Author: openjargon

  • Vibe coding startups face a big copycat risk, says a founder who sold his company for $80 million

    Base 44
    Maor Shlomo sold his vibe-coding startup for $80 million. He warns that these tools are easy to copy, making them risky bets.

    • A vibe coding startup founder says vibe coding tools are easy to clone.
    • Startups built only on prompting an LLM or light fine-tuning could struggle to defend their business.
    • Maor Shlomo's comments come as vibe coding platforms continue to gain traction.

    Maor Shlomo, who built a vibe coding startup and sold it for about $80 million, has a warning for the fast-growing vibe coding market: These tools are easy to clone, and that makes them fragile businesses.

    The founder and CEO of Base44 said in an episode of "20VC" podcast published Monday that "it's relatively easy to create a vibe coding tool."

    Vibe coding tools enable anyone to build software by simply prompting AI. But Shlomo said the part users see — the magic moment when an interface appears — is the easiest piece to replicate.

    "Every feature that we put out, we know that's going to take either a few weeks or a few months for competitor to copy," he added.

    Shlomo founded Base44 as a bootstrapped project that quickly hit hundreds of thousands of users. In June, it was acquired by Wix, a web development company, for about $80 million.

    Wix said in its second-quarter results in August that Base44 was on track to reach $40 to $50 million in annual recurring revenue by the end of 2025.

    Shlomo said on the podcast that startups that rely on clever prompting or fine-tuning an existing LLM could struggle to defend their business. "It's going to be hard to have a moat," he said.

    What is difficult to replicate is the underlying infrastructure behind a tool, such as a built-in database, authentication system, user management, and analytics, he added.

    "It's very, very, very hard to create a platform that could help people build products they'll actually use, that are functional, that are complex enough for real-world use cases," Shlomo said.

    "For that, you need many layers of integrations. You need to adapt and tune the agent to handle very complex projects," he added. "It's going to take you, like, hundreds or thousands of prompts to get to something that you're going to use day-to-day."

    The rise of vibecoding tools

    Shlomo's comments come as vibecoding tools continue to gain traction in the tech world, with startups and investors pouring serious money into them.

    A recent a16z analysis of startup spending shows a noticeable shift toward vibecoding platforms. According to the October report, Replit, Cursor, Loveable, and Emergent were among the top 50 AI-native applications based on spending data. Replit ranked third in total spend, behind OpenAI and Anthropic.

    "Vibe coding is no mere consumer trend — it has landed in workplaces," wrote the three a16z staff who authored the report.

    The findings came from an a16z partnership with Mercury, a fintech that provides banking and payment tools to startups. The analysis draws on transaction data from more than 200,000 Mercury customers between June and August.

    Investors are also betting big on vibecoding. Replit announced in September that it raised a $250 million round at a $3 billion valuation, nearly tripling its valuation since its last round in 2023. Lovable closed a $200 million Series A in July that valued it at $1.8 billion, according to PitchBook. Cursor, one of the biggest players in the vibe coding space, announced earlier this month that it had raised a $2.3 billion round at a $29.3 billion valuation.

    Read the original article on Business Insider
  • Buy this ASX tech stock before it’s too late: Bell Potter

    a man in a business suite throws his arms open wide above his head and raises his face with his mouth open in celebration in front of a background of an illuminated board tracking stock market movements.

    If you are wanting exposure to the beaten down tech sector, then it could be worth looking at the ASX tech stock in this article.

    That’s because analysts at Bell Potter see potential for its shares to rise strongly from current levels.

    Which ASX tech stock?

    The stock in question is airports and utilities software provider Gentrack Group Ltd (ASX: GTK).

    Bell Potter was pleased with the company’s FY 2025 results, noting that they were largely in line with expectations. It said:

    GTK’s FY25 was largely in-line with consensus revenue/EBITDA at $230.2m/$27.8m respectively (-4% vs. BPe EBITDA). Positive pipeline commentary drove a strong share price reaction, which provided improved visibility on near-term project win/growth outlook.

