West African Resources Ltd (ASX: WAF) shares are having a strong session on Wednesday.

In morning trade, the ASX 200 gold stock is 5.5% to a record high of $3.38.

Why is this ASX 200 gold stock racing higher?

Investors have been buying this gold miner’s shares for a couple of reasons.

One is another rise in the gold price overnight. The other is the release of another strong quarterly update before the market open.

According to the release, fourth quarter gold production came in at 112,019 ounces, which underpinned gold sales of 105,995 ounces at an average price of US$4,058 per ounce.

This means that full year gold production was 300,383 ounces, which was in line with its guidance for 2025.

In addition, full year gold sales were strong at 280,065 ounces with an average price of US$3,525 per ounce.

This was despite a soft finish to the year from the Sanbrado operation in Burkina Faso. Its gold production decreased 17% quarter on quarter, mainly due to 14% lower mill throughput and a planned shutdown.

Sanbrado produced 49,732 ounces of gold during the quarter from 745,000 tonnes of ore milled at a head grade of 2.2g/t and recovery of 93.2%. This brought full year 2025 gold production to 205,228 ounces for Sanbrado.

Over at the Kiaka operation, it reported a 208% increase in gold production quarter on quarter. This was driven primarily by a 25% increase in mill throughput and a 44% higher head grade.

During the quarter, Kiaka produced 62,287 ounces of gold from 2,174,000 tonnes of ore processed at an average head grade of 1.0 g/t and metallurgical recovery of 92.9%. This performance brought total 2025 production to 95,155 ounces.

Record year

Commenting on the ASX 200 gold stock’s performance during the quarter, its executive chair and CEO, Richard Hyde, commented:

I would like to commend both our Sanbrado and Kiaka operational teams for achieving WAF’s gold production guidance for a fifth consecutive year. Combined group gold production of 300,383 ounces from our Sanbrado and Kiaka gold mining centres for the full year 2025 was well within WAF’s annual guidance of 290,000 to 360,000 ounces, and was a record year of production for WAF. We look forward to providing our full quarterly activities report in the coming weeks.

Following today’s move, the West African Resources share price is now up approximately 125% since this time last year.

The post Guess which ASX 200 gold stock is charging to a record high on stellar update appeared first on The Motley Fool Australia.

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• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today

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

One of the simplest ways to think about dividend investing is to work backwards from income. How much capital do you need to invest today to generate a meaningful cash return over the next year?

In the case of BHP Group Ltd (ASX: BHP), the answer may come as a surprise to some investors.

How the numbers stack up

At the current BHP share price of approximately $47.22, purchasing 100 shares would entail an investment of around $4,722.

According to current market forecasts, BHP is expected to pay the equivalent of $1.51 per share in fully franked dividends in FY26.

For an investor holding 100 shares, that translates to cash dividends of approximately $150 over the year, plus the benefit of franking credits, which can materially increase the after-tax return for Australian investors, depending on individual circumstances.

That kind of income potential helps explain why BHP remains one of the most popular dividend shares on the ASX.

Why BHP remains a premier dividend stock

BHP is not a traditional high-yield utility or bank. Its dividends can fluctuate from year to year, reflecting movements in commodity prices and earnings.

However, what sets BHP apart is its scale, diversification, and balance sheet strength. The company operates some of the world’s highest-quality assets across iron ore, copper, and other commodities, allowing it to generate substantial cash flow through the cycle.

Importantly, BHP has demonstrated a willingness to return excess capital to shareholders when conditions permit, rather than overextending itself through aggressive expansion. That discipline has helped underpin its dividend-paying ability over time. It has also supported numerous share buybacks, which is another way to return capital to shareholders.

Fully franked income matters

For Australian investors, the fully franked nature of BHP’s dividends is a key part of the appeal.

Franking credits can significantly enhance the effective yield, particularly for retirees or investors on lower marginal tax rates. While dividends are never guaranteed, receiving income that comes with franking credits can make a meaningful difference to total returns over the long run.

Not just about income

While the $150 in forecast income is attractive, BHP is not purely an income play.

The company also offers exposure to long-term demand drivers such as electrification and infrastructure investment, particularly through its growing copper business. I believe that provides the potential for capital growth alongside income, rather than relying solely on dividends.

Foolish Takeaway

Buying 100 shares of BHP today could deliver around $150 a year in passive income, based on current forecasts, with the added benefit of franking credits.

