Author: openjargon

  • How to build a $100,000 ASX share portfolio

    Happy man holding Australian dollar notes, representing dividends.

    Reaching your first $100,000 in the share market can feel like a huge milestone.

    And it is. But what surprises many investors is that the hardest part is not growing from $100,000 to $200,000. It is getting to that first $100,000 in the first place.

    The good news is that with the right approach, you can achieve this lofty goal.

    Focus on momentum

    One of the biggest mistakes new investors make is waiting for the perfect time to start.

    They watch the market, read the news, and hesitate. But building an ASX share portfolio is less about timing and more about momentum.

    Getting money invested and keeping it invested is what really matters. Even if your first few decisions are not perfect, taking action is what sets everything in motion.

    Build around a few strong ASX share ideas

    You do not need dozens of ASX shares to get started.

    In fact, starting with a handful of high-quality businesses or a couple of ETFs like the iShares S&P 500 AUD ETF (ASX: IVV) or Betashares Nasdaq 100 ETF (ASX: NDQ) can be a smarter approach. This keeps your portfolio manageable and allows you to focus on what you own.

    The goal early on is not necessarily diversification for its own sake. It is exposure to growth.

    As your portfolio grows, you can expand and refine it over time.

    Make consistency your advantage

    The real driver of reaching $100,000 is consistency.

    Regular contributions, even small ones, can make a big difference. Whether it is $200, $300, $500, or more each month, adding to your portfolio steadily builds momentum.

    This also helps remove the pressure of trying to time the market. You are investing through all conditions, which smooths out your average entry price.

    For example, $500 a month into ASX shares would turn into $100,000 in 10 years with an average annual return of 10%. However, it is worth remembering that no return is ever guaranteed.

    Reinvest and stay patient

    In the early stages, every dollar matters. Dividends should be reinvested, not spent. Gains should be left to compound. This is how your portfolio starts to accelerate.

    At first, progress can feel slow. But over time, compounding begins to take over, and growth becomes more noticeable.

    Patience is what allows this process to work.

    Avoid the big setbacks

    Building wealth is not just about what you gain. It is also about what you avoid losing.

    Chasing hype, overtrading, or reacting emotionally to market swings can set you back significantly. Staying disciplined and sticking to a plan is often more important than trying to maximise returns.

    It is also worth remembering that once you reach $100,000, the game changes.

    At that point, market returns start to contribute more meaningfully to your portfolio. Growth begins to feel easier because your money is doing more of the work.

    Foolish takeaway

    None of the above happens without getting started and staying consistent.

    That first $100,000 may seem like a long way off. But with the right habits, it can arrive sooner than you think.

    The post How to build a $100,000 ASX share portfolio appeared first on The Motley Fool Australia.

    Should you invest $1,000 in iShares S&P 500 ETF right now?

    Before you buy iShares S&P 500 ETF 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 iShares S&P 500 ETF 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 20 Feb 2026

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    Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF and iShares S&P 500 ETF and is short shares of BetaShares Nasdaq 100 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Whitehaven Coal announces US$900m notes issue and debt refinancing

    Two young African mine workers wearing protective wear are discussing coal quality while on site at a coal mine.

    The Whitehaven Coal Ltd (ASX: WHC) share price is in focus after the company priced US$900 million (around A$1.26 billion) in new Senior Secured Notes, aiming to cut its annual interest expense by up to A$55 million.

    What did Whitehaven Coal report?

    • Issued US$900 million in Senior Secured Notes via its subsidiary
    • Notes issued in two tranches: US$450 million at 6.25% (5.5 years) and US$450 million at 6.75% (8 years)
    • Proceeds to repay US$1.1 billion acquisition term loan facility and for general corporate purposes
    • Expected to lower overall cost of debt to approximately 6.3%
    • Anticipated annual interest savings of A$50–55 million

    What else do investors need to know?

    The new Notes offering will restructure Whitehaven’s debt profile, giving the company longer-term repayment schedules and a lower average interest rate. By using the proceeds to repay the acquisition term loan, Whitehaven expects more financial flexibility and a simpler capital structure.

    Settlement of the new Notes is scheduled for 22 April 2026 in New York, subject to standard closing conditions. After completion, Whitehaven’s net interest costs should be significantly reduced, potentially supporting future cash flows and operational funding requirements.

