Author: openjargon

There are certain ASX shares that could be excellent investments for the decade ahead, so why not benefit from the power of compounding?

I think that the businesses which can grow the most over the next 10 years could be the best investments today, even if they don’t seem cheap.

I believe the following two investments could be excellent buys today.

L1 Group Ltd (ASX: L1G)

L1 Group is a fund manager that offers clients exposure to a number of pleasing investment strategies including its long short strategy, a global long short strategy, a gold strategy and a few others.

There are a few important drivers of a fund management business, including solid fund performance and long-term growth of funds under management (FUM), since that’s what generates the revenue.

In FY26, the company reported FUM growth of around 17% to $19.1 billion. Revenue rose 49% while expenses declined around 15%, leading to strong positive operating leverage. Underlying net profit grew 97% to $188.8 million.

Following its merger/takeover of Platinum, it has achieved cost synergies of $31.7 million, with the cost target increased from $35 million to $43 million.

There are a number of other growth avenues for the business, including two extension strategies, a new PXC Advisors joint venture, offshore distribution build-out in North America, Europe, the Middle East and Africa. L1 has also confirmed an Australian small caps strategy.

Overall, the outlook for the ASX share seems very positive for the business in the long-term and I think the differentiated strategies with great performance is a promising future.

VanEck MSCI International Quality ETF (ASX: QUAL)

Another investment that I’m bullish about for the long-term is this exchange-traded fund (ETF) which aims to buy high-quality global shares.

There are three factors that a business must rank highly on to be potentially included in this ETF’s holdings.

First, companies must have a high return on equity (ROE). That means the business makes a lot of profit for how much shareholder money is still retained within the business. Plus, it could be a good indicator of how much profit the business could make on additional retained earnings in the future.

Second, businesses must have earnings stability. That should mean there is less chance of their earnings going down, which could suggest stronger performance during economically weak times. If earnings are regularly going up, that’s a good sign for capital growth.

Third, the QUAL ETF holdings must have low debt levels, which is a pleasing sign of the company’s balance sheet strength.

When you put those elements together, it’s not surprising that the QUAL ETF has returned an average of 15% per year over the last decade. I think it could be a very solid performer over the next decade as well.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in L1 Group and VanEck Msci International Quality ETF. 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 Kina Securities Ltd (ASX: KSL) share price made moves today after the company posted a 4% lift in net profit after tax (NPAT) for the first half of 2026, along with a 13% increase in its interim dividend in PGK terms.

What did Kina Securities report?

• Statutory NPAT rose 4% year on year to PGK59.7 million
• Revenue increased 2% to PGK254.8 million
• Net interest income grew 5% to PGK119.3 million
• Interim dividend up 13% in PGK at 14.2 toea (AUD 4.5 cents, stable year on year)
• Capital adequacy ratio strengthened to 26.0% (+870 bps), boosted by PNG’s first listed corporate bond
• Operating costs rose 7% to PGK159.6 million
• Non-interest income represented 53% of total revenue, declining slightly by 2%

What else do investors need to know?

Kina Securities made history this half by issuing PNG’s first listed corporate bond, raising PGK235 million. This has significantly fortified its capital position and supports the group’s long-term growth ambitions as outlined in its 2030 Strategy.

The group continued to invest in its digital capabilities, launching the Pei Beta digital wallet for retail customers and a new Corporate Online Banking platform for businesses. While loan book growth was deliberately slowed as part of balance sheet optimisation, management remains confident in a robust lending pipeline for the second half.

Macroeconomic headwinds such as a weaker kina and lower government yields put pressure on costs and margins. In addition, revenue in payment acquiring was temporarily affected by interoperability issues between a major PNG bank and new debit cards. Industry-wide fixes are expected to restore balance by the end of the year.

What did Kina Securities management say?

CEO Ivan Vidovich commented:

Our first half 2026 results reflect a resilient performance despite the anticipated macroeconomic headwinds. Earnings were also affected by the debit card interoperability matter involving a major PNG bank, which altered the competitive landscape in payments acquiring channels, reduced customer choice and constrained transaction-related revenue growth. The issuance of KSL’s PGK235 million Tier 2 Bond, the first listed corporate bond in PNG, materially strengthened our capital position and balance sheet capacity and represents an important early milestone in the delivery of the 2030 strategy… We entered the second half with positive momentum, and expect earnings to increase during the remainder of 2026.

