The S&P/ASX 200 Index (ASX: XJO) is having a better session on Tuesday. At the time of writing, the benchmark index is up 0.95% to 8,586.2 points.

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

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down 5% to $2.98. This counter-drone technology company’s shares have come under pressure this month following the announcement of an ASIC investigation. The company said: “DroneShield advised that it will cooperate fully with the investigation regarding announcements and information provided to the Australian Securities Exchange between 1 and 20 November 2025, and trading in Droneshield shares between 6 and 12 November 2025 (inclusive). […] It is not clear what action, if any, may result from ASIC’s investigation.”

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price is down 4% to $18.10. This is despite there being no news out of the company. However, there are reports that China will soon address U.S. concerns ​about shortages of critical minerals and rare earths. Reuters also reported that China plans to address U.S. concerns over export restrictions on rare ​earth processing technology. This could potentially put pressure on rare earths prices in the near term.

PLS Group Ltd (ASX: PLS)

The PLS share price is down 4% to $5.75. This appears to have been driven by continued weakness in the lithium industry. This latest decline means that PLS shares are now down 10% since this time last week. Some of this selling could have been due to profit taking from investors. After all, PLS shares are still up over 300% since this time last year.

TechnologyOne Ltd (ASX: TNE)

The TechnologyOne share price is down 4% to $27.54. This follows the release of the enterprise software provider’s half-year results. TechnologyOne posted a 9% increase in profit before tax to $89.1 million and a 17% jump in annual recurring revenue (ARR) to $598 million. While this was in line with consensus estimates, it seems that some investors were expecting a surprise to the upside. Commenting on the half, TechnologyOne’s CEO, Ed Chung, said: “There is huge momentum and confidence in the business today, in our strategy of SaaS+, which is fuelling the results we delivered today, and allows us to continue to invest into the future. Now with our AI strategy, the adoption of AI and the feedback we are receiving is surpassing our expectations. All of this also gives us confidence in our pipeline and we don’t guide up unless we see it day in and day out.”

The post Why DroneShield, Lynas, PLS, and TechnologyOne shares are falling today appeared first on The Motley Fool Australia.

More reading

• Why Technology One, Megaport and Mineral Resources shares are turning heads on Tuesday
• Time to get greedy with DroneShield stock?
• Technology One posts 17th consecutive record first-half profit, AI drives FY26 guidance
• 5 things to watch on the ASX 200 on Tuesday
• Can these soaring ASX materials stocks keep rising?

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

S&P/ASX 200 Index (ASX: XJO) shares are up 1% to 8,592 points on renewed hopes of an end to the war in Iran.

US President Donald Trump said he called off a military strike on Iran, planned for tomorrow, following appeals from Persian Gulf nations.

This has generated optimism that US-Iran negotiations might restart.

Meanwhile, let’s take a look at fresh ratings on three ASX shares.

Civmec Ltd (ASX: CVL)

The Civmec share price is $1.63, down 1.2% today, and up 64% over the past 12 months.

Civmec reported net profit after tax (NPAT) of $13.5 million, up 45% year over year, for 3Q FY26.

Baxter Kirk from Bell Potter has a buy rating on this ASX All Ords industrial share with a $1.90 price target. 

In a new note, Kirk said:

With a diverse $1.35b order book underpinned by increased Resources activity and defence orders, CVL is well-positioned for growth.

Further, with tendering activity increasing and the company undertaking greater ECI work, the outlook for order book growth continues to brighten.

In our view, CVL remains an attractive investment due to 1) undemanding value relative to its peers, 2) improving sector outlook, and 3) increasing defence exposure.

Dalrymple Bay Infrastructure Ltd (ASX: DBI)

The Dalrymple Bay Infrastructure share price is $5.32, up 1.3% today, and up 30% over the past year.

Mitch Belichovski from Morgans has a hold rating on this ASX 200 industrial share. 

On the The Bull this week, Belichovski said:

The share price has performed well since March as the company retains predictable and resilient cashflows.

EBITDA growth is driven by CPI-linked base charges and incremental earnings on commissioned non-expansionary capital expenditure (NECAP) projects.

DBI continues to generate long term appeal, delivering an attractive distribution yield.

In our view, it also remains a potential merger and acquisition target.

LGI Ltd (ASX: LGI)

The LGI share price is $3.52, down 0.3% on Tuesday, and up 22% over 12 months.

