Author: openjargon

The Clinuvel Pharmaceuticals Ltd (ASX: CUV) share price is in focus after the company posted its tenth straight annual profit and announced a stable, fully franked dividend of $0.05 per share for FY2026.

What did Clinuvel Pharmaceuticals report?

• Revenue declined slightly to $94.0 million, down 1% from FY2025.
• Net profit after tax was $33.9 million, a 6% decrease year on year.
• Cash reserves rose 12% to $252.1 million.
• Expenses held steady, dropping 0.5% to $53.5 million.
• Basic earnings per share slipped 6% to $0.68.
• A franked final dividend of $0.05 per share was declared, matching last year.

What else do investors need to know?

Clinuvel’s profit marks a decade of uninterrupted earnings, which the company credits to disciplined cost controls and strong treatment demand for SCENESSE®. While revenue declined marginally as US sales softened – partly due to competitor programs and a shift in US supply practices – European revenue growth offset this impact.

The balance sheet remains robust, with net tangible assets per share climbing 12%. Operating cash inflow was $36.9 million, and after prepaying income tax, cash reserves still finished notably higher. The steady dividend reflects a commitment to reward shareholders, equating to 9% of free cash generated for the period.

What did Clinuvel Pharmaceuticals management say?

Group Chief Financial Officer Mr Peter Vaughan said:

This position provides us with flexibility to pursue an expansion strategy, continue investing through market cycles in key strategic areas, and allocate capital based on opportunity rather than necessity. As CLINUVEL builds its operations and presence in the capital markets in the United States, we can do so from a position of strength.

What’s next for Clinuvel Pharmaceuticals?

Clinuvel aims to use its strong cash and asset base to drive further growth in North America and other markets. Management will continue to invest in core areas like R&D and the Phase III vitiligo program and expects steady business expansion through diversification.

The company remains confident in self-financing its strategy, thanks to disciplined spending and consistent cash flow. Shareholders can also look forward to continued dividends, subject to cash reserves and performance.

Clinuvel Pharmaceuticals share price snapshot

Over the past 12 months, Clinuvel Pharmaceuticals shares have declined 31%, trailing the All Ordinaries Index (ASX: XAO), which is flat over the same period.

View Original Announcement

The post Clinuvel Pharmaceuticals posts 10th consecutive profit and maintains dividend 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.

Building wealth through shares does not need to be difficult.

I think the best approach is to look for strong businesses that can continue to become more valuable over time, and then give them years to do the work.

Here are three ASX shares I would be happy to buy with that approach.

Xero Ltd (ASX: XRO)

Xero has become a major accounting platform for small businesses, but I still think the long-term opportunity is much larger than its current customer base.

Its software helps businesses manage accounting, payroll, payments, and other financial tasks that are central to day-to-day operations.

I like that because once a business becomes comfortable using Xero, the platform can become deeply embedded in how it operates.

The company can keep growing by adding more customers, expanding further across major international markets, and increasing the number of services existing customers use.

I think that gives Xero several ways to keep building on its existing business.

Over a long timeframe, small gains in customer numbers and product usage can add up to a much larger business.

National Australia Bank Ltd (ASX: NAB)

NAB would give this portfolio a more established financial business.

What I like most is its strong position in business banking. Australian companies need funding, transaction accounts, payments, and other banking services as they grow, invest, and manage their day-to-day finances.

That gives NAB the opportunity to build broad relationships with business customers across several products and services.

I also think this part of the market can be attractive over the long term because successful businesses often become more valuable banking customers as they expand.

NAB still has a large personal banking operation, but its business banking strength gives it an area where it can stand out from some of its major rivals.

For me, that makes it a bank stock I would be comfortable holding for many years.

Netwealth Group Ltd (ASX: NWL)

Netwealth provides investment and superannuation technology used by financial advisers and their clients.

I think the long-term opportunity comes from becoming increasingly important to those advisers.

Once client assets and processes are moved onto a platform, changing providers can involve significant work. That gives Netwealth the chance to build long-lasting relationships while continuing to improve the technology advisers use.

Australia’s superannuation system also gives the company a strong backdrop.

Workers keep contributing to retirement savings, while investment returns can increase the amount of money already on platforms.

Netwealth can therefore grow by winning more advisers and clients, while the overall pool of wealth it competes for continues to expand.

I think that combination gives the business plenty of room to become larger over the next decade.

