Santana Minerals Ltd (ASX: SMI) is not a household name amongst ASX mining stocks.

But the aspiring gold producer is starting to turn heads thanks to its Bendigo-Ophir gold project in New Zealand.

In essence, the project hosts a resource base containing more than 2.3 million ounces of gold scattered across four deposits.

However, the jewel in the crown is the flagship Rise and Shine (RAS) deposit with nearly 2.1 million ounces of gold.

Santana plans to build a mine Rise and Shine and become a significant ASX gold producer.

The ASX mining stock has already outlined a robust economic profile for a potential gold mine.

Here, an economic evaluation envisaged 1.25 million ounces of total gold sales from an initial mine life of 13.8 years.

However, today’s “exceptional” drilling results from Rise and Shine could give the project another shot in the arm.

What happened?

The ASX mining stock has been conducting drilling to test for northern extensions of Rise and Shine.

And today’s results returned “outstanding” high-grade intercepts, confirming the continuation of the high-grade core of the deposit known as the HG1 domain.

Notably, one hole named MDD487 returned a “bonanza” result of 8.7 metres grading 30.6 grams per tonne gold.

This intercept ranks amongst the top ten holes drilled to date at Rise and Shine. It includes consistent grades above 15g/t gold, with two assays exceeding 100g/t gold.

Management noted that this intercept highlights the strength of the HG1 domain when compared with the broader mineralised system.

Other significant hits from the drilling include 27.6m at 3.5g/t gold and 12.6m at 4.2g/t gold.

Management believes these results point to the potential for a larger underground operation than previously envisaged.

Santana Minerals chief executive officer, Damian Spring, commented:

Today’s results reinforce the continuity of high-grade mineralisation within the HG1 zone. The MDD487 interval returned a pre-top-cut grade of 40.2g/t, highlighting the strength of the system even before standard capping is applied. Intervals of this calibre, repeatedly observed across RAS, continue to strengthen our confidence in the geological model and the consistency of the high-grade domains.

Share price in focus

Despite the upbeat news, shares in the ASX mining stock have seen little movement in today’s session.

More specifically, its shares are changing hands at $0.81 each at the time of writing, down by 0.6% from yesterday’s close.

That said, Santana investors have enjoyed a fruitful year in 2025, with the company’s shares rocketing by 76% since the start of January.

This performance has far outpaced the broader market, with the S&P/ASX All Ordinaries Index (ASX: XAO) up by 5% during the same period.

The post Up 76% in less than a year and this ASX mining stock just revealed some “exceptional” gold news appeared first on The Motley Fool Australia.

More reading

• Up 78% this year! Could this little-known ASX mining stock be the next big gold producer?

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

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Amazon (NASDAQ: AMZN) is a leading artificial intelligence company that incorporates AI into its vast e-commerce and advertising platforms, as well as being the world’s largest cloud computing company. However, it is now taking a key step in expanding its AI empire by rolling out a new AI chip that could significantly challenge the dominant position held by chipmaker Nvidia (NASDAQ: NVDA).

Amazon’s Trainium3 chip is the latest movement in the company’s efforts to scale up its custom AI hardware offerings. The company unveiled the chip Dec. 2 at its annual re:Invent conference in Las Vegas. 

“Trainium already represents a multibillion-dollar business today and continues to grow really rapidly,” Amazon Web Services CEO Matt Garman said.

Should Nvidia investors be worried about Amazon’s latest offering?

Amazon has compelling reasons to develop its own chips — Nvidia’s powerful graphics processing units (GPUs) are state-of-the-art, handling both the training and inference of the most advanced AI applications. But they’re also extremely expensive. The Blackwell chips are reportedly priced between $30,000 and $40,000 each, and companies must cluster thousands of them in data centers to run AI programs.

The Trainium3 chips can handle some AI tasks at lower prices. Dave Brown, a vice president at Amazon Web Services, told Yahoo! Finance that developers can save 30% to 40% by using Amazon chips instead of Nvidia’s.

