Tag: Stock pick

Shares in Aeris Resources Ltd (ASX: AIS) are charging higher on Monday. This comes after the miner released a strong exploration update from its Golden Plateau prospect in Queensland.

At the time of writing, the Aeris share price is up 8.08% to 53.5 cents. In comparison, the S&P/ASX All Ordinaries Index (ASX: XAO) is edging 1.6% higher.

That move adds to an already remarkable run, with the stock now up around 240% over the past 12 months.

Let’s take a closer look at today’s update to the market.

Strong gold intersections grab attention

According to the release, Aeris reported significant gold intersections from the first diamond drill holes at Golden Plateau. The results are from a planned 30-hole program within the Cracow project.

Early drilling confirmed high-grade mineralisation within existing Cracow mining leases. This supports the view that Golden Plateau could become an additional source of ore for the operation.

Highlights included:

• 5.0 metres at 12.7 grams per tonne gold from 45.6 metres at the Fernyside lode
• 19.3 metres at 0.9 grams per tonne gold from 188 metres, including narrower higher-grade zones, within the Main Lode under the former open pit

The company said the drilling shows mineralisation continues along strike from earlier high-grade areas. It also identified broader mineralised zones below the old pit.

Why Golden Plateau could be very important

Golden Plateau is close to the existing Cracow processing facility and sits within Aeris’ current mining leases.

This means any future development could use existing infrastructure, which may reduce costs and speed up development.

The company believes the drilling shows mineralisation continues beyond historic workings and into deeper zones. If further results support this, Golden Plateau could help extend the life of the Cracow operation.

More drill results are coming

The results reported so far cover only the first 2 holes of a broader diamond drilling program. In total, 16 holes have already been completed, with assays expected to be returned progressively as the program continues.

The full drill program aims to improve the geological model, assess several lodes, and support future mine planning and approvals.

Foolish Takeaway

Aeris Resources has reported early drilling that points to continued mineralisation at Golden Plateau.

The intersections suggest Cracow may still offer further upside, supported by existing infrastructure and additional drilling underway.

After a 240% rise over the past year, expectations are already high. These early findings do offer some near-term support, though further confirmation will be important to sustain the share price’s recent run.

The post This ASX mining stock is up 8% after eye-catching gold drilling update appeared first on The Motley Fool Australia.

More reading

• 3 ASX mining shares to buy: Morgans
• ASX copper shares surge as commodity hits record high
• $10,000 invested in WIRE ETF a year ago is now worth…

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

As reporting season kicks off, the team at Shaw and Partners have had a look at the mining sector and come up with four stocks they believe could outperform now and into the future.

In particular focus, perhaps not surprisingly, is the gold sector, with the price of the precious metal hitting record highs in Australian dollar terms.

The Shaw team went on to say:

The favourable environment is further bolstered by the sector’s relatively clean hedge books, operational efficiency and disciplined cost control. Bullion has surged to unprecedented levels, particularly in the latter half of 2025 and early 2026, with the average price in the six months to January 2026 up 70% compared to the same six-month period prior. For domestic producers, this translates into even higher revenues due to a favourable AUD/USD exchange rate and significantly expanded profit margins.

The Shaw team said that inflation has been a concern, but “the gold sector has demonstrated remarkable cost discipline”, with all-in sustaining costs of production relatively stable over the past four quarters.

So who do they like in the sector:

Ramelius Resources (ASX: RMS)

The Shaw team said that Ramelius is embarking on a heavy investment phase over the next four years, “yet our revised gold price outlook suggests they will maintain a robust upward trajectory in liquidity, with free cash flow yields tripling by 2030”.

Shaw believes the market is underestimating the production potential at the company’s Dalgaranga project, “and given management’s history of conservative forecasting, further discoveries at Cue or Magnet could easily push performance beyond current expectations”.

Shaw has a $6.50 target price on Ramelius compared with $4.34 currently.

Genesis Minerals (ASX: GMD)

The Shaw team said that Genesis’ fourth quarter was “robust” with the company eliminating all debt and maintaining $629 million in liquidity.

They added:

While FY26 production guidance remains unchanged, growth capex increased to $220-$240m as Tower Hill development is fast-tracked. GMD is currently tracking toward the top of its production range and the lower end of cost estimates.

Shaw has a $10 price target on Genesis Minerals compared with $6.65 currently.

And outside of gold companies, Shaw and Partners likes the following.