Of course, commodity prices move, and dividends can change. But for investors looking for a combination of scale, income potential, and long-term relevance, I think BHP remains one of the ASX’s premier dividend shares and is worth considering as part of a balanced share portfolio.

The post Buy 100 shares of this premier dividend share for $150 in passive income appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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.

I think that one of the easiest ways to position a portfolio for long-term growth is through exchange-traded funds (ETFs).

Rather than trying to pick individual winners, ETFs provide direct (and easy) access to powerful themes that are likely to shape the global economy for years to come.

As 2026 gets underway, three growth themes continue to stand out to me: cybersecurity, global technology leadership, and digital entertainment.

For investors seeking exposure to these trends, these three ETFs provide a straightforward way to do so.

BetaShares Global Cybersecurity ETF (ASX: HACK)

It wasn’t that long ago that cybersecurity was an afterthought, with internet users relying on their spam folders to ward off viruses and scams. But times have changed, and cybersecurity is now a core requirement for governments, businesses, and individuals.

As more data moves online and digital systems become more interconnected, the risk of cyberattacks continues to rise. That creates a long-term tailwind for companies that specialise in protecting networks, data, and critical infrastructure.

The BetaShares Global Cybersecurity ETF provides exposure to a portfolio of global cybersecurity leaders, including businesses involved in cloud security, identity protection, and threat detection. Rather than betting on a single company, this growth ETF spreads risk across the sector.

For me, the appeal of this ETF lies in the durability of the theme. Cyber threats are not cyclical, and spending in this area tends to remain resilient even when economic conditions soften.

BetaShares Nasdaq 100 ETF (ASX: NDQ)

The BetaShares Nasdaq 100 ETF offers access to some of the most influential growth stocks in the world.

This ETF tracks the Nasdaq 100 Index, which is home to countless global leaders. Many of these businesses are at the forefront of artificial intelligence, cloud computing, digital payments, and platform-based business models. We’re talking Apple (NASDAQ: AAPL), Nvidia (NASDAQ: NVDA), Shopify (NASDAQ: SHOP), Broadcom (NASDAQ: AVGO), and Tesla (NASDAQ: TSLA).

What I like about the BetaShares Nasdaq 100 ETF is that it combines innovation with scale. These are not early-stage startups. They are established companies with strong balance sheets, global reach, and significant investment in research and development. And if companies lose their way, they will be replaced in the 100 with the next crop of superstar stocks at future rebalances.

Owning a diversified basket of world-class growth companies has historically been a powerful way to participate in long-term technological progress. I expect this to continue being the case in the future.

VanEck Video Gaming and Esports ETF (ASX: ESPO)

Video gaming and esports may still be underestimated by some investors.

Gaming has evolved from a niche hobby into a global entertainment industry with hundreds of millions of players worldwide. It spans console gaming, mobile gaming, online platforms, and competitive esports, all supported by ongoing digital engagement.

The VanEck Video Gaming and Esports ETF provides exposure to leading global stocks involved in video game development, publishing, hardware, and esports ecosystems. This means growth companies like Roblox (NYSE: RBLX), Nintendo (FRA: NTO), and Take-Two (NASDAQ: TTWO).

As technology advances and digital entertainment becomes increasingly immersive, I believe the long-term growth potential of this sector is substantial.

Why these ETFs work together

What makes these ETFs particularly attractive as a group is how they complement each other.

The BetaShares Global Cybersecurity ETF focuses on security, the BetaShares Nasdaq 100 ETF captures broad-based innovation, and the VanEck Video Gaming and Esports ETF targets digital entertainment and engagement. Together, they provide diversified exposure to growth themes that are driven by technology adoption rather than short-term economic cycles.

Foolish Takeaway

Growth investing does not have to be complicated. By owning ETFs that track long-term structural trends, investors can position their portfolios for the future. This is without needing to constantly trade or monitor individual companies.

For those looking ahead to 2026 and beyond, the HACK, NDQ, and ESPO ETFs offer three compelling ways to stock up on growth themes that show no signs of slowing down.

The post 3 unstoppable growth ETFs to stock up on in 2026 and beyond appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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 Apple, BetaShares Global Cybersecurity ETF, BetaShares Nasdaq 100 ETF, Nvidia, Roblox, Shopify, Take-Two Interactive Software, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Broadcom and Nintendo. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, Nvidia, and Shopify. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

WiseTech Global Ltd (ASX: WTC) shares closed 1.31% lower on Tuesday, at $65.50 a piece. 

