ASX:USL
ASX:USLMetals and Mining

Assessing Unico Silver’s Valuation After Joaquin Project Progress And Capital Raising News

Unico Silver (ASX:USL) is back in focus after reporting accelerated work and reduced project risk at its Joaquin silver project, supported by strong drilling results and new pre feasibility study level assessments. See our latest analysis for Unico Silver. After a strong period of interest around the Joaquin project update and capital raising, Unico Silver’s 30 day share price return of 36.7% and 90 day share price return of 109.7% contrast with a small pullback in the last week, while the...
ASX:SGQ
ASX:SGQMetals and Mining

Could St George Mining (ASX:SGQ)'s New High-Grade Zone Redraw Its Araxá Development Playbook?

St George Mining recently reported strong drilling results at its 100%-owned Araxá Rare Earths and Niobium Project in Brazil, confirming thick, high-grade mineralisation extending beyond the current resource boundaries. The emerging high-grade zone northwest of the existing resource, which could be mined independently, adds potential flexibility to future development options at Araxá. With this new high-grade zone in focus, we’ll examine how the Araxá results reshape St George Mining’s...
ASX:YAL
ASX:YALOil and Gas

How Investors Are Reacting To Yancoal Australia (ASX:YAL) Record 2025 Coal Output And Strong Cash Position

Yancoal Australia recently reported its fourth-quarter and full-year 2025 operating results, highlighting record ROM coal production of 67.0 Mt and saleable coal output of 50.8 Mt, both higher than the prior year. The company also delivered 38.6 Mt of attributable saleable production at the upper end of its 35–39 Mt guidance range, alongside a cash balance of A$2.13 billion supported by higher realised prices and disciplined costs. Next, we will examine how delivering record coal production...
ASX:AMI
ASX:AMIMetals and Mining

How Aurelia’s Federation Ramp-Up and FY26 Guidance Reaffirmation Will Impact Aurelia Metals (ASX:AMI) Investors

Aurelia Metals has released its December 2025 quarterly update and Q2 2026 results, reporting strong multi-metal production, solid cash generation, and reaffirmed FY26 guidance alongside ongoing ramp-up at the Federation Mine and expansions at Great Cobar and Peak. An interesting angle for investors is how the ahead-of-plan Federation ramp-up and promising Nymagee and Federation drilling results may underpin future capacity growth and resource potential. We’ll now explore how Aurelia Metals’...
ASX:SHL
ASX:SHLHealthcare

Sonic Healthcare (ASX:SHL) Valuation Revisited After 2025 Share Price Decline And Ongoing Dividends

Sonic Healthcare (ASX:SHL) is back on investors’ radar after a 15.0% share price decline since the start of 2025, prompting fresh questions about its valuation and the role of its long-running dividend program. See our latest analysis for Sonic Healthcare. The recent 15.0% share price decline since the start of 2025 sits alongside a 1-month share price return of 3.06% and a 90-day share price return of 8.03%. However, the 1-year total shareholder return of a 12.94% decline shows that, despite...
ASX:PRU
ASX:PRUMetals and Mining

Does A Contractor Fatality Test Perseus Mining’s Safety Culture And ESG Story (ASX:PRU)?

Perseus Mining has reported that a second contractor employee has died following an offsite vehicle accident near its Bagoé Gold Mine in Côte d’Ivoire, with other passengers treated for minor injuries and released from hospital, and investigations continuing with Ivorian authorities. The tragedy puts a spotlight on Perseus Mining’s safety culture and contractor oversight, raising questions about how it manages social and operational risks across its sites. We’ll now examine how this...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Valuation Reassessed After Infinity Pharmacy Collapse And Earnings Update Nears

Why the Infinity Pharmacy collapse matters for Wesfarmers (ASX:WES) The collapse of Infinity Pharmacy Group and Wesfarmers’ decision to walk away from a proposed rescue have put fresh focus on how its health division and wholesale exposure might be addressed in the upcoming half year results. See our latest analysis for Wesfarmers. Wesfarmers shares closed at A$83.33 and recent Infinity Pharmacy headlines arrive as the company heads into its 19 February half year update. The 30 day share...
ASX:MFF
ASX:MFFCapital Markets

How Rising NTA And Director ETF Reinvestments At MFF Capital Investments (ASX:MFF) Has Changed Its Investment Story

MFF Capital Investments Limited recently reported an increase in its approximate weekly net tangible asset value to A$5.292 per share pre-tax and A$4.440 post-tax as at 16 January 2026, with net cash representing about 7.5% of investment assets. At the same time, directors Sally Chaplain and Chris Mackay increased their indirect holdings in Montaka-managed ETFs through distribution reinvestment plans, underlining closer alignment with MFF’s broader funds platform. We’ll now examine how the...
ASX:RML
ASX:RMLMetals and Mining

Resolution Minerals (ASX:RML) Is Up 35.7% After Expanding Its Idaho Tungsten Hub Strategy – Has The Bull Case Changed?