AIC Mines (ASX: A1M)

The Shaw team said AIC is undergoing a “transformational” 2026, “recently achieving a major milestone by reaching the high-grade Jericho copper deposit via a new 2.4km underground access drive”.

This development, they said, supports the ongoing expansion of the company’s processing plant, with the company aiming to achieve annual production of more than 25,000 tonnes of copper.

Shaw has an 80-cent price target on AIC compared with 55 cents currently.

Paladin Energy (ASX: PDN)

This uranium producer is rapidly scaling up production, Shaw said, with a 16% quarterly increase in the December quarter at its Langer Heinrich mine in Namibia.

This meant that the company was likely to track close to the upper end of its production guidance of 4.4 million pounds.

Paladin also recently completed the acquisition of Fission Uranium, “adding the high-grade Patterson Lake South project in Canada to its global development pipeline”.

Shaw has a $10.40 price target on Paladin shares compared with $11.01 currently.

The post Four mining stocks to watch ahead of reporting season appeared first on The Motley Fool Australia.

More reading

• Why is this ASX uranium stock crashing 30%?
• Here are the top 10 ASX 200 shares today
• Can these 2 ASX gold shares keep outpacing the gold rally?
• 3 ASX mining shares to buy: Morgans
• 5 things to watch on the ASX 200 on Tuesday

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.

Shares in Bravura Solutions Ltd (ASX: BVS) jumped 23% after the wealth management software provider announced a material upgrade to its FY26 guidance, signalling further progress in the company’s turnaround story.

The upgrade was to both the top line and profitability, exactly the kind of update that investors would have been hoping for.

What did Bravura announce?

Bravura announced a material uplift to its guidance for FY26 as follows:

• Revenue is expected to be between $280m and $285m (previously $265m and $275m)
• Cash EBITDA expected to be between $69m and $73m (previously $55m and $65m)
• PPE Capex expected to be circa $4m (previously $2m to $3m)

This guidance assumes an average British Pound GBP/AUD exchange rate of 1.95 for 2H26.

What’s driving the turnaround?

According to Bravura, the upgrade is being driven by:

• increased project engagement across customers and business units, which is expected to continue into the second half
• well-managed cost levels, even as project services activity increases
• and ongoing investment in internal technology to support delivery and scalability

That combination matters. Bravura has historically struggled with project execution, cost overruns, and earnings volatility. The update suggests the company is executing well in converting its large installed client base into higher-quality, more profitable work.

Why the market reacted so strongly

A 23% move might look dramatic, but context matters. Bravura shares were caught in the recent tech rout, and its share price has been down about 48% since October 2025.

If Bravura is actually upgrading its guidance in an environment where the prevailing sentiment against tech shares is negative, it shows how confident management is in the company’s performance and strong execution.

What to watch next

The next key event will be Bravura’s 1H26 results, due on Wednesday, 11 February, where investors will look for further details to confirm the company’s strong performance and outlook.

Foolish bottom line

Bravura’s guidance upgrade wasn’t subtle, and the market response reflects that. This guidance upgrade doesn’t just improve near-term numbers; it challenges the bearish narrative. In other words, this wasn’t just better-than-expected news. It was confidence-restoring news.

The post Bravura shares soar 23% on guidance upgrade appeared first on The Motley Fool Australia.

More reading

• Four mining stocks to watch ahead of reporting season
• Why are ASX 200 tech shares like WiseTech and NextDC going gangbusters on Monday
• 3 ASX stocks poised to ride Australia’s renovation wave
• These are the 10 most shorted ASX shares
• Pepper Money shares pop 25%, Challenger slips 3% on take-private deal

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

S&P/ASX 200 Index (ASX: XJO) tech shares are starting the week with a bang.

In morning trade on Monday, the ASX 200 is up a welcome 1.6%.

As for the surging Aussie tech companies, the S&P/ASX All Technology Index (ASX: XTX) – which also contains some smaller tech companies outside of ASX 200 tech shares – is up 4.1% at this same time.

Here’s how some of Australia’s biggest tech shares are faring today:

• Shares in cloud-based software solutions provider WiseTech Global Ltd (ASX: WTC) are up 4.8% trading for $49.90 each
• Shares in software-as-a-service provider Technology One Ltd (ASX: TNE) are up 5.1% trading for $22.97 each
• Shares in data centre operator NextDC Ltd (ASX: NXT) are up 6.2% trading for $13.50 each
• Shares in location-sharing software developer Life360 Inc (ASX: 360) are up 5.0% trading for $26.24 each
• Shares in accounting software provider Xero Ltd (ASX: XRO) are up 1.7% trading for $83.11 each

Boom!