LGI recovers biogas from landfills and converts it to electricity and eco-friendly products.

Belichovski has a sell rating on this ASX All Ords utilities share. 

The analyst said:

While LGI provides exposure to the decarbonisation theme, the company competes with several larger entities for landfill gas amid a limited number of larger sites to support electricity generation.

The share price pull back between mid April to May 13 is primarily due to ongoing weakness in wholesale electricity prices.

Also, according to our analysis, investors are cautious about the Mugga Lane strategic growth project, which potentially poses a risk to EBITDA guidance in fiscal year 2026.

The post Buy, hold, sell: Civmec, LGI, Dalrymple Bay Infrastructure shares appeared first on The Motley Fool Australia.

More reading

• Are these ASX small-cap shares a buy, hold or sell according to Bell Potter?
• Why is this ASX industrial stock charging higher today?
• 5 ASX 200 shares downgraded by experts this week
• Why did this ASX 200 stock just get downgraded by Morgans?
• Highlights from Dalrymple Bay Infrastructure’s latest investor presentation

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

Technology One Ltd (ASX: TNE), Megaport Ltd (ASX: MP1), and Mineral Resources Ltd (ASX: MIN) shares are grabbing headlines today.

Two of the ASX heavyweights are outperforming the 1% gains posted by the S&P/ASX 200 Index (ASX: XJO) as we head into the Tuesday lunch hour, while one is taking a tumble.

Here’s what’s grabbing investor interest.

Mineral Resources shares gain on Bald Hill restart

Mineral Resources shares are up 1.9% at the time of writing, changing hands for $65.30 apiece.

This comes after the ASX 200 lithium miner and diversified resources producer announced it will restart operations at its Bald Hill lithium mine, located in Western Australia.

The decision to recommence operation at Bald Hill – which was placed in care and maintenance in November 2024 amid crashing lithium prices at the time – follows this year’s strong run higher in global lithium prices.

Commenting on the decision, Mineral Resources managing director Chris Ellison said:

With strong and sustained demand for spodumene concentrate driving a significant recovery in prices, the time is right to restart operations at Bald Hill…

Once production resumes at Bald Hill, MinRes will be the only company globally operating three hard rock lithium mines, each with their own spodumene concentrate facilities.

Mineral Resources shares have now surged 168% over 12 months.

Megaport shares get a board shakeup

Megaport shares are also making headlines today after the ASX 200 automated infrastructure platform provider reported the appointment of Jon Gidney as a non-executive director of the board, commencing on 29 May.

Gidney will succeed Grant Dempsey as chair of the Audit & Risk Committee.

Gidney currently serves as a non-executive director of Dexus (ASX: DXS) and Cettire Ltd (ASX: CTT).

“As we continue to execute our global growth strategy, Jon’s deep expertise in global capital markets, strategy, and corporate finance will be invaluable,” Megaport chair Melinda Snowden said.

Megaport shares are up 1.6% at the time of writing, trading for $13.08 each. Megaport shares have leapt 53% over the past month.

Which brings us to…

Technology One shares slip despite H1 profit growth

Joining Megaport and Mineral Resources shares in turning heads today, Technology One shares are down 2.6%, swapping hands for $27.89 each.

This retrace comes despite the ASX 200 software-as-a-service (SaaS) provider reporting some solid growth metrics for its first-half (H1 FY 2026) results.

Among the highlights for the six months to 31 March, Technology One reported a 17% year-on-year increase in annual recurring revenue (ARR) to $598 million.

And on the bottom line, profit after tax of $66.8 million was up 6%.

This led to management boosting the interim dividend by 21% to 8 cents per share, representing a new all-time high interim payout.

The post Why Technology One, Megaport and Mineral Resources shares are turning heads on Tuesday appeared first on The Motley Fool Australia.

More reading

• Why DroneShield, Lynas, PLS, and TechnologyOne shares are falling today
• Up 167% in a year, here’s why this ASX 200 lithium stock is rising again
• Technology One posts 17th consecutive record first-half profit, AI drives FY26 guidance
• 3 ASX shares that could be much bigger in 10 years
• 5 things to watch on the ASX 200 on Tuesday

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

Washington H. Soul Pattinson and Company Ltd (ASX: SOL) shares are pushing higher on Tuesday after a new investment update caught attention.

At the time of writing, the Soul Patts share price is up 1.38% to $42.48.

The move adds to a solid year for the diversified investment house. Soul Patts shares are now up around 14% in 2026, although they remain down almost 4% over the past week.

