Tag: Stock pick

  • Westgold unveils spin-out of non-core Reedy and Comet gold assets

    Two cheerful miners shake hands while wearing hi-vis and hard hats celebrating the commencement of a HAstings Technology Metals mine and the impact on its share price

    The Westgold Resources Ltd (ASX: WGX) share price is in focus after the company announced plans to spin out its non-core Reedy and Comet gold projects into a new standalone vehicle, Valiant Gold Limited, with an associated IPO in Q3 FY26. Key highlights include a proposed $65–$75 million Valiant IPO and Westgold’s retention of a significant equity stake in the new entity.

    What did Westgold Resources report?

    • Westgold to demerge its non-core Reedy and Comet gold projects into Valiant Gold, a new ASX-listed company
    • Valiant Gold to acquire projects hosting a combined Mineral Resource of 15.6 Mt @ 2.4 g/t Au for 1.2 Moz
    • IPO expected to raise $65–$75 million with a $20 million Priority Offer for eligible Westgold shareholders
    • Ore Purchase Agreement to be entered into between Valiant and Westgold, fast-tracking cash flow from mining
    • Westgold to retain 44%–48% stake in Valiant post-IPO, preserving exposure to exploration and production upside

    What else do investors need to know?

    The move will allow Westgold to sharpen its strategy by focusing capital and resources on expanding core, higher-grade operations in the Murchison and Southern Goldfields regions. The demerger is structured so Valiant will have immediate access to Westgold’s processing plants under a commercial Ore Purchase Agreement, providing a clear pathway for early production.

    Valiant’s establishment brings an experienced board and management team, including Westgold’s own Chief Growth Officer Simon Rigby as a non-executive director. The new company’s IPO is intended to foster accelerated drilling, mine restarts, and exploration across the demerged assets.

    What did Westgold Resources management say?

    Managing Director & CEO Wayne Bramwell said:

    Westgold is focused on expansion of our larger, core operating assets. By establishing Valiant, we create an independent, well-funded gold company that can bring forward value from smaller assets such as the Comet and South Emu-Triton underground mines and unlock the exploration potential across the Reedy and Comet packages. Valiant will have a fast-track to cashflow with an Ore Purchase Agreement (OPA) to be entered into with Westgold. This collaborative, capital efficient model is proven, as demonstrated by Westgold’s investment and OPA with New Murchison Gold (ASX: NMG). This model saw NMG transition from explorer to producer, with gold production from NMG’s Crown Prince deposit now delivering high grade oxide ore to Westgold’s Meekatharra processing hub. Valiant can replicate this success. With several small underground mines in care and maintenance, a range of open pit opportunities, and exploration upside, the Valiant team has multiple near-term restart and growth options to deliver near term cashflow.

    What’s next for Westgold Resources?

    The demerger and IPO are scheduled for completion by late March 2026, subject to regulatory conditions and ASX approval. Eligible Westgold shareholders will have access to a $20 million Priority Offer in the IPO. Westgold will continue to support Valiant by providing an unsecured, interest-free loan to kickstart project activities ahead of listing.

    Looking ahead, Westgold intends to sharpen its focus on growth in Western Australia’s prolific gold regions, while benefiting from any upside Valiant delivers through its equity stake and Ore Purchase Agreement.

    Westgold Resources share price snapshot

    Over the past 12 months, Westgold Resources shares have risen 103%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 5% over the same period.

    View Original Announcement

    The post Westgold unveils spin-out of non-core Reedy and Comet gold assets appeared first on The Motley Fool Australia.

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

    Before you buy Westgold Resources Limited shares, consider this:

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

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

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

    * Returns as of 18 November 2025

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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.

  • Key Canadian approval sends 10-bagger biotech’s shares higher

    Doctor checking patient's spine x-ray image.

    4DMedical Ltd (ASX: 4DX) has secured Canadian approval for its world-first imaging technology, sending its shares more than 7% higher on Monday.

    The company said in a statement to the ASX on Monday morning that it had received approval for CT:VQ, “the world’s first and only, non-contrast, CT-based ventilation-perfusion imaging solution”.

