ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR): Valuation Check After High-Grade Sandstone Hub Drilling Progress

Brightstar Resources (ASX:BTR) has caught traders attention after fresh drilling at its Sandstone Hub delivered high grade gold hits at the Bull Oak and Havilah deposits, alongside progress on its updated Pre Feasibility Study. See our latest analysis for Brightstar Resources. The market seems to be catching on to that story, with a 1 day share price return of 13.68% and a stronger 7 day share price return of 20.00%. This has helped turn a relatively modest year to date share price gain and a...
ASX:GPT
ASX:GPTREITs

Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has recently launched “Offline” at Queensland’s largest shopping centre, Pacific Fair, turning previously underused space into a rotating, short‑term physical hub for popular online-only brands. This concept highlights GPT’s attempt to blend e-commerce influence with in-person retail, potentially boosting centre vibrancy, tenant appeal and customer engagement. We’ll now explore how repurposing underutilised space for online brands’ pop-up stores may influence GPT Group’s broader...
ASX:CWY
ASX:CWYCommercial Services

Is Goldman’s Recycling-Led Growth Thesis Altering The Investment Case For Cleanaway Waste Management (ASX:CWY)?

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation After 52‑Week High on Green Steel and Stronger Iron Ore Prices

Fortescue (ASX:FMG) is back on traders’ radars after punching up to a new 52 week high, helped by firmer iron ore prices and growing interest in its hydrogen based steelmaking partnership with Taiyuan. See our latest analysis for Fortescue. That move to A$22.98 caps a strong run, with a roughly 15% one month share price return and around 25% one year total shareholder return. This suggests momentum is building as investors re-rate Fortescue’s green iron and decarbonisation push. If...
ASX:S32
ASX:S32Metals and Mining

Will South32’s (ASX:S32) New Director Appointment Reframe Its Climate Strategy Credibility?

On 2 December 2025, South32 Limited appointed Geoff Healy as an independent Non-Executive Director, with shareholders to vote on his election at the 2026 AGM. Healy’s blend of senior legal, external affairs, and climate-focused advisory experience from BHP and BCG may influence South32’s governance and sustainability priorities. Now we’ll explore how Healy’s boardroom influence could shape South32’s investment narrative, particularly its climate strategy and project execution. Rare earth...
ASX:AMP
ASX:AMPDiversified Financial

Does AMP’s A$29 Million Advice Settlement Shift the Bull Case For AMP (ASX:AMP)?

Earlier this week, AMP agreed in principle to pay A$29 million to settle a long-running class action over adviser-recommended in-house life insurance products, with no admission of liability and final approval still subject to the courts. This resolution marks another step in AMP’s effort to close legacy conduct issues following a recent A$120 million superannuation fee settlement, potentially reducing litigation overhang on its reshaped wealth, banking, and retirement business. We’ll now...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN): Valuation Check After Strategic Lithium JV Expansion in Nevada

Evolution Mining (ASX:EVN) has just deepened its push into battery metals, lifting its stake to roughly 26% in the Nevada North Lithium joint venture and funding the next exploration phase in Nevada. See our latest analysis for Evolution Mining. The stronger position in Nevada North Lithium seems to be feeding into sentiment, with Evolution’s 90 day share price return of 28.89% and one year total shareholder return of 159.26% suggesting momentum is still building from a much longer...
ASX:MEI
ASX:MEIMetals and Mining

How The Delayed Caldeira Licence Decision Could Reshape Meteoric Resources’ (ASX:MEI) Rare Earths Narrative

Meteoric Resources NL reported that the vote on the Preliminary Environmental Licence for its Caldeira Rare Earth Project in Minas Gerais, Brazil, was postponed after the state environmental authority requested more time to address questions from the Federal Public Prosecutor's Office. The company highlighted that a comprehensive 3,000-page Environmental Impact Assessment and a favourable technical report from the state regulator underpin its confidence that existing submissions already...
ASX:NEU
ASX:NEUPharmaceuticals

Does Neuren Pharmaceuticals' (ASX:NEU) Pre-IND Delay Hint At Deeper Pipeline Timing Trade-Offs?

Earlier this month, Neuren Pharmaceuticals disclosed that the FDA’s pre-IND meeting for its NNZ-2591 program was pushed back by one month to late January 2026, citing an administrative delay that could modestly affect the development timeline for hypoxic ischemic encephalopathy and other rare neurological indications. This seemingly short postponement is important because NNZ-2591 is Neuren’s second key asset, already granted orphan drug designation in the US and EU, and any shift in its...
ASX:REG
ASX:REGHealthcare

Does Regis’ A$25m Regional Aged Care Sell‑Off Shift The Bull Case For Regis Healthcare (ASX:REG)?

