• Up 40% in a year, why Macquarie expects this ASX 200 dividend stock to keep outperforming in 2026

    A wad of $100 bills of Australian currency lies stashed in a bird's nest.

    S&P/ASX 200 Index (ASX: XJO) dividend stock Dalrymple Bay Infrastructure Ltd (ASX: DBI) is charging higher today.

    Shares in the infrastructure company – which owns the Dalrymple Bay Coal Terminal (DBCT) in Queensland – closed yesterday trading for $4.54. In early afternoon trade on Wednesday, shares are changing hands for $4.77 apiece, up 5.1%.

    For some context, the ASX 200 is down 0.2% at this same time.

    Today’s outperformance is nothing new for the ASX 200 dividend stock, with the Dalrymple Bay share price now up 40.3% since this time last year.

    Atop this benchmark smashing share price gain, Dalrymple Bay shares trade on a partly franked 4.9% trailing dividend yield. And the stock has added appeal for many passive income investors as it makes quarterly dividend payouts.

    And looking ahead, analysts at Macquarie Group Ltd (ASX: MQG) expect Dalrymple’s dividend yield to increase to 5.5% in 2026 and then to 6.1% in 2027. And that’s atop of further forecast share price gains.

    Here’s why.

    ASX 200 dividend stock tipped to keep on giving

    Dalrymple Bay shares closed up 1.6% yesterday after the company announced that it had successfully secured $1.07 billion of new loan facilities.

    With the new facilities reducing the company’s exposure to previously existing more expensive and less flexible debt, the ASX 200 dividend stock expects to save around $75 million in interest costs through to 2030.

    “This refinance is strongly cashflow accretive to DBI and reaching financial close on these new facilities was a key part of our capital allocation review process,” Dalrymple Bay CEO Michael Riches said.

    “DBI maintains substantial debt capacity to fund its committed NECAP [Non-Expansionary Capital Expenditure] projects, now at a significantly lower cost and this refinance creates greater flexibility and options,” he added.

    Commenting on the benefits of the new funding arrangement, Macquarie said:

    Upside from the transaction is: No longer is debt risk margins +350bps for additional borrowing. The risk premium has dropped to 150-200bps. Whilst the current debt has locked much of this, all future NECAP financing cost is materially cheaper, lifting the long-term value of DBI.

    Macquarie reiterated its outperform rating on the ASX 200 dividend stock. According to the broker:

    We think DBI is a unique investment with dividend growth of 5% and a valuation EV/EBITDA multiple of 13x, which is below comparable port multiples. Main upside event is 8X development, and medium-term repricing to capture more of the difference between NQXT [North Queensland Export Terminal] and DBCT [Dalrymple Bay Coal Terminal].

    Macquarie increased its price target for Dalrymple Bay shares to $5.33 (up from the prior $4.91), which it said reflects lower funding costs.

    That represents a potential upside of 11.7% from current levels. And it doesn’t include those upcoming dividends.

    The post Up 40% in a year, why Macquarie expects this ASX 200 dividend stock to keep outperforming in 2026 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Dalrymple Bay Infrastructure Limited right now?

    Before you buy Dalrymple Bay Infrastructure 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 Dalrymple Bay Infrastructure Limited wasn’t one of them.

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

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

    * Returns as of 18 November 2025

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

  • How much upside does Macquarie predict for Coles shares?

    a woman stands behind a market stall smiling widely with a wide range of colourful fresh produce on display in front of her.

    The Coles Group Ltd (ASX: COL) share price is down 0.41% to $21.70 at the time of writing on Wednesday morning. Today’s drop means the supermarket giant’s shares have fallen 10% from their all-time peak in early-September. For the year-to-date the shares are still 15% higher.

    The Coles share price spiked in late-August and early-September on the back of a robust FY25 result. It also posted a strong quarterly update in late October, where it reported a 3.9% increase in group sales and quarterly results generally in line with analyst expectations. 

    Now, in a new note to investors, analysts at Macquarie Group Ltd (ASX: MQG) said toured Coles food manufacturing facilities and discussed read-made meal strategy plans with management. Following the tour, here’s the broker’s latest outlook for the stock.

    Robust upside ahead for Coles shares

    In the investor note, Macquarie confirmed its outperform rating and $26.10 target price on Coles shares. At the time of writing this implies a potential 20.3% upside for investors over the next 12 months.

    “We remain attracted to ongoing execution, benefits from supply chain investment and strong earnings growth outlook, with ~10% EPS CAGR over the next three years driving returns,” the broker said in its note.

