If you have a high tolerance for risk, then it could be worth considering Adveritas Ltd (ASX: AV1) shares according to Bell Potter.

That’s because the broker believes this small cap ASX tech share could have major upside potential.

What is Adveritas?

This small cap ASX tech share is a technology company that develops software solutions for enterprise customers to help maximise the return on digital advertising spend.

Its key product is TrafficGuard, which is a SaaS platform that detects and intercepts fraudulent traffic in real time. This enables advertisers to reduce wasted ad spend and optimise their budgets.

Bell Potter notes that the market for ad fraud software like TrafficGuard is relatively nascent, but is growing rapidly and Adveritas is already a leading global player.

What is the broker saying about this small cap ASX tech share?

Bell Potter notes that Adveritas recently released its quarterly update and revealed annualised recurring revenue (ARR) ahead of expectations. It said:

ARR of $14.3m at the end of Q2 was up 17% on the end of Q1 and 2% ahead of our forecast of $14.0m. In absolute terms, ARR grew $2.1m in Q2 which was similar to the $1.7m in Q1 and $2.6m in Q4 of FY25 so there has now been three consecutive quarters of c.$2m growth.

And while the small cap ASX tech share’s cash generation was lower than expected, the broker thinks this was driven by a customer preference for monthly plans rather than annual plans. It adds:

Net operating cash was an outflow of $0.7m whereas we were expecting an inflow of $0.5m. The miss was driven by both lower cash receipts ($3.2m vs BPe $4.0m) and higher cash payments ($3.9m vs BPe $3.5m) than we were forecasting. The lower cash receipts appear to be largely driven by the continued shift from annual to monthly payments by customers. The cash balance at 31 December was $6.9m which was only marginally down on the $7.0m at 30 September.

Should you invest?

Looking ahead, Bell Potter continues to believe that the small cap can achieve ARR of $17.8 million in FY 2026. In light of this, the broker thinks it could be a good option for investors looking for exposure to the small side of the market.

According to the note, it has retained its speculative buy rating on Adveritas’ shares with a trimmed price target of 22 cents (from 23 cents).

Based on its current share price of 12.5 cents, this implies potential upside of 76% for investors over the next 12 months.

The broker concludes:

We have rolled forward our EV/Revenue valuation a year and now apply a 6x multiple to forecast FY27 revenue. We have also increased the risk-free rate in the DCF from 4.25% to 4.5% which has increased the WACC we apply from 9.9% to 10.1%. The net result is a 4% decrease in our price target to $0.22 which is >15% premium to the share price so we maintain our BUY recommendation.

Potential catalysts include the next quarterly in April where another quarter of c.$2m ARR growth will make our year end forecast of $17.8m look increasingly achievable if not conservative. There may also be positive news flow around new agency and/or channel partnerships.

The post This small cap ASX tech share could have 75% upside appeared first on The Motley Fool Australia.

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

The South32 Ltd (ASX: S32) share price is in focus after the diversified miner delivered a solid Quarterly Report for December 2025, highlighting production growth in key assets and continued strong financial discipline.

What did South32 report?

• Alumina production rose 3% to 1,893kt for the December 2025 half year, with Brazil Alumina achieving record results.
• Aluminium production lifted 2% to 362kt, as Hillside Aluminium reached full technical capacity.
• Manganese production jumped 58% in the half, led by recovery at Australia Manganese.
• Received US$240 million in net distributions from equity interests, including US$180 million from Sierra Gorda.
• Returned US$152 million to shareholders via fully-franked dividends and share buy-backs.
• Invested US$338 million at Hermosa, progressing development of Taylor and Clark deposits.

What else do investors need to know?

South32 maintained FY26 production guidance across its operated assets, reinforcing ongoing operational consistency. For non-operated Brazil Aluminium, guidance is under review due to some ramp-up challenges, with updated production forecasts expected alongside the December half results.

The company completed the sale of Cerro Matoso, sharpening its base metals focus. Meanwhile, Mozal Aluminium will be placed on care and maintenance from March 2026, owing to power supply constraints. Several growth projects progressed, with Ambler Metals approving a fresh US$35 million work program and Hermosa making steady headway.

South32 continued its capital management program, returning most of its US$2.5 billion allocation to shareholders, now 96% complete. The company expects to finish the program ahead of the September 2026 review.

What did South32 management say?