Here’s what’s got Aussie tech investors favouring their buy buttons today

ASX 200 tech shares on the rebound

None of the booming stocks listed above has released any price-sensitive information today.

So, why the outsized intraday gains?

Well, after getting smashed on Friday amid the broader market retrace, investors clearly see value in these large-cap ASX 200 tech shares like WiseTech and NextDC.

Indeed, we saw a similar story playing out in the US stock markets on Friday, following Thursday’s tech sell-down on the Nasdaq Composite Index (NASDAQ: .IXIC).

On Friday, however, US stocks came roaring back with the S&P 500 Index (SP: .INX) closing up 2% and the tech-heavy Nasdaq surging 2.2%.

AI chip-making giant Nvidia Corp (NASDAQ: NVDA) was a standout performer, gaining a whopping 7.9% on Friday. And this is a US$4.5 trillion (AU$6.4 trillion) company we’re talking about here.

For some context, WiseTech shares are worth a combined AU$16.7 billion.

Experts say ‘buy the dip’ with care

Commenting on the rebound in US stocks that’s spilling over into ASX 200 tech shares today, Interactive Brokers’ Jose Torres said (quoted by Bloomberg):

Investors are rising to the occasion and aggressively buying the dip in stocks. Basement ‘animal spirits’ are offering value hunters opportunities to accumulate shares amid a general sense on Wall Street that the selling has gone too far.

SlateStone Wealth’s Kenny Polcari added, “For long-term investors, this is the time to go shopping. A lot is on sale.”

And Bellwether Wealth’s Clark Bellin concluded:

The bull market is not dead, but it is aging, and we are not surprised to see investors paying more attention to corporate earnings and profitability.

Our message to investors is to remain opportunistic when stocks dip, but not necessarily during every dip. 2026 should still be a positive year, with plenty of opportunities to buy stocks on sale.

The post Why are ASX 200 tech shares like WiseTech and NextDC going gangbusters on Monday appeared first on The Motley Fool Australia.

More reading

• Why now could be the time to buy WiseTech shares
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• Why I’m planning to act this week and buy ASX shares
• 5 things to watch on the ASX 200 on Monday
• Top brokers name 3 ASX shares to buy next week

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Interactive Brokers Group, Life360, Nvidia, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2027 $43.75 calls on Interactive Brokers Group and short January 2027 $46.25 calls on Interactive Brokers Group. The Motley Fool Australia has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool Australia has recommended Nvidia and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australians have an enduring obsession with home ownership. But with the median dwelling price sitting at 16 times median income in some areas, renovating a ‘fixer upper’ or improving an existing property rather than moving is becoming a more viable option for many.

In fact, as reported by Realestate.com.au in January 2026, Australians spent $53.8 billion on home improvements in FY25, the highest spend since 2022.

So how can investors get in on this trend? Here are the three stocks poised to ride the renovation wave.

Beacon Lighting Group Ltd (ASX: BLX)

Lighting is an important part of any property overhaul and plays a pivotal role in three of the most popular renovation categories – energy efficiency upgrades, kitchens, and bathrooms. And while local lighting and ceiling fan retailer Beacon Lighting has seen some share price volatility of late, it is well placed to capitalise on its trusted brand and broad product range.

Its share price has fallen around 30% in the last year, likely driven by weakening sentiment across the consumer discretionary retail sector. However, at the tail end of 2025, it hit the radar of some analysts, with Bell Potter putting a buy rating on it in December.

And at current prices, I tend to agree. Its FY25 results show solid growth, including record sales of $328.9 million and a gross margin of 69.1%. Also, Beacon Lighting recently highlighted that it remains on track to reach its target of 50% trade sales by FY28 – a strategy that essentially gives it two bites at the home renovations cherry.  

It has shown a disciplined approach thus far, with a healthy cash buffer and a relatively conservative balance sheet. In my opinion, it’s a buy for long-term investors in the current climate.

Temple & Webster Group Ltd (ASX: TPW)

Furniture provides the finishing touch of every renovation, and Temple & Webster is in the box seat to deliver. The online retailer offers access to more than 200,000 items from thousands of suppliers through a scalable drop-shipping model. This agile model allows it to serve a wide market, offering everything from simple flat-pack solutions and on-trend, low-cost décor to premium, artisan, hand-finished furniture.

