ASX:VUL
ASX:VULMetals and Mining

Vulcan Energy Resources (ASX:VUL) Valuation After €2.2b Lionheart Project Funding Secures Execution Phase

Vulcan Energy Resources (ASX:VUL) has just locked in a €2.2 billion financing package to fully fund Phase One of its Lionheart lithium and renewable energy project in Germany, pushing the business firmly into execution mode. See our latest analysis for Vulcan Energy Resources. The hefty equity raise at a discount has clearly weighed on sentiment, with a 30 day share price return of minus 30.55 percent and 1 year total shareholder return of minus 25.27 percent. However, the positive 90 day...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP): Valuation Check as Buy-Backs and Director Buying Signal Management Confidence

Zip Co (ASX:ZIP) has been back on traders’ radars after the company ramped up its share buy back and director Andrew Stevens lifted his personal stake, moves that typically hint at internal confidence. See our latest analysis for Zip Co. Those moves come after a bumpy stretch, with the share price at A$2.98 following a 30 day share price return of negative 20.95 percent and a three year total shareholder return above 300 percent. This suggests long term momentum remains strong even as short...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST): Reassessing Valuation After 25-Year Renewable Power Deal With Zenith Energy

Northern Star Resources (ASX:NST) is back in focus after locking in a 25 year renewable power purchase agreement with Zenith Energy for its Kalgoorlie Consolidated Gold Mines, reshaping its long term energy and cost profile. See our latest analysis for Northern Star Resources. The new renewable power deal rounds out a big year for Northern Star Resources, with the share price at A$26.33 and a 32.05% 3 month share price return reflecting building momentum on top of robust 1 year and multi year...
ASX:BGL
ASX:BGLMetals and Mining

Does Bellevue Gold (ASX:BGL) Deacon North Re‑Start Clarify Its High‑Grade Production Roadmap?

Bellevue Gold Limited recently confirmed it remains on track to lift ore grades after resuming development in the high-grade Deacon North area, following the completion of work at the Armand mining zone. By reallocating a dedicated development jumbo and establishing independent firing to accelerate underground progress, Bellevue is aiming to de-risk future high-grade production from its largest ore source within the Bellevue Gold Project. Against this backdrop, we’ll consider how the renewed...
ASX:CYL
ASX:CYLMetals and Mining

CFO Elena O'Connor’s Exit Might Change The Case For Investing In Catalyst Metals (ASX:CYL)

Catalyst Metals has confirmed that Chief Financial Officer Elena O'Connor has left the company, creating a vacancy in a key leadership role. This change removes a central figure in the group’s financial oversight, raising fresh questions about continuity in budgeting, reporting and capital allocation. We’ll now consider how the unexpected CFO departure shapes Catalyst Metals’ investment narrative, particularly around financial stewardship and governance confidence. AI is about to change...
ASX:MTS
ASX:MTSConsumer Retailing

Metcash (ASX:MTS) Valuation After H1 2026 Earnings and Tobacco Regulation Shock

Metcash (ASX:MTS) just delivered its H1 2026 earnings in the wake of new tobacco regulations that knocked the share price and exposed a real fault line in its revenue mix and growth story. See our latest analysis for Metcash. The sell off around the tobacco hit has pushed Metcash’s 30 day share price return to around minus 12 percent and its 90 day share price return to roughly minus 18 percent. Yet the year to date share price return is still positive, and the 5 year total shareholder return...
ASX:BHP
ASX:BHPMetals and Mining

Is BHP (ASX:BHP) Using Battery-Electric Trucks to Quietly Reshape Its Long-Term Cost Base?

BHP Group announced that Australia’s first Cat 793 XE Early Learner battery-electric haul trucks have arrived at its Jimblebar iron ore mine in the Pilbara, beginning on-site testing with Rio Tinto and Caterpillar of zero-exhaust mining haulage technology. This industry-first collaboration not only advances BHP’s long-term decarbonisation plans, but also serves as a real-world test of whether large-scale battery-electric fleets can maintain productivity in one of the world’s most important...
ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE): Revisiting Valuation After Heyday’s WestConnex Arbitration Loss

Southern Cross Electrical Engineering (ASX:SXE) is back on traders radar after its Heyday subsidiary lost an arbitration case over extra costs on the WestConnex M5 tunnel project, raising fresh questions about contract risk. See our latest analysis for Southern Cross Electrical Engineering. Despite the arbitration overhang, Southern Cross Electrical Engineering’s A$2.36 share price still reflects solid momentum. A 90 day share price return of 21.03 percent and a standout five year total...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Valuation Check as ROE Shines, Anko Expands Overseas and Health Investments Build

Wesfarmers (ASX:WES) is back in the spotlight after fresh coverage highlighted its strong 31% return on equity, the expanding Kmart Anko rollout overseas, and ongoing investment in the Wesfarmers Health platform. See our latest analysis for Wesfarmers. Despite short term softness, with the share price down over the past quarter, Wesfarmers still trades at A$81.16 and its multi year total shareholder returns suggest momentum is consolidating rather than reversing. If Wesfarmers growth story...
ASX:IGO
ASX:IGOMetals and Mining

IGO (ASX:IGO) Valuation Check After Naming Johan van Vuuren as Next CFO

IGO (ASX:IGO) has caught traders attention after naming Johan van Vuuren as its next Chief Financial Officer, effective April 1, 2026, a move that could influence its capital and growth strategy. See our latest analysis for IGO. The timing of van Vuuren’s appointment comes as IGO’s momentum returns, with a 30 day share price return of 36.96 percent and a 90 day share price return of 42.89 percent. However, the three year total shareholder return remains sharply negative, suggesting investors...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Valuation Check After Appointment of New Independent Director and Audit Chair

Alkane Resources (ASX:ALK) has drawn fresh attention after appointing Denise McComish as an independent non executive director and Chair of the Audit and Risk Committee, a governance focused move that investors should not ignore. See our latest analysis for Alkane Resources. The timing of this governance upgrade lines up with a powerful year to date share price return of 97.17 percent and a 1 year total shareholder return just over 100 percent, suggesting momentum is still firmly with the...
ASX:HAV
ASX:HAVMetals and Mining

ASX Penny Stocks Spotlight: Havilah Resources And Two More To Consider

Australian shares are poised for a modest gain, though recent patterns suggest caution as investors react to market fluctuations. Despite the volatility, penny stocks—often smaller or newer companies—remain an intriguing investment area due to their affordability and potential for growth. When these stocks are supported by strong financial health, they can offer opportunities that defy traditional expectations.
ASX:WAF
ASX:WAFMetals and Mining

Did Hyde’s Bigger Stake and New Shares Just Rebalance Insider Alignment and Liquidity at West African Resources (ASX:WAF)?

In late November 2025, West African Resources reported that Managing Director Richard Hyde acquired 484,949 additional shares, lifting his holding to 17,633,118 shares, while also issuing 944,544 new fully paid ordinary shares now quoted on the ASX. This combination of increased insider ownership and a larger free float may influence how investors assess alignment between management and shareholders, as well as trading liquidity. We’ll now examine how Richard Hyde’s increased shareholding...
ASX:NGI
ASX:NGICapital Markets

Asian Undervalued Small Caps With Insider Buying To Consider For Your Portfolio

As Asian markets continue to navigate a complex economic landscape, small-cap stocks have garnered attention due to their potential for outsized growth, especially in light of recent trends where global small-cap indices have shown resilience. With the backdrop of evolving market dynamics and economic indicators, identifying promising small-cap companies involves looking at factors such as insider buying activity and valuation metrics that suggest potential undervaluation.