The latest stock price drop means the shares are now 4.31% lower for 2026 so far, 11.34% lower than a month ago, and 48.11% lower than this time last year.

It hasn’t been a great start to the year for the logistics software provider, but I think that there is a good chance WiseTech stock could more than double in 2026, and even soar past $150 per share.

Here’s why.

WiseTech stock bottomed in 2025

It looks like there are signs that WiseTech shares crashed and bottomed out during 2025. The company faced several significant headwinds throughout the 12-month period. 

From lacklustre financial results to a boardroom fallout and even an AFP and ASIC raid, several consecutive events managed to knock back investor confidence time and time again.

But I think the worst is now over for this beaten-down stock, and with the new year, the business is able to turn over a new leaf. Once share prices reach the bottom, the only way is up.

The company is poised for growth in 2026

WiseTech’s underlying business is strong. It is a global leader in logistics software, and the company is continually expanding operations, with a proven track record of successful growth too. 

WiseTech has demonstrated resilience and growth across various economic cycles and is well-positioned to benefit from long-term trends, including cloud computing, automation, and overall AI adoption. 

Its software helps logistics and supply chain businesses automate their processes and transition to cloud-based systems. It’s this type of automation that is a key priority for many companies wanting to improve their efficiency and remain competitive.

Over the past five years, WiseTech has doubled its revenue to US$778.7 million. Looking ahead for FY26, management expects revenue to grow around 80% to a whopping US$1.4 billion.

Analysts are bullish on WiseTech shares

The team at Bell Potter recently said it thinks that this beaten-down logistics solutions technology company could be an ASX 200 share to buy. It has a buy rating and $100 price target on WiseTech shares.

Analysts at Macquarie have also upgraded their outlook on the stock, stating that they see limited risk associated with the company’s upcoming half-year results. Although the broker remains cautious on full-year results and FY 2027 guidance. Macquarie has an outperform rating and $108.50 price target on WiseTech shares. 

But some analysts are even more bullish on their outlook for WiseTech shares. TradingView data shows that 13 out of 15 analysts have a buy or strong buy rating on the stock. 

The average target price is $109.38 per share, which implies a 66.99% potential upside in 2026, at the time of writing. But some analysts think the share price could soar to $176.85 a piece in the next 12 months. That suggests a potential 170% upside ahead for investors.

I think soaring past $170 is optimistic. But I do think the stock’s strength and ability to capture market share amid a potential AI boom give it the potential to pass the $150 per share mark in 2026.

The post Prediction: WiseTech stock is going to soar past $150 in 2026 appeared first on The Motley Fool Australia.

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• Buy, hold, sell: Fortescue, Qantas, and WiseTech shares
• How I’d build a growing passive income stream from ASX shares over 15 years
• Can WiseTech shares bounce back in 2026?

Motley Fool contributor Samantha Menzies 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. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are a lot of ASX dividend shares out there for income investors to choose from.

In fact, there are so many it can be hard to decide which ones to buy over others.

To narrow things down, let’s take a look at two that Bell Potter currently rates as buys. They are as follows:

Rural Funds Group (ASX: RFF)

The first ASX dividend share that Bell Potter is bullish on is Rural Funds.

It is the owner of a diversified portfolio of Australian agricultural assets. From its 63 properties across five states, the company’s strategy is to generate capital growth and income from developing and leasing agricultural assets.

It notes that lessees are predominantly corporate and institutional entities, representing approximately 83% of FY 2026 forecast income. Several of these lessees are also listed on domestic or international share markets.

Bell Potter thinks its shares are still undervalued despite outperforming in 2025. It said:

Our Buy rating is unchanged. The -~35% discount to market NAV remain higher than average (~6% premium since listing) and likely reflects the proportion of assets that are underearning as operating farms. With a continued improvement in most counterparty profitability indicators in recent months (i.e. cattle, almond and macadamia nut prices), resilience in farming asset values and the progress made in creating headroom in funding lines to complete the macadamia development we see this as excessive.

As for dividends, Bell Potter expects payout of 11.7 cents per share in both FY 2026 and FY 2027. Based on its current share price of $1.98, this would mean dividend yields of 5.9% for both years.

The broker also sees potential for its shares to climb meaningfully higher in 2026. It currently has a buy rating and $2.45 price target on them.

