• Down 10% today: Should you buy Life360 shares?

    Two people comparing and analysing material.

    Life360 Inc (ASX: 360) shares are having a poor start to the week.

    At the time of writing, the location technology company’s shares are down 10% to $30.33.

    Why are Life360 shares sinking?

    This decline appears to have been driven by profit taking from some investors following a very strong gain on Friday in response to a trading update.

    For example, despite today’s sizeable pullback, Life360 shares remain up approximately 14% since this time last week.

    Is this a buying opportunity?

    The team at Bell Potter is likely to see this pullback as an opportunity for investors.

    That’s because the broker remains very positive on the company following its update, which outperformed expectations. In response, it said:

    Life360 provided a Q4 and 2025 update which was ahead of both the guidance and our forecasts: Year end MAU of 95.8m (vs BPe 93.5m) comprising 50.6m in the US (vs BPe 49.5m) and 45.3m international (vs BPe 44.0m); Year end paying circles of 2.83m (vs BPe 2.80m) comprising 2.00m in the US (vs BPe 1.97m) and 0.83m international (vs BPe 0.81m); 2025 revenue expected to be b/w US$486-489m (vs guidance US$474-485m and BPe US$480m); and 2025 adjusted EBITDA expected to be b/w US$87-92m (vs guidance US$84-88m and BPe US$86m).

    The company also provided one outlook statement for 2026 which was MAU growth of 20% which implies absolute growth of c.19m users to around 115m at year end.

    Time to buy

    According to the note, Bell Potter has reaffirmed its buy rating with a trimmed price target of $45.00.

    Based on its current share price, this implies potential upside of 48% for investors over the next 12 months.

    The broker explained that its price target reduction reflects lower tech valuations and a higher weighted average cost of capital. It explains:

    We have reduced the multiples we apply in the EV/Revenue and EV/EBITDA valuations from 12x and 62.5x to 10x and 52.5x given the pull back in tech valuations over recent months. We have also increased the WACC we apply in the DCF from 8.3% to 8.5% which has been driven by an increase in the risk-free rate from 4.25% to 4.5%. The net result is a 14% decrease in our price target to $45.00 which is >15% premium to the share price so we maintain the BUY recommendation.

    The next potential catalyst for the stock is the release of the 2025 result in early March where we expect strong 2026 guidance to be provided with, for instance, revenue growth expected to be >30% and adjusted EBITDA growth >40%.

    The post Down 10% today: Should you buy Life360 shares? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Life360 right now?

    Before you buy Life360 shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Life360 wasn’t one of them.

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

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

    * Returns as of 1 Jan 2026

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    Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • BHP, Pro Medicus, Myer shares: Buy, hold, or sell?

    Group of thoughtful business people with eyeglasses reading documents in the office.

    S&P/ASX 200 Index (ASX: XJO) shares are up 1.12% to 8,959.5 points on Tuesday.

    Materials is leading the 11 market sectors, up 1.73%, as ASX 200 mining shares continue their strong run.

    On The Bull this week, experts revealed their views on three high-profile ASX 200 stocks.

    Let’s take a look.

    BHP Group Ltd (ASX: BHP)

    The BHP share price is $49.96, up 3.15% after reaching a two-year high of $50.05 in earlier trading.

    Remo Greco from Sanlam Private Wealth has a buy rating on the ASX 200 iron ore giant.

    Greco says:

    The resources upgrade cycle continues to unfold as global growth conditions strengthen into 2026.

    Expected US interest rate cuts should stimulate global growth and put downward pressure on the US dollar.

    Commodity markets are already tight in terms of adequate supply, and this is already pushing mining stocks higher.

    This is a global theme.

    BHP fits the bill as global investors are drawn to earnings upgrades driving share price gains.

    Also, investors are exposed to a currency gain if the Australian dollar strengthens during 2026.