What’s next for Kina Securities?

The company is focused on driving organic growth in the second half of the year, aiming to accelerate loan growth while carefully managing external challenges. Improved foreign exchange activity and a strengthened balance sheet are expected to underpin earnings for the rest of 2026.

Kina Securities also plans ongoing investment in technology and capabilities under its 2030 Strategy, maintaining a disciplined approach to risk and capital management for long-term shareholder value.

Kina Securities share price snapshot

Over the past 12 months, Kina Securities shares have declined 8%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Kina Securities lifts profit and dividend in half-year 2026 earnings 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.

Some of the best places to find passive income in Australia are ASX dividend shares, in my view.

What’s better than a combination of a good dividend yield and potential capital gains?

Of course, neither dividends nor capital growth is guaranteed. That’s why I prefer to look at undervalued stocks with a good outlook for payout growth in the coming years.

Let’s look at two ASX dividend shares that have a dividend yield of at least 6%.

Dexus Industria REIT (ASX: DXI)

The first business I want to highlight is the real estate investment trust (REIT) Dexus Industria REIT. It owns a portfolio of industrial properties across Australian cities, predominantly in key metropolitan locations.

Industrial properties are a compelling place to invest because the rental income is benefiting from multiple tailwinds.

For example, there is long-term growth of e-commerce usage, which requires warehouses. Data centre demand is another driver of rental value of industrial land. Demand for refrigerated space is also growing for both food and medicine. And so on.  

In FY26, the ASX dividend share reported strong like-for-like portfolio income growth of 5.3%, supported by rental escalations, strong releasing spreads (new rental contracts earning more than the old one), and high occupancy of 98.8%.

Despite high interest rates, Dexus Industria REIT expects to maintain its FY27 distribution at 16.6 cents per security. That translates into a forward distribution yield of 7%.

Universal Store Holdings Ltd (ASX: UNI)

The Universal Store company has multiple businesses under its umbrella – Universal Store, Perfect Stranger, and CTC (with the THRILLS and Worship brands). It sells youth casual fashion apparel.

Its FY26 result impressed, given the difficult operating environment, with 12.9% sales growth to $376.1 million and 16.3% underlying net profit growth to $40.5 million. This allowed the business to hike its annual dividend per share by 11.7% to 43 cents.

The ASX dividend share is delivering sales growth from both an expanding store network and impressive like-for-like (LFL) growth at its existing stores. The Universal store business generated 8.1% LFL growth, and Perfect Stranger achieved 13% LFL growth.

In the first seven weeks of FY27, the company saw direct-to-consumer sales rise by another 9.1% year over year. Management intends to open another 16 to 20 stores across the business in FY27, which can help grow its sales and margins further.

Based on the FY26 annual dividend payout of 43 cents per share, the business has a trailing grossed-up dividend yield of 7.6%, including franking credits, at the time of writing. I expect the ASX dividend share’s payout will grow again in the 2027 financial year.

The post 2 ASX dividend shares with yields above 7% appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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 IperionX Ltd (ASX: IPX) share price is in focus after announcing a second major U.S. Army contract for industrial-scale titanium production, with US$11.5 million in new funding now in place and a total potential value up to US$25.4 million.

What did IperionX report?

• Secured US$11.5 million funding under Task Order 2 as part of a US$99 million U.S. Army SBIR Phase III contract
• Task Order 2 could increase to a maximum value of US$25.4 million if all options are exercised
• Three core work packages now fully funded, including continuous furnace and in-house fastener equipment
• Advancement of continuous powder-to-part titanium manufacturing at IperionX’s Virginia facility
• Potential program expansion into aerospace and refractory metal components via four unfunded option packages

What else do investors need to know?

Task Order 2 will help IperionX bring critical titanium manufacturing steps in-house, aiming to boost throughput and lower production costs for U.S. defense applications. The newly announced industrial-scale equipment supports both defense and potential commercial programs, by enabling the company to deliver large quantities of titanium parts, like track pins and fasteners, for military applications.