And of course, the more work that Amazon does with its in-house chips, the less money it will need to spend with Nvidia. Amazon accounts for 7.5% of Nvidia’s revenue, Bloomberg reports.

Will this hurt Nvidia?

On its own, probably not. Amazon won’t completely stop buying Nvidia products, and Nvidia has no shortage of customers that it can replace Amazon with, if needed. Nvidia CEO Jensen Huang has said that the company sold out of cloud GPUs and that its Blackwell sales are “off the charts.” Revenue in the company’s fiscal third quarter of 2026 (ending Oct. 26, 2025) was $57 billion, up 62% from a year ago. The company also reported data center revenue of $51.2 billion, representing a 66% increase from the same period in the previous year.

Nvidia’s guidance calls for revenue this fiscal year of $212.8 billion, followed by fiscal 2027 revenue of $316 billion as it begins selling its next-generation Rubin architecture.

The company recently announced a deal with OpenAI, the maker of ChatGPT, for 10 gigawatts of computing power, and has also recently secured deals with Anthropic, Intel, Palantir Technologies, Alphabet, Microsoft, Oracle, and xAI.

But the market’s response to Amazon’s new chip is worth watching — especially in the wake of Meta Platforms‘ reported negotiations to buy data center chips from Alphabet’s Google. It was only a matter of time before Nvidia started facing growing competition from some of its biggest customers, and it will be up to Huang’s leadership team to prove to customers that its GPUs are worth the premium price.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Amazon is expanding its AI chip ambitions. Should Nvidia investors be worried? appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

More reading

• Michael Burry just sent a warning to artificial intelligence (AI) stocks. Should Nvidia investors be worried?
• Amazon just made a major AI announcement. Here’s what it means for investors.
• Where will Nvidia be in 5 years?
• The ASX ETFs I’d buy for my kids or grandkids
• How to target China’s AI rush through ASX investing

Patrick Sanders has positions in Nvidia and Palantir Technologies. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Intel, Meta Platforms, Microsoft, Nvidia, Oracle, and Palantir Technologies. 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 Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The BWP Group (ASX: BWP) share price is in focus following the trust’s latest dividend announcement, with the Board declaring a distribution of 9.58 cents per security for the six months to 31 December 2025.

What did BWP Group report?

• Interim distribution: 9.58 cents per stapled security, unfranked
• Ex-dividend date: 30 December 2025
• Record date: 31 December 2025
• Payment date: 27 February 2026
• Dividend reinvestment plan (DRP) available, with election date closing 2 January 2026

What else do investors need to know?

This interim distribution is unfranked, with 100% paid as unfranked income. BWP’s DRP allows eligible investors to reinvest their distribution into additional units, with the price set by the average security price between 6 and 19 January 2026. Investors should note tax component details will be confirmed in a separate ASX release on 13 February 2026.

According to BWP Group, information and DRP rules are available via their investor centre or through the share registry at Computershare.

What’s next for BWP Group?

Looking ahead, BWP Group investors can expect further details on the distribution’s tax components before the payment is made in February. The trust continues to offer its DRP without discount for eligible securityholders, supporting reinvestment opportunities.

BWP Group remains focused on delivering steady distributions to its unitholders and providing regular updates as further financial results are released.

BWP Group share price snapshot

Over the past 12 months, BWP Group shares have risen 13%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen around 2% over the same period.

View Original Announcement

The post BWP Group announces December 2025 half-year dividend: distribution details and DRP 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.

CSL Ltd (ASX: CSL) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) biotech stock closed yesterday trading for $182.30. In early afternoon trade on Thursday, shares are changing hands for $183.49 apiece, up 0.7%.

For some context, the ASX 200 is just about flat at this same time.

Unfortunately for longer-term stockholders, CSL shares remain down 35.2% over the past 12 months. Losses that will have only been modestly eased by CSL’s two dividend payouts over the year. At the current share price, the ASX 200 stock trades on an unfranked 2.5% trailing dividend yield.

