ASX:PNR
ASX:PNRMetals and Mining

Pantoro Gold (ASX:PNR) Valuation Check As Norseman Special Call Follows Quarterly Update

Pantoro Gold special call puts Norseman operations in focus Pantoro Gold (ASX:PNR) has scheduled a special call to update investors on operations at its Norseman Gold Project, following the release of the company’s December 2025 Quarterly Activities Report. See our latest analysis for Pantoro Gold. The special Norseman update comes after a choppy few months, with the share price at A$5.09 and a 30 day share price return of 4.09%, alongside a very large 1 year total shareholder return of...
ASX:A4N
ASX:A4NChemicals

Alpha HPA (ASX:A4N) Taps A$225m Equity Backed by NRFC – What Does It Signal?

Alpha HPA has completed a A$225 million follow-on equity offering, issuing up to 313.3 million new ordinary shares at A$0.75 each through an institutional placement and planned share purchase plan to fund construction and commercialisation of Stage 2 of its HPA First Project and expand Stage 1 capacity. A A$75 million cornerstone equity commitment from the National Reconstruction Fund Corporation underscores government backing for Alpha HPA’s aim to build what it describes as the world’s...
ASX:ORG
ASX:ORGElectric Utilities

How Higher 2026 Gas Output Guidance At Origin Energy (ASX:ORG) Has Changed Its Investment Story

Origin Energy Limited recently updated its fiscal 2026 production guidance, lifting the lower end of the range to 645–680 petajoules and reported December-quarter integrated gas and APLNG output of 169 petajoules with matching sales of 169.5 petajoules, generating A$2.1 million in commodity revenue. This combination of slightly higher production expectations and steady quarterly volumes highlights management’s confidence in operational performance across Origin’s gas business. We’ll now...
ASX:S32
ASX:S32Metals and Mining

Assessing South32’s Valuation After A Strong Multi‑Month Share Price Run

Why South32 is on investors’ radar right now South32 (ASX:S32) has caught investor attention after a strong share price run, with the stock showing gains over the past week, month and past 3 months that stand out against its recent history. See our latest analysis for South32. That recent run sits against a wider backdrop where the 30 day share price return of 29.78% and 90 day share price return of 45.74% point to building momentum. The 1 year total shareholder return of 41.76% and 5 year...
ASX:EQR
ASX:EQRMetals and Mining

A Look At EQ Resources (ASX:EQR) Valuation After A Tungsten Focused Share Price Surge

EQ Resources (ASX:EQR) has drawn fresh attention after a sharp share price move on heavy trading, with interest centering on tungsten exposure, pending project updates, and near term catalysts including exploration results and the March earnings announcement. See our latest analysis for EQ Resources. That surge in interest comes after a powerful run, with EQ Resources posting a 122.89% 1 month share price return and a 362.50% 3 month share price return, while the 1 year total shareholder...
ASX:360
ASX:360Software

Assessing Life360’s Valuation After Upgraded 2025 Revenue Guidance And Recent Share Price Pullback

Raised 2025 guidance puts Life360 in focus Life360 (ASX:360) lifted its 2025 earnings guidance, now forecasting revenue between $486 million and $489 million. This implies about 31% to 32% year over year growth and tops its earlier expectations. See our latest analysis for Life360. Even after the updated 2025 revenue outlook, Life360’s recent share price return has been weak, with a 7 day move of 18.85% and a 90 day decline of 44.90%. Its 5 year total shareholder return is very large,...
ASX:RRL
ASX:RRLMetals and Mining

The Bull Case For Regis Resources (ASX:RRL) Could Change Following Record Cash Generation From Strong Gold Operations

Morgans recently reaffirmed its hold rating on Regis Resources after the miner delivered a record quarter of cash generation supported by strong gold production and sales, underpinned by stable output at Duketon, higher gold sales from Tropicana, and favourable spot gold prices. This combination of robust operational delivery across key assets and a supportive gold price backdrop highlights how Regis Resources is converting production performance into stronger cash outcomes. Next, we’ll...
ASX:SVL
ASX:SVLMetals and Mining