    What’s next for Whitehaven Coal?

    Whitehaven plans to finalise the Notes settlement and complete a new syndicated bank facility alongside the debt refinancing. This capital restructuring should put the company in a solid position to pursue its long-term growth strategies with more predictable financing costs.

    With a lower cost of capital and improved debt maturity profile, investors will be watching to see how Whitehaven leverages these changes for growth, shareholder returns, or further investments in its operations.

    Whitehaven Coal share price snapshot

    Over the past 12 months, Whitehaven Coal shares have risen 83%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 16% over the same period.

    View Original Announcement

    The post Whitehaven Coal announces US$900m notes issue and debt refinancing appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Whitehaven Coal Limited right now?

    Before you buy Whitehaven Coal 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 Whitehaven Coal 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 20 Feb 2026

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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.

  • Down 38% this year, is it finally time to buy low on CSL, ResMed and Pro Medicus shares?

    Three health professionals at a hospital smile for the camera.

    Three of Australia’s largest healthcare shares have continued their fall in 2026: 

    • Pro Medicus Ltd (ASX: PME) shares have dropped 38% year to date
    • CSL Ltd (ASX: CSL) shares are down 19% 
    • ResMed Inc (ASX: RMD) shares have fallen nearly 10%. 

    At what point do blue-chip stocks become too cheap to ignore?

    Let’s find out.

    Why are healthcare stocks in a free fall?

    It has been a rough stretch for ASX healthcare stocks like ResMed shares in the last year. 

    The S&P/ASX 200 Health Care (ASX:XHJ) index is down 28% in that span. 

    For comparison, the S&P/ASX 200 Index (ASX: XJO) is up nearly 16% in that same period. 

    There have been several headwinds weighing on sentiment in this period: 

    • Many healthcare stocks are growth companies. When interest rates rise, the future earnings that growth stocks are valued on get discounted more heavily, reducing their present value
    • Tariff pressure have also hurt ASX healthcare stocks
    • Many ASX healthcare giants earn significant revenues offshore (particularly in the US), so a stronger US dollar hurts the translation of those earnings back into Australian dollars.

    It’s important to note that these headwinds are not guaranteed to subside in the short-term. 

    But with a long-term lens, the current stock price for healthcare giants could be a value play. 

    Here’s what experts are saying. 

    Pro Medicus Ltd (ASX: PME)

    Pro Medicus is a provider of medical imaging technology globally. The company is recognised as a leading supplier of radiology information systems (RIS), picture archiving and communication systems (PACS), and advanced visualisation solutions for medical practices and hospitals.

    It remains down almost 60% from to 52-week highs, closing yesterday at $137.42. 

    Pro Medicus shares have a strong chance of rebounding based on analysts forecasts via TradingView. 

    The average price target of 14 analysts sits at $199.03 per share. 

    That’s 61% higher than current levels. 

    CSL Ltd (ASX: CSL)

    CSL is Australia’s largest healthcare stock. 

    It is a biotechnology company that develops and delivers biotherapies and vaccines. 

    Its share price is down 42% over the last year, and now could simply be too cheap to ignore. 

    At the time of writing, shares in CSL are trading for approximately $139.44. 

    This is almost 63% below the average fair price estimate from 16 analysts. 

    ResMed Inc (ASX: RMD)

    Finally, ResMed shares are another blue-chip healthcare stock worth buying low. 

    The company is a global leader in sleep technology.

    Its share price is down roughly 10% this year, trading today for approximately $32.70. 

    The team at Ord Minnett recently placed a $41.40 price target on ResMed shares. 

    If it reached this price, it would represent a 26% rise. 

    The post Down 38% this year, is it finally time to buy low on CSL, ResMed and Pro Medicus shares? appeared first on The Motley Fool Australia.

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

    Before you buy ResMed 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 ResMed 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 20 Feb 2026

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    Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and ResMed. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Viva Energy share price halted pending update on Geelong Refinery fire

    Woman with her hand out, symbolising a trading halt.

    Viva Energy Group Ltd (ASX: VEA) shares have entered a trading halt, pending an update about a significant fire at its Geelong Refinery.

    What did Viva Energy report?

