Tungsten is not a household name amongst strategic metals on the ASX.

But its importance on the global stage seems to be rapidly coming into focus.

The metal is already classified as a critical mineral by the US, UK, and Australia, reflecting its key role in defence, aerospace, electronics, and advanced manufacturing.

This designation is also driven by growing geopolitical supply risk.

In 2024, China accounted for more than 80% of the world’s tungsten output.

And earlier this year, Beijing announced export controls on the metal, heightening concerns for defence and technology industries across Western nations.

These concerns now appear to be materialising, with the European tungsten market experiencing significant supply disruptions in recent weeks.

As a result, ammonium paratungstate (APT) prices have soared to record levels, shining a light on tungsten’s significance.

And against this backdrop, one ASX mining stock could be well-positioned to benefit.

Strategic ASX mining stock

Tungsten Mining NL (ASX: TGN) is a mineral exploration business advancing its flagship Mt Mulgine tungsten project in Western Australia.

The company believes Mt Mulgine represents one of the world’s largest tungsten deposits outside of China.

Last month, results from a scoping study hinted at a long-term and low-cost mining operation, prompting management to label the project “globally significant”.

And the market responded accordingly.

Over the past month, shares in the ASX mining stock have jumped by 91% to $0.21 apiece at Friday’s close.

For context, the All Ordinaries Index (ASX: XAO) gained less than 1% over the same period.

Tungsten Mining’s strategic position within the global tungsten market also caught the eye of Sydney-based financial services firm MST Financial.

MST Financial viewpoint

MST Financial initiated coverage of the company last week, highlighting significant upside potential for its share price.

The broker emphasised that Tungsten Mining offers rare exposure to exploration and development in a tungsten market facing supply shortages.

It believes other investment opportunities offering comparable exposure are limited.

The broker also highlighted Mt Mulgine’s potential to support a large-scale and long-life operation.

It added that the project hosts sizeable quantities of molybdenum as a co-product, which the ASX mining stock plans to mine. This further enhances its critical minerals profile.

The global molybdenum market is similarly concentrated, with China responsible for more than 40% of primary production and downstream refining.

Separately, MST Financial noted that China has become a net importer of tungsten concentrates, adding further pressure to global supply.

More broadly, the broker believes that Chinese export restrictions could underpin potential critical minerals funding to support new tungsten sources.

Tungsten Mining share price in focus

MST Financial has valued Tungsten Mining at $0.67 per share under its conservative commodity price scenario.

This implies 219% upside potential from Friday’s closing price of $0.21 per share.

However, the broker added that more optimistic outcomes are possible for the ASX mining stock.

In particular, it believes higher tungsten prices or larger production volumes could be a boon for the company’s shares.

For instance, at current spot prices for tungsten and molybdenum, MST Financial’s valuation for Tungsten Mining almost doubles to $1.28 per share.

The post Expert says this strategic ASX mining stock could rocket 219% or more appeared first on The Motley Fool Australia.

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

Megaport Ltd (ASX: MP1) shares have quietly become one of the most talked-about tech names on the ASX. And all for the right reasons, as it’s busy building the digital highway of the cloud era.

The share price of the ASX tech stock – $13.17 apiece at the time of writing – has taken a notable hit in recent weeks. In the last month, Megaport shares have lost 13% of their value.

Shifting market mood

The recent tumble is erasing a significant portion of Megaport’s strong 2025 rally, although the ASX tech stock is still up 79% this year.

It’s a stark contrast with the performance of ASX 200 tech shares in general. By comparison, the S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 19.6% in the past 12 months.

Despite the occasional market tumble, the market mood around this Aussie network-as-a-service provider is shifting. Megaport shares have crossed the line from being a speculative investment to a strategic one.

Here are three compelling reasons why investors are warming to the $2.5 billion tech company.

Expansion into computing

Megaport’s recent acquisition of Latitude.sh, a globally scalable Compute-as-a-Service platform, is more than a headline. It’s a strategic move. By adding high-performance compute to its network services, Megaport isn’t just moving data anymore.

The company is powering workloads that matter for AI, machine learning, and enterprise applications. The takeover beefs up the company’s product suite and broadens its market, making future revenue streams stickier and more diversified.

Sticky revenue looks healthy

Megaport’s core engine is recurring revenue — the bread-and-butter investors love. Cash flow visibility is improving as businesses increasingly use cloud services and hybrid architectures that depend on software-defined networking.

Megaport’s platform allows customers to connect to around 860 data centres worldwide. This approach offers greater cost efficiency, speed, and flexibility compared to conventional networking methods.