Foolish takeaway

I like these three shares because I can see clear reasons why their businesses could be stronger years from now.

Xero can keep expanding its software platform, NAB can deepen its business banking relationships, and Netwealth can capture more of Australia’s growing investment wealth.

I would be comfortable buying all three and giving those opportunities plenty of time to develop.

The post 3 excellent ASX shares I’d buy for long-term wealth creation appeared first on The Motley Fool Australia.

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• Another RBA interest rate hike could be just weeks away. Here’s what the big banks think
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• Netwealth Group FY26 earnings: Record profits, platform and adviser growth
• 2 ASX 200 shares I’d buy and 2 I’d avoid amid a surging Aussie dollar

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

A broad index fund can be a great way to build wealth, but some exchange-traded funds (ETFs) take a more selective approach.

If I wanted to give myself a chance of outperforming the wider market over the long term, these are three ASX ETFs I would consider.

Betashares Global Quality Leaders ETF (ASX: QLTY)

The QLTY ETF looks for global companies displaying characteristics such as strong profitability, healthy balance sheets, and relatively stable earnings.

I like this approach because long-term wealth creation often comes from businesses that can keep reinvesting successfully rather than simply being large.

The portfolio includes companies from several industries and countries, so investors are not relying on one particular sector to deliver the returns.

Quality businesses can still become expensive or experience disappointing periods, of course. But over a long timeframe, I think concentrating more money in companies with strong financial characteristics gives the fund a reasonable chance of producing attractive returns.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

The MOAT ETF takes the idea one step further by considering both business quality and price.

It invests in US companies that have sustainable competitive advantages, or economic moats, while also trading below fair value.

Those advantages could come from strong brands, switching costs, network effects, or other characteristics that make it difficult for competitors to take customers and profits away.

I particularly like the valuation element. Owning a great company does not guarantee a great investment if the starting price is too high. The MOAT ETF regularly adjusts its portfolio towards businesses offering the most attractive combination of competitive strength and valuation.

That gives it a different process from an index that simply puts the most money into whichever companies have the largest market values.

Betashares Australian Quality ETF (ASX: AQLT)

I would also consider applying a quality filter closer to home.

The AQLT ETF invests in Australian shares selected using measures including profitability, earnings stability, and financial leverage.

I think this could be a good alternative to simply owning the entire Australian market.

Traditional market-cap-weighted funds can become heavily influenced by the largest companies and sectors on the ASX. The AQLT ETF instead asks whether a business demonstrates strong financial characteristics.

That can result in a portfolio focused on companies that have already demonstrated an ability to generate strong returns from their businesses.

There is no guarantee that those characteristics will lead to market-beating performance, but I think the process makes sense for investors willing to take a more selective approach.

Foolish takeaway

Trying to beat the market is difficult, and even professional investors regularly fall short.

That is why I would want a clear reason for moving away from a simple index fund.

For me, quality, sustainable competitive advantages, and sensible prices are three characteristics worth backing.

These ETFs package those ideas into diversified portfolios, giving investors a way to pursue outperformance without having to pick stocks themselves.

The post 3 strong ASX ETFs I’d buy to try and beat the market appeared first on The Motley Fool Australia.

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

CSL Ltd (ASX: CSL) has given investors plenty to think about this year.

The biotechnology giant has been through a difficult period, but the outlook now suggests earnings could move steadily higher over the next few years.

So, would I buy the shares before August is over?

The earnings outlook catches my attention

CSL shares are currently trading around $172.79.

According to CommSec, consensus earnings per share forecasts now stand at $9.08 in FY27, $9.53 in FY28, and $10.15 in FY29.

That implies earnings growth of around 5% in FY28 followed by another 7% in FY29.

For me, the direction is encouraging.

CSL has spent the past few years dealing with higher costs, operational challenges, and weaker investor confidence. A sustained return to earnings growth would suggest the business is moving beyond some of those problems.

At the current share price, CSL trades on a PE ratio of roughly 19 times forecast FY27 earnings, falling to around 17 times FY29 earnings.

I think that looks reasonable if the company can deliver the growth analysts currently expect.

There are still good businesses underneath

The long-term investment case still rests heavily on CSL Behring.

Its plasma-derived therapies are used to treat serious and often chronic conditions, creating demand that can continue regardless of what is happening in the wider economy.