    • No new financial results have been released in this announcement.
    • The company requested a trading halt on the ASX.
    • The trading halt is related to the impact of a significant fire at the Geelong Refinery.
    • Securities will remain halted until either the pending announcement or the open of trading on Monday, 20 April 2026.

    What else do investors need to know?

    Viva Energy Group has paused trading in its securities after a serious incident at its Geelong Refinery. The company said it will provide further details regarding the fire and its potential impact in an upcoming announcement.

    This move aims to ensure all investors have equal access to material information before trading resumes. Viva Energy said it is not aware of any other information that needs to be disclosed at this time.

    What’s next for Viva Energy?

    Until the company releases its update, trading in Viva Energy shares will remain halted. Investors should watch for the forthcoming announcement for clarity on the extent of the fire’s impact and the company’s next steps.

    Once disclosed, more information may help the market re-assess any operational or financial effects stemming from the incident.

    Viva Energy share price snapshot

    Over the past 12 months, Viva Energy shares have risen 65%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 16% over the same period.

    View Original Announcement

    The post Viva Energy share price halted pending update on Geelong Refinery fire appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Viva Energy Group Limited right now?

    Before you buy Viva Energy Group 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 Viva Energy Group 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 20 Feb 2026

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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.

  • Should you buy Boss Energy shares for uranium exposure?

    A man rests his chin in his hands, pondering what is the answer?

    There are plenty of options for investors to choose from in the uranium industry.

    One popular share in the space is Boss Energy Ltd (ASX: BOE). But is it an ASX share to buy now for uranium exposure?

    Let’s see what Bell Potter is saying about the uranium producer following its production update this week.

    What is the broker saying?

    Bell Potter notes that Boss Energy has downgraded its production guidance for FY 2026 due to several rain events. It said:

    BOE have reduced its production guidance of 1.6Mlbs for FY26 to 1.4-1.45Mlbs (drummed). The downgrade is in relation to several rain events which impacted site access (and importantly reagent deliveries) in March 2026.

    Costs remain within guidance of C1 A$36- 40/lb and AISC A$60-64/lb, however, are likely to track to the upper end of the range. The rainfall event also impacted construction of NIMCIX column 4, however BOE are targeting the completion of 4 & 5 by the end of FY26. Transportation and deliveries to site have now resumed.

    Reading between the lines, the broker remains optimistic that a major upcoming potential share price catalyst is still in play. It explains:

    The downgrade represents a 24-15% revision on production for the 3Q (assuming 4Q production was 490-520klbs).and a 9.3-12.5% downgrade on FY26 guidance. We suspect that the quarter was impacted by more than weather, with previously flagged decline in leach tenors, however it is difficult to tell. The reagent disruption has resulted in the drop in pH in the IX columns, which will take some time to restabilize, hence the flow on impacts through to 4QFY26.

    There appears to be no slippage in the timeline for results of the upcoming wide-spaced drill pattern test work, which is due for release around June. This is the key, near-term catalyst for the story, with success or failure beyond 1.6Mlbpa processing rates resting on the result. On a recent site visit we were pleased to hear examples of ~100m spacings being utilized in Kazakhstan.

    Should you buy Boss Energy shares?

    According to the note, the broker has retained its buy rating on Boss Energy shares with a trimmed price target of $1.80 (from $1.95).

    Based on its current share price of $1.57, this implies potential upside of almost 15% for investors over the next 12 months.

    Commenting on its buy recommendation, Bell Potter said:

    We continue to see the market positioning for a negative outcome in the upcoming wide-spaced wellfield program, creating an asymmetric risk opportunity in our opinion. Adding to this thesis, the continued increase in uranium prices (Spot US$88/lb or A$124/lb and Term US$89/lb A$125/lb), increases near-term margins and cashflow, further bolstering the balance sheet.

    The post Should you buy Boss Energy shares for uranium exposure? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Boss Energy Ltd right now?

    Before you buy Boss Energy 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 Boss Energy 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…

    * Returns as of 20 Feb 2026

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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.

  • 3 ASX gold shares to buy after the recent pullback

    Woman with gold nuggets on her hand.

    ASX gold shares surged during 2025 as investors flocked to the safe-haven asset. 

    However since the commodity price peaked in late January, it has declined significantly. 