The ASX 200 tech stock has been experiencing swift growth. This has helped Megaport underpin a strong annual recurring revenue (ARR) growth. For example, in FY25, it reported a 20% increase in ARR to $243.8 million. This indicates a clearer path to profitability and margin expansion, plus a lock-in effect that keeps clients paying year after year.

Analysts forecast that earnings and top-line growth should accelerate through FY26 and beyond. Some models project double-digit revenue and EPS growth.  

Upside ahead

Forget the haters, the consensus analyst view on Megaport is moderately bullish. The average 12-month price target is sitting around $17.50, suggesting 33% upside from recent levels.

A handful of analysts go even further, with the Macquarie team recently slapping an outperform rating with an A$21.70 target on Megaport shares. This implies massive potential gains of 60% plus, if execution matches ambition.

The range of targets demonstrates broad belief in Megaport’s long-term growth path, reinforced by recurring revenue models and expanding global footprint.

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

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

The Neuren Pharmaceuticals Ltd (ASX: NEU) share price is making headlines today after announcing US FDA approval for DAYBUE STIX, a new powder formulation of trofinetide for Rett syndrome. This milestone gives patients and caregivers more flexibility, and Neuren earns royalties from partner Acadia’s net sales.

What did Neuren Pharmaceuticals report?

• US FDA approved DAYBUE STIX (trofinetide) powder formulation for oral solution
• DAYBUE and DAYBUE STIX are the only FDA-approved Rett syndrome treatments
• Neuren receives royalties on all net sales of trofinetide
• Acadia holds exclusive worldwide commercialisation licence for trofinetide
• DAYBUE STIX expected to launch in the US from Q1 2026

What else do investors need to know?

The new DAYBUE STIX gives Rett syndrome patients a dye- and preservative-free powder, which can be mixed with drinks to improve taste and dosing flexibility. A bioequivalence study confirmed DAYBUE STIX matches the original oral solution in safety and efficacy, so doctors and patients can expect the same outcomes.

Neuren also holds potential for additional income through future commercial and development milestone payments, as outlined in its November 2025 investor presentation. Meanwhile, its second drug candidate, NNZ-2591, has shown positive results in Phase 2 trials for other neurological disorders.

What did Neuren Pharmaceuticals management say?

Neuren CEO Jon Pilcher said:

The Neuren team is excited about the approval of this new treatment option for Rett syndrome families and the continued investment and innovation for trofinetide by our global partner, Acadia. Caregivers can mix DAYBUE STIX with a variety of water-based liquids providing flexibility to modify the taste and volume of their loved-one’s dose. We look forward to seeing the impact as DAYBUE STIX becomes more broadly available during 2026.

What’s next for Neuren Pharmaceuticals?

Acadia plans to launch DAYBUE STIX in the US on a limited basis in the first quarter of 2026, expanding access from early in the second quarter. The powder formulation stands to boost convenience and potentially broaden uptake among Rett syndrome patients.

Looking ahead, Neuren continues to progress NNZ-2591 for several childhood neurodevelopmental disorders, all of which benefit from US and EU orphan drug designation. Milestone payments and royalties from DAYBUE offer Neuren ongoing revenue opportunities.

Neuren Pharmaceuticals share price snapshot

Over the past 12 months, Neuren Pharmaceuticals shares have climbed 43%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Neuren Pharmaceuticals wins DAYBUE STIX FDA approval 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 Accent Group Ltd (ASX: AX1) share price has slipped in recent months and now trades around 91.5 cents. For income-focused investors, this drop has made the stock far more attractive, especially given the company’s ability to maintain a strong dividend profile even in a challenging retail environment.

Accent owns some of the best-known footwear chains in Australia and New Zealand, including Platypus, Hype DC, The Athlete’s Foot, and Glue Store. Although it may not receive the same attention as the larger retailers on the ASX, its dividend track record is one of the more appealing in the mid-cap space.

Why I think Accent is worth a closer look

Accent has proven that it can keep growing even when consumer spending is patchy. In its latest trading update, the company highlighted stronger digital sales, resilient gross margins, and encouraging early signs heading into the key holiday period. These are the kinds of signals I like to see from a retailer when conditions are challenging.

The AGM presentation also made it clear that Accent’s growth strategy remains intact. More stores, more owned brands, and more investment in online infrastructure all help support earnings stability. For income investors, that means continued confidence that dividends can keep flowing.

Accent paid 10 cents per share in fully franked dividends over the last 12 months. At the current share price of 91.5 cents, the trailing dividend yield sits at roughly 10.9%. That is incredibly high for an ASX 200 stock still growing its store network and customer base.