    The company went on to say:

    This approval marks a significant expansion of 4DMedical’s presence in North America, enabling immediate commercial development of CT:VQ across Canada through the company’s strategic partnership with Philips.

    Major market to open up 

    4DMedical said Health Canada has granted regulatory approval for CT:VQ as a class 2 medical device.

    The company added:

    Canada represents a substantial market opportunity for CT:VQ. With a population exceeding 40 million and GDP of over US2.1 trillion (ranked 10th globally), Canada’s healthcare system includes approximately 560 CT scanners, predominantly hospital-based (94%). The Canadian market performs over 6.4 million CT examinations annually, with 12.7% related to respiratory imaging, representing over 800,000 potential CT:VQ procedures per annum.

    4DMedical said about 70% of Canada’s population lived near the US border, which was beneficial as it placed them with easy reach of its own and Philips‘ US-based commercial teams, “enabling efficient market penetration and support”.

    The Canadian approval directly complements 4DMedical’s strategic partnership with Philips, announced on 3 December 2025, which includes distribution rights for CT:VQ across both the United States and Canada. Under that agreement, Philips has committed to deploy dedicated sales and clinical specialists carrying North American CT:VQ sales targets. With regulatory approval now secured in both markets, Philips can immediately activate its North American distribution infrastructure for CT:VQ, leveraging its established commercial networks and customer relationships to drive rapid adoption across hospitals and imaging centres.

    Filling an unmet need

    The CT:VQ technology measures lung tissue motion and density changes, “to generate comprehensive ventilation and perfusion maps without requiring radiotracers or contrast agents”.

    The company explained further:

    CT:VQ addresses several critical limitations of traditional nuclear VQ imaging. By eliminating radiotracers, the technology streamlines scheduling, improves patient access, and removes complex handling requirements and regulatory constraints. CT:VQ integrates seamlessly with existing CT protocols, requiring no additional infrastructure or specialised equipment, while delivering superior image resolution and precise quantification from a routine CT scan.

    4DX was valued at $1.14 billion at the close of trade on Friday. The company’s shares traded as high as $2.38 early on Monday before settling back to be 4.5% higher at $2.32.

    4DX shares have increased about 10-fold from their lows of 22.5 cents in the past year.

    The post Key Canadian approval sends 10-bagger biotech’s shares higher appeared first on The Motley Fool Australia.

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

    Before you buy 4DMedical Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and 4DMedical Limited wasn’t one of them.

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

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

    * Returns as of 18 November 2025

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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.

  • IperionX secures US Navy deal with Carver Pump order

    A senior couple discusses a share trade they are making on a laptop computer

    The IperionX Ltd (ASX: IPX) share price is in focus today after the company announced a new project with Carver Pump to accelerate the production of critical titanium components for U.S. Navy ships. The initial purchase order includes prototype pump impellers valued at about US$100,000, with manufacturing scheduled to finish in May 2026.

    What did IperionX report?

    • Secured an initial purchase order from Carver Pump for four prototype titanium impellers
    • Order value is approximately US$100,000
    • Production of components to be completed by May 2026
    • Titanium metal powder supplied from IperionX’s Virginia facility
    • Components aim to replace traditional cast parts, reducing lead times from over 12 months to less than a week

    What else do investors need to know?

    The announcement marks a transition from project planning to prototyping under IperionX’s collaboration with Carver Pump. IperionX’s in-house manufacturing and titanium powder production recently reached steady-state at its Virginia facility, allowing the fast development of new components.

    Titanium is a vital material for naval ships due to its strength, corrosion resistance, and durability in harsh marine environments. Current supply chain delays for cast titanium parts often cause bottlenecks in U.S. Navy shipbuilding, but IperionX’s process aims to significantly speed up production.

    What did IperionX management say?

    IperionX CEO Anastasios (Taso) Arima said:

    Partnering with Carver Pump underscores how IperionX’s advanced titanium technologies can help resolve the most pressing supply chain challenges facing the U.S. defense industrial base, including for titanium casting and forging replacements. Transitioning from lead times measured in years to timelines measured in days allows us to better support on-time naval shipbuilding and sustainment, directly enhancing fleet readiness. We look forward to validating this capability in the prototyping phase and to advance towards scalable, enduring production programs with Carver Pump and the U.S. Navy.