    Pro Medicus Ltd (ASX: PME)

    The Pro Medicus share price is $183.98, up 1.69% on Tuesday.

    Pro Medicus stock has plummeted after reaching a record $336 per share in July last year.

    Stuart Bromley from Medallion Financial Group has a hold rating on this ASX 200 healthcare share.

    Bromley explains:

    The company retains best-in-class imaging software that should generate high margins and structural growth from a steady flow of new contract wins amid bigger and longer contract renewals with existing customers.

    The significant share price retreat leaves PME as a hold, but also presents an opportunity to enter a top class business at an attractive price. 

    Myer Holdings Ltd (ASX: MYR)

    The Myer share price is steady at 49 cents on Tuesday.

    Myer was among the worst-performing ASX stocks of 2025, losing six-tenths of its value to finish at 48 cents per share on 31 December.

    Bromley has a sell rating on this ASX 200 consumer retail share.

    He explains:

    The department store giant delivered disappointing results in full year 2025, in our view.

    Sales were weaker than expected. Earnings before interest and tax of $140.3 million, excluding significant items, were down 13.8 per cent on the prior corresponding period. MYR didn’t declare a final dividend.

    Ongoing cost challenges and pressures on discretionary spending have continued to weigh on investor sentiment.

    We see risk/reward skewed towards further downside rather than a stabilised rebound in the current cycle.

    The post BHP, Pro Medicus, Myer shares: Buy, hold, or sell? appeared first on The Motley Fool Australia.

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

    Before you buy BHP Group shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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

  • BHP share price cracks $50 as experts revise ratings following 1H FY26 update

    A man in a hard hat gives a thumbs up as he holds a clipboard in one hand against a blue sky background.

    The BHP Group Ltd (ASX: BHP) share price reached a two-year high of $50.05 per share on Tuesday morning.

    BHP shares have risen strongly in recent times — up 9.4% in a month and 23.5% over six months.

    A strongly ascending copper price and a stable iron ore price are supporting the ASX 200’s largest mining share.

    BHP shares will likely reclaim the No. 1 spot on the ASX 200 from Commonwealth Bank of Australia (ASX: CBA) soon.

    For fellow stock market nerds keeping score, there’s about $4.2 billion in market capitalisation between the two stocks now.

    The BHP share price would need to rise by about 85 cents to make up the difference, given there are 5.1 billion shares on issue.

    BHP shares are not far off their historical all-time high now. The record is $50.84 per share, reached on 28 December 2023.

    BHP half-year operations update

    Last week, BHP released an operational update for 1H FY26.

    BHP reported 984.1 kt of copper production, on par with 1H FY25, and with record output from Escondida.

    Copper SA produced record refined gold output, which is handy given the skyrocketing gold price.

    The gold price breached US$5,000 per ounce for the first time in history yesterday.

    BHP increased its full-year FY26 guidance for copper from a range of 1,800 to 1,900 kt to 1,900 to 2,000 kt.

    The miner also reported a 2% increase in iron ore production to 133.8 kt, with record output at Western Australia Iron Ore (WAIO).

    There was a 2% lift in metallurgical coal production to 9.2 kt and a 10% increase in thermal coal production to 8.1 kt.

    BHP revealed a $1 billion cost blow-out on Stage 1 of the Jansen potash project, which remains on track to begin production in mid-CY27.

    Costs increased due to inflation, longer construction hours, design development and scope changes, and lower productivity forecasts.

    BHP expects Stage 1, which is 75% complete, to produce about 4.15 million tonnes per annum (Mtpa) of potash.

    The anticipated underlying EBITDA margins for Stage 1 remain strong at approximately 63% to 64%.

    BHP CEO Mike Henry said:

    Jansen will be a long life, low cost and scalable asset that will add a new, future facing commodity to BHP’s portfolio, which we expect will generate value for shareholders over many decades.

