Author: openjargon

  • Anthropic CEO Dario Amodei drags OpenAI and Google: ‘We don’t have to do any code reds’

    Dario Amodei
    Anthropic CEO Dario Amodei says the company is betting on enterprise, which he says sets it apart from OpenAI and Google.

    • Anthropic CEO Dario Amodei took a shot at OpenAI and Google.
    • OpenAI and Google have both declared "code reds" in reaction to rival product releases.
    • Amodei says Anthropic is avoiding the fray by focusing on enterprise AI instead of consumer AI.

    Anthropic CEO Dario Amodei just roasted OpenAI and Google on low heat — with a sprinkle of salt.

    OpenAI CEO Sam Altman this week declared a "code red" at his company after Google, one of its chief rivals in the AI race, released Gemini 3 to much fanfare. Google had earlier announced its own "code red" when ChatGPT launched three years ago.

    Amodei, however, told Andrew Ross Sorkin at The New York Times Dealbook Summit on Wednesday that his company has felt no need to proclaim such emergencies.

    "We have a little bit of a privileged position where we can just keep growing and just keep developing our models," he said, adding that Anthropic has issued no "code reds."

    Amodei said Anthropic is maybe feeling a little less heat in part because it is tailoring its products more for companies than consumers. "We've optimized our models more and more for the needs of businesses," he said.

    Building models for enterprises is different than building consumer-focused ones, he said.

    "You just focus on different things," he said. "You focus less on engagement, you focus more on coding, high intellectual activities, scientific ability."

    The company may have found a sweet spot in enterprise coding, but Amodei said it's starting to look beyond that to finance, biomedical, retail, and energy.

    Anthropic last month released Claude Opus 4.5, which it says is its most advanced AI model yet. It comes with improved features for generating computer code and workplace documents.

    Anthropic is not without serious competition, however. Both Google and OpenAI, among others, offer workplace and enterprise products. Google, of course, is one of the biggest tech companies on Earth. And OpenAI has a lot more resources at its disposal, too.

    Amodei, however, is skeptical about the huge amounts companies like Google, OpenAI, and Meta are spending as they jockey for the top position in the AI race.

    "There's a real dilemma, deriving from uncertainty, in how quickly the economic value is going to grow," he said. Anthropic, he said, is trying to "manage as responsibility as we can."

    "There are some players who are YOLO, who pull the wrist dial too far," he said.

    Anthropic did not immediately respond to a request for comment from Business Insider.

    Read the original article on Business Insider
  • Pro Medicus responds to data breach speculation: no client or patient data accessed

    falling telco asx share price represented by mobile phone displaying security breach

    The Pro Medicus Ltd (ASX: PME) share price is in focus after addressing speculation of a potential data breach, confirming no client or patient data was accessed and no financial loss occurred.

    What did Pro Medicus report?

    • Investigated unauthorised access of a single company email inbox in July 2025
    • No client systems or patient data were accessed
    • No Pro Medicus products, systems, or databases were affected
    • No operational impact or financial loss resulted from the incident
    • Potential exposure of personal data for approximately 100 current and former employees
    • All impacted individuals have been notified

    What else do investors need to know?

    The company confirmed the cybersecurity incident was isolated to a single mailbox and was quickly contained with the help of external experts. There is no evidence that any commercially sensitive or material information was accessed during the breach.

    Pro Medicus has informed all applicable government authorities as required by law, and all directly affected employees were promptly notified about the possible personal data exposure.

    What’s next for Pro Medicus?

    Pro Medicus states that its systems and client information remain secure. The company continues to review its cybersecurity practices and is committed to protecting data in line with industry best practice.

    There is no expectation of financial or operational impact, with Pro Medicus focusing on its ongoing delivery of medical imaging software solutions and services worldwide.

    Pro Medicus share price snapshot

    Over the past 12 months, Pro Medicus shares have declined 3%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 2% over the same period.

    View Original Announcement

    The post Pro Medicus responds to data breach speculation: no client or patient data accessed appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Pro Medicus right now?

    Before you buy Pro Medicus shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Pro Medicus wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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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 recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. 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.

  • Why has a UK takeover bid lit a fire under this copper prospector’s share price?