    What’s next for IperionX?

    If the prototype manufacturing and testing phase is successful, the project could lead to larger scale supply agreements with Carver Pump and the U.S. Navy. IperionX aims to leverage its patented low-cost titanium powder and manufacturing process to secure more long-term opportunities in the defence sector.

    The company remains focused on advancing its Titan mineral project and ramping up capabilities at its U.S. facilities to support growing demand from critical national industries.

    IperionX share price snapshot

    Over the past 12 months, IperionX shares have risen 20%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 5% over the same period.

    View Original Announcement

     

     

    The post IperionX secures US Navy deal with Carver Pump order appeared first on The Motley Fool Australia.

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

    Before you buy IperionX 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 IperionX 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 18 November 2025

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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 Fortescue shares today?

    Businessman looks with one eye through magnifying glass

    Fortescue Ltd (ASX: FMG) shares are outperforming on Monday.

    At the time of writing, the mining giant’s shares are up slightly to $23.01.

    This compares to a 0.5% decline by the ASX 200 index.

    What’s going on with Fortescue shares today?

    Investors have been buying the miner’s shares after it made a big announcement relating to its copper ambitions.

    According to the release, Fortescue has entered into a binding agreement to acquire Alta Copper Corp (TSX: ATCU).

    The company revealed that it has agreed to acquire the remaining 64% of Alta Copper’s issued and outstanding common shares that it does not already own through a Canadian Plan of Arrangement.

    Alta Copper shareholders will receive cash consideration of C$1.40 per share, which represents a significant premium of 50% to the 30-day volume weighted average price (VWAP). It implies a total equity value for Alta Copper of C$139 million (A$152 million).

    Fortescue notes that the directors of Alta Copper who are entitled to vote have unanimously recommended to shareholders that they vote in favour of the transaction.

    In addition, the directors and officers of Alta Copper and other shareholders who hold in aggregate 12.5% of the shares on issue have entered into voting support agreements committing to vote in favour of the transaction.

    The transaction is also subject to the approval by the British Columbia Supreme Court and the satisfaction of other closing conditions which are customary for a transaction of this nature. If everything goes to plan, the transaction is targeted to close in the March quarter of 2026.

    What is Alta Copper?

    Alta Copper owns 100% of the Cañariaco Copper Project in Northern Peru, which is within an emerging porphyry corridor that hosts several large exploration and development opportunities.

    The Cañariaco Project comprises 91 square kilometres of highly prospective tenure and includes the Cañariaco Norte deposit, the Cañariaco Sur deposit, and the Quebrada Verde prospect.

    Fortescue highlights that he Cañariaco Project has a reported mineral resource of 1.1 billion tonnes at 0.42% copper equivalent grade and 0.9 billion tonnes at 0.29% copper equivalent grade.

    Commenting on the proposed deal, management said:

    The Transaction is consistent with Fortescue’s critical minerals strategy which has a focus on expanding the Company’s copper portfolio and related exploration footprint. Fortescue is well placed to advance the Cañariaco Project relying on its presence in Latin America since 2018 and its well established technical, permitting and community engagement expertise. Following completion of the Transaction, Fortescue will apply its proven approach of working collaboratively with local and indigenous communities to ensure the responsible, long-term development of the Cañariaco Project.

    The post Why is everyone talking about Fortescue shares today? appeared first on The Motley Fool Australia.

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

    Before you buy Fortescue Metals Group shares, consider this:

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

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

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

    * Returns as of 18 November 2025

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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.

  • Counter drone company surges past $1 billion valuation with new contract win

    A silhouette of a soldier flying a drone at sunset.

    Shares in Electro Optic Systems Ltd (ASX: EOS) jumped more than 18% on Monday after the company said it had signed a contract to supply a high energy laser weapon to a South Korean customer.

    The company said in a statement to the ASX that it had signed a binding conditional contract worth about $120 million to manufacture and supply a 100kW “high energy laser weapon” to a company in the Republic of Korea.

    It would also establish a joint venture between itself and the customer to supply the weapons within South Korea, and would license the intellectual property around the weapon to the new joint venture company.