Silver Mines (ASX:SVL) Valuation Check After New Share Quotation And Strong Recent Returns

Silver Mines (ASX:SVL) has applied for quotation of 1,702,900 new fully paid ordinary shares on the ASX, representing a modest expansion of its listed capital base that reflects ongoing capital management. See our latest analysis for Silver Mines. The latest issue comes after a sharp 47.06% 90 day share price return and a very large 224.68% 1 year total shareholder return. However, the 1 day share price return of 10.71% shows that sentiment around Silver Mines can shift quickly as investors...
ASX:ARB
ASX:ARBAuto Components

Is ARB’s (ASX:ARB) Modest Sales Dip Hinting At Deeper Shifts In Its Demand Story?

In January 2026, ARB Corporation Limited reported unaudited half-year sales revenue of A$358.0 million to 31 December 2025, representing a 1.0% decline from the previous corresponding period. This slight revenue contraction highlights how even modest shifts in demand can meaningfully influence investor attention toward ARB’s underlying business trends. We will now consider how ARB’s 1.0% revenue decline over the half-year shapes the company’s broader investment narrative. These 12 companies...
ASX:MI6
ASX:MI6Metals and Mining

How Investors May Respond To Minerals 260 (ASX:MI6) Upgraded Bullabulling Gold Resource And Strong Cash Position

Minerals 260 recently reported that the Bullabulling gold project’s resource estimate has risen to 4.5 million ounces, following extensive drilling and high‑grade intercepts, with a pre‑feasibility study still targeted for completion in 2026. An important angle for investors is that this larger resource is underpinned by strong cash reserves, giving Minerals 260 greater flexibility to progress Bullabulling without immediately relying on external funding. With this resource upgrade at...
ASX:ARU
ASX:ARUMetals and Mining

Is Arafura Rare Earths (ASX:ARU) Using Its 2026 Earnings Call To Reframe Project Risk?

Arafura Rare Earths has scheduled its Q2 2026 earnings call for 29 January 2026, an event investors often watch for detailed operational and financial updates. The timing of this call is drawing particular attention because it may offer fresh insights into project progress, cost profile and market positioning in the rare earths space. We’ll now examine how anticipation around the upcoming earnings call could influence Arafura Rare Earths’ investment narrative and risk perception. Trump's oil...
ASX:CMM
ASX:CMMMetals and Mining

Capricorn Metals (ASX:CMM) Valuation After Strong Karlawinda Output And Expansion Progress

Interest in Capricorn Metals (ASX:CMM) has picked up following solid Karlawinda gold output, record quarterly cash flow, and on-schedule progress at the Karlawinda Expansion Project, along with advancing work and approvals at Mt Gibson. See our latest analysis for Capricorn Metals. Despite a recent 1 day share price return of negative 7.85% and a softer 7 day move, Capricorn Metals still carries a 30 day share price return of 2.85% and a 90 day share price return of 15.10%. Its 1 year total...
ASX:NST
ASX:NSTMetals and Mining

Did Lower FY26 Output And Higher Costs Just Shift Northern Star Resources' (ASX:NST) Investment Narrative?

Northern Star Resources recently updated its FY26 guidance, lowering expected gold production to between 1.6 million and 1.7 million ounces while lifting its all-in sustaining cost outlook amid record gold prices above US$5,200 an ounce. These changes, coupled with upcoming half-year results on February 12 and a new Joint Company Secretary appointment, sharpen investor focus on how the miner balances cost pressures with elevated revenue potential from higher gold prices. We will now examine...
ASX:LNW
ASX:LNWHospitality

Is Light & Wonder (ASX:LNW) Pricing Reflect Its Recent 16% One-Year Share Return

If you are wondering whether Light & Wonder’s current share price lines up with its underlying worth, you are not alone. This article is built to answer exactly that question. The stock last closed at A$167.06, with recent returns of 2.5% over 7 days, 6.0% over 30 days, 7.1% year to date and 16.2% over the past year. This has put valuation firmly in focus for many investors. Recent news coverage around Light & Wonder has focused on its positioning in the broader consumer services sector and...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation After Record 2025 Production And Key Project Progress