Regis Healthcare has sold its Ayr and Home Hill aged care homes in Far North Queensland to Ozcare, crystallising an expected one-off pre-tax gain of about A$25 million in FY26 and reducing its regional bed count by 156. This divestment marks a shift toward a leaner, city-focused portfolio that analysts suggest could support more efficient operations and improved margins. Next, we’ll examine how Regis’ move away from regional beds toward higher-efficiency metropolitan facilities could...
ASX:DYL
ASX:DYLOil and Gas

Deep Yellow (ASX:DYL) Valuation After Fresh Incentive Grants and Director Share Purchases

Deep Yellow (ASX:DYL) has been busy on the capital management front, rolling out new performance rights, issuing shares to employees, and seeing directors lift their personal stakes, all squarely aimed at alignment rather than headline grabbing. See our latest analysis for Deep Yellow. Those insider friendly moves are landing against a strong backdrop, with the latest A$1.935 share price sitting on a punchy year to date share price return. The three and five year total shareholder returns...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS): Reassessing Valuation After Long‑Serving Director Robert Millner AO Resigns

Aeris Resources (ASX:AIS) has just announced the immediate resignation of long serving Non Executive Director Robert Millner AO for personal reasons, prompting fresh questions about board composition and future strategic direction. See our latest analysis for Aeris Resources. The timing of Millner’s departure comes as investors have already been re-rating Aeris, with the share price at A$0.54 and a 30 day share price return of 21.35 percent. This has fed into a powerful year to date share...
ASX:L1G
ASX:L1GCapital Markets

L1 Group (ASX:L1G): Assessing Valuation After a 52% Year-to-Date Share Price Surge

L1 Group (ASX:L1G) has quietly delivered a strong year so far, with shares up more than 50% YTD as investors reassess its earnings growth, capital-light model and performance-driven fee streams. See our latest analysis for L1 Group. That strength is not just a one off spike, with the latest A$1.06 share price sitting on a solid year to date share price return of around 52 percent that signals positive momentum as investors lean into its scalable fee engine. If L1 Group has you watching...
ASX:NIC
ASX:NICMetals and Mining

Did Indonesian Approvals for Expanded Hengjaya Ore Sales and ITPS Just Shift Nickel Industries’ (ASX:NIC) Investment Narrative?

Nickel Industries recently secured Indonesian regulatory approval to lift its 2025 Hengjaya nickel ore sales quota to 10.5 million wet metric tons, alongside a five-year environmental permit enabling in-pit tailings storage and a limonite slurry pipeline. These approvals not only unlock higher ore sales but also embed new operational and environmental infrastructure that could underpin longer-term production plans aimed at the electric-vehicle battery supply chain. We’ll now examine how the...
ASX:WGX
ASX:WGXMetals and Mining

How Restarting Great Fingall’s High-Grade Mine At Westgold Resources (ASX:WGX) Has Changed Its Investment Story

Westgold Resources has restarted high-grade gold mining at the historic Great Fingall mine in Western Australia, delivering first production from this reef in more than a century and moving the asset from development into production. This restart is expected to make Great Fingall a cornerstone source of high-grade ore for Westgold’s Cue processing hub, supporting higher-quality feed alongside existing operations. We’ll now examine how bringing Great Fingall’s high-grade ore into production...
ASX:NST
ASX:NSTMetals and Mining

Northern Star’s Exploration and Renewables Drive Might Change The Case For Investing In Northern Star Resources (ASX:NST)

Northern Star Resources has recently accelerated its long-term push into large-scale exploration around existing hubs and expanded the roll-out of renewable power across its Australian gold operations, reinforcing its position as a flagship domestic producer. A key implication is that by tying mine-life extension efforts directly to lower-carbon, potentially more stable energy sources, the company is trying to secure operational flexibility and social licence at the same time, which could...
ASX:CSL
ASX:CSLBiotechs

CSL (ASX:CSL) Valuation Check After Robust Five-Year HEMGENIX Gene Therapy Results

CSL (ASX:CSL) has sparked fresh interest after unveiling five year HOPE B trial results for its gene therapy HEMGENIX, showing sustained efficacy and safety that could reshape reimbursement debates, especially in Australia. See our latest analysis for CSL. Yet despite a string of positives, from the new Melbourne vaccine facility to the ongoing buy-back and now the standout HEMGENIX data, CSL’s 1 year total shareholder return of around minus 34 percent and steep year to date share price...
ASX:TLX
ASX:TLXBiotechs

Does Telix (ASX:TLX) And Varian’s PSMA-PET Tie-Up Redefine Its Radiotherapy Moat?

Telix Pharmaceuticals recently announced a clinical collaboration with Varian, a Siemens Healthineers company, to combine its theranostic radiopharmaceuticals with external beam radiation therapy, initially focusing on PSMA-PET imaging in prostate cancer. This tie-up could broaden the role of nuclear medicine in radiation oncology by using Telix’s Gozellix and Illuccix to sharpen patient selection and treatment planning. Next, we’ll examine how this Varian collaboration around...
ASX:RMS
ASX:RMSMetals and Mining

Ramelius Resources (ASX:RMS) Is Up 7.3% After Announcing A$250m Buyback And Higher Dividend - What's Changed

Ramelius Resources has launched a A$250 million share buyback program, approved on 10 December 2025, to repurchase up to 73,964,497 shares (3.84% of its 1,924,864,769 issued shares) by June 2027 as a way of returning capital to investors. Alongside the buyback, Ramelius has lifted its minimum annual dividend to 2 cents per share and outlined a 5‑year growth plan targeting higher gold production, signalling confidence in cash generation and business expansion plans. We’ll now examine how...