Universal Store Holdings Ltd (ASX: UNI)

Another ASX dividend shares that is highly recommended by Bell Potter is Universal Store.

It is a youth fashion focused retailer responsible for the Universal Store, Thrills, and Perfect Stranger brands.

Bell Potter thinks that its shares deserve to trade on higher multiples given its positive growth outlook, which is being underpinned by its store rollout and private label strategy. It said:

At ~18x FY26e P/E (BPe), we see UNI trading at a discount to the ASX300 peer group and see the multiple justified by the distinctive growth traits supporting consistent outperformance in a challenging broader category, longer term opportunity with three brands, organic gross margin expansion via private label product penetration (currently ~55%) and management execution. We continue to see the youth customer prioritising on-trend streetwear and expect UNI to benefit with their leading position.

Bell Potter expects this to support fully franked dividends of 37.3 cents in FY 2026 and then 41.4 cents in FY 2027. Based on its current share price of $8.00, this represents dividend yields of 4.7% and 5.2%, respectively.

The broker also sees plenty of upside for this one. It currently has a buy rating and $10.50 price target on its shares.

The post Broker names 2 ASX dividend shares to buy before it’s too late appeared first on The Motley Fool Australia.

More reading

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

Income investors on the ASX typically have two choices when it comes to stock picking. One, they can go for the dividend payers that offer large yields upfront, but offer little in the way of dramatic growth going forward. That might include shares like Westpac Banking Corp (ASX: WBC) or Telstra Group Ltd (ASX: TLS). Otherwise, investors can consider the dividend growth stocks that might not have a lot to show in current yield, but are growing payouts at a blistering pace.

Companies like WiseTech Global Ltd (ASX: WTC) and TechnologyOne Ltd (ASX: TNE) arguably fall into this bucket.

However, there is a middle road that companies can walk between these two other paths. It is a narrow one, but it can potentially provide the best of both worlds of dividend investing.

I think MFF Capital Investments Ltd (ASX: MFF) belongs in this sweet spot.

MFF is a listed investment company (LIC). Like most LICs, it owns and manages a portfolio of other, underlying investments on behalf of its shareholders. In MFF’s case, these investments consist mostly of high-quality US stocks.

MFF follows a Warren Buffett-esque strategy of buying high-quality companies that have shown that they possess a moat and can compound their revenues and earnings over long periods of time. These companies are purchased at compelling prices and left alone in MFF’s portfolio to work their magic. Some of this company’s long-term investments include Amazon, Alphabet, Mastercard, Home Depot, and Visa.

The best dividend growth stock on the ASX?

Over the past decade, MFF has used the proceeds (and dividends) from its investments to fund a growing dividend of its own. This dividend growth has been so dramatic that it might even qualify MFF Capital Investments as one of the ASX’s best dividend growth stocks.

Let’s get into why.

Starting with a pair of bookends, MFF grew its annual dividend from 2 cents per share in 2017 to the 17 cents per share investors enjoyed in 2025. That’s a compounded average growth rate (CAGR) of 30.67% per annum. Dividend growth has been particularly strong in recent years, too. MFF raised its annual dividend from 7.5 cents per share in 2022 to 9.5 cents in 2023 (up 26.7%), and then again to 13 cents per share in 2024 (up 36.8%).

Last year, MFF also informed investors that it plans on paying out an interim dividend worth 10 cents per share in 2026. If that turns out to be the case, it would represent a 25% hike over 2025’s interim dividend of 8 cents per share.

MFF’s dividends have historically come with full franking credits attached too.

This blistering dividend growth has been a windfall for long-term investors. To illustrate, someone who purchased shares at around $2 each ten years ago would be looking at a yield-on-cost of 8.5% today.

Despite this impressive dividend growth, MFF shares don’t come with the downside of a small yield today. At yesterday’s closing price of $4.96, MFF shares were trading on a trailing dividend yield of 3.43%.

The post 31%: This could be the best dividend growth stock on the ASX appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, Mastercard, Mff Capital Investments, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Home Depot, Mastercard, Technology One, Visa, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Telstra Group and WiseTech Global. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, Mff Capital Investments, Technology One, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Capricorn Metals Ltd (ASX: CMM) share price is on investors’ watchlists today after delivering strong Q2 FY26 gold production from its Karlawinda Gold Project, with 30,476 ounces produced and cash and gold on hand rising to $444.2 million at quarter’s end.