    Global demand for commodities

    Henry also commented on the strong global demand for commodities:

    China’s commodity demand remains resilient, supported by targeted policy measures and solid exports. Momentum moderated in H2 CY25, notably in construction, manufacturing and infrastructure investments.

    India is emerging as a key engine of demand, with strong domestic activity sustaining steel and rising copper needs.

    Forecast global growth in 2026 is around 3%, creating a positive backdrop for commodity demand.

    Where to now for the BHP share price?

    Following BHP’s update on 20 January, several analysts have updated their ratings and 12-month targets for the BHP share price.

    Ord Minnett remains buy rated on BHP shares with a price target of $49.

    Macquarie reiterated its hold rating with a price target of $48.

    UBS maintained its hold rating but raised its target from $45 to $47.

    JP Morgan kept its hold rating, too, but raised its target from $45.72 to $47.70.

    Citi also kept its hold rating on BHP with a share price target of $48.

    Berenberg Bank remains sell rated on BHP with a price target of $39.75.

    The highest price targets for BHP shares today were all issued prior to the 1H FY26 update.

    They are $57.70 from Goldman Sachs (buy rating), $56.50 from Morgan Stanley (buy), and $56 from Bank of America (buy).

    The post BHP share price cracks $50 as experts revise ratings following 1H FY26 update appeared first on The Motley Fool Australia.

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

    Before you buy BHP Group shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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    Citigroup is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goldman Sachs Group, JPMorgan Chase, and 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.

  • This ASX defence stock is racing higher on sales surge

    Army man and woman on digital devices.

    Electro Optic Systems Holdings Ltd (ASX: EOS) shares are pushing higher on Tuesday.

    At the time of writing, the ASX defence stock is up 5% to $10.85.

    Why is this ASX defence stock rising?

    Investors have been buying the defence technology company’s shares after it released a strong fourth quarter update that highlighted accelerating activity levels, a sharply higher order book, and improving cash flow.

    According to the release, EOS reported cash receipts from customers totalling $77.3 million. This represents an increase of $60.8 million compared to the third quarter of 2025.

    Management notes that this increase primarily reflects milestone completions achieved on customer contracts during the quarter.

    The good news is there should be more to come in 2026. The ASX defence stock notes that as of 31 December, its order contract backlog was $459 million. This is an increase of $323 million on the position at the start of the year.

    What else happened during the quarter?

    EOS advised that during the quarter, it continued the manufacture and delivery of remote weapon systems (RWS) for customers in the United States, Europe, the Middle East, South East Asia, and Australia.

    Activity levels during the three months were higher than in previous quarters due to the timing of customer orders and delivery schedules.

    It also advised that during the quarter, the ASX defence stock relocated its business activity in Singapore to a new facility. The facility includes a new RWS service and support centre and a High Energy Laser Weapon manufacturing facility.

    In addition, its EOS Space Systems business continued to deliver on the backlog of contracts with the Australian Defence Force (ADF) and Commonwealth of Australia.

    Strong balance sheet

    EOS’ net cash inflow from operating activities for the quarter was $19.3 million. This compares favourably to a net cash outflow of $34.3 million in the third quarter.

    At the end of the quarter, the ASX defence stock had total cash holdings of $106.9 million. This represents a $15.4 million increase from its total cash holdings at the end of September.

    In addition, the company has a further $41.6 million of cash security deposits held with banks to support bank guarantees and bonds.

    Following today’s gain, the EOS share price is now up almost 800% since this time last year. To put that into context, a $5,000 investment would now be worth approximately $45,000.

    The post This ASX defence stock is racing higher on sales surge appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Electro Optic Systems Holdings Limited right now?

    Before you buy Electro Optic Systems Holdings Limited shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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

  • Santos ships first gas from its major Barossa project off the coast of the Northern Territory

    Gas share price represented by a rising share price chart.

    Shares in Santos Ltd (ASX: STO) were trading higher on Tuesday morning after the company announced it had shipped the first cargo of liquefied natural gas from its Barossa project off the coast of the Northern Territory.

