Author: openjargon

ASX uranium share Cauldron Energy Ltd (ASX: CXU) is at it again.

And by ‘it’, I mean rocketing higher.

Cauldron Energy shares closed yesterday trading for 13 cents. In late morning trade on Wednesday, shares are changing hands for 14.5 cents apiece, up 11.5%.

For some context, the S&P/ASX Small Ordinaries Index (ASX: XSO) is up 0.6% at this same time.

With today’s intraday gains factored in, the junior ASX uranium share cements its place as a 10-bagger-plus. (That’s a stock that returns at least 10-times your original investment within a relatively modest time frame.)

Indeed, 12 months ago, you could have picked up Cauldron Energy shares for just 0.9 cents each. Meaning the stock has gained a jaw-dropping 1,511.1%.

Or enough to turn a $10,000 investment into $161,111.

In one year!

The miner has been benefiting from a series of exploration successes and strategic acquisitions, along with rising uranium prices.

Now, here’s what’s stoking ASX investor interest again today.

ASX uranium share jumps on drill results

The Cauldron Energy share price is rocketing following an update on the company’s Yanrey Uranium Project, located in Western Australia.

The ASX uranium share revealed that the results it just received for the first 14 drill holes of its 2026 drill campaign have returned high-grade uranium results at the Manyingee North Deposit, within Yanrey.

Manyingee North was earlier reported to host an existing Inferred Mineral Resource Estimate of 14.9 million tonnes containing 9.8 million pounds of uranium at an average grade of 297 ppm eU3O8 (equivalent uranium oxide).

Cauldron CEO Jonathan Fisher noted that the start of the company’s drill campaign was “slightly delayed due to weather and a little slow to ramp up due to some minor technical issues (now resolved), which led us being a little later than we initially expected in getting these first results out”.

Top results from one of the drill holes included:

• 30 metres at 258.3 ppm eU3O8 from 91.62 metres
• 70 metres at 243.0 ppm eU3O8 from 94.42 metres

What did Cauldron Energy management say?

Commenting on the successful 2026 drill program launch that’s boosting the ASX uranium share today, Fisher said:

The program is now humming and from a results perspective, it’s been a great start to the 2026 drill program with all holes drilled at Manyingee North returning mineralisation, extended the mineralisation north and south to around 4 kilometres of strike, with mineralisation remaining open in all directions.

Looking ahead, Fished added:

With the extraordinary global macro thematic and all the positive news recently around the Australia India uranium arrangements and what that might possibly mean for the need to lift state restrictions and build new mines to satisfy demand, it’s a great time to be out drilling and demonstrating the prolific nature and scale of the uranium project at Yanrey.

We will keep the rig spinning and look forward to reporting the next set of results!

The post Up 1,511% in a year, guess which ASX uranium share is storming higher again on Wednesday 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.

The S&P/ASX 200 Index (ASX: XJO) has had a choppy time over the past 12 months as global volatility, share market uncertainty, interest rate stress, and fickle investors saw shares across the index swing wildly.

At the time of writing, the ASX 200 Index is just over 0.5% higher year to date and around 1% higher than 12 months ago.

Around half of the shares on the index are now trading lower than they were 12 months ago. But, on the flip side, there are some standout performers that have roared higher over the past year.

4DMedical Ltd (ASX: 4DX) and Sunrise Energy Metals Ltd (ASX: SRL) shares have each risen by more than 1,000% over the past 12 months. 

Find out if they can keep climbing higher.

Are 4DMedical shares a buy, sell, or hold?

4DMedical shares have risen 1,215% over the past 12 months and are trading at $3.42 a piece at the time of writing. The ASX healthcare business is the strongest performer on the ASX 200 Index over the past 12 months.

The company saw its share price explode in 2025 after its flagship product, CT:VQ, received regulatory approvals. It was quickly implemented and adopted through various contracts and partnerships with major hospitals and medical providers, primarily across the US. 

The leap in development and fast adoption means 4DMedical moved very quickly from a research and development business to a globally commercial business.

The share price peaked at an all-time high of $6.80 a piece in April this year. This was when the company joined the ASX 200 Index. 