    Group revenue grew 8% to $230.2m, in-line with guidance/consensus (- 1% vs. BPe); Utility revenue increased 7% to $193.4m, which was underpinned by 12% recurring revenue growth somewhat offset by a -5% decline in project revenues (reflecting strong pcp); 2H25 was a record half for Utility project revs. Veovo revenue increased +15% to $36.8m on both ARR/NRR growth (+27% ex. Hardware sales)

    Another positive for the broker was its outlook commentary. It highlights that the ASX tech stock’s sales pipeline has improved significantly in recent months. Bell Potter adds:

    GTK’s pipeline has developed considerably since it’s last update; it is currently a “preferred” vendor at 3 prospects, shortlisted at 3 others, and well placed at 4 others for 2026 counterparty decisions. These opportunities represent ~30m meter points in total; winning 3-4 would set up strong FY27 growth according to GTK. EPS changes in following the result are -1%/+2%/+8% through FY26e-28e respectively on a broad mix of mix shift across segments and increased amortisation.

    Time to buy

    According to the note, the broker has responded to the update by reiterating its buy rating with an improved price target of $11.00 (from $9.80).

    Based on its current share price of $8.49, this implies potential upside of almost 30% for investors from current levels.

    Commenting on its buy recommendation, Bell Potter said:

    Our TP rebounds to A$11.00 on roll fwd of DCF and earnings upgrades following pipeline commentary which has provided greater visibility on potential project revenue growth as well as go-live proof-points for GTK to reference in g2.0 discussions. A positive growth outlook for GTK is underpinned by rapidly shifting energy consumption and production trends, driving increased complexity in energy grids which is meeting technical debt within legacy billing platforms.

    The post Buy this ASX tech stock before it’s too late: Bell Potter appeared first on The Motley Fool Australia.

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

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

  • Morgans just upgraded these ASX 200 shares

    A man holding a cup of coffee puts his thumb up and smiles while at laptop.

    The team at Morgans has been busy looking at a number of ASX 200 shares following recent update.

    Two that have fared well and have been upgraded by the broker are named below. Here’s what it is saying about them:

    Lovisa Holdings Ltd (ASX: LOV)

    The first ASX 200 share to get an upgrade from Morgans is fashion jewellery retailer Lovisa.

    While the company’s trading update was a touch softer than it was expecting, it acknowledges that its sales growth has been very strong so far in FY 2026. Especially in such a tough economic environment.

    So, with its shares taking a tumble, the broker has upgraded them to a buy rating with a trimmed price target of $40.00. Based on its current share price, this suggests that upside of approximately 30% is possible.

    Commenting on its recommendation, Morgans said:

    LOV provided a trading update for the first 20 weeks of FY26 which was slightly below expectations. LFL sales have slowed in the last 12 weeks and store rollout was a little bit slower than expectations, but total sales growth remains strong (over 20%). We see very few Australian retailers able to deliver +20% sales growth in light of the ongoing challenging retail trading conditions. Given the share price weakness, we have upgraded to a BUY from an ACCUMULATE.

    We see this as a great opportunity to buy this high quality retailer with a global store rollout opportunity trading back around its average 10-year 1-year forward PE multiple (~31x), offering ~20% EPS growth CAGR over the next 3 years. We have lowered our price target to $40 (from $44.50) driven by moving back to 50/50 weighting EV/EBIT and DCF valuation.

    Megaport Ltd (ASX: MP1)

    Morgans was pleased with this network-as-a-service provider’s performance so far in FY 2026, highlighting that its net revenue retention (NRR) and annual recurring revenue (ARR) have grown strongly since the end of the last financial year.

    In addition, it has updated its forecasts to reflect the acquisition of Latitude.sh and its network expansion into the India market.

    This has led to Morgans upgrading its shares to a buy rating with a $17.00 price target. This implies potential upside of 22% for investors over the next 12 months.

