ASX:CIA
ASX:CIAMetals and Mining

A Look At Champion Iron (ASX:CIA) Valuation As Quebec Rail Services Gradually Resume

Champion Iron (ASX:CIA) reported that rail services on the Quebec North Shore and Labrador Railway are gradually back online after a third party derailment disrupted shipments from its Bloom Lake iron ore operations. See our latest analysis for Champion Iron. The latest rail update comes after a strong run in the shares, with a 31.08% 90 day share price return, while the 1 year total shareholder return of 15.30% points to momentum that has been building rather than fading. If this kind of...
ASX:NAB
ASX:NABBanks

What National Australia Bank (ASX:NAB)'s Digital Overhaul And Brand Push Means For Shareholders

In recent days, National Australia Bank has advanced its digital transformation with the Harness platform and launched its enterprise-wide ‘Your Partner for Every Stage’ brand campaign, while investors watch upcoming Reserve Bank of Australia decisions and the bank’s February trading update. Together, these technology and brand initiatives highlight NAB’s push to streamline operations and strengthen customer relationships in a tightly regulated banking landscape. We’ll now examine how NAB’s...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Guidance Cut And Gold Price Supported Rebound

Northern Star Resources (ASX:NST) has moved back into focus after equipment breakdowns and weaker December quarter sales prompted a cut to fiscal 2026 production guidance, even as higher gold prices drew buyers toward gold miners. See our latest analysis for Northern Star Resources. Those operational setbacks have created a tug of war in the share price, with a recent 7.86% year to date share price return and a 58.69% one year total shareholder return suggesting momentum has held up rather...
ASX:PNR
ASX:PNRMetals and Mining

Is Daisy South’s New High-Grade Open Pit Altering The Investment Case For Pantoro Gold (ASX:PNR)?

Pantoro Gold has reported high-grade drilling results from the Daisy South deposit at its 100%-owned Norseman Gold Project, confirming extensions to mineralisation and supporting a new open pit development alongside existing operations. The decision to mine Daisy South in tandem with the Gladstone Everlasting Open Pit highlights Pantoro Gold’s focus on improving fleet efficiency and extending open pit mine life at Norseman. We’ll now examine how the confirmed extensions at Daisy South and...
ASX:FMG
ASX:FMGMetals and Mining

How Investors May Respond To Fortescue (ASX:FMG) Downgrades Amid Green Hydrogen Push And Softer Profits

In recent weeks, Fortescue reported several small capital structure adjustments, including the conversion of unquoted options, issuance and lapse of performance rights, alongside record iron ore shipments and lower annual profit and revenue amid softer hematite prices. At the same time, multiple major brokers downgraded their views on Fortescue on concerns about iron ore price sustainability and the company’s valuation, even as it continues to invest heavily in green hydrogen and other...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Valuation Check As Half Year Results And Possible U S Listing Draw Closer

Zip Co (ASX:ZIP) is back in focus as investors look ahead to its half year results on 19 February and weigh the company’s plans for U.S. growth, including a potential secondary listing. See our latest analysis for Zip Co. The recent focus on half year results and potential U.S. listing plans comes after a mixed period for investors, with a 90 day share price return of a 29.31% decline but a 1 year total shareholder return of 13.10%. The 3 year total shareholder return is very large and the 5...
ASX:PRU
ASX:PRUMetals and Mining

Will Strong ROE And Profit Reinvestment Change Perseus Mining's (ASX:PRU) Narrative?

In recent months, Perseus Mining has reported robust financial results, highlighted by a 19% return on equity and 33% net income growth over five years, supported by significant profit reinvestment into the business. This combination of high profitability and a reinvestment-focused approach has reinforced confidence in Perseus Mining’s ability to sustain earnings momentum, even as analysts anticipate slower growth ahead. Against this backdrop of strong return on equity, we’ll now consider...
ASX:GQG
ASX:GQGCapital Markets

Could GQG Partners’ (ASX:GQG) New CFO Appointment Reframe Its Risk and Capital Allocation Strategy?