The latest interest comes after reports that the company has built a substantial stake in Propel Funeral Partners Ltd (ASX: PFP).

Let’s take a closer look.

A new substantial stake

According to The Australian, Soul Patts has used a 30% fall in the Propel share price to build its position in the funeral services operator.

The report said Soul Patts now owns a 5.03% stake in Propel, equal to about 6.9 million shares, after a buy-in worth about $5.9 million.

The largest recent trade was a $2.5 million on-market purchase of 738,311 Propel shares.

The initial substantial holder notice shows Soul Patts became a substantial holder on 14 May 2026. It lists 6,944,482 ordinary shares and voting power of 5.03%.

Soul Patts already held 5,377,356 Propel shares before becoming a substantial holder. The notice shows it kept building the stake over March, April, and May, taking advantage of Propel’s weaker share price.

What Soul Patts may see in Propel

Propel is not a huge company, with a market capitalisation of about $468 million. But it sits in a sector that often attracts long-term interest.

The company provides death care services across Australia and New Zealand. Its brands include Ross Funerals, Alfred James Funerals, Berry Funeral Directors, Millingtons, and Gympie Funerals.

The Australian noted that Propel previously rejected multiple takeover proposals in 2023, when TPG Capital bought InvoCare for $1.8 billion.

Investors may be asking whether Soul Patts sees longer-term value after a rough period for Propel shares.

Propel shares are currently up 1.19% to $3.39. However, the stock is still down about 31% in 2026 and almost 30% over the past year.

A typical Soul Patts move

This looks like the sort of investment Soul Patts shareholders are used to seeing.

The company has a long history of backing listed businesses across different parts of the market. Its portfolio has included names such as Brickworks, New Hope Corporation Ltd (ASX: NHC), TPG Telecom Ltd (ASX: TPG), Apex Healthcare, and many more.

The Propel stake is not huge for a company the size of Soul Patts. But it is not hard to see why it has taken a look. Propel shares have fallen hard, and the business operates in a relatively defensive sector.

The post Soul Patts shares rise after taking stake in struggling ASX stock 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 positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The next 12 months will be a “formative period” for True North Copper Ltd (ASX: TNC), Morgans says, as they tip the shares to more than triple in value.

Morgans released a new research note on True North yesterday, followed by an exploration update from the company today.

More positive results

The company said it had completed a geophysics program at its flagship Mt Oxide project in North Queensland, and “the results have expanded the potential strike of the Aquila copper-cobalt-silver discovery and generated additional high-priority drill targets along the Mt Gordon Fault Zone”.

The company said drilling at the Aquila discovery had shown a strong correlation between “IP chargeability and conductivity anomalies and broad zones of shallow copper-cobalt-silver sulphide mineralisation”.

The new IP survey expanded the chargeability anomaly to about 500m north of current drilling, “highlighting further growth potential within the emerging copper-cobalt silver system”.

The company added:

The Phase 1 IP program has provided important targeting data to support refinement of the next drilling phase at Mt Oxide, including extension drilling at Aquila and testing of newly identified parallel structures along the broader mineralised corridor.  

True North Managing Director Andrew Mooney said:

The completion of the Phase 1 IP geophysics program marks another important step in our strategy to systematically grow the Mt Oxide Project and unlock the broader scale potential of the system. Extending the Aquila IP anomaly a further ~500 metres north has now grown the target to more than ~1.5 kilometre in strike extent, with mineralisation and geophysical anomalies remaining open along strike and at depth beyond current drilling. This is a highly encouraging result and further reinforces the significance of the new high-grade Aquila copper-cobalt-silver discovery.

Shares looking cheap

Morgans said in its research note to clients that outside of the Mt Oxide project, it expected recent drilling at the company’s Cloncurry Hub project to support operations, which could produce about 9000 tonnes of copper per year.

Morgans said:

TNC offers exposure to a staged copper growth platform, combining near-term development optionality at Cloncurry with district-scale exploration leverage at Mt Oxide. We are attracted to TNC for: 1) a clearly defined three-pillar strategy across development, growth and discovery; 2) material resource growth potential at Mt Oxide; 3) exploration upside across multiple projects; 4) infrastructure-rich operating environment; and 5) experienced management with relevant base metals development and operating expertise.  

Morgans has a speculative buy rating on True North Copper and has upgraded its price target from $1.20 to $1.30 due to higher expected gold credits.