CSL has spent decades building the plasma collection, manufacturing, and distribution network needed to compete at global scale. That is not something a new competitor could reproduce quickly.

There are also newer products that could contribute more over time, while continued investment in manufacturing should help CSL serve growing demand for immunoglobulin and other plasma therapies.

I think that combination gives CSL a credible path to increasing earnings for years rather than relying on a short-term rebound.

I would still expect some bumps

CSL has hardly provided investors with a smooth ride recently.

The company has gone through restructuring, impairments, changing expectations, and periods when parts of the business have disappointed.

There are still risks to consider. The recovery could take longer than expected, costs could remain elevated, new products may not grow as quickly as hoped, and currency movements can affect a business earning revenue around the world.

That makes the consensus forecasts important to monitor rather than something I would simply assume will happen.

I would also expect the share price to remain sensitive to any change in the recovery story.

Foolish takeaway

Yes, I would buy CSL shares before the end of August.

The business still has work to do, and recent performance is a reminder that even high-quality companies can go through difficult periods.

But I think the expected earnings trajectory is moving in the right direction, while the current valuation leaves room for that recovery to create value for shareholders.

If CSL can rebuild momentum over the next few years, I think buying at around $172.79 could prove worthwhile for patient investors.

The post Should I buy CSL shares before the end of August? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. 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.

Aussie mortgage holders and investors may be facing another interest rate rise, with expectations shifting quickly after the latest inflation figures.

The Reserve Bank of Australia (RBA) left the cash rate unchanged at 4.35% earlier this month after 3 hikes in 2026. But the chances of another increase are growing.

Attention is turning to the next RBA decision on 29 September, with several major banks changing their forecasts and financial markets also increasing the odds of another hike.

So, could interest rates really rise again next month?

Inflation keeps the pressure on

The latest Consumer Price Index (CPI) data showed annual inflation easing from 3.8% in June to 3.5% in July.

That sounds like a move in the right direction, but inflation was still higher than the 3.3% economists had expected. Trimmed mean inflation also stayed at 3.6%, which is still above the RBA’s 2% to 3% target range.

On a monthly basis, trimmed mean inflation rose 0.5%, ahead of expectations for a 0.3% increase.

The RBA was already keeping a close eye on inflation. Minutes from its August meeting showed board members discussed another 25-basis point hike before deciding to wait for more data.

And the RBA also got another strong economic reading, with household spending rising faster than expected.

Household spending rose 1.1% in July and was 7% higher than a year ago, with spending increasing across all 9 categories. It’s the strongest annual growth since June 2023.

What are the big banks predicting?

Three of Australia’s four major banks now expect another RBA rate hike before the end of 2026.

National Australia Bank Ltd (ASX: NAB) has the most aggressive forecast, predicting a 25-basis point increase in September, which would take the cash rate to 4.6%.

It also sees a risk of another hike in November if the economy continues to hold up.

Commonwealth Bank of Australia (ASX: CBA) and ANZ Group Holdings Ltd (ASX: ANZ) are both forecasting a rate rise in November, although CBA believes there is also a risk the RBA moves earlier in September.

Westpac Banking Corp (ASX: WBC) is taking a different view and still expects rates to stay unchanged for the rest of the year, pointing to a softer labour market and weaker housing conditions.

According to Reuters, markets are now pricing around a 50% chance of a September rate hike, up from 17% before the inflation data.

What happens next?

The next RBA decision is due on 29 September, so there are still a few weeks of economic data to come before the board makes its call.

Keep an eye on the September and November meetings, as they will now be the ones to watch.

The post Another RBA interest rate hike could be just weeks away. Here’s what the big banks think appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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.

September is almost here, and I think there are still plenty of ASX shares worth buying with a long-term view.

If I had $10,000 ready to invest, I would spread this particular amount evenly across four companies that I believe can keep becoming more valuable over the years ahead.

Here’s what I’d buy.

Goodman Group (ASX: GMG)

I would start with Goodman because I like the assets it controls and where demand is heading.

The company develops and owns industrial property in major cities around the world. Increasingly, that includes sites suitable for data centres.

That is important because computing infrastructure needs more than servers. It needs land, buildings, reliable electricity, and access to major population and business centres.

Goodman has spent years assembling property in locations where those ingredients can be difficult to secure.

Artificial intelligence (AI) should increase the amount of computing capacity required, but I would not make this investment purely as an AI bet. Ecommerce, cloud computing, logistics, and the wider digital economy all require modern infrastructure.