GQG Partners Inc. has confirmed that, effective January 1, 2026, Charles Falck succeeded retiring CFO Melodie Zakaluk, bringing more than 20 years of investment management experience and recent Deputy CFO and COO responsibilities to the role. Falck’s progression from overseeing GQG’s global operational infrastructure to leading its finance function, after senior roles at Vontobel Asset Management and Goldman Sachs, may influence how the firm manages growth, risk, and capital...
ASX:CXO
ASX:CXOMetals and Mining

Assessing Core Lithium’s Valuation As Investors Focus On Possible Mining Restart

Recent attention on Core Lithium (ASX:CXO) has been driven by speculation that its lithium mining operations could restart as lithium prices recover, even as the share price has slipped 1.5% and management reports no clear trading explanation. See our latest analysis for Core Lithium. Those hopes around a possible restart sit against a sharp rebound in the share price over the past quarter, with a 30 day share price return of 36.96% and a 90 day share price return of 173.91%. The 1 year total...
ASX:PLS
ASX:PLSMetals and Mining

Assessing PLS Group (ASX:PLS) Valuation After Lithium Price Rally And 52-Week High

PLS Group (ASX:PLS) has hit a 52 week high after lithium prices jumped following China’s move to phase out VAT export rebates on battery products, putting extra focus on short term demand signals. See our latest analysis for PLS Group. Today’s A$4.86 share price and the recent 52 week high sit on top of a strong run, with a 30 day share price return of 18.54%, a 90 day share price return of 78.68%, and a 1 year total shareholder return of 120.91%. This points to building momentum as lithium...
ASX:TGF
ASX:TGFCapital Markets

ASX Penny Stocks Spotlight: Aussie Broadband And Two Others To Consider

The Australian market is poised for a slight retreat, influenced by lackluster U.S. reporting season results and geopolitical tensions impacting investor sentiment. Despite these broader market challenges, penny stocks—though an old term—remain a relevant investment area for those seeking opportunities in smaller or newer companies. With strong financials, these stocks can offer both affordability and growth potential; this article will spotlight several that stand out for their financial...
ASX:TEA
ASX:TEAConstruction

Is Tasmea’s Updated Share Plan Quietly Redefining Governance Priorities at Tasmea (ASX:TEA)?

Tasmea recently updated its share incentive program, outlining a refreshed equity-based reward structure aimed at strengthening governance transparency and aligning employee interests with shareholders. This move highlights how equity-based compensation can support workforce cohesion while keeping the company’s overall capital structure broadly consistent within Australia’s listed market framework. We’ll now examine how Tasmea’s renewed focus on governance transparency through its share...
ASX:SUL
ASX:SULSpecialty Retail

How Record H1 FY26 Sales and Lower Profit Guidance At Super Retail Group (ASX:SUL) Has Changed Its Investment Story

Super Retail Group recently reported record first-half FY26 sales of A$2.20 billion, with total sales up 4.2% and like-for-like sales growing 2.5%, but guided to a lower normalised profit before tax of A$172 million to A$175 million versus the prior period. The result highlights a tension between strong trading momentum and profitability, as elevated discounting, margin pressure at rebel, and duplication costs from new systems and distribution infrastructure weighed on earnings despite a...
ASX:29M
ASX:29MMetals and Mining

What 29Metals (ASX:29M)'s Q4 Zinc Shortfall And Downgrade Mean For Shareholders

In the past few days, Jefferies analyst Mitch Ryan downgraded 29Metals to Underperform after the company reported an 86% zinc production shortfall in the fourth quarter due to seismic issues at its Xantho Extended mine. This combination of a sharply weaker operating outcome and a more cautious analyst stance has intensified focus on 29Metals’ ability to deliver on its longer-term production plans. We’ll now examine how the Xantho Extended seismic disruption and resulting production shortfall...
ASX:ARU
ASX:ARUMetals and Mining

How Investors May Respond To Arafura Rare Earths (ASX:ARU) Potential US$1.05 Billion Cornerstone Funding

Arafura Rare Earths has drawn fresh market attention after reports of potential cornerstone funding of about US$1.05 billion for its Nolans rare earths project, seen as an important step toward securing overall project financing and construction. This prospective funding package is material because it could address a major capital hurdle for Nolans, sharpening focus on how Arafura might progress from project planning into development. With recent share price moves and potential...
ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...