Pantoro Gold slides after another guidance cut
Pantoro Gold (ASX: PNR) lost nearly a third of its value in seven days after cutting its full-year gold production target for the second time in quick succession. The culprit this time was ex-Tropical Cyclone Mitchell, which dumped heavy rain across the company's Norseman operations in Western Australia,…
Tetratherix jumps on new US GLP-1 deal
Tetratherix (ASX: TTX) surged 22% on Monday after signing an exclusive deal with US consumer health company Superpower Health to develop a new precision medicine franchise. The agreement is immediately revenue-generating, which is a meaningful shift for a company that has not yet recorded commercial product sales. Under…
While most investors have been chasing energy and gold stocks since the Iran conflict escalated, two ASX insurers are sitting at very different valuations with very different outlooks. QBE Insurance Group (ASX: QBE) is roughly flat over the past year but carries a direct tailwind from global insurance repricing. Suncorp Group (ASX: SUN) has fallen…
Syrah Resources is hit by tariffs and Tesla pressure
Syrah Resources (ASX: SYR) fell 29% on Friday to A$0.17, its lowest level in years, after two pieces of bad news landed within days of each other. The US International Trade Commission ruled against protecting American graphite producers from cheap Chinese imports, removing a catalyst Syrah…
Yancoal is hitting new highs, but upside looks limited
Yancoal Australia (ASX: YAL) had a big week. The stock hit a fresh 52-week high and is now up more than 50% in 2026, powered by a geopolitical shock that sent thermal coal prices to their highest level in over a year. The tailwind is real. But…
ASX stocks now face rising inflation risks
Something uncomfortable is happening in global markets right now. Oil prices have surged from around US$70 to above US$100 a barrel, touching US$103 at Friday's close, after the US-Israel war with Iran effectively shut down the Strait of Hormuz, the narrow waterway that carries roughly one-fifth of the…
Northern Star Crashes After Second Guidance Cut
Northern Star Resources (ASX: NST) crashed 18.75% on Friday to close at A$21.75, its steepest single-session decline in 2026. That wipes out more than A$7 billion in market value in one session. What makes this particularly painful is the timing. Gold is trading near record highs of around…
BHP Falls as China Widens Iron Ore Ban
BHP (ASX: BHP) slipped around 2.3% to A$49.80 on Friday after China escalated its iron ore import ban for the second time this month. The ban now covers Newman fines, one of BHP's most popular iron ore products. The move is part of a months-long contract dispute…
RBA March Decision: What It Means for ASX Stocks
The Reserve Bank of Australia meets on Tuesday, 17 March, and it could be one of the most consequential rate decisions in months for ASX investors. The RBA already raised the cash rate to 3.85% back in February. Now, with Governor Michele Bullock calling this meeting…
Rio Tinto (ASX: RIO) Rises 3% on CATL Battery Deal- Buy, Sell, or Wait After the Kennecott Shutdown?
Rio Tinto Rises on CATL Deal Amid Kennecott Shutdown
Rio Tinto (ASX: RIO) climbed 3.14% to A$157.89 on Friday, which is a surprisingly strong move given the company is dealing with two very different pieces of news at once. On one hand, Rio Tinto just signed a major partnership deal with CATL earlier this month,…
