Precious metals have returned to the spotlight after a strong rally late last year, followed by a sharp pullback. Both gold and silver pushed to record highs before retreating as investors took profits and broader markets weakened.

Silver is currently trading around US$82 per ounce after reaching a record US$121.64 last month. Gold is sitting near US$5,042 per ounce, down from its recent all-time high of about US$5,608.

Let’s take a look at the difference below.

Why investors look to precious metals

Gold and silver tend to attract attention during periods of uncertainty. When confidence in shares, currencies, or the economy weakens, investors often look for assets that can hold value.

This pattern has repeated many times. During the Global Financial Crisis and again during COVID, gold in particular benefited as markets sold off and fear rose.

Historically, major market shocks tend to occur every 8 to 10 years, which keeps precious metals relevant even during calm periods.

Silver also benefits from this behaviour, but it has another major driver in industrial demand, which can amplify price swings.

Gold’s role as a defensive asset

Gold is widely viewed as a store of value. Central banks hold it, governments trade it, and long-term investors use it as a hedge against financial stress.

Its price is influenced by interest rates, inflation, currency movements, and geopolitical risk. Importantly, gold demand does not rely heavily on economic growth. That gives it a more defensive profile during downturns.

While gold prices can still move sharply, those moves are usually more controlled than silver’s. This makes gold easier to hold through volatile markets without needing to constantly react.

Silver’s higher risk and higher swings

Silver sits in a more complicated position. It is both a precious metal and an industrial input. Large amounts of silver are used in electronics, solar panels, and manufacturing.

This dual role can drive strong rallies when economic growth looks healthy. It can also lead to sudden drops when growth expectations weaken, or speculative trading unwinds.

The recent price action highlights this risk. Silver surged to record highs and then fell hard in a short period. That volatility can suit traders, but it can be challenging for long-term investors seeking stability.

ASX options for everyday investors

Australian investors can access both metals through exchange-traded products.

The Global X Physical Gold Structured ETF (ASX: GOLD) is up about 9% so far this year, reflecting gold’s strong run despite the recent pullback.

The Global X Physical Silver Structured ETF (ASX: ETPMAG) has gained around 6% this year, but with much larger swings along the way.

Both track the price of the underlying metal and remove the need to store physical bullion. Investors should also be aware that these products charge a small management fee, which is deducted over time.

Foolish Takeaway

Gold and silver can both play a role in a diversified portfolio, but they serve different purposes. Silver offers higher potential upside, but with larger price moves and greater risk. Gold offers more stable behaviour and a long history as a defensive asset.

If I had to choose just one metal to hold going into the end of this year, I would choose gold. It has generally held up better during market downturns, is less volatile than silver, and is more widely used as a form of protection when financial conditions deteriorate.

The post Gold vs silver. Here’s where I’d put my money in 2026 appeared first on The Motley Fool Australia.

More reading

• Gold ETFs attracted a record US$19 billion in January
• Silver’s record run hits turbulence as prices slide 13%
• Silver rebounds 5%. Is this a dead cat bounce or a recovery?
• These were the 10 most traded Australian shares last week
• 4 ASX ETFs that produced 110% to 150% returns in 2025

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

Building a $500,000 retirement portfolio doesn’t require a windfall. If I were starting from nothing, I’d focus on a simple system that I could stick with for decades, not a clever strategy that only works when markets behave.

The way I’d approach it is boring in the best possible way. Regular investing, sensible diversification, and letting time do that hard work.

Here’s how I’d think about it.

Start with a realistic plan

If I invested $500 a month into ASX shares and exchange-traded funds (ETFs) and achieved a long-term average return of around 9% per year (close to the market average return, but not guaranteed), the maths starts to work surprisingly hard in my favour.

At $500 a month, I’m investing $6,000 a year. Over roughly 25 years, that combination of steady contributions and compounding gets you into the vicinity of a $500,000 portfolio. Not because you did anything spectacular, but because you stayed consistent.

It is important to accept that the early years will feel slow. For a long time, progress comes mostly from your own contributions. The compounding only really shows its teeth later on.

Build around a strong core first

I wouldn’t start by picking lots of individual ASX shares. I’d begin with broad exposure and let the market do what it’s done historically.

