ASX Gold Stock in Focus: Northern Star Selloff Explained
Northern Star Resources (ASX: NST) fell 8.6% to close at A$24.43 on Friday, making it the worst performer on the ASX 200 to start 2026. The selloff came after the gold miner revealed a string of operational problems that forced it to cut FY26 production guidance…
ASX Defence Stocks: 3 Names to Watch in 2026
Global defence spending reached a record US$2.7 trillion in 2024, the steepest annual increase since the Cold War. For Australian investors, this isn't just a headline; it's a structural shift with real implications. Australia's defence budget is growing at 5.9% annually, with nearly A$2.7 billion earmarked…
Mineral Resources: 52-Week High Rally or Governance Trap?
Mineral Resources (ASX: MIN) is trading near 52-week highs, having touched A$56.56 last week before settling around A$54.40, up roughly 62% over the past 12 months. The lithium and iron ore miner has staged an impressive comeback, but the rally comes with a catch: founder Chris Ellison…
ASX silver stocks: 5 names to watch in January 2026
Silver had a wild December. The metal surged to a record US$84 per ounce before crashing 11% to around US$73 in its biggest single-day drop since 2020. While profit-taking played a role after a 140% rally, the selloff was accelerated by the CME Group raising…
Robex Resources: First Gold Pour and $2.17B Merger Approved
Robex Resources (ASX: RXR) has ticked off two major boxes that we believe transform its investment case. On December 21, the company poured the first gold at Kiniero in Guinea, on time and on budget. Nine days later, shareholders backed an A$2.17 billion merger with Predictive…
IPD Group (ASX:IPG) jumped 5.5% to A$4.43 on Tuesday after announcing it will buy Platinum Cables for A$37.5 million. The stock has now rallied 58% since hitting lows in June, which raises the big question: is there still room to run, or is the easy money already made?
The deal looks smart on paper. IPD is…
FireFly Metals Dips After the Raise
FireFly Metals (ASX: FFM) edged lower on Tuesday despite announcing that its share purchase plan attracted roughly A$31 million in applications, smashing the original A$5 million target by more than six times. The copper-gold developer responded by doubling the SPP to A$10 million, imposing a significant scale-back that saw…
NEXTDC: The SoftBank Signal and What It Means for Investors
Japan's SoftBank just made a bold statement about where it sees the future of AI heading. The tech investment giant announced it will acquire DigitalBridge, a US-based data centre investment firm, for US$4 billion. The deal, which values DigitalBridge at US$16 per share, representing a…
Woodside Energy Turkey Contract: Nine Years of LNG Sales
Woodside Energy (ASX: WDS) just locked in its first long-term gas deal with Turkey. The company signed a binding agreement with Turkish state-owned energy company BOTAŞ to supply liquefied natural gas (LNG) for up to nine years, starting in 2030. This deal converts a previously signed…
Energy Transition Minerals rallies on NASDAQ plans, but is it priced in?
Energy Transition Minerals (ASX: ETM) has delivered a roughly 150% return over the past 12 months, making it one of the standout performers on the ASX. This week, shares gained fresh momentum after the company formally announced the appointment of New York-based Cohen…