But the shares quickly shed around 50% after a broad sell-off of ASX 200 healthcare stocks drove many shares across the sector to low levels. It’s also likely that many investors rushed to take their gains off the table after an incredible run-up.

Since then, the shares have been relatively flat as investors try to work out whether the business has the potential to keep growing.

4D Medical is still in its growth phase and is working to expand its commercial footprint further. Approvals have been secured in Canada and New Zealand. The company is now actively progressing commercialisation plans in Europe and Australia.

It looks like analysts are divided about the outlook for the shares.

TradingView data shows three analysts are split between strong buy, hold, and strong sell ratings. A $4.97 target price implies a 45% upside at the time of writing. But some think the shares have the potential to jump 75% to $6 a piece over the next 12 months.

Are Sunrise Energy shares a buy, sell, or hold?

Sunrise Energy is not officially a member of the ASX 200. But the company currently ranks in 194th place across all ASX-listed companies (out of 2,336) based on its market capitalisation of $2.4 billion.

Sunrise Energy develops huge mining and mineral processing projects. Essentially, the company develops and manages the application of ion-exchange technology. This technology is used to extract valuable metals for the mining industry and to purify and recycle wastewater.

The Australian minerals company is also developing one of the world’s largest and highest-grade primary scandium and nickel-cobalt deposits. Its flagship operation is the Syerston Project in central-west NSW.

This exposure gives Sunrise Energy a unique position in an emerging market where demand is booming, but there aren’t many credible suppliers. 

Over the past 12 months, Sunrise Energy shares have climbed by over 1,050%. The shares are trading at $15.42 a piece at the time of writing. The increase has been relatively consistent over that period, too.

The share price spiked at $18.59 in late June and has cooled slightly since then, most likely due to investors taking gains off the table after the huge rally. 

The challenge for investors is that analyst coverage on the stock is limited. TradingView data shows that only one broker currently covers Sunrise Energy. However, that broker has a strong buy rating and a $20 target price on the shares. At the time of writing, that implies a potential 30% upside over the next 12 months.

The post Up over 1,000%: Can the best-performing stocks on the ASX 200 keep rising? appeared first on The Motley Fool Australia.

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• Up 1,636%, but can 4DMedical shares reclaim their record high?
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Motley Fool contributor Samantha Menzies 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.

Lynas Rare Earths Ltd (ASX: LYC) shares are taking a beating today.

Shares in the S&P/ASX 200 Index (ASX: XJO) rare earths miner closed yesterday trading for $15.96. In morning trade on Wednesday, shares are changing hands for $15.04 apiece, down 5.8%.

For some context, the ASX 200 is up 0.1% at this same time.

This follows the release of Lynas’ fourth-quarter update (Q4 FY 2024).

Investor expectations appear to be high after the strong run higher in Lynas shares over the past year. Despite today’s pullback, the share price remains up 48.6% in 12 months.

Here’s what’s happening.

Lynas shares tumble despite surging revenue

The ASX 200 rare earths stock is under selling pressure despite reporting some solid results.

For the three months to 30 June, Lynas recorded gross sales revenue of $288.9 million, up 69.7% year on year. That marks the miner’s highest quarterly revenue since Q4 FY 2022.

Sales receipts of $297.1 million were up 94.6%.

Revenue was boosted by a material increase in the average selling price across all the company’s rare earth products, which hit a record $98.2 per kilogram over the quarter. Management credited improved NdPr (Neodymium-Praseodymium) pricing, an increased mix of heavy rare earth sales, and increased premiums over the market index.

The quarter saw Lynas produce 3,481 tonnes of total rare earth oxide (REO), up 8% from the prior corresponding quarter. But Lynas shares could be facing some pressure with NdPr production of 1,857 tonnes, down 11% year on year.

Over the quarter, Lynas’ CAPEX, exploration, and development costs totalled $27.8 million.

Turning to the balance sheet, as at 30 June, Lynas held $1.21 billion in cash and short-term deposits, up more than 600% year on year.

What did management say?

Commenting on the results that have yet to lift the Lynas share price today, interim CEO Pol Le Roux said:

The June quarter 2026 saw the continued focus on the efficient operation of our A$1.5 billion investment in new capacity which was completed as part of the Lynas 2025 growth initiative. This includes the ramp up of the expanded Mt Weld processing plant and addressing bottlenecks at the Kalgoorlie Rare Earths Processing Facility.