As you may be aware, most of the selling has occurred since market close on 18 August. On 19 August, shares closed down a sharp 16.9% following the release of CSL’s full-year FY 2025 results.

Atop revealing sluggish influenza vaccine uptakes in the United States, one of the biggest concerns investors appeared to have was CSL’s announcement that it intended to spin off one of its Seqirus segment – one of the world’s largest influenza vaccine businesses – into a separate ASX-listed company.

Management has since temporarily mothballed the Seqirus spin-off plans as they wait for conditions in the US influenza vaccine market to improve.

With all that said, having reviewed the recent carnage, Red Leaf Securities’ John Athanasiou believes investors have way oversold CSL shares (courtesy of The Bull).

A rare opportunity to buy CSL shares

“This biotechnology company is massively oversold, in our view,” said Athanasiou. “CSL offers a rare chance to buy a global plasma therapy powerhouse at a discount.”

Digging into the strengths CSL shares offer, Athanasiou said:

Its $1.5 billion US investment strengthens the core Behring business and secures long term immunoglobulin supply. Its planned transformational restructuring is expected to unlock between $500 million and $550 million over three years, turbocharging cash flow.

Looking ahead, Athanasiou concluded, “Share buy-backs, a rising dividend and secular demand tailwinds for chronic therapies point to significant upside if management can successfully execute its strategy.”

Is the ASX 200 stock already on the comeback trail?

CSL shares hit a five-year-plus closing low of $170.77 on 29 October. The stock has now gained 7.5% from that low.

The biotech company looks to have helped boost investor sentiment following its Capital Markets Day on 5 November.

Management used the opportunity to highlight that CSL Seqirus had a 42% share of the global influenza vaccine market in 2025.

They also noted that, should the world see another pandemic outbreak, CSL would be able to pump out 500 million pandemic doses within four months.

In that scenario, CSL said it would expect to earn more than $3.5 billion in pandemic revenue.

The post Why CSL shares now look ‘massively oversold’ appeared first on The Motley Fool Australia.

More reading

• 4 ASX shares I’d buy today with $10,000
• 3 high-quality ASX 200 shares now trading at multi-year discounts
• Here’s the dividend forecast out to 2030 for CSL shares
• Is the worst finally over for CSL shares?
• What happened with CSL shares in November?

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

Commonwealth Bank of Australia (ASX: CBA) shares are $152.48 apiece, up 0.28% on Thursday.

Meanwhile, the S&P/ASX 200 Index (ASX: XJO) is 0.047% higher.

It’s been an interesting year for CBA shares in 2025. To date, the market’s largest stock has decreased in value by 0.74%.

In 2024, the CBA share price soared by almost 40%.

The momentum continued this year until late June, when CBA shares peaked at a historical high of $192 apiece.

It’s been downhill ever since.

Meanwhile, the other three major bank shares have risen strongly to reach new all-time highs last month.

The ANZ Group Holdings Ltd (ASX: ANZ) share price reached a new record of $38.93.

Westpac Banking Corp (ASX: WBC) shares went to a record $41, and National Australia Bank Ltd (ASX: NAB) reached a high of $45.25.

Looking ahead to 2026

CBA has released its corporate calendar for 2026. Here are the dates to note in your diary.

CBA will release its 1H FY26 results and announce its interim dividend on 11 February.

The ex-dividend date for the interim dividend will be 18 February.

The record date will be 19 February.

If you’d like to reinvest your dividends automatically via dividend reinvestment plan (DRP), you must enrol by 20 February.

CBA will pay the dividend on or about 30 March.

The company will announce its FY26 full-year results and final dividend on 12 August.

The ex-dividend date for the final dividend will be 19 August.

The record date will be 20 August, and the DRP election deadline will be 21 August.

CBA shares will pay the dividend on or about 29 September.

The annual general meeting is scheduled for 14 October.

What’s next for CBA shares?

Morgans does not mince words on CBA shares, recommending that clients “aggressively reduce overweight positions”.