    Along with it, many ASX gold shares have dropped too. 

    According to VanEck, this kind of movement is typical of similar geopolitical events. 

    Gold’s March performance surprised many investors. Despite a sharp escalation in geopolitical tensions, gold prices pulled back after briefly retesting record highs. That kind of price action may seem counterintuitive, but it is not unusual in periods of crisis.

    VanEck reinforced that gold and gold equities have come under pressure, but once the current period of volatility subsides, the same drivers that supported gold above US$5,000 remain in place.

    With that in mind, here are three ASX gold shares generating positive outlooks from experts. 

    Brightstar Resources Ltd (ASX: BTR)

    Brightstar Resources Ltd. is a gold development company. It is currently working on bringing its Sandstone and Goldfields projects in Western Australia into production. 

    Recently, the team at Canaccord Genuity placed a $2.40 price target on this ASX gold stock. 

    Analysts said its recent capital raise means the company should be “comfortably funded” through to first gold production.

    From yesterday’s closing price of $0.41, this price target indicates a big upside potential of more than 480%. 

    Saturn Metals Ltd (ASX: STN)

    This ASX gold stock is primarily focused on its 100% owned Apollo Hill Gold Project, located in Western Australia.

    The stock price has doubled over the last 12 months. 

    It is also drawing a positive outlook from Canaccord Genuity, driven by three shifts: 

    • Decades of management experience reduces risk
    • WA offers ideal conditions
    • Modern workflows assess heap leach viability earlier and more accurately.

    Subsequently, the broker has a speculative buy rating and a price target of $1.00 a share.

    From yesterday’s closing price of $0.56, this indicates a potential further gain of 78%. 

    Evolution Mining Ltd (ASX: EVN)

    Evolution Mining is another ASX gold stock with upside, this time, according to the team at Bell Potter. 

    It is one of Australia’s largest listed gold miners. The company engages in exploration, development, and production activities in both Australia and Canada.

    The team at Bell Potter recently retained its buy rating on the ASX 200 gold stock with a price target of $16.45 following the company’s quarterly report. 

    From yesterday’s closing price of $14.45, this indicates a healthy 14% upside.

    The broker is also forecasting an attractive 3.5% dividend yield over the period.

    The post 3 ASX gold shares to buy after the recent pullback appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Brightstar Resources Ltd right now?

    Before you buy Brightstar Resources 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 Brightstar Resources 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…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has 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.

  • Why I’d buy these ASX 200 stocks if I were a beginner

    A smiling woman sits in a cafe reading a story on her phone about Rio Tinto and drinking a coffee with a laptop open in front of her.

    Starting out in the share market can feel like a lot to take in.

    For me, the focus would be on finding businesses that are easy to understand, have clear long-term drivers, and offer a mix of stability and growth. That kind of foundation can make it easier to stay invested and build confidence over time.

    Here are four ASX 200 stocks I think fit that approach.

    Hub24 Ltd (ASX: HUB)

    Hub24 is a platform business that sits behind how many Australians invest their money.

    It provides technology and administration services to financial advisers, allowing them to manage client portfolios more efficiently. That might not be something most investors see directly, but it plays an important role in the broader investment ecosystem.

    What stands out to me is the structural shift taking place. More advisers are moving toward platform-based solutions, and funds under administration tend to grow as more clients and assets come onto the platform. That creates a growth profile that builds over time.

    For a beginner, I think this is a useful example of a business that benefits from a broader industry trend rather than relying on a single product or outcome.

    BHP Group Ltd (ASX: BHP)

    BHP offers exposure to something very different. It is one of the world’s largest mining companies, producing commodities like iron ore and copper that are essential to the global economy.

    What I like here is the simplicity of the underlying demand. These are materials that support infrastructure, construction, and the transition toward electrification. While commodity prices can move around, the long-term need for these resources remains.

    BHP also provides income through dividends, which can be appealing for investors looking to build income over time.

    Macquarie Group Ltd (ASX: MQG)

    Macquarie is a more complex business, but I think it is a good example of how diversification can work within a single company.

    This ASX 200 stock operates across asset management, infrastructure, energy, and financial services, with a global footprint.

    What I like is its ability to evolve. Macquarie has a long history of identifying areas of growth and allocating capital accordingly. That flexibility allows it to adapt as markets change, which I think is valuable over the long term.

