ASX:MKR
ASX:MKRMetals and Mining

A Look At Manuka Resources (ASX:MKR) Valuation After New Share Issuance And Rising Investor Interest

Manuka Resources (ASX:MKR) has drawn fresh attention after applying to quote 11,035,142 new fully paid ordinary shares on the ASX, following option exercises that expand its quoted capital base and share float. See our latest analysis for Manuka Resources. The new A$0.22 share price sits against a backdrop of strong recent momentum, with a 30 day share price return of 126.8%, a 90 day share price return of 300% and a very large 1 year total shareholder return, although the 5 year total...
ASX:29M
ASX:29MMetals and Mining

Why 29Metals (ASX:29M) Is Up 17.9% After A$150m Rights Issue Announcement And What's Next

29Metals Limited recently filed for a follow-on equity offering of approximately A$149.78 million, issuing a total of 374,440,276 ordinary shares at A$0.40 each under a Regulation S rights issue structure. The capital raise, combined with a rights-issue ex-dividend date on 21 January 2026, highlights both the company’s need for fresh equity and the use of tradable rights to balance existing shareholder participation. With these capital-raising terms in focus, we’ll examine how the sizeable...
ASX:ARR
ASX:ARRMetals and Mining

Did NSF-Funded Tailings Research Just Reframe American Rare Earths' (ASX:ARR) Halleck Creek Project Economics?

American Rare Earths and the University of Wyoming previously secured a U.S. National Science Foundation Accelerating Research Translation award to study commercial and industrial uses for tailings and other byproducts from the Halleck Creek rare earths project. The initiative highlights growing interest in turning mining waste streams into potential revenue-generating materials, which could influence how rare earth projects are evaluated and developed. We’ll now examine how this research...
ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths’s Valuation As The Q2 2026 Earnings Call Approaches

What the upcoming Q2 2026 earnings call could mean for Arafura Rare Earths Arafura Rare Earths (ASX:ARU) heads into its Q2 2026 earnings call on 29 January, with investors watching for fresh detail on Nolans, funding progress, and how current returns square with ongoing losses. See our latest analysis for Arafura Rare Earths. At a share price of A$0.25, Arafura Rare Earths has seen weaker recent momentum, with a 7 day share price return of 12.28% and a 90 day share price return of 12.28%...
ASX:ASL
ASX:ASLMetals and Mining

How Investors Are Reacting To Andean Silver (ASX:ASL) High‑Grade Cerro Bayo Discoveries And Fresh Funding

Andean Silver recently reported intensive drilling results at its Cerro Bayo project, uncovering exceptional high-grade silver and gold mineralisation in new veins located close to existing plant infrastructure, supported by more than A$60 million in fresh funding for exploration and early studies. The company plans a revised Mineral Resource Estimate in the first half of 2026, a step that could materially reshape how the scale and potential of Cerro Bayo are assessed by the market. We will...
ASX:EOS
ASX:EOSAerospace & Defense

A Look At Electro Optic Systems (ASX:EOS) Valuation After MARSS Acquisition And Major Defence Contract Wins

Electro Optic Systems Holdings (ASX:EOS) is back in focus after moving to acquire European counter drone specialist MARSS, integrating its AI driven command and control platform into existing systems alongside a series of large defence contract wins. See our latest analysis for Electro Optic Systems Holdings. Despite a 1-day share price return of an 8.49% decline and a 7-day share price return of a 16.20% decline, Electro Optic Systems Holdings still shows a 45.73% 90-day share price return...
ASX:PNR
ASX:PNRMetals and Mining

Does Pantoro Gold's (ASX:PNR) Norseman Update Quietly Reframe Its Core Asset Narrative?

Pantoro Gold recently held a special call to update investors on operations at the Norseman Gold Project, following the release of its December 2025 Quarterly Activities Report. This focused operational briefing offered fresh detail on how the Norseman Gold Project is progressing, giving investors more insight into the asset’s current status and outlook. We will now examine how this Norseman operational update, alongside the latest quarterly report, could reshape Pantoro Gold’s broader...
ASX:LYC
ASX:LYCMetals and Mining

Lynas Rare Earths (ASX:LYC) Is Down 6.9% After US Backs Domestic Rival With US$1.6b Funding