    The product will be manufactured at the company’s new laser weapon manufacturing facility in Singapore, the company said.

    Milestone payments to come

    While the total amount payable was US$80 million, the company would also receive an initial deposit under the agreement.

    The company went on to say:

    The conditions of the contract include the payment by the customer of the initial deposit (US$18 million), the customer procuring the issuance of a letter of credit for the remaining amount of the contract, and the customer inspecting and being satisfied with EOS’ Singapore facility. The customer expects these to be completed prior to 31 January 2026.

    The contract was also subject to customary terms, including milestone payments and full refund entitlements in the event of non-performance, EOS said.

    EOS said it expected that the contract would be fulfilled by the end of 2027.

    Contract follows year of testing

    The company said the laser weapon was part of its technology suite, which included “using kinetic weapons, interceptors, rockets and high energy laser weapons to defeat drones”.

    The EOS laser weapon development program included three years of field testing and numerous firing trials of the laser in close collaboration with customers. To ensure high performance, it is supplied with algorithms, radar, threat detection, target acquisition and beam locking systems. This conditional contract represents EOS’ second export order for a 100kW class laser defence system and follows a first export order to a Western European customer, announced on 5 August 2025.

    The company said it would also be holding a webinar on Tuesday, 16 December, during which Managing Director Dr Anreas Schwer would discuss the new contract.

    Electro Optic Systems was valued at $966.7 million at the close of trade on Friday.

    The company shares traded as high as $5.96, up 18.9% on Monday morning before settling back to be 15.5% higher at $5.79.

    Bell Potter has a buy rating and $8.10 price target on its shares. 

    The post Counter drone company surges past $1 billion valuation with new contract win appeared first on The Motley Fool Australia.

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

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

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

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

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

    * Returns as of 18 November 2025

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

  • This ASX gold stock is falling despite some big news

    A young man stands facing the camera and scratching his head with the other hand held upwards wondering if he should buy Whitehaven Coal shares

    Resolute Mining Ltd (ASX: RSG) shares are rising on Monday morning.

    In morning trade, the ASX gold stock is down 2% to $1.08.

    Why is this ASX gold stock falling?

    Investors have been selling the gold miner’s shares following the release of a major update on the Doropo Gold Project in Côte d’Ivoire.

    According to the release, an updated definitive feasibility study (DFS) confirms a significantly larger, longer-life, and more valuable project than previously outlined.

    The updated DFS expands the Doropo project’s scale materially, increasing ore reserves by approximately 55% and the expected mine life from 10 years to 13 years. Average annual gold production is now forecast at around 170,000 ounces per year, with total life-of-mine production of approximately 2.2 million ounces

    The updated study also points to stronger financial outcomes. At a conservative gold price assumption of US$3,000 per ounce, the project is expected to generate a post-tax net present value (NPV) of US$1.46 billion and an internal rate of return (IRR) of 49%.

    Importantly, the first five years are expected to be particularly strong, with average annual production of roughly 204,000 ounces and a projected payback period of less than two years

    At current gold prices, which are well above the DFS base case, the economics improve further. The ASX gold stock notes that at a gold price of around US$4,200 per ounce, the project’s post-tax NPV could rise to approximately US$2.8 billion, with the IRR lifting to around 77% and a payback period of close to one year.

    One negative, though, which could be weighing on its share price today is that upfront capital costs have increased to US$516 million. This is due to the larger project scope and updated cost assumptions.

    What else?

    Resolute also reaffirmed its broader growth ambitions, highlighting that Doropo strengthens its pathway toward becoming a diversified African gold producer targeting annual output of more than 500,000 ounces from 2028.

    With permitting expected in early 2026 and construction targeted to begin in the first half of next year, the updated DFS as a meaningful step forward for Resolute and its long-term growth strategy.

    The ASX gold stock’s managing director and CEO, Chris Eger, commented:

    This update confirms the outstanding economics of the Doropo Gold Project which is poised to become another high-quality gold mine in West Africa. Doropo is a high-margin, long-life gold mine that will significantly strengthen Resolute’s operating portfolio, increasing group production to over 500koz per annum from 2028 and adding another jurisdiction to our production profile.

