9 September 2025
Lynas Rare Earths (LYC): Priced for perfection
LYC raises its price target to A$9.35/share, driven by its 'Towards 2030' strategy and a strong balance sheet supporting future growth.
5 September 2025
GrainCorp (GNC): Crop Report delivers another record
GrainCorp (GNC) gains from ABARE’s record September crop forecast, lifting FY26e NPAT by 16% and the target price to $9.10.
26 August 2025
PWR Holdings (PWH): Power on
FY25 revenue met expectations for PWR, with strong cash flow. While EBITDA and NPAT slightly missed forecasts, the outlook remains positive with growth potential across key sectors.
15 August 2025
LGI Limited (LGI): MW Ramp up
LGI’s FY25 results were solid, with strong margins offsetting a slight revenue miss and a positive outlook for FY26 earnings growth.
13 August 2025
Elders (ELD): Multiple earnings drivers at play
ACCC delays on Delta are masking a strong recovery in ELD’s core pricing and seasonal outlook.
4 July 2025
Capricorn Metals (CMM): Exceptional position
CMM is now debt-free and well-positioned to fund its growth, with plans to double production to ~300kozpa through the Mt Gibson and Karlawinda projects.