ASX:OBM
ASX:OBMMetals and Mining

Ora Banda Mining (ASX:OBM) Valuation After Golden Pole Exploration Success And Waihi Growth Prospects

Ora Banda Mining (ASX:OBM) has drawn investor attention after reporting thick, high-grade gold intercepts from follow-up drilling at the Golden Pole lode within its Waihi Project, located near the Davyhurst processing facility. See our latest analysis for Ora Banda Mining. Those Golden Pole drill results arrive after a strong run in the shares, with a 90 day share price return of 20.45% and a 1 year total shareholder return of 121.92%, which may indicate building momentum rather than fading...
ASX:AZJ
ASX:AZJTransportation

Does Aurizon (ASX:AZJ) Share Cancellation Hint at a Sharper Capital Return and Incentive Strategy?

Aurizon Holdings has completed an on-market share buy-back and cancelled over 36 million ordinary shares, while 212,819 performance rights have lapsed unvested, modestly reducing potential future equity issuance. Together, these actions tighten prospective dilution and indicate a focus on capital returns and incentive discipline, with no immediate cash-flow impact disclosed. We will now explore how Aurizon’s sizeable share cancellation could influence its investment narrative, including...
ASX:SMR
ASX:SMRMetals and Mining

A Look At Stanmore Resources (ASX:SMR) Valuation After Record Output Strong Dividend And Upgraded 2025 Guidance

Stanmore Resources (ASX:SMR) has been in focus after reporting record quarterly run of mine coal production of 5.3 million tonnes, a 14% lift in saleable output to 3.6 million tonnes, and a final dividend that outpaced market expectations. See our latest analysis for Stanmore Resources. The recent production update and above expectation dividend have arrived alongside strong momentum, with a 30 day share price return of 26.58% and a 90 day return of 31.00%. The 1 year total shareholder return...
ASX:MLX
ASX:MLXMetals and Mining

Assessing Metals X (ASX:MLX) Valuation After The Rentails FEED Contract Milestone

Why the Rentails FEED contract matters for Metals X (ASX:MLX) Metals X (ASX:MLX) has caught investor attention after its Renison joint venture awarded a Front End Engineering Design contract for the planned Rentails tin tailings reprocessing plant, a step that moves the project into detailed planning. See our latest analysis for Metals X. The Rentails FEED contract arrives after a strong run in the shares, with a 30 day share price return of 22.55% and a 90 day share price return of 45.35%...
ASX:JHX
ASX:JHXBasic Materials

Does James Hardie (ASX:JHX) Plant Consolidation Mark a Deeper Shift in Its Cost Strategy?

James Hardie Industries has recently announced it will close its Fontana, California and Summerville, South Carolina manufacturing plants within 60 days, reallocating production to other facilities as part of its Hardie Operating System program. The company expects these closures to deliver about US$25.00 million in annualized cost savings from the first quarter of fiscal 2027 while reaffirming its third-quarter and full-year fiscal 2026 guidance. Next, we’ll examine how shutting two US...
ASX:SRL
ASX:SRLMetals and Mining

Assessing Sunrise Energy Metals (ASX:SRL) Valuation After Lockheed Martin Deal And Index Top Performance

Event overview and why Sunrise Energy Metals is in focus Sunrise Energy Metals (ASX:SRL) has drawn fresh attention after ranking as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, alongside a new multi year scandium supply agreement with Lockheed Martin. See our latest analysis for Sunrise Energy Metals. The recent scandium agreement and index recognition come on top of strong momentum, with a 32.73% 1 month share price return, a 50.94% 3 month...
ASX:HGO
ASX:HGOMetals and Mining

Assessing Hillgrove Resources (ASX:HGO) Valuation After High‑Grade Copper Update And Insider Share Buying

Why Hillgrove Resources (ASX:HGO) is back on investor radar Recent confirmation of high-grade copper at the Emily Star deposit, together with increased insider share buying, has refocused attention on Hillgrove Resources as the company pursues expansion at its Kanmantoo Copper mine. See our latest analysis for Hillgrove Resources. The recent copper results and insider buying come against a backdrop of strong share price momentum, with a 52.78% 1 month share price return and a 57.14% 3 month...
ASX:MND
ASX:MNDConstruction

Monadelphous Group (ASX:MND) Is Up 10.5% After New A$300m Rio Tinto Contract Win

Monadelphous Group has secured a five-year, A$300 million maintenance contract from Rio Tinto in the Pilbara, extending a relationship that spans more than three decades. This long-term award deepens Monadelphous’ role as a key maintenance partner to tier-one miners, reinforcing the visibility of work with blue-chip clients. We’ll now examine how this new A$300 million Rio Tinto maintenance contract influences Monadelphous’ investment narrative and revenue visibility. We've found 12 US...
ASX:ELV
ASX:ELVMetals and Mining

Elevra Lithium (ASX:ELV) Is Up 6.2% After Staged NAL Debottlenecking Plan Revealed - What's Changed

In January 2026, Elevra Lithium announced a refined, staged expansion plan for its North American Lithium mine, aiming to accelerate permitting, bring forward increased spodumene concentrate output by about two years, and phase capital spending while targeting lower unit operating costs. An interesting element of this update is the focus on low-risk brownfield debottlenecking steps, which use existing permits and temporary mobile crushing to incrementally lift milling capacity before...
ASX:NWH
ASX:NWHConstruction

A Look At NRW Holdings (ASX:NWH) Valuation After Citi’s Optimistic Forecast For Strong First Half Results

Citi’s optimistic forecast for NRW Holdings (ASX:NWH), highlighting expectations for strong first half results, has sharpened investor focus on the contractor’s exposure to Australia’s resources and infrastructure sectors. See our latest analysis for NRW Holdings. The recent optimism from Citi comes on top of firm share price momentum, with a 7 day share price return of 6.84% and a 90 day share price return of 15.16%. The 1 year total shareholder return of 70.01% and 5 year total shareholder...
ASX:QBE
ASX:QBEInsurance

Did Strong 2024 Results and Reaffirmed 2025 Guidance Just Shift QBE's (ASX:QBE) Investment Narrative?

