The Transurban Group (ASX: TCL) share price is in focus today after the company announced a comprehensive overhaul to its NSW toll enforcement process, including switching off toll notice administration fees and moving to digital notifications for unpaid tolls.

What did Transurban Group report?

• Agreement with NSW Government to digitise unpaid toll reminders via email and SMS
• Phased switch-off of paper toll notices and elimination of related administration fees from July 2026*
• Enhanced support for motorists experiencing financial hardship
• Changes tied to broader Toll Reform outcomes between concessionaires and the NSW Government
• Ongoing protection of Transurban and partner investment in Sydney’s $36 billion road network

What else do investors need to know?

Transurban, alongside its investment partners, worked closely with the NSW Government to revamp the state’s toll notice process, aiming for earlier and more direct engagement with motorists. The reforms promise not only operational efficiency—like reduced paper usage—but also improvements to the customer experience, with timely digital alerts and clearer pathways for those in financial difficulty.

The reforms’ implementation will depend on the finalisation of administrative arrangements with Transport for NSW and the conclusion of broader toll reform discussions. If all goes to plan, the digital system is expected to roll out in July 2026.

What did Transurban Group management say?

CEO Michelle Jablko said:

Digitising toll notices will result in a better customer experience and reduced operating costs. These changes are consistent with the Government’s commitment to respecting the value of existing contracts and the revenue of concessionaires and are contingent on broader toll reform outcomes.

What’s next for Transurban Group?

With the new digital enforcement process nearing implementation, Transurban is positioning itself for smoother and more efficient toll collection in NSW. Investors can expect to hear more as the company and government finalise system upgrades and the broader Toll Reform package.

For now, the transition marks the final stages towards a significant shake-up in how Sydney’s toll roads are managed. Transurban says these changes should benefit motorists, the NSW Government, and shareholders by protecting core investments and supporting simpler road use.

Transurban Group share price snapshot

Over the past 12 months, Transurban Group shares have risen 5%, slightly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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The post Transurban Group overhauls NSW toll enforcement, ditches paper notices appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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 Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. 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.

ASX healthcare shares have tested investors’ patience in recent years.

Some former market favourites have fallen out of favour as growth expectations, margins, valuations, and sentiment have all been reassessed.

But healthcare is still one of the most attractive long-term sectors on the market.

Demand is supported by ageing populations, chronic disease, medical innovation, and the simple reality that people do not stop needing treatment when the economy slows.

Two ASX healthcare shares that could be worth buying with a long-term view are in this article.

CSL Ltd (ASX: CSL)

The first ASX healthcare share to look at is biotech giant CSL.

It has been through a difficult period, with investors becoming far more cautious on its earnings outlook and growth profile.

But it could be worth sticking with the company. CSL is a global leader in plasma therapies, with products used across areas such as immunology and haematology. It also has exposure to vaccines and iron deficiency through other parts of the group.

This gives the company a broad healthcare platform, rather than a single product or single treatment market.

The plasma business is particularly important. It requires collection centres, manufacturing expertise, regulatory approvals, scale, and deep relationships across healthcare systems. These are not easy advantages for competitors to replicate quickly.

That does not mean CSL will rebound immediately. Management still needs to restore confidence, improve execution, and prove that its earnings base can grow again. But for patient investors, this is where the opportunity may sit.

If CSL can stabilise its performance and return to sustainable earnings growth, the current period of weakness could eventually look like a major reset in a high-quality healthcare business.

ResMed Inc (ASX: RMD)

Another ASX healthcare share that could be a great long-term buy is ResMed.

It is a global leader in sleep apnoea treatment and connected respiratory care.

ResMed’s products help patients breathe better and manage sleep-related breathing disorders. This includes devices, masks, accessories, software, and digital tools that support ongoing treatment.

The long-term opportunity is significant. Sleep apnoea is significantly underdiagnosed in many markets, but awareness of sleep health continues to grow. As more people are tested and treated, demand for ResMed’s devices and consumables could continue expanding.