A core holding like Vanguard Australian Shares Index ETF (ASX: VAS) gives exposure to the largest ASX shares and captures dividends along the way. Pairing that with global exposure through Vanguard MSCI Index International Shares ETF (ASX: VGS) or the Betashares Nasdaq 100 ETF (ASX: NDQ) reduces reliance on Australia alone and adds access to sectors we’re underweight in locally, like global technology and healthcare.

Early on, most of my monthly $500 would go into ETFs like these. They provide instant diversification and remove the temptation to constantly second-guess decisions.

Add high-quality ASX shares

Once the habit is established, I’d slowly layer in individual ASX shares when the opportunity set looks attractive.

I’m not trying to beat the market every year. I’m looking for businesses that can compound quietly over long periods. Companies with pricing power, recurring revenue, or structural tailwinds.

Examples of the type of businesses I’d be comfortable owning include Wesfarmers Ltd (ASX: WES) for capital discipline and cash generation, CSL Ltd (ASX: CSL) for long-term healthcare demand, and ResMed Inc (ASX: RMD) for global growth in sleep and respiratory care.

I wouldn’t rush this. Some months, all $500 would still go into ETFs. Other months, I’d add to a single high-conviction share. Flexibility matters more than precision.

Reinvest dividends

One often overlooked part of building an ASX retirement portfolio is reinvestment.

Dividends feel small at the start, almost pointless. But reinvesting them means you’re constantly buying more ASX shares without adding extra cash. Over time, those extra shares generate their own dividends, which then buy more shares again.

That feedback loop becomes incredibly powerful in the later years. By the time the portfolio is approaching retirement size, a meaningful portion of its growth can come from income alone.

Eventually, instead of reinvesting, that income becomes the thing that supports retirement.

Stay invested when it feels uncomfortable

This is the part most people underestimate. Markets will fall. Headlines will get scary. There will be years where the portfolio goes backwards. That’s not a failure of the plan. It’s part of the plan.

I wouldn’t stop investing during downturns. In fact, those periods are often when the $500 monthly contribution matters most, because it’s buying assets at lower prices.

Foolish takeaway

If I were aiming to build a $500,000 ASX retirement portfolio from scratch, I wouldn’t chase shortcuts. I’d invest $500 a month, aim for a long-term return around 9%, and stick to a mix of broad ETFs and high-quality ASX shares.

It wouldn’t feel exciting most of the time. But over decades, that kind of discipline has a habit of delivering very real results. That’s how I’d do it.

The post How I would aim to build a $500,000 ASX retirement portfolio appeared first on The Motley Fool Australia.

More reading

• 3 easy ways to invest in AI with ASX ETFs
• Are these the best blue-chip ASX shares money can buy?
• 3 ASX 200 shares to buy: experts
• 5 ASX stocks that are still good value at over $100 a share
• 5 ASX ETFs to buy with $20,000 in February

Motley Fool contributor Grace Alvino has positions in CSL, Vanguard Australian Shares Index ETF, and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF, CSL, ResMed, and Wesfarmers. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF and ResMed. The Motley Fool Australia has recommended CSL, Vanguard Msci Index International Shares ETF, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The team at Morgans has been very busy this month reviewing countless results, updates, and opportunities.

Three ASX shares that have fared well are listed below. Here’s why the broker has upgraded them:

Maas Group Holdings Ltd (ASX: MGH)

This construction materials, equipment and service provider’s shares were sold off after announcing an agreement to sell its Construction Materials (CM) division and pivot to focus on digital, AI and electrification infrastructure.

Morgans appears supportive of the move and has responded by upgrading Maas shares to a buy rating with a $5.10 price target. Based on its current share price of $4.11, this implies potential upside of approximately 25% for investors.

Commenting on its upgrade, the broker said:

The pivot is cornerstoned by a $100m investment in Firmus, further aligning and supporting the recent JLE contract win. The sale of the quarries will deliver MGH a c.$550m net cash balance (post-Firmus investment), which management believe they can reinvest to deliver a 20% Return On Capital (ROC).

To this end, we see lower EPS across FY27/28 as we model a more conservative deployment of capital. At the current share price ($4.11/sh), investors are attributing negative value to the Civil business. At a peer multiple of c.10x FY27 EBIT for the Civil business, plus Corp costs, the valuation offers ample margin of safety. It is on this basis we upgrade to a Buy with a $5.10/sh price target.

