S&P/ASX 300 Index (ASX: XKO) shares are 0.4% higher at 8,659.1 points on Thursday.

On The Bull this week, Toby Grimm from Baker Young explains his views and ratings on three ASX 300 shares.

Let’s take a look.  

Aurizon Holdings Ltd (ASX: AZJ)

The Aurizon share price is $3.73, up 0.5% today and up 16% over 12 months. 

Grimm has a buy rating on this ASX 300 industrials share. 

He commented: 

This coal and freight logistics firm delivered better than expected full year 2026 results, in our view. Revenue of $4.194 billion was up 6 per cent on the prior corresponding period and statutory net profit after tax of $362 million was up 19 per cent.

A highly encouraging performance at its containerised freight division provides a long term opportunity, in our view.

Strong global coal prices amid favourable weather conditions to date in New South Wales and Queensland should generate demand for export logistics.

While competition for haulage contracts may lower margins, the business outlook remains positive.

It was recently trading on an attractive dividend yield above 6 per cent.

CAR Group Limited (ASX: CAR)

The CAR share price is $23.91, down 0.5% today and down 37% over 12 months. 

Grimm has a hold rating on this ASX 300 communications share. 

He said: 

Australia’s premium online car trading platform posted reported revenue of $1.253 billion in full year 2026, up 6 per cent on the prior corresponding period. Reported net profit after tax of $314 million was up 14 per cent.

Guidance for 2027 appears favourable relative to consensus expectations.

While the stock remains expensive relative to the broader market, its recent forward price/earnings ratio was trading at a significant discount to its average over the past four years.

The company expects revenue growth of between 11 per cent and 14 per cent in constant currency in full year 2027.

Guzman Y Gomez Ltd (ASX: GYG)

The Guzman Y Gomez share price is $24.91, up 0.2% today and down 1% over 12 months. 

Grimm has a sell rating on this ASX 300 consumer discretionary share. 

He explained: 

The share price has rallied strongly after a decision to exit loss making US operations in May, followed by encouraging full year results in August.

While there’s a near term benefit of withdrawing from the US, the decision also removes long term expansion potential. Also, it places more pressure on Australia, Singapore and Japan to perform to greater heights to justify what we consider a lofty price-earnings multiple.

The shares materially exceed our valuation. The shares have risen from $16 on May 20 to trade at $26.85 on September 10.

Investors may want to consider taking a profit at these levels given the Australian economy is dealing with a cost of living crisis.

The post Buy, hold, sell: Aurizon, Car Group, Guzman y Gomez shares appeared first on The Motley Fool Australia.

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

After posting strong growth for much of the past full year, ASX lithium shares have come under selling pressure in recent months.

Over the last year, the All Ordinaries Index (ASX: XAO) has slipped 2.1%, with the All Ords having dropped 4.0% in the past month.

Here’s how the performance from these top ASX lithium shares compares:

• Liontown Resources Ltd (ASX: LTR) are up 12.2% in a year and down 22.3% in a month.
• Pls Group Ltd (ASX: PLS) shares – formerly Pilbara Minerals – are up 85.2% in a year and down 17.9% in a month.
• IGO Ltd (ASX: IGO) shares are up 40.7% in a year and down 17.4% in a month.
• Core Lithium Ltd (ASX: CXO) shares are up 224.6% in a year and down 6.1% in a month.
• And Mineral Resources Ltd (ASX: MIN) shares are up 41.7% in a year and down 19.0% in a month.

The common headwind battering all of the miners over the last month is the sharp retrace in global lithium prices.

While the lithium carbonate price remains up 79% since this time last year, it’s fallen 34% from its mid-May multi-year highs. And that fall accelerated in recent weeks, with the lithium price slumping 17% since 1 September.

A lot of that decline has come after global and Australian miners ramped up their production amid higher lithium prices, which looks to have quickly led to an oversupply situation.

But ASX lithium shares, and their stockholders, could have more to worry about than just an oversupply of lithium.

Indeed, investors would do well to keep one eye on sodium, an element widely available across the globe.

Will sodium batteries put more pressure on ASX lithium shares?

Lithium batteries aren’t the only way to store large amounts of energy.

Indeed, in potentially concerning news for ASX lithium shares, Chinese battery manufacturing giant CATL expects that sodium-based batteries could take a big slice of market share from lithium batteries.

Addressing the Australian Financial Review Asia Summit, CATL Australia chairman John Kwon said sodium-ion battery costs will likely be on par with lithium-ion batteries early in 2027.

While Kwon said lithium batteries would remain a superior choice for EVs, sodium batteries could be better for date centre power storage. He noted that sodium batteries aren’t as sensitive to temperature as lithium batteries. And they can be recharged more often.

“Sodium-ion is now moving from development towards commercial deployment,” Kwon said (quoted by the AFR).

He added:

Sodium-ion is an important development because it creates another pathway for scaling battery deployment using widely available raw materials and adding flexibility to global supply chains.

And ASX lithium shares could be facing that fresh competition soon, with Kwon forecasting that sodium batteries should be commercially available in Australia by mid-2027.

The post Could this evolving development smash ASX lithium shares like Liontown, Mineral Resources and PLS? 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 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 down 0.3% to 8,904.6 points on Thursday.

Meanwhile, on The Bull this week, two experts share their views on three ASX shares.

Let’s take a look.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price is $4.35, down 0.8% today and down 82% over 12 months. 

Toby Grimm from Baker Young has a buy rating on this ASX consumer discretionary share. 

Grimm said: 

We don’t regularly play high growth consumer discretionary stocks, but we see an opportunity emerging in this online furniture and homewares retailer.

The company delivered record revenue of $664.6 million in full year 2026, up 10.6 per cent on the prior corresponding period.

It’s worth noting that new chief executive Susie Sugden was previously the chief marketing officer during the company’s highly successful infancy between 2016 and 2020.

The company is focusing on improving margins, which, in our view, is conservative and prudent given the incredibly challenging conditions in the retail sector.

We believe new management deserves an opportunity to rebase expectations in a sector offering medium term upside.

Also, we believe accumulating a position is worth considering for those willing to take relatively high volatility risk.

Kelsian Group Ltd (ASX: KLS)

The Kelsian share price is $4.05, up 0.5% today and down 18% over 12 months. 

Grimm has a hold rating on this ASX industrials share. 

He explained: 

KLS is a global operator of bus, motor coach and marine services.

In our view, it delivered highly respectable 2026 results, but was marked down on doubts surrounding the sustainability of its impressive US performance and the withdrawal of the SeaLink Rottnest Island ferry from the sale of its planned tourism portfolio.

However, we do see value at recent levels for what will ultimately be a far less volatile business moving forward.

It was recently trading on modest forward earnings multiples.

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is $1.59, up 4.1% today and down 17% over 12 months. 

Joshua Baker from RaaS Group has a sell rating on this ASX uranium share. 

Baker said: 

Boss is a multi-mine uranium producer. It owns the Honeymoon project in South Australia and has a 30 per cent stake in the Alta Mesa project in South Texas.

The Honeymoon project has presented challenges, with the company cutting production guidance in response to bad weather in the third quarter of 2026. A resource downgrade has since followed.

The company posted a net profit after tax of of $2.544 million in fiscal year 2026, up from a loss of $34.168 million in the prior year.

The shares have fallen from $4.62 on June 23, 2025 to trade at $1.53 on September 10, 2026.

Other stocks appeal more at this stage of the cycle.

The post Buy, hold, sell: Temple & Webster, Kelsian, Boss Energy shares appeared first on The Motley Fool Australia.

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