Chief Executive Officer Graham Kerr said:

We continued to deliver consistent operating results, with FY26 production guidance maintained across our operated assets and first half operating unit costs tracking in line with guidance.

Our consistent operating performance, combined with strengthening market conditions, enabled the Group to maintain a strong financial position while investing in our high-returning growth options and delivering returns to shareholders.

Completing the divestment of Cerro Matoso during the quarter further simplified our business, consistent with our strategy to focus our portfolio on high-quality operations and growth options in base metals.

What’s next for South32?

South32 plans to maintain operational momentum, with FY26 production guidance unchanged at core assets. Investors should look out for updated guidance on Brazil Aluminium following ramp-up issues. Growth projects, including Hermosa and Ambler Metals, are progressing with significant capital investment, adding to future production and diversification.

Cost management remains a focus as the company aims to keep operating unit costs at or below guidance levels. South32’s capital management program is nearing completion, with more shareholder returns possible ahead of its September 2026 review.

South32 share price snapshot

Over the past 12 months, South32 shares have risen 17%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post South32 grows output and returns cash: December 2025 quarterly earnings update 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.

Building a meaningful passive income doesn’t usually happen overnight. Yet with time, discipline, and the power of compounding, even relatively modest monthly savings can snowball into something far more substantial.

The key lesson is simple: the earlier and more consistently you invest, the greater the long-term potential. Monthly contributions may feel small at first, but when they’re reinvested and allowed to compound over decades, the results can be powerful.

Rather than chasing quick wins or headline yields, I’d focus on building a diversified income portfolio designed to grow steadily and sustainably.

Working backwards from a $50,000 income goal

Let’s start with the maths.

If an investor wanted to generate $50,000 per year in dividends and distributions, a useful starting assumption is a 3% portfolio yield. That’s deliberately conservative and avoids relying on unusually high payouts.

At a 3% yield:

• $50,000 ÷ 3% = $1.67 million portfolio value

That figure can sound daunting at first glance. 

But it’s important to remember two things.

First, this is the end point, not the starting line. Most of the heavy lifting is done by compounding over time. Second, the yield itself isn’t static. Many quality income investments aim to grow distributions over time, meaning the income can rise even if the portfolio value stays the same.

For simplicity, this calculation does not include franking credits. In reality, franking can materially lift after-tax income for Australian investors. The benefit will vary depending on the mix of shares and funds held, but for portfolios tilted towards Australian equities, franking is typically a tailwind rather than a headwind.

Why starting early matters more than starting big

One of the biggest advantages an investor can give themselves is time.

Regular monthly investing achieves three things at once:

• It smooths out market volatility
• It builds the habit of saving and investing
• It maximises the compounding runway

Increasing contributions earlier in life can have an outsized impact on the eventual outcome. Even small increases in monthly savings, made early, can reduce the pressure to contribute far more later on.

Over decades, capital growth, reinvested income, and incremental increases in savings can work together in a way that’s difficult to replicate with lump-sum investing alone.

A simple foundation using diversified income investments

For a core portfolio, I’d keep things straightforward.

One option is the Vanguard Australian Shares High Yield ETF (ASX: VHY), which provides exposure to a diversified basket of Australian companies with above-average dividend yields. It spreads risk across sectors and offers access to franked income without needing to pick individual stocks.

To complement that, the L1 Long Short Fund Ltd (ASX: LSF) offers a different income profile. As a listed investment company, it aims to generate returns across market cycles, with the ability to smooth dividends using profit reserves. This can add diversification away from traditional long-only equity income.

Used together, funds like these can form a simple base designed to deliver income while reducing reliance on any single company or sector.

Adding quality businesses for dividend growth

For investors willing to be more hands-on, adding a selection of individual ASX dividend shares can provide another layer of income growth.

A long-standing example, Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) has built a reputation for steady dividend increases across multiple decades, supported by a diversified investment portfolio.

For more defensive income, Telstra Group Ltd (ASX: TLS) remains a widely followed option. It is essentially a monopoly on Australian telecommunications, so predictable cash flows have historically supported ongoing shareholder distributions.

Meanwhile, Jumbo Interactive Ltd (ASX: JIN) shows how niche digital businesses can translate recurring customer activity into growing cash returns for investors.

These types of companies can complement ETFs by introducing the potential for dividend growth over time.

Bringing it all together

Generating $50,000 a year in passive income isn’t about finding a single perfect stock or timing the market just right. It’s about building a diversified portfolio, contributing regularly, reinvesting early income, and letting time do the work.