The broker has a sell rating on CBA shares with a price target of $96.07.

That suggests a potential 37% downside over the next 12 months.

In a recent note, Morgans said:

We remain SELL rated on CBA, recommending clients aggressively reduce overweight positions given the risk of poor future investment returns arising from the even-now overvalued share price and low-to-mid single digit EPS/DPS growth outlook.

In terms of dividends, CBA paid an annual fully franked dividend for FY25 of $4.85 per share.

The consensus expectation for FY26 among analysts on the CommSec platform is $5.25 per share.

Based on today’s share price, that gives CBA a trailing dividend yield of 3.2% and a forward dividend yield of 3.4%.

The post Own CBA shares? Here are the dividend dates for 2026 appeared first on The Motley Fool Australia.

More reading

• ASX bank stocks: Buy, sell, or hold?
• Down 8% and 11% in November – Is this the start of a long slide for NAB and CBA shares?
• Buying NAB shares? Here’s how the bank aims to cement its market leading business
• Westpac versus CBA shares: Which bank is a better buy for 2026?
• Analysts rate CBA and these popular ASX shares as sells

Motley Fool contributor Bronwyn Allen 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.

If you are looking for exposure to the tech sector and have a high tolerance for risk, then it could be worth checking out 4DMedical Ltd (ASX: 4DX) shares.

That’s the recommendation of analysts at Bell Potter, which believe this high-flying ASX tech stock could rise strongly from current levels.

What is the broker saying?

Bell Potter was pleased to see the lung imaging technology provider announce a significant expansion of its distribution agreement with Koninklijke Philips NV (NYSE: PHG) this week.

This for its FDA-cleared, non-contrast computed tomography (CT) ventilation and perfusion imaging solution, CT:VQ.

It highlights that Philips will expand its commitment via a dedicated sales force, incentivised to chase new business for CT:VQ. This is being funded by Philips and is in addition to a US$10 million minimum sales commitment.

Commenting on the deal, Bell Potter said:

The deal represents a significant win for 4DX at a time when numerous developers of AI based medical diagnostics have withered on the vine. 4D Medical has never promoted its products as self-learning, rather they are cloud deployed algorithms for diagnosis of various pulmonary defects where the data input is the images from conventional CT. The 4DX technology requires no additional hardware and fits in seamlessly with radiology workflows.

The revenue commitment by Philips relates only to the CTVQ product, nevertheless, the securing of a minimum contract value by a tier one distribution partner is a rarity and represents a further validation of the 4DX CTVQ technology and the intent by Philips to embrace the technology for the long term.

Time to buy this ASX tech stock

In response to the news, Bell Potter has reaffirmed its speculative buy rating with an improved price target of $2.50 (from $2.25).

Based on its current share price of $1.79, this implies potential upside of approximately 40% for investors over the next 12 months.

Commenting on its buy recommendation, the broker concludes:

We retain our Buy (Speculative) rating. Price target is raised to $2.50 from $2.25. Short terms catalysts include the first major new client signing under the Philips banner now anticipated in 1H26. We expect further wins from the 4D Medical sales team being mainly expansion of existing license arrangement to include fee for service revenues for CTVQ.

Overall, this could make this exciting ASX tech stock one to consider if it fits your risk profile.

The post Guess which ASX tech stock could rise 40% in 2026 appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Thursday
• Why 4DMedical, Dateline, Predictive Discovery, and Wildcat shares are racing higher
• Why this exciting ASX tech stock is rocketing 18% today

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.

ASX bank stocks dominate the Australian share market, particularly the big 4 major banks: Commonwealth Bank of Australia (ASX: CBA), Westpac Banking Corp (ASX: WBC), National Australia Bank Ltd (ASX: NAB), and ANZ Group Holdings Ltd (ASX: ANZ). Together, the 4 majors make up around a quarter of the S&P/ASX 200 Index (ASX: XJO) by market capitalisation.