I think that gives Goodman several reasons to keep finding development opportunities over the next decade.

ResMed Inc. (ASX: RMD)

I would also put $2,500 into ResMed.

Sleep apnoea affects a huge number of people, and many remain undiagnosed or untreated. That gives ResMed a long-term opportunity to reach more patients rather than relying solely on taking market share from competitors.

I also like what happens after a patient begins treatment. ResMed can sell the initial device, but masks and other components need replacing over time.

That creates an ongoing relationship around a genuine healthcare need.

Over the next several years, I think better diagnosis and greater awareness of sleep health could bring more people into treatment. ResMed already has the scale, products, and healthcare relationships to benefit if that happens.

Hub24 Ltd (ASX: HUB)

My third investment would be Hub24.

The company provides technology used by financial advisers to manage client investments and superannuation.

What I like most is the chance for Hub24 to become increasingly important to those advice businesses.

It has expanded beyond the investment platform itself into technology covering administration, reporting, and client engagement. If advisers can complete more of their work through Hub24’s ecosystem, the relationship becomes more valuable.

The Australian superannuation system also gives the company an attractive backdrop.

Money continues flowing into retirement savings as people work and make compulsory contributions, while investment returns can increase the assets already accumulated.

This ASX share therefore has an opportunity to take a larger share of a market that should itself keep expanding for many years.

Sigma Healthcare Ltd (ASX: SIG)

I would put the final $2,500 into Sigma Healthcare, which now gives investors exposure to Chemist Warehouse following the combination of the businesses.

Chemist Warehouse has built a powerful retail brand in Australia around pharmacy, health, beauty, and everyday products.

The part I find most interesting for the years ahead is how far that model can travel. The business is expanding in New Zealand and has begun exploring opportunities in the UK. Successful international expansion could open a much larger market than Australia alone.

There is still room to grow closer to home as well through new stores, online sales, and the wider pharmacy network.

I think that combination gives Sigma several avenues to become a substantially larger business over time.

Foolish takeaway

If I had $10,000 to invest in September, I would be comfortable putting it to work across these four shares.

I like the long-term opportunities behind each business, and I would be happy to give them years rather than months to play out.

The post Where I’d invest $10,000 in ASX shares in September appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, Hub24, and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Goodman Group and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares are down 0.8% to 9,057.4 points as earnings season continues today.

Meanwhile, three experts share their views on three ASX shares.

Let’s take a look.

Breville Group Ltd (ASX: BRG)

The Breville share price is $33.02, down 1.4% today and down 0.5% over 12 months. 

After Breville released its FY26 results, Morgans downgraded the retail stock from buy to accumulate “purely on a valuation basis”.

Morgans explained: 

BRG delivered A$207m EBIT (+1% yoy) in line with guidance, in what was an exceptionally challenging year as the group navigated a volatile tariff backdrop and ongoing supply chain shocks via geopolitical conflicts.

Revenue growth was slightly below expectations (~2%), as FX headwinds in the 2H (US ~10%; EMEA ~5%) detracted from the topline.

Growth on a constant currency (cc) basis remains solid (+10%), and ongoing premiumisation tailwinds, and coffee (up double digits), have continued into FY27.

We view BRG as having emerged from this transitional year as a better business, with a robust outlook.

New market expansion continues to accelerate (+74% yoy), the NPD pipeline is strong and new initiatives (Best Buy) are driving a material step-change in sell out performance.

We expect FY27 forecasts may prove conservative, with BRG able to return to a sustainable level of growth in FY27.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price is $4.71, down 2.3% today and down 81% over 12 months. 

Bell Potter has a hold rating on this ASX consumer discretionary share following the retailer’s FY26 results.

Analyst Chami Ratnapala said: 

While the share trades towards 3-year lows, we see multiple risks related to the revenue recovery from current levels over the next few months in this current macroeconomic context, competitive landscape and following TPW’s 4Q26 profit optimisation initiatives.

We factor in some downside risk to current company expectations and see the current trading multiple (0.7x in May-26 vs 1.4x in Aug-22, on BPe) as somewhat pricing in the near-term outlook as TPW sees revenue declines similar to our omni-channel retailer coverage.

Car Group Ltd (ASX: CAR)

The Car Group share price is $28.37, down 3% today and down 29% over 12 months. 

