ASX:RRL
ASX:RRLMetals and Mining

Does Regis Resources’ (ASX:RRL) Steady Output Reveal Resilience or Sector Challenges Ahead?

Regis Resources Limited recently reported its operating results for the quarter ended 30 September 2025, announcing total group gold production of 90.4 thousand ounces and presented an operations and outlook update at the Citi Investment Conference. The company reaffirmed its mineral resource and reserve estimates while highlighting sector risks, offering investors a comprehensive view of both its performance and the challenges facing the gold industry. We'll explore how Regis Resources'...
ASX:QBE
ASX:QBEInsurance

Is QBE (ASX:QBE) Reshaping Its Risk Profile With Early Debt Redemption?

QBE Insurance Group has redeemed all its outstanding US$300 million Subordinated Notes early as of 12 November 2025, following approval from APRA, with the notes to be cancelled and delisted from the Singapore Exchange. This early redemption reflects a significant capital management move that changes the company's debt profile and signals ongoing regulatory engagement. We'll explore how this proactive capital management step may influence QBE's investment outlook and risk...
ASX:GMD
ASX:GMDMetals and Mining

Why Genesis Minerals (ASX:GMD) Is Up 16.4% After Record Gold Output and Strong Profit Guidance

Genesis Minerals recently reported record September-quarter gold production of 72,878 ounces and unaudited statutory net profit after tax between A$105 million and A$115 million. The company's strong operational and financial performance underscores momentum in its ‘ASPIRE 400’ expansion strategy, which emphasizes plant upgrades and boosted exploration spending. We’ll examine how Genesis Minerals’ record-setting gold production shapes its investment narrative and future development...
ASX:EMR
ASX:EMRMetals and Mining

Emerald Resources (ASX:EMR) Valuation Review Following Okvau Mine Production Shortfall and Expansion Update

Emerald Resources (ASX:EMR) has updated investors on the Okvau Gold Mine, reporting that third-quarter production fell short of prior guidance after heavy rainfall limited access to high grade ore during September. See our latest analysis for Emerald Resources. Despite a weather-disrupted quarter, Emerald Resources’ 1-day share price return jumped 4.12%, capping off a formidable 29.6% gain for the past month and a year-to-date share price surge of 69.5%. With a 1-year total shareholder return...
ASX:NVX
ASX:NVXElectronic

Capital Injection and BNY Mellon's Larger Stake Could Be a Game Changer for NOVONIX (ASX:NVX)

Earlier this week, NOVONIX Limited announced the issuance of 48,044,482 new shares on the Australian Securities Exchange after the conversion of convertible debentures to strengthen its capital structure and position in the battery materials sector. BNY Mellon’s recent move to increase its holding in NOVONIX from 8% to 10% illustrates growing international institutional interest, especially from US investors using the ADR system. We'll explore how BNY Mellon's heightened stake and the share...
ASX:PNV
ASX:PNVMedical Equipment

PolyNovo (ASX:PNV) Valuation in Focus After Board Appointment of ResMed Veteran Robert Douglas

PolyNovo (ASX:PNV) has just appointed Robert Douglas to its Board of Directors, sparking fresh interest from investors. Douglas’s background in medical device technology and board-level oversight could influence PolyNovo’s next phase of growth. See our latest analysis for PolyNovo. PolyNovo’s appointment of Robert Douglas arrives at a time when the market has been recalibrating its expectations. The stock’s 1-year total shareholder return of -45.5% and year-to-date share price return of...
ASX:NVA
ASX:NVAMetals and Mining

Nova Minerals (ASX:NVA): A Closer Look at Valuation Following US Defense Funding and Strategic Antimony Push

Nova Minerals (ASX:NVA) is in the spotlight after securing major US Department of Defense funding for its Alaskan antimony supply chain project. The company has also been invited to brief top US and Australian officials ahead of the upcoming summit. See our latest analysis for Nova Minerals. NVA’s soaring profile and recent government deals have been matched by extraordinary momentum, with a 30-day share price return of 395% and a staggering 1-year total shareholder return of 687%. The...
ASX:29M
ASX:29MMetals and Mining

Can 29Metals' (ASX:29M) Response to Mine Disruptions Define Its Long-Term Operational Resilience?

Earlier this week, 29Metals reported a sharp fall in quarterly zinc production at its Golden Grove mine due to restricted access to high-grade zinc stopes following seismic activity, while copper output increased compared to the same period last year. This operational disruption highlights ongoing geotechnical risks in key mining areas, underscoring the unpredictability of production outcomes for the company. We'll explore how the setback in accessing higher-grade zinc ore shapes 29Metals'...
ASX:AMI
ASX:AMIMetals and Mining

Major Gold Discovery at Nymagee and Board Changes Might Change The Case For Investing In Aurelia Metals (ASX:AMI)

In recent weeks, Aurelia Metals Limited announced the discovery of two new mineral lenses at the Nymagee Mine in New South Wales and confirmed upcoming Board changes, with Mr. Peter Botten stepping down as Chair after the November Annual General Meeting and Ms. Rachel Brown joining as a Non-Executive Director. The Nymagee exploration results highlight a higher gold content and resource expansion potential, supporting ongoing growth initiatives and operational developments across Aurelia’s...
ASX:EDV
ASX:EDVConsumer Retailing

Is Endeavour Group’s Latest Share Quotation (ASX:EDV) Shaping Its Capital Allocation Narrative?

On October 14, 2025, Endeavour Group Limited announced the quotation of 4,745,656 fully paid ordinary securities on the ASX as part of a dividend or distribution plan, aimed at enhancing market liquidity and delivering additional value to shareholders. This move provides current and prospective investors with more flexibility and may impact overall trading activity in Endeavour's shares. We will assess how this recent increase in freely tradable shares may alter the company’s investment...
ASX:NVX
ASX:NVXElectronic

Novonix (ASX:NVX) Valuation in Focus After BNY Mellon Boosts Stake to 10%

Novonix (ASX:NVX) is catching investors’ attention after BNY Mellon lifted its stake from 8% to 10%. This move from a major global institution highlights growing international confidence in the company’s energy storage potential. See our latest analysis for NOVONIX. Momentum has been picking up for NOVONIX, especially after BNY Mellon boosted its stake, and that confidence seems to have fueled a steep recent rally. While the 30-day share price return stands out at 64.8%, long-term total...