By Topic

How much higher can Lynas Rare Earths (ASX: LYC) share price go?

Mar 13, 2026

Proactive Equities Team

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?

Mar 12, 2026

Proactive Equities Team

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

Mar 11, 2026

Proactive Equities Team

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?

Mar 11, 2026

Proactive Equities Team

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

Mar 9, 2026

Proactive Equities Team

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

Mar 9, 2026

Proactive Equities Team

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.

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