    A woman in a red dress holding up a red graph.

    The DGR Global Ltd (ASX: DGR) share price has more than doubled over the past week, turning the stock into a fabled “10-bagger” over the past year.

    The company’s shares have traded as low as 0.3 cents in the past 12 months, but hit a high of 4.6 cents earlier in the week, on news that one of its portfolio investments had received a takeover proposal from a Chinese company.

    Chinese bid rejected

    DGR told the ASX in a statement released earlier this week that the London Stock Exchange-listed SolGold Plc (LSE: SOLG) had last week rejected a conditional and non-binding takeover bid from Jiangxi Copper (Hong Kong) Investment Company Ltd (JCC).

    The bid was priced at 26 pence per SolGold share, with the SolGold share price shooting beyond that level to be trading at 30 pence currently.

    This is good news for DGR, as it is a major shareholder in SolGold along with some heavy hitters in the resources sector.

    As the company said:

    DGR is the fourth largest shareholder of SolGold holding a beneficial interest in 204 million shares or 6.80% of SolGold behind JCC with 366 million shares (12.18%), BHP Billiton with approximately 311 million shares (10.36%) and Newcrest International with 309 million (10.3%). DGR’s holding in SolGold is DGR’s largest asset, forming 95% of the marked to-market asset base of DGR.

    DGR’s shareholding in SolGold, calculated at the 30 pence share price currently, is worth about $123 million, which is about triple the value of DGR shares listed on the ASX, with the company’s market capitalisation coming in at just $39.7 million.

    Major project shaping up well

    SolGold, which was founded by DGR and listed on the London Stock Exchange in 2006, owns the Cascabel project in northern Ecuador, “on the prolific Andean Copper Belt, the northern Chilean sector of which hosts an estimated 25% of the worlds copper resources and production”.

    As DGR said this week:

    Based on consensus metal pricing at 16 February 2024, of just US$1,750/oz gold and US$3.85 /lb copper, an independent prefeasibility study into the staged development of the core of (the) Alpala deposit at an 8% discount rate, an initial 12 million tonne per annum underground production rate and a pre-production capex of US$1.55 Billion was completed and demonstrated an after tax net present value of US$3.2Billion and an after-tax internal rate of return of 24% on just 18% of the resource being mined over just the first 28 years. At the then current consensus pricing, the project showed the modelled delivery of over US$7.1 Billion in free cashflows over the first 10 years of production.   

    DGR said the project had not been reassessed at more recent long-run gold and copper prices, or with the addition of a new open-pit project nearby.

    DGR chair Peter Wright said the takeover approach by JCC indicated the value in SolGold’s flagship project.

    DGR shares were changing hands for 4.4 cents on Thursday morning, up from 1.8 cents before the JCC approach was revealed.

    The post Why has a UK takeover bid lit a fire under this copper prospector’s share price? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in DGR Global Limited right now?

    Before you buy DGR Global Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and DGR Global Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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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.

  • 2 cheap Australian shares under $50 to buy this December

    Man holding fifty Australian Dollar banknote in his hands, symbolising dividends, symbolising dividends.

    With December now underway, investors looking for value on the ASX don’t need to search far.

    A number of high-quality Australian shares have pulled back sharply in 2025’s market volatility, creating rare opportunities to buy strong businesses at much cheaper prices.

    If you’re hunting for standout shares under $50, two names in particular look attractively priced heading into the final weeks of the year. They are as follows:

    Woolworths Group Ltd (ASX: WOW)

    Woolworths has long been considered one of the safest, most dependable companies on the ASX. Its dominant supermarket network, defensive earnings, and consistent cash generation have made it a staple in countless retirement and dividend portfolios.

    Yet, despite its resilience, Woolworths shares have slid materially from their highs and now trade at $29.42.

    Much of the weakness has stemmed from short-term concerns about market share pressure and value-conscious shoppers shifting toward discounted products during the cost-of-living squeeze.

    But none of this changes Woolworths’ long-term appeal. The company continues to hold a dominant market position, enjoys deep customer loyalty, and is steadily expanding its digital, online, and data-driven capabilities. Its non-cyclical business model means earnings remain remarkably stable through economic cycles, which is something few businesses can claim right now.

