ASX:EDV
ASX:EDVConsumer Retailing

Assessing Endeavour Group (ASX:EDV) Valuation After Profit Outlook Miss And ALH Leadership Change

Endeavour Group (ASX:EDV) is back in focus after two key developments: a missed profit outlook that has weighed on sentiment, and a leadership change at its ALH Hotels division. See our latest analysis for Endeavour Group. The recent profit outlook miss and leadership change at ALH Hotels come after a mixed stretch for investors, with a 6.48% 90 day share price return but a 3 year total shareholder return decline of 35.46% indicating fading longer term momentum at a current share price of...
ASX:SMI
ASX:SMIMetals and Mining

Santana Minerals (ASX:SMI) Is Up 14.4% After Deeper, Wider Rise and Shine Drill Hit – Has The Bull Case Changed?

Santana Minerals recently reported a step-out drill hole at the Rise and Shine deposit intersecting 38.6m at 1.70g/t gold, materially extending and thickening mineralisation around 135m beyond previous drilling limits and outside the current Mineral Resource boundary. The company has also applied for approximately 135km² of new exploration tenure and is preparing additional drill sites, underscoring efforts to assess how far this mineralised system might continue along strike and at depth...
ASX:SUN
ASX:SUNInsurance

A Look At Suncorp Group (ASX:SUN) Valuation After Buy Rating Upgrade And A$400 Million Buyback Announcement

Goldman Sachs has upgraded Suncorp Group (ASX:SUN) to a ‘Buy’ rating, coinciding with the insurer outlining plans to sell its banking division, return A$400 million via a share buyback, and maintain shareholder dividends. See our latest analysis for Suncorp Group. Suncorp’s latest moves come after a tougher period for the share price, with a 90 day share price return of a 16.78% decline and a year to date share price return of a 4.44% decline, even though the 3 year total shareholder return...
ASX:WDS
ASX:WDSOil and Gas

Does Scarborough FPU Arrival Shift Project Delivery Risk In Woodside Energy Group’s LNG Story (ASX:WDS)?

Woodside Energy Group recently reported that the floating production unit for its Scarborough gas field has arrived in the Carnarvon Basin, confirming the project is over 91% complete and moving closer to first LNG cargo expected in the second half of this year. This progress milestone reinforces Scarborough’s role as a core asset in Woodside’s LNG portfolio, potentially influencing expectations around future production volumes and project execution risk. We’ll now explore how the...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Valuation Review As All Time High Follows Major Defence Contract Wins

Austal (ASX:ASB) has hit an all time high after securing a Strategic Shipbuilding Agreement with the Australian Government worth an initial A$1b to A$1.3b and expanding its U.S. shipyard operations. See our latest analysis for Austal. That agreement and the U.S. yard expansion sit on top of strong recent momentum, with a 30 day share price return of 33.74% and a 1 year total shareholder return of 178.10% signaling that investors are aggressively repricing Austal’s defence exposure. If...
ASX:BML
ASX:BMLMetals and Mining

Boab Metals (ASX:BML) Is Up 17.9% After Fully Funding Sorby Hills Project Development – Has The Bull Case Changed?

Boab Metals has recently completed a follow-on equity offering of A$6.99 million at A$0.40 per share, issuing 17,499,964 new ordinary shares and applying to quote them on the ASX to support its Sorby Hills Silver-Lead Project. Together with an oversubscribed share purchase plan and broader funding package, this equity raise contributes to approximately A$350 million in secured funding, giving the company full financial certainty to progress Sorby Hills through development and construction to...
ASX:TTT
ASX:TTTChemicals

How Titomic’s (ASX:TTT) European Leadership Refresh Could Shape Its Global Execution Story

Titomic Limited has announced leadership changes within its European division, with Chris Myers becoming President of Titomic Europe in early 2026 and Ferdy Touwen promoted to Deputy President & Head of European Operations, while outgoing leader Klaas Rozema moves into a Senior Executive Advisor role ahead of a planned sabbatical. This reshaping of Titomic’s European leadership concentrates commercial and operational responsibility in a refreshed team, aiming to support execution, customer...
ASX:NMG
ASX:NMGMetals and Mining