Its share price is down roughly 25% over the last 12 months. Despite posting strong FY25 results, it saw volatility in November following an update that missed consensus growth expectations. That said, the company says it remains on track to deliver on its mid-term goal of $1 billion in annual revenue.

Despite failing to meet expectations in the short term, I think it’s worth considering at current prices. Its solid performance in market headwinds, strong brand, flexible model, and depth of product offering all create a solid runway for long-term growth.  

GWA Group Ltd (ASX: GWA)

As the owner of some of Australia’s most recognised kitchen and bathroom brands, including Caroma, Methven, Dorf, and Clark, GWA is a pivotal player in the home improvement landscape.

While GWA is also affected by changes in consumer discretionary spending, its share price has fared better than many peers’. Over the last 12 months, it has seen a 4% rise in its share price and is tipped to continue delivering strong dividends to investors.

It reported solid results in FY25, despite a declining market. And its buybacks late last year indicate the company has confidence in its ability to continue delivering and believes its shares to be undervalued.  

GWA’s ongoing success may be buoyed by continued consumer demand for water-efficient products. It is a frontrunner in the space with intelligent bathroom systems that deliver smarter water management solutions to consumers.

At current prices, GWA may still hold reasonable value for investors. It offers some of the go-to brands for consumers looking for quality and water efficiency. And it has shown it can perform and deliver healthy dividends, even in challenging market conditions.

The post 3 ASX stocks poised to ride Australia’s renovation wave appeared first on The Motley Fool Australia.

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

At the start of each week, I like to look at ASIC’s short position report to find out which shares are being targeted by short sellers.

This is because I believe it is well worth keeping a close eye on short interest levels as high levels can sometimes be a sign that something isn’t quite right with a company.

With that in mind, here are the 10 most shorted shares on the ASX this week according to ASIC:

• Domino’s Pizza Enterprises Ltd (ASX: DMP) continues to be the most shorted ASX share with short interest of 17%. This is up slightly week on week. Short sellers appear to be betting against the pizza chain operator’s turnaround strategy.
• Boss Energy Ltd (ASX: BOE) has seen its short interest rebound to 16.6%. Short sellers have done well with this one. The uranium producer’s shares are down over 50% since this time last year amid production concerns.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 14.1%, which is up slightly week on week. This may be due to disappointment over the taco and burrito seller’s performance in the United States market.
• Treasury Wine Estates Ltd (ASX: TWE) has seen its short interest rise again to 13.8%. This wine giant is facing distributor uncertainty in the United States and unfavourable consumer trends.
• Flight Centre Travel Group Ltd (ASX: FLT) has short interest of 12.2%, which is up week on week. Short sellers appear to have doubts over the travel agent’s revenue margin outlook.
• Polynovo Ltd (ASX: PNV) has short interest of 12.1%, which is flat since last week. Short sellers seem to believe that this medical device company’s shares are overvalued.
• Telix Pharmaceuticals Ltd (ASX: TLX) has short interest of 11.9%, which is up slightly week on week. This radiopharmaceuticals company has been struggling with FDA approvals.
• IDP Education Ltd (ASX: IEL) has 11% of its shares held short, which is down week on week. This student placement and language testing company has been negatively impacted by student visa changes in key markets.
• IPH Ltd (ASX: IPH) has returned to the top ten with short interest of 11%. Softer volumes have been weighing on this IP service provider’s performance.
• PWR Holdings Ltd (ASX: PWH) has also returned to the top ten with short interest of 10.2%. This automotive cooling products company’s shares currently trade at almost 90 times earnings. Short sellers may believe that is too much of a premium.

The post These are the 10 most shorted ASX shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises, PWR Holdings, PolyNovo, Telix Pharmaceuticals, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended PWR Holdings and Treasury Wine Estates. The Motley Fool Australia has recommended Domino’s Pizza Enterprises, Flight Centre Travel Group, IPH Ltd , PolyNovo, and Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Pepper Money Ltd (ASX: PPM) shares surged after the company announced that it had received an indicative, non-binding proposal to take it private at $2.60 per share.

At the time of writing, Pepper shares were up 25% to $2.20 but still short of the $2.60 offer price.

The deal could see the non-bank lender taken private in a partnership between its current major shareholders and Challenger Ltd (ASX: CGF), the proposed minority partner in the deal.

At the time of writing, Challenger shares are down 3% as investors digest the implications of the deal.

