Boss Energy Ltd (ASX: BOE) shares are racing ahead today. 

Shares in the S&P/ASX 300 Index (ASX: XKO) uranium stock closed yesterday trading for $1.19. In early morning trade on Friday, shares are changing hands for $1.335 apiece, up 12.2%. 

For some context, the ASX 300 is up 0.5% at this same time. 

Here’s what’s catching investor interest. 

Boss Energy shares leap on uranium production results

Boss Energy shares are leaping higher after the company announced that it has achieved its revised full-year FY 2026 uranium production guidance. 

The financial year just past saw Boss produce 1.41 million pounds of drummed U₃O₈.

Early in FY 2026, the miner had been aiming to produce 2.45 million pounds of uranium a year on a longer-term basis. But amid weather issues and a lower quality of its feedstock at its flagship South Australian Honeymoon project, Boss initially scaled this back to $1.6 million pounds. 

In April, the ASX 300 uranium stock again revised that outlook to be between 1.40 million pounds and 1.45 million pounds.

The Boss Energy share price also looks to be getting a boost, with the miner reporting on the continuation of the ramp-up of its Honeymoon plant and wellfields. 

Boss said it is also accelerating technical studies supporting Honeymoon’s future growth.

Studies completed over the past few months have led the miner to bring forward the targeted release of its New Feasibility Study and updated life-of-mine plan. That’s now planned for release by the end of August, a month ahead of prior expectations. 

What did management say?

Commenting on the results boosting Boss Energy shares today, CEO Matt Dusci said, “Achieving our revised production guidance demonstrates the significant operational progress the Honeymoon team has made over the past year.”

Dusci added:

Importantly, the detailed design work completed alongside the operational ramp-up has materially increased our confidence in the wide-spaced wellfield design and the long-term development potential of Honeymoon and its satellite deposits.

Looking ahead, Dusci concluded:

The quality and maturity of the work completed means we can now target delivery of a feasibility study earlier than originally planned. This will be a robust life-of-mine plan that sets out the long-term value potential of the Honeymoon operation.

It will be underpinned by the wide-spaced wellfield design, which is intended to lower capital intensity and operating cost structure, and enable us to potentially bring in our large satellite resources into the mine plan in due course.

Boss Energy is scheduled to release its full Q4 FY 2026 operational update on 30 July.

The post Boss Energy shares surging 12% today on big uranium news appeared first on The Motley Fool Australia.

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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.

WiseTech Global Ltd (ASX: WTC) has become one of the most difficult ASX growth shares for investors to judge.

The share price has fallen heavily, sentiment is weak, and confidence may take time to rebuild.

But I think long-term investors should be paying close attention.

The valuation has changed

WiseTech shares are trading around $32.36. That compares with a 52-week range of $28.76 to $121.31.

In other words, the share price is still sitting much closer to its low than its high.

That does not necessarily make a stock cheap. But when a company still has strong long-term growth potential, a fall of this size can change the equation.

According to CommSec, consensus estimates suggest WiseTech could generate earnings per share of 93.8 cents in FY26, $1.47 in FY27, and $2.22 in FY28.

Based on the current share price, that puts the stock on a price-to-earnings ratio of around 34.5 times FY26 earnings, 22 times FY27 earnings, and 14.6 times FY28 earnings.

These multiples still require investors to believe in growth. But if WiseTech gets close to the FY28 forecast, the valuation looks very reasonable for a global software company with a large market opportunity.

Why the business still interests me

WiseTech is not selling software into a simple market. Global logistics is messy, fragmented, and full of moving parts. Freight forwarders and logistics operators deal with customs rules, shipping lines, airlines, warehouses, tariffs, documentation, compliance, tracking, and customer expectations across many countries.

That complexity is why software can become valuable. WiseTech’s CargoWise platform helps customers manage more of that work through a single system. When software becomes embedded in daily operations, it can become difficult to replace.

I think that is the key to the investment case. WiseTech is not just trying to win casual users. It is trying to become core infrastructure for companies that move goods around the world.