    What did Macquarie think of the Coles food manufacturing facilities tour?

    The broker said the tour of Coles’ facilities in NSW showcased the supermarket giant’s vertically integrated fresh food production sites. 

    The sites are indicative of a focus on vertical integration, supply chain efficiency and private label, Macquarie explained. It added that benefits include customer satisfaction and cost efficiency.

    The broker also noted that there were key takeaways for key assets Retail Ready Operations Australia (meat), Fresh Milk Co (Milk), and Chef Fresh (Convenience Meals).

    “The facility processes both red and white meat, partnering exclusively with trusted livestock producers. Further, it operates 24/7 processing 5,500 tonnes of product per month, covering >80 SKUs. The facility supplies >600 stores, giving supply surety and improving shelf life of retail ready meat products,” the broker said of Coles’ Retail Ready Operations.

    When discussing the Coles Fresh Milk Co, Macquarie said:

    The NSW site was acquired in 2024 from Saputo, operating five days per week for 16 hours per day. ~200m litres of milk are processed every year from two facilities, including a second in VIC, with capacity to process up to ~450m litres. The level of automation was a standout in the facility, with almost zero manual handling of milk between supplier delivery and distribution.

    Meanwhile, regarding Chef Fresh, the broker said:

    The site has the capacity to manufacture 970 tonnes of cooked products and 1.5m meals a week. It produces >100 SKUs across Coles Finest, PerFORM, Coles Kitchen and Nature’s Kitchen. Chef Fresh supplies ~90% of private label convenience meals. Further, COL called out ready-made meals as a key growth area.

    The post How much upside does Macquarie predict for Coles shares? appeared first on The Motley Fool Australia.

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

    Before you buy Coles 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 Coles 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 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.

  • Why this ASX All Ords stock came under pressure yesterday after addressing media speculation

    A small child in a sandpit holds a handful of sand above his head and lets it trickle through his fingers.

    ASX All Ords stock Dateline Resources Ltd (ASX: DTR) came under pressure yesterday after the company moved to address media speculation surrounding potential Rare Earth Elements (REE) tenements in the United States.

    The Dateline share price closed down a sizeable 12.24% to 21.5 cents.

    What sparked all this?

    The situation began after an announcement from US1 Critical Minerals (ASX: USC), formerly Gladiator Resources, which stated that legal proceedings had been launched against Dateline’s CEO, Stephen Baghdadi.

    The implication was that USC was trying to gain control of certain promising REE tenements in the United States and that Stephen Baghdadi or the ASX All Ords stock may have been involved in some way.

    Without doubt, the news created some investors to worry with the Dateline share price plummeting on the news. Dateline has now stepped in with this announcement to set the record straight.

    Dateline pushes back on the claims

    According to the release, Dateline said that while Stephen Baghdadi has indeed been pursuing additional REE opportunities following the Colosseum Gold–REE project, there are no arrangements of any kind between its CEO, or related entities and USC/Gladiator.

    Dateline also made it clear that if it does secure more prospective REE tenements, those assets will be developed for the benefit of Dateline shareholders only.

    The company firmly rejected any suggestion that the tenements would be transferred to another party, and said any legal claims against the company or its CEO will be vigorously defended.

    Chairman backs the CEO

    Chairman Mark Johnson also came out swinging, crediting Stephen Baghdadi and his team for an exceptional year. He said:

    Dateline’s exceptional year is owed to the outstanding efforts of our Managing Director, Mr Stephen Baghdadi and the team that he has assembled. Mr Baghdadi identified and negotiated the Colosseum opportunity and managed government and regulatory engagements in the highest levels of the Federal Government through to state, county and local authorities. His efforts have yielded significant value to Dateline.

    Foolish takeaway

    These kinds of disputes aren’t unusual when companies are operating in competitive spaces like Rare Earths, especially where new discoveries can quickly attract attention.

    Today’s sell-off shows the market reacting to uncertainty, but Dateline’s response aims to settle the speculation and reassure shareholders that the company remains focused on developing its REE opportunities.

    The post Why this ASX All Ords stock came under pressure yesterday after addressing media speculation appeared first on The Motley Fool Australia.

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

    Before you buy Dateline 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 Dateline 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 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.

  • Silver price hits new record, firing up Aussie shares

    Miner holding a silver nugget

    The price of silver has broken the US$60 per ounce mark for the first time, sending the share price of Australian silver companies soaring.

