Blogs
Capricorn Metals (ASX: CMM): A High-Margin Gold Engine Scaling for 300koz Growth
Capricorn Metals (ASX: CMM) delivers strong cash generation and mine expansion momentum, positioning for 300koz annual production through Karlawinda and Mt Gibson growth. Premium valuation reflects execution strength and long-life margins.
Red Metal (ASX: RDM) Charges Higher as Volume Signals Fresh Interest
Red Metal (ASX: RDM) surged toward $0.18 on strong trading volume as investors responded to encouraging rare earth results from the Sybella Project and ongoing exploration success. Growing momentum, expanding activity, and renewed interest have pushed the stock to multi-month highs.
Has Metallium (ASX: MTM) Found a Critical Demand Zone After Its Extended Downtrend?
Metallium (ASX: MTM), a pre-revenue metal recovery and exploration company, has lost momentum as commercialisation delays and cash-runway concerns replaced hype. Technically, MTM is testing major support near 0.475, but a confirmed reversal has not yet appeared.
Is Lovisa Holdings (ASX: LOV) Signalling the Start of a Trend Rebound?
ASX-listed jewellery retailer Lovisa Holdings faces share price volatility amid US tariffs, softer consumer spending, and recent leadership changes. Technically, the stock remains in a downtrend but is testing crucial resistance near $23.0, potentially signalling a volume-backed breakout.
Netwealth Group (ASX: NWL): A Platform Powerhouse Scaling Through Volatile Markets
Netwealth (ASX: NWL) continues to deliver strong FUA growth, rising recurring revenue, and expanding adviser adoption. While valuation reflects premium expectations, sustained upside depends on maintaining net-flow momentum and scaling profitability through operating leverage.
Dimerix (ASX: DXB) Slides Toward $0.19 After Volatile Phase III Trial-Driven Swings
Dimerix slipped toward $0.19 after volatile trading driven by its Phase 3 ACTION3 trial. The biotech continues to swing on sentiment as investors react to clinical updates, balancing long-term DMX-200 hopes against no-revenue uncertainty and regulatory timelines.
Alligator Energy (ASX: AGE) Breaks to $0.052 on Volume Spike as Uranium Momentum Returns
Alligator Energy surged to $0.052 on strong volume as global uranium sentiment improved. The breakout reflects renewed interest in early-stage producers amid tightening supply and optimism about nuclear demand. The company advances its Samphire ISR project and Big Lake exploration, which are still pre-revenue.
Has Accent Group (ASX: AX1) Finally Found Its Bottom After a Year-Long Downtrend?
: Accent Group, an Australian footwear and apparel retailer, remains under pressure after an earnings downgrade and ASIC investigation, though a takeover bid sparked a rebound. Technically, AX1 is still in a long-term downtrend despite support near 0.60.
NEXTDC (ASX: NXT): AI Demand Is Surging, but Earnings Must Catch Up Before the Next Leg Higher
NEXTDC (ASX: NXT) delivers strong revenue growth and record contracted utilisation, but heavy capex and negative statutory earnings cap near-term upside. AI-driven demand supports a justified premium, yet a sustained re-rating requires profitability acceleration and clearer cash-flow visibility.
What is the reason behind the last 12-month rally in zinc prices, and how to get exposure on the ASX?
Zinc prices have surged over the past year due to supply shortages, mine disruptions, and strong demand from infrastructure and renewable energy projects. ASX investors can gain exposure through South32, Develop Global, and Sandfire Resources, each offering different risk and growth profiles.
Terra Metals (ASX: TM1) Rebounds 5% as Buyers Defend Key Support Zone.
Terra Metals (ASX: TM1) rebounded over 5% as buyers defended key support, while ongoing drilling success, expanding discoveries at the Dante Project, and a fully funded growth strategy continue to strengthen its position as a promising ASX critical minerals explorer.
BlueScope Steel (ASX: BSL) Breaks Higher as Investors Bet on Further Upside
BlueScope Steel shares have strengthened on improving earnings and investor confidence. The company is expanding production, upgrading facilities, and investing in low-emission steelmaking projects, positioning itself for long-term growth while maintaining exposure to global construction and infrastructure markets.
BPH Energy (ASX: BPH) Jumps 12.5% as Buyers Return to the Micro-Cap Explorer
BPH Energy shares surged 12.5% as investors focused on the upcoming PEP-11 court decision. The diversified micro-cap has exposure to gas exploration, hydrogen technology, and medical devices, with recent funding and project progress supporting renewed market interest.
Can Aristocrat Leisure (ASX: ALL) Extend Its Margin Expansion as Gaming Strength and Interactive Momentum Converge?
Aristocrat Leisure (ASX: ALL) delivers strong HY26 growth, expanding margins and cash generation across Gaming, Social Casino and iLottery, positioning the company for sustained earnings momentum and a multi year re rating. With NPATA up 8% (16% in constant currency), EBITDA up 6%, and segment profit expanding in constant currency, ALL has shown an expanding competitive advantage, strong cash generation, and a clear path to sustained NPATA growth.
Is Paradigm Biopharmaceuticals (ASX: PAR) Bottoming Out After Its Prolonged Downtrend?
Paradigm Biopharmaceuticals (ASX: PAR) is an Australian late-stage biotech developing injectable PPS, mainly for osteoarthritis. Its shares have fallen more than 95% since 2020 amid trial delays, dilution and losses, with August 2026 Phase 3 interim data now the key catalyst.
Can Bellevue Gold (ASX: BGL) Sustain Its Production Momentum as Grades Rise and Free Cash Flow Surges?
Bellevue Gold (ASX: BGL) is lifting production, lowering costs, and generating record free cash flow as higher grade zones come online and hedge commitments fall, positioning the company for a multi year re rating.
Can Cleanaway (ASX: CWY) Re Rate Higher as Margins Expand and Strategy 2030 Takes Hold?
Cleanaway (ASX: CWY) is rebuilding momentum through upgraded EBIT guidance, margin expansion, and a stronger strategic framework, with valuation support emerging as earnings and free cash flow accelerate.
Is Vault Minerals (ASX: VAU) Building a Base at Key Technical Support After Its 2025 Peak?
Vault Minerals, an ASX-listed mid-tier gold producer, is testing key long-term support after a 2025 peak. Despite strong assets and growth plans, merger uncertainty, weaker guidance, cost pressures, and gold-price sensitivity have weighed on sentiment, while technicals suggest base formation.
Can Zip Co (ASX: ZIP) Maintain Its Breakout Momentum to Clear Near-Term Resistance?
Zip Co is recovering from 2026 lows on record earnings, a buyback, and US growth via Stripe. Technically, it broke a downtrend with support near $2.00. Key risks: credit quality, US concentration, and competition.
Can SRG Global (ASX: SRG) Sustain Its Breakout After Securing $1.85bn of Contracts?
SRG Global (ASX: SRG) surged after securing $1.85 billion of new contracts, upgrading FY26 EBITDA guidance, and initiating FY27 EBITDA guidance of $190m-$200m. Future performance depends on delivering sustained earnings growth across its diversified infrastructure portfolio.
Can Genesis Minerals (ASX: GMD) Sustain Its Cash Flow Momentum and Break Higher?
Genesis Minerals (ASX: GMD) is accelerating production, generating exceptional cash flow, and advancing its Tower Hill growth engine while the stock approaches key breakout levels. We assess fundamentals, catalysts, risks, and technical signals.