    For investors seeking a high-quality, under-$50 stock with a strong history of consistent returns, Woolworths could be just the ticket.

    Ord Minnett currently rates it as a buy with a $33.00 price target.

    GQG Partners Inc (ASX: GQG)

    Another Australian share that looks cheap is GQG Partners.

    It is a fund manager specialising in global equities with a focus on high-quality companies.

    However, its decision to sit out the AI trade on bubble fears means that its funds have been underperforming this year. This has led to a decline in funds under management and an even greater decline in its share price.

    However, its shares are now looking seriously oversold. So much so, analysts think they offer major upside and 10%+ dividend yields in the near term. This could make them a top option for value investors in the current environment.

    Macquarie remains bullish on the company and has an outperform rating and $2.50 price target on its shares. This suggests that upside of 40% is possible from its last close price of $1.79.

    Overall, at these levels, GQG looks like a quality business trading well below its fair value, offering both income and capital growth potential.

    The post 2 cheap Australian shares under $50 to buy this December appeared first on The Motley Fool Australia.

    Should you invest $1,000 in GQG Partners Inc. right now?

    Before you buy GQG Partners Inc. shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and GQG Partners Inc. wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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    Motley Fool contributor James Mickleboro has positions in Gqg Partners and Woolworths Group. 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 Woolworths Group. The Motley Fool Australia has recommended Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Regis Healthcare sells two QLD homes for $25 million gain

    Two elderly men laugh together as they take a selfie with a mobile phone with a city scape in the background.

    The Regis Healthcare Ltd (ASX: REG) share price is in focus today after the company announced the sale of two Far North Queensland aged care homes to Ozcare, unlocking a one-off pre-tax gain of approximately $25 million for its FY26 results.

    What did Regis Healthcare report?

    • Sale of Ayr and Home Hill aged care homes totalling 156 operational beds
    • Expected pre-tax gain on sale of around $25 million in FY26
    • Transaction completion targeted by 1 March 2026, subject to conditions
    • Recent acquisitions of Ocean Mist (Surf Coast) and Drysdale Grove (Bellarine Peninsula) finalised on 1 December 2025

    What else do investors need to know?

    The divestment supports Regis’ strategy to optimise its national portfolio and recycle capital into high-demand, premium locations. Management intends to reinvest funds from the sale to strengthen its presence in areas where demand and growth opportunities are greatest.

    Regis has also expanded in Victoria, having completed the acquisition of Ocean Mist and Drysdale Grove aged care homes. These recent acquisitions add capacity in established regions and support the company’s growth plans.

    What did Regis Healthcare management say?

    Regis CEO and Managing Director Dr Linda Mellors commented:

    The divestment aligns with Regis’ strategy to optimise its national portfolio and recycle capital to support investment in high-demand, premium locations where we can deliver the greatest impact. We will work closely with Ozcare to ensure a smooth and respectful transition for residents, families, and staff, and to support continuity of care in Far North Queensland.

    What’s next for Regis Healthcare?

    Looking ahead, Regis plans to focus on investing in premium, high-growth regions where it can provide long-term benefits for residents and shareholders. The capital unlocked from this sale will be used to support ongoing expansion in areas of highest demand.

    The company aims to maintain a leading position in residential aged care while pursuing further growth opportunities through selective acquisitions and portfolio optimisation.

    Regis Healthcare share price snapshot

    Over the past 12 months, Regis Healthcare shares have risen 18%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has climbed 2% over the same period.

    View Original Announcement

    The post Regis Healthcare sells two QLD homes for $25 million gain appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Regis Healthcare Limited right now?

    Before you buy Regis Healthcare Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Regis Healthcare Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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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.

  • Why these popular ASX stocks are making big moves on Thursday

    A financial expert or broker looks worried as he checks out a graph showing market volatility.

    There have been some big moves on the ASX boards on Thursday.

    Two ASX stocks that are heading in very different directions are named below. Here’s what is driving their share prices today:

    Nuix Ltd (ASX: NXL)

    The Nuix share price is up 5% to $1.89. This follows the announcement of an agreement to acquire Linkurious, which is a graph-powered AI decision platform, for up to 20 million euros (~A$35.4 million).

