Category: Stock Market

Shares in Deep Yellow Ltd (ASX: DYL) are moving higher on Thursday after the uranium developer was briefly placed in a trading pause earlier in the morning.

At the time of writing, the Deep Yellow share price is up 3.57% to $2.61.

The company requested the pause just before the market opened as it prepared a response to speculation about a potential capital raise.

Here is what investors need to know.

Deep Yellow responds to capital raising speculation

On Wednesday, media reports suggested Deep Yellow may have been testing investor appetite for a potential $2 billion capital raise.

The report, published in The Australian, raised questions about whether the uranium developer was preparing to issue new shares.

However, Deep Yellow moved quickly to address the speculation.

In a statement released this morning, the company confirmed it is not undertaking a capital raising at this time. Management also said it remains compliant with ASX continuous disclosure rules.

Following the announcement, the trading pause was lifted and shares began trading again early in the session.

Uranium strategy remains in focus

Deep Yellow is pursuing what it describes as a ‘dual pillar growth strategy’.

The aim is to build a uranium production platform capable of producing more than 10 million pounds per year.

Its two main assets are the Tumas Project in Namibia and the Mulga Rock Project in Western Australia.

Both projects are located in established uranium regions and are expected to underpin the company’s long term development plans.

Management has also indicated that mergers and acquisitions could form part of the strategy if opportunities arise to acquire high-quality uranium assets.

At the same time, the broader uranium market has strengthened over the past year as more countries look to nuclear power to support energy security and lower emissions.

That backdrop has helped lift sentiment across the uranium sector.

What does the chart say?

From a technical perspective, Deep Yellow shares have been in a clear upward trend over the past 12 months.

The stock recently pushed toward the $3 level, which now appears to be acting as a key resistance zone.

Following the recent pullback, the $2.30 to $2.40 region looks like an important support area where buyers previously stepped in.

Momentum indicators are also relatively balanced. The relative strength index (RSI) is currently sitting around 51, suggesting the stock is neither overbought nor oversold.

That means the stock could keep moving sideways for now or try to push higher if sentiment around uranium stays strong.

Foolish bottom line

For now, the key takeaway is that the rumoured capital raising has been ruled out.

With that uncertainty cleared up and trading back underway, investors appear to be turning their attention to Deep Yellow’s longer term uranium plans.

However, the company’s progress will still depend on project financing, development timelines, and conditions in the uranium market.

The post Deep Yellow shares jump after trading pause. What just happened? appeared first on The Motley Fool Australia.

More reading

• Deep Yellow share price paused ahead of pending announcement
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today
• These two uranium stocks are worth a look, this broker says

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

Here are three ASX 200 mining stocks that were among the best performers on the S&P/ASX 200 Index (ASX: XJO) over the past 12 months, and they’re all tipped to jump another 50% (or more) in the year ahead.

Resolute Mining Ltd (ASX: RSG)

With a 279.75% annual increase over the past 12 months, at the time of writing, Resolute Mining shares are the fifth strongest performers on the ASX 200 Index. Its gains far outpace the index, which has risen 9.94% over the same period.

In early morning trade on Thursday, the ASX 200 mining stock is down 1.64% and changing hands at $1.50 a piece. Despite today’s drop, the shares are still 22.45% higher for the year to date.

The gold producers’ shares have shot higher over the past year on the back of record-high gold prices and a significant increase in the company’s gold production figures. 

And analysts are bullish that it’ll continue over the next year, too. They have a consensus buy rating on the ASX 200 mining stock with a maximum target price of $2.47. That implies the shares could jump another 64.23% in the next 12 months.

Predictive Discovery Ltd (ASX: PDI)

Predictive Discovery is another strong performer over the past 12 months. Its shares have stormed 185.82% higher, making it the eighth strongest annual performer on the ASX 200 Index.

At the time of writing on Thursday morning, the shares are down 1.8% at $0.9575 per share. For the year to date, they’re 30.27% higher.

The company is another gold miner that has enjoyed reaping the benefits of the surging gold price. Its production numbers are expected to increase this year as well, with the miner actively developing gold deposits in Guinea’s Siguiri Basin.