    The oil and gas company said in a statement to the ASX that the first cargo had been loaded at the Darwin liquefied natural gas (LNG) plant onto the Kool Blizzard and was on its way to Japan.

    Big day for the company

    Santos Managing Director Kevin Gallagher said it was a major milestone for the company, which had delivered the project within the original budget and within about six months of the planned start date.

    This is an outstanding achievement for a project of this scale and complexity in the global offshore upstream sector. It demonstrates Santos’ self-execution capability in delivering major development projects and the success of our disciplined, low-cost operating model. I am proud of the way the whole Santos team navigated through the impacts of the COVID-19 pandemic, regulatory approvals, legal challenges and supply chain disruptions during the construction phase.

    Mr Gallagher said when the project was signed off for investment in March 2021, it was “the biggest investment Australia’s oil and gas sector had seen for almost a decade”.

    He added:

    We took a final investment decision for Barossa LNG in March 2021 at a time when the economy was re-emerging from the COVID-19 lockdowns, and job-creating and business-generating projects like Barossa were critical for the Northern Territory and Australia. At the same time, Barossa LNG will continue to drive a stronger economy for the Northern Territory and Territorians. The 2025-26 Northern Territory budget papers forecast gross state product to rebound by 7.8 per cent for the year, largely driven by Barossa LNG exports, before growing a further 5.9 per cent in 2026-27 on the back of the LNG industry. “Barossa LNG will secure approximately 300 permanent positions in the Northern Territory for the next 20 years, with an estimated A$2.5 billion worth of wages and contracts expected to flow for Territorians over that time.

    Mr Gallagher said the project would also contribute up to $10 million per year into the Barossa Aboriginal Future Fund, which would invest in projects to improve community infrastructure and services, and help establish pathways to employment.

    Santos is the operator of Barossa and has a 50 per cent interest with joint venture partners PRISM Energy International Australia owning 37.5 per cent and JERA Australia 12.5 per cent.

    Santos shares were 3% higher in early trade at $6.65. The company was valued at $20.98 billion at the close of trade on Friday.

    The post Santos ships first gas from its major Barossa project off the coast of the Northern Territory appeared first on The Motley Fool Australia.

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

    Before you buy Santos Limited shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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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.

  • Guess which surging small-cap ASX share is rocketing another 60% on Tuesday!

    a graph indicating escalating results

    The shortened trading week is starting out with a bang for investors in small-cap ASX share Terra Metals Ltd (ASX: TM1).

    How much of a bang?

    Well, on Friday, Terra Metals shares closed the day trading for 21 cents. In morning trade on Tuesday, shares leapt to 33.5 cents each, up 59.5%. After likely profit-taking, shares are changing hands at 32 cents apiece at the time of writing, up 52.4%.

    For some context, the S&P/ASX Small Ordinaries Index (ASX: XSO) is up 0.1% at this same time.

    With today’s intraday gains factored in, the Terra Metals share price is now up a blistering 966.6% since this time last year. Or enough to turn a $6,000 investment into $64,000.

    In one year!

    Here’s what’s piquing investor interest in the small-cap ASX share again today.

    Small-cap ASX share leaps on platinum strikes

    The Terra Metals share price is surging today after the miner confirmed a major high-grade platinum group metal (PGM) sulfide discovery at the Southwest Prospect within its flagship Dante Project, located in Western Australia.

    The ASX share reported that new reverse circulation (RC) drilling results from one drill hole at SW5 have returned “exceptionally high PGM grades”. Those include individual assays up to 52.97 grams per tonne PGE3, within broad mineralised intervals starting from near surface.

    Terra Metals said the latest results “substantially upgrade” the tenor of mineralisation that it has previously reported at the SW5 target. The assays also confirm the presence of “extensive and high-grade” PGM–Cu–Ni (platinum group metals, copper, and nickel) sulfide mineralisation within the Southwest corridor.

