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: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...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Is Up 10.1% After Lockheed Scandium Deal And Top Index Ranking

In 2025, Sunrise Energy Metals secured Lockheed Martin’s support through a scandium oxide supply agreement for its Syerston Project, adding a five-year purchase option to a resource described as capable of supplying global demand for decades. The company was also recognized as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, underscoring how its scandium position intersects with aerospace and electronics supply chains. With this Lockheed Martin...