Blogs
Acrow Limited (ASX: ACF): Is This Growing Equipment Rental Business a Buy in Oversold Territory?
Acrow Limited is an Australian engineering and equipment rental company supplying formwork and scaffolding to construction and infrastructure projects. The business generates recurring income from its large hire fleet and has delivered strong revenue growth in recent years. Despite recent share price weakness, it offers solid cash flow and a fully franked dividend yield above 5%.
New Murchison Gold (ASX: NMG): Pay for the Current Gold, Get the Exploration Potential for Free
New Murchison Gold Limited is a small Australian gold producer operating the Crown Prince mine in Western Australia. The company recently transitioned from exploration to production and is generating strong cash flow from high-grade ore sold to Westgold Resources Limited. Exploration at nearby targets and potential underground mining could extend the project’s life and add future growth potential.
These ASX stocks give you exposure to the rising interest in defence spending
Rising geopolitical tensions and military modernisation are driving a surge in global defence spending, which exceeded US$2.6 trillion in 2025. Australia is also increasing defence investment, with spending expected to approach A$100 billion by 2034. As a result, ASX-listed companies involved in defence technology, shipbuilding and security systems are gaining investor attention as part of a long-term growth trend.
Electro Optic Systems (ASX: EOS): Pricing the Counter-Drone and Laser Defence Opportunity
Electro Optic Systems develops remote weapon systems, counter-drone platforms and laser defence technologies for military customers. Despite strong order-book growth and rising defence demand, the company still generates operating losses and negative cash flow. Its valuation is largely based on future growth in counter-drone and directed-energy defence systems.
Racura Oncology Ltd (ASX: RAC): Could RC220 Turn This Small Biotech into a Billion-Dollar Cancer Stock?
Racura Oncology is a clinical-stage biotech developing RC220 (bisantrene), a potential treatment for cancers such as AML and lung cancer. The company is pre-revenue and mainly funded through cash reserves and capital raises while advancing clinical trials. Its future valuation depends largely on trial results, regulatory progress and potential partnerships if the drug proves effective.
Has Telix Pharmaceutical's (ASX: TLX) share price reached the bottom?
Telix Pharmaceuticals is a radiopharmaceutical company focused on cancer imaging and therapies, with strong revenue growth driven by products like Illuccix and Gozellix. While recent gains suggest the stock may be stabilising, future performance will depend on continued commercial growth and pipeline progress.
How much higher can Lynas Rare Earths (ASX: LYC) share price go?
Lynas Rare Earths is the largest rare earth producer outside China, supplying critical magnet materials used in EVs, renewable energy and defence technologies. Its core Mt Weld mine and expanding processing facilities position the company as a key player in the Western rare earth supply chain. While earnings remain highly sensitive to rare earth prices, ongoing capacity expansion and stronger NdPr demand could support significant long-term growth.
Is it a good time to buy NRW Holdings (ASX: NWH) after the bounce off its major support level?
NRW Holdings is an Australian mining services contractor providing civil construction and contract mining to major producers like BHP and Rio Tinto. Its earnings are closely tied to Australia’s mining investment cycle. Strong cash flow and new contracts could support recovery if resource sector capex remains strong.
Mineral Resources (ASX: MIN): An undervalued ASX miner facing an important resistance level
Mineral Resources is emerging from a heavy investment phase as the Onslow Iron project reaches scale, driving a sharp recovery in earnings and cash flow. With iron ore production ramped up and lithium assets backed by a major POSCO partnership, the business is now showing the financial benefits of years of expansion. Despite the turnaround, the stock still appears undervalued relative to its long‑term earnings, cash‑flow potential, and asset base.
Which companies on the ASX will benefit the most from the soaring oil and gas prices?
Geopolitical tensions and supply disruptions have pushed global oil and gas prices higher. When benchmarks rise, ASX energy producers—especially upstream and LNG exporters—often see stronger revenues and margins due to robust demand from Asian markets.
TechnologyOne (ASX: TNE): A Defensive SaaS Compounder with Premium Valuation
TechnologyOne is a leading Australian SaaS provider delivering cloud ERP software to governments and large organisations. Its recurring revenue model supports strong margins and steady growth. However, the stock trades at a premium valuation, leaving little margin for growth disappointments.
