Brazilian Rare Earths Ltd (ASX: BRE) was one of the companies that attracted a lot of attention last year when there was a bit of a minor frenzy about diversifying rare earths supply away from China.

The company’s share price has appreciated by more than 90% over the past 12 months as it has worked away at bringing its Brazilian project closer to production, and the analysts at Canaccord Genuity believe the shares have a way to run yet.

I’ll let you in on what their share price target on the company is shortly, but first, let’s look at what the company has announced recently.

High-grade drilling results reported

Brazilian Rare Earths has just announced the results from 10,000m of drilling at its Monte Alto deposit, describing the results as “ultra-high grade”.

The results included 25.6m at a grade of 17.4% total rare earth oxides (TREO) in the southern part of the deposit, while there was a 9.4m intercept at 21.8% TREO in the eastern part of the deposit.

The company added:

The new drilling has expanded Monte Alto’s mineralised envelope and remains open to the north, south and east, with new down-dip potential. Northern strike-extension confirmed. BRE is advancing the planned +5,000 m drilling campaign across the northern, southern and eastern growth fronts to continue expanding the mineralised envelope.

The company said the new drilling would be incorporated into an updated mineral resource estimate to be published by the end of 2026.

Brazilian Rare Earths Managing Director Bernardo da Veiga said:

Monte Alto continues to deliver the two outcomes that matter most for future resource growth: exceptional high grade mineralisation beyond the margins of the existing model and stronger geological continuity within the deposit. The compelling step-out drill results delivered repeatable high grades across several growth fronts, and the infill program has returned both ultra-high-grade assays and broad mineralised envelopes. The strategic significance is clear. The current Monte Alto production case is based only on drilling available to 22 February 2026. Since then, our team has successfully expanded the interpreted mineralised envelope volume to the south and east/down dip, while continuing to deliver ultra-high grades and advancing the open northern corridor. The additional scale immediately strengthens the Project’s value proposition and, subject to conversion into Mineral Resources, could create substantial value through mine-life extension or increased annual production.

Shares looking cheap

Canaccord Genuity said the drilling results provided strong support for further resource growth at Monte Alto.

They added:

This has positive implications for project development plans through mine life extensions/increased production rates.

The broker has a price target on Brazilian Rare Earths shares of $8.70 compared to $4.14 at the time of writing.

The company is valued at $1.18 billion.

The post Looking for a 100% gain? One broker has a miner to watch appeared first on The Motley Fool Australia.

More reading

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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.

Planning well ahead of time is a great strategy for superannuation, and having a goal to work towards can make it even more rewarding.

Aiming for a $2,500 per week passive income stream from your superannuation savings would give a comfortable retirement – at least as measured by the Association of Superannuation Funds of Australia, which estimates singles will need $55,923 per year to fund a comfortable retirement.

The amount you deem a comfortable retirement will depend on the sort of lifestyle you are after, but the ASFA standard, which assumes you own your own home, envisages the ability to pay for top-level health cover, to own and maintain a reasonable car, and to travel occasionally.

Superannuation by the numbers

So how much superannuation would you need to generate $2,500 per week, or $130,000 per year, in passive income?

For simplicity’s sake, I will assume that a retiree is living off of dividends and not drawing down any capital.

If this were the case, if it was possible to earn a 10% dividend yield – a lofty ambition – you would need $1.3 million in superannuation.

If you were earning 5%, that figure would double to $2.6 million.

I’d argue that, taking into account franking credits, a return of about 7.5% is a realistic proposition.

In this case, you’d need a superannuation balance of $1.73 million.

Stocks in focus

So, what sort of companies might pay dividends that would help hit the $2,500-per-week target?

Personally, I’m a fan of the funds in the Wilson Asset Management stable, including WAM Strategic Value Ltd (ASX: WAR), which pays a fully franked dividend yield of 5.6%, and WAM Active Ltd (ASX: WAA), which pays 6.98%.

