Australian Specialized REITs Stock News

DroneShield’s recently reported FY25 results showed revenue rising very strongly to A$216,500,000, underpinned by record Q4 sales, positive operating cash flow, and major contracts across Europe and Latin America. Alongside highlighting a roughly A$2.09 billion commercial pipeline and A$95,600,000 of contracted FY26 revenue, management flagged a push into higher-margin SaaS and civilian markets, even as some investors questioned pipeline changes and cash conversion. With the shares recording...

Recent moves in Nickel Industries (ASX:NIC) have come after a mixed quarterly update, where a sharp decline in adjusted EBITDA sat alongside strong HPAL margins, operational recovery, and fresh ESG focused project milestones. See our latest analysis for Nickel Industries. That mix of weaker adjusted EBITDA and strong HPAL execution appears to be feeding through to price action, with a 30 day share price return of 9.58% and a 90 day share price return of 23.65% pointing to building momentum,...

Unico Silver (ASX:USL) is back on investor radars after appointing Peter Holmes as Executive Director and Chair of its Technical Committee, as well as elevating Peter Canterbury to Executive Director, ahead of key Feasibility Study work in Argentina. See our latest analysis for Unico Silver. Despite a sharp 8.25% one day share price decline and a 15.24% seven day share price pullback to A$0.89, Unico Silver still sits on a 60.36% 90 day share price return and a very large one year total...

American Tungsten & Antimony Ltd. recently appointed Graeme Morissey as Chief Financial Officer, effective January 23, 2026, adding a finance leader with global mining experience and a background at EY, KPMG, and Grant Thornton. Morissey’s track record in governance, equity and debt financing, and cross-border mining operations may influence how investors assess American Tungsten & Antimony’s capacity to progress projects and manage corporate transactions. We’ll now examine how Morissey’s...

Whitehaven Coal (ASX:WHC) is back in focus after its Q2 FY26 production update showed a 21% lift versus market expectations, supported by stronger Queensland output, lower end unit costs and integration of former BHP assets. See our latest analysis for Whitehaven Coal. The Q2 FY26 production surprise has arrived on the back of strong recent momentum, with a 21.4% 30 day share price return and a 31.4% 90 day share price return. The 1 year total shareholder return of 59% and very large 5 year...

If you are wondering whether BHP Group’s current share price lines up with its underlying worth, you are not alone. This article is built to help you frame that question clearly. BHP Group shares last closed at A$51.51, with returns of 7.1% over 7 days, 14.2% over 30 days, 12.6% year to date, 36.1% over 1 year, 22.8% over 3 years and 86.9% over 5 years. This naturally raises questions about how much upside or risk might now be priced in. Recent attention on BHP Group has centered on how its...

Macquarie Group (ASX:MQG) is back in focus after hotter than expected Australian inflation data pushed rate expectations higher, with the bank lifting its top one year term deposit rate to 4.50%. See our latest analysis for Macquarie Group. Recent inflation surprises and shifting rate expectations have kept Macquarie’s share price moving around in the short term, with a 1 month share price return of 4.08% and a 1 year total shareholder return decline of 9.06%. The 5 year total shareholder...

Alkane Resources (ASX:ALK) has caught investor attention after reporting record quarterly gold equivalent production of 43,663 ounces and site operating cash flow of A$133 million, alongside a new conditional placement and earn in deal with Nagambie Resources. See our latest analysis for Alkane Resources. The strong quarterly production, cash generation and the Nagambie earn in announcement appear to have coincided with a sharp pickup in momentum, with Alkane Resources posting a 30 day share...

GQG Partners recently drew attention after chairman Rajiv Jain defended the firm’s decision to stay out of the AI “trading mania,” even as it experienced fund outflows of US$2.10 billion in December and relative underperformance. At the same time, GQG Partners’ latest 2025 half-year result showed revenue and net profit growth, and the company was offering a dividend yield above 10 per cent on January 22, 2026, highlighting a cautious but income-focused approach. We’ll now examine how GQG...

Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...

In its December quarter update, IGO reported stronger earnings underpinned by higher spodumene production and pricing at Greenbushes, alongside first ore through the new CGP3 plant, while the Kwinana lithium hydroxide refinery remained hampered by outages and high costs. This contrast between a high-margin Greenbushes operation and a loss-making Kwinana refinery is sharpening the focus on how IGO allocates capital across its battery materials portfolio. We will now examine how Greenbushes’...

Fenix Resources (ASX:FEX) has put fresh numbers on the table for the year to 30 June 2026, guiding to iron ore sales of 4.2 million to 4.8 million tonnes and C1 cash costs of A$70 to A$80 per wmt FOB Geraldton. See our latest analysis for Fenix Resources. The production guidance comes as Fenix Resources trades at A$0.45, with recent 1 day, 7 day, 30 day and 90 day share price returns all in decline. However, a 1 year total shareholder return of 62.16% and 5 year total shareholder return of...

As the Australian market shows signs of recovery following a recent sell-off, investors are keeping a close eye on potential opportunities. With the Reserve Bank of Australia meeting and other global economic factors on the horizon, there's a cautious optimism in the air. Penny stocks, though an older term, remain relevant for those looking to explore smaller or newer companies that might offer hidden value. These stocks can be appealing when backed by strong financials and growth potential...

Bell Financial Group Limited has moved its share registry services from Computershare to a new provider. This change affects Computershare's relationship with a listed financial services client and its role in the share registry market. Computershare, traded as ASX:CPU, is a major provider of share registry and related corporate services for listed companies. The decision by Bell Financial Group Limited to appoint a different registry highlights that this segment remains competitive, with...

Key Insights The considerable ownership by individual investors in Broken Hill Mines indicates that they collectively...

Flight Centre Travel Group recently completed an on-market buy-back, cancelling 145,047 ordinary shares as part of its ongoing capital management program. This reduction in issued capital slightly increases each remaining share’s claim on the company’s operations across more than 80 countries. Next, we’ll explore how this on-market share buy-back shapes Flight Centre’s investment narrative and what it might signal to investors. The end of cancer? These 29 emerging AI stocks are developing...

Last week, Aland Equity Group Limited ( ASX:AEG ) insiders, who had purchased shares in the previous 12 months were...

Metcash (ASX:MTS) has put fresh focus on its Foodservice & Convenience arm by appointing Bruce Sabatta as CEO from 2 March 2026, following his tenure as Chief Operating Officer at Primo Foods. See our latest analysis for Metcash. At a share price of A$3.34, Metcash has seen a 90 day share price return decline of 12.34%, while its 1 year total shareholder return of 10.37% contrasts with a 3 year total shareholder return decline of 6.27%, suggesting recent momentum has improved after a softer...

Jefferies’ warning about soft demand in China has put Treasury Wine Estates (ASX:TWE) under a closer spotlight, as investors weigh how weakness in a key market could influence the company’s forward revenue profile. See our latest analysis for Treasury Wine Estates. The Jefferies warning and JPMorgan’s exit as a substantial holder have arrived after a tougher period for investors, with a 90 day share price return of a 10.02% decline and a 1 year total shareholder return of a 47.66% decline. At...

Boss Energy Limited recently announced that long-serving Non-Executive Chair Wyatt Buck will step down from the Chair role, while remaining on the Board as a Non-Executive Director to support an orderly leadership transition during 2026. This planned change preserves access to Mr. Buck’s uranium, operational and technical expertise, which has been central to the Honeymoon Project’s development and early operations. We’ll now examine how this planned Chair transition, alongside Buck’s...

Key Insights Kaiser Reef's significant individual investors ownership suggests that the key decisions are influenced by...

Viva Leisure Limited's ( ASX:VVA ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a sell right now...

Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...

Insiders who bought AU$1.01m worth of Marvel Gold Limited ( ASX:MVL ) stock in the last year have seen some of their...