Analysts have a consensus buy rating on the ASX 200 mining stock. The maximum target price is $1.70 per share, which implies a potential 78.57% upside at the time of writing.

Genesis Minerals Ltd (ASX: GMD)

Genesis is another ASX 200 gold mining company to storm higher over the past year. Its shares are now 135.17% higher over the past 12 months.

At the time of writing, the stock is trading 1.52% lower at $7.455 a piece. However, it’s still 1.99% higher for the year to date.

The company recently posted a strong half-year FY26 result and also announced it has signed an agreement to acquire Magnetic Resources NL (ASX: MAU) for $639 million. 

Analysts are mostly bullish on the stock, with 10 out of 13 holding a buy or strong buy rating. The maximum target price is $13, which implies a potential 75.56% upside at the time of writing. 

The post 3 ASX 200 mining stocks tipped to jump over 60% in the next 12 months appeared first on The Motley Fool Australia.

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• Here are the top 10 ASX 200 shares today
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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woodside Energy Group Ltd (ASX: WDS) shares are sliding today.

Shares in the S&P/ASX 200 Index (ASX: XJO) energy stock closed yesterday trading for $30.75. In morning trade on Thursday, shares are changing hands for $29.82 apiece, down 3%.

For some context, the ASX 200 is up 0.6% at this same time.

Now, you may be wondering why Woodside is underperforming today, despite Brent crude oil rising another 1.3% overnight to trade at US$80.51 per barrel.

Well, that’s partly due to the ASX 200 stock’s strong gains over the last four trading days, with some profit-taking likely going on.

And it’s partly due to Woodside trading ex-dividend today.

When the company reported its full 2025 calendar year results on 24 February, management declared a fully-franked 83.4 cent per share final dividend. That passive income payout will go to investors who owned the stock at market close yesterday.

If we were to add that dividend payout back into today’s share price, then shares are only down 0.3% at the time of writing.

Taking a step back, Woodside shares have outperformed over the past year, gaining 23.7%. That compares to a 10% 12-month gain delivered by the ASX 200. And it doesn’t include the $1.652 in dividends Woodside paid out (or shortly will pay out) over this period.

And looking ahead, Fairmont Equities’ Michael Gable expects 2026 could see Woodside stock jumping another 27%, or more, from current levels (courtesy of The Bull).

Here’s why.

Should you buy Woodside shares today?

Gable came out with his bullish assessment on Woodside late last week, before the US and Israeli attacks on Iran and the resulting conflict in the oil-rich Middle East sent global oil prices soaring.

Commenting on the first reason he has a buy rating on Woodside shares, he said, “Expected increasing demand for oil and gas in 2026 leaves me bullish about the energy sector.”

And Woodside looks well placed to help fill that growing demand need.

“The company posted record annual production of 198.8 million barrels of oil equivalent in full year 2025, exceeding the guidance range,” Gable noted, citing the second reason the ASX energy stock is a buy.

“Record production offset lower realised prices,” he added.

As for the third reason you might want to buy shares today, Gable concluded:

The company’s full year results met expectations, and the share price recently moved above a major resistance level.

I expect the shares to trend higher and re-test previous peaks around $38 as calendar year 2026 unfolds. The shares have risen from $22.95 on January 8, 2026 to trade at $28.075 on February 26.

The last time Woodside shares were trading in the $38 range was back in September 2023. At the time, Brent crude oil was trading for around US$93 per barrel.

The post 3 reasons to buy Woodside shares today appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Thursday
• Can these red hot ASX 200 stocks keep rising?
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• Here’s why the Woodside share price surged 12% in February
• 3 ASX 200 energy shares just given new 12-month price targets post-results

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.

The Fortescue Ltd (ASX: FMG) share price normally goes through plenty of volatility over the months and years as it generally follows the direction of the iron ore price.

When the iron ore price increases, it allows the company to significantly increase its earnings because of operating leverage. The company’s costs per tonne of production don’t change much month to month, so extra revenue can largely flow to the bottom line – good news for both net profit generation and the dividend.

We’re going to take a look at what’s predicted in terms of earnings generation.

FY26

UBS wrote a note after seeing the ASX mining share‘s half-year result in February.