    That corridor now spans more than 850 metres in strike length and 250 metres in width.

    And this fast-rising ASX share looks like one to watch, with assays still pending for numerous visually identified sulfide intervals across the Southwest corridor.

    What did management say?

    Commenting on the latest drill results sending the ASX share flying higher today, chief metallurgist Evan Kirby said:

    I’ve worked on major platinum deposits around the world and never seen a hard rock drill intersection with PGM grade anywhere close to this SWT008 intersection. In South Africa, the only comparable grades were found in the dunite pipes that were mined in the mid-20th century.

    Terra Metals CEO Thomas Line noted, “When you intersect nearly 53 grams per tonne of PGMs from near surface, you don’t need to over-explain it, the rocks speak for themselves.”

    Line added, “These SW5 results are exceptional and indicate that we may be dealing with a large, powerful mineral system that is only just starting to come into focus.”

    The post Guess which surging small-cap ASX share is rocketing another 60% on Tuesday! appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Terra Metals Ltd right now?

    Before you buy Terra Metals Ltd shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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

  • Up 100% this year. Why this ASX gold stock is back in rally mode

    Miner with thumbs up at mine

    One of the ASX’s best-performing small-cap stocks is back in the spotlight after releasing a new exploration update.

    Shares in Dateline Resources Ltd (ASX: DTR) are up 15.48% today to 48.5 cents. The move adds to a powerful run, with the stock now up around 100% year to date and attracting strong investor attention.

    Let’s take a closer look at what was announced early Tuesday morning.

    A key step forward at Colosseum

    According to the release, Dateline has completed a ground geophysical survey at its 100%-owned Colosseum Gold and Rare Earth Element (REE) Project in California.

    The survey, which looks below the surface using electrical signals, is designed to help identify the most promising areas for future drilling.

    Early results identified several standout zones beneath the surface, both shallow and at greater depths, across the southern part of the project.

    These zones line up with information Dateline already had, including other geophysical data and known geological features.

    Why investors are paying attention

    Dateline has also identified a large fault zone running through the project area. Faults are cracks in the earth where rocks have shifted over time.

    These structures can allow mineral-rich fluids to move through the ground. Over long periods, that process can help form gold and rare earth deposits.

    The company said these features appear in similar locations to the results from the new survey, which helps explain the market’s interest.

    Dateline also pointed to similarities with the nearby Mountain Pass rare earths mine, one of the biggest rare earths projects in the United States. While Colosseum is still much earlier in development, the comparison has caught investors’ attention.

    What happens next

    The survey results are now being analysed by geophysics specialists at Mitre Geophysics.

    Dateline plans to combine this new data with earlier surveys to narrow down the most promising drill targets for both gold and rare earths.

    The company has also ordered more surveys, including gravity and magnetic work, to further improve targeting before deeper drilling begins.

    Management said future drilling will focus on areas where several datasets point to the same locations. More updates are expected as this work continues.

    Putting the rally into context

    Colosseum already hosts a defined gold resource and sits in a well-known mining region.

    Current work is focused on expanding the project and testing deeper areas, while also assessing rare earths potential.

    After such a strong start to the year, the share price could remain volatile. Still, the latest update helps explain why interest in the stock remains high.

    The post Up 100% this year. Why this ASX gold stock is back in rally mode appeared first on The Motley Fool Australia.

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

    Before you buy Dateline Resources Limited shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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

  • This ASX ETF has returned 34% annually since inception

    Man wearing green shirt and pink watch flexes his muscle. representing the strength in ASX shares at the moment

    ASX exchange-traded fund (ETF) Global X Copper Miners ETF (ASX: WIRE) has risen 6% in a month and almost doubled over a year.

    WIRE ETF is soaring due to rising demand for copper as the green energy transition starts showing itself in rising commodity prices.