Pro Medicus Ltd (ASX: PME)

Morgans thinks that recent weakness in the tech sector has dragged this health imaging technology company’s shares down to an attractive level. The broker has upgraded them to a buy rating with a $290.00 price target, which suggests that upside of 75% is possible between now and this time next year.

The broker doesn’t believe that this ASX tech share will be disrupted by AI. It said:

PME has been sold off heavily as investors increasingly worry that AI could structurally erode the economics and commoditise premium imaging SaaS platforms. For PME, that feels misunderstood. Bravery required with volatility high and trend weak, but this has proven to be a good time to pick up PME shares. Upgrade to BUY on weakness.

REA Group Ltd (ASX: REA)

A third ASX share that has been upgraded is realestate.com.au operator REA Group. The broker has put a buy rating and $211.00 price target on its shares. This implies potential upside of 23% for investors over the next 12 months.

It was reasonably happy with REA Group’s half-year results and sees value in its shares at current levels. It explains:

REA’s 1H26 result was broadly in line with expectations (being only ~1% under Visible Alpha consensus across most line items). Whilst the negative share price reaction on result day was arguably due to a variety of factors (e.g. cost outcomes in the first half, volume guidance being lowered for the full year), the result itself highlighted the resilience of the franchise in a tougher volume environment, with strong yield growth (+14%) offsetting a 6% decline in listings.

The post Morgans upgrades 3 ASX shares to buy ratings appeared first on The Motley Fool Australia.

More reading

• Why Elevra Lithium, Pro Medicus, Sims, and Treasury Wine shares are roaring higher
• Let’s see why this broker thinks Pro Medicus shares could fly
• 5 ASX stocks that are still good value at over $100 a share
• How much could the REA Group share price rise in the next year?
• Buy, hold, sell: CAR, REA, and Life360 shares

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

These reputable ASX media shares have dropped to near year-lows.

Both News Corporation (ASX: NWS) and Nine Entertainment Co Holdings Ltd (ASX: NEC) shares have lost about 30% of their value in the past 6 months.

With the ASX media shares well below their highs, is this a buying opportunity, or are tougher times still ahead?

News Corp

News Corp remains one of the world’s most influential media companies. The heavyweight ASX media share owns mastheads such as The Wall Street Journal and The Australian, alongside book publisher HarperCollins and digital platforms like Dow Jones.

The company’s strength lies in its premium content and subscription-led model. Paid digital news and data services have helped insulate News Corp from the worst of the advertising downturn.

Last week, the company reported net income of US$242 million, down 21% on the prior corresponding quarter, which had been boosted by a one-off gain from REA Group’s sale of PropertyGuru.

Total segment EBITDA rose 9% to US$521 million, though this included a US$16 million one-off inventory write-down at HarperCollins.

But weaknesses persist. Traditional print remains in structural decline, and the business is still exposed to cyclical advertising markets. News Corp also faces ongoing reputational, regulatory scrutiny, and past political and governance controversies.

The ASX media share trades at $37.26 apiece at the time of writing, having lost 27% of its value in the past 6 months. Most analysts see this as a good entry level and rate News Corp as a buy. Their average 12-month price target is $54.07, which implies a 43% upside.  

Analysts at Macquarie said News Corp’s latest results beat expectations across revenue, EBITDA, and net profit, while profitability had continued to improve. The broker has a price target of $44.40 on the shares. Factoring in the company’s modest dividend yield, Macquarie is expecting a total shareholder return of 16.4% over 12 months.

UBS is more bullish on News Corp shares, with a price target of $65.50, pointing to a 75% upside.

Nine Entertainment

The ASX media share has been under heavy pressure for much of the past year, sliding around 32% in the past 6 months. Slowing TV advertising, structural shifts in media consumption, and capital management concerns have weighed on the sentiment of the Nine Entertainment share.

Despite cost discipline and occasional earnings resilience, Nine’s share price remained anchored well below its highs. It reflects deep caution toward traditional broadcasters. The business remains heavily exposed to free-to-air television, a segment under pressure from softer advertising markets.

That caution cracked when the ASX media stock unveiled plans to acquire QMS Media for roughly $850 million while exiting radio and reshaping its regional television footprint.