Woodside Energy Group (ASX:WDS) has drawn fresh attention after reporting record full-year production for 2025, issuing 2026 production guidance, and outlining progress on key projects such as Scarborough and Beaumont. See our latest analysis for Woodside Energy Group. The production and project updates have come alongside a 7.55% 1 month share price return and 7.23% year to date share price return to A$25.37. The 1 year total shareholder return of 9.73% contrasts with a weaker 3 year total...
ASX:STO
ASX:STOOil and Gas

Santos (ASX:STO) Is Up 8.5% After Barossa’s First On‑Budget LNG Shipment - What's Changed

Santos has completed its first liquefied natural gas shipment from the Barossa project, achieving a major operational milestone after years of investment and delays, with the project delivered on budget and about six months later than initially planned. This first cargo effectively moves Barossa from construction into commissioning, a shift that could influence how investors view Santos’ future LNG cash-flow profile and project execution capabilities. We’ll now look at how Barossa’s...
ASX:BOQ
ASX:BOQBanks

A Look At Bank Of Queensland’s Valuation As Rod Finch Is Appointed Next CEO

Bank of Queensland (ASX:BOQ) has opted for internal succession, appointing Chief Transformation and Operations Officer Rod Finch as CEO from 1 March 2026, replacing retiring chief executive Patrick Allaway. See our latest analysis for Bank of Queensland. At a share price of A$6.79, Bank of Queensland has had a 3.98% 30 day share price return, while its 1 year total shareholder return of 2.72% and 3 year total shareholder return of 13.04% suggest steady rather than rapid momentum as the CEO...
ASX:PRU
ASX:PRUMetals and Mining

A Look At Perseus Mining’s Valuation As Production Guidance For 2026 Is Reaffirmed

Perseus Mining (ASX:PRU) has drawn fresh attention after reporting December 2025 quarter production of 78,641 ounces of gold at All In Site Costs of $1,800 per ounce and reaffirming its 2026 output guidance. See our latest analysis for Perseus Mining. The reaffirmed 2026 production guidance and progress at CMA Underground and Nyanzaga come as Perseus Mining’s share price sits at A$5.90, with a 21.15% 90 day share price return and a 5 year total shareholder return of 449.64%. This indicates...
ASX:BKI
ASX:BKICapital Markets

BKI Investment (ASX:BKI) Margins Near 92% Reinforce Income Focused Narratives In H1 2026

BKI Investment (ASX:BKI) has put fresh numbers on the table for H1 2026, reporting total revenue of A$36.0 million and net income of A$34.3 million, with basic EPS of A$0.0425 for the half and trailing 12 month EPS of A$0.0806. Over recent periods, the company has seen revenue move between A$35.0 million and A$36.0 million per half, while net income has ranged from A$30.7 million to A$34.3 million and half year EPS has tracked between A$0.0381 and A$0.0425. This has resulted in trailing 12...
ASX:CSL
ASX:CSLBiotechs

How CSL’s ADR Switch and Plasma Pressures At CSL (ASX:CSL) Has Changed Its Investment Story

Deutsche Bank has been appointed as the successor depositary bank for CSL Limited’s sponsored American Depositary Receipt program, effective 27 January 2026, while investors also await the company’s half-year results and interim dividend announcement on 11 February. This comes after CSL cut its profit forecast, postponed the planned Seqirus vaccine spin-off, and faced pressure from weaker U.S. flu vaccination rates and cost challenges in its plasma therapies business. We’ll now examine how...
ASX:CIA
ASX:CIAMetals and Mining

Champion Iron (ASX:CIA) Margin Improvement Challenges Cautious Earnings Narratives

Champion Iron (ASX:CIA) has put another quarter on the board, reporting Q3 2026 revenue of A$472.3 million and basic EPS of A$0.12, backed by trailing twelve month revenue of A$1.8 billion and EPS of A$0.35. The company has seen revenue move from A$363.2 million in Q3 2025 to A$472.3 million in Q3 2026, with basic EPS shifting from essentially flat at A$0.003 to A$0.12 over the same period. Net profit margin over the last year has settled at 10.4% versus 8.5% a year earlier, giving this...