The mix of ETFs and quality businesses will differ from investor to investor. So will the pace of contributions and the eventual yield. But the underlying principle remains the same: consistent investing, compounded over long periods, can turn monthly savings into a powerful income stream.

It may not be exciting week to week. But over decades, it can be remarkably effective.

The post How I’d invest monthly savings to generate over $50,000 passive income appeared first on The Motley Fool Australia.

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Motley Fool contributor Leigh Gant owns shares in Jumbo Interactive.  The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Jumbo Interactive and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Telstra Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Jumbo Interactive and Vanguard Australian Shares High Yield ETF. 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 is in focus today as the uranium explorer reported a strong cash balance of A$187.1 million at 31 December 2025 and advanced staged development at its flagship Tumas Project in Namibia, with over 60% of detailed engineering now complete.

What did Deep Yellow report?

• Group cash balance of A$187.1 million at quarter end
• Tumas Project detailed engineering >60% complete; bulk earthworks 24% complete
• Power supply agreement executed for Tumas Project
• Exploration drilling at Tinkas Prospect confirmed uranium mineralisation with thicknesses up to 11 metres from surface
• Mulga Rock Project feasibility and trade-off studies underway after successful pilot programs
• Leadership transition with appointment of Greg Field as Managing Director and CEO, effective February 2026

What else do investors need to know?

Deep Yellow made progress across its diversified development pipeline last quarter. At the Tumas Project, the company completed a key independent technical expert report, meeting a major debt financing milestone. The Power Supply Agreement was executed and water infrastructure negotiations continue, helping de-risk the project ahead of a potential final investment decision.

The company’s exploration activities at the Tinkas Prospect and along the Tumas palaeochannel provided positive uranium mineralisation results, though follow-up drilling west of Tumas showed limited new discovery potential. Mulga Rock’s feasibility work and field surveys also advanced as Deep Yellow continues establishing a platform for future uranium output.

What’s next for Deep Yellow?

Deep Yellow aims to finalise detailed engineering and continue early works at Tumas in coming months, along with progressing power and water infrastructure agreements. Updated project schedules and financial models are being prepared to support a final investment decision when market conditions are right.

The company remains focused on its dual-pillar growth strategy, with coming milestones expected from project financing, feasibility studies at Mulga Rock, and exploration updates from its Namibian and Australian assets. Management highlights a commitment to becoming a globally diversified, long-term uranium supplier.

Deep Yellow share price snapshot

Over the past 12 months, Deep Yellow shares have climbed 58%, strongly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Deep Yellow quarterly update: Cash strong, Tumas Project on track appeared first on The Motley Fool Australia.

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• Regis Resources posts record cash, resumes dividend, extends production outlook

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.

If I had $20,000 to invest today and wanted exposure to long-term growth without the stress of picking individual stocks, I would lean heavily toward exchange-traded funds (ETFs).

I like ETFs as they provide instant diversification and easy access to powerful investment themes.

With $20,000, I think it makes sense to spread your money across different parts of the market rather than trying to find one perfect investment. This is how I would allocate it, and why.

iShares S&P 500 ETF (ASX: IVV)

The largest allocation would go to iShares S&P 500 ETF. I would put $10,000 into this fund.

It provides access to 500 of the largest companies listed in the United States. These include global leaders that we rely on every day for our smartphones, streaming, shopping, and work.

What I like about the IVV ETF is that it gives you access to businesses that simply do not exist on the ASX. Companies like Apple, Microsoft, Nvidia, and Amazon are major drivers of global economic growth, yet Australian investors only get exposure to them through international ETFs.

By allocating half of the portfolio to this ETF, I would be anchoring the investment in high-quality global companies with long track records of earnings growth.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

Next, I would invest $6,000 into the BetaShares S&P/ASX Australian Technology ETF.

The ATEC ETF gives exposure to Australia’s technology sector, including software, payments, and digital services companies. While this part of the market can be volatile, it also offers stronger growth potential than many traditional ASX sectors.

I like having targeted exposure to Australian tech because it balances the heavy weighting toward banks and resources that dominate the local index. The BetaShares S&P/ASX Australian Technology ETF adds a growth tilt to the portfolio without needing to pick individual tech stocks.

This allocation is smaller than the iShares S&P 500 ETF for a reason. Technology can be cyclical, and I would want to size it appropriately.

