest annual results, there is plenty here to dig into. The combination of operational progress and financial momentum is drawing extra scrutiny to the stock, and questions about just how much upside...
ASX:QAN
ASX:QANAirlines

Qantas (ASX:QAN): Exploring Valuation After Strong Share Price Momentum

Kshitija Bhandaru
Qantas Airways (ASX:QAN) has quietly turned heads with its steady rise in 2024, catching both seasoned investors and newcomers off guard. While there hasn't been a dramatic event to trigger recent market attention, the company’s stock movement itself is enough to spark fresh debate about its underlying value. When price momentum picks up for a familiar name like Qantas, it often hints that something more may be brewing beneath the surface, even if the catalyst is not immediately...
ASX:DRO
ASX:DROAerospace & Defense

A Look at DroneShield (ASX:DRO) Valuation Following Strong Earnings and Swing to Profit

Kshitija Bhandaru
DroneShield (ASX:DRO) just delivered half-year results that have investors buzzing. The company announced sales for the period jumped to AUD 72.32 million, well above last year's AUD 23.31 million. More striking is the turnaround on the bottom line, as DroneShield moved from a net loss of AUD 4.81 million to a net profit of AUD 2.12 million. That kind of shift can change how the market views a company’s prospects, especially in a fast-moving sector. Stepping back, there are hints that...
ASX:AIS
ASX:AISMetals and Mining

A Look at Aeris Resources (ASX:AIS) Valuation Following Turnaround to Profitability and Higher Sales

Kshitija Bhandaru
If you have been tracking Aeris Resources (ASX:AIS), the latest earnings announcement might have made you stop and reconsider your next move. The company just swung from a net loss last year to a net profit for the year ended June 30, 2025, with revenues also up compared to the prior year. Shifting gears from red to black is always an attention-grabber for investors wondering whether a genuine turnaround is underway or just a temporary lift. This earnings reversal, coupled with improved...
ASX:DXS
ASX:DXSOffice REITs

DEXUS (ASX:DXS): Assessing Valuation After Subtle Gains and Quiet Market Signals

Kshitija Bhandaru
DEXUS (ASX:DXS) has caught investor eyes lately following its most recent stock movements, with the real estate giant showing modest gains and a steady stream of headlines about the sector's performance. While there has not been a single game-changing announcement or material event driving the latest uptick, that in itself has started to make some investors wonder whether the market is quietly reassessing DEXUS’s growth prospects in this environment. Sometimes the absence of major news can...
ASX:VAU
ASX:VAUMetals and Mining

Vault Minerals (ASX:VAU): Assessing Valuation After Buy-Back Update and Broker Appointment

Kshitija Bhandaru
Vault Minerals (ASX:VAU) just shook things up with an update to its on-market buy-back program, announcing the appointment of a broker to help streamline the process. For investors, moves like this suggest management’s commitment to enhancing shareholder value and fine-tuning capital structure. These are always popular topics when deciding whether to hold, buy, or sell. That said, while a buy-back can spark short-term optimism, it does not resolve bigger questions around how steady the...
ASX:VGN
ASX:VGNAirlines

Virgin Australia Holdings (ASX:VGN): Is the Current Valuation Reflecting Its True Potential?

Kshitija Bhandaru
Virgin Australia Holdings (ASX:VGN) has recently caught the attention of some investors, even though there has not been a headline-making event behind its latest move. Sometimes a shift like this, without any clear trigger, can pique curiosity and have market-watchers wondering if the change is simply noise or if it is quietly signaling something deeper about the airline’s fundamentals or earnings outlook. Looking beyond the day’s headlines, Virgin Australia Holdings shares have experienced a...
ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX) Valuation in Focus After Titanium Production Boost and Strategic U.S. Defense Backing

Kshitija Bhandaru
If you have been tracking IperionX (ASX:IPX), there is a good reason to take notice right now. The company has just announced a big step forward in its titanium business, confirming a 60% increase in annual powder production capacity and a meaningful drop in projected unit costs thanks to operational upgrades and process innovations. In addition, IperionX has secured substantial U.S. Department of Defense funding, which is set to help underwrite an ambitious expansion. With proven technology...
ASX:GMG
ASX:GMGIndustrial REITs

How Goodman Group’s Shares Stack Up After Recent Share Price Dip

If you follow Australia’s real estate sector, chances are Goodman Group has caught your eye. Maybe you’re wondering whether to stay on board, make a move, or wait for a better price. After all, Goodman has built a strong reputation for long-term performance, but the share price hasn’t exactly been on a winning streak lately. Over the past week, the stock slipped by 2.1%, taking the 30-day drop to a notable 7.3%. Year-to-date, it’s down 8.9%, and even over the past year, it has edged 0.8%...
ASX:PNV
ASX:PNVMedical Equipment

PolyNovo (ASX:PNV) Valuation in Focus After Strong Revenue and Profit Growth

Kshitija Bhandaru
If you have been watching PolyNovo (ASX:PNV), this latest earnings announcement might have caught your eye. The company just reported a big jump in both annual revenue and net income, with revenue hitting A$129.19 million and net income reaching A$13.21 million for the year ended June. That compares to A$104.76 million in revenue and A$5.3 million in net income from the prior year. These numbers suggest things are moving in the right direction, and earnings like this tend to get people alert...
ASX:TEA
ASX:TEAConstruction

Tasmea (ASX:TEA) Valuation in Focus After Strong Earnings, Expansion Plans, and New Dividend Guidance

Kshitija Bhandaru
Tasmea (ASX:TEA) just made headlines with a blend of fresh news, reporting strong earnings growth and laying out plans to expand further through acquisitions. In addition, management issued new dividend guidance for the upcoming fiscal year. For investors weighing their next move, this combination of financial results and forward-looking strategies could be a gamechanger, raising questions about whether the momentum is building for a reason. All this comes on the heels of a year that has...