    For a beginner, it offers exposure to a wide range of activities without needing to pick each one individually.

    Commonwealth Bank of Australia (ASX: CBA)

    Lastly, Commonwealth Bank is one of the most recognisable companies on the ASX.

    It has a dominant position in the Australian banking sector and generates earnings through lending, deposits, and financial services.

    What I like here is the consistency. The bank has delivered strong returns over time and pays regular dividends, which can help provide a steady foundation for a portfolio.

    It also gives beginners exposure to the financial sector, which plays a central role in the economy.

    Foolish Takeaway

    For a beginner, building a portfolio comes back to choosing businesses that are understandable and supported by long-term trends.

    Hub24 benefits from the shift toward platform-based investing, BHP provides exposure to essential global resources, Macquarie offers diversification and adaptability, and Commonwealth Bank adds stability and income.

    They are not the only ASX 200 stocks worth considering, but I think they provide a solid starting point for anyone looking to begin their investing journey.

    The post Why I’d buy these ASX 200 stocks if I were a beginner appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BHP Group right now?

    Before you buy BHP Group 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 BHP Group 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 20 Feb 2026

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

  • AMP posts Q1 2026 results, launches $150m buyback

    A man and woman in an office look at a laptop and discuss investing, budget strategies or other financial concepts

    The AMP Ltd (ASX: AMP) share price is in the spotlight today, with first quarter 2026 results showing 45% growth in Platforms net cashflows to $1.1 billion and improved Superannuation & Investments (S&I) net cash outflows down to $80 million, a 26% year-on-year improvement.

    What did AMP report?

    • Platforms net cashflows increased 45% to $1.1 billion (1Q25: $740 million)
    • Superannuation & Investments net cash outflows improved 26% to $80 million (1Q25: $108 million)
    • New Zealand Wealth Management net cashflows were $41 million (1Q25: $57 million)
    • China Life Pension Company AUM up 17% to ~RMB 2.4 trillion (~A$515 billion)
    • AMP Bank GO deposits rose to $942 million, up $632 million from 4Q25
    • Total AUM across wealth businesses at $155.9 billion; AMP Bank loan book steady at $24.1 billion

    What else do investors need to know?

    AMP has launched a $150 million on-market share buyback, aiming to return surplus capital to shareholders. The release of the North Interactive Wealth Portal is one of several enhancements to AMP’s Platforms, delivering new features for advisers that have contributed to positive cashflow momentum.

    In the superannuation space, AMP expanded its employer offer for small and medium businesses, in partnership with leading payroll providers, to enhance member retention and acquisition. In New Zealand, cashflows reflected market uncertainty, but the company is targeting opportunities in the retirement segment.

    What did AMP management say?

    AMP Chief Executive Blair Vernon said:

    Accelerating organic growth in our wealth businesses is one of my top priorities. The continued improvement in cashflows across Platforms and Superannuation & Investments demonstrates the momentum that we have… I’m pleased that our $150 million share buyback is now commencing, demonstrating our commitment to returning surplus capital to our shareholders.

    What’s next for AMP?

    Looking ahead, AMP expects AMP Bank GO deposits to surpass $1.5 billion for the full year 2026 while maintaining its existing market guidance elsewhere, subject to broader market conditions. The company is focused on deepening adviser relationships, improving operational leverage in its platforms, and exploring capital relief strategies for the bank to enhance returns.

    AMP is also planning to build on its position in China and leverage retirement expertise in New Zealand, responding to ongoing sector tailwinds despite recent market headwinds and shifts in client sentiment.

    AMP share price snapshot

    Over the past 12 months, AMP shares have risen 26%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 16% over the same period.

    View Original Announcement

    The post AMP posts Q1 2026 results, launches $150m buyback appeared first on The Motley Fool Australia.

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

    Before you buy AMP 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 AMP 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 20 Feb 2026

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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.

  • Netwealth Group lifts FUA to $125.8B with strong quarterly flows

    Smiling man sits in front of a graph on computer while using his mobile phone.

    The Netwealth Group Ltd (ASX: NWL) share price is in focus today as the wealth management platform posted $4.0 billion in FUA net flows and boosted total funds under administration (FUA) to $125.8 billion, up 20.9% year-on-year.