Le Roux also pointed to the growth potential on offer from Lynas’ Samarium oxide operations.

He noted:

Following production of the first Samarium oxide in March 2026, we have received strong customer demand and the customer qualification process is underway. Samarium is used in high performance magnets for electronics and aerospace as well as optical, catalyst and medical applications. The first customer orders are expected to be fulfilled in the current quarter (Q1 FY27).

The post Why are Lynas shares getting hammered on Wednesday? appeared first on The Motley Fool Australia.

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• Lynas Rare Earths: June quarter earnings break records
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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 recommended Lynas Rare Earths Ltd. 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.

Working out how many Cochlear Ltd (ASX: COH) shares you need for $10,000 of passive income is simple maths, but the answer might catch you off guard.

Cochlear is the world’s leading maker of implantable hearing solutions, holding around 60% of the global cochlear implant market.

For years, the company was a dependable compounder that quietly rewarded patient shareholders.

The past 12 months, however, have tested even its most loyal investors.

The dividend maths for Cochlear shares

Cochlear pays two dividends to shareholders each year.

Lately, those payments have added up to an annual dividend of $4.30 per share.

The most recent interim dividend of $2.15 was franked at 85%, which adds a further tax benefit for many holders.

To generate $10,000 in annual passive income, including franking credits, the calculation is straightforward.

You simply divide $10,000 by the grossed-up dividend of about $5.87 (the $4.30 cash payout plus roughly $1.57 in franking credits).

That works out to roughly 1,705 Cochlear shares.

At current share prices of around $118, those shares would set you back close to $201,190.

That is a serious amount of capital for most everyday investors to commit, and it is also a reminder that Cochlear has never really been an income stock at heart.

At current prices, the shares offer a gross dividend yield of about 3.6%, although franking credits sweeten that headline return a little further at tax time.

Why have Cochlear shares fallen so far?

The dividend is only half the story here.

Cochlear shares have dropped heavily over the past year, one of the reasons why Cochlear’s dividend yield looks unusually generous now.

The stock currently trades far below its 52-week high of $319.56, largely due to a run of disappointing news from the company itself.

Recent earnings in focus

Cochlear reported its half-year results for the six months to 31 December 2025 back in February.

In these results, sales revenue came in at about $1.17 billion, broadly flat on the prior corresponding period. Statutory net profit fell a nasty 21% to $161.5 million, and underlying net profit slipped 9% to $195 million.

The weaker result was driven largely by the costly rollout of the new Nexa implant system, while competitive discounting from rivals chipped away at market share.

Management chose to hold the interim dividend steady rather than lift it, a call that speaks volumes about the year ahead.

Investors will get their next major update when Cochlear reports its full-year FY26 results on 18 August 2026.

Are Cochlear shares worth it for the income?

That is the real question for income-focused investors.

Cochlear is a high-quality business with a wide competitive moat, but its dividend yield is modest next to the ASX banks or Telstra Group Ltd (ASX: TLS).

An investor chasing pure income could reach $10,000 with far less capital elsewhere.

The appeal of Cochlear shares has always been growth, not yield, and anyone buying today is really paying for a long-term recovery story.

In other words, the dividend is a bonus, not the main event.

Foolish Takeaway

You would need roughly 1,705 Cochlear shares to earn $10,000 in annual passive income once franking credits are included.

At current prices, that means an outlay of close to $201,000.

For most investors, Cochlear shares make more sense as a growth holding than a pure income one.

On the growth front, Cochlear’s looming FY26 result will tell us whether the recovery is finally on track.

Until then, the passive income case remains an expensive one to make.

The post How many Cochlear shares do I need to buy for $10,000 of passive income? appeared first on The Motley Fool Australia.

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• I’d listen to Warren Buffett and buy cheap ASX shares
• Down 50%+: Are these ASX healthcare shares finally worth buying?
• Here’s why I’d buy and hold CSL and Cochlear shares for 10 years
• Cochlear shares have bounced 16%. Should you buy, hold, or sell now?
• 10 fantastic ASX shares to buy for FY27

Motley Fool contributor Mark Verhoeven 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 Cochlear. The Motley Fool Australia has recommended Cochlear. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Qantas Airways Ltd (ASX: QAN) shares haven’t exactly impressed investors over the past year.