BetaShares Global Cybersecurity ETF (ASX: HACK)

The final $4,000 would go into the BetaShares Global Cybersecurity ETF.

Cybersecurity is one of those areas where demand keeps growing regardless of economic conditions. As businesses, governments, and consumers become more digital, protecting data and systems becomes increasingly critical.

The HACK ETF provides exposure to a global portfolio of cybersecurity companies, many of which are based in the United States. Rather than trying to guess which individual company will win, this ETF spreads risk across the sector.

I see this allocation as a long-term thematic investment that could benefit from structural growth over many years.

Why this mix works

This $20,000 ETF portfolio would give me exposure to global large-cap leaders through the IVV ETF, Australian technology growth through the ATEC ETF, and a global cybersecurity theme through the HACK ETF.

It is diversified across regions, sectors, and investment styles, while still being simple enough to manage. Importantly, it is a portfolio I would feel comfortable holding through market volatility and adding to over time.

If I were investing $20,000 today, this is exactly the kind of ETF mix I would want working for me in the background while I focus on saving and investing consistently.

The post These are the ETFs I would buy with $20,000 appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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 Amazon, Apple, BetaShares Global Cybersecurity ETF, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Amazon, Apple, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Generation Development Group Ltd (ASX: GDG) share price is in focus after the company posted a record December quarter, with total group Funds Under Management (FUM) jumping 36% year-on-year to $34.5 billion and Generation Life gross sales inflows surging 57% to $393 million.

What did Generation Development Group report?

• Group Funds Under Management (FUM) rose to $34.5 billion, up 36% on the prior corresponding period (PCP).
• Generation Life delivered record quarterly gross sales inflows of $393 million, up 57% PCP, and FUM up 34% to $5.2 billion.
• Evidentia achieved net inflows of $1.6 billion for the quarter and maintained a 100% tailored client retention rate.
• Lonsec saw continued iRate subscription growth and completed the Pound for Pound benchmarking pilot in the UK.
• Key strategic wins included finalising a long-term alliance with Ironbark Asset Management and acquiring Encore Advisory Group.

What else do investors need to know?

During the quarter, Generation Development Group maintained strong momentum across all divisions. Evidentia expanded its client base, launched several new managed account solutions, and completed the Encore Advisory Group acquisition to strengthen its practice management offering.

Generation Life posted record adviser engagement, with adviser event attendance up 49%, and extended its market leadership in investment bonds. Meanwhile, the Lonsec business focused on innovation, with new governance tools ready for market in Q3, and ongoing integration efforts targeting adviser workflow solutions.

What did Generation Development Group management say?

Felipe Araujo, Chief Executive Officer, Generation Life said:

We continue to see strong and consistent momentum in our inflows, underpinned by deep adviser engagement and growing awareness of the role investment bonds play in long-term wealth planning. We are investing now in capability, partnerships and product development to ensure Generation Life is well positioned to support advisers and clients as future growth opportunities continue to emerge.

What’s next for Generation Development Group?

Looking ahead, Generation Development Group is prioritising investment in technology, innovation, and new product development to capture further growth. The recent Ironbark alliance and Encore Advisory acquisition are set to drive significant inflows and enhance the group’s advisory and investment capabilities.

Management remains confident about second-half inflows, with several contracted schemes scheduled to commence in Q3. The group will continue to focus on efficiency, strategic partnerships, and expanding its adviser and client base through FY26 and beyond.

Generation Development Group share price snapshot

Over the past 12 months, Generation Development Group share have risen 41%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

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

The Greatland Resources Ltd (ASX: GGP) share price is in focus today after releasing its December 2025 quarter report, highlighting a record 54,204 metres of drilling and highest ever grades from the West Dome Underground project.

What did Greatland Resources report?

• 54,204 metres drilled in the December quarter, contributing to 106,766 metres for FY26 H1.
• Exceptional West Dome Underground drilling: 55.3m @ 7.4g/t gold & 0.43% copper and 27m @ 9.3g/t gold.
• Resource growth and conversion drilling advancing mine life extension across Telfer open pit and underground.
• Milestone reached: 51% interest earned in the Paterson South project with Rio Tinto.
• Pleasing regional exploration results, including 8m @ 1.30g/t gold at Teague (Paterson South).

What else do investors need to know?

Greatland completed a record first half drilling program and remains on track for a 240,000 metre campaign at Telfer, the largest in the site’s history. Increased drill capability on site will support accelerated activity in the March quarter, including a maiden Mineral Resource Estimate at West Dome Underground.