Four optional workstreams in the contract could see IperionX’s technology expand into aerospace-grade titanium, advanced powder production for additive manufacturing, and strategic metals including C103 and niobium. These options remain subject to further U.S. government funding and formal approvals.

What did IperionX management say?

Taso Arima, IperionX CEO, commented:

This second U.S. Army task order represents an important step in scaling IperionX’s titanium powder-to-part manufacturing platform. The SBIR Phase III award aims to advance continuous and industrial-scale HSPT and dehydride capacity and bring titanium fastener finishing fully in-house at our Virginia titanium manufacturing facility.

This award aligns with GenX, our next-generation continuous HAMR production platform, which together will provide an integrated American titanium manufacturing system. The program will expand our capacity to manufacture titanium track pins, bolts and fasteners for the U.S. Army, shorten production lead times and strengthen the domestic titanium manufacturing capabilities required to support U.S. defense supply chains.

What’s next for IperionX Ltd?

IperionX plans to fast-track installation of new furnace and finishing equipment at its Virginia site, supporting higher-volume manufacturing and shorter delivery times for U.S. Army requirements. The additional, unfunded program options suggest possible future expansions into aerospace, advanced alloys, and other strategic markets, but depend on further contract and customer milestones.

A focus on integrating continuous manufacturing across both titanium powder and finished parts is central to the company’s strategy, as this can lower costs and improve reliability for customers in the defense sector and beyond.

IperionX Ltd share price snapshot

It has been a difficult 12 months for the IperionX share price. Over the period, the company’s shares have significantly underperformed the S&P/ASX 200 index (ASX: XJO) with a 55% decline.

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The post IperionX wins US Army contract to ramp up titanium production appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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.

The Tamboran Resources Ltd (ASX: TBN) share price is in focus as the company reports its first gas sales from the Shenandoah South Pilot Project, with a strengthened balance sheet and major milestones achieved over the past year.

What did Tamboran Resources report?

• First gas sales from the Shenandoah South Pilot Project to the Northern Territory Government imminent in 3Q 2026
• Pro forma cash balance of US$298 million as at March 31, 2026
• Completed acquisition of Falcon Oil & Gas
• Secured infrastructure debt, partly backed by the NT Government
• Record well performance and on-time, under-budget construction of Sturt Plateau Compression Facility (SPCF)

What else do investors need to know?

Tamboran has solidified its position as the largest Beetaloo Basin acreage holder, with 2.8 million net prospective acres and active partnerships with major US drilling and oilfield service providers. Over the past 12 months, the company delivered key strategic and operational milestones, including a US$300 million capital raise and completion of critical infrastructure.

Safety and environmental performance also featured strongly, with zero serious injuries and no reportable environmental incidents. Locally, Tamboran has increased engagement with Northern Territory communities, spending over $36 million with NT businesses and supporting Indigenous suppliers.

What did Tamboran Resources management say?

Chief Executive Officer Todd Abbott said:

Twelve months ago, we set out to reach first gas in the Beetaloo Basin, and we are now delivering on that objective. Our team’s performance and partnerships have positioned Tamboran to unlock this world-class resource for the region and our shareholders.

What’s next for Tamboran Resources?

Looking ahead, Tamboran plans to expand capacity at the SPCF up to 100 TJ/d by mid-2028 and continue appraisal drilling in both the East and West Beetaloo depocenters. The company is also progressing new pipeline and joint venture opportunities aimed at connecting its gas to both domestic markets and potential LNG export facilities.

Further targets include cost reductions in drilling and completions, additional resource delineation, and participation in strategic infrastructure projects like the Territory Energy Link.

Tamboran Resources share price snapshot

Over the past 12 months, Tamboran Resources shares have risen 47%, outperforming the All Ordinaries Index (ASX: XAO).

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The post Tamboran Resources achieves first gas sales and robust cash position 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.

The Kingsgate Consolidated Ltd (ASX: KCN) share price is in focus today after the company announced record FY2026 results, with revenue up 77% to $596 million and net profit after tax (NPAT) soaring 843% to $278 million.

What did Kingsgate Consolidated report?