    Commenting on its upgrade, the broker said:

    We update our forecasts to include MP1 recent capital raising, acquisition of “Compute-as-a-Service” provider Latitude.sh and network expansion into India. The acquisitions accelerate revenue and EBITDA growth while the core MP1 business keeps improving. Since June 2025 NRR (net revenue retention) has lifted 2 ppts to 109%. Revenue and ARR (annual recurring revenue) growth is strong. We upgrade to a BUY recommendation and our target price moves to $17.

    The post Morgans just upgraded these ASX 200 shares appeared first on The Motley Fool Australia.

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

    Before you buy Lovisa Holdings 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 Lovisa Holdings 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 positions in Lovisa and Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa and Megaport. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • This ASX mining stock has soared 479% in just one year and high-grade gold hits are now flowing in

    Happy man in high vis vest and hard hat holds his arms up with fists clenched celebrating the rising Fortescue share price

    Felix Gold Ltd (ASX: FXG) has become one of the ASX’s standout performers over the past twelve months.

    Shares in this mineral explorer have ballooned by nearly 500% in just one year, climbing to $0.41 per share at the time of writing.

    Not surprisingly, this surge has outperformed the broader market handsomely, with the All Ordinaries Index (ASX: XAO) rising by 1.64% during the same period.

    This rally has been fuelled by progress at the group’s Treasure Creek antimony and gold project in Alaska.

    In essence, this ASX mining stock has been reporting a swathe of rich antimony intercepts from exploration drilling.

    These outcomes could pave the way for Felix to become the first antimony producer in the US in more than three decades.

    Strategic mineral

    Antimony is traditionally used in flame-retardant materials and several other products, like lead storage batteries, munitions, and ceramics.

    However, it is also utilised in various modern-day technologies such as solar panels.

    Supply of antimony is heavily concentrated, with about 95% of global output coming from China, Russia, and Tajikistan.

    And late last year, China implemented a total ban on antimony exports to the US.

    This geopolitical setting could create a strategic opportunity for Felix.

    More specifically, the antimony from Treasure Creek could potentially become a supply source for the US market.

    However, the project also holds a sizeable 831,000-ounce gold resource.

    And an extensive drilling campaign just delivered further significant gold hits.

    What happened?

    Felix recently completed more than 120 drill holes at Treasure Creek, with results from 10 holes announced this morning revealing shallow and high-grade gold intercepts.

    One hole returned a 13.75 metre interval grading 7.69 grams per tonne gold, including a richer 4.89m zone grading 20.42 g/t gold.

    Another hole served up a broad 47.25m intercept at 1.08 g/t gold.

    Management noted that the gold mineralisation is strongly linked to structures that also host high-grade antimony, with the gold shaping a broader halo around the antimony.

    Felix Gold Executive Director, Joe Webb, commented:

    The geology is particularly encouraging. We’re seeing high-grade gold within the same structures that host our antimony mineralisation, with gold forming broader halos around these zones. The 13.75m @ 7.69 g/t intersection in hole 001, including 4.89m @ 20.42 g/t, demonstrates the grade potential within these weathered breccia structures.

    What next for this ASX mining stock?

    Treasure Creek sits within the Fairbanks mining district of Alaska.

    This prolific geological region is renowned for producing over 16 million ounces of gold historically.

    And Felix is the largest landholder in this infrastructure-rich district.

    The ASX mining stock now plans to incorporate the gold and antimony results from 2025 into an expanded resource database.

    Samples from the recently concluded drilling program have been submitted to the lab for multi-element analysis, including antimony.

    Gold results from 113 drill holes also remain pending.

    The post This ASX mining stock has soared 479% in just one year and high-grade gold hits are now flowing in appeared first on The Motley Fool Australia.

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

    Before you buy Felix Gold 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 Felix Gold 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 Bart Bogacz 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.

  • Michelle Obama says no one should see turning 35 as a deadline for marriage or success

    Michelle Obama
    Michelle Obama

    • Michelle Obama says it's time to stop treating 35 as the age when everything should be figured out.
    • "I would just say there are no 'shoulds'. There are so many ways to live a happy, fulfilling life," she said.
    • Moreover, much of what shapes the future comes down to circumstances beyond one's control, she added.

