• Are Boss Energy shares a buy, hold or sell on new mining plans?

    Two mining workers on a laptop at a mine site.

    Boss Energy Ltd (ASX: BOE) recently released solid profit results and a new mining plan for its Honeymoon uranium operations in South Australia, but brokers are divided on the company’s future prospects.

    Two of the brokers who released research reports on the company this week have buy recommendations on the stock, while one has a neutral rating.

    I’ll get to the specifics of the share price targets they are forecasting shortly.

    First, let’s have a look at what the company released.

    A welcome return to profits

    Boss recorded a net profit of $2.5 million for FY26, which was a $36.7 million improvement from the previous year.

    Revenue doubled to $151.1 million, with the company paying an average realised price of US$74.4 per pound of uranium.

    The company provided guidance for production of 1.25 to 1.3 million pounds of uranium in the current year, which the brokers said was below expectations.

    The company said:

    The production and cost profile reflects the mine-development uncertainty experienced since July 2025 and Boss’ disciplined decision to limit further investment in legacy wellfields, where the expected returns did not justify additional capital. This approach has preserved balance sheet strength while enabling continued investment in plant infrastructure and new value-accretive wellfields, to support the expected production ramp-up.

    Boss also released a new feasibility study that envisages a wider-spaced well design for its in-situ leach mine and is forecast to keep the mine operating until at least FY34.

    The company said its costs would decrease as a result, reflecting an increase in uranium concentration in the leach solution.

    Brokers divided on the outlook for Boss Energy shares

    The Canaccord Genuity team said they had factored in two further deposits, Jason’s and Gould’s Dam, into their valuation of the company, which they see providing options for mining from 2035.

    They have reduced their price target on the company from $2.50 to $2, but that’s still well above the current price of $1.50.

    Macquarie said the new mine design provided a credible pathway to production and the “wide spaced wellfield design appears likely to be quite effective in reducing costs given 50% less infrastructure and 28% higher … grades”.

    The broker said the market may have focused too much on FY27 guidance in selling off the stock, and “Honeymoon value will be better demonstrated when fully ramped at 1.9Mlb/yr”.

    Macquarie has a $1.80 price target on the company.

    Meanwhile, UBS has a neutral rating on the stock and a price target of $1.50.

    UBS said it was not factoring the other deposits into its valuation at this stage.

    Boss Energy is valued at $753.5 million.

    The post Are Boss Energy shares a buy, hold or sell on new mining plans? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Boss Energy Ltd right now?

    Before you buy Boss Energy 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 Boss Energy 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 August 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 positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 4DMedical share price rises as FY26 revenue climbs, losses moderate

    Six smiling health workers pose for a selfie.

    The 4DMedical Ltd (ASX: 4DX) share price is in focus after the company posted a 21% lift in revenue to $7.1 million for FY26, with adjusted net loss improving 7% to $32.9 million.

    What did 4DMedical report?

    • Revenue from ordinary activities up 21% to $7.1 million
    • Adjusted net loss down 7% to $32.9 million
    • Statutory net loss expanded to $203 million (from $30.1 million a year ago), driven by significant non-cash items
    • Gross margins remained above 90%
    • No dividend declared or paid
    • Net tangible assets per share improved to $0.17 (from negative $0.02)

    What else do investors need to know?

    4DMedical’s underlying SaaS revenue climbed 23%, supported by strong growth from B2B hospital and radiology partners, third-party AI distributors, and global medical technology companies. The loss at the statutory level included a major non-cash impact—remeasurement of the Pro Medicus loan and associated derivative financial instrument—reflecting complex accounting treatment rather than core business cash outflows.

    The company raised $233 million through share placements and finished the year with a robust $278 million in cash, positioning it well for ongoing investment and expansion. No dividends were declared for FY26.

    What did 4DMedical management say?

    Dr. Andreas Fouras, Managing Director and CEO, commented:

    4DMedical has maintained strong momentum throughout FY26, improving our adjusted net loss result and strengthening our balance sheet so we can accelerate future growth initiatives.