How a $5,000 investment stacks up

At a share price of 91.5 cents, a $5,000 investment in Accent Group would buy around 5,464 shares.

With last year’s fully franked dividend of 10 cents per share, that holding would generate about $546 a year in dividends. Once franking credits are included, the income benefit is even higher.

Of course, dividends can fluctuate, but Accent has a history of paying out a meaningful portion of its profits, and the company continues to invest in the areas of the business that matter most for long-term growth.

Foolish Takeaway

Accent Group is not the most exciting company on the ASX, but it is exactly the type of business I like to own for income. Strong brands, consistent profitability, and a high dividend yield at this share price make it a compelling option for long-term dividend investors.

If Accent continues to do what it has been doing and dividends continue to grow, a $5,000 investment today could yield around $546 in dividend income per year, or roughly $780 when factoring in franking credits. For anyone chasing yield, Accent Group is starting to look very hard to ignore.

The post Here’s how another $5,000 invested in this high-yield ASX 200 star could boost my dividend income over time! appeared first on The Motley Fool Australia.

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

The Fortescue Ltd (ASX: FMG) share price is in focus after announcing its plan to acquire the remaining 64% of Alta Copper Corp for C$139 million, offering shareholders a 50% premium to Alta Copper’s recent 30-day VWAP. This strategic move expands Fortescue’s copper portfolio with the large-scale Cañariaco Project in Peru.

What did Fortescue report?

• Binding agreement to acquire 64% of Alta Copper Corp not already owned
• Cash offer of C$1.40 per Alta Copper share, representing a 50% premium to 30-day VWAP
• Total Alta Copper equity value of C$139 million implied
• Alta Copper Board and 12.5% of shareholders have entered support agreements
• Cañariaco Project mineral resource: 1.1 billion tonnes at 0.42% copper equivalent (Measured & Indicated)

What else do investors need to know?

Fortescue’s proposed acquisition aligns with its strategy to expand its presence in critical minerals, notably copper, supporting the company’s long-term diversification. The deal will be completed via a Canadian Plan of Arrangement, needing approval from Alta Copper shareholders and regulatory authorities, with closure expected in Q1 2026.

Alta Copper’s Cañariaco Project in Peru includes substantial copper deposits, and a 2024 preliminary economic assessment indicated strong potential for a long-life operation. Fortescue is leveraging its Latin American experience and technical capability to advance the project once the transaction completes.

What’s next for Fortescue?

Looking ahead, Fortescue plans to carry out additional exploration and drilling at the Cañariaco Project to update mineral resources in line with the JORC Code. The company will use its established approach to community engagement and local partnerships, aiming for sustainable and responsible resource development.

Completion of the transaction would strengthen Fortescue’s copper growth options, with the company targeting to bring its reporting in line with Australian standards within three years.

Fortescue share price snapshot

Over the past 12 months, Fortescue shares have risen 23%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 5% over the same period.

View Original Announcement

The post Fortescue to acquire Alta Copper: What it means for investors 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.

Junior biotechnology company Echo IQ Ltd (ASX: EIQ) has lodged a key submission with the US Food & Drug Administration (FDA), which will help pave the way for sales of its heart failure detection software.

The artificial intelligence and medical technology company said in a statement to the ASX on Monday that it had lodged a market clearance application for EchoSolv HF, its heart failure clinical decision support software, with the FDA.

Large market awaits

The submission also incorporated results from a clinical validation study conducted specifically to support the application, the company said.

The company went on to say:

The study, designed to validate the model’s ability to detect heart failure on an independent dataset, showed EchoSolv HF met the primary endpoint with study data demonstrating sensitivity of 99.5% and specificity of 91.0% in the detection of heart failure across a dataset of 17,000 echocardiograms from Mayo Clinic Platform.

Echo IQ said the 510k submission was required for medical devices to demonstrate that they are “substantially equivalent” in safety and effectiveness to a legally marketed device.

Once substantial equivalence has been determined and FDA clearance has been issued, the company may market and distribute the device in the United States for the cleared indications for use. FDA clearance, if obtained, would unlock a significant addressable market opportunity for EchoSolv HF in the US healthcare sector, where heart failure is the leading cause of hospitalisation and accounts for 17% of US healthcare expenditure nationally.

FDA decision to come

Echo IQ Chief Executive Officer Dustin Haines said it was a significant milestone for the company.

The lodgement of the submission is a testament to the hard work and disciplined execution of Echo IQ’s operations team alongside our key industry partners including Mayo Clinic. With the submission process complete, we will continue to work with our broad network of industry partners across both product development and distribution, ahead of an expected FDA decision in the coming months. The ongoing advancement of our healthcare technology suite positions the company for another momentum driven year ahead, leveraging our proprietary technology to deliver improved healthcare solutions, and we look forward to updating our investors on key progress initiatives early in the new year.

