ASX:NMG
ASX:NMGMetals and Mining

Assessing New Murchison Gold’s Valuation After First Full Quarter Of Production And Rising Market Momentum

New Murchison Gold (ASX:NMG) is back on watch after reporting its first full quarter of production from the Crown Prince Gold Mine, delivering 22,766 ounces and closing the December 2025 quarter with A$92 million in cash. See our latest analysis for New Murchison Gold. The strong first production quarter comes on top of a sharp shift in market sentiment, with the share price at A$0.073 after a 48.98% 30 day share price return and a very large 1 year total shareholder return. This suggests...
ASX:WTC
ASX:WTCSoftware

Does WiseTech Global's (ASX:WTC) New FY26 Calendar Clarify Governance Strengths Or Ongoing Frictions?

WiseTech Global recently released its FY26 timetable for half-year and full-year results, dividend declarations, director nomination deadlines and its Annual General Meeting, providing a clear schedule of upcoming corporate events for investors. This detailed calendar comes as the company continues to face heightened scrutiny following regulatory investigations and board changes that have drawn sustained investor attention. Against this backdrop of regulatory scrutiny and clarified FY26...
ASX:BML
ASX:BMLMetals and Mining

What Boab Metals (ASX:BML)'s Shareholder Approval of New Equity Issuance Means For Shareholders

Boab Metals Limited has confirmed that all resolutions put to its 23 January 2026 General Meeting in Perth were passed on a poll, including ratification of Tranche 1 shares and approval of Tranche 2 share issuance under ASX Listing Rules 7.1 and 7.1A. This broad shareholder backing effectively locks in Boab Metals’ planned equity funding pathway and preserves its placement capacity, strengthening the company’s financial flexibility. We’ll now examine how this shareholder endorsement of new...
ASX:SBM
ASX:SBMMetals and Mining

St Barbara (ASX:SBM) Valuation Check After Nova Scotia Processing Hub Pre Feasibility Study Completion

St Barbara (ASX:SBM) is back in focus after completing a Pre Feasibility Study for its 15 Mile Processing Hub Project in Nova Scotia, outlining a long life and capital efficient gold operation. See our latest analysis for St Barbara. The 1 day share price return of 8.45% and 7 day share price return of 38.74% suggest interest has picked up quickly around the A$0.77 level. At the same time, the 1 year total shareholder return of 208% and 3 year total shareholder return of 140.68% point to...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Valuation Check As Long Serving Chair Steps Down From Role

Leadership changes and investor interest Boss Energy (ASX:BOE) has drawn fresh attention after long serving Chair Wyatt Buck signalled he will step down from the role, while remaining on the Board as a Non Executive Director. The company is recruiting a new Non Executive Chair and expects to finalise the appointment in the first half of 2026. This marks a key governance shift as it continues progressing the Honeymoon uranium project in South Australia. See our latest analysis for Boss...
ASX:WBT
ASX:WBTSemiconductor

Weebit Nano (ASX:WBT) Is Up 22.2% After DB HiTek ReRAM Qualification And Tier‑1 Deals - Has The Bull Case Changed?

In recent months, Weebit Nano announced licensing agreements for its ReRAM technology with Tier-1 semiconductor companies onsemi and Texas Instruments, while also achieving technology qualification at South Korean foundry DB HiTek to enable scalable manufacturing. These milestones collectively highlight growing industry validation of Weebit Nano’s ReRAM as a commercially viable memory solution rather than just a lab‑scale innovation. We’ll now explore how the DB HiTek qualification, in...
ASX:WOW
ASX:WOWConsumer Retailing

Could NZ Grocery Code Scrutiny Subtly Reshape Woolworths Group’s (ASX:WOW) Supplier Power Balance?

Earlier this week, New Zealand’s Commerce Commission warned Woolworths Group that its product delisting and range review processes risked breaching the Grocery Supply Code, prompting the retailer to update procedures and cooperate with the regulator. This intervention shines a light on how regulatory expectations in New Zealand could shape Woolworths’ supplier relationships and operational practices across its supermarket network. We’ll now examine how this regulatory scrutiny over delisting...
ASX:S32
ASX:S32Metals and Mining

Does South32 (ASX:S32) Manganese Rebound Offset Risks From Its Mozal Energy Standoff?

South32 recently reported a quicker-than-expected recovery at its Australian manganese operations after cyclone damage, while also confirming a temporary shutdown of the Mozal aluminium smelter in Mozambique following unsuccessful power price negotiations and associated one-off costs. This combination of stronger manganese output and the upcoming smelter closure has sharpened investor focus on how South32 balances operational resilience with cost and energy-related risks across its global...
ASX:DYL
ASX:DYLOil and Gas

Does Deep Yellow (ASX:DYL)’s New CEO and Tumas Progress Reframe Its Long-Term Uranium Strategy?