It noted that Fortescue delivered an operating profit (EBITDA) of $4.5 billion, which was around 5% ahead of what the market was expecting, as the margin strengthened towards 53%. However, the net profit after tax (NPAT) of US$1.9 billion was around 6% lower than the market expected due to higher depreciation and amortisation, reflecting the growing asset base.

The broker also noted that Fortescue is rolling out batteries, solar, and wind farms. The cost of the installations is improving as they’re rolled out, with strong relationships with manufacturers. It’s accelerating the installation, which will take out diesel and gas costs of production to the tune of between US$2 to US$4 per tonne by 2030.

UBS is projecting that the iron ore price will be US$96 per tonne in 2026, which could enable the business to make US$3.8 billion in net profit.

FY27

The business isn’t expected to be as profitable in the 2027 financial year. As the huge new African iron ore project called Simandou – partly owned by Rio Tinto Ltd (ASX: RIO) – ramps up, UBS is expecting the iron ore price to decline to US$90 per tonne in 2027.

The iron ore price may be different to those projections, but it will play an important role in how much profit Fortescue makes in FY27 (and every other year). One factor that could change that dynamic is whether Fortescue’s copper exposure continues growing.  

UBS commented regarding copper:

Alta Copper acquisition close and acceleration of studies toward FID at its Cañariaco project in Peru (2024 PEA: 158ktpa Cu annual average first 10yrs, 27yr LOM [life of mine]). Copper tenements in Kazakhstan and Canada are advancing toward drilling this year. Exploration strategy is to acquire tenements in world class terrain and aggressively drill out.

The business is expected by UBS to generate a net profit of US$2.94 billion in FY27.

FY28

The company’s net profit is expected to improve in the subsequent years after the earnings hit in the 2028 financial year, which could be good for the Fortescue share price.

Fortescue’s net profit is forecast to increase to US$3.3 billion in the 2028 financial year.

FY29

Fortescue’s net profit could continue improving in the 2029 financial year.

The ASX mining share could see earnings climb to US$3.5 billion in FY29.

FY30

The last year of this series of projections is the 2030 financial year. Its profit could climb close to the FY26 profit figure.

Fortescue’s net profit could climb year over year to US$3.75 billion.

The post Here’s the earnings forecast out to 2030 for Fortescue shares appeared first on The Motley Fool Australia.

More reading

• 2 ASX 200 shares that turned a $5,000 investment into $10 million
• Did you catch what happened with the Fortescue share price in February?
• Here’s the dividend forecast out to 2030 for Fortescue shares
• No savings at 30? Here’s how I’d aim for an extra $24,600 a year in retirement boosting passive income buying ASX shares
• Why Brainchip, Fortescue, Qantas, and Westpac shares are dropping today

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 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.

Australian tech stocks have been under pressure recently. Concerns about interest rates, valuations, and the potential disruptive impact of artificial intelligence (AI) on parts of the software industry have weighed on sentiment.

However, market pullbacks can sometimes create opportunities for long-term investors.

When high-quality stocks sell off alongside the broader sector, patient investors may be able to pick up strong businesses at more attractive prices.

With that in mind, here are three excellent Australian tech stocks that analysts think could be worth considering before sentiment improves.

Pro Medicus Ltd (ASX: PME)

The first Australian tech stock that could be ready to rebound is Pro Medicus.

Pro Medicus develops advanced medical imaging software used by hospitals and healthcare providers around the world. Its Visage platform enables radiologists to process and analyse complex medical scans much faster than traditional systems, improving efficiency and clinical outcomes.

The company’s incredible growth over the past decade has been driven by long-term contracts with major hospital networks. Once its platform is installed, switching providers can be difficult, which creates strong customer retention and recurring revenue.

Medical imaging volumes continue to grow as healthcare systems become more data-driven and diagnostic demand increases. With a strong pipeline of hospital tenders, a reputation for best-in-class technology, and expansion into other ologies, Pro Medicus still appears to have a very long growth runway.

Morgans currently rates Pro Medicus as a buy with a $275.00 price target.

TechnologyOne Ltd (ASX: TNE)

Another Australian tech stock that could bounce back strongly is TechnologyOne.

TechnologyOne provides enterprise software to government agencies, universities, and large organisations. Its cloud platform helps customers manage finance, payroll, asset management, and other critical systems.

