
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) 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 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

VEEM shares jumped nearly 19% after completing a major factory expansion. The advanced engineering company is growing its marine, defence, and gyrostabiliser businesses through new products, defence contracts, AUKUS-related opportunities, and increased manufacturing capacity to support future earnings growth.

DXN's share price surged from 2 cents to 14 cents in 2026 after winning major AI and telecommunications infrastructure contracts. The modular data centre specialist is expanding globally, with investors betting on strong growth from AI, cloud, and digital infrastructure markets.

Alterity Therapeutics (ASX: ATH) is advancing its lead neurodegeneration drug, ATH434, toward Phase 3 trials. Following positive clinical data and a 1-for-50 share consolidation, the stock is holding key technical support around 0.450, awaiting a potential upside breakout.

Hammer Metals, a junior explorer focused on copper, gold and lithium in Queensland and WA, broke above resistance on strong Kalman drilling and a trading halt tied to a potential control deal, though overbought technicals and exploration risk remain.

Ardea Resources (ASX: ARL) is an Australian critical minerals developer whose stock has pulled back sharply from 2026 highs, pressured by a DFS delay at its world-class Kalgoorlie Nickel Project, weak nickel prices, and thin institutional support, while technical indicators suggest the $0.50 level may act as a key support floor.

Acrow (ASX: ACF) is technically rebounding, balancing record revenue and strong industrial-access growth with falling margins and rising debt. Future performance depends on profitably converting its $256 million pipeline and breaking key resistance near $1.00.

SRJ Technologies has attracted strong investor interest following the securing of multiple energy-sector contracts, including major UAE robotic inspection projects. Growing adoption of BoltEx® technology, expanding Middle East operations, and a strengthening recurring revenue pipeline have boosted confidence in the company's growth outlook.

EBR Systems has fallen sharply after a major capital raise sparked dilution concerns. Despite the sell-off, the company continues to expand the commercialisation of its FDA-approved WiSE CRT heart-failure technology, supported by growing implant volumes, clinical studies, and international regulatory progress.

Cygnus Metals (ASX: CY5) has surged after a A$232 million takeover offer from Central Asia Metals, offering a 60% premium. The company focuses on developing its high-grade Chibougamau Copper-Gold Project in Québec, alongside lithium and base-metal exploration, while expanding resources through drilling and capital raising.