QMS is expected to generate about $105 million in EBITDA in calendar year 2026, which would be a double-digit increase over the previous year, Nine said. The merger should also deliver about $20 million in annual cost savings by FY29, according to the board of Nine Entertainment.

The market responded swiftly, pushing the ASX share higher as investors reassessed the company’s direction. The share price recovered slightly and is now up 4% for the year, hovering just above the 52-week low at $1.15 at the time of writing.

The focus now shifts to execution. Nine must stabilise earnings from traditional media while accelerating growth across digital assets such as Stan.

Most brokers continue to rate the ASX media stock a buy following its sharp decline. The average 12-month price target sits at $1.29, suggesting potential upside of about 11%.

The post Near 52-week lows: Which ASX media share is the smarter buy? appeared first on The Motley Fool Australia.

More reading

• This News Corp share price target might surprise you
• News Corp shares plunge to a fresh 12-month low on earnings results
• News Corp reports robust Q2 FY26 earnings growth
• Is this battered ASX media stock turning the page after bold move?
• Here are the top 10 ASX 200 shares today

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. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Nine Entertainment. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Acusensus Ltd (ASX: ACE) have jumped after the company announced an extension of a contract with the Western Australian government worth an extra $13 million.

The company, which makes and operates speed cameras and associated technology, said it had expanded the scope of a contract originally signed in 2014 for “multi-function enforcement services, doubling the number of trailer-based enforcement units contracted”.

All in one solution

The company said its artificial intelligence-enhanced technology “can simultaneously detect mobile phone usage, seatbelt non-compliance, point speed and average speed, as well as unregistered vehicles”.

The company added:

The expansion will see new trailer-based solutions deployed throughout the state over the coming months, with two of the six trailers already in operation since November 2025, and the balance expected to be deployed from July to September 2026. The expansion will enhance regional coverage and will double the number of transportable multifunction units in operation in Western Australia.

The company said the WA Road Safety Commission had also exercised an option to extend the contract covering all of its existing transportable enforcement camera services by 12 months, with that contract now expiring in late 2028.

Acusensus Managing Director Alexander Jannik said regarding the contract extension:

We are delighted to expand our work with the WA Road Safety Commission. This variation underscores the effectiveness of our unique multi-function trailer platform to change driver behaviours, which allows for various types of life-saving enforcement to be combined into a single solution. By increasing the fleet and extending our partnership for these services through to the end of October 2028, we can further support the WA Road Safety Commission in enhancing road safety outcomes and reducing casualties across both metropolitan and regional areas.

Acusensus shares traded as high as $1.95 on the news before settling back to be 6.4% higher at $1.82.

In other recent news, Acusensus raised $30 million in growth capital in early December at $1.50 per share.

Legal matter settled

It also settled a patent dispute with Redflex Traffic Systems last week, with Acusensus agreeing to pay the other company $16 million.

The companies said in a joint statement last week:

Redflex and the Acusensus parties are pleased to jointly confirm that they have entered into a mutually agreed confidential and worldwide commercial resolution that fully and finally resolves all matters in dispute between the parties. Acusensus has agreed to provide a global non-exclusive licence of relevant patents held by Acusensus IP Pty Ltd to relevant Redflex entities and their affiliates.

The settlement will be made up of $6 million in cash and $10 million worth of Acusensus shares.

The company was valued at $277.6 million at the close of trade on Monday.

The post This speed camera firm’s shares are accelerating on a new contract win appeared first on The Motley Fool Australia.

More reading

• 3 easy ways to invest in AI with ASX ETFs
• 3 ASX 200 shares tipped to storm 50% to 60% higher this year
• Are these the best blue-chip ASX shares money can buy?
• Gold vs silver. Here’s where I’d put my money in 2026
• How I would aim to build a $500,000 ASX retirement portfolio

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.

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to record another gain. At the time of writing, the benchmark index is up 0.45% to 8,909.1 points.

Four ASX shares that have failed to follow the market higher today are listed below. Here’s why they are falling:

Amplitude Energy Ltd (ASX: AEL)

The Amplitude Energy share price is down 20% to $2.56. Investors have been selling this energy company’s shares following the release of disappointing drilling results for the Elanora-1 exploration well. It advised that preliminary drilling and logging data recorded no elevated gas readings in the primary target Waarre A reservoir. As a result, management believes the reservoir is water-bearing. Elanora-1 will now be plugged and a sidetrack into the Isabella prospect will be drilled as planned.