EchoiQ was valued at $178.8 million at the close of trade on Friday, with its shares last changing hands for 27.5 cents.

The stock has traded as high as 37 cents and as low as 16.5 cents over the past 12 months.

The post This biotech has lodged a key submission with US regulators appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has 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 DigiCo Infrastructure REIT (ASX: DGT) share price is in focus today after the company declared a 1H FY26 distribution of 6.0 cents per security, rewarding investors and highlighting progress on its data centre growth plans.

What did DigiCo Infrastructure REIT report?

• Declared a 1H FY26 distribution of 6.0 cents per security
• Ex-distribution date set for Tuesday, 30 December 2025
• Record date scheduled for Wednesday, 31 December 2025
• Payment due on or around Thursday, 26 February 2026

What else do investors need to know?

DigiCo Infrastructure REIT continues to expand its international data centre footprint, now operating 13 data centres across major Australian and North American markets. The trust’s development pipeline remains active, with a total planned IT capacity of 232MW. This includes 76MW already installed and a significant 156MW pipeline to support further growth.

The distribution announcement reinforces the company’s commitment to delivering consistent income for investors. The timing of the ex-distribution and payment dates provides clarity for planning portfolio income streams into early 2026.

What’s next for DigiCo Infrastructure REIT?

Looking ahead, DigiCo Infrastructure REIT is well-positioned to capitalise on growing demand for data storage and connectivity, supported by its expanding development pipeline. Investors can expect ongoing updates as new data centre projects come online and as the trust pursues further growth opportunities.

The board’s clear schedule for the upcoming distribution should provide reassurance for unitholders seeking reliable and regular income from digital infrastructure investments.

DigiCo Infrastructure REIT share price snapshot

Over the past 12 months, DigiCo Infrastructure REIT shares have declined 44%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post DigiCo Infrastructure REIT declares 1H FY26 distribution: Key dates and 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 most appealing ASX growth shares can deliver investors a combination of profit growth and dividends.

I like dividends from ASX growth shares because it’s a way for us to benefit from the actual profits of the business without having to sell shares.

The two businesses below are exciting options, in my opinion.

Australian Ethical Investment Ltd (ASX: AEF)

This business describes itself as one of Australia’s leading ethical investment managers. Since 1986, the company has offered investors investment management products that align with their values and deliver long-term, risk-adjusted returns.

The company states that its investments are guided by the Australian Ethical Charter, which informs its ethical approach and underpins both its culture and vision.

One of the main appealing features of the ASX growth share is that it provides superannuation products to Australians. This is attractive because superannuation money is normally locked in for many years, giving the company a long earnings runway.

Additionally, due to the mandatory and tax-advantaged nature of superannuation contributions, Australian Ethical’s funds under management (FUM) is regularly growing (aside from the volatility from the share market).

In the three months to September 2025, it finished with FUM of $14.28 billion, which benefited from $120 million of FUM inflows related to superannuation, as well as rises in share markets.

The company looks much better value after the Australian Ethical share price’s decline of almost 40% since August, as the chart below shows.

The dividend yield looks much more appealing. In FY25, the business paid a full-year dividend of 14 cents per share (up 56% year over year). That translates into a grossed-up dividend yield of close to 4%, including franking credits.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa is a global retailer of affordable jewellery in numerous countries, including the US, Australia, the UK, South Africa, France, Germany, Spain, New Zealand, Canada, and plenty more.

The ASX growth share is rapidly growing thanks to both its store network expansion and positive like for like sales growth. In the first 20 weeks of FY26, it grew its total sales by 26.2% year over year, with global comparable store sales growth of 3.5%. In the financial year to date, the business added another 44 net new stores as it steadily climbs towards 1,100 global stores.

With the business now in more than 50 markets, it has numerous opportunities to expand its store network, and it can choose the destinations that will add the most profit growth.

Forecasts on CMC Markets suggest that by FY27, the business could grow its earnings per share (EPS) to $1.155, and the dividend could be hiked to $1.05 per share.

At the time of writing, that suggests the Lovisa share price is valued at 26x FY27’s estimated earnings with a potential dividend yield of 3.8%, excluding any potential franking credits.

The post 2 ASX growth shares I’d buy today for growth and income appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Australian Ethical Investment. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Australian Ethical Investment and Lovisa. The Motley Fool Australia has recommended Australian Ethical Investment and Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.