Australian Transportation Stock News

In January 2026, Jefferies warned that Treasury Wine Estates is facing soft demand in China, highlighting potential pressure on sales in this important market. Separately, JPMorgan and its affiliates disclosed that they are no longer substantial holders in Treasury Wine Estates, subtly reshaping the company’s institutional investor mix without directly altering its operations. Next, we’ll examine how Jefferies’ concerns about Chinese demand could influence Treasury Wine Estates’ investment...

Commonwealth Bank of Australia and its related entities have notified Karoon Energy that they ceased to be a substantial holder in the company as of 26 January 2026, reducing their voting interest below the required disclosure threshold. This shift in institutional ownership could subtly reshape Karoon Energy’s shareholder base and influence how major investors engage with the offshore-focused producer. We’ll now explore how Commonwealth Bank of Australia’s reduced stake may influence Karoon...

Evolution Mining recently experienced sharp swings in investor attention as gold prices moved abruptly away from record highs, while the market looked ahead to its February half-year results and cost guidance. Beyond short-term weather-related disruptions, the company’s continued emphasis on its Cowal underground expansion, including new equipment orders for 2026–27, is becoming a key focal point for assessing its long-term operating profile. With the share price easing over the past week,...

In late January 2026, Telstra Group moved to resolve an Apple iOS-related calling issue affecting some older iPhones, including critical Triple Zero emergency calls, after Apple released an initial carrier settings update and flagged a broader fix in a forthcoming iOS release. This rapid response highlights how essential network reliability and coordination with handset makers have become to Telstra’s reputation and broader investment story. With this emergency-calling fix in focus, we’ll...

BHP Group recently reported stronger copper and iron ore production for the half year to December 31, 2025, lifted copper guidance for fiscal 2026, and confirmed higher capital costs and a mid‑2027 first production date for its US$8.40 billion Jansen Stage 1 potash project. At the same time, BHP has turned its Escondida Norte pit in Chile into one of the world’s first fully autonomous large‑scale mines, highlighting how automation and technology are reshaping its long‑term operations mix...

Peninsula Energy recently reported that ramp-up at its Lance Uranium Project is progressing, with Mine Unit 4 outperforming early operational expectations and overall 2026 production guidance maintained despite issues at Mine Unit 3. The company also completed a fully subscribed A$69.9 million equity raising and fully drew a Davidson Kempner debt facility, lifting cash to about US$36 million to support continued development as uranium prices strengthen on improving global nuclear demand and...

Why 29Metals is back on investor radars 29Metals (ASX:29M) has drawn fresh attention after lodging a sizeable follow on equity offering of about A$149.8m, paired with a rights issue and an associated ex dividend date on January 21, 2026. The offer covers more than 374 million ordinary shares at A$0.40, issued at a A$0.022 discount per share, raising questions for existing and prospective shareholders about dilution, capital structure, and potential valuation resets. See our latest analysis...

Aeris Resources has now released its December 2025 quarterly results, reporting copper equivalent production of 10.1 kt, gold output above plan at Cracow, full repayment and cancellation of its A$50,000,000 WHSP debt facility, and regulatory consent for the Constellation project. Encouraging exploration outcomes, combined with balance sheet deleveraging and progress toward developing Constellation, signal a company focused on strengthening operational and project foundations. We’ll now look...

Why the upcoming Q2 call matters for Ramelius Resources Interest in Ramelius Resources (ASX:RMS) is picking up as investors look ahead to the Q2 2026 earnings call on 29 January, which is expected to update the market on financial and operational performance. See our latest analysis for Ramelius Resources. At a share price of A$4.72, Ramelius has seen a 13.46% 30 day share price return and 42.17% 90 day share price return. Its 1 year total shareholder return of 96.45% and very large 3 year...

Drilling results at Maverick Springs put Sun Silver back in focus Sun Silver (ASX:SS1) is back on investor radars after fresh drill assays at its Maverick Springs project in Nevada returned grades above the existing resource, including high-grade silver and antimony intervals that strengthen confidence in the geological model. See our latest analysis for Sun Silver. The high grade Maverick Springs assays come after a sharp run in the stock, with a 90 day share price return of 136.65% and a 1...

Insiders were net buyers of Kalgoorlie Gold Mining Limited's ( ASX:KAL ) stock during the past year. That is, insiders...

Insiders who bought PlaySide Studios Limited ( ASX:PLY ) in the last 12 months may probably not pay attention to the...

GFL International Co., Limited recently exited its substantial shareholder position in PLS Group Limited by selling 32.19 million shares at A$5.00 each, while traders focused on upcoming operational disclosures amid shifting lithium sentiment. This combination of a reshaped share register and heightened attention on quarterly production, costs, and lithium price exposure is sharpening interest in how PLS Group is positioned within the global battery materials supply chain. Against this...

Key Insights The projected fair value for Deterra Royalties is AU$5.05 based on 2 Stage Free Cash Flow to Equity With...

With its stock down 10.0% over the past week, it is easy to disregard COSOL (ASX:COS). However, the company's...

ImExHS Limited ( ASX:IME ) insiders who purchased shares in the last 12 months were richly rewarded last week. The...

ANZ Group Holdings recently confirmed plans to redeem A$1.25 billion of subordinated notes in February 2026 and separately decided to consolidate its Singapore workforce into a single Marina One office as leases expire. Together with heightened focus on the Reserve Bank of Australia’s upcoming rate decision and ANZ’s February trading update, these moves highlight how the bank is actively fine-tuning capital, funding and workplace settings. With these developments in mind, we’ll explore how...

Key Insights Significant control over Recce Pharmaceuticals by retail investors implies that the general public has...

Key Insights Significant control over Clarity Pharmaceuticals by individual investors implies that the general public...

Key Insights The considerable ownership by private companies in SGH indicates that they collectively have a greater say...

Peako Limited ( ASX:PKO ) insiders who acquired shares over the previous 12 months, can probably afford to ignore the...

By selling NZ$77k worth of Aroa Biosurgery Limited ( ASX:ARX ) stock at an average sell price of NZ$0.48 over the last...

Key Insights Significant control over Brazilian Rare Earths by private companies implies that the general public has...

We can readily understand why investors are attracted to unprofitable companies. For example, although...