    Michelle Obama wants people to stop stressing about turning 35.

    In a clip released on Tuesday from her podcast "The Look," Obama sat down with guests Jane Fonda and Bethann Hardison to reflect on the advice she'd give her 35-year-old self.

    "I would tell myself to enjoy this age, the struggles that you feel like you have at this age," Obama said. "Because mid-30s are when you may think that your career should be further along than it should be, because now you think you are starting to feel old, and you think that the time is starting to tick."

    Many people begin to feel a sense of urgency at that age, thinking they should have already reached milestones like marriage or starting a family, she said.

    "I would just say there are no 'shoulds'. There are so many ways to live a happy, fulfilling life," she said.

    There are both positives and negatives to being married or to being a parent, and "none of that makes you who you are," Obama said.

    Moreover, much of what shapes the future comes down to luck and circumstances beyond one's control, she added.

    "Will you find love if you haven't found it? Who knows? You could hook up and marry somebody. That is the worst mistake you'll make. You just have to keep learning how to adapt," she said.

    Despite the pressure many feel at that age, 35 is still "really, really young," Obama said.

    "You have so many more chapters, and they will look completely different. So don't get caught up on what is or isn't happening now because the future has so much waiting in store," she said.

    Obama joins a growing group of women in Hollywood who are pushing back against age-related expectations.

    Speaking to Porter magazine in November 2023, Anne Hathaway said she was once told her career "would fall off a cliff at the age of 35."

    During a "Today" show interview in November 2024, Lauren Sánchez Bezos said she never expected to have so much to look forward to in life after turning 50.

    "When I was 20, I thought, 'Oh my gosh, life is over at 50.' Let me tell you: It is not, ladies. It is not over," she said.

    Read the original article on Business Insider
  • Ukrainians are live-testing a drone truck that can scoot and shoot with a .50 caliber gun turret

    A Protector UGV holds position while its turret fires on a target at a firing range.
    The Protector UGV is seen with a mounted M2 Browning machine gun firing on a target at a range.

    • Ukrainians are experimenting with ground drones to make a remotely piloted attack truck.
    • Ukrainian Armored Vehicles released test footage of its Protector drone with an M2 Browning turret.
    • It's a combination of two emerging technologies on Ukraine's battlefield.

    A Ukrainian company is creating a drone truck that can remotely drive up to the battlefield and rain .50 caliber rounds on its target, all without needing a human driver or gun operator on board.

    Ukrainian Armored Vehicles, based in Kyiv, released footage on Monday of the Protector, its uncrewed ground vehicle, conducting firing range tests with a Tavria-12.7 turret.

    The Tavria-12.7 is a remotely controlled turret that uses the M2 Browning machine gun. Like most remote-controlled gun turrets, it's typically mounted on armored carriers with human operators inside, allowing them to shoot from the safety of the vehicle's interior.

    But by combining the two uncrewed technologies, Ukrainian Armored Vehicles said it's turned its drone truck into a "full-fledged combat unit."

    "We got good results both in static shooting and in moving shooting from different distances," Vladyslav Belbas, the firm's general director, said in the company's statement.

    Both the Protector and Tavria-12.7 have already been codified, or approved for military use, by Ukraine's defense ministry. The measure allows Ukrainian units and developers to officially acquire and integrate these weapons and platforms into active combat.

    According to the defense ministry, the Protector can be remotely driven for up to 400 km, or about 250 miles, and carry a payload of 700 kg, or 1,543 pounds.

    Without the need for a driver's cabin, there's enough space for roughly eight people to sit on the Protector's bed.

    When the truck was unveiled in September 2024, Ukrainian Armored Vehicles said it featured NATO-standard Level 1 ballistic protection, which means it can withstand fire from rifles or smaller caliber guns, but not armor-piercing or heavy machine gun rounds.

    The company added at the time that the Protector's 190-horsepower engine can bring the truck to a top speed of 37 miles per hour.

    As for the Tavria-12.7, Ukraine's defense ministry said in November 2024 that the turret can operate at night or during the day, and is protected by armor that can withstand small arms fire and shrapnel.