Over recent years, the company has successfully transitioned its business toward a software-as-a-service model. This shift has increased recurring revenue and improved earnings visibility.

With the ongoing migration to the cloud and new AI-driven features being added to its software suite, the company appears well positioned to continue growing over the long term.

Ord Minnett recently put a buy rating and $30.54 price target on its shares.

WiseTech Global Ltd (ASX: WTC)

A third Australian tech stock that could rebound is WiseTech Global.

WiseTech develops logistics software used by freight forwarders, shipping companies, and supply chain operators around the world. Its CargoWise platform helps manage the complex movement of goods across borders, customs systems, and transportation networks.

Global trade is becoming increasingly digital, and logistics companies rely on sophisticated software platforms to manage compliance, documentation, and operations. WiseTech’s CargoWise system has become a critical tool for many large freight operators.

Looking ahead, the opportunity tied to the digitalisation of global trade remains substantial, which bodes well for its growth outlook.

Bell Potter has a buy rating and $83.75 price target on its shares.

The post 3 excellent Australian tech stocks to buy before they rebound appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Pro Medicus, Technology One, and WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One and WiseTech Global. 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 WiseTech Global. The Motley Fool Australia has recommended Pro Medicus and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With the global geopolitical sphere in flux at the moment following the US attacks on Iran, the folk at UBS have helpfully looked back at how the Australian market has fared in times of crisis.

Keep calm and carry on

Overall, they say, investors should have little to fear, with the local market tending to perform well in the months following disruptions.

As they wrote in a note to clients today:

Tracing back over 15 previous geopolitical shocks that have occurred over the last 50 years, we find that the impact on the Australian equity market is not much, with the market up 4%, 5% and 11% over the subsequent 3, 6 and 12 months respectively. In fact, with the exception of the first Gulf War, geopolitical shocks tend to have had no real lasting negative impact. It is also worth noting that Australia is a net exporter of Energy due to its large LNG export earnings. So higher energy prices would be a headwind to the consumer via petrol prices, but in theory the overall economy could be in a wealthier position.

Sectoral winners

So what about sector by sector? According to UBS, it’s clear that mining and energy companies tend to outperform in times of instability, while insurers underperform.

They added:

Right now miners map most neatly with a fundamental view we have held since late last year. That being that miners have not just outstanding earnings momentum at play, but benefit from the structural diversification out of the US, as well as investment flows rotating away from AI risks.

They have also moved industrial stocks to an overweight sector recommendation.

They added:

The sector not only screens best on our sector tracker screen, but showed a good story through results owing to solid (and stable) end demand in their Australian businesses. The sector is also positioned as a relative ‘safe haven’ for investors looking to detach themselves from global uncertainties. Real Estate moves underweight on rate concerns, whilst Banks move up to Neutral on the prospect of further earnings upgrades.

UBS has moved energy from an underweight rating to neutral, “to neutralise exposure to the likely blow up in oil and gas prices if the conflict is prolonged”.

UBS said overall the recent reporting season was strong, albeit with a few themes which caused disruption, such as the “AI rout”, as companies whose business models were potentially at risk of disruption were sold down.

UBS says some of these sell-offs “probably look overdone”.

The post How is global uncertainty likely to affect the Australian market: UBS appeared first on The Motley Fool Australia.

More reading

• 3 excellent Australian tech stocks to buy before they rebound
• Deep Yellow share price paused ahead of pending announcement
• Up 147% in a year, ASX All Ords gold stock jumping again today on new high-grade intercepts
• Why is BHP share price sinking today?
• One uranium stock to buy and one to sell, according to Macquarie

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.

The Deep Yellow Ltd (ASX: DYL) share price has paused trading as the company awaits a further announcement, with investors watching closely.

What did Deep Yellow report?

• Pause in trading announced for Deep Yellow
• No specific earnings or operational figures provided in this announcement
• Further update from the company pending

What else do investors need to know?

Trading in Deep Yellow shares has been temporarily paused as the company prepares a further announcement to the market. ASX Listings Compliance made this request, with an official market notice issued on 5 March 2026.