If global trade continues to become more digital, automated, and data-driven, WiseTech should have a long runway.

Why the recovery may take time

The market is clearly not giving WiseTech the benefit of the doubt right now.

Part of that is because high-growth shares can be punished heavily when confidence turns. Part of it may also be because investors want more evidence that earnings growth will keep coming through, especially given AI disruption concerns and controversies surrounding its founder. It is hard to know how those headlines could affect customer perception, but they add another layer of uncertainty for investors.

Because of this, a recovery in the share price may not happen quickly. WiseTech needs to keep delivering, integrating acquisitions well, improving its platform, and showing that growth can translate into stronger profits.

But I think the market may now be too focused on the near-term disappointment and not focused enough on the long-term opportunity.

Foolish takeaway

I think now is a good time to buy WiseTech shares for patient investors.

The stock is still down around 70% from its high, sentiment is weak, and the recovery may take time. But the business operates in a huge global market where better logistics software can create real value.

If WiseTech can deliver anything close to the earnings growth currently forecast, today’s valuation looks far too low to me.

This is not a low-risk buy. But for investors willing to look beyond current market negativity, I think WiseTech shares look very attractive.

The post Down 70%, is now the time to finally buy WiseTech shares? appeared first on The Motley Fool Australia.

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

BHP Group Ltd (ASX: BHP) remains one of the most widely followed shares on the ASX, and for good reason. 

It sits at the centre of global demand for commodities that underpin modern infrastructure, industrial activity, and the ongoing shift toward electrification.  

For investors thinking about putting $5,000 to work, I think BHP is still worth serious consideration.

A business tied to global demand

One of the reasons I continue to like BHP is its exposure to global demand. The company produces key commodities such as iron ore, copper, and metallurgical coal, all of which play important roles in construction, manufacturing, and energy systems across the world. 

What stands out to me is that BHP is not just a cyclical miner. It is increasingly positioned around commodities that may benefit from long-term structural demand shifts, particularly copper.

Copper demand is expected to grow over time due to electrification, renewable energy infrastructure, data centres, and broader industrial expansion. That gives parts of BHP’s portfolio a different growth profile compared to traditional bulk commodities. 

Near-term noise versus long-term direction

Mining shares are never straightforward in the short term. 

Prices move with global growth expectations, China’s economic cycle, interest rates, and supply disruptions. That means sentiment can shift quickly, even if the underlying long-term story remains intact.

I think that is important context for BHP. 

There will be periods where earnings and dividends move up and down with commodity pricing. That is simply the nature of the sector. 

But over longer periods, I think the quality of BHP’s assets, scale advantages, and cost position allow it to remain one of the strongest mining companies globally.

Capital returns and discipline

Another reason investors are drawn to BHP is its approach to capital returns.

The company has a track record of returning cash to shareholders through dividends, supported by strong cash flow generation during favourable commodity cycles. 

At the same time, it has generally maintained a disciplined approach to capital allocation, focusing on large, long-life assets rather than chasing speculative expansion. 

That discipline matters in a sector where poor capital decisions can destroy long-term value.

What I would be watching

If I were investing $5,000 into BHP, I would not expect a smooth ride.

The key variables remain commodity prices, particularly iron ore and copper, as well as global economic growth, especially from China and other major industrial economies. 

I would also keep an eye on how capital is deployed across existing operations and new growth projects, as this can significantly influence long-term returns. 

Foolish Takeaway

I think it can be smart to invest $5,000 into BHP shares for long-term investors who understand the cyclical nature of resources. 

The business is exposed to global commodity demand, with copper providing an increasingly important structural growth angle alongside traditional bulk commodities. 

While short-term volatility is inevitable, I think BHP’s scale, asset quality, and capital discipline make it one of the stronger ways to gain exposure to global industrial growth through the ASX. 

For patient investors, I think it remains a share worth buying. 

The post Is it smart to invest $5,000 into BHP shares? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.