• Why is everyone talking about Coles, Ramelius Resources and Woodside shares on Tuesday?

    A young woman holds her hand to her ear and leans sideways as if to listen to something that's surprising her as her eyes and her mouth are wide open.

    Coles Group Ltd (ASX: COL), Ramelius Resources Ltd (ASX: RMS), and Woodside Energy Group Ltd (ASX: WDS) shares are turning heads today.

    In late morning trade on Tuesday, all three of the high-profile ASX shares are outpacing the 0.5% gains posted by the S&P/ASX 200 Index (ASX: XJO) at this time.

    Here’s what’s catching investor interest.

    Woodside shares jump on profit growth

    Woodside shares are up 2.5% at the time of writing, changing hands for $34.28 apiece.

    This strong performance follows the release of the ASX 200 energy stock’s half-year results (H1 2026).

    Highlights for the six months included a 13% year-on-year increase in operating revenue to US$7.45 billion. And the company’s free cash flow was up 159% to US$352 million.

    On the bottom line, Woodside achieved a 27% increase in net profit after tax (NPAT) to US$1.67 billion.

    This saw management declare a fully-franked interim dividend of 57 US cents per Woodside share.

    On the growth project front, Woodside’s Scarborough is 98% complete and on track for first LNG cargo in Q4 2026. Its Trion project is 64% complete, while the Louisiana LNG project is 28% complete.

    Woodside ended the half with liquidity of US$8.19 billion.

    Ramelius Resources shares lift on gold resource increase

    Like Woodside shares, Ramelius Resources shares are marching higher, up 1% at $4.05 each.

    This comes after the ASX 200 gold stock reported a 79% increase in its Ore Reserves to 4.3 million ounces of gold. The miner’s Mineral Resources increased by 17% to 14 million ounces.

    Ramelius credited the boost to its FY 2026 exploratory drilling campaign, which added 1.8 million ounces of new discovery gold at an average cost of $55 per ounce.

    The lift was primarily delivered by the maiden 1.6-million-ounce Ore Reserve at Ramelius’ Never Never underground project, as well as 260,000 ounces at its Roe underground project.

    Which brings us to…

    Coles shares edge higher on dividend boost

    Joining Ramelius Resources and Woodside shares in turning heads today, we find Coles.

    Shares in the ASX 200 supermarket giant are up 0.6% at the time of writing, trading for $22.78 apiece.

    This follows the release of Coles’ FY 2026 results.

    Highlights for the financial year include a 2.8% year-on-year increase in sales revenue to $45.58 billion. Earnings before interest and tax (EBIT) of $2.32 billion (excluding significant items) were up 9.9%.

    On the bottom line, Coles achieved a 13.7% year-on-year increase in net profit after tax (NPAT) to $1.26 billion (excluding significant items).

    This saw management declare a 37-cent per share fully-franked final dividend, up 15% from last year’s final payout.

    If you want to bank the final Coles dividend, you’ll need to own shares at market close on 2 September. Coles shares trade ex-dividend on 3 September.

    The post Why is everyone talking about Coles, Ramelius Resources and Woodside shares on Tuesday? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Coles Group right now?

    Before you buy Coles Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Coles Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Bell Potter says this ASX biotech could nearly double in value

    Medical workers examine an x-ray or scan in a hospital laboratory.

    Shares in Cyclopharm Ltd (ASX: CYC) are down almost 50% over the past 12 months, but according to the analysts at Bell Potter, now could be a great time to buy in.

    Bell Potter has a buy recommendation on the shares and a bullish price target, which I’ll get to shortly.

    First, let’s have a look at the company’s recently released first-half results.

    US market primed for growth

    Cyclopharm’s flagship product is Technegas, which is a broad-spectrum diagnostic lung imaging technology for the visualisation of pulmonary ventilation and lung function.

    The company said Technegas was now available in 67 countries, with more than five million patient procedures to date.

    In the first half of 2026, Cyclopharm generated revenue of $17.5 million, up 14% on the same period last year, while revenue growth in the US jumped 74% to $2.1 million.

    The company had $12.2 million in cash at the end of June, and posted a net loss of $8.8 million, compared with $7.7 million for the same period last year.

    The company explained:

    The movement reflects three factors: continued investment in US commercial operations; a near-doubling of research and development expenditure to $0.57 million as we advance our Beyond PE clinical programs; and the absence of the $1.1 million share of joint venture profit recorded in the pcp following the divestment of the non-core Cyclotek interest. Encouragingly, gross margin improved from 53.5% to 56.3%, reflecting the growing weighting of higher-margin Technegas revenue, and particularly US revenue, in the sales mix.