Resolution Minerals has advanced its tungsten exploration and development at the historic Golden Gate Tungsten Mine within the Horse Heaven Project in Idaho, appointing tungsten expert David R. Hembree and progressing the acquisition of the adjacent Johnson Creek Mill, which includes a past-producing processing facility and approximately 2,000 tonnes of tungsten ore stockpiles. This push to build a U.S.-based critical metals hub, alongside record-high tungsten prices of about US$900/mtu and...
ASX:GQG
ASX:GQGCapital Markets

How Macquarie’s Downgrade and Fund Outflows At GQG Partners (ASX:GQG) Has Changed Its Investment Story

Macquarie recently downgraded its rating on GQG Partners after a period of underperformance across several funds and renewed concerns about ongoing investor withdrawals. This shift ends a long run of consistent net inflows into GQG’s products, raising fresh questions about how the manager can stabilise its fund base. Against this backdrop of fund outflows, we’ll explore how Macquarie’s rating change may influence GQG Partners’ investment narrative for shareholders. The end of cancer? These...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Valuation Check As Share Price Volatility Meets Interim Report Anticipation

WiseTech Global (ASX:WTC) is back on investors’ radars after recent share price volatility, rising interest ahead of its February interim report, and a new multi million dollar sponsorship in coding education. See our latest analysis for WiseTech Global. Despite the recent coding education sponsorship and focus on the upcoming February 25 interim report, WiseTech Global’s share price has been under pressure. The 30 day share price return is 9.49% and the 90 day share price return is 24.74%,...
ASX:CSL
ASX:CSLBiotechs

Assessing CSL (ASX:CSL) Valuation After RBC Capital Upgrade And Recent Share Price Selloff

RBC Capital’s upgrade of CSL (ASX:CSL) to Outperform after the recent selloff has refocused attention on the stock. Investor interest is building around February’s half year results and the upcoming interim dividend decision. See our latest analysis for CSL. CSL’s recent selloff has left the share price at A$176.70, with a 90 day share price return of a 19.94% decline and a 1 year total shareholder return of a 34.10% decline, signalling weaker momentum despite the short term lift after the...
ASX:COH
ASX:COHMedical Equipment

Does VA-Wide Access to Nucleus Nexa Transform the Bull Case for Cochlear (ASX:COH)?

In January 2026, Cochlear announced that its Nucleus Nexa System, described as the world’s first smart cochlear implant system, is now available to eligible US military veterans through Department of Veterans Affairs clinics nationwide. This VA rollout meaningfully broadens access to Cochlear’s latest upgradeable, memory-enabled and ultra-light processors, underscoring the company’s role in advanced hearing technology for a large, government-backed patient base. We’ll now examine how VA-wide...
ASX:TLS
ASX:TLSTelecom

Does Earnings And Dividend Anticipation Change The Bull Case For Telstra Group (ASX:TLS)?

Telstra Group has become a focus for investors as they await its half-year earnings report on 19 February 2026 and the March dividend announcement, with attention sharpened by broader market uncertainty and interest rate movements. The situation highlights how Telstra’s reputation as a relatively defensive telecommunications player can attract interest when macroeconomic conditions appear unsettled. Next, we’ll examine how anticipation around Telstra’s upcoming earnings and dividend could...
ASX:FMG
ASX:FMGMetals and Mining

Is Fortescue’s (ASX:FMG) Shift Toward Green Hydrogen Reshaping Its Iron Ore Investment Case?

In recent days, Fortescue has come under pressure as softer iron ore prices, linked to weakness in China’s property sector and rising inventories, coincided with heightened analyst scrutiny ahead of its upcoming production and half-year earnings updates. At the same time, Fortescue’s ambitious push into green hydrogen and ammonia is reshaping how investors weigh the risks of its iron ore reliance against the potential of its global clean-energy aspirations. Next, we’ll examine how...
ASX:APA
ASX:APAGas Utilities

Assessing APA Group’s Valuation As Interest Grows In Regulated Cash Flows And Energy Transition Projects

Why APA Group Is Back on Investor Radar Trending interest in APA Group (ASX:APA) is being driven by focus on its regulated cash flows, current gas transmission spending, and involvement in hydrogen and renewable gas projects. See our latest analysis for APA Group. At a share price of A$8.84, APA’s recent 7 day share price return of 2.79% contrasts with a 30 day share price return decline of 5.05%, while the 1 year total shareholder return of 37.23% points to stronger momentum building over a...
ASX:ASG
ASX:ASGSpecialty Retail