    The Protector was initially presented as a logistics drone, allowing Ukrainians to evacuate the wounded or carry vital equipment in areas that would be dangerous for human soldiers.

    But Ukrainian Armored Vehicles also hinted at the time that the truck could be used as a combat vehicle, releasing renderings of the Protector mounted with machine guns or anti-tank missiles.

    An artist's rendering shows the Protector UGV on a grassy plain with two missile launchers mounted on its bed.
    A rendering of the Protector with mounted missile launchers.

    Uncrewed ground vehicles, or UGVs, have proliferated on Ukraine's battlefield as the war remains largely stagnant, with slow, grinding fights over small pieces of territory along the front lines.

    Both sides are now increasingly turning to automation and cheap, remotely controlled tech to reduce attrition among their resources and troops. Russian soldiers have also been deploying their own UGVs.

    In the last two years, Ukrainian developers have debuted combat UGVs that are typically tracked or smaller, wheeled platforms carrying rifles, gun turrets, or missile launchers.

    A truck-based platform should be faster than most of its competitors and allow the ground drone to carry significantly more weight, although its larger profile may make it easier to spot and hit.

    Read the original article on Business Insider
  • Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares

    Young man with a laptop in hand watching stocks and trends on a digital chart.

    If you have space in your portfolio for some new additions, it could be worth hearing what analysts are saying about the ASX shares in this article, courtesy of The Bull.

    Let’s see if they are buys, holds, or sells right now:

    CSL Ltd (ASX: CSL)

    The team at MPC Markets rates this biotechnology giant as a hold despite its significant pullback. However, it thinks investors should be keeping a close eye on CSL’s progress as it does have a strong track record. It explains:

    Uncertainty continues to surround this biopharmaceutical giant after the share price plunged following its 2025 results. It recently cut revenue and profit growth forecasts for fiscal year 2026. Its Seqirus influenza vaccines division is under pressure from a decline in vaccination rates in the US. However, plans to reduce fixed costs and enhance efficiencies were initially earmarked to save more than $500 million by fiscal year 2028.

    The company is undertaking a buy-back program of up to $750 million in fiscal year 2026. CSL shares have fallen from $271.32 on August 18 to trade at $178.82 on November 19. At these levels, we suggest holding CSL and monitor performance of a company that has a solid track record of performance over the longer term.

    Lynas Rare Earths Ltd (ASX: LYC)

    Over at Ord Minnett, its analysts think this rare earths producer’s shares are expensive and that investors should be hitting the sell button. They said:

    Lynas is the only significant producer of separated rare earths materials outside of China. Gross sales revenue of $200.2 million in the first quarter of fiscal year 2026 was up on the prior quarter and the prior corresponding period, but missed consensus. The shares have fallen from $21.64 on October 15 to trade at $15.51 on November 19. In our view, the shares remain overvalued, so investors may want to consider cashing in some gains.

    Sigma Healthcare Ltd (ASX: SIG)

    One ASX share that Ord Minnett is positive on its Sigma Healthcare. It has put a buy rating on the Chemist Warehouse owner’s shares.

    The broker is very positive on the company’s outlook due to its international expansion and private label strategy. It explains:

    The healthcare giant reported normalised earnings before interest and tax of $834.5 million in fiscal year 2025, up 41.4 per cent on the prior corresponding period. Beyond the strong earnings, SIG’s result was underpinned by operating cashflow of $599 million, better than expected net debt of $752 million and a positive outlook. SIG has started strongly in fiscal year 2026, with Chemist Warehouse posting double-digit network sales growth and an upgraded synergies target. Furthermore, we continue to expect upside via the international rollout and private label strategies.

    The post Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in CSL right now?

    Before you buy CSL 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 CSL 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 CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. 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.

  • 2 Australian dividend giants that I think belong in every portfolio

    Australian dollar notes in the pocket of a man's jeans, symbolising dividends.

    Australian dividend shares are a great way for investors to earn a reliable passive income. Here are two dividend giants that I think belong in every Aussie portfolio.