    The Australian was reporting on Wednesday morning that the price of silver futures closed up 4.1% in overnight trading to US$60.17, with the price more than doubling over the past year.

    Among Australian shares, Andean Silver Ltd (ASX: ASL) was 14.9% higher at $2.15, Silver Mines Ltd (ASX: SVL) was 5.3% higher at 20 cents, and Mithril Silver and Gold Ltd (ASX: MTH) was 5.2% higher at 51 cents.

    Shares in Unico Silver Ltd (ASX: USL) were also sharply higher at 67.5 cents, up 10.7%.

    Support looking strong

    Minelife analyst Gavin Wendt said in a note to clients in recent days that silver has had a strong couple of weeks, with strong inflows into exchange-traded funds adding more impetus to the price rally.

    As he said:

    Total additions to silver-backed exchange-traded funds (ETFs) in the four days through Thursday were already the highest for any full week since July, a strong indicator of investor appetite despite signals silver’s gains may be overdone.

    Mr Wendt said on a fundamental basis, the support for silver would remain strong.

    Silver prices have roughly doubled this year, outpacing a 60% rise in gold. The rally has accelerated in the last two months, in part thanks to a historic squeeze in London. While that crunch has eased in recent weeks as more metal was shipped to the world’s biggest silver trading hub, other markets are now seeing supply constraints. Chinese inventories are near their lowest in a decade.

    Rates move a positive

    Mr Wendt said speculation that US interest rates would be heading lower was also a positive for silver, as a lower interest rate environment tended to support the prices of precious metals.

    He also said Citigroup analysts were predicting possible further gains.

    Silver could rise to US$62 an ounce in the coming three months ‘on the back of Fed cuts, robust investment demand, and physical deficit,’ Citigroup Inc. analysts including Max Layton wrote in a note.

    Mr Wendt said global demand for silver, which was used in a wide variety of industrial processes, had outstripped output from mines for the past five years.

    Not just valued as an investment asset, silver also has many useful real-world properties that make it a component in a range of products, such as circuit boards, solar panels and coatings for medical devices.

    The post Silver price hits new record, firing up Aussie shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Andean Silver Ltd right now?

    Before you buy Andean Silver 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 Andean Silver 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 18 November 2025

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

  • Abacus Storage King declares partially franked December 2025 dividend

    A happy woman in a hard hat gives two thumbs up, standing in a packing warehouse.

    The Abacus Storage King (ASX: ASK) share price is in focus today after the company announced a fully paid interim distribution of 3.1 cents per security, with 25% of the payment franked.

    What did Abacus Storage King report?

    • Declared a fully paid interim distribution of 3.1 cents per security for the half-year to 31 December 2025
    • Payment will be partially franked, with 25% franked and 75% unfranked
    • Key dates: ex‑date on 30 December 2025, record date on 31 December 2025
    • Payment scheduled for 27 February 2026
    • Applies to holders of fully paid ordinary/stapled securities (ASX:ASK)

    What else do investors need to know?

    Abacus Storage King’s latest distribution covers the second half of 2025, maintaining its commitment to regular income returns for securityholders. With 25% of the payout franked at a 30% corporate tax rate, investors seeking tax-effective income may find this distribution appealing.

    There is no dividend reinvestment plan (DRP) offered for this distribution. The company has not announced any changes to its tax component details, and there is no conduit foreign income attached to this payment.

    What’s next for Abacus Storage King?

    Investors can expect payment of the 3.1 cent interim distribution on 27 February 2026, while the record date is set for the end of December. Looking ahead, Abacus Storage King continues to focus on delivering consistent distributions, reflecting its income-oriented investment strategy.

    Future updates, including further results or guidance, may provide more insight on the group’s earnings profile and payout outlook for the upcoming periods.

    Abacus Storage King share price snapshot

    Over the past 12 months, Abacus Storage King shares have risen 29%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 2% over the same period.

    View Original Announcement

    The post Abacus Storage King declares partially franked December 2025 dividend appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Abacus Storage King right now?

    Before you buy Abacus Storage King 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 Abacus Storage King wasn’t one of them.

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

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

    * Returns as of 18 November 2025

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

  • 4 reasons to buy this ASX 300 tech share today

    excited woman looking at ASX share price on computer screen

    S&P/ASX 300 Index (ASX: XKO) tech share Tyro Payments Ltd (ASX: TYR) is marching higher today.