Tony Locantro from Alto Capital has a sell rating on the ASX communications share after Car’s FY26 report.

On The Bull this week, Locantro said: 

CAR Group operates leading digital automotive markets in Australia and internationally.

It delivered another strong result in fiscal year 2026. Reported revenue of $A1.253 billion was up 6 per cent on the prior corresponding period. Reported net profit after tax of $A314 million was up 14 per cent.

International operations continue to generate attractive long term growth and management expects further revenue growth in fiscal year 2027.

However, the company’s strong operating performance is increasingly reflected in its valuation, which requires sustained double digit growth and continuing successful international execution.

In our view, the risk-reward balance in response to valuation supports a lighten recommendation.

The post Buy, hold, sell: Breville, Car Group, Temple & Webster shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen 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 Temple & Webster Group. The Motley Fool Australia has recommended CAR Group Ltd and Temple & Webster Group. 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 have jumped higher in Thursday morning trade as investors digest the airline giant’s latest FY26 earnings results.

At the time of writing, the ASX 200 airline shares are up around 4% and are changing hands for $9.55 a piece.

Today’s increase is good news for investors after the shares crashed 14% over the past couple of weeks. But it hasn’t done enough to recoup the heavy losses just yet. 

For the year-to-date, the shares are still down around 9%, and they’re 14% lower than 12 months ago.

What did the airline report today?

Qantas reported a 13.8% year-on-year decline in underlying profit before tax, to $2.06 billion. 

Statutory profit after tax fell around 29% to $1.3 billion

For the 12-month period, Qantas reported a 12.7% year-on-year decline in underlying earnings per share to 96 cents.

Qantas’ $6.2 billion of net debt came in at the middle of its target range of $5.5 billion to $6.9 billion for FY26.

With profits down, management declared a fully-franked final Qantas dividend of 19.8 cents per share, and a total dividend of 39.6 cents per share, down 25% from last year’s final payout.

Management forecasts unit revenues to grow by 8–10% in the first half of FY27, despite ongoing pressure from elevated fuel prices.

It looks like investors are happy with today’s update, and many are buying back into the stock while the shares are still trading for cheap.

Is Qantas a turnaround story?

Qantas shares were smashed lower earlier this year as conflict in the Middle East and rising fuel prices put airlines under pressure.

Jet fuel (refined from crude oil) is the highest operating cost for airlines. Given Australia imports more than 90% of its refined fuel, its local prices track global oil prices and currency movements. 

That means that when oil prices increase amid tight supply and geopolitical tensions, jet fuel prices also jumped. This means that airlines, such as Qantas, face higher operating costs, which can pressure profits and potentially weigh on their share prices.

In fact, this morning Qantas reported that the impact from the Middle East conflict has cost the airline an estimated $420 million to date, largely driven by higher jet fuel costs.

But despite the higher fuel costs, the company expects to see unit revenues grow by 8% to 10% in the first half of FY27.

Robust domestic and international travel demand has helped the aviation giant’s shares maintain some level of stability. And signs that inflation and cost-of-living is improving has also likely supported the stock.

What do the experts expect next?

Market expects could revise their forecasts on the Qantas share price in coming days, following the results announcement.

But at the time of writing, it looks like the share could fly a lot higher over the next 12 months.

TradingView data shows the majority (14 out of 15) have a buy or strong buy rating on the shares. 

But after the latest slump, all analysts anticipate a strong upside ahead.

The $11.68 average target price implies a potential 22% upside over the next 12 months, at the time of writing. Even the minimum target price implies the shares could jump 13% higher. 

The post Qantas shares jump 4% today: Is this the start of a rebound? appeared first on The Motley Fool Australia.

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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.

The team at Bell Potter have been busy casting their eye over the recently published profit reports and has earmarked three miners with the potential for large share price gains.

Let’s see who they like.

Fenix Resources Ltd (ASX: FEX)

Iron ore producer Fenix produced a record 4.4 million tonnes of ore for the full year, boosting net profit by 128% to $12 million, on revenue of $589.7 million, up 87%.

The company also said it expected to further grow production in the current year to 4.7 to 5.3 million tonnes while maintaining costs at FY26 levels.

Bell Potter said earnings came in above its estimates, and there was also a positive surprise in the form of a 1-cent-per-share dividend.