    The release notes that the Paris-founded business provides technology that allows customers to visually explore and investigate graph data, to detect patterns of interest and investigate alerts.

    Management notes that the acquisition builds on Nuix’s innovation roadmap through the incorporation of powerful and intuitive graph technology and data visualisation.

    Linkurious had Annualised Contract Value (ACV) of ~ 7 million euros (~A$12 million) at the end of June and recorded positive EBITDA and operating cash flow for the full year to 31 December 2024.

    Nuix’s interim CEO, John Ruthven, said:

    The acquisition of Linkurious is an exciting accelerator for our strategic vision to enable our customers with insights from complex data at unparallelled speed and scale. This injection of graph-native expertise, proven link analysis technology and quality customers will allow us to bring immediate value to our customers.

    Step One Clothing Ltd (ASX: STP)

    The Step One share price is crashing 31% to 33.5 cents. Investors have been selling the underwear retailer’s shares after it released a disappointing trading update.

    Management advised that based on year-to-date trading, including estimates for December, it expects half year revenue to be in the range of $30 million and $33 million. This represents a decline of between 31% to 37% on the $48.1 million recorded in the prior corresponding period.

    Things will be worse for its earnings, with management expecting its EBITDA to be a loss of between $9 million and $11 million. This compares to a profit of $11.3 million a year ago. Though, this half will include a $10 million provision for inventory obsolescence. It commented:

    The recent sales results were materially below expectations, and our efforts to clear older and slower-moving inventory were not successful. As a result, the Company has raised a $10 million obsolescence provision against this legacy stock. This inventory is now fully provisioned, and no further material provisions are anticipated at this stage.

    In light of the above, the ASX stock has withdrawn its FY 2026 EBITDA guidance and advised that no updated guidance will be issued at this stage. It will update the market once greater visibility over trading and inventory outcomes is available.

    The post Why these popular ASX stocks are making big moves on Thursday appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Nuix Pty Ltd right now?

    Before you buy Nuix Pty Ltd shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Nuix Pty Ltd wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

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

  • Guess which ASX 300 healthcare share is lifting off on $25 million news

    Excited elderly woman on a swing.

    S&P/ASX 300 Index (ASX: XKO) healthcare share Regis Healthcare Ltd (ASX: REG) is marching higher today.

    Shares in the residential aged care provider closed yesterday trading for $7.95. In morning trade on Thursday, shares are changing hands for $8.01 apiece, up 0.8%.

    For some context, the ASX 300 is up 0.4% at this same time.

    Here’s what’s catching investor interest today.

    ASX 300 healthcare share lifts on divestment news

    The Regis Healthcare share price is pushing higher after the company announced that it has entered into agreements with not for profit aged care and health services provider Ozcare to sell two residential aged care homes.

    The two assets are located at Ayr and Home Hill, both in Far North Queensland. Together, the two aged care facilities have 156 operational beds.

    The ASX 300 healthcare stock expects the sale to bring in a one-off pre-tax gain on sale of approximately $25 million. The company said this gain will be recognised in its FY 2026 financial results.

    Regis Healthcare expects the transaction to be complete by 1 March, subject to customary conditions.

    What did management say?

    Commenting on the divestment that looks to be boosting the ASX 300 healthcare share today, Regis managing director and CEO Linda Mellors said, “The divestment aligns with Regis’ strategy to optimise its national portfolio and recycle capital to support investment in high-demand, premium locations where we can deliver the greatest impact.”

    Mellors continued:

    We will work closely with Ozcare to ensure a smooth and respectful transition for residents, families, and staff, and to support continuity of care in Far North Queensland.

    Ozcare CEO Kevin Mercer added:

    We are delighted to welcome Ayr and Home Hill into the Ozcare family. These homes have a strong reputation for delivering quality care and supporting their local communities, which aligns perfectly with our mission to provide compassionate, person-centred services.

    This acquisition strengthens our presence in North Queensland and ensures continuity of care for residents, families, and staff. We look forward to building on the excellent foundations laid by Regis and continuing to enhance the wellbeing of those we serve.

    What’s been happening with the ASX 300 healthcare share?