So, with its shares down heavily from their highs, now could be an opportune time to invest with a long term view.

Why patience is important

CSL and ResMed are very different companies, but they share some important qualities.

Both operate in global healthcare markets, both have built strong positions over many years, both provide products that address real medical needs, and both have the potential to benefit from long-term demand rather than short-term consumer trends.

The challenge is that healthcare investing often requires patience.

Earnings growth can be uneven, sentiment can change quickly, and operational setbacks can take time to fix. Investors who buy these shares need to be willing to look beyond the next result and focus on the quality of the businesses over a longer horizon.

For patient investors, that could make CSL and ResMed shares very interesting opportunities right now.

They may take time to recover, but their global market positions, healthcare exposure, and long-term demand drivers could make them great ASX shares to buy and hold for the years ahead.

The post Should I buy CSL and ResMed shares right now? appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL and ResMed. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Iluka Resources Ltd (ASX: ILU) share price is in focus after the company secured its first binding, multi-year offtake agreement for magnet rare earth oxides, promising minimum revenue of US$155 million over four years.

What did Iluka Resources report?

• Signed a binding, multi-year offtake agreement with a global automotive company
• Agreement covers supply of around 1,200 tonnes of magnet rare earth oxides (Nd, Pr, Dy, Tb) over four years
• Commences in 2028, in line with Eneabba refinery commissioning and ramp up
• Minimum revenue of US$155 million under the take-or-pay terms; potential for US$172 million if industry prices hold
• Volumes represent about 10% of Iluka’s planned rare earths output for the period

What else do investors need to know?

Iluka’s agreement sets pricing at the higher of minimum or market-linked prices for each product, boosting revenue security while keeping upside if prices rise. The contract signals early commercial confidence in Eneabba, which is now over 50% complete and scheduled for commissioning in 2027.

The deal covers both light and heavy magnet rare earth oxides and is with a ‘globally recognised automotive company’—though the customer’s name remains confidential. The company notes that talks with other potential buyers are ongoing, which could further underpin future sales.

What did Iluka Resources management say?

Managing Director Tom O’Leary said:

Iluka’s offtake agreement marks a particularly important milestone in the development of our rare earths business. Our first rare earths customer is a globally recognised automotive company and I am delighted that Iluka has been entrusted to deliver refined critical minerals as part of its supply chain. We look forward to a collaborative and successful partnership.

Beyond being Iluka’s first, the agreement is significant in that it encompasses the full suite of light and heavy magnet rare earth oxides and contains minimum prices agreed between commercial parties that are independent of those backed by governments.

One year out from commissioning, Iluka’s rare earth oxides have been procured by an end-use customer in a likeminded nation. This demonstrates increasing recognition of Iluka’s position as a credible, vertically integrated supplier, with diverse feedstock sources spanning internal operations and third-parties. Discussions with other prospective customers are ongoing.

What’s next for Iluka Resources?

With this offtake agreement in place, Iluka’s rare earths business edges closer to first production from the Eneabba refinery in 2027 and initial deliveries from 2028. Management continues to engage with more potential customers and aims to further diversify its rare earths sales.

The company is also progressing plans to ramp up production using additional feedstocks in future years, which would grow the Eneabba refinery’s capacity beyond current plans, strengthening its competitive position in critical minerals supply.

Iluka Resources share price snapshot

Over the past 12 months, Iluka Resources shares have risen 138%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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The post Iluka Resources signs multi-year rare earths supply deal appeared first on The Motley Fool Australia.

More reading

• Reliance Worldwide closes Australian brass sites
• Stockland announces FY26 distribution and DRP update
• Transurban Group overhauls NSW toll enforcement, ditches paper notices
• Up 1,700% and more, what’s next for these ASX 200 shares?
• 5 things to watch on the ASX 200 on Tuesday

Motley Fool contributor Laura Stewart 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. 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.