What did Capricorn Metals report?

• Gold production: 30,476 ounces in Q2 FY26 (YTD: 62,794 ounces)
• On track for upper end of FY26 production guidance of 115,000–125,000 ounces
• All-in sustaining cost (AISC) guidance: $1,530–$1,630 per ounce
• Cash and gold on hand: $444.2 million at 31 December 2025 (up from $394.4m in September)
• Quarterly cash build: $88.8 million before $39.0 million in capex
• Capital spend: $36.1 million at KEP; $2.9 million at Mt Gibson Gold Project

What else do investors need to know?

The Karlawinda Expansion Project remains on schedule, with key construction milestones met, including major concrete works and over 70% of the plant site concrete poured. Structural, mechanical and piping contractors are now on-site, and several major equipment deliveries have been made, with the ball mill still to arrive early in the next quarter.

At the Mt Gibson Gold Project, Capricorn has advanced process plant design to 98% completion and begun early works with preferred mining contractor MACA. The company also submitted the final Public Environment Report for regulatory review and is progressing through state and federal approval processes.

What’s next for Capricorn Metals?

Capricorn Metals is aiming to hit the upper end of its FY26 production guidance as Karlawinda delivers steady operational results and expansion works progress. Management expects commissioning of new processing facilities to begin in Q1 FY27, supported by steady cash generation and continued project advancement at both Karlawinda and Mt Gibson.

Detailed operational and cost results, as well as further updates on project milestones, are due in the company’s full quarterly report later in January.

Capricorn Metals share price snapshot

Over the past 12 months, Capricorn Metals shares have risen 124%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Capricorn Metals hits key Q2 production targets and advances expansion projects appeared first on The Motley Fool Australia.

More reading

• Regis Resources reports record cash and bullion build in latest earnings update
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• Monadelphous awarded $175 million BHP contract: Key details for investors

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.

The Regis Resources Ltd (ASX: RRL) share price is in focus after the gold miner posted a record quarterly cash and bullion build of $255 million and total group gold production of 96.6 thousand ounces for the December 2025 quarter.

What did Regis Resources report?

• Gold production for Q2 FY26: 96.6 thousand ounces
• Total gold production for H1 FY26: 186.9 thousand ounces
• Record cash and bullion build for the quarter: $255 million
• Cash and bullion balance at 31 December 2025: $930 million
• Dividends paid during the quarter: $38 million

What else do investors need to know?

Regis Resources achieved production broadly in line with its FY25 guidance, with Duketon producing 57.6 thousand ounces and Tropicana 39.0 thousand ounces this quarter. The company’s cash and bullion position has reached its highest point ever, underlining a strong financial position.

Further operational details, including all-in sustaining costs, will be shared in the full quarterly update scheduled for 22 January 2026. Investors can register for the webcast and conference call at 11:00am AEDT on that day.

What’s next for Regis Resources?

Investors will be watching the upcoming full quarterly results announcement for more detail on costs and potential updates to guidance. Regis continues its focus on strong operational performance and disciplined capital allocation, positioning itself to benefit from favourable gold prices.

With a record cash and bullion balance, the company appears well placed to support future dividends and potential growth initiatives in 2026.

Regis Resources share price snapshot

Over the past 12 months, Regis Resource shares have risen 190%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Regis Resources reports record cash and bullion build in latest earnings update appeared first on The Motley Fool Australia.

More reading

• Capricorn Metals hits key Q2 production targets and advances expansion projects
• West African Resources delivers record 2025 gold production – earnings update
• 5 things to watch on the ASX 200 on Wednesday
• Scores of ASX mining shares hit 52-week highs
• IAG integrates RACQ Insurance into reinsurance

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.

The West African Resources Ltd (ASX: WAF) share price is in focus today after the gold miner achieved its 2025 production guidance, producing a record 300,383 ounces of gold across its Sanbrado and Kiaka operations.

What did West African Resources report?

• Q4 gold production: 112,019 ounces
• Q4 gold sales: 105,995 ounces at an average realised price of US$4,058 per ounce
• Full year 2025 gold production: 300,383 ounces (within guidance of 290,000–360,000 ounces)
• Full year gold sales: 280,065 ounces at an average price of US$3,525 per ounce
• Sanbrado 2025 gold production: 205,228 ounces
• Kiaka 2025 gold production: 95,155 ounces

What else do investors need to know?