• Revenue rose 77% to $596.4 million (FY2025: $336.7 million)
• EBITDA increased 264% to $344 million
• Net profit after tax jumped 843% to $278 million
• Gold production reached 86,078 ounces; silver production was 766,009 ounces
• All-in sustaining cost for the year was US$2,123 per ounce
• Unfranked dividends of 10 cents per share (interim paid April, final payable November)

What else do investors need to know?

Kingsgate’s Chatree Gold Mine in Thailand delivered a strong operational result, with gold and silver production both exceeding last year’s output and both plants running above nameplate capacity. The site achieved major operational milestones, including the completion of a new run-of-mine facility and commissioning a new Caterpillar excavator, which is expected to improve mining rates further.

At the Nueva Esperanza Silver-Gold Project in Chile, technical and field programs continued with new water infrastructure, drilling, and systematic core scanning for future development. Notably, a $68.6 million impairment reversal was recognised after strong commodity market conditions and key project milestones boosted confidence in asset values.

What did Kingsgate management say?

Kingsgate’s Executive Chairman, Ross Smyth-Kirk OAM, said:

The Board is delighted to return capital to shareholders again through a 10 cents per share dividend, reflecting the significant improvement in Kingsgate’s operational and financial performance.

The strong performance of the Chatree Gold Mine, combined with our strengthened balance sheet and positive cash flow outlook, provides the Board with confidence in the Company’s ability to continue delivering sustainable value to shareholders while maintaining appropriate financial flexibility.

What’s next for Kingsgate?

Looking ahead, Kingsgate plans to continue ramping up material movement at Chatree, including the commencement of mining at the new Q Pit, which will add higher-grade ore to the mill. Strategic land acquisitions around the mine support the next phase of production. The company is also advancing technical studies and a possible ASX listing for the Nueva Esperanza Project, with a drilling program underway and strategic review in progress.

Kingsgate has flagged potential shareholder value creation from further improvements at Chatree, advancement or monetisation of Nueva Esperanza, and ongoing assessment of new gold and precious metal project opportunities.

Kingsgate share price snapshot

Over the last 12 months, the Kingsgate share price has significantly outperformed the S&P/ASX 200 index (ASX: XJO) with a gain of around 75%.

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The post Kingsgate Consolidated posts record FY2026 earnings appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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.

The Praemium Ltd (ASX: PPS) share price is in focus after the company posted a 5.7% increase in revenue to $110.5 million and delivered underlying profit after tax up 2.9% to $15.4 million for the year ended 30 June 2026.

What did Praemium report?

• Revenue from ordinary activities rose 5.7% to $110.5 million
• Underlying profit after tax (NPAT) up 2.9% to $15.4 million
• Statutory net profit fell 45.2% to $6.5 million, mainly due to one-off restructuring and acquisition costs
• Underlying EBITDA climbed 14.5% to $32.1 million, with an expanded margin of 29.1%
• Final fully franked dividend of 1.25 cents per share, taking total FY26 dividends to 2.5 cents per share
• Total funds under administration (FUA) jumped 21.1% to $77.9 billion

What else do investors need to know?

Praemium achieved strong momentum in its high-net-worth (HNW) segment, with platform FUA up 10.8% and the non-custodial Scope+ service delivering 30.5% year-on-year FUA growth. The company completed the integration of the OneVue platform acquisition in December 2025, realising anticipated $3 million in annual EBITDA synergies.

In January 2026, Praemium acquired Technotia Laboratories for $7 million in shares, bringing machine learning expertise in-house to support a new core technology platform. The business also restructured its technology division, closing Armenian operations and reducing Australian roles to drive operating leverage from FY27.

What did Praemium management say?

Praemium Chair Barry Lewin commented:

It has been a privilege to serve as Chair and to work alongside a highly capable Board, together with Anthony and the broader management team as Praemium has transformed into a more profitable, strategically focused platform business. With a refreshed Board and strong foundations in place, I look forward to completing a smooth transition and watching Praemium continue to execute its growth strategy under Matthew’s chairmanship.

What’s next for Praemium?