There are more smaller players outside of the majors, though. Macquarie Group Ltd (ASX: MQG), Bank of Queensland Ltd (ASX: BOQ), Bendigo and Adelaide Bank Ltd (ASX: BEN), and Judo Capital Holdings Limited (ASX: JDO) are alternative options for investors looking for banking exposure. Bendigo Bank is the only one not listed on the ASX 200 Index.

At the time of writing, CBA shares are down 0.81% to $150.82, Westpac shares are down 0.86% to $37.08, NAB shares are 0.74% lower at $40.12, and ANZ shares are down 0.12% to $34.69.

Outside of the majors, Macquarie shares are 0.12% lower at the time of writing to $195.73; BOQ shares are 0.16% higher at $6.35 a piece; Bendigo shares are 0.2% higher at $10.10 each; and Judo shares have climbed 1.93% to $1.69.

Which ASX bank stocks are a buy?

While sentiment around Macquarie shares is mixed, overall, analysts are pretty positive on the stock. Out of 14 analysts, 7 have a buy or strong buy rating on the shares, and the maximum target price is as high as $264.98. This implies a potential 34.9% upside from the share price at the time of writing.

Broker consensus for Judo Bank shares is a strong buy. The maximum target price is $2.40, implying a potential 42.26% upside for the ASX bank stock over the next 12 months. Analysts and investors appeared to be pleased with the bank’s latest AGM update and think the stock is currently undervalued with the likelihood of a substantial upside ahead.

Which ASX bank stocks are a sell?

Analysts think CBA’s premium share price is far too expensive right now, and overdue a correction. The majority have a sell rating on the banking giant’s stock, with a target price as low as $96.07 each. This implies a potential 36.26% downside over the next 12 months, based on the share price at the time of writing. The team at Medallion Financial Group urges investors to be cautious about buying the stock.

Westpac shares are also tipped to sink further over the next 12 months. The team at Macquarie has an underperform rating on the stock and a target price of $31. This implies a potential 22.7% downside at the time of writing. The bank is expected to have limited growth over the coming years.

Analysts also have a sell rating on NAB shares. The team at Morgans said the bank missed consensus expectations of flat earnings in the second half of FY25. The broker has a sell rating and $31.46 target price on the stock. This implies a potential 21.6% downside for investors. 

Bendigo Bank shares have been dealt an underperform rating and $10.50 target price by the team at Macquarie. This implies a potential 3.9% upside could be ahead for the bank, using the current trading price. The broker said it isn’t overly impressed with the bank’s latest results, saying it missed consensus expectations by 8%.

BOQ shares are also on the chopping board right now. The majority of analysts have a sell or strong sell rating on the shares. They expect the price could drop as low as $4.64 over the next 12 months. That’s a potential 27.2% downside at the time of writing. Macquarie analysts said the bank’s valuation is stretched and that there is a downside risk to its earnings and margins.

Which ASX banks stocks are a hold?

ANZ is lagging behind the other big 4 banks, and while its shares are higher for the year to date, brokers at Macquarie said the bank is showing early signs of revenue underperformance. The broker has a neutral rating on ANZ shares with a target price of $35, which implies a 0.9% upside at the time of writing.

The post ASX bank stocks: Buy, sell, or hold? appeared first on The Motley Fool Australia.

More reading

• Own CBA shares? Here are the dividend dates for 2026
• Down 8% and 11% in November – Is this the start of a long slide for NAB and CBA shares?
• Buying NAB shares? Here’s how the bank aims to cement its market leading business
• Bendigo Bank shares fall despite RACQ deal
• Forget Westpac shares and buy these ASX dividend stocks

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 Bendigo And Adelaide Bank and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Rio Tinto Ltd (ASX: RIO) shares are having a strong session on Thursday.

In afternoon trade, the mining giant’s shares are up over 2.5% to $138.88.

Investors have been bidding its shares higher after the copper price climbed to a new record high overnight.

Can its shares keep rising? Let’s see what analysts at Macquarie Group Ltd (ASX: MQG) are saying about the miner.