True North shares are currently changing hands for 40 cents. The company is valued at $60.9 million.

The post Morgans is tipping this ASX copper company could more than triple in value 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.

S&P/ASX All Ordinaries Index (ASX: XAO) shares are 0.9% higher at 8,815.1 points on Tuesday.

Among the 11 market sectors, consumer staples is in the lead today, up 3.3%.

The technology sector is the laggard, down 0.05%, and the only sector currently in the red.

Meanwhile, three brokers reveal their ratings and 12-month price targets on four ASX All Ords shares.

Let’s check them out. 

James Hardie Industries Plc (ASX: JHX)

The James Hardie share price is one of the market’s fastest risers today, up 3.8%, ahead of its 4Q FY26 results tomorrow.

James Hardie shares are trading at $27.10 apiece at the time of writing.

Morgan Stanley has reiterated its buy rating on this ASX All Ords materials share.

It has a price target of $44, suggesting 62% potential upside ahead.

Xero Ltd (ASX: XRO) 

The Xero share price is $79.11, up 1.3%, as it recovers from last week’s bashing.

Xero shares fell 8.6% after the company released its full-year FY26 results last Thursday.

In the same week, Xero also overtook Wisetech Global Ltd (ASX: WTC) as the biggest ASX All Ords tech share by market cap.

Xero reported a 27% fall in net profit after tax (NPAT) for FY26, largely due to the Melio acquisition.

Melio is a big part of Xero’s expansion strategy in the US. For FY26, US revenue rose 240%, or 30% on a pro-forma basis.

UBS has reiterated its buy rating with a $127 price target, implying 60% upside ahead.

WA1 Resources Ltd (ASX: WA1)

The WA1 Resources share price is $14.38, down 1.8% on Tuesday.

The ASX All Ords copper share fell 3.4% last week, despite the copper price reaching a record US$6.60 per pound on Wednesday.

Bell Potter has maintained its speculative buy rating on WA1 Resources shares with a $24.80 target.

This suggests potential capital growth of almost 75% over the next 12 months.

Minerals 260 Ltd (ASX: MI6)

The Minerals 260 share price is 81 cents, down 0.6% today.

This ASX All Ords gold share has had an amazing run, rocketing 479% over the past 12 months.

The mineral explorer is building the Bullabulling project, and has just awarded a contract for its 400-staff village.

Bell Potter said:

MI6 offers gold exposure via the 4.5Moz Bullabulling Resource, valuation uplift through discovery success, project advancement and de-risking as the BGP progresses towards production.

It holds ~$250m cash, sufficient to fund to Final Investment Decision (FID) in early CY27, long-lead items and early site works.

The broker has a price target of $1.35, indicating more than 65% upside ahead.

The post 4 ASX All Ords shares tipped to rise 60% to 75% appeared first on The Motley Fool Australia.

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• Could Xero shares really go that high? 3 brokers weigh in

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

BHP Group Ltd (ASX: BHP) shares are slipping today.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed yesterday trading for $58.77. In morning trade on Tuesday, shares are swapping hands for $58.39 apiece, down 0.7%.

For some context, the ASX 200 is up 0.9% at this same time amid renewed hopes for a Middle East peace deal.

Taking a step back, BHP shares have surged 50.7% over the past 12 months, smashing the 3.5% one-year gains delivered by the benchmark index.

And that doesn’t include the two fully franked dividends the big Aussie miner paid eligible stockholders over this period. BHP stock currently trades on a fully franked 3.4% trailing dividend yield.

Which makes this ASX 200 stock an appealing investment for Leanne Pan, a portfolio manager at Prime Value Asset Management.

Fund manager loads up on BHP shares

Pan invests in high yielding ASX stocks that also offer growth potential.

“I’m not one of those high-flying or sexy stock pickers who always know the big new thing,” she said (quoted by The Australian Financial Review). “My approach is steady as she goes. I’m not chasing three-baggers.”

Commenting on her penchant for buying ASX dividend shares, Pan said:

From my perspective, having dividends as part of your portfolio is a no-brainer. The index has returned on average about 8% to 9% a year for the last two decades. And in that, you have about 3% to 4% in dividends, so it is a very important component.

Out of all the ASX dividend stocks, BHP shares are Pan’s largest position.

She explained:

BHP might sound boring from an investment perspective. But they do tick a lot of boxes: strong management, good cash flow, exposure to iron ore, copper, and potash, and you get to pocket a dividend.