Recently, Lynas Rare Earths faced renewed scrutiny after reports of shifting U.S. critical-minerals policy and a confirmed US$1.60 billion government funding commitment to domestic rival USA Rare Earth to build a fully U.S.-based rare earths supply chain. This combination of potential policy recalibration and large-scale backing for a competitor has sharpened questions about Lynas’s longer-term positioning in the key U.S. market. With this context, we’ll examine how the sizeable U.S. funding...
ASX:TEA
ASX:TEAConstruction

Insider Buying Highlights 3 Undervalued Small Caps In Global Markets

In a week marked by volatility, major U.S. stock indexes experienced declines amid geopolitical tensions and economic data releases, with the Russell 2000 Index—a key barometer for small-cap stocks—shedding 0.32%. Despite these fluctuations, the revised upward GDP growth figures and stable jobless claims suggest underlying resilience in the economy. In such an environment, identifying promising investment opportunities often involves looking at companies that demonstrate strong fundamentals...
ASX:EQR
ASX:EQRMetals and Mining

Why EQ Resources (ASX:EQR) Is Up 34.5% After New Share Issue And Tungsten Sector Buzz - And What's Next

EQ Resources recently reported a surge in trading activity after project updates and sector interest in tungsten coincided with the issue of 299,333 new ordinary shares on 23 January 2026, following the exercise or conversion of existing options or other convertible securities. This combination of renewed attention on tungsten and incremental expansion of EQ Resources’ free float has sharpened focus on how the company is positioning its projects ahead of exploration results and its 13 March...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Valuation Check After Share Price Hits 52 Week Low On Inflation And Rate Jitters

WiseTech Global (ASX:WTC) has drawn attention after its shares slipped to a 52 week low, as concerns about rising inflation and potential interest rate increases weighed on high growth tech names. See our latest analysis for WiseTech Global. That inflation driven selloff has come on top of a softer run for WiseTech Global, with a 1 day share price return of 2.09% and a 30 day share price return of 12.37% contributing to a 13.30% year to date share price decline. The 1 year total shareholder...
ASX:BMN
ASX:BMNOil and Gas

Is Bannerman Energy’s (ASX:BMN) Evolving Investor Base Reframing Its Long‑Term Strategy Narrative?

Bannerman Energy has now reported its December 2025 quarterly activities and cashflow to the ASX and held its Q2 2026 earnings call and investor webinar on 29 January 2026, updating the market on recent operational and financial performance. Alongside these disclosures, State Street asset management entities have fallen below the substantial shareholding threshold, subtly reshaping Bannerman Energy’s institutional investor base without any stated impact on operations or strategy. We’ll...
ASX:CMM
ASX:CMMMetals and Mining

Capricorn Metals (ASX:CMM) Is Up 7.9% After Strong Karlawinda Output And Expansion Progress - What's Changed

Capricorn Metals recently reported solid gold production from Karlawinda, record quarterly cash flow, and continued progress on its Karlawinda Expansion Project and Mt Gibson development, including regulatory and mine-planning milestones that strengthen its long-term production pipeline. The company also applied to quote 7,327 new fully paid ordinary shares on the ASX, a small capital base increase that underscores growth through project advancement rather than large-scale equity...
ASX:GDG
ASX:GDGInsurance

Does Record A$34.5b FUM Growth Change The Bull Case For Generation Development Group (ASX:GDG)?

Generation Development Group recently reported a record December quarter, with total funds under management rising 36% year over year to A$34.50 billion. This surge in funds under management, combined with a major broker highlighting the group’s execution across its business, reinforces the company’s operational momentum. Next, we’ll look at how the strong A$34.50 billion funds under management result shapes Generation Development Group’s broader investment narrative. The best AI stocks...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Is Up 8.0% After Ryoncil’s Early Adoption And Adult Expansion Push - Has The Bull Case Changed?

Mesoblast recently reported encouraging real-world use of its FDA-approved cell therapy Ryoncil for children with steroid-refractory acute graft-versus-host disease, alongside significant progress in payer coverage and transplant center onboarding since its 2025 launch. The company is also moving to broaden Ryoncil’s use into the larger adult SR-aGvHD population, while advancing rexlemestrocel-L for chronic low back pain as a potential non-opioid option, underscoring how its cell therapy...
ASX:PRU
ASX:PRUMetals and Mining

How Investors May Respond To Perseus Mining (ASX:PRU) Reaffirming 2026 Output After Q2 Cost Disclosure