That divergence between the Pepper Money and Challenger share price reactions is typical of takeover situations in which the acquirer pays a premium to make the deal attractive to shareholders of the acquired company.

What is being proposed?

Following media speculation, Pepper Money confirmed it has received a confidential, non-binding proposal to acquire 100% of the company via a scheme of arrangement, jointly backed by Challenger and Pepper Group, Pepper Money’s existing cornerstone shareholder.

Pepper Group itself is a consortium of investors led by US private equity and private credit giant KKR.

Under the proposal:

• Pepper shareholders (excluding Pepper Group) would receive $2.60 per share in cash, less the FY25 final dividend and any special dividends
• Pepper Group would roll its existing stake into the new private vehicle
• Challenger’s ownership would be capped at 25%, with Pepper Group retaining majority control

Pepper Money’s board has formed an Independent Board Committee, which has granted Challenger exclusivity to conduct due diligence and negotiate the transaction.

There’s no certainty that the deal will be completed, which is why the market has not yet fully priced in the $2.60 offer price for Pepper Money shares.

Why Pepper shareholders are cheering

For Pepper shareholders, the logic is simple.

A $2.60 cash offer represents a meaningful premium to where the stock had been trading prior to the speculation. Pepper Money shares had slipped 30% from their recent November 2025 peak, and so a clean cash exit at a premium is compelling.

A counterargument is that some Pepper Money shareholders could see the deal’s timing and the offer price as somewhat opportunistic, because compared with Pepper’s November 2025 share price of $2.49, the offer is only a 4.4% premium.

There could be more to this before this deal is fully approved and finalised.

Why Challenger investors are more cautious

Challenger’s management framed the potential transaction as strategic and EPS-accretive, but investors are typically cautious of sizeable acquisitions made at a premium.

Challenger’s rationale is, however, quite clear: Pepper Money provides long-duration, higher-yielding fixed income assets, which neatly support Challenger’s retirement and annuities business. Strategically, the fit makes sense.

But as always, the execution and implementation are what count most, and Challenger investors are taking a wait-and-see approach.

Foolish bottom line

Pepper Money’s share price surge and Challenger’s pullback aren’t contradictory; they’re exactly what you’d expect.

Takeover targets usually win immediately. Acquirers have to earn it over time.

If this deal completes, Pepper shareholders likely lock in value today, while Challenger investors are being asked to trust that patient, strategic capital deployment will pay off tomorrow. The market’s verdict so far? One cheers certainty. The other waits for proof.

The post Pepper Money shares pop 25%, Challenger slips 3% on take-private deal appeared first on The Motley Fool Australia.

More reading

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

Opportunities can be found across a range of industries on the ASX share market, including infrastructure and utilities. In this article, I want to talk about the ASX share GenusPlus Group Ltd (ASX: GNP).

Wilson Asset Management picked out GenusPlus as a compelling business in its listed investment company (LIC) WAM Active Ltd (ASX: WAA) portfolio.This LIC aims to target “mispricing opportunities” in the Australian market.

The LIC has just come off a very strong period. The investment portfolio returned 31.4% over the six months to 31 December 2025, and 41.4% over the full year. Of course, past performance is not a guarantee of future returns.

Let’s get into why the investment team at Wilson Asset Management likes GenusPlus Group.

Why it’s a compelling ASX share

WAM describes GenusPlus Group as a specialist power and communications infrastructure provider, delivering transmission, distribution and related services across Australia.

The fund manager noted that during January, the GenusPlus Group share price strengthened 18% after the company upgraded its FY26 earnings guidance, pointing to approximately 35% growth of normalised operating profit (EBITDA) compared to the FY25 normalised EBITDA of $67.4 million.

This strength was driven by better-than-forecast performance from the energy and engineering and services segments.

WAM pointed out that this positive momentum was further underpinned by contract wins and project progression, including its joint venture with ACCIONA being awarded by AusNet the approximately $1.6 billion Western Renewables Link construction contract, subject to approvals.

On top of that, the market received confirmation that construction will proceed on the Ausgrid Hunter-Central Coast Renewable Energy Zone sub-transmission line works, with a contract value of approximately $140 million. Construction is planned to commence in February 2026.

The fund manager then said:

We remain positive on the outlook, supported by strong organic growth momentum, with the balance sheet in excellent shape to undertake earnings accretive acquisitions.

What is the valuation of the ASX share?

The business has steadily increased its annual dividend per share each year for the last couple of years and the dividends are being hiked at a fast pace. The company grew its FY25 final dividend per share by 44% to 3.6 cents.