What’s happening with the ASX 200 miner’s copper production?

Atop its growing potash ambitions, a crucial crop fertiliser, BHP has been actively growing its copper production.

And for good reason.

With the red metal in strong demand amid the world’s push towards electrification and the booming growth of AI capable data centres, the copper price has surged 43% over the past year. Copper is currently trading for US$13,588 per tonne.

At the miner’s half year results (H1 FY 2026) BHP revealed that copper drove more than 50% of BHP’s earnings, surpassing iron ore for the first time. BHP reported half year copper earnings of US$8 billion.

At its third quarter update (Q3 FY 2026), released on 22 April, BHP shares closed up 1.2% with the miner reporting year to date copper production of 1,461 tonnes.

BHP received an average realised for its copper of US$5.47 per pound, up 31% year on year.

The post Why this top fundie is overweight BHP shares appeared first on The Motley Fool Australia.

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

Shares in 4DMedical Ltd (ASX: 4DX) jumped more than 8% in early trade after the company said a study validating its key technology had been published in a prestigious journal.

Strong endorsement

4DMedical said in a statement to the ASX that a study evaluating its technology, CT:VQ, had been published in the American Journal of Respiratory and Critical Care Medicine – the world’s leading respiratory medicine journal.

 The company went on to say:

The study included patients with severe emphysema undergoing bilateral lung volume reduction surgery (LVRS) and analysed pre‑operative non‑contrast inspiratory and expiratory CT scans using quantitative imaging techniques, including CT‑derived perfusion (CT:VQ). The authors conclude that integrating functional data from CT:VQ perfusion and anatomical (emphysema) information from routine CT imaging can enhance and streamline patient selection for LVRS, increasing successful outcomes from 48% to 76%, with potential to reduce reliance on additional perfusion imaging studies and improve clinical outcomes.

4DMedical said its technology was designed to integrate into routine radiology workflows and “can analyse historical CT scans, enabling functional assessment earlier in the care pathway, including during LVR patient selection discussions”.

The company added:

LVRS is a specialised surgical intervention typically performed at advanced medical centres (AMCs). Efficient identification of suitable candidates is critical, as outcomes are strongly influenced by underlying lung physiology, including the distribution of emphysema and regional perfusion. By improving pre‑operative selection, functional CT‑based assessment has the potential to reduce unnecessary invasive procedures and optimise utilisation of high‑value surgical respiratory services.

4DMedical said hospital margins from LVRS were highly sensitive to patient selection, and its technology directly enhances LVRS economics by enabling earlier, non-invasive identification of optimal candidates.

The company added:

By reducing reliance on additional imaging, avoiding low‑value surgical interventions and improving post‑operative outcomes, functional CT imaging supports higher procedural success rates, more efficient use of surgical infrastructure and improved contribution margins per case, reinforcing LVRS as a precision‑led, high‑value service line for advanced medical centres.

The company is also presenting the data at the ATS International Conference 2026 in Orlando, Florida, which is being held this week.

Shares fluctuating

While 4DMedical shares have retraced from highs around $6.80 in mid-April, shareholders in the company are still sitting on gains of more than 1000% for the past 12 months.

The shares traded as high as $4.35 early on Tuesday, up 8.7%, before sliding to be 1.8% lower at $3.93, with 3.2 million shares traded.

The company is valued at $2.38 billion.

The post Why did 4DMedical shares charge higher today, then drop? 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.

If you are looking for some new investment ideas, then it could pay to hear what analysts are saying about the ASX shares in this article, courtesy of The Bull.

Here’s what they are recommending investors do with these shares this week:

Cleanaway Waste Management Ltd (ASX: CWY)

DP Wealth Advisory has named this waste management company’s shares as a buy this week.

It likes Cleanaway partly because of the waste management industry’s high barriers to entry.

In addition, while it acknowledges that there are regulatory risks, the wealth advisory firm appears to see an attractive risk-reward on offer here following share price weakness. It said:

This waste management company enjoys high barriers to entry, making it difficult for competitors to undercut or take market share. Underlying earnings before interest and tax increased by 60 per cent between fiscal years 2022 and 2025. Moving forward, the company is targeting improving EBIT margins and earnings per share growth. However, it’s important to note that regulatory risk exists as the company is exposed to volatile commodity prices for recycled material. The recent share price was trading well below its consensus valuation for the next 12 months.