    What did Netwealth Group report?

    • Total FUA at 31 March 2026 of $125.8 billion, up 20.9% on the prior corresponding period (PCP)
    • FUA net inflows of $7.6 billion for the quarter, up 19.4% on PCP
    • Managed Account net flows reached $1.2 billion, up 34.8% on PCP
    • Total number of accounts rose 13.4% year on year to 176,675
    • Total FUM (funds under management) increased to $31.8 billion, up 28.5% on PCP
    • Non-custodial FUA up 56.6% year on year to $1.2 billion

    What else do investors need to know?

    Netwealth’s positive flow momentum came despite a tough quarter for markets, with the ASX All Ordinaries sliding 3.7%. The business added 41 new intermediary relationships and 4,454 new client accounts during the period, indicating strong ongoing demand for its platform.

    Key strategic initiatives progressed during the quarter included the pilot phase of Netwealth’s individual HIN solution for private wealth clients and numerous platform enhancements, such as new onboarding, workflow, and reporting capabilities. These innovations aim to boost adviser efficiency and client satisfaction.

    What’s next for Netwealth Group?

    Looking ahead, Netwealth expects FUA net flows for FY26 to remain broadly in line with FY25, and projects an EBITDA margin of approximately 49% (excluding any First Guardian impacts). The business is investing around $12 million in capitalised software development and plans to base future dividends on underlying earnings, excluding any one-off items.

    Management says the business remains highly profitable and cash generative, supported by recurring revenue and a strong balance sheet. They also see a sizeable opportunity in the Australian broking market as they prepare to launch the individual HIN solution more broadly in July 2026.

    Netwealth Group share price snapshot

    Over the past 12 months, Netwealth shares have declined 6%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 16% over the same period.

    View Original Announcement

    The post Netwealth Group lifts FUA to $125.8B with strong quarterly flows appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Netwealth Group Limited right now?

    Before you buy Netwealth Group 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 Netwealth Group 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 20 Feb 2026

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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 Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

  • PLS Group prices US$600m in senior notes for growth and refinancing

    A businessman looking at his digital tablet or strategy planning in hotel conference lobby. He is happy at achieving financial goals.

    The PLS Group Ltd (ASX: PLS), formerly known as Pilbara Minerals, share price is in focus today as the company announced the successful pricing of its US$600 million 6.875% Senior Notes due 2031, up from earlier plans for a US$500 million offer.

    What did PLS Group report?

    • Priced US$600 million Senior Unsecured Notes, due 2031, at 6.875% annual interest
    • Initial offer size increased by US$100 million from US$500 million
    • Settlement expected on 22 April 2026, subject to customary closing conditions
    • Interest payable semi-annually, starting 1 November 2026
    • Certain wholly-owned subsidiaries will guarantee the Notes
    • Proceeds to refinance A$375 million drawn on revolving credit facility and for general use

    What else do investors need to know?

    The move will allow PLS Group to refinance its existing A$375 million balance on its A$1 billion revolving credit facility. Upon closing the Notes offering, the size of this facility will be reduced to A$500 million, strengthening the company’s capital structure and flexibility.

    PLS Group remains a major player in global lithium supply with its large-scale Pilgangoora operation in Australia and a strategic joint venture with POSCO in South Korea to produce battery-grade lithium hydroxide. The company’s assets and partnerships put it at the forefront of the fast-growing battery materials sector.

    What’s next for PLS Group?

    With proceeds from the Notes partially allocated to refinance existing debt and the remainder for broader corporate purposes, PLS Group looks set to maintain its investment in current projects and potential new opportunities in lithium. The company remains committed to advancing its role in the global energy transition and building on relationships with leading international partners.

    Investors can expect PLS Group to focus on sustainable growth and maintaining a competitive position in battery materials, supported by prudent capital management and a robust asset base.

    PLS Group share price snapshot

    Over the past 12 months, PLS Group shares have risen 293%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 16% over the same period.

    View Original Announcement

    The post PLS Group prices US$600m in senior notes for growth and refinancing appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Pilbara Minerals Limited right now?

    Before you buy Pilbara Minerals 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 Pilbara Minerals 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 20 Feb 2026

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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.