ASX:GOR
ASX:GORMetals and Mining

How Strong Half-Year Earnings and Cost Pressures at Gruyere Have Changed Gold Road Resources’ (ASX:GOR) Investment Story

Gold Road Resources Limited recently announced its half-year earnings for the period ended June 30, 2025, with sales of A$349.15 million and net income of A$106.98 million, both higher than the previous year, alongside updated 2025 production guidance indicating Gruyere's output is expected at the lower end of the forecast range and costs near the upper end. This combination of stronger earnings and cautious production and cost outlook highlights both the company's operational achievements...
ASX:PRU
ASX:PRUMetals and Mining

Does Perseus Mining’s (ASX:PRU) Insider Sale Challenge Management’s Signaling About Long-Term Confidence?

Perseus Mining director Jeffrey Quartermaine sold 1.5 million shares in an on-market transaction, reducing his direct holding to 1,876,396 shares while maintaining 200,000 shares in the Quartermaine Superannuation Fund. This insider sale comes shortly after the company reaffirmed production guidance, released full-year earnings, increased dividends, and announced a new buyback program, creating heightened investor attention around management's outlook. We'll explore how this director share...
ASX:WTC
ASX:WTCSoftware

How Does WiseTech Global’s (ASX:WTC) M&A Focus Shape Its Long-Term Growth Ambitions?

WiseTech Global Limited announced its full year 2025 results, reporting US$778.7 million in sales and US$200.7 million in net income, while also affirming a US$0.077 dividend for the six months ending June 30, 2025 and reaffirming its focus on future M&A opportunities. A key highlight is WiseTech’s continued emphasis on acquisitions to scale product development and strengthen its ability to drive productivity and efficiency across logistics markets. We will examine how WiseTech's ongoing...
ASX:KAR
ASX:KAROil and Gas

Karoon Energy (ASX:KAR) Is Down 6.5% After Profit Rises and Guidance Upgraded Despite Lower Sales

Karoon Energy announced its half-year results for 2025 with net income rising to US$71 million and production reaching 5.30 million barrels of oil equivalent, despite sales dropping to US$308.3 million year-over-year; the company also introduced an interim dividend of A$0.024 per share, payable at the end of September. An interesting takeaway is that Karoon updated full-year production guidance upwards, signaling stronger operational confidence even as sales declined from the prior...
ASX:LYC
ASX:LYCMetals and Mining

A$750 Million Equity Raise Could Be a Game Changer For Lynas Rare Earths (ASX:LYC)

Lynas Rare Earths Limited recently completed a follow-on equity offering, raising approximately A$750 million through the issuance of over 56 million ordinary shares at A$13.25 per share, representing a per-share discount of A$0.265. This capital raise significantly expands the company’s available funds, signaling both confidence in future growth initiatives and heightened attention to capital allocation strategies. We will examine how Lynas Rare Earths’ substantial equity capital raise may...