    Shares in the payments company closed yesterday trading for $1.005. In late morning trade on Wednesday, shares are changing hands for 1.012 apiece, up 0.7%.

    For some context, the ASX 300 is just about flat at this same time.

    Today’s outperformance is par for the course this year, with the Tyro share price up 21.2% in 2025, racing ahead of the 4.9% year-to-date gains posted by the benchmark index.

    And looking ahead, Family Financial Solutions’ Jabin Hallihan expects more outperformance from the ASX 300 tech share (courtesy of The Bull).

    Here’s why.

    Should you buy Tyro Payments shares today?

    “Tyro provides electronic payment solutions and banking services to Australian businesses,” Hallihan said.

    Citing the first reason he has a buy recommendation on the ASX 300 tech share, he said, “The company reaffirmed fiscal 2026 guidance for normalised gross profit of between $230 million and $240 million and an EBITDA margin of between 28.5% and 30%.”

    As for the second reason, Hallihan noted, “Tyro is launching a new banking platform to boost merchant adoption.”

    And the company has strong growth potential.

    “Tyro’s modern technology and strong performance support growth,” Hallihan said.

    And the fourth reason is that Tyro shares are trading more than 28% below Family Financial’s fair value estimate.

    “Shares remain below our fair value estimate of $1.30, so we recommend accumulating the stock. The shares were trading at $1.037 on December 4,” Hallihan concluded.

    What’s the latest from the ASX 300 tech share?

    Tyro Payments shares closed up 2% on 26 November, the day the company held its annual general meeting (AGM).

    “We have made good progress against our strategic initiatives and in making Tyro a more profitable business,” Tyro CEO Jon Davey said on the day.

    Davey added:

    In FY25, we increased our gross profit to $220.1 million, representing growth of 4.4% and we improved our EBITDA margin to 28.0%.

    Today we are reaffirming our FY26 guidance, which is to generate between $230 million and $240 million of gross profit and an EBITDA margin of between 28.5% and 30%.

    Looking to the growth opportunities for the ASX 300 tech share, Tyro chair Fiona Pak-Poy said, “We are exploring opportunities across three categories.”

    She continued:

    The first is building greater payments scale, as the transaction with SmartPay offered.

    The second is acquiring payments capabilities or software in support of our omnichannel offering, much like Medipass has done for Tyro Health.

    The third category is banking, and we will explore opportunities to grow our banking book where there is strong payments overlap.

    The post 4 reasons to buy this ASX 300 tech share today appeared first on The Motley Fool Australia.

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

    Before you buy Tyro Payments 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 Tyro Payments Limited wasn’t one of them.

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

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

    * Returns as of 18 November 2025

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    Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Tyro Payments. 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 4DMedical, Megaport, Meteoric Resources, and Ramelius shares are racing higher today

    A young woman drinking coffee in a cafe smiles as she checks her phone.

    The S&P/ASX 200 Index (ASX: XJO) is on course to record another small decline. In afternoon trade, the benchmark index is down 0.1% to 8,575.2 points.

    Four ASX shares that are not letting that hold them back are listed below. Here’s why they are rising:

    4DMedical Ltd (ASX: 4DX)

    The 4DMedical share price is up 4.5% to $2.15. Investors have been buying the respiratory imaging technology company’s shares after it entered into a commercial agreement with the University of Miami. This has seen the leading academic medical centre commence clinical use of 4DMedical’s CT:VQ product under a structured launch framework. The CT:VQ solution is designed to set new benchmarks in cardiothoracic imaging by combining ventilation and perfusion analysis. 4DMedical’s CEO and founder, Andreas Fouras, said: “I am very pleased to see CT:VQ deployed at the University of Miami. The immediate transition from strong RSNA engagement to commercial operations demonstrates the significant momentum we are seeing from clinicians seeking a contrast-free, high-resolution alternative to nuclear medicine VQ scans.”

    Megaport Ltd (ASX: MP1)

    The Megaport share price is up 1.5% to $13.50. This may have been driven by a broker note out of Macquarie Group Ltd (ASX: MQG). This morning, the broker retained its outperform rating with an improved price target of $21.70. It said: “Top line is stabilised, Latitude adds a new growth driver in a fast-growing end market. Reinvestment in growth will drive further top-line acceleration out of FY26. Product roadmap suggests MP1 will move more into software with edge compute, driving higher long-term margins. Retain Outperform.”