Investors will need to wait for the pending update before trading resumes, and this may impact short-term trading activity. As always, investors should consider their own circumstances and seek further information when the update is released.

What’s next for Deep Yellow?

The next steps depend on the forthcoming announcement from Deep Yellow. Investors should keep an eye out for any updates that may impact the company’s outlook or operational plans.

It is important for shareholders to remain informed and review the company’s upcoming communications closely.

Deep Yellow share price snapshot

Over the past 12 months, Deep Yellow shares have risen 150%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 10% over the same period.

View Original Announcement

The post Deep Yellow share price paused ahead of pending announcement appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

ASX All Ords gold stock Aurum Resources Ltd (ASX: AUE) has been racing ahead of the All Ordinaries Index (ASX: XAO) this past year.

In early morning trade on Thursday, the Aurum Resources share price is up 3.5%, trading for 74 cents a share.

For some context, the All Ords is up 0.8% at this same time.

Taking a step back, the ASX All Ords gold stock has surged 146.7% over the past 12 months, compared to a 9.8% one-year gain posted by the benchmark index.

The African-focused miner has been benefiting from the surging gold price alongside its own exploration successes.

Here’s what’s happening today.

ASX All Ords gold stock lifts off on drill results

Investors are bidding up Aurum shares following the release of a promising exploration update.

The ASX All Ords gold stock reported hitting multiple broad, shallow, high-grade gold intercepts. This stems from Aurum’s ongoing 30,000 metre diamond drilling program at its Napie Gold Project, located in Cote d’Ivoire.

Management said the latest results, which focus on the Tchaga and Gogbala deposits, provide the final data ahead of the upcoming Napie Mineral Resource Estimate (MRE) update.

Top results from the Gogbala deposit include 19.0 metres at 5.16 grams of gold per tonne from 146.0 metres, including 14.0 metres at 6.76 g/t Au.

Top results from the Tchaga deposit were reported to be 18.9 metres at 2.59 g/t Au from 176.1 metres, including 5.9 metres at 7.33 g/t Au.

Looking ahead, the ASX All Ords gold stock plans 130,000 metres of diamond drilling in calendar year 2026, with 100,000 metres planned at its 3.3-million-ounce Boundiali project and 30,000 metres at the 870,000-ounce Napie project.

As at 31 December, Aurum Resources held $42.2 million in cash.

What did management say?

Commenting on the results helping boost the ASX All Ords gold stock today, Aurum managing director Caigen Wang said: “This latest round of step-back diamond drilling at Napie continues to deliver broad, shallow, open-pitable intercepts, confirming the system’s potential for substantial resource growth.”

Wang added:

Our objective is to build a substantial multi-asset gold business in Cote d’Ivoire. While our near-term focus is the development of our Boundiali Project, the scale and grade continuity we are seeing at Napie – following our acquisition of Mako – suggests that it too has the potential to grow into a second major production pillar.

Is it too late to buy this soaring ASX All Ords gold stock?

After already rocketing 147% over 12 months, is the ASX All Ords stock still a good buy today?

Very much so, according to the team at Canaccord Genuity.

The broker has a speculative buy rating on Aurum Resources, with a price target of $1.50 per share. That represents a potential upside of more than 102% from current levels.

The post Up 147% in a year, ASX All Ords gold stock jumping again today on new high-grade intercepts appeared first on The Motley Fool Australia.

More reading

• Up 172% in a year, why this surging ASX All Ords gold stock is forecast to more than double investors’ money again

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.

The BHP Group Ltd (ASX: BHP) share price is missing out on the market rebound on Thursday.

At the time of writing, the mining giant’s shares are down 2% to $54.55.

This compares unfavourably to a gain of 0.8% by the S&P/ASX 200 Index, which is recovering today after Wednesday’s broad market selloff.

So why are BHP shares moving lower while the wider market is pushing higher?

Why is the BHP share price underperforming?

Today’s decline has nothing to do with iron ore prices, copper demand, or a broker downgrade.

Instead, it appears to be the result of the Big Australian’s shares going ex-dividend today for its latest interim dividend.

When a company’s shares trade ex-dividend, it means the rights to the upcoming dividend have been settled.