Strong results across West Dome Open Pit, Main Dome Underground, and regional prospects (including Ernest Giles and Big Tree) continue to support the potential for multi-year life extensions at Telfer. The company also finalised a significant milestone at Paterson South, now managing a joint venture with Rio Tinto and planning for further exploration work.

What’s next for Greatland Resources?

Investors can expect an acceleration of drilling with increased capacity on site during the March 2026 quarter. Greatland targets a maiden Mineral Resource Estimate for West Dome Underground, alongside updates for Main Dome and West Dome Open Pit as new drill results are incorporated.

With strong progress at Telfer, a new JV stage at Paterson South, and continued exploration across Western Australia, Greatland is positioning for potential multi-year mine life extensions and growth in its gold and copper operations.

Greatland Resources share price snapshot

Over the past 12 months, Greatland Resources shares have risen 91%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Greatland Resources posts record drilling and grades at Telfer appeared first on The Motley Fool Australia.

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• Sandfire Resources shares: December 2025 quarter results
• South32 grows output and returns cash: December 2025 quarterly earnings update
• Deep Yellow quarterly update: Cash strong, Tumas Project on track
• Generation Development Group posts record December quarter earnings and inflows
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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.

A new report from broker Bell Potter has tipped massive growth for ASX materials stock LinQ Minerals Ltd (ASX: LNQ). 

LinQ Minerals (LNQ) is a Perth-based gold-copper exploration and development company. 

Its primary asset is the Gilmore Gold-Copper Project, an advanced exploration project covering ~597km2 over a strike length of ~40km between the towns of Temora and West Wyalong in central west NSW.

Since first listing on the ASX in June last year, it has rocketed more than 230% higher. 

It has enjoyed the tailwinds of global gold prices. 

For context, the Global X Physical Gold Structured (ASX: GOLD), which tracks the Australian dollar gold price, is up 40% in that same span. 

After yesterday’s trading, it sits at $0.64 per share. However, Bell Potter seems to believe it can continue to climb in the near future. 

Why is Bell Potter bullish?

In yesterday’s report from Bell Potter, the broker highlighted the outstanding run of drilling results for this ASX materials stock. 

After kicking off a maiden drilling program in October 2025, LNQ has released a series of drill results that have infilled and extended broad zones of gold-copper mineralisation at the Dam deposit, part of its 100%-owned Gilmore Gold Project, an advanced exploration stage project covering ~597km2 between Temora and West Wyalong in central west NSW.

The broker also said the results confirm and extend the continuity of a higher-grade core of gold-copper mineralisation at the Dam deposit. 

According to Bell Potter, the consistency in the width and grade of these holes over >300m of strike is also a positive indicator for further potential extensions both at depth and within wide-spaced drilling at the southern end of the deposit. 

The ASX materials company will resume its drill program in the coming weeks, with further holes at Gidginbung and the Dam. 

Results from this follow-up program have clear potential to be positive catalysts for the share price. LNQ remains relatively cheap compared with peer companies.

Strong price target upside 

Based on this guidance, the team at Bell Potter have a speculative buy recommendation on this ASX materials stock. 

It also has a price target of $0.90. 

Based on yesterday’s closing price, this indicates an upside of approximately 40.6%. 

The broker said it sees the foundations of a competitive development project that is undervalued by the market, and current and planned drilling programs have the potential to highlight this and catalyse a re-rating. 

The post “A Giant Awakes” – Broker tips 40% upside for this ASX materials stock appeared first on The Motley Fool Australia.

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• Sandfire Resources shares: December 2025 quarter results
• This gold and copper producer is forecast to deliver double-digit returns
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• South32 grows output and returns cash: December 2025 quarterly earnings update

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

The Regis Resources Ltd (ASX: RRL) share price is in focus as the company reported record quarterly operating cash flow, resumed dividend payments, and extended the production outlook at Duketon North.

What did Regis Resources report?

• Gold sales of 99,538 ounces, generating $641 million revenue at an average price of $6,436 per ounce
• Group gold production of 96,556 ounces at an all-in sustaining cost (AISC) of $2,839 per ounce
• Operating cash flow of $419 million for the quarter, with a $255 million increase in cash and bullion to $930 million
• Fully franked dividend of 5 cents per share, returning $38 million to shareholders
• Development of Buckingham–Wellington open pit adding 251,000 ounces in ore reserves at Duketon North

What else do investors need to know?