G8 Education Ltd (ASX: GEM)

The G8 Education share price is down 18% to 51.75 cents. This follows the release of a market update from the childcare operator. G8 Education revealed that it plans to make a goodwill impairment of approximately $350 million in its full year financial results. This reflects projected future occupancy based on current occupancy levels, current and expected supply and demand levels, and future fee increases and the impact of cost of living pressures. Making things even worse, the company has decided to pause its on-market share buyback and suspend its dividend.

Pmet Resources (ASX: PMT)

The Pmet Resources share price is down 10% to 58.25 cents. This has been driven by news that the lithium developer is pursuing a C$130 million funding boost. This is expected to be achieved through a flow-through private placement and a public offering. It said: “With this funding, we are well positioned to deliver an updated Feasibility Study optimised for CV5, unlock the value of the world-class caesium discovery we made last year, integrate valuable critical minerals coproducts like caesium and tantalum into our development plan, and continue to unlock value across the broader Property through ongoing exploration.”

Steadfast Group Ltd (ASX: SDF)

The Steadfast share price is down 10% to $4.47. Investors have been selling the insurance broker network company’s shares amid fears that it could be disrupted by artificial intelligence. This follows news that ChatGPT’s owner, OpenAI, has made available an insurance industry app that allows users to browse, research, and compare insurance directly through the platform’s new app library. Investors may be concerned that insurance brokers could become redundant in the near future.

The post Why Amplitude Energy, G8 Education, Pmet Resources, and Steadfast shares are sinking today appeared first on The Motley Fool Australia.

More reading

• Why are Steadfast shares crashing 11% 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 positions in and has recommended Steadfast Group. The Motley Fool Australia has positions in and has recommended Steadfast Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The fund managers at Wilson Asset Management (WAM) are always on the lookout for ASX share opportunities. They have outlined a few ideas within the WAM Capital Ltd (ASX: WAM) portfolio that could be appealing buys.

WAM Capital is a listed investment company (LIC) that targets “the most compelling undervalued growth opportunities in the Australian market”.

In other words, it’s searching largely beyond the 100 largest businesses on the ASX for potential buys. Let’s look at two of the companies it thinks are good ideas right now.

Codan Ltd (ASX: CDA)

WAM describes Codan as a manufacturer and supplier of communications, metal detection and mining technology.

The fund manager highlighted that in January the company announced a trading update regarding its FY26 first-half.

That update included $394 million total revenue and an underlying net profit after tax (NPAT) that’s likely to be more than $70 million, representing increases of 29% and 52% year-over-year, respectively.

The ASX share’s overall revenue included approximately $222 million from the communications segment, which was up 19% year-over-year. The rest of the revenue came from approximately $168 million of metal detection sales, primarily from gold detector sales in Africa.

The fund manager explained that the scale of the earnings upgrade and strength across both divisions were the key drivers of the market’s positive view on the Codan share price.

WAM said that the team “remain positive on the outlook, underpinned by defence sector and gold price tailwinds.”

Life360 Inc (ASX: 360)

The fund manager described Life360 as a location-based tracking software and safety company.

WAM noted that the Life360 share price has been caught up in the broader sell-off across the technology sector due to perceived fears about disruption from artificial intelligence (AI).

This decline has occurred despite the ASX share providing a “strong” preliminary FY25 trading update in January. Key metrics that the market had concerns about came ahead of expectations, such as monthly active users (MAU) and paying circles both growing strongly.

WAM said this performance suggested a “robust runway” for ongoing penetration growth remains within the core US market. The fund manager noted that the Life360 share price increased 27% on the day of the announcement but subsequently gave up those gains.

The fund manager suggested that the current sentiment within the technology sector is “weak” and draws similarities to others such as the Resmed (ASX: RMD) worries about GLP-1 in 2023 or when the market was concerned about online competition for JB Hi-Fi Ltd (ASX: JBH) in 2017 and 2018.

While WAM said it’s difficult to identify a particular catalyst that will shift market confidence on the technology sector, it’s focused on identifying those technology companies where it believes the perceived threats of AI disruption are being overstated as the fund manager expects valuations and share prices to “rebound strongly” over time.