    Doropo will produce approximately 170koz per annum for over 13 years at a competitive average AISC of US$1,406/oz, delivering a post-tax NPV5% of US$1.46bn and IRR of 49%. The average annual gold production of over 200koz in the first five years means the updated construction capital cost of US$516M will be paid back in under two years at a US$3,000/oz gold price.

    The post This ASX gold stock is falling despite some big news appeared first on The Motley Fool Australia.

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

    Before you buy Resolute Mining Limited shares, consider this:

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

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

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

    * Returns as of 18 November 2025

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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.

  • Expert says this strategic ASX mining stock could rocket 219% or more

    Coal miner holding a giant coal rock in his hand making a circle with his hand, symbolising a rising share price.

    Tungsten is not a household name amongst strategic metals on the ASX.

    But its importance on the global stage seems to be rapidly coming into focus.

    The metal is already classified as a critical mineral by the US, UK, and Australia, reflecting its key role in defence, aerospace, electronics, and advanced manufacturing.

    This designation is also driven by growing geopolitical supply risk.

    In 2024, China accounted for more than 80% of the world’s tungsten output.

    And earlier this year, Beijing announced export controls on the metal, heightening concerns for defence and technology industries across Western nations.

    These concerns now appear to be materialising, with the European tungsten market experiencing significant supply disruptions in recent weeks.

    As a result, ammonium paratungstate (APT) prices have soared to record levels, shining a light on tungsten’s significance.

    And against this backdrop, one ASX mining stock could be well-positioned to benefit.

    Strategic ASX mining stock

    Tungsten Mining NL (ASX: TGN) is a mineral exploration business advancing its flagship Mt Mulgine tungsten project in Western Australia.

    The company believes Mt Mulgine represents one of the world’s largest tungsten deposits outside of China.

    Last month, results from a scoping study hinted at a long-term and low-cost mining operation, prompting management to label the project “globally significant”.

    And the market responded accordingly.

    Over the past month, shares in the ASX mining stock have jumped by 91% to $0.21 apiece at Friday’s close.

    For context, the All Ordinaries Index (ASX: XAO) gained less than 1% over the same period.

    Tungsten Mining’s strategic position within the global tungsten market also caught the eye of Sydney-based financial services firm MST Financial.

    MST Financial viewpoint

    MST Financial initiated coverage of the company last week, highlighting significant upside potential for its share price.

    The broker emphasised that Tungsten Mining offers rare exposure to exploration and development in a tungsten market facing supply shortages.

    It believes other investment opportunities offering comparable exposure are limited.

    The broker also highlighted Mt Mulgine’s potential to support a large-scale and long-life operation.

    It added that the project hosts sizeable quantities of molybdenum as a co-product, which the ASX mining stock plans to mine. This further enhances its critical minerals profile.

    The global molybdenum market is similarly concentrated, with China responsible for more than 40% of primary production and downstream refining.

    Separately, MST Financial noted that China has become a net importer of tungsten concentrates, adding further pressure to global supply.

    More broadly, the broker believes that Chinese export restrictions could underpin potential critical minerals funding to support new tungsten sources.

    Tungsten Mining share price in focus

    MST Financial has valued Tungsten Mining at $0.67 per share under its conservative commodity price scenario.

    This implies 219% upside potential from Friday’s closing price of $0.21 per share.

    However, the broker added that more optimistic outcomes are possible for the ASX mining stock.

    In particular, it believes higher tungsten prices or larger production volumes could be a boon for the company’s shares.

    For instance, at current spot prices for tungsten and molybdenum, MST Financial’s valuation for Tungsten Mining almost doubles to $1.28 per share.

    The post Expert says this strategic ASX mining stock could rocket 219% or more appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Tungsten Mining NL right now?

    Before you buy Tungsten Mining NL 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 Tungsten Mining NL 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 18 November 2025

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    Motley Fool contributor Bart Bogacz 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.

  • 3 reasons to buy Megaport shares today

    Man looking at digital holograms of graphs, charts, and data.

    Megaport Ltd (ASX: MP1) shares have quietly become one of the most talked-about tech names on the ASX. And all for the right reasons, as it’s busy building the digital highway of the cloud era.