    But WIRE’s performance since inception in November 2022 is also impressive at an average 34.23% per annum.

    Last year was particularly strong amid the copper price soaring 42%.

    The red metal traded above US$6 per pound for the first time earlier this month.

    Copper is essential for electrification and is a key ingredient in much of the new infrastructure being built for the energy transition.

    It offers high ductility, malleability, and thermal and electrical conductivity, and is resistant to corrosion.

    Copper is used in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

    The red metal was added to the US Critical Minerals List in November 2025.

    The weaker US dollar is also supporting the copper price as investors seek safety in base metals like copper and precious metals like gold.

    Trading Economics analysts explain:

    A softer dollar makes commodities priced in greenbacks, including copper, gold, and silver, more affordable for buyers using other currencies.

    Investment demand has also picked up, with Chinese merchants offering 1-kilogram investment-grade copper bars despite challenges in the secondary resale market.

    Additionally, physical buyers are front-loading copper deliveries ahead of the Lunar New Year holiday in China and potential US tariffs on refined metal, further tightening global supply.

    Elsewhere, robust consumption driven by the global shift toward renewable energy and artificial intelligence applications continues to support copper demand.

    Nitty-gritty on WIRE ETF

    WIRE seeks to mirror the performance of the Solactive Global Copper Miners Total Return Index before fees.

    WIRE holds 39 stocks and offers good geographical diversification.

    This mix is 37% Canada, 11% US, 10% Australia, 10% Hong Kong, 7% Japan, 6% Poland, 5% Sweden, and the list goes on.

    The ASX copper shares among WIRE’s investments include the market’s biggest copper pure-play, Sandfire Resources Ltd (ASX: SFR), at 3.2%.

    BHP Group Ltd (ASX: BHP), now the world’s largest copper producer, makes up 4% of WIRE’s investments.

    Capstone Copper Corp CDI (ASX: CSC) shares provide another 3%, and Develop Global Ltd (ASX: DVP) makes up 0.36%.

    WA1 Resources Ltd (ASX: WA1) shares are in there, too, at 0.2%.

    Last month, James Gerrish from Shaw and Partners said WIRE was his team’s preferred copper exposure among ASX ETFs.

    Gerrish said:

    The ASX-listed Global X Miners ETF (WIRE) remains one of our preferred vehicles for broad exposure to global copper producers.

    From a regional perspective, it only has 11% exposure to Australia, with Canada providing the main holdings.

    It has a decent $400mn market cap, while its fees are okay at 0.65%.

    The post This ASX ETF has returned 34% annually since inception appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Global X Copper Miners ETF right now?

    Before you buy Global X Copper Miners ETF shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Global X Copper Miners ETF wasn’t one of them.

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

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

    * Returns as of 1 Jan 2026

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    Motley Fool contributor Bronwyn Allen has positions in BHP Group and Global X Copper Miners ETF. 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • BWP Trust to divest Chadstone Homeplus, maintains FY2026 guidance

    Business people discussing project on digital tablet.

    The BWP Trust (ASX: BWP) share price is in focus after the REIT announced it has agreed to sell the Chadstone Homeplus Homemaker Centre in Victoria for $86.025 million—1.1% above its December 2025 fair value. This unconditional deal keeps BWP’s FY2026 distribution guidance intact, with settlement expected by June 2026.

    What did BWP Trust report?

    • Unconditional sale contract for Chadstone Homeplus Homemaker Centre at $86.025 million
    • Sale price is 1.1% above 31 December 2025 fair value of $85.1 million
    • Settlement expected June 2026
    • Sale realises an internal rate of return of 15.2% since acquisition in 2024
    • FY2026 distribution guidance maintained

    What else do investors need to know?

    The sale follows a Bunnings lease extension to 31 July 2030, which helped boost the property’s value ahead of marketing. Management conducted a public sales campaign attracting strong national interest, underscoring ongoing demand for quality large-format retail assets.