    With today’s intraday increase factored in, Regis Health Care shares are up 33% in 2025.

    The ASX 300 healthcare share hit an all-time closing high of $9.22 on 19 September.

    Shares then crashed 26.3% the following trading day, 22 September.

    That sell-off followed news that the Australian government’s residential aged care funding boost of 4.7% was less than Regis had expected, which comes amid increased staffing costs.

    The post Guess which ASX 300 healthcare share is lifting off on $25 million news appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Regis Healthcare Limited right now?

    Before you buy Regis Healthcare Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Regis Healthcare Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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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.

  • Bendigo Bank shares fall despite RACQ deal

    Three happy multi-ethnic business colleagues discuss investment or finance possibilities in an office.

    Bendigo and Adelaide Bank Ltd (ASX: BEN) shares are on the slide on Thursday.

    In morning trade, the regional bank’s shares are down almost 1% to $10.01.

    Why are Bendigo Bank shares falling?

    Investors have been selling the bank’s shares this morning after responding negatively to a big announcement.

    According to the release, Bendigo and Adelaide Bank has agreed to acquire RACQ Bank’s retail lending assets and deposits.

    The purchase price will be based on book value of the transferring book at completion, which comprised $2.7 billion of retail loans and $2.5 billion of retail deposits at the end of June.

    The company notes that the asset and liability transfer is expected to be completed during the first half of 2027. It will be completed at book value and will be funded from cash reserves and will consume approximately 35bps of CET1 capital.

    Why make this acquisition?

    Management highlights that the acquisition of these retail lending assets and deposits from RACQ Bank, with over 90,000 customers, aligns with its strategy and is expected to contribute positively to its 2030 return on equity (ROE) target.

    It highlights that RACQ Bank has a strong deposit franchise with retail deposits representing 92% of the lending portfolio, and a high proportion of lower-cost deposits. The assets are expected to generate net interest income of ~$50 million to $55 million.

    Management believes that the simplification to one core banking system by the end of 2025 will enable efficient integration, minimising incremental costs, and leveraging existing migration and integration capabilities.

    The estimated migration and transaction costs are ~$25 million to $30 million after tax, with the majority to be incurred prior to completion of the transaction. Whereas the estimated incremental cost to service the transferring book will be ~$12 million to $14 million before tax.

    It also highlights that it increases geographic diversity, lifting Bendigo Bank’s Queensland exposure to 18% of its residential lending portfolio from 15%.

    Commenting on the deal, Bendigo and Adelaide Bank’s CEO and managing director, Richard Fennell, said:

    RACQ Bank’s strong deposit franchise and member focus complements Bendigo Bank’s own deposit franchise and longstanding focus on our customers and the community. This acquisition leverages our proven ability to efficiently integrate significant portfolios and is expected to drive improved shareholder returns through cost efficiencies and geographic diversification.

    The post Bendigo Bank shares fall despite RACQ deal appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Bendigo and Adelaide Bank Limited right now?

    Before you buy Bendigo and Adelaide Bank Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Bendigo and Adelaide Bank Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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

  • Why Telstra shares are a retiree’s dream

    Man holding Australian dollar notes, symbolising dividends.

    Telstra Group Ltd (ASX: TLS) shares may not be the most popular holding by retirees, but I think they’re a great choice for a number of reasons.

    For starters, the ASX telco share isn’t operating in an ultra-competitive sector like banking, nor is its profits linked to a volatile commodity price. I believe the outlook for good earnings growth is positive and the possibility of good dividends is even stronger.

    Let’s take a look at what makes the business so appealing.

    Appealing earnings profile

    Retirees may be tricked into thinking that a high dividend yield is always an attractive thing. But, there’s sometimes a danger that the profit of a business could go backwards significantly, hurting both the share price and the payout potential.

    Telstra went through a rough patch several years ago as the NBN took control of the cable infrastructure, substantially hurting the company’s profit margins on broadband customers.

    However, now that the transition has finished, Telstra’s earnings look much more defensive, and there’s growth too. Households and businesses seem to place a high importance on having an internet connection, giving Telstra resilient earnings.

    The company is regularly winning new subscribers and achieving a higher level of revenue from each of its customers, helping profit margins due to the operating leverage as it spreads the costs of its network across more users.