    In terms of the market opportunity, Cyclopharm estimates the US market could be worth US$180 million.

    Managing Director James McBrayer said:

    The US is the world’s largest healthcare market and represents a potential US$180 million annual revenue opportunity for Cyclopharm in the diagnosis and management of Pulmonary Embolism alone. That potential is not speculative; it is built on the same adoption curve that has played out in each of our established markets, where Technegas commands an 85% or greater share of nuclear medicine ventilation imaging. Applying that experience, the Company sees its primary US market as approximately 2,000-site addressable market out of the 5,139 US sites performing nuclear medicine lung imaging, per CMS data. With 70 sites generating revenue as at 30 June 2026, we have only just started.

    ASX biotech shares looking cheap

    Bell Potter said in its note to clients that the growth was encouraging and noted that half of the top 20 hospitals in the US had now adopted Technegas.

    The broker has a $1 price target on Cyclopharm shares compared to 50.5 cents currently.

    The company is valued at $63.5 million.

    The post Bell Potter says this ASX biotech could nearly double in value appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Cyclopharm right now?

    Before you buy Cyclopharm shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Cyclopharm wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Buy, hold, sell: DigiCo Infrastructure REIT, CBA, Telstra shares

    Two work colleagues looking at a laptop and discussing something.

    S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 9,142.1 points on Tuesday.

    As earnings season continues, let’s check out some new ratings from the experts today.

    DigiCo Infrastructure REIT (ASX: DGT)

    The DigiCo Infrastructure REIT share price is $2.47, down 0.4% today and down 22% over 12 months. 

    Morgans has a buy rating on this ASX 300 real estate investment trust (REIT) after reviewing its FY26 report.

    The broker said: 

    The signed Letters of Intent (LOIs) over the remaining 52MW would take the Australian portfolio to full capacity — a strong demand signal that de-risks management’s pathway to $250m of EBITDA.

    However the ramp-up in earnings is back-ended, hence FY27 guidance was ~8% below MorgansF and ~13% below Consensus.

    Liquidity of ~$1.2bn funds the ~$1.2bn capex bill, with management calling out no need for additional equity.

    We still see clear value, but the cashflows are pushed out — this is now an FY28-into-FY29 story.

    Telstra Group Ltd (ASX: TLS)

    The Telstra share price is steady at $4.72 on Tuesday, and down 6% over 12 months. 

    John Athanasiou from Red Leaf has a hold call on this ASX 200 communications share following the telco’s FY26 results.

    He explained (courtesy The Bull):

    Telstra’s investment case has improved materially, supported by a stronger mobile business, better earnings momentum and improving shareholder returns.

    Its mobile network remains the company’s key competitive advantage, providing pricing power, scale and dependable cash generation.

    The market has increasingly recognised Telstra’s defensive qualities, which, we believe, are reflected in the share price.

    Telecommunications also remains a capital intensive industry, requiring significant ongoing investment to maintain network leadership.

    For existing shareholders, the combination of relatively stable earnings, dividends and a strong mobile franchise remains attractive.

    However, for new investors, the upside appears less compelling after a recent re-rating.

    Telstra is among 16 ASX 200 shares going ex-dividend this week.

    The telco will pay a 90% franked dividend of 10.5 cents per share on 24 September.

    Commonwealth Bank of Australia (ASX: CBA)

    The CBA share price is $158.83, up 1.3% today and down 7% over 12 months. 

    Tony Locantro from Alto Capital has a sell rating on the market’s biggest ASX 200 bank share following its FY26 results.

    Locantro said: 

    The CBA remains Australia’s leading banking franchise and delivered another strong result in full year 2026.

    Cash net profit after tax of $10.982 billion was up 7 per cent on the prior corresponding period. The full year dividend of $5.05 a share, fully franked, was up 4 per cent.

    Strong lending, deposit growth and a robust capital position continue to demonstrate the quality of the business.

    However, operating expenses and loan impairment expenses increased.

    The CBA continues to trade at a substantial valuation premium to domestic banking peers. Although the underlying business remains strong, the premium valuation leaves little room for disappointment and may potentially constrain prospective returns.

    The post Buy, hold, sell: DigiCo Infrastructure REIT, CBA, Telstra shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in DigiCo Infrastructure REIT right now?

    Before you buy DigiCo Infrastructure REIT shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and DigiCo Infrastructure REIT wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.