Dividend-focused ETFs can be a good choice also, with Betashares Australian Dividend Harvester (ASX: HVST) paying 5.48% and the Global X S&P/ASX200 High Dividend ETF (ASX: ZYAU) paying 4.25%.

Universal Store Holdings Ltd (ASX: UNI) has also traditionally paid high dividends with a current yield of 4.97%, while among the miners Fortescue Ltd (ASX: FMG) is paying 6.09%.

And among the banks, Westpac Banking Corp (ASX: WBC) is paying 4.52% fully franked, while Bank of Queensland Ltd (ASX: BOQ) is paying 6.25% also fully franked.

How to boost your superannuation balance

If you’re a bit low on your superannuation at the moment, consider either salary sacrificing into your super, or making a concessional contribution.

This year, the concessional contributions cap has increased to $32,500, meaning you can contribute up to this amount and pay only 15% tax. However, keep in mind that the $32,500 level includes any contributions made by your employer and any salary sacrifice amounts.

The post How much is needed in superannuation for $2,500 in weekly passive income? appeared first on The Motley Fool Australia.

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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 recommended Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The NEXTDC Ltd (ASX: NXT) share price will be on watch on Friday after the company reported FY26 net revenue of $405 million, up 16%, and statutory NPAT swinging to a $82.1 million profit.

What did NEXTDC report?

• Total revenue rose 16% to $496.5 million
• Net revenue grew 16% to $405.0 million (above guidance)
• Underlying EBITDA lifted 15% to $248.8 million (above guidance)
• Statutory NPAT turned positive at $82.1 million, up from a $60.5 million loss
• Contracted utilisation surged 202% to 740.1MW
• Record capital expenditure of $3,397 million
• Pro forma liquidity increased 58% to $8.7 billion

What else do investors need to know?

NEXTDC delivered record contracted utilisation and Forward Order Book, with 565.1MW at year end — over three times billing utilisation. Development ran ahead of schedule, with 80MW of new capacity added in FY26 and progress continuing at key sites in Sydney, Melbourne, and Kuala Lumpur.

The company’s $3.4 billion capex for the year was $397 million above the top end of its guidance, reflecting land acquisitions and accelerated construction to meet customer delivery dates. Pro forma liquidity is now $8.7 billion after $9.75 billion in new capital was raised since August 2025, positioning NEXTDC to execute its extensive development pipeline.

NEXTDC’s data centre portfolio and Forward Order Book are unaffected by proposed state and national reforms in energy regulation. The company remains actively engaged in industry discussions and is well capitalised to manage any regulatory changes.

What did NEXTDC management say?

NEXTDC’s CEO, Craig Scroggie, commented:

FY26 was the largest contracting year in NEXTDC’s history. Contracted utilisation tripled to 740.1MW on a pro forma basis, and we exceeded guidance on both net revenue and Underlying EBITDA. Our Forward Order Book of 565MW is now more than 3.2 times our billing utilisation, and our focus is on delivering that capacity and converting it into revenue and cash inflow.

Since August 2025 we have also raised A$9.75 billion8 of new capital, taking pro forma liquidity from A$5.5 billion to A$8.7 billion and providing significant capital to deliver the contracted capacity and grow our development pipeline.

What’s next for NEXTDC?

For FY27, NEXTDC has guided for net revenue between $615 million and $640 million and underlying EBITDA of $385 million to $410 million, representing expected growth of over 50%. Capital expenditure is forecast at a record $5.25 to $5.75 billion, supporting the build-out of 197MW of contracted capacity converting to billing within the year.

Billing is expected to ramp up significantly, with a further 221MW scheduled to convert in FY28. NEXTDC’s national footprint, rapidly growing customer pipeline, and significant liquidity underpin its confidence in continued expansion across metro, edge, and international markets.

NEXTDC share price snapshot

The NextDC share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of almost 2%.

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The post NEXTDC share price in focus after record FY26 earnings and strong outlook appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Nextdc. 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.