Codan Ltd (ASX: CDA)

DP Wealth Advisory isn’t as positive on Codan shares this week and has named them as a hold.

Although it has been impressed with its strong performance, the wealth advisory firm appears to see its shares as fully valued now following a strong rise. It explains:

This communications equipment and metal detection company has been a stellar performer in the past 12 months due to its business mix. The company lifted group revenue by 29 per cent in the first half of 2026 when compared to the prior corresponding period. Net profit after tax was up 55 per cent. The communications segment delivered growth at the top end of the fiscal year 2026 target range.

A strong performance from the metal detection segment was driven by gold detector demand in Africa. Performance suggests investors should continue holding the stock. The group recently revealed it was trading above expectations in the second half of 2026.

Tuas Ltd (ASX: TUA)

The team at Dolphin Partners Financial Services has named this Singapore-based telco as a buy this week.

However, it is worth highlighting that this was prior to the 60%+ decline by the Tuas share price on Monday in response to an announcement relating to its Simba business and impacting its proposed M1 acquisition.

Commenting on the ASX share, Dolphin Partners Financial Services said:

Tuas operates a mobile telecommunications network in Singapore. It lifted revenue by 26 per cent in the first half of fiscal year 2026 when compared to the prior corresponding period. Underlying EBITDA was up 27 per cent. It generated subscriber growth in mobile and broadband services. Tuas and its subsidiary Simba Telecom have proposed acquiring 100 per cent of M1 to become a major telecommunications provider in Singapore.

On May 13, 2026, TUA was awaiting approval for the proposed transaction. If approved, a successful acquisition would leave TUA seeking synergy opportunities amid growing earnings going forward.

The post Buy, hold, sell: Cleanaway, Codan, and Tuas shares appeared first on The Motley Fool Australia.

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

After a huge 12-month rally, Mineral Resources Ltd (ASX: MIN) has given investors another reason to stay interested.

The Mineral Resources share price is up 0.86% to $64.65 on Tuesday after the company confirmed it will restart its Bald Hill lithium mine.

The gain adds to a strong recovery for the ASX lithium stock, which is now up 18% in 2026 and 167% over the past year.

The restart comes after lithium prices have improved enough for management to bring the Western Australian operation back online.

Here’s what was in the update.

Bald Hill is coming back

In its ASX announcement after market close on Monday, Mineral Resources said operations will restart at the 100%-owned Bald Hill lithium mine.

The company said the decision follows a “significant and sustained recovery” in lithium prices.

Bald Hill was placed on care and maintenance in November 2024 to preserve capital and retain the value of the asset.

At the time, the mine had 58.1 million tonnes of resources at 0.94% lithium oxide.

The operation is located around 50 kilometres south-east of Kambalda in Western Australia’s Goldfields region.

Mineral Resources said Bald Hill has a production capacity of around 165,000 dry metric tonnes a year of 5.1% spodumene concentrate.

It also has the equivalent of 140,000 dry metric tonnes a year of 5.6% spodumene concentrate.

Production timeline

The restart should move quickly, which helps explain why investors are paying attention.

Mineral Resources said ramp-up activity will begin in late May, before crushing and mining operations start in June.

First spodumene concentrate production is expected from July, with the first shipment from the Port of Esperance due in the first quarter of FY27.

The company then expects Bald Hill to reach full capacity in the second quarter of FY27.

The restart is expected to create around 370 jobs, including about 110 workers redeployed from other Mineral Resources operations.

The company expects restart costs to land in the fourth quarter of FY26, with the bill estimated at $20 million.

Investors will get a better look at Bald Hill’s expected sales volumes, FOB costs, and capital spending when FY27 guidance is released on 27 August.

Why Bald Hill is back in focus

The Bald Hill restart comes at an interesting time for the lithium market.

Lithium prices have recovered from their lows, helped by better sentiment and expectations of improving demand.

According to Trading Economics, lithium carbonate is currently fetching for CNY 191,500 per tonne, up 61% year-to-date.

Mineral Resources said stronger demand for spodumene concentrate is now driving a strong recovery in prices.

Managing director Chris Ellison said the company is now “well-placed to rapidly capitalise” on the lithium market’s rebound.

He also noted that once production resumes at Bald Hill, Mineral Resources will be the only company globally operating 3 hard-rock lithium mines.

The post Up 167% in a year, here’s why this ASX 200 lithium stock is rising again 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 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.