    The share price of the ASX tech stock – $13.17 apiece at the time of writing – has taken a notable hit in recent weeks. In the last month, Megaport shares have lost 13% of their value.

    Shifting market mood

    The recent tumble is erasing a significant portion of Megaport’s strong 2025 rally, although the ASX tech stock is still up 79% this year.

    It’s a stark contrast with the performance of ASX 200 tech shares in general. By comparison, the S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 19.6% in the past 12 months.

    Despite the occasional market tumble, the market mood around this Aussie network-as-a-service provider is shifting. Megaport shares have crossed the line from being a speculative investment to a strategic one.

    Here are three compelling reasons why investors are warming to the $2.5 billion tech company.

    Expansion into computing

    Megaport’s recent acquisition of Latitude.sh, a globally scalable Compute-as-a-Service platform, is more than a headline. It’s a strategic move. By adding high-performance compute to its network services, Megaport isn’t just moving data anymore.

    The company is powering workloads that matter for AI, machine learning, and enterprise applications. The takeover beefs up the company’s product suite and broadens its market, making future revenue streams stickier and more diversified.

    Sticky revenue looks healthy

    Megaport’s core engine is recurring revenue — the bread-and-butter investors love. Cash flow visibility is improving as businesses increasingly use cloud services and hybrid architectures that depend on software-defined networking.

    Megaport’s platform allows customers to connect to around 860 data centres worldwide. This approach offers greater cost efficiency, speed, and flexibility compared to conventional networking methods.

    The ASX 200 tech stock has been experiencing swift growth. This has helped Megaport underpin a strong annual recurring revenue (ARR) growth. For example, in FY25, it reported a 20% increase in ARR to $243.8 million. This indicates a clearer path to profitability and margin expansion, plus a lock-in effect that keeps clients paying year after year.

    Analysts forecast that earnings and top-line growth should accelerate through FY26 and beyond. Some models project double-digit revenue and EPS growth.  

    Upside ahead

    Forget the haters, the consensus analyst view on Megaport is moderately bullish. The average 12-month price target is sitting around $17.50, suggesting 33% upside from recent levels.

    A handful of analysts go even further, with the Macquarie team recently slapping an outperform rating with an A$21.70 target on Megaport shares. This implies massive potential gains of 60% plus, if execution matches ambition.

    The range of targets demonstrates broad belief in Megaport’s long-term growth path, reinforced by recurring revenue models and expanding global footprint.

    The post 3 reasons to buy Megaport shares today appeared first on The Motley Fool Australia.

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

    Before you buy Megaport 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 Megaport 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 18 November 2025

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    Motley Fool contributor Marc Van Dinther 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 and Megaport. The Motley Fool Australia has positions in and 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.

  • Neuren Pharmaceuticals wins DAYBUE STIX FDA approval

    Emotional euphoric young woman giving high five to male partner, celebrating family achievement, getting bank loan approval, or financial or investing success.

    The Neuren Pharmaceuticals Ltd (ASX: NEU) share price is making headlines today after announcing US FDA approval for DAYBUE STIX, a new powder formulation of trofinetide for Rett syndrome. This milestone gives patients and caregivers more flexibility, and Neuren earns royalties from partner Acadia’s net sales.

    What did Neuren Pharmaceuticals report?

    • US FDA approved DAYBUE STIX (trofinetide) powder formulation for oral solution
    • DAYBUE and DAYBUE STIX are the only FDA-approved Rett syndrome treatments
    • Neuren receives royalties on all net sales of trofinetide
    • Acadia holds exclusive worldwide commercialisation licence for trofinetide
    • DAYBUE STIX expected to launch in the US from Q1 2026

    What else do investors need to know?

    The new DAYBUE STIX gives Rett syndrome patients a dye- and preservative-free powder, which can be mixed with drinks to improve taste and dosing flexibility. A bioequivalence study confirmed DAYBUE STIX matches the original oral solution in safety and efficacy, so doctors and patients can expect the same outcomes.

    Neuren also holds potential for additional income through future commercial and development milestone payments, as outlined in its November 2025 investor presentation. Meanwhile, its second drug candidate, NNZ-2591, has shown positive results in Phase 2 trials for other neurological disorders.