    Washington H. Soul Pattinson & Co Ltd (ASX: SOL)

    Soul Patts is frequently referred to as Australian dividend royalty. It’s easy to see why, too. 

    The company has the longest streak of annual dividend increases on the index. It has also increased its dividend payout for its shareholders every year since 1998. 

    The best part is that Soul Patts is an investment house that holds a diverse portfolio of investments across listed equities, private equity, property, and loans. While its origins were in pharmacies, the company now has a very broad portfolio across multiple sectors. 

    It gives its investors exposure to assets across a range of industries, including natural resources, building materials, telecommunications, retail, agriculture, property equity, and corporate advisory. It is invested in a number of well-known ASX shares such as TPG Telecom Ltd (ASX: TPG), New Hope Corporation Ltd (ASX: NHC), and Brickworks Limited (ASX: BKW). This means the dividend share is able to generate cash flow from a variety of sources. 

    It’s this defensive quality and consistent dividend growth that make it a fantastic option for income-seeking investors. 

    There’s no forecast for what the Soul Patts dividend is expected to climb to in FY26, but the company expects growth to continue going forward. In FY25, the company paid a total $1.03 per share, 100% fully franked. 

    At the time of writing on Tuesday afternoon, the Soul Patts share price is 1.21% higher for the day at $37.51 a piece. Over the year, the shares have climbed 6.99%.

    BHP Group (ASX: BHP)

    Mining giant and ASX 200 heavyweight BHP is another must for any savvy investor’s portfolio. 

    The mining and metals giant is a diversified natural resources company that is among the world’s top producers of major commodities, including iron ore, copper, and metallurgical coal. The company is headquartered in Melbourne and is one of the largest and most-established companies on the ASX with a strong balance sheet and low debt, even during volatile markets.

    In FY25, BHP paid an interim dividend of 79.1 cents per share on 27 March and a final dividend of 91.9 cents per share on 25 September, both fully franked. That brings the full-year passive income payout to $1.71 a share. 

    Unfortunately, in FY25, BHP’s dividend payouts were lower than what investors received in FY24. This was mostly due to shifts in commodity prices throughout the 12-month period. But the miner continues to be a great provider of passive income. 

    UBS has forecast BHP will pay its shareholders US$1.09 per share in FY26, with a potential dividend yield of 5.7%, including franking credits. 

    But Macquarie is forecasting that the miner’s dividend will be a little lower in FY26, at around US$1.05 fully franked. This is due to an expected decline in the company’s EBITDA earnings for the year, reflecting softer commodity prices.

    At the time of writing, BHP shares are 0.76% higher for the day at $40.93 a piece. Over the year, the shares are trading 1.82% higher.

    The post 2 Australian dividend giants that I think belong in every portfolio 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 18 November 2025

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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 positions in and has recommended Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Down 21% in 30 days, this top ASX 200 stock now looks on sale to me

    A man working in the stock exchange.

    It has been a tough time for TechnologyOne Ltd (ASX: TNE) shares.

    Over the past 30 days, the ASX 200 stock has lost 21% of its value.

    Why have its shares been sold off?

    Investors have been selling the enterprise software company’s shares this month following the release of its full year results.

    Interestingly, TechnologyOne’s shares tumbled despite it outperforming its guidance, announcing a special dividend, and reiterating its 2030 $1 billion+ annualised recurring revenue (ARR) target.

    Not even bullish comments from its CEO, Ed Chung, could stop the selling. He said:

    iPhones changed the market for mobile phones, Tesla changed the market for vehicles, UBER changed the market for how to catch a cab and now that we have Ai and SaaS+, TechnologyOne is changing the market for ERP and unlocking value for our customers.

    Is this a buying opportunity?

    This looks like one of the best buying opportunities for this ASX 200 stock in a long time. Especially given management’s confidence that it can double in size every five years.

    But I’m not alone in seeing this as an opportunity. A number of brokers have recently upgraded its shares in response to their sizeable decline.