Beach Energy (ASX: BPT): Undervalued Gas Producer with Growth Potential
Beach Energy is a gas-focused Australian producer supplying the domestic east coast market, with most output coming from the Cooper, Otway and Perth basins. The key growth driver is the Waitsia Gas Project, which could lift production and cash flow as it ramps up. The stock offers a high fully franked dividend but remains sensitive to energy prices and project execution.
Paladin Energy (ASX: PDN): A Leveraged Play on the Uranium Price Recovery
Paladin Energy is a leveraged uranium producer centred on the restarted Langer Heinrich mine in Namibia. Its earnings are highly sensitive to uranium prices, making the stock a direct play on the nuclear fuel cycle. Future growth could come from the large Patterson Lake South project in Canada.
Yancoal Australia (ASX: YAL): Strong Cash Flow, Zero Debt, and Leverage to Coal Prices
Yancoal Australia is largely a pure play on global coal prices, with profits rising and falling almost directly with commodity cycles. The company has dramatically strengthened its balance sheet, eliminating over $3bn of debt and building more than $2bn in cash, giving it one of the most conservative capital structures among coal producers. Even after coal prices normalised, low operating costs allow the business to remain profitable with solid cash flow and sustainable production levels.
Immutep (ASX: IMM): A High-Risk Immunotherapy Bet Waiting for Phase III Validation
Immutep is a Sydney-based clinical-stage biotechnology company focused on immunotherapy, specifically targeting the LAG-3 immune pathway. The company is dual-listed on the ASX and NASDAQ, giving it access to both Australian and US capital markets. It does not yet generate commercial product revenue and remains dependent on capital markets and partnerships to fund its development programs, making it a milestone-driven investment rather than a revenue-backed operating business.
Monadelphous Group (ASX: MND) – From Turnaround Story to Premium-Cycle Pricing
Monadelphous Group is a high-quality, cycle-exposed engineering contractor leveraged to Australian resources and energy capex. Strong cash generation, a net cash balance sheet and disciplined contract selection underpin its reputation and dividend capacity. Long-standing Tier 1 client relationships support earnings resilience across mining, LNG and infrastructure projects. However, the current valuation suggests much of the favourable operating outlook is already priced in.
Has Neuren Pharmaceuticals' (NEU) share price bottomed out?
If you bought Neuren Pharmaceuticals (ASX: NEU) near its peak, the recent volatility has been uncomfortable. Despite having its first approved drug for a rare paediatric disorder, growing royalty income and a promising pipeline, the share price has repeatedly rallied and retraced over the past two years. The key question now is whether NEU has already formed a durable bottom — or if another leg down could still test investor conviction.
Fortescue Ltd (ASX: FMG): Strong Cash Flows and Dividends in a Cyclical Iron Ore Market
Fortescue Ltd is a low-cost iron ore producer with strong cash flow and attractive fully franked dividends, but earnings remain highly exposed to iron ore prices and Chinese demand. Trading around mid-cycle valuation levels, the stock looks fairly valued, with upside dependent on stronger commodity prices and successful expansion into magnetite and green energy.
WiseTech Global (ASX: WTC) – Testing the $2bn Strategic Gamble
WiseTech Global’s A$2bn acquisition of E2open has significantly boosted revenue but diluted margins and increased leverage, shifting the investment case from premium organic growth to execution-driven integration. While the long-term strategic rationale remains sound, near-term earnings pressure and higher balance sheet risk make valuation more demanding and leave little room for integration missteps.
Has PolyNovo's (ASX: PNV) share price hit the bottom yet?
PolyNovo Limited (ASX: PNV) remains a fundamentally strong, high-growth medtech, but its share price is currently testing key support around A$0.88–0.92 within a broader sideways range. While selling pressure has eased and momentum is stabilising, a confirmed bottom would require a sustained break above A$1.08; otherwise, a fall below A$0.86–0.90 could signal further downside.
Westpac Banking Corporation (ASX: WBC) – Capital Strength and Dividend Appeal in a Low-Growth Environment
Westpac Banking Corporation is a systemically important bank with a strong mortgage franchise, solid capital buffers and a fully franked dividend. With modest 3–4% earnings growth expected, current valuations look full, making it more suited to income investors than deep-value buyers.