What is the broker saying?

Macquarie is feeling positive about Rio Tinto’s outlook and believes there are still opportunities for the miner to continue to improve its business. It said:

Although RIO has outperformed BHP in Australia, we think there is scope for continued underlying business improvement at this week’s Capital Markets Day (CMD) via: A streamlined operating model – Deploying roles back to assets, reducing overheads and bureaucracy; Iron ore cost out – a transformation program may look to close the FCF gap to BHP from ~US$7-8/t to ~US$4/t. Unlocking copper growth – including OT ramp-up, Kennecott U/G options, Resolution and Codelco JV opportunities. Ally optimisation – Value chain optimisation in aluminium leading to more bauxite exports and re-powering of Tomago and Boyne. Lithium rationalisation – Deferring hard rock decisions and uncommitted brine capital, assessing DLE potential.

In light of this, the broker continues to prefer Rio Tinto over rival BHP Group Ltd (ASX: BHP). This is due partly to BHP’s latest failure to reach a deal for copper miner Anglo-American (LSE: ALL). It notes that it continued interest in Anglo-American could be interpreted as dissatisfaction with its own copper portfolio. It adds:

We continue to prefer UK based RIO both at home (ASX) and away (LSE). Whilst expectations of RIO’s improvement may be priced in, BHP’s recent AAL move may see continued discounts due to perceived copper program flaws. BHP will need to demonstrate a suitable investment case to turn the tables.

Should you buy Rio Tinto shares?

While Rio Tinto is its preference, it still only has a neutral rating and $130.00 price target on its shares. This is below its current share price, which could indicate they have peaked for the time being.

Commenting on its recommendation, Macquarie said:

Neutral. With Fe supply growth, we think RIO will announce a simplified operating model at this CMD and reduce costs to buffer returns to shareholders. We continue to prefer RIO to BHP over a six-month outlook, with BHP’s riskier catalyst backdrop outweighing superior asset quality.

TPs increase to A$130/£50ps for ASX/LSE on higher Ebitda and iron ore NPV increase. Unchanged valuation approach (50/50 Ebitda multiple/NAV).

The post How much upside does Macquarie tip for Rio Tinto shares? appeared first on The Motley Fool Australia.

More reading

• Rio Tinto or BHP shares? Expert says which stock to buy as copper price smashes record
• Rio Tinto versus BHP shares: One I’d buy and one I’d sell
• What happened with BHP, Rio Tinto and Fortescue shares in November?
• Macquarie names best and worst ASX stocks to buy in a rising interest rate environment
• Revealed: BHP and 4 other ASX 200 mining stocks rank among top global copper producers

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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.

DroneShield Ltd (ASX: DRO) shares are enjoying a welcome day of strong gains today.

Shares in the S&P/ASX 200 Index (ASX: XJO) drone defence company closed yesterday trading for $1.835. During the Thursday lunch hour, shares are swapping hands for $1.925 apiece, up 4.9%.

For some context, the ASX 200 is just about flat at this same time.

I mention that today’s gains are especially welcome, as DroneShield shares have come under intense selling pressure since the stock notched a record closing high of $6.60 on 9 October.

How intense?

Well, according to my trusty calendar, the ASX 200 stock has plunged 70.8% from that record high. Though, I should note that the share price remains up an impressive 175% since this time last year.

But with the stock now well off its October levels, is it a screaming bargain or the veritable falling knife?

Are DroneShield shares now on sale?

Red Leaf Securities’ John Athanasiou recently ran his slide rule over the company (courtesy of The Bull).

“The company provides artificial intelligence based platforms for protection against advanced threats, such as drones and autonomous systems,” Athanasiou said.

“The stock plunged after disclosures to the ASX revealed DRO directors had been selling their holdings,” he noted of the recent collapse in DroneShield shares.

“The company announced that November contracts were inadvertently marked as new ones rather than revised contracts due to an administrative error,” he added.