Deep Yellow has announced the appointment of Greg Field as Chief Executive Officer and Managing Director, effective 2 February 2026, with Acting CEO Craig Barnes returning to his role as CFO. This leadership change comes alongside ongoing progress at the Tumas uranium project in Namibia, including advanced detailed engineering and supporting infrastructure agreements. We’ll now examine how the Tumas project’s engineering progress and leadership transition could influence Deep Yellow’s...
ASX:QOR
ASX:QORSoftware

Qoria’s Valuation After Quarterly Update And Sharp Share Price Reset

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Valuation Check As ARR Growth Plans And New UK Wins Support Long Term Outlook

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...
ASX:NVX
ASX:NVXElectronic

A Look At Novonix's Valuation After Lost Stellantis Deal And Delayed Panasonic Production Timeline

NOVONIX (ASX:NVX) is back in focus after losing a large supply agreement with Stellantis and delaying the expected start of mass production for Panasonic-linked anode material until the second half of 2027. See our latest analysis for NOVONIX. The setbacks with Stellantis and the delayed Panasonic ramp up come against a backdrop of weaker trading momentum, with a 90 day share price return of 40.29% decline and a 1 year total shareholder return of 27.83% loss. The 5 year total shareholder...
ASX:SNL
ASX:SNLRetail Distributors

Assessing Supply Network’s Valuation After A Higher Fully Franked Interim Dividend Announcement

Dividend announcement and what it means for investors Supply Network (ASX:SNL) has declared a fully franked interim dividend of A$0.36 per share for the six months to 31 December 2025, with an ex date of 18 March and payment on 2 April 2026. See our latest analysis for Supply Network. The dividend news lands after a 9.5% year to date share price return and a 9.5% 30 day share price return, while the 3 year total shareholder return of about 3x suggests longer term holders have already seen...
ASX:RSG
ASX:RSGMetals and Mining

Is Resolute Mining’s (ASX:RSG) Costlier 2026 Outlook Masking a Higher-Risk Growth Pivot?

Resolute Mining Limited has released its fourth quarter and full-year 2025 results, confirming lower gold production and sales versus 2024, alongside updated 2026 guidance of 250,000–275,000 ounces at a Group AISC of US$2,000–US$2,200 per ounce. The company also reaffirmed its JORC-compliant reserves and advanced the larger Doropo project towards a planned mid-2026 construction start and first gold in the first half of 2028, signalling a shift toward capital-intensive growth projects. We’ll...
ASX:DTR
ASX:DTRMetals and Mining

Why Dateline Resources (ASX:DTR) Is Up 12.0% After Insider-Backed A$35m Colosseum Project Raise

Dateline Resources Limited recently completed a A$35.03 million follow-on equity offering of 113,000,000 ordinary shares at A$0.31 each, alongside the quotation of additional shares issued from exercised options. The raise, which included meaningful participation from senior management and directors, positions the company to accelerate work on its Colosseum gold project, including advancing feasibility studies, exploration, and ordering long-lead items for a potential mine restart and U.S...
ASX:APX
ASX:APXIT

Appen’s Valuation After Renewed AI Interest And Investor Focus On Upcoming Earnings

Why Appen’s latest price move has investors watching earnings closely Appen (ASX:APX) jumped 10.70% in pre market trading on 24 January 2026, as heavier volumes and renewed interest in its AI data services pushed attention toward the company’s upcoming earnings announcement. For current and potential shareholders, that price reaction turns the next earnings release into a key moment, because it may offer clearer insight into how Appen’s operations and revenue are tracking. See our latest...
ASX:GMD
ASX:GMDMetals and Mining

Is Genesis Minerals (ASX:GMD) Leveraging ASX 200 Inclusion To Redefine Its Investor Engagement Strategy?

Genesis Minerals has flagged the upcoming release of its December 2025 quarterly report on 29 January 2026, accompanied by a same-day investor teleconference and live audio stream to update the market on operations and financials. Combined with Genesis Minerals’ recent inclusion in the ASX 200 index, these disclosures highlight the company’s growing visibility and emphasis on direct investor engagement. With these developments in focus, we’ll now examine how ASX 200 index inclusion may...
ASX:RRL
ASX:RRLMetals and Mining

Assessing Regis Resources (ASX:RRL) Valuation After Strong Q2 Results And Dividend Resumption

Regis Resources (ASX:RRL) is back in focus after reporting strong Q2 2026 operations, including gold sales of 96,600 ounces, cash and bullion of A$930 million, and the resumption of fully franked dividends. See our latest analysis for Regis Resources. The strong Q2 update comes after a period of renewed interest in Regis Resources, with a 1 day share price return of 10.16% at A$8.35 and a 90 day share price return of 34.46%. The 1 year total shareholder return of 180.13% suggests momentum has...