At the time of writing, the airline’s shares are down around 8% over the past 12 months, lagging the S&P/ASX 200 Index (ASX: XJO), which has gained about 2%.

But one leading broker believes the next chapter could be much brighter.

Market underestimates Project Sunrise

Morgan Stanley (NYSE: MS) has retained its overweight rating on Qantas shares and lifted its price target to $12.50, up from $10.60. That implies more than 20% upside from current levels.

The broker believes investors are underestimating the long-term value of Project Sunrise. This is Qantas’ ambitious plan to launch non-stop flights from Australia’s east coast to London and New York from October 2027 using specially designed Airbus A350-1000ULR aircraft.

Management has previously guided to around $400 million in additional annual earnings once the new routes mature. However, Morgan Stanley believes that’s only part of the story.

More than just higher earnings

The broker argues Project Sunrise could fundamentally improve the quality of Qantas’ business. The new aircraft will have around 41% premium seats, compared with roughly 10% to 20% across much of Qantas’ existing international fleet.

That greater exposure to premium travellers could lift margins and make international earnings more resilient through economic cycles.

Combined with Qantas’ ongoing fleet renewal and broader network strategy, Morgan Stanley believes Qantas shares deserve a higher valuation multiple than the market currently assigns.

Earnings forecasts are climbing

While the broker made only minor changes to its FY26 forecasts, it increased FY27 earnings per Qantas share estimates by 5%, helped largely by lower expected fuel costs.

Further out, Morgan Stanley lifted its international EBIT forecasts by between 3% and 31% across FY28 to FY30 and now expects international EBIT to reach $1.23 billion by FY31.

That’s more than double the $596 million generated in FY25 and around 26% above broader market expectations.

Why the broker is confident

Morgan Stanley points to Qantas’ existing Perth-to-London service as evidence that passengers are willing to pay a premium for non-stop long-haul travel.

Since launching in 2018, the route has consistently achieved a revenue premium of more than 20% over one-stop alternatives while maintaining load factors close to 90%.

With Sydney’s premium travel market roughly three times larger than Perth’s, the broker believes Project Sunrise doesn’t need a dramatic shift in customer behaviour to succeed.

What could go wrong?

Qantas shares still carry risks, obviously.

Premium demand may fall short of expectations, rival airlines could introduce competing ultra-long-haul services sooner than anticipated, or aircraft delivery delays could push back the earnings benefits.

Fleet investment is also expected to weigh on free cash flow over the next few years before tapering off.

Foolish takeaway

Morgan Stanley believes Project Sunrise could transform Qantas into a stronger, more profitable airline rather than simply adding another route.

Investors in Qantas shares won’t have long to wait for another update, with the airline set to release its FY26 results on 27 August, when management is expected to provide further details on its fleet renewal and flagship expansion plans.

The post Why this top expert thinks Qantas shares can fly 20% higher appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther 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.

National Australia Bank Ltd (ASX: NAB) shares are sitting at a price that has me looking again.

The bank offers a solid dividend, a reasonable valuation, and an advantage that sets it apart from the rest of the big four.

Here is why I would buy NAB shares today.

The part of NAB I like most

NAB has a leading position in Australian business banking. That gives it access to customer relationships that can stretch well beyond a single loan.

A business may need transaction accounts, deposits, equipment finance, working capital, payment services, foreign exchange, and advice as it grows. The more of those needs NAB can handle, the deeper the relationship can become.

That is a more interesting growth opportunity to me than competing aggressively for every available mortgage.

Importantly, this focus has been successful. For the first half, NAB reported that its Business and Private Banking division grew lending balances by 4.6% during the six months to March 2026, while deposits increased by 5.9%.

The bank has also been investing in digital tools that allow customers to complete simple tasks more quickly, leaving bankers with more time to work through complex financial needs.

More than 80% of lending applications in the division were submitted digitally during the first half. I like that combination of better technology and relationship banking because it can improve efficiency without removing the personal support many business customers value.