The post 2 compelling ASX shares this fund manager rates as buys! appeared first on The Motley Fool Australia.

More reading

• How much further can the Codan shares rally run?
• Buy, hold, sell: CAR, REA, and Life360 shares
• 5 reasons to buy Life360 shares this week
• Why are ASX 200 tech shares like WiseTech and NextDC going gangbusters on Monday
• 5 things to watch on the ASX 200 on Monday

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and ResMed. The Motley Fool Australia has positions in and has recommended Life360 and ResMed. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There aren’t too many tin-specific companies trading on the ASX, and like many other minerals, the industrial metal has been outshone in recent times by gold and silver.

That’s not to say there isn’t robust demand, and like any mining project, if you can sell the stuff for more than it costs to produce, you’re in clover.

This is the thesis behind a new research report from Morgans on Sky Metals Ltd (ASX: SKY), which forecasts significant share price upside.

Development plans

So firstly, what is the company up to?

Sky is the 100% owner of the Tallebung tin project in New South Wales, a historic tin mining region where the company to date has a mineral resource of 15.6 million tonnes at 0.15% tin, for 23,200 tonnes of contained minerals.

The company just this week announced to the ASX that extension drilling had hit prospective quartz vein structures beneath an extensive soil anomaly, “confirming the potential for repetitions of the Tallebung mineralisation to the south‑east”.

The company said its exploration efforts, “provide further strong evidence that the Tallebung system remains open in all directions, with significant potential for continued growth beyond the current resource footprint”.

The company is expecting to publish an updated mineral resource estimate in the first half of the year, incorporating what is expected to be more than 400 drill holes, up from just 115, which make up the current resource.

Sky Managing Director Oliver Davies said the recent exploration results were encouraging.

He said:

The combination of recent surface sampling, the discovery of new cassiterite‑bearing rock chips and successful extensional drilling continues to define new tin mineralisation well beyond the margins of the current Resource. This expanding footprint highlights the growing scale of the system and the opportunity for further high‑grade discoveries.

Shares looking cheap

Morgans has done its own modelling and calculated that, at a tin price of US$31,816 per tonne, the project, once brought into production, will generate $60 million per year.

At US$45,000 per tonne, that lifts to $113 million, and Morgans said the actual tin spot price was currently around US$55,000, “highlighting further unmodelled upside”.

The Morgans team has a speculative buy rating on Sky Metals shares, and a target price of 32 cents, compared with the current price of 17 cents.

The shares have already more than quadrupled from lows of 3.8 cents over the past year.

Morgans went on to say:

Tallebung provides investors access to a ASX-listed tin development opportunity, complemented by an established resource base and strong ore sorting amenability, which underpins a capital-efficient development pathway and project economics. Lead by a proven management team and spot tin prices sitting above both our base and bull case assumptions, we see Sky as well positioned to benefit from sustained tin price strength and supply-driven volatility.

Sky Metals was valued at $150.4 million at the close of trade on Monday.

The post Tin time? Let’s have a look at this four-bagger appeared first on The Motley Fool Australia.

More reading

• 3 easy ways to invest in AI with ASX ETFs
• 3 ASX 200 shares tipped to storm 50% to 60% higher this year
• Are these the best blue-chip ASX shares money can buy?
• Gold vs silver. Here’s where I’d put my money in 2026
• How I would aim to build a $500,000 ASX retirement portfolio

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.

Telstra Group Ltd (ASX: TLS) shares are slipping today.

Shares in the S&P/ASX 200 Index (ASX: XJO) telco provider closed yesterday trading for $4.88. In early afternoon trade on Tuesday, shares are swapping hands for $4.865 apiece, down 0.3%.

For some context, the ASX 200 is up 0.3% at this same time.

Taking a step back, Telstra shares have gained 24.4% over the past 12 months, racing ahead of the 4.9% one-year gains delivered by the benchmark index. And that’s not including two fully franked interim dividends Telstra paid out over the full year.

Now, here’s why Family Financial Solutions’ Jabin Hallihan expects more outperformance from the ASX 200 telco in the months ahead (courtesy of The Bull).

Should you buy Telstra shares today?

“Telstra is Australia’s dominant telecommunications provider with infrastructure‑like cash flows,” Hallihan said.