    Meteoric Resources NL (ASX: MEI)

    The Meteoric Resources share price is up 4.5% to 15.7 cents. This follows news that the rare earths developer has produced its first batch of mixed rare earth carbonate (MREC) from its recently constructed pilot plant for the Caldeira Rare Earth Project in Brazil. Meteoric Resources’ managing director, Stuart Gale, said: “It’s great to deliver our first batch of MREC from the Caldeira Project. The team have done an excellent job in the development of the Pilot Plant – from acquisition of key equipment, recruitment of operators, construction and commissioning. This now places Meteoric in a small group of global companies with the ability to independently and consistently produce MREC product.”

    Ramelius Resources Ltd (ASX: RMS)

    The Ramelius Resources share price is up 6% to $3.59. This morning, this gold miner revealed that it plans to undertake a $250 million share buyback. Ramelius’ managing director, Mark Zeptner, said: “At the time of the release of our 5-Year Growth Pathway to 500koz, the Ramelius Board gave clear direction to management that we need to “maintain and grow” shareholder returns. We are demonstrating this today in the form of a A$250 million share buyback program and an increase in the minimum dividend payable.”

    The post Why 4DMedical, Megaport, Meteoric Resources, and Ramelius shares are racing higher today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in 4DMedical Limited right now?

    Before you buy 4DMedical 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 4DMedical 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 Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Megaport. 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.

  • Why Cogstate, European Lithium, GQG Partners, and Lindian Resources shares are falling today

    Frustrated and shocked business woman reading bad news online from phone.

    In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on track to record a small decline. At the time of writing, the benchmark index is down 0.25% to 8,565.4 points.

    Four ASX shares that are falling more than most today are listed below. Here’s why they are dropping:

    Cogstate Ltd (ASX: CGS)

    The Cogstate share price is down 19% to $2.03. Investors have been selling the neuroscience technology company’s shares following the release of a disappointing business update. Due to timing-related deferrals, Cogstate expects first half total revenue to be in the range of $25 million to $26 million. This is an increase of only 5% to 9% on the prior corresponding period, which is short of its previous guidance for between 18% and 20% revenue growth. And with management expecting costs to increase and put pressure on margins, its earnings will also be well short of what the market was forecasting.

    European Lithium Ltd (ASX: EUR)

    The European Lithium share price is down 5% to 18 cents. This morning, this critical metals company revealed that a term sheet has been executed for a 50%-50% joint venture between Critical Metals Corp (NASDAQ: CRML) and Fabrica de Prelucrare a Concentratelor de Uraniu of Romania. The latter is a state-owned entity and strategic partner. European Lithium owns approximately 45% of Critical Metals Corp. Its flagship Tanbreez project is one of the world’s largest, rare earths deposits and is located in Southern Greenland. Broad weakness in the rare earths industry today appears to be overshadowing this.

    GQG Partners Inc (ASX: GQG)

    The GQG Partners share price is down 2.5% to $1.73. This follows the release of the fund manager’s latest funds under management (FUM) update this morning. According to the release, GQG Partners’ FUM grew approximately 1.5% to US$166.1 billion during the month of November. While this is positive, the FUM growth was all performance related, with the company continuing to experience outflows. The company recorded a total monthly fund outflow of US$2.4 billion for November, with weakness across all four segments.

    Lindian Resources Ltd (ASX: LIN)

    The Lindian Resources share price is down almost 5% to 36.2 cents. This is despite the rare earths company announcing that it has completed the final US$10 million tranche payment for the acquisition of Rift Valley Resource Developments Limited. It is the Malawian company that holds 100% ownership of the Kangankunde Rare Earths Project. The company’s executive chair, Robert Martin, commented: “Achieving 100% ownership of Kangankunde marks another important milestone in Lindian’s journey. This structure provides clear alignment of our operational entities under which recent contracts have been secure, and with Stage 1 construction advancing rapidly and Stage 2 studies well underway, this consolidation provides full strategic and operational control as we move toward first production on what is one of the rare earth industry’s most significant development projects.”

    The post Why Cogstate, European Lithium, GQG Partners, and Lindian Resources shares are falling today appeared first on The Motley Fool Australia.

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

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

  • AT&T CEO says he made a mistake in how he went about fixing company culture — but the viral memo wasn’t it

    John Stankey
    AT&T CEO John Stankey said he was too slow on changing the company's culture.

    • AT&T CEO John Stankey said he made a mistake by being too slow at changing the company culture.
    • Stankey sent a blunt memo to employees in August about culture changes that went viral.
    • The CEO said he could've acted faster to prioritize those changes.