Perseus Mining has reported past group production and sales results for the second quarter, half year and calendar year ended December 31, 2025, including quarterly gold production of 78,641 ounces and sales of 86,607 ounces at an All-In Site Cost of US$1,800 per ounce. The company also reaffirmed its financial year 2026 gold production guidance of 400,000–440,000 ounces, giving investors clearer visibility on expected output levels. We will now examine how these production figures and the...
ASX:BHP
ASX:BHPMetals and Mining

Assessing BHP Group’s Valuation As Record Output And Autonomous Mining Progress Shape Growth Expectations

BHP Group (ASX:BHP) is back in focus after reporting record production across key copper and iron ore assets and confirming its Escondida Norte pit in Chile is now a fully autonomous operation, a rare milestone for large-scale mining. See our latest analysis for BHP Group. Those operational milestones and updated production guidance have landed in a supportive backdrop for large miners. BHP’s recent 30 day share price return of 11.33% and 90 day share price return of 15.31% point to building...
ASX:AGE
ASX:AGEOil and Gas

Can Alligator Energy’s (ASX:AGE) Samphire Trial Clarify Its Path to Commercial Uranium Production?

Alligator Energy has highlighted its progress as one of the most advanced ASX-listed uranium developers, advancing the Samphire project in South Australia with a key field recovery trial that was scheduled for this quarter and outlining a pathway toward mining lease approvals and a bankable feasibility study targeted for early 2027. A distinctive feature of this update is the 17.5 million pounds of uranium resources at the Blackbush deposit, which underpins the company’s ambition to become...
ASX:CIA
ASX:CIAMetals and Mining

Assessing Champion Iron’s (ASX:CIA) Valuation As Models Clash On Fair Value Estimates

Why Champion Iron is on investors’ radar Champion Iron (ASX:CIA) has drawn interest after recent share price moves and updated return figures, prompting investors to reassess how its current valuation lines up with its iron ore operations in Canada. See our latest analysis for Champion Iron. Recent trading has been mixed, with a 16.54% 90 day share price return and a 19.37% 1 year total shareholder return. However, the 3 year total shareholder return of a 3.90% decline indicates that longer...
ASX:VYS
ASX:VYSMetals and Mining

ASX Penny Stocks To Watch In January 2026

As Australian shares experience a relatively flat start following the U.S. Federal Reserve's decision to hold rates steady and a surprise inflation hike, investors are cautiously eyeing the market for clearer signals. Amidst this climate of uncertainty, penny stocks—despite their somewhat outdated moniker—remain an intriguing option for those interested in smaller or newer companies. These stocks can offer unique growth opportunities when backed by strong financials, and we will highlight...
ASX:DRO
ASX:DROAerospace & Defense

A Look At DroneShield’s Valuation After FY25 Outperformance And Strong FY26 Revenue Visibility

DroneShield (ASX:DRO) has drawn fresh attention after its FY25 results, with A$216.5 million in revenue, strong Q4 figures and sizeable international contracts raising questions about how sustainable this pace and revenue mix might be. See our latest analysis for DroneShield. At A$3.95, DroneShield’s recent share price pullback, including a 5.5% one day decline and 8.6% seven day share price return, comes after a 26.2% 30 day share price return and very large multi year total shareholder...
ASX:AX1
ASX:AX1Specialty Retail

How Investors Are Reacting To Accent Group (ASX:AX1) Frasers Lifting Stake And Expanding Sports Direct Partnership

Accent Group, a footwear-focused ASX 300 retailer, has attracted attention after Frasers lifted its shareholding to 21.32% and advanced plans to roll out Sports Direct Australia stores, signalling a deepening commercial relationship in the past year. This combination of a larger cornerstone investor and a multi-brand retail expansion partnership could reshape Accent Group’s growth options across different customer segments and sales channels. With recent returns roughly flat over the past...
ASX:DVP
ASX:DVPMetals and Mining

How Record Q2 2026 Revenue and Project Spend At Develop Global (ASX:DVP) Has Changed Its Investment Story

Develop Global’s Q2 2026 earnings call on January 28 reported record revenue growth, with very large concentrate revenue gains and solid operating cash inflows, while heavy spending on mine properties and equipment underscored a capital-intensive phase. The company highlighted progress at its Woodlawn and Sulphur Springs projects, alongside a new mining services contract with OceanaGold, as it works toward its five-year business plan and a mid-2026 investment decision on Sulphur...