ASX:STO
ASX:STOOil and Gas

Assessing Santos (ASX:STO) Valuation After Barossa LNG Exports Begin

Santos (ASX:STO) has kicked off LNG exports from its Barossa project, a key operational step that expands its export capacity and reinforces recent gains in production, sales volumes and investor interest. See our latest analysis for Santos. The Barossa LNG milestone comes after a tougher year for shareholders, with a 1 year total shareholder return decline of 4.56% contrasting with a 5.04% year to date share price return and a 23.35% total shareholder return over five years, which suggests...
ASX:EDV
ASX:EDVConsumer Retailing

How Investors Are Reacting To Endeavour Group (ASX:EDV) Leadership Changes Ahead Of H1 2026 Update

Endeavour Group has announced that ALH Hotels Managing Director Paul Carew will step down in January 2026, with Pinnacle Drinks Director Paul Walton taking on the ALH Hotels Managing Director role on an interim basis while an executive search for a permanent successor proceeds. The leadership transition comes as Endeavour prepares for its H1 2026 sales and trading statement call, where management’s operational insights may be closely watched by investors assessing the group’s hotels and...
ASX:EVN
ASX:EVNMetals and Mining

Assessing Evolution Mining’s Valuation As Quarterly Cash Flow And Cost Performance Draw Investor Interest

Interest in Evolution Mining (ASX:EVN) has picked up after its latest quarterly update highlighted record operating mine cash flow, stronger than expected production and sector leading cost performance, along with eight consecutive quarters of management delivering to plan. See our latest analysis for Evolution Mining. That operational news has coincided with strong share price momentum, with a 41.5% 90 day share price return and a very large 1 year total shareholder return that together...
ASX:OCL
ASX:OCLSoftware

Should Objective’s 10% Buyback Signal a Shift in Capital Discipline for Objective (ASX:OCL) Investors?

On 23 January 2026, Objective Corporation Limited (ASX:OCL) announced Board approval for an on-market share buyback of up to 9,590,176 shares, equivalent to 10% of its 95,901,766 issued shares, with the program running until 5 February 2027. This buyback follows recent small share quotations tied to existing equity incentives, highlighting an active approach to capital structure management alongside employee ownership. Next, we’ll examine how this sizable buyback authorisation shapes...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation Check As Record Shipments Meet Rising Costs And New Growth Plans

Fortescue (ASX:FMG) is back in focus after reporting record first half FY26 iron ore shipments of 100.2 million tonnes. However, sharply higher unit costs and issues at Iron Bridge have weighed on sentiment. See our latest analysis for Fortescue. At a share price of A$21.51, Fortescue has seen a 4.82% 90 day share price return but a weaker recent patch, with a 7 day share price return decline of 5.74% and a 1 year total shareholder return of 21.40%, suggesting momentum has cooled even as long...
ASX:PME
ASX:PMEHealthcare Services

A Look At Pro Medicus’s Valuation As US Hospital Contracts And AI Imaging Draw Attention

Why Pro Medicus is back in focus Recent media coverage around Pro Medicus (ASX:PME) has zeroed in on its premium radiology imaging software, long term US hospital contracts, and use of AI, while investor attention is also focused on its premium pricing. See our latest analysis for Pro Medicus. Despite the recent excitement around its US contracts and AI capabilities, Pro Medicus has been in a technical downtrend, with a 30 day share price return of a 19.83% decline and a 1 year total...
ASX:TNE
ASX:TNESoftware

Did TechnologyOne’s UK Push and A$1 Billion ARR Goal Just Shift Technology One's (ASX:TNE) Investment Narrative?

Earlier in January 2026, TechnologyOne Ltd issued 172,504 new fully paid ordinary shares following the exercise or conversion of unquoted options and other convertible securities, modestly increasing its share capital through long-term incentive arrangements. At the same time, the company outlined an ambition to nearly double annualised recurring revenue to A$1 billion by the end of the decade, underpinned by strong net revenue retention and new UK public-sector customers, including two...
ASX:WOR
ASX:WORConstruction

How Worley’s Westport Advisory Role At Worley (ASX:WOR) Has Changed Its Investment Story

The Government of Western Australia has appointed Worley as Marine and Port Infrastructure Technical Advisor for the Westport Program, supporting concept design and technical services for a new sustainable container port in Kwinana. This advisory role highlights Worley’s involvement in large-scale infrastructure that aims to cut emissions, reduce road congestion and integrate more rail-based container movements. Next, we’ll examine how Worley’s role in shaping low-emission port...
ASX:VAU
ASX:VAUMetals and Mining

A Look At Vault Minerals (ASX:VAU) Valuation After A Strong Quarterly Update And Production Outlook

Vault Minerals (ASX:VAU) has drawn fresh attention after its December 2025 quarter update, reporting 76,520 ounces of gold production, A$12 million in free cash flow and reaffirmed FY26 output guidance. See our latest analysis for Vault Minerals. At a share price of A$5.85, Vault Minerals has seen a 25.87% 90 day share price return and a 1 year total shareholder return of 146.58%. This suggests momentum has been building around the recent quarterly update and ongoing project work, while...
ASX:VUL
ASX:VULMetals and Mining

A Look At Vulcan Energy Resources (ASX:VUL) Valuation After Strong Lionheart Well Test Results

Why the Lionheart well test matters for Vulcan Energy Resources Vulcan Energy Resources (ASX:VUL) has reported successful production test results from its first new Lionheart well in Germany. The results confirm strong flow rates that support its Phase One lithium project plan. The well, LSC-1bsidetrack in the Upper Rhine Valley Brine Field, showed potential production capacity of 105 to 125 litres per second. This compares with the field development plan assumption of about 84 to 94 litres...
ASX:IPX
ASX:IPXMetals and Mining

IperionX’s Valuation After New U.S. Army Titanium Parts Order From American Rheinmetall

IperionX (ASX:IPX) is back on investor radars after securing a US$0.3 million prototype order from American Rheinmetall to supply 700 recycled titanium parts for U.S. Army heavy ground combat systems. See our latest analysis for IperionX. The American Rheinmetall order arrives after a strong run in the shares, with a 1 month share price return of 50.54% and a year to date share price return of 44.56%, while the 1 year total shareholder return of 112.44% and very large 3 year and 5 year total...
ASX:SVM
ASX:SVMMetals and Mining

Assessing Sovereign Metals' Valuation After Kasiya Rare Earth Tailings Breakthrough

Why the Kasiya rare earths update matters for Sovereign Metals (ASX:SVM) Sovereign Metals (ASX:SVM) has drawn fresh attention after confirming it can recover high-value heavy rare earths from tailings at its Kasiya project, effectively adding a third critical mineral stream. For you as an investor, this kind of development changes how Kasiya is framed. It shifts the project from a rutile and graphite story into a broader critical materials project tied to advanced technology supply...