Does the NAB share price valuation stack up?

NAB shares are trading around $39.30.

Based on CommSec consensus estimates, the bank is expected to generate earnings per share of $2.43 in FY26 and $2.53 in FY27.

That places the shares on price-to-earnings ratios of approximately 16.2 times FY26 earnings and 15.5 times FY27 earnings.

I would call that reasonable rather than exceptionally cheap.

The dividend strengthens the case. Forecast dividends per share of $1.70 in FY26 and $1.72 in FY27 imply dividend yields of around 4.3% and 4.4%, respectively.

For investors eligible to benefit from franking credits, the after-tax income could be even more attractive.

A simpler bank could be a better bank

NAB is also trying to reduce the complexity that has accumulated across its operations.

It had 27% fewer products in the first half than it did in FY22 and had decommissioned approximately 500 legacy applications since October 2023.

Removing old systems and overlapping products can help the bank serve customers faster, lower operating costs, and introduce new technology more easily.

The benefits may arrive gradually, but banking rewards small improvements made across millions of customer interactions. A smoother account opening process or faster lending decision can make a meaningful difference when repeated at scale.

Foolish takeaway

The major banks are often grouped together, but I think NAB’s business banking position gives it a distinct route to growth.

Its customers can require a wide range of financial services as their businesses develop, creating opportunities for deeper relationships and greater revenue over time.

At $39.30, investors are receiving a forecast yield above 4% while paying a valuation that I find reasonable for the quality of the franchise.

NAB still needs to manage credit quality, competition, and its technology overhaul carefully. Even so, I think the balance between income, valuation, and long-term opportunity makes the shares a buy.

The post Why NAB’s business banking edge makes it a buy at $39.30 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 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.

The Meeka Metals Ltd (ASX: MEK) share price is in focus after the company reported June 2026 quarter gold production of 6,424 ounces, a slight improvement on the previous quarter but below expectations. Mine operating cash flow came in at $6.4 million, while cash at quarter end stood at $38 million.

What did Meeka Metals report?

• Gold production for the June quarter was 6,424oz (March quarter: 6,083oz)
• Gold sales for the quarter totalled 6,242oz at an average price of $6,213/oz
• Full-year FY26 gold production reached 56,400oz
• Mine operating cash flow was $6.4m; net mine cash outflow of $11.1m after $17.5m in growth capital
• Closing ore stockpiles increased to 25,414oz (806kt @ 1.0g/t Au)
• Cash balance decreased to $38m as at 30 June 2026

What else do investors need to know?

The quarter saw the first contribution of higher-grade underground stope ore to the mill blend, with underground ore expected to make up 40% of the blend in the September quarter. Open pit mining continued to be affected by lower-than-expected contractor productivity, delaying access to high-grade open pit ore.

As a result, Meeka Metals plans to end open pit mining in July 2026, preserving a significant in-ground open pit resource. The company invested $17.5 million in non-recurring growth projects this quarter, including underground development at Andy Well, equipment, and expansion of site infrastructure.

What did Meeka Metals management say?

Managing Director Tim Davidson said:

It was another frustrating quarter from a production perspective and while the result fell short of expectations, the drivers are well understood and the corrective path is clear. Production is expected to improve in the September 2026 quarter as the operation transitions away from its reliance on open pit ore. Higher-grade underground production is ramping up and will make up an increasing proportion of the mill blend, lifting both head grade and recovered ounces. Cash is expected to grow through the September 2026 quarter on the back of this stronger gold production, as the higher-margin underground material flows through to the bottom line. Development of our second underground mine at Turnberry, commencing in September 2026 will further increase the availability of higher-grade underground ore for the processing plant.

What’s next for Meeka Metals?

Meeka expects gold production and operating cash flow to increase in the September quarter, driven by a greater proportion of higher-margin underground ore in the mill feed. The company is set to begin portal development on the second underground mine at Turnberry in September 2026, further boosting access to higher-grade ore.

With the conclusion of open pit mining, management aims to reduce costs and focus on underground operations, positioning Meeka to benefit from improved grades and production stability.

Meeka Metals share price snapshot

Over the past 12 months, Meeka Metals shares have declined 34%, trailing the All Ordinaries Index (ASX: XAO), which is flat over the same period.