    What’s next for 4DMedical?

    Looking ahead, 4DMedical recently completed the acquisition of contextflow GmbH, an Austrian lung cancer screening technology company. The group also led a strategic investment in RevealDx, securing exclusive distribution rights for RevealAI-lung across key markets, including Europe, Australia, and New Zealand.

    Management plans to continue scaling its commercial partnerships and integrating new technologies, while building a globally competitive medical imaging and AI platform.

    4DMedical share price snapshot

    Over the past 12 months, 4DMedical shares have risen nearly 700%, far outpacing the All Ordinaries Index (ASX: XAO).

    View Original Announcement

    The post 4DMedical share price rises as FY26 revenue climbs, losses moderate appeared first on The Motley Fool Australia.

    Should you invest $1,000 in 4DMedical right now?

    Before you buy 4DMedical 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 4DMedical 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 August 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.

  • Why is everyone talking about Flight Centre, Air New Zealand and Virgin Australia shares on Friday?

    Surprised child reading all about ASX 200 shares in a newspaper.

    Flight Centre Travel Group Ltd (ASX: FLT), Air New Zealand Ltd (ASX: AIZ), and Virgin Australia Holdings Ltd (ASX: VGN) shares are turning heads on Friday.

    In morning trade today, two of the well-known ASX shares are outpacing the 0.2% gains posted by the All Ordinaries Index (ASX: XAO), while one is trailing the benchmark.

    Here’s what’s catching investor interest.

    Virgin Australia shares rise on renewed dividend

    Virgin Australia shares are up 1.1% at the time of writing, swapping hands for $2.84 apiece.

    This follows the release of the ASX 300 airline’s full-year FY 2026 results.

    Highlights included a 13.4% year-on-year increase in underlying earnings before interest and tax (EBIT) to $753 million.

    And on the bottom line, Virgin Australia shares look to be getting support today from the airline’s 21.9% increase in underlying net profit after tax (NPAT) to $404 million.

    The company also issued its first dividend since relisting on the ASX in June 2025. Management declared a fully-franked dividend of 7.6 cents per share.

    Air New Zealand shares sink on net loss

    Air New Zealand also released its FY 2026 results today.

    But unlike Virgin Australia shares, Air New Zealand shares are down 0.8% following the release, trading for 32.3 cents each.

    On the positive side of the ledger, the Kiwi airline reported a 3.9% year-on-year increase in revenue to NZ$7.0 billion.

    However, operating cash flow of NZ$819 million was down 12.8% from FY 2025.

    And the company posted a net loss after tax of NZ$242 million.

    Much of the pressure has come from surging jet fuel costs amid the ongoing Middle East conflict.

    Air New Zealand management noted, “The Middle East conflict increased fuel cost by an estimated $328 million compared to what we expected going into the second half, and by $205 million after hedging.”

    Flight Centre shares lift amid board shakeup

    Joining Air New Zealand and Virgin Australia shares in creating a buzz today, we find Flight Centre.

    After reporting its FY 2026 results on Wednesday, today the ASX 200 travel stock announced some major leadership changes.

    Flight Centre revealed that Gareth Turner will join the board as an independent non-executive director. Turner will succeed Rob Baker, a 13-year veteran of the company’s board.

    Commenting on Turner’s appointment, Flight Centre chair Gary Smith said:

    Gareth brings deep financial and commercial experience across the technology, telecommunications and travel and tourism sectors, along with a strong track record as a CFO.

    The board looks forward to drawing on his expertise as our company continues to evolve and targets near-term and longer-term growth opportunities.

    Flight Centre shares are up 0.6% at the time of writing, trading for $12.26 apiece.

    The post Why is everyone talking about Flight Centre, Air New Zealand and Virgin Australia shares on Friday? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Air New Zealand right now?

    Before you buy Air New Zealand 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 Air New Zealand 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 August 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 recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.