Looking ahead, Praemium aims to capitalise on continued industry growth and its leadership in whole-of-wealth advice solutions, with a focus on expanding deeper relationships in the growing HNW market. Further investment in next-generation platform technology and adviser experience is set to deliver scalability, new features and cost efficiencies.

The company expects to realise the benefits of recent investments and restructuring in FY27, supporting financial and operational momentum. A strong balance sheet and disciplined cost management position Praemium to capture emerging opportunities across the wealth platform sector.

Praemium share price snapshot

Over the past 12 months, Praemium shares have declined 9%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Praemium posts FY26 revenue growth and completes platform integration 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 Praemium. The Motley Fool Australia has recommended Praemium. 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.

The Black Cat Syndicate Ltd (ASX: BC8) share price is in focus today after the company reported record revenue of $374 million and a turnaround to $86 million net profit after tax for FY26.

What did Black Cat Syndicate report?

• Revenue surged 903% to $374 million (FY25: $37 million)
• Net profit after tax of $86 million (FY25: $26 million loss)
• Net cash from operating activities: $225 million (FY25: $13 million outflow)
• Earnings per share: 12 cents (FY25: 4.6 cent loss)
• Cash, bullion and listed investments up 87% to $105 million
• Total gold production jumped 132% to 90,833 ounces

What else do investors need to know?

Black Cat Syndicate delivered strong operational performance at its Paulsens Gold Operation, with the site successfully refurbished and mining recommenced. The $106 million investment in acquiring and restarting Paulsens was fully recouped during the year.

The company achieved a major milestone at Kal East by processing 100% company-owned ore through its Lakewood facility in the fourth quarter. Management noted significant exploration success at the Regulus and Lynx prospects, helping underpin further growth.

An update on FY27 guidance is expected by the end of September.

What did Black Cat Syndicate management say?

Managing Director James Bruce said:

Black Cat delivered record financial and operational performance in FY2026, with revenue increasing to $374 million, operating cash flow reaching $225 million and production rising 132% to 90,833 ounces, reflecting the successful ramp-up of our operations.

Paulsens was a standout performer, fully repaying its acquisition and restart investment during the year while delivering significant exploration success at Regulus and Lynx. At Kal East, we achieved the important milestone of processing 100% Company-owned ore through Lakewood, providing a strong foundation for continued growth.

With two operating hubs, strong cash generation and a robust balance sheet, Black Cat is well positioned to continue delivering sustainable growth and value for shareholders.

What’s next for Black Cat Syndicate?

Looking ahead, Black Cat Syndicate will provide updated FY27 guidance by the end of September. Management is focused on building on its current momentum, with two operational hubs and a robust balance sheet supporting ongoing growth.

Continued exploration at Regulus and Lynx, and optimisation at both Paulsens and Kal East, will be key priorities as the company aims to deliver sustainable value to shareholders.

Black Cat Syndicate share price snapshot

Over the past 12 months, Black Cat shares have risen 13%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Black Cat Syndicate posts record FY26 earnings and profit turnaround appeared first on The Motley Fool Australia.

More reading

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• Lindian Resources secures heavy rare earths supply deal for SARECO facility

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.

The Lindian Resources Ltd (ASX: LIN) share price is in focus today after the company announced it has secured an exclusive option to acquire 13,389 tonnes of heavy rare earths feedstock in Kazakhstan, with the potential to evaluate an additional 15,000 to 20,000 tonnes—all without upfront cash outlay.

What did Lindian Resources report?

• Exclusive option to acquire 13,389 tonnes of heavy rare earths (dysprosium, terbium, yttrium) from the Aktau Stockpile.
• Over 7,500 tonnes prepared for transport, balance to be dried before shipping to the SARECO facility.
• 12-month period of exclusive rights to evaluate an additional 15,000–20,000 tonnes of above-ground material.
• No upfront cash payment for exclusivity or for the option to acquire.
• Testing underway to assess composition; potential to broaden rare earth product suite.
• Established rail logistics between Aktau and Stepnogorsk plant.

What else do investors need to know?

Lindian’s access to a large stockpile in Kazakhstan gives it an in-country feed source for its 100%-owned SARECO rare earth processing plant. This complements the company’s Kangankunde project in Malawi, which is focused on neodymium and praseodymium.