Regis resumed fully franked dividends as cash generation hit a quarterly record, supported by stable output at both Duketon and Tropicana. Cost discipline remained a key focus amid ongoing investment in capital works, with $115 million spent on development and equipment.

Exploration remains a priority, with over 100 prospects in the pipeline and expanded drilling confirming growth potential at several sites. The strong pipeline underpins Regis’ extended production profile, with Duketon North now set to operate through FY31 thanks to the Buckingham–Wellington project.

A Federal Court decision is pending regarding the legal status of the McPhillamys Gold Project. In parallel, Regis has progressed technical work on an integrated waste solution to support future approvals for the project.

What did Regis Resources management say?

Regis Resources Managing Director Jim Beyer said:

The December quarter saw another consistent and reliable operational performance across Duketon and Tropicana, translating into record cash and bullion generation and continued strengthening of the balance sheet… We expect to release a formal capital management policy in conjunction with our half year results in February.

What’s next for Regis Resources?

Regis maintained full-year guidance for FY26, with group production expected between 350,000 and 380,000 ounces at AISC of $2,610–$2,990 per ounce. Exploration outlays were lifted to $70–80 million after strong initial results, positioning the company to grow reserves and extend mine life.

Regis is set to publish a formal capital management policy alongside its half-year results and will provide a further update on McPhillamys once court proceedings conclude and technical assessments progress.

Regis Resources share price snapshot

Over the past 12 months, Regis Resources shares have risen 166%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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The post Regis Resources posts record cash, resumes dividend, extends production outlook 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.

The Netwealth Group Ltd (ASX: NWL) share price is in focus today after the business reported second consecutive record quarterly custodial fund inflows of $8.4 billion, with funds under administration (FUA) totalling $125.6 billion—up 23.6% from the prior year.

What did Netwealth Group report?

• Total custodial FUA inflows of $8.4 billion for the December 2025 quarter
• Total FUA at 31 December 2025 reached $125.6 billion, up 23.6% year-on-year
• Net FUA flows for the quarter of $4.2 billion, or a record $4.6 billion excluding institutional outflows
• Managed Account FUM net flows of $1.8 billion, up 61.4% on prior year
• Total number of accounts grew 13.7% over the year to 172,221

What else do investors need to know?

Netwealth continued to invest in its platform and distribution, bringing on five experienced sales executives and launching new features. During the quarter, the group soft-launched its individual HIN administration offering, designed for advisers and stockbrokers, and fully rolled out Netwealth Private targeting the HNW and UHNW segment.

Enhanced research and integration tools, including AI-powered summaries and advanced charting, were deployed to support new initiatives. Efficiency upgrades, such as digital account opening and automated super-to-pension transfers, were completed to improve the client experience.

What did Netwealth Group management say?

Matt Heine, CEO and Managing Director, said:

Our customers are central to our strategy and our focus remains on both understanding and delivering solutions that meet our client needs.

We’re pleased to be adding individual HIN administration and reporting for our users, providing this important and new market with access to the Netwealth platform functionality including enhanced user experiences and customer options while delivering adviser capacity.
Equally as pleasing is the Netwealth Private offering that can operate as a standalone solution or in conjunction with our individual HIN offering.

These solutions continue to underpin our Ultra and High Net Wealth offering and demonstrates our significant experience and capability in this segment.

What’s next for Netwealth Group?

Looking ahead, Netwealth expects FY26 FUA net flows to be broadly in line with FY25, with an EBITDA margin around 49% (excluding the First Guardian compensation impact). The company anticipates a $101 million one-off compensation charge in 1H26 but notes dividends will be based on underlying earnings, excluding this charge.

Management highlights strong recurring revenue, consistent cash flow, and low capital expenditure as ongoing strengths. The individual HIN rollout and continued integration work are expected to expand Netwealth’s footprint in the growing wealth management sector.

Netwealth Group share price snapshot

Over the past 12 months, Netwealth shares have declined 12%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Netwealth Group posts record fund inflows in Q2 FY26 appeared first on The Motley Fool Australia.

More reading

• Sandfire Resources shares: December 2025 quarter results
• South32 grows output and returns cash: December 2025 quarterly earnings update
• Deep Yellow quarterly update: Cash strong, Tumas Project on track
• Generation Development Group posts record December quarter earnings and inflows
• Greatland Resources posts record drilling and grades at Telfer

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