Insider Activity Highlights 3 Undervalued Small Caps In Global Market

In recent weeks, the global market landscape has been characterized by a mixed performance among equity indexes, with small-cap and value stocks leading gains over their large-cap counterparts. The Russell 2000 and S&P MidCap 400 Indexes have reached all-time highs, reflecting strong investor interest in smaller companies amid a backdrop of cooling core consumer prices and robust consumer spending. In this environment, identifying promising small-cap stocks often involves looking for those...
ASX:WGX
ASX:WGXMetals and Mining

Higher Q2 Output And Reaffirmed Guidance Could Be A Game Changer For Westgold Resources (ASX:WGX)

Westgold Resources Limited reported strong group gold production of 111,418oz for the December 2025 quarter, up from 83,937oz in the prior quarter, and maintained its fiscal 2026 production guidance of 345koz–385koz ahead of releasing full Q2 results on January 21, 2026. The decision to reaffirm guidance while lifting quarterly output signals management’s confidence in operational performance just as the company prepares to brief investors via an earnings call and webcast. Next, we’ll...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie Group (ASX:MQG) Pricing Reflect Its Mixed Returns And Valuation Signals?

If you are wondering whether Macquarie Group at around A$206.97 is offering fair value or a potential mispricing right now, this article breaks down what the numbers are actually saying about the stock. The share price has returned 0.7% over the last 7 days, 3.2% over 30 days, 1.6% year to date, with a 9.9% decline over 1 year. The 3 year and 5 year returns stand at 24.7% and 80.3% respectively. Recent coverage has focused on how Macquarie Group is being viewed as a key player among...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Production Cut And Higher Cost Guidance

Northern Star Resources (ASX:NST) recently cut its FY26 gold production forecast to a range of 1.6 to 1.7 million ounces and raised all in sustaining cost guidance, after lower sales, equipment issues, and higher royalty payments. See our latest analysis for Northern Star Resources. Despite the production downgrade and higher cost guidance, Northern Star Resources’ share price was A$27.98 as of the last close, with a 90 day share price return of 18.76% and a 1 year total shareholder return of...
ASX:ARB
ASX:ARBAuto Components

Does ARB's (ASX:ARB) Subtle Revenue Dip Hint At Shifting Demand Or Enduring Resilience?

ARB Corporation Limited recently reported unaudited half-year sales revenue to 31 December 2025 of A$358.0 million, representing a 1.0% decline from the prior corresponding period. The marginal revenue decrease highlights how even small shifts in demand can draw closer attention to ARB’s underlying business trends and resilience. With this slight revenue decline as a backdrop, we’ll examine what the latest update means for ARB’s broader investment narrative. Uncover the next big thing with...
ASX:PLS
ASX:PLSMetals and Mining

Assessing Pilbara Minerals (ASX:PLS) Valuation After AustralianSuper Trim And Ahead Of December Update

PLS Group (ASX:PLS) is back in focus after AustralianSuper reduced its holding from 16.27% to 15.11%, as investors look ahead to the December quarter report and upcoming webcast. See our latest analysis for PLS Group. The A$4.74 share price comes after a 1 day share price return of 1.28%, a 30 day share price return of 20.61% and a 90 day share price return of 68.68%. The 1 year total shareholder return of 94.26% contrasts with a modest 3 year total shareholder return decline of 1.29%,...
ASX:WDS
ASX:WDSOil and Gas

Is Woodside Energy Group (ASX:WDS) Pricing Reflect Its Cash Flow And Earnings Prospects

If you are wondering whether Woodside Energy Group is priced attractively right now, the key question is whether the current share price lines up with the value of its underlying business. The stock recently closed at A$23.50, with returns of 0.8% over the last 7 days, 3.1% over 30 days, a 0.7% decline year to date, and a 2.4% decline over the past year. Over 5 years the return sits at 27.2%, and over 3 years the return is a 21.8% decline. Recent coverage of Woodside has focused on its...
ASX:29M
ASX:29MMetals and Mining

How Investors Are Reacting To 29Metals (ASX:29M) A$150 Million Discounted Rights Issue And Dilution Risk

In January 2026, 29Metals Limited launched a follow-on equity offering of A$149.98 million, issuing 374,955,311 ordinary shares at A$0.40 each, a A$0.14 discount per share under a Regulation S rights offering structure. This sizeable capital raise stands out for its scale relative to the existing equity base and its potential to reshape 29Metals’ capital structure through dilution and added funding flexibility. We’ll now examine how this substantial rights offering, and its implications for...