There’s no resource or reserve yet defined for the Aktau Stockpile, and economic viability will depend on ongoing assay and testwork results. However, these tests could potentially confirm a new revenue stream from high-value heavy rare earths, helping Lindian diversify and strengthen its presence in the critical minerals market.

The company currently enjoys a flexible arrangement and may, subject to permissions and successful testwork, move forward with both Aktau and Kangankunde as sources of supply for SARECO.

What did Lindian Resources management say?

Lindian Resources’ Executive Director Zac Komur, said:

Aktau is strategically important because it was historically used as feedstock for SARECO, providing Lindian with the opportunity to re-establish an in-country rare earth feed source for the facility. Dy and Tb are among the most strategically important rare earths used in high-performance permanent magnets, while yttrium has important applications across aerospace, electronics and defence. Establishing meaningful exposure to these elements would materially broaden Lindian’s position across the rare earth value chain.

What’s next for Lindian Resources?

Lindian is undertaking sampling and metallurgical testwork at the Aktau site, with results expected in coming months. Subject to positive tests and regulatory approvals, the company could ramp up feed to its SARECO plant even before Kangankunde supply commences.

In the medium term, Lindian’s strategy is to position SARECO as a flexible, multi-feed rare earths processing platform, serving end-markets with both light and heavy rare earth products. The company is also advancing Stage 1 development and feasibility work at Kangankunde, with first production targeted for late 2026.

Lindian Resources share price snapshot

Over the past 12 months, Lindian Resources shares have surged more than 200%, far outpacing the All Ordinaries Index (ASX: XAO).

View Original Announcement

The post Lindian Resources secures heavy rare earths supply deal for SARECO facility appeared first on The Motley Fool Australia.

More reading

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Wesfarmers Ltd (ASX: WES) has been a compelling ASX dividend share for a number of years, and that could continue to be the case, based on projected payouts.

Wesfarmers is the business behind a number of leading Australian retail names, including Bunnings, Kmart, Officeworks, Priceline, Target, and others.

It also has a healthcare division and a chemicals, energy and fertiliser segment called WesCEF, which includes its lithium mining operations.

The company has regularly produced impressive results for shareholders and FY26 was no different with solid underlying performance.

In the 2026 financial year, Wesfarmers reported that underlying earnings per share (EPS) grew by 8.3% following 3.4% revenue growth. Bunnings Group saw earnings growth of 5.1% to $2.45 billion and Kmart Group saw earnings growth of 6% to $1.1 billion.

FY27

The company’s FY27 has started off solidly, with good sales growth for both Bunnings Group and Kmart Group. Those are the two core earnings drivers of the business, so it’s good to see the company has started FY26 in a good position.

Wesfarmers said that in the first seven weeks of FY27, Bunnings’ sales growth was slightly stronger compared to the second half of FY26. Kmart Group sales growth was “in line” with the second half of FY26.

Based on that trading update and commentary on the progress of the rest of the business (including the lithium segment), the projection on CommSec suggests Wesfarmers could grow EPS again in FY27 by around 10%.

However, the current projection suggests the business could deliver an annual dividend per Wesfarmers share of $2.40. That translates into a potential grossed-up dividend yield of 4.3%, including franking credits.

FY28

The forecast suggests that Wesfarmers could increase its payout and earnings in the following financial year.

According to the projection on CommSec, the company is projected to pay an annual dividend per Wesfarmers share of approximately $2.61 in FY28. This would translate into a possible grossed-up dividend yield of 4.7%, including franking credits.

Depending on what happens with the lithium price, the Wesfarmers WesCEF division could play an important role in overall earnings generation.

FY29

For the final financial year of this series of projections, the annual payout could get even better.

According to the projection on CommSec, the business could pay an annual dividend per Wesfarmers share of $2.71 in the 2029 financial year.

If the business does deliver that level of passive income, it would translate into a grossed-up dividend yield of 4.9%, including franking credits.

I think it’s one of the most impressive ASX blue-chip shares for dividends, though it’s certainly not cheap at this valuation.

The post Here’s the dividend forecast out to 2029 for Wesfarmers shares appeared first on The Motley Fool Australia.

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