    In FY25, underlying earnings per share (EPS) grew 3.2% and the cash EPS jumped 12%.

    As the country becomes more connected with more devices, I expect Telstra’s earnings can noticeably rise in the coming years.

    Large dividend yield

    Receiving cash into the bank account with dividends is probably a key focus for retirees, and it’s one of the important ways that owners of Telstra shares are being rewarded.

    Telstra grew its annual dividend per share in FY22, FY23, FY24, and FY25.

    The 2025 financial year saw the company pay an annual dividend of 19 cents per share. That equates to a grossed-up dividend yield of 5.5%, including franking credits. That’s not the biggest yield on the ASX, but combine that with further growth in the coming years, and it’s a great starting point.

    Predictions for more passive income growth

    If the company is able to grow its profits, then the payouts could continue to rise as well.

    Telstra’s earnings are projected to continue rising, and the dividend could become much larger.

    The broker UBS is projecting Telstra could pay an annual dividend per share of 21 cents in FY26, which would be a grossed-up dividend yield of 6.1%.

    UBS forecasts the annual dividend per share could rise in every subsequent year until it reaches 30 cents in FY30. That’d be a grossed-up dividend yield of 8.7%, including franking credits. I think it’s a very appealing choice for retirees.

    The post Why Telstra shares are a retiree’s dream appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Telstra Corporation Limited right now?

    Before you buy Telstra Corporation Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Telstra Corporation Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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

  • Why are Vulcan Energy shares crashing 33% today?

    A man holds his head in his hands, despairing at the bad result he's reading on his computer.

    Vulcan Energy Resources Ltd (ASX: VUL) shares have returned from their trading halt on Thursday with a thud.

    In morning trade, the lithium developer’s shares are down 33% to $4.11.

    Why are Vulcan shares crashing?

    Investors have been selling the company’s shares today after it completed a major capital raising.

    According to the release, Vulcan has successfully completed its fully underwritten institutional placement and fully underwritten institutional entitlement offer.

    The institutional offer raised 398 million euros (A$710 million) from the issue of ~178 million new shares at $4.00 per new share. This represents a sizeable 34.7% discount to its last close price.

    The company notes that the institutional offer received strong support, with existing eligible institutional shareholders subscribing for approximately 23.2 million new shares. In addition, a number of new local and global institutions took part in the offer.

    The proceeds from the offer will be applied to the Phase One Lionheart development.

    Vulcan’s managing director and CEO, Cris Moreno, commented:

    We would like to thank our existing shareholders for their continued support and welcome our new shareholders onto the register, including strategic investors. “The Placement will enable Vulcan to transition from development phase into execution phase with project execution of Project Lionheart due to commence in the coming days.

    This is a lighthouse project for Europe, Lionheart is set to redefine lithium production, delivering Europe’s first fully domestic and sustainable lithium value chain. We look forward to providing further updates to our shareholders on the start of construction activities.

    Finance package

    Today’s institutional placement and entitlement offer complement the major finance package that Vulcan announced on Wednesday following the board’s positive final investment decision (FID) on the project.

    It revealed a financing package, inclusive of its capital raising, worth approximately 2,200 million euros (A$3,929 million).

    The bulk of this comes from a 1,185 million euros (A$2,116 million) senior debt funding package by a syndicate of 13 financial institutions. This comprises the European Investment Bank, five export credit agencies, and seven commercial banks.

    There are also German government grants totalling 204 million euros (A$364 million) and a 133 million euros (A$238 million) investment from a consortium for a 15% equity interest in the Phase One Lionheart Project.

    CEO Cris Moreno commented:

    Securing this financing package and taking a positive FID is a significant achievement in the history of Vulcan Energy. It will allow the Company to transition from development phase into execution phase with the construction of the commercial scale supply chain for Lionheart.

    A lighthouse project for Europe, Lionheart is set to redefine lithium production, delivering Europe’s first fully domestic and sustainable lithium value chain. It will also provide a clean and reliable source of renewable energy for local communities and industries in Germany’s Upper Rhine Valley.

    The post Why are Vulcan Energy shares crashing 33% today? 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.