Citing the first reason he has a buy recommendation on Telstra shares, Hallihan said:

Reported net profit after tax of $2.3 billion in full year 2025 was up 31% on the prior corresponding period. Cash earnings per share of 22.4 cents were up 12%. The shares were trading at $4.935 on February 5, below our fair value of $5.40.

At the current share price, Telstra is trading 11.0% below Family Financial Solutions’ fair value for the stock.

As for the second reason you might want to buy the ASX 200 telco, Hallihan said, “Cost discipline, share buy-backs and resilient mobile earnings support steady upside in a market that still rewards defensiveness.”

Share buy-backs can have a material impact on a company’s share price, as they reduce the number of shares available to the market.

Following Telstra’s full year FY 2025 results release on 14 August, the company announced an additional on-market share buy-back of up to $1 billion.

Telstra CEO Vicki Brady said the buy-back was enabled by earnings growth and a strong balance sheet.

“We are focussed on continuing to deliver value for our shareholders, including through our core business cash flow, active portfolio and investment management, and disciplined capital management,” she said on the day.

Which brings us to the third reason you might want to buy Telstra shares today, the passive income on offer.

According to Hallihan:

On top of this, Telstra pays reliable, fully franked dividends. Its full year dividend of 19 cents a share in fiscal year 2025 was up 5.6% on the prior corresponding period. TLS was recently trading on a dividend yield of 3.85%.

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

More reading

• Are these the best blue-chip ASX shares money can buy?
• 2 ASX blue-chip shares offering big dividend yields
• 3 ASX 200 shares to buy: experts
• Is this the right time to invest in ASX defensive shares?
• Forget this ASX 200 share and buy Telstra and Zip shares: Experts

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

Zip Co Ltd (ASX: ZIP) shares are charging higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) buy now, pay later (BNPL) stock closed yesterday trading for $2.47. In early afternoon trade on Tuesday, shares are swapping hands for $2.60 apiece, up 5.3%.

For some context, the ASX 200 is up 0.4% at this same time.

With today’s intraday gains factored in, Zip shares are up 17.7% over 12 months. And brave investors who waded in and bought the BNPL stock when it hit one-year closing lows of $1.19 on 7 April last year will be sitting on gains of 118.5%.

That’s enough to turn an $8,000 investment into $17,479.

And according to Ord Minnett’s Tony Paterno, the ASX 200 stock is well-placed to deliver more outperformance in the months ahead (courtesy of the Bull).

Should you buy Zip shares today?

“This digital financial company operates in Australia, New Zealand and the United States,” said Paterno.

Commenting on the first reason he has a buy recommendation on Zip shares, Paterno said:

There’s a lot to like about this buy now, pay later platform provider’s first quarter result in fiscal year 2026. Total transaction volume (TTV) growth in the US was up 47.2% and revenue was up 51.2%.

And the full-year outlook for TTV growth marks the second reason the ASX 200 BNPL stock is a buy.

“Consequently, Zip’s management has increased TTV guidance in the US to more than 40% in full year 2026, which is up from 35%,” Paterno said.

And the third reason you might want to buy Zip stock today is the company’s strong, and potentially growing profit margins.

According to Paterno:

Margins were strong across the board, highlighted by an operating margin of 19.5% in the first quarter, which is above the guidance range of between 16% and 19% for full year 2026. Margins are usually stronger in the second half.

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

The last price-sensitive news for Zip shares was the company’s Q1 FY 2026 results, released on 20 October.

Atop the impressive TTV and revenue growth that Paterno mentioned above, Zip achieved record cash earnings before taxes, depreciation, and amortisation (EBTDA) of $62.8 million, up 98.1% year on year.

Commenting on those record quarterly earnings on the day, Zip Cynthia Scott said, “This was underpinned by strong unit economics, material operating leverage and disciplined execution, driving a significant increase in operating margin to 19.5%.”

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

More reading

• 3 ASX 200 shares to buy: experts
• Here’s the dividend forecast out to 2030 for Zip shares
• Forget this ASX 200 share and buy Telstra and Zip shares: Experts
• ASX 200 financials flew but tech and mining shares faltered last week
• I would invest $50,000 in these ASX 200 shares if I were aiming to beat the market in 2026

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