A Look At New Murchison Gold’s Valuation After High Grade Lydia Drilling Results

Why New Murchison Gold is on investors’ radar today New Murchison Gold (ASX:NMG) has drawn fresh attention after reporting high grade drilling results from the Lydia Project, extending the Lydia shear zone and supporting plans to progress the prospect toward production. See our latest analysis for New Murchison Gold. That Lydia update comes on the back of strong recent momentum, with a 90 day share price return of 106.67% and a very large 1 year total shareholder return, suggesting sector...
ASX:CIA
ASX:CIAMetals and Mining

A Look At Champion Iron (ASX:CIA) Valuation As Quebec Rail Services Gradually Resume

Champion Iron (ASX:CIA) reported that rail services on the Quebec North Shore and Labrador Railway are gradually back online after a third party derailment disrupted shipments from its Bloom Lake iron ore operations. See our latest analysis for Champion Iron. The latest rail update comes after a strong run in the shares, with a 31.08% 90 day share price return, while the 1 year total shareholder return of 15.30% points to momentum that has been building rather than fading. If this kind of...
ASX:NAB
ASX:NABBanks

What National Australia Bank (ASX:NAB)'s Digital Overhaul And Brand Push Means For Shareholders

In recent days, National Australia Bank has advanced its digital transformation with the Harness platform and launched its enterprise-wide ‘Your Partner for Every Stage’ brand campaign, while investors watch upcoming Reserve Bank of Australia decisions and the bank’s February trading update. Together, these technology and brand initiatives highlight NAB’s push to streamline operations and strengthen customer relationships in a tightly regulated banking landscape. We’ll now examine how NAB’s...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Valuation Check As Half Year Results And Possible U S Listing Draw Closer

Zip Co (ASX:ZIP) is back in focus as investors look ahead to its half year results on 19 February and weigh the company’s plans for U.S. growth, including a potential secondary listing. See our latest analysis for Zip Co. The recent focus on half year results and potential U.S. listing plans comes after a mixed period for investors, with a 90 day share price return of a 29.31% decline but a 1 year total shareholder return of 13.10%. The 3 year total shareholder return is very large and the 5...
ASX:TGF
ASX:TGFCapital Markets

ASX Penny Stocks Spotlight: Aussie Broadband And Two Others To Consider

The Australian market is poised for a slight retreat, influenced by lackluster U.S. reporting season results and geopolitical tensions impacting investor sentiment. Despite these broader market challenges, penny stocks—though an old term—remain a relevant investment area for those seeking opportunities in smaller or newer companies. With strong financials, these stocks can offer both affordability and growth potential; this article will spotlight several that stand out for their financial...
ASX:TEA
ASX:TEAConstruction

Is Tasmea’s Updated Share Plan Quietly Redefining Governance Priorities at Tasmea (ASX:TEA)?

Tasmea recently updated its share incentive program, outlining a refreshed equity-based reward structure aimed at strengthening governance transparency and aligning employee interests with shareholders. This move highlights how equity-based compensation can support workforce cohesion while keeping the company’s overall capital structure broadly consistent within Australia’s listed market framework. We’ll now examine how Tasmea’s renewed focus on governance transparency through its share...
ASX:SUL
ASX:SULSpecialty Retail

How Record H1 FY26 Sales and Lower Profit Guidance At Super Retail Group (ASX:SUL) Has Changed Its Investment Story

Super Retail Group recently reported record first-half FY26 sales of A$2.20 billion, with total sales up 4.2% and like-for-like sales growing 2.5%, but guided to a lower normalised profit before tax of A$172 million to A$175 million versus the prior period. The result highlights a tension between strong trading momentum and profitability, as elevated discounting, margin pressure at rebel, and duplication costs from new systems and distribution infrastructure weighed on earnings despite a...
ASX:ARU
ASX:ARUMetals and Mining

How Investors May Respond To Arafura Rare Earths (ASX:ARU) Potential US$1.05 Billion Cornerstone Funding

Arafura Rare Earths has drawn fresh market attention after reports of potential cornerstone funding of about US$1.05 billion for its Nolans rare earths project, seen as an important step toward securing overall project financing and construction. This prospective funding package is material because it could address a major capital hurdle for Nolans, sharpening focus on how Arafura might progress from project planning into development. With recent share price moves and potential...
ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...