As a result, investors who purchase the shares from today onwards will not be eligible to receive the payment. Instead, the dividend will be paid to the seller of the shares, even though they will no longer own them when the payment is made.

Because dividends form part of a company’s valuation, a share price will often fall by roughly the value of the dividend on the ex-dividend date.

After all, investors generally do not want to pay for something they will not receive.

The latest BHP dividend

Last month, BHP released its half-year results for FY 2026 and declared a fully franked interim dividend of 73 US cents per share.

This represents a very sizeable cash return of US$3.7 billion for shareholders and continues the mining giant’s long-standing approach of distributing a large portion of its profits through dividends.

Based on the BHP share price at yesterday’s close of $55.68 and current exchange rates, the interim dividend represents a dividend yield of roughly 1.85%.

That means a $20,000 investment in BHP shares would generate around $370 of income from this interim dividend alone.

When is the dividend being paid?

If you were holding BHP shares before the ex-dividend date, you will not have long to wait for the payment.

The mining giant plans to pay this interim dividend to eligible shareholders later this month on 26 March.

What’s next?

According to a note out of Morgans, its analysts expect a similar dividend in the second half.

This is expected to underpin a full-year dividend of approximately A$2.16 per share in FY 2026. It then expects a A$1.98 per share dividend in FY 2027.

Based on its current share price, this represents dividend yields of 4% and 3.6%, respectively.

The post Why is BHP share price sinking today? appeared first on The Motley Fool Australia.

More reading

• 5 Australian stocks to buy and hold for the next 5 years
• 5 things to watch on the ASX 200 on Thursday
• What’s next for the BHP share price?
• Want to receive the BHP, Rio Tinto, and Woodside dividends? Here’s what you need to do
• 3 must-own ASX blue-chip dividend stocks for Aussie investors

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

The uranium market is on the cusp of entering a new “supercycle” according to some analysts, but that doesn’t mean all uranium mining companies are an automatic buy.

The team at Macquarie have looked at two Australian uranium companies and believes one’s looking good, while the other has some issues to work through.

Let’s have a look at what they’re saying.

Bannerman Energy Ltd (ASX: BMN)

This company is not a producer yet, but has recently made significant progress on funding for its Etango project in Namibia.

In mid-February, Bannerman announced that a Chinese company, the China National Nuclear Corporation, would invest up to US$321.5 million in the Etango project for a 42.75% stake.

Bannerman would then own 52.25% of the project with a Namibian organisation holding the remaining 5%.

The company said the funding would allow for the debt-free construction of the Etango mine, and CNNC had also agreed to buy 60% of the production from the mine.

Macquarie said in a research note to clients that CNNC was a strong partner for the project, given it already owned a majority stake in the Rossing uranium mine in Namibia and 25% of Paladin Energy Ltd (ASX: PDN)’s Langer Heinrich mine.

Macquarie said the deal substantially reduces equity dilution to finance the project, and added:

Etango Financial investment decision mid-year now looks a lot more certain, placing it at the front of the greenfield uranium project queue – something that customers should value as BMN markets the remaining 40% of the initial (production).

Macquarie has an outperform rating and a $5.60 price target on this ASX uranium share, compared with its current price of $4.38.

Boss Energy Ltd (ASX: BOE)

Boss Energy recently reported what it called a strong financial and operational result, chalking up a net loss of $7.9 million; however, this was largely due to the accounting treatment of inventory, while free cash flow was robust at $36.2 million.

The real story for investors is around what will happen longer term with the Honeymoon uranium mine, where the company said in mid-December that it had to throw away the assumptions under a previous feasibility study and start again.

On the upside, the company said there was a potential pathway forward for an alternative wide-spaced well design; however, it remained at concept stage at this point.

The company said there was the potential for lower costs and better production from the new design; however, more work remained to be done.

The team at Macquarie says this constitutes a major risk for investors.

As they said:

We still hold the view that Honeymoon will be challenging, and wide spacing trials carry risk. A complicated proposition; we believe investors should wait to see more definitive results from wider spaced leach trials first before making an investment decision.

Macquarie has a price target of $1.30 on this ASX uranium share, compared with $1.74 currently.

The post One uranium stock to buy and one to sell, according to Macquarie appeared first on The Motley Fool Australia.

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