View Original Announcement

The post Meeka Metals June 2026 quarter: Production edges up, strong outlook with underground focus appeared first on The Motley Fool Australia.

More reading

• How many Cochlear shares do I need to buy for $10,000 of passive income?
• Why this top expert thinks Qantas shares can fly 20% higher
• Why NAB’s business banking edge makes it a buy at $39.30
• How much do I need in superannuation to receive $5000 per month in passive income?
• These ASX 200 stocks are tipped to rise up to 71% – Expert

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.

Having a target when you’re putting away money for superannuation is a great way to stay on track and have some peace of mind about what you can expect from your super when you retire.

Nothing is certain in the world of investing, but what is certain is that if you just leave it up to fate, you’re more likely to have a surprise on the downside.

Time to do the sums on your superannuation

So, how much money do you actually need? As much as possible is the obvious answer; however, most of us have to strike a balance between what we can put away for the future and what we need to fund our current lifestyle.

A good yardstick for how much is needed is the figure published by the Association of Superannuation Funds of Australia (ASFA), which says that, for a comfortable retirement, singles need $55,923 per year and couples need $78,566 per year.

These figures assume the retiree owns their own home and is therefore not paying rent or a mortgage.

Looking at these figures, a $5000 per month superannuation income stream places a single retiree squarely in the comfortable zone, with a little buffer to play with.

To hit the $5000 per month target in terms of investment returns, assuming no drawdown of capital, a retiree would need $857,142 in their super if they could achieve a dividend return of 7% per year, which I’d argue is doable.

If that return were to drop to 5%, the amount needed in super would rise to $1.2 million, while it would drop to $600,000 if a 10% return could be achieved.

So, how realistic is a 7% return?

First, you have to take into account that retirees get the benefit of franking credits, meaning they are reimbursed for the tax paid by companies they own shares in.

For example, Fortescue Ltd (ASX: FMG) is paying a trailing dividend of 6.46%. But when the franking credit is added back in, this rises to 9.23%.

While high dividends cannot be assured over the longer term, it is possible to focus on companies or funds that specifically aim to return dividends rather than grow capital.

One such is WAM Active Ltd (ASX: WAA), which recently announced a special dividend on top of its final dividend.

The fund said in a statement to the ASX that this would bring its fully-franked dividend yield to 8.6% and its grossed-up dividend yield to 12.3%.

There is also the S&P/ASX 200 Covered Call Complex ETF (ASX: AYLD), which uses a more complex strategy to deliver high yields, paying 9.64% over the past 12 months, albeit only franked at 15.3%.

Infrastructure companies, which tend to plan for the long term, can also be consistent dividend payers, with gas pipeline company APA Group (ASX: APA) paying 5.63% and Dalrymple Bay Infrastructure Ltd (ASX: DBI) paying 4.56%.

The post How much do I need in superannuation to receive $5000 per month in passive income? appeared first on The Motley Fool Australia.

More reading

• How I would turn $200,000 into an ASX retirement income portfolio
• How much do I need in my superannuation to earn $7k per month in passive income?
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• How to make $50,000 of passive income from ASX shares like CBA
• How I would build an ASX portfolio with just 3 investments

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 positions in and has recommended Apa Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

After falling significantly over the last 12 months, there could be a rebound coming for S&P/ASX 200 Index (ASX: XJO) stocks Light & Wonder Inc (ASX: LNW) and HUB24 Ltd (ASX: HUB). 

Both have fallen by more than 20% over the last year; however, new analysis from Bell Potter suggests they could offer value right now. 

Here’s what the broker had to say. 

Light & Wonder a monster discount

Light & Wonder develops technology-based products and services, along with associated content.

In yesterday’s report, the team at Bell Potter highlighted that conditions may be favourable for the company over the next 12 months. 

The American Gaming Association reported an overall improvement in conditions for gaming operators and suppliers. Notably, 63% of the surveyed gaming executives expected growth in capital investment over the next 6-12 months, a substantial increase on prior surveys. Further, a net positive of 60% and 20% of Suppliers expected growth in replacement and expansion sales, respectively. Overall, these results leave us less concerned with operator capex spend in CY26.