The broker said:

FEX has outlined a clear pathway to incrementally grow iron ore production to 10Mtpa at significantly lower unit costs, leveraging its integrated logistics network to underpin cash flows and fund its substantial organic growth outlook. FEX holds the largest storage position at the strategic and fast-growing Geraldton Port.

Bell Potter has a price target of 54 cents on Fenix compared to 29.25 cents currently.

Nickel Industries Ltd (ASX: NIC)

Bell Potter said Nickel Industries’ full-year result was mixed, with revenue higher than their forecast but earnings lower due to higher finance and depreciation charges.

On the positive side, Bell Potter said the company was well leveraged to changes in the nickel price.

They said:

Overall, this leverage was reflected in revenue rising 13%, EBITDA rising 54% and NPAT rising 366% vs the previous corresponding period. Looking ahead, we expect volume growth and increased margins to drive aggressive EBITDA and earnings growth in 2HCY26 and CY27 as mining ramps up.

Bell Potter has a price target of $1.45 on Nickel Industries shares compared to 86.75 cents currently.

Paladin Energy Ltd (ASX: PDN)

The uranium miner recently reported revenue of US$304 million and EBITDA of US$63 million, which was below Bell Potter’s estimate of US$71 million.

The broker said this was “due to higher corporate and marketing costs which reflect the larger, multi-jurisdictional business following the completion of the Fission acquisition in FY25”.

Bell Potter said FY26 was a “transitional year” at Paladin’s Langer Heinrich mine, and they expected a lift in operating performance “with fresh ore now the sole feed to the processing plant and rising uranium prices to further support earnings”.

The broker added:

We retain our Buy recommendation. We have a positive medium- to long-term outlook for the uranium market, supported by barriers to new supply and demand growth linked to electrification, energy security and AI-related power requirements.

Bell Potter has a price target of $14.50 on Paladin compared to $12.07 currently.  

The post 3 ASX mining shares Bell Potter rates a buy 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 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.

Mineral Resources Ltd (ASX: MIN) shares are moving higher on Thursday after the mining company released its FY26 results.

At the time of writing, the Mineral Resources share price is up 2.62% to $68.64.

There was plenty for investors to unpack, with revenue, earnings and free cash flow all moving higher during the year.

But one part of the result seems to have caught investors by surprise.

After going without a dividend in FY25, Mineral Resources is bringing it back, and the payment is much bigger than the market had expected.

So, how much will shareholders receive?

Mineral Resources brings back its dividend

Mineral Resources has declared a fully-franked final dividend of 83 cents per share.

This represents a 20% payout of underlying net profit after tax (NPAT) and marks the company’s first dividend since FY24.

The payment itself was also a lot bigger than the market had expected.

According to RBC Capital Markets, consensus estimates were sitting at just 7 cents per share heading into the result. Analyst James Redfern described the 83-cent payment as a “very positive surprise”.

At the current Mineral Resources share price of $68.64, the dividend represents a yield of around 1.2% before franking credits.

When will shareholders get paid?

Mineral Resources shares are scheduled to trade ex-dividend on 8 September, with the record date falling on 9 September.

The company will then pay the dividend on 30 September.

The payment is fully franked, giving eligible shareholders the added benefit of attached franking credits.

Mineral Resources is also operating its dividend reinvestment plan (DRP), with eligible shareholders able to receive new shares instead of taking the payment in cash.

Why is the dividend back?

The return of the dividend follows a pretty big improvement in the company’s finances during FY26.

Revenue jumped 44% to a record $6.5 billion, while underlying EBITDA surged 183% to $2.6 billion.

Underlying NPAT came in at $822 million, compared with a $112 million loss a year earlier.

The company also returned to profit after a difficult FY25, helped by stronger operating performance across the business.

Cash flow was another positive from the result. Mineral Resources generated $849 million in free cash flow, while liquidity more than doubled to $2.4 billion.

Net debt also fell by around $1.1 billion to $4.3 billion, bringing its net debt to underlying EBITDA ratio down from 5.9 times to 1.7 times.

What’s next?

While there were some big numbers in the FY26 result, the return of the dividend is likely to stand out for shareholders who went without one last year.

Management is also expecting volumes to grow across its mining services business, as well as iron ore and lithium commodities in FY27.

If that growth comes through and debt keeps falling, the company could be in a stronger position to keep rewarding shareholders with dividends.

The post Mineral Resources just delivered a surprise dividend. Here’s how much appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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.