Explaining his sell recommendation on the ASX 200 tech stock, Athanasiou concluded:

In our view, such an error raises governance and confidence concerns among investors. The shares have fallen from $6.60 on October 9 to trade at $1.997 on November 27. We believe the shares will remain under pressure.

What’s been happening with the ASX 200 defence stock?

As Athanasiou mentioned above, investors pummelled DroneShield shares on 13 November following revelations that CEO Oleg Vornik had sold 14.81 million shares in the company the week before. A number of other company directors also sold significant shareholdings in the company that same week.

While Vornik’s divestments earned him $49.47 million, the news sent shares in the ASX 200 defence stock to close down 31.4% on the day.

Atop from further pressure following on acknowledgement of the erroneous contract announcement, the stock plunged another 19.6% on 19 November.

That came after DroneShield announced the unexplained resignation of its United States CEO, Matt McCrann. McCrann’s resignation was effective immediately.

The post Down 71% since October, should you buy DroneShield shares now? appeared first on The Motley Fool Australia.

More reading

• Why BHP, DroneShield, Lotus Resources, and Nuix shares are pushing higher today
• Analysts rate CBA and these popular ASX shares as sells
• 5 most-traded Australian shares last week
• The 4 worst performing ASX 200 stocks to hold in November unmasked
• Buy, hold, sell: CSL, DroneShield, and Northern Star shares

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 DroneShield. 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.

BetaShares Diversified All Growth ETF (ASX: DHHF) is $39.83 apiece, down 0.075% on Thursday.

DHHF targets growth investors, whose primary focus is capital gains.

It provides exposure to approximately 8,000 shares listed on more than 60 global exchanges.

Instead of following a single index like most exchange-traded funds (ETFs), DHHF invests in a selection of other ETFs.

About 37% of the portfolio is ASX shares, 43% is US shares, and the balance are international shares in developed and emerging markets.

These include Japan 3.6%, China 2.1%, Canada 1.7%, Britain 1.5%, Taiwan 1.4%, India 1.2%, and Germany 1.2%.

Betashares describes DHHF as “an all-in-one investment solution”.

The provider says:

The Fund is invested in a blend of large, mid and small cap equities from Australia, global developed and emerging markets, offering investors exposure to an ‘all-cap, all-world’ share portfolio with the potential for high growth over the long term.

The ETF provides exposure to approximately 8,000 equity securities listed on over 60 global exchanges, in one ASX trade.

The DHHF ETF pays distributions, or dividends, quarterly.

Australian investors are automatically enrolled in the distribution reinvestment plan (DRP); however, you can opt out if you like.

The management fee is 0.19% per annum, which BetaShares says is the lowest fee for an all-in-one diversified growth ASX ETF.

Let’s take a look at how DHHF has performed over the past three years.

$10,000 in DHHF 3 years ago…

On 5 December 2022, DHHF ETF closed at $27.95 apiece.

If you had put $10,000 into the DHHF ETF then, it would have bought you 357 units (for $9,978.15).

There’s been a capital gain of $11.88 per unit since then, which equates to $4,241.16 worth of capital gains.

So, your $10,000 portfolio of BetaShares Diversified All Growth ETF units is now worth $14,219.31.

In terms of distributions, the DHHF has paid a total of $2.31 per unit over the past three years.

That totals $824.67 in income from your 357 DHHF ETF units, which would have been automatically reinvested under the DRP.

Total returns for the DHHF ETF…

Your capital gain of $4,241.16 plus your distributions of $824.67 gives you a total return in dollar terms of $5,065.83.

Now remember, you invested $9,978.15 purchasing your 357 units of DHHF ETF on 5 December 2022.

This means you have received a total return, in percentage terms, of 50.7% (excluding the impact of compounding due to the DRP).

Since inception on 15 December 2020, the BetaShares Diversified All Growth ETF has produced an average annual return of 12.69%.

The post $10,000 invested in DHHF ETF 3 years ago is now worth… appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen 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.