The broker believes the ASX 200 stock offers compelling value at 9 times EV/EBIT(A), given its growth metrics.

Hub24 a compelling option 

Hub24 is a diversified financial services business. The company’s core platform segment develops and provides an administrative services platform to financial advisers, stockbrokers, accountants, and their clients.

Bell Potter provided fresh guidance on the company after it released quarterly results yesterday. 

As reported by The Motley Fool team, the company announced record net inflows of $18.9 billion in FY26, up 20% on the prior comparable period (pcp), and total funds under administration (FUA) hitting $164.3 billion, up 20% on pcp.

Overall, Bell Potter said HUB24 delivered a solid quarter, even though growth slowed a little.

The underlying business remains healthy, superannuation growth is improving, and Bell Potter still sees HUB24 as being on track for solid long-term growth.

Class is improving, with superannuation net inflows growing as a share, and boosting the result. The addition of retirement income streams (TAL) should support this trend and the result leaves FY27 target parts intact.

How much upside is there for these ASX 200 stocks?

In yesterday’s reports, the team at Bell Potter retained its buy recommendations for both ASX 200 stocks. 

The broker has a price target of $110 for Hub24 shares. 

This indicates an upside potential of just over 35% for the ASX 200 stock. 

Meanwhile, it has a price target of $190 on Light & Wonder shares. 

This indicates an upside of nearly 72% for the gaming company. 

The post These ASX 200 stocks are tipped to rise up to 71% – Expert appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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 Hub24 and Light & Wonder Inc. The Motley Fool Australia has recommended Hub24 and Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Brazilian Rare Earths Ltd (ASX: BRE) share price is in focus after announcing Alurion Resources’ IPO successfully raised $50 million, exceeding maximum subscription, with Brazilian Rare Earths retaining a 16% stake in the newly listed company.

What did Brazilian Rare Earths report?

• Alurion Resources IPO raised the maximum A$50 million, issuing 47,619,048 new shares at A$1.05 each
• Alurion’s implied equity value post-IPO is A$256 million
• Brazilian Rare Earths retains a strategic holding of 39 million Alurion shares, or roughly 16%, valued at A$41 million
• Alurion directors and management subscribed for over A$4.5 million worth of shares
• Admission to the ASX is expected on 30 July 2026, trading from 3 August 2026 under code ‘ALU’

What else do investors need to know?

Alurion’s strong IPO demand included priority access for eligible Brazilian Rare Earths shareholders, and capped the offer at its maximum subscription. This financial boost allows Alurion to pursue an expanded two-year development program at the Amargosa Bauxite-Gallium Project, funding activities like land procurement, environmental work, and exploration.

Following shareholder approval for the Demerger, Brazilian Rare Earths can now narrow its focus to advancing its core rare earth and critical minerals assets. The upcoming Monte Alto Scoping Study in August 2026 is cited as Brazilian Rare Earths’ next key milestone.

What did Brazilian Rare Earths management say?

Managing Director and CEO Bernardo da Veiga said:

Investor demand exceeding the A$50 million maximum, following 99.94% shareholder approval, highlights the strong market and shareholder support for the Alurion Resources demerger… For BRE, this successful outcome sharpens our own focus. We can now direct our full attention and capital toward advancing our important rare earth and critical mineral province, with the Monte Alto Scoping Study due in August 2026 standing as our next major catalyst.

What’s next for Brazilian Rare Earths?

With the Alurion IPO completed, Brazilian Rare Earths plans to concentrate on advancing its flagship Monte Alto project and the broader Brazilian rare earths province. The company now enjoys a stronger financial position and a strategic holding in Alurion, keeping exposure to the bauxite-gallium sector without funding dilution.

Investors can expect further operational updates from Brazilian Rare Earths as it progresses its project pipeline, with upcoming news anticipated from the Monte Alto Scoping Study.

Brazilian Rare Earths share price snapshot

Over the past 12 months, Brazilian Rare Earths shares have risen 38%, outperforming the All Ordinaries Index (ASX: XAO), which is flat over the same period.

View Original Announcement

The post Brazilian Rare Earths share price rises as Alurion IPO raises $50 million 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 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.