QBE Insurance Group recently reported that 2024 delivered strong profitability, with an improved combined operating ratio, solid investment income, and management reaffirming 2025 guidance for mid-single-digit premium growth and a combined operating ratio near the low 92% range. Alongside this, QBE highlighted its over 40-year sponsorship of the Sydney Swans and ongoing focus on capital management, including dividends and share buybacks, underlining the insurer’s emphasis on brand strength...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie’s Fixed-Rate Hike Reshaping Margin Resilience For Macquarie Group (ASX:MQG)?

Earlier this week, Macquarie Group raised fixed home loan rates by 0.25 percentage points across all fixed terms, responding to higher funding costs and shifting expectations around Reserve Bank of Australia policy. This move may help support lending margins even as it potentially tempers new borrowing demand, ahead of Macquarie’s February operational briefing and May full-year results. Next, we’ll examine how Macquarie’s fixed-rate mortgage increase shapes its earnings recovery narrative...
ASX:INA
ASX:INAResidential REITs

How Investors May Respond To Ingenia Communities Group (ASX:INA) Stronger Cash Flows And Resilient Rental Demand

Ingenia Communities Group recently reported past-year results showing stronger operating cash flow, supported by firm rental demand, active holiday park trading, and solid home settlements across its Australian communities. The update also highlighted how its focus on seniors’ living and expanding community developments is reinforcing the resilience of its rental and holiday income base. Next, we’ll examine how this stronger operating cash flow and demand backdrop may influence Ingenia...
ASX:GMG
ASX:GMGIndustrial REITs

A Look At Goodman Group’s Valuation As Hong Kong Data Centre Partnership Expands

Goodman’s Hong Kong data centre expansion and what it could mean for ASX:GMG Goodman Group (ASX:GMG) is in focus after the Goodman Hong Kong Data Centre Partnership, launched in July 2025, backed its management of six Hong Kong data centres totaling 180 MW of IT capacity. See our latest analysis for Goodman Group. The Hong Kong data centre partnership sits against a mixed share price backdrop, with a 10.22% 1 month share price return and 4.67% 7 day gain offset by a 6.15% 3 month decline and...
ASX:AZJ
ASX:AZJTransportation

Aurizon Holdings (ASX:AZJ) Valuation Check After Buy-Back And Lapsed Performance Rights

Why Aurizon’s latest buy-back and lapsed performance rights matter Aurizon Holdings (ASX:AZJ) has cancelled more than 36 million ordinary shares through an on-market buy-back, while a separate 212,819 performance rights have lapsed unvested, together trimming both current and potential future equity on issue. See our latest analysis for Aurizon Holdings. The buy-back and lapsed performance rights come after a steady 90-day share price return of 7.76% and a 1-year total shareholder return of...
ASX:SMR
ASX:SMRMetals and Mining

Stanmore Resources (ASX:SMR) Is Up 15.4% After Record Output And Surprise Dividend Hike – What's Changed

In recent days, Stanmore Resources reported record quarterly run-of-mine coal production of 5.3 million tonnes and a 14% rise in saleable output to 3.6 million tonnes, alongside a full-year profit that fell sharply as coal prices eased. Despite this profit drop, the company surprised the market with a final dividend above analyst expectations and slightly stronger 2025 guidance, highlighting the resilience of its cash generation and capital return plans. We’ll now examine how this record...
ASX:NIC
ASX:NICMetals and Mining

How New HPAL Stake Sale and Western Offtake Will Impact Nickel Industries (ASX:NIC) Investors

In recent months, Nickel Industries obtained approval to increase its 2025 nickel ore sales quota, secured a five-year environmental permit, and agreed to sell a 10% stake in its Excelsior Nickel Cobalt HPAL project to South Korean-listed Sphere Corp at a US$2.40 billion valuation with an accompanying offtake agreement. This collaboration opens a new channel into Western aerospace and electric vehicle supply chains, potentially reshaping Nickel Industries’ customer mix and revenue...
ASX:CQR
ASX:CQRRetail REITs

A Look At Charter Hall Retail REIT’s Valuation After Citi’s Upbeat Earnings Outlook

What sparked the latest move in Charter Hall Retail REIT? Charter Hall Retail REIT (ASX:CQR) attracted fresh attention after a Citi report pointed to potential upside in its earnings outlook, coinciding with a move higher in the unit price as investors reacted. See our latest analysis for Charter Hall Retail REIT. At around A$4.14, Charter Hall Retail REIT has posted positive short term momentum, with a 1 month share price return of 2.73% and a 7 day share price return of 1.97%. Its 1 year...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy’s Valuation After New Rewards Scheme And Battery Storage Investments

Why AGL Energy’s new rewards scheme is getting investor attention AGL Energy (ASX:AGL) has rolled out a customer rewards program that offers bill discounts to households and businesses that cut electricity use during peak demand, such as heatwaves and other grid stress periods. The scheme is voluntary and uses smart meter data to identify and reward customers who dial back consumption when the system is under pressure, aiming to reduce blackout risk while trimming overall network costs. For...