    What did Neuren Pharmaceuticals management say?

    Neuren CEO Jon Pilcher said:

    The Neuren team is excited about the approval of this new treatment option for Rett syndrome families and the continued investment and innovation for trofinetide by our global partner, Acadia. Caregivers can mix DAYBUE STIX with a variety of water-based liquids providing flexibility to modify the taste and volume of their loved-one’s dose. We look forward to seeing the impact as DAYBUE STIX becomes more broadly available during 2026.

    What’s next for Neuren Pharmaceuticals?

    Acadia plans to launch DAYBUE STIX in the US on a limited basis in the first quarter of 2026, expanding access from early in the second quarter. The powder formulation stands to boost convenience and potentially broaden uptake among Rett syndrome patients.

    Looking ahead, Neuren continues to progress NNZ-2591 for several childhood neurodevelopmental disorders, all of which benefit from US and EU orphan drug designation. Milestone payments and royalties from DAYBUE offer Neuren ongoing revenue opportunities.

    Neuren Pharmaceuticals share price snapshot

    Over the past 12 months, Neuren Pharmaceuticals shares have climbed 43%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

    View Original Announcement

    The post Neuren Pharmaceuticals wins DAYBUE STIX FDA approval appeared first on The Motley Fool Australia.

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

    Before you buy Neuren Pharmaceuticals Limited shares, consider this:

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

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

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

    * Returns as of 18 November 2025

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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.

  • Here’s how another $5,000 invested in this high-yield ASX 200 star could boost my dividend income over time!

    A mature aged man with grey hair and glasses holds a fan of Australian hundred dollar bills up against his mouth and looks skywards with his eyes as though he is thinking what he might do with the cash.

    The Accent Group Ltd (ASX: AX1) share price has slipped in recent months and now trades around 91.5 cents. For income-focused investors, this drop has made the stock far more attractive, especially given the company’s ability to maintain a strong dividend profile even in a challenging retail environment.

    Accent owns some of the best-known footwear chains in Australia and New Zealand, including Platypus, Hype DC, The Athlete’s Foot, and Glue Store. Although it may not receive the same attention as the larger retailers on the ASX, its dividend track record is one of the more appealing in the mid-cap space.

    Why I think Accent is worth a closer look

    Accent has proven that it can keep growing even when consumer spending is patchy. In its latest trading update, the company highlighted stronger digital sales, resilient gross margins, and encouraging early signs heading into the key holiday period. These are the kinds of signals I like to see from a retailer when conditions are challenging.

    The AGM presentation also made it clear that Accent’s growth strategy remains intact. More stores, more owned brands, and more investment in online infrastructure all help support earnings stability. For income investors, that means continued confidence that dividends can keep flowing.

    Accent paid 10 cents per share in fully franked dividends over the last 12 months. At the current share price of 91.5 cents, the trailing dividend yield sits at roughly 10.9%. That is incredibly high for an ASX 200 stock still growing its store network and customer base.

    How a $5,000 investment stacks up

    At a share price of 91.5 cents, a $5,000 investment in Accent Group would buy around 5,464 shares.

    With last year’s fully franked dividend of 10 cents per share, that holding would generate about $546 a year in dividends. Once franking credits are included, the income benefit is even higher.

    Of course, dividends can fluctuate, but Accent has a history of paying out a meaningful portion of its profits, and the company continues to invest in the areas of the business that matter most for long-term growth.

    Foolish Takeaway

    Accent Group is not the most exciting company on the ASX, but it is exactly the type of business I like to own for income. Strong brands, consistent profitability, and a high dividend yield at this share price make it a compelling option for long-term dividend investors.

    If Accent continues to do what it has been doing and dividends continue to grow, a $5,000 investment today could yield around $546 in dividend income per year, or roughly $780 when factoring in franking credits. For anyone chasing yield, Accent Group is starting to look very hard to ignore.

    The post Here’s how another $5,000 invested in this high-yield ASX 200 star could boost my dividend income over time! appeared first on The Motley Fool Australia.

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

    Before you buy Accent Group Limited shares, consider this:

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

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

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

    * Returns as of 18 November 2025

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