    Proceeds from the divestment will initially be used to pay down debt, supporting BWP Trust’s balance sheet flexibility. The asset was acquired in 2024 as part of a nine-asset portfolio for $72.5 million, highlighting the total value created in a short timeframe.

    What did BWP Trust management say?

    Managing Director Mark Scatena commented:

    The transaction demonstrates BWP’s ability to leverage its asset management capability by extending the property’s weighted average lease expiry to maximise asset value.

    What’s next for BWP Trust?

    BWP Trust remains focused on portfolio renewal, looking to recycle capital into new opportunities or pay down debt while maintaining distributions. Management will continue assessing asset performance and seek further value-adding activities.

    The settlement in June 2026 is expected to give BWP ongoing flexibility as it pursues its strategic objectives and responds to changing market conditions.

    BWP Trust share price snapshot

    Over the past 12 months, BWP Trust shares have risen 13%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

    View Original Announcement

    The post BWP Trust to divest Chadstone Homeplus, maintains FY2026 guidance appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BWP Trust right now?

    Before you buy BWP Trust shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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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.

  • Up 185% in a year, ASX All Ords gold stock reports further growth potential

    Two miners examine things they have taken out the ground.

    ASX All Ords gold stock Ausgold Ltd (ASX: AUC) is edging lower today.

    Ausgold shares closed Friday trading for $1.26. In early morning trade on Tuesday, shares are swapping hands for $1.255 apiece, down 0.4%.

    For some context, the All Ordinaries Index (ASX: XAO) is up 0.8% at this same time.

    With today’s intraday dip factored in, the Ausgold share price remains up a whopping 185.2% over the past 12 months, racing ahead of the 7.2% one-year gains posted by the All Ords.

    Part of that meteoric rise has been spurred by the rocketing gold price. Gold topped US$5,000 per ounce over the weekend and is currently fetching US$5,009 per ounce, up 83% since this time last year.

    And Ausgold has hardly been sitting on its laurels.

    Here’s what’s grabbing investor interest today.

    ASX All Ords gold stock accelerating drill program

    The Ausgold share price has yet to get a boost from this morning’s release of the latest exploratory drill results from its 100%-owned Katanning Gold Project (KGP), located in Western Australia.

    The ASX All Ords gold stock is conducting an ongoing 44,000 metre drilling campaign at KGP.

    The drilling campaign is targeting resource growth at KGP, which management said is supporting future reserve conversion, improving confidence in early mine life areas, and targeting new gold discoveries.

    As part of that program, the miner reported on the assay results it has received from a further 55 reverse circulation (RC) drill holes totalling 8,179 metres. The results come from the Central Zone of the project.

    The ASX All Ords gold stock said that the step-out drilling has delivered “broad, high-grade mineralisation down-dip”. And investors will have noted this is beyond the limits of Ausgold’s existing 2.44 million ounce Mineral Resource and DFS Update open pit designs.

    The miner added that in-fill drilling within the existing Mineral Resource has returned intercepts consistent with, and locally exceeding, its current Resource model.

    What did management say?

    Commenting on the drill results reported by the ASX All Ords gold stock today, Ausgold executive chairman John Dorward said:

    These results continue to demonstrate the quality of the Katanning Gold Project, reinforcing the robustness of the existing Mineral Resource and supporting confidence in the current mine plan, while also highlighting the project’s straightforward growth potential.

    We look forward to delivering further results over the coming quarters, culminating in an updated Mineral Resource Estimate following completion of the current drilling campaign.

    Ausgold noted that its drilling program at KGP is accelerating, with 13,031 metres (across 94 holes) completed to date. The miner now has a diamond rig and a third RC rig operating on site.

    The post Up 185% in a year, ASX All Ords gold stock reports further growth potential appeared first on The Motley Fool Australia.

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

    Before you buy Ausgold Limited shares, consider this:

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

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

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

    * Returns as of 1 Jan 2026

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