    For example, analysts at Morgan Stanley have upgraded its shares to an overweight rating with a $36.50 price target. This implies potential upside of 20% from current levels.

    Elsewhere, UBS has put a buy rating and $38.70 price target on them, which suggests that upside of approximately 27% is possible between now and this time next year.

    And over at Morgans, its analysts have upgraded its shares to an accumulate rating with a $34.50 price target. This is 13% above its current share price.

    Commenting on its upgrade, the broker said:

    TNE’s FY25 result was largely in line with our expectations with the group delivering, PBT growth of +19% to $181.5m ahead of its 13-17% guidance range, and in line with consensus. The negative share price reaction appears to have been driven by softer than expected ARR/NRR print, which saw a 2% miss to ARR growth expectations vs consensus, despite this, the group continues to deliver, with ARR of $554.6m (+18% YoY), which along with its NRR growth of 115% continues to see TNE Ontrack to achieve its long-term ARR growth aspirations.

    We modestly pare our EPS forecasts by 1-3% in FY26-28F. and move to an ACCUMULATE rating, with our target price $34.50 now reflecting a TSR of +19% following TNE’s post result share price movement.

    The post Down 21% in 30 days, this top ASX 200 stock now looks on sale to me appeared first on The Motley Fool Australia.

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

    Before you buy Technology One 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 Technology One 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 positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Liontown Resources shares up 147% this year: What’s next for this lithium stock?

    A man wearing a suit holds his arms aloft, attached to a large lithium battery with green charging symbols on it.

    Liontown Resources Ltd (ASX: LTR) shares are 2.69% higher in Tuesday afternoon trade. At the time of writing, the shares are changing hands for $1.41 a piece. This means the lithium stock’s shares are now 16.7% higher over the past month. They’re now up a whopping 147.72% for the year to date.

    Liontown Resources is a mineral exploration and development company focused on the development of high-quality lithium and tantalum projects in Western Australia (WA). The company controls 100% of the lithium rights to two prospective projects in WA, Kathleen Valley and Buldania.

    Its flagship Kathleen Valley project is described as “one of the world’s largest and highest-grade hard rock lithium deposits”.

    Why has the lithium stock’s share price rocketed higher this year?

    ASX lithium shares have outperformed the market this year. This is because soaring demand for lithium to power batteries and new infrastructure continued to increase. For example, demand for electric vehicles, which are by far the biggest consumers of lithium, is growing faster than carmakers can keep up. And grid-scale energy storage to stabilise renewable energy is also a fast-growing source of demand. 

    Meanwhile, Liontown Resources also ramped up its output at its Kathleen Valley project during 2025. This gave the company the ability to capture a lot of the demand. Commercial production was declared on 1st January this year, and by the end of FY25, the company had produced over 300,000 wet metric tonnes of spodumene concentrate. 

    There are reports this week that Liontown Resources held its first digital auction for 10000 wet metric tonnes of spodumene concentrate. The company secured a bid of US$1254/dmt.

    The lithium producer was one of the top 10 most-traded ASX shares last week.

    What’s next for Liontown Resources?

    While the rally for lithium demand has exploded this year, concerns have arisen that the company’s shares may have now peaked.

    TradingView data shows that analyst sentiment is still divided. Out of 12 analysts, 6 have a sell or strong sell on the lithium stock. Another 4 have a hold rating, and 2 have a strong buy rating.

    The average 12-month target price for Liontown Resources is $0.965 per share, which implies a potential 31.7% downside for the shares, at the time of writing.

    The team at Macquarie have an underperform rating on Liontown Resources shares, and a $0.65 12-month target price. This implies a potential 53.9% decrease at the time of writing.

    Bell Potter is much more bullish on Liontown Resources shares. The broker has a buy rating and $1.52 target price on the stock, which implies a potential 7.8% upside at the time of writing.

    The post Liontown Resources shares up 147% this year: What’s next for this lithium stock? appeared first on The Motley Fool Australia.

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

    Before you buy Liontown Resources 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 Liontown Resources 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 Samantha Menzies 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.