In FY25, the company’s total revenue rose by 36% to $751.3 million, infrastructure revenue climbed 30% to $415.6 million, energy and engineering revenue climbed 54% to $234.5 million and services revenue soared 38% to $123.2 million.

It’s currently trading at 35x FY25’s earnings, but the business is clearly expected to deliver further strong growth in the coming years.

At its AGM, the company said that it’s well-positioned for organic growth and targeted strategic acquisitions with a focus on expanding its delivery capabilities. It also said that the momentum of new energy projects connecting to the national electricity network market continues to build, which bodes well for the ASX share’s foreseeable future.

The post Experts rate this ASX share as a buy! appeared first on The Motley Fool Australia.

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

Shares in West African Resources Ltd (ASX: WAF) were trading higher on Monday after the company reported exploration results which could result in a “significant mine life extension” at its Sanbrado gold operations in Burkina Faso.

The company said in a statement to the ASX that significant drilling results beneath the M5 South resource included 28m at 6.1 grams per tonne of gold, 12m at 4.9 grams per tonne, and 8m at 4.7 grams per tonne.

There were also significant results from infill drilling of the inferred resource at M5, which included 22m at 13 grams per tonne of gold and 44m at 5 grams per tonne.

West African Executive Chairman Richard Hyde said the results were encouraging.

WAF’s exploration teams have been very active over the last 6 months managing drilling programs at M5 South underground and beneath the M5 North open-pit. Drilling to 400m below the M5 South underground resource has successfully extended the depth of mineralisation returning 28m at 6.1 g/t gold and 12m at 4.9 g/t gold. Drilling 200 to 400m beneath the M5 North open-pit reserve has confirmed potential for WAF to extend open-pit mining at Sanbrado. Thick zones of gold mineralisation have been returned from the current drilling program including 45m at 0.9 g/t gold supporting the previously released 16m at 11.2 g/t gold.

New resource update in train

Mr Hyde said the company was aiming to incorporate an extension to the M5 South underground and the M5 North open-pit into its upcoming mineral resource and ore reserve update and 10-year production outlook, planned for release in the second quarter of calendar year 2026.

West African Resources also published a presentation on Monday, which included a 10-year production target of 4.8 million ounces of gold.

This was based on its current calculated reserves using a conservative gold price of US$1400 for its open pit operations and US$1800 for its underground operations.

The presentation said the priorities for this year would be completing 20,000m of underground drilling at M5, targeting resource growth, 10,000m of drilling at the M5 North open pit, and 13,500m of drilling at its Toega deposit.

The company produced 300,338 ounces of gold in 2025 and was unhedged, enabling it to benefit from the current high gold price.

The company currently holds US$508 million in cash and bullion, the presentation said.

West African Resources shares were 5% higher on Monday at $3.36. The company was valued at $3.66 billion at the close of trade on Friday.

The post Which gold miner’s shares are surging on good exploration results? appeared first on The Motley Fool Australia.

More reading

• West African Resources delivers major drilling results at Sanbrado
• Here are the top 10 ASX 200 shares today
• Guess which ASX 200 gold stock is surging to an all-time high on strong results
• West African Resources posts strong December quarter cash inflows
• Here are the top 10 ASX 200 shares today

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.

The All Ordinaries Index (ASX: XAO) is up 1.4% today, with plenty of lifting help from this rocketing ASX All Ords gold stock.

The fast-rising stock in question is gold and rare earths explorer Dateline Resources Ltd (ASX: DTR).

Dateline Resources shares closed on Friday trading for 28.5 cents. In early morning trade on Monday, shares are swapping hands for 30.2 apiece, up 6%.

On the back of a surging gold price, increasing Western interest in rare earths sources outside of China, and its own exploration successes, this has seen the Dateline Resources share price up 115.7% over the past six months, racing ahead of the 0.3% six-month losses posted by the benchmark index.

Here’s what’s catching ASX investor interest again today.

ASX All Ords gold stock leaps on survey progress

Investors are piling into Dateline Resources shares today after the miner announced it has completed infill gravity, magnetic, and radiometric surveys at its 100% owned Colosseum Gold and Rare Earth Project, located in the US state of California.

The ASX All Ords gold stock completed an induced polarisation (IP) survey across Colosseum in December.

Dateline said it designed the latest round of surveys to improve resolution over areas where earlier IP and MT data identified “deep chargeability and conductivity features interpreted to be structurally controlled and potentially associated