ASX:BAP
ASX:BAPRetail Distributors

Can Bapcor’s (ASX:BAP) New CEO and Relaxed Leverage Covenants Reframe Its Turnaround Risks?

Bapcor recently announced that outgoing CEO Angus McKay will be replaced by automotive aftermarket veteran Chris Wilesmith as CEO and Managing Director from 14 January 2026, alongside an updated FY26 earnings outlook that includes an expected Statutory NPAT loss of A$5 million–A$8 million in 1H26 and A$31 million–A$36 million for the full year. At the same time, Bapcor secured temporary lender approval to lift its net leverage covenant to 3.5 times adjusted EBITDA, giving the new leadership...
ASX:SVM
ASX:SVMMetals and Mining

Sovereign Metals (ASX:SVM): Valuation Check After IFC Backs Kasiya Rutile-Graphite Project

Sovereign Metals (ASX:SVM) just locked in a collaboration agreement with the International Finance Corporation for its Kasiya rutile graphite project in Malawi, sharpening both its financing path and sustainability credentials. See our latest analysis for Sovereign Metals. The IFC partnership lands after a volatile stretch for Sovereign Metals, with a 7 day share price return of 28.12 percent and a year to date share price return of negative 17.45 percent. The 5 year total shareholder return...
ASX:SGR
ASX:SGRHospitality

Star Entertainment Group (ASX:SGR): Valuation Check After Major Boardroom Overhaul and Leadership Reshuffle

Star Entertainment Group (ASX:SGR) has kicked off a fresh chapter after a packed December board meeting reshaped its leadership, with Bruce Mathieson Jnr moving from chairman to CEO and Soo Kim taking the chair. See our latest analysis for Star Entertainment Group. The leadership shake up and Bally's backed recapitalisation have given the stock fresh momentum, with a 30 day share price return of 52.94% contrasting sharply with a still deeply negative five year total shareholder return of...
ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): Evaluating Valuation After the Latest Follow-On Equity Offering and Funding Boost

Nova Minerals (ASX:NVA) just wrapped up a roughly A$20 million follow on equity offering in its American Depositary Shares, a capital raise that directly shapes how it funds the next phase of its growth plans. See our latest analysis for Nova Minerals. The fresh capital raise lands after a busy few weeks, including a US shelf registration and conference appearance. It comes as Nova’s 90 day share price return of 152.11 percent and 1 year total shareholder return of 179.69 percent signal...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS): Reviewing Valuation After Its Major Follow-On Equity Raise

Aeris Resources (ASX:AIS) has just wrapped up a follow on equity offering, raising about A$21.6 million by issuing nearly 48 million new ordinary shares at A$0.45, reshaping its balance sheet. See our latest analysis for Aeris Resources. That capital raise lands after a powerful run, with the latest A$0.535 quote coming off a roughly 46 percent 3 month share price return and a near tripling year to date. Longer term total shareholder returns remain more muted, so momentum still looks firmly...
ASX:PDN
ASX:PDNOil and Gas

How Paladin’s Leaner Debt Facility At Paladin Energy (ASX:PDN) Has Changed Its Investment Story

Paladin Energy has completed a restructure of its syndicated debt facility with Nedbank and Macquarie, trimming overall capacity from US$150 million to US$110 million to better match its stronger liquidity after 2025 equity raises. The revised facility increases undrawn debt capacity and balance sheet flexibility as Paladin advances the ramp-up of its Langer Heinrich Mine, underscoring management’s focus on funding growth without over-reliance on borrowings. We’ll now explore how this...
ASX:ANZ
ASX:ANZBanks

ANZ (ASX:ANZ) Valuation Check After Recent Share Price Climb and Suncorp Integration Progress

ANZ Group Holdings (ASX:ANZ) has been grinding higher this year, and with the share price hovering around A$36, investors are weighing whether the recent climb still leaves room for steady upside. See our latest analysis for ANZ Group Holdings. Over the past year, ANZ has quietly turned in a strong run, with solid year to date share price gains and an impressive multi year total shareholder return that signals momentum is still very much on its side. If ANZ's steady climb has you thinking...
ASX:ALQ
ASX:ALQProfessional Services

ALS (ASX:ALQ): Valuation Check After New Shares Issued Under Dividend and Distribution Plan

ALS (ASX:ALQ) has just lodged an application to quote 342,915 new fully paid ordinary shares issued under its dividend or distribution plan. It is a relatively small move that still speaks directly to capital management. See our latest analysis for ALS. The fresh shares land against a backdrop of firm momentum, with ALS’s share price at A$22.12 and a strong year to date share price return supported by robust multi year total shareholder returns, which suggests that confidence in its growth...
ASX:TLX
ASX:TLXBiotechs

Can Telix (ASX:TLX) Turn Prostate Theranostics Partnerships Into An Edge Amid Legal Strains?

In December 2025, Telix Pharmaceuticals updated investors on the progression of its ProstACT Global Phase 3 trial for TLX591 in metastatic castration‑resistant prostate cancer and announced a new clinical collaboration with Varian to combine its prostate theranostics with external beam radiation therapy. These developments come as Telix works to expand its prostate cancer platform globally while managing regulatory setbacks and class action lawsuits over alleged misstatements on clinical...