The Sanbrado underground mine experienced a 16% decrease in ounces mined during Q4 compared to Q3, due to a 14% lower underground grade. This, combined with a planned mill shutdown, resulted in a 17% quarter-on-quarter fall in Sanbrado’s gold production.

Kiaka’s open pit mine ramped up strongly, with a 76% jump in mined ounces for the quarter. The new processing plant also made solid gains, driving a 208% increase in gold production from the previous quarter as plant throughput and ore grades improved.

There was a difference between ounces produced and sold, attributed to a build-up of gold in circuit at Kiaka and timing of shipments.

What did West African Resources management say?

Executive Chairman and CEO Richard Hyde said:

I would like to commend both our Sanbrado and Kiaka operational teams for achieving WAF’s gold production guidance for a fifth consecutive year. Combined group gold production of 300,383 ounces from our Sanbrado and Kiaka gold mining centres for the full year 2025 was well within WAF’s annual guidance of 290,000 to 360,000 ounces, and was a record year of production for WAF. We look forward to providing our full quarterly activities report in the coming weeks.

What’s next for West African Resources?

West African Resources is set to release a full quarterly activities report soon, which will provide further details on operational performance and project progress. Investors will also be watching for further ramp-up progress at Kiaka and any updates on future production targets.

The company’s strategy of unhedged gold production gives it full exposure to any moves in the gold price, which may influence future revenues and shareholder returns.

West African Resources share price snapshot

Over the past 12 months, West African Resources shares have risen 115%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post West African Resources delivers record 2025 gold production – earnings update appeared first on The Motley Fool Australia.

More reading

• Capricorn Metals hits key Q2 production targets and advances expansion projects
• Regis Resources reports record cash and bullion build in latest earnings update
• 5 things to watch on the ASX 200 on Wednesday
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After a tough 2025, many investors are still licking their wounds. Several former market darlings suffered sharp selloffs as AI bubble concerns and company-specific issues weighed heavily on sentiment.

But history shows that some of the strongest rebounds often come from high-quality businesses that fall too far, too fast.

The good news is that analysts are now pointing to substantial upside for several beaten-down names.

For example, here are three ASX stocks that could potentially double in 2026 if everything goes to plan.

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix Pharmaceuticals shares were sold off in 2025 and are down 55% over the past 12 months. Investors were hitting the sell button after reassessing development timelines and regulatory risks in response to the US Food & Drugs Administration not approving the new drug application for Pixclara. This followed the rejection of Zircaix in the previous year.

While this is disappointing, it is worth remembering that its prostate cancer imaging product is already generating revenue, and its pipeline spans multiple high-value oncology indications. In addition, Bell Potter is confident that the long-awaited regulatory approval for Zircaix is coming in 2026, which could be a game-changer for this ASX stock.

It is for this reason that Bell Potter has a buy rating and $23.00 price target on Telix shares. This implies potential upside of around 110% from current levels.

WiseTech Global Ltd (ASX: WTC)

WiseTech Global was one of the hardest-hit ASX stocks in 2025. Concerns around the behaviour of its founder, acquisitions, and a new business model change combined to trigger a dramatic sell-off.

However, the underlying business remains highly attractive. CargoWise is deeply embedded in global freight forwarding operations, creating sticky recurring revenue and high switching costs. As global trade normalises and digital transformation continues across logistics, WiseTech remains well placed to benefit.

Morgan Stanley appears to believe the market has gone too far. It currently has an overweight rating and $130.00 price target on WiseTech shares. This suggests that upside of approximately 100% is possible between now and this time next year.

Xero Ltd (ASX: XRO)

Finally, Xero shares sank in 2025 as investors questioned management’s decision to make a huge acquisition and became concerned over the threat of AI on software stocks. That derating has been painful, but it has also reset expectations.

Despite the share price weakness, Xero’s long-term story remains compelling. The company continues to grow its subscriber base globally, monetise its ecosystem more effectively, and expand average revenue per user.

Small and medium-sized businesses remain under-penetrated globally when it comes to cloud accounting, giving Xero a long runway for growth.

Macquarie clearly sees a disconnect between price and potential. The broker has an outperform rating and $230.30 price target on Xero shares. This implies potential upside of around 115% over the next 12 months.

The post 3 phenomenal ASX stocks that could double in 2026 appeared first on The Motley Fool Australia.

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