    CEO John Stankey said he made some missteps in addressing company culture at AT&T — and shed some new light on his internal memo that went viral.

    The lengthy memo, which was first reported by Business Insider in August, described how the company was moving to a "more market-based culture," setting off discourse about the state of workplace loyalty.

    Stankey gave some insight into the goal behind the memo during a conversation at the Wall Street Journal CEO Council Summit on Tuesday.

    When asked to name a mistake he's made, Stankey said he was too slow to tackle the "culture evolution" that was needed. He said he put it among several areas of focus for the company and that instead he should've put it at the forefront and forced specific actions to make it happen.

    Alan Murray, president of the WSJ Leadership Institute, suggested that was why Stanley sent that memo this year, rather than sooner.

    "The memo shouldn't be over-rotated on. It's one of a series of steps in trying to put a framework out there and remove excuses for leaders to lead," Stankey said, adding the memo gave context on the framework he was building for the business.

    "That memo outlined my point of view on it, and it gives leaders that want to lead all the air cover in the world they need to go and execute around that framework," he said.

    AT&T has undergone a number of changes as a company in the past year, including a return-to-office mandate of five days a week.

    In the memo to employees, Stankey effectively said they should get on board with changes to the company culture, or get out.

    "We run a dynamic, customer-facing business, tackling large-scale, challenging initiatives," Stankey said in the memo. "If the requirements dictated by this dynamic do not align to your personal desires, you have every right to find a career opportunity that is suitable to your aspirations and needs."

    At the event on Tuesday, Stankey also outlined how AT&T is pushing employees to adopt AI. He said the company has tutorials and other educational tools for employees to upskill with AI, and that he's paying attention to who is using them.

    "I want to see who's building their skill set, where they're building, and this is just the next set of skills that people are going to have to have," he said.

    Read the original article on Business Insider
  • Down 20% since November, are Bendigo Bank shares now a buy?

    Happy young woman saving money in a piggy bank.

    Bendigo and Adelaide Bank Ltd (ASX: BEN) shares are slipping today.

    Shares in the S&P/ASX 200 Index (ASX: XJO) bank stock closed yesterday trading for $10.37. In late morning trade on Wednesday, shares are swapping hands for $10.34 apiece, down 0.3%.

    For some context, the ASX 200 is up 0.1% at this same time.

    Taking a step back, Bendigo Bank shares are down 22.3% over 12 months, trailing the 2.4% one-year gains posted by the benchmark index. Though that doesn’t include the two fully-franked dividends totalling 63 cents a share the bank paid out over the year.

    At the current price, Bendigo Bank stock trades on a fully franked trailing dividend yield of 6.1%.

    Which brings us back to our headline question.

    With the ASX 200 bank stock down 20.1% since early November, is it time to buy the dip?

    Bendigo Bank shares: Buy, hold, or sell?

    Family Financial Solutions’ Jabin Hallihan recently ran his slide rule over the Aussie bank (courtesy of The Bull).

    “Bendigo and Adelaide Bank is one of Australia’s largest regional banks,” Hallihan said.

    Commenting on the big fall Bendigo Bank shares suffered in November, he noted, “Recently, an independent report highlighted weaknesses in the bank’s anti-money laundering and counter terrorism financing controls. The shares plunged on the news.”

    Despite that regulatory weakness, Hallihan has a hold recommendation on the stock. He said:

    The bank is committed to undertaking the necessary enhancements to systems, frameworks and processes to ensure full compliance with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act 2006.

    Hallihan concluded, “The shares on December 4 were trading below our $11 target. We suggest holding the stock, but investors should monitor regulatory developments and the bank’s remediation plan.”

    What happened with the ASX 200 bank stock in November?

    Bendigo Bank shares had two horror days of trading last month.

    On 11 November, shares in the ASX 200 bank stock closed down 8.5% following the release of the company’s first-quarter (Q1 FY 2026) results, which fell short of market expectations.

    Two weeks later, on 25 November, shares tumbled another 7.4% after the bank reported on an independent Deloitte review. That review identified deficiencies in Bendigo Bank’s approach to identifying, mitigating, and managing money laundering and terrorism financing risk between 1 August 2019 and 1 August 2025 at multiple branches.

    The Bendigo Bank board said it is committed to fully funding the uplift program to address all of the identified deficiencies.

    The post Down 20% since November, are Bendigo Bank shares now a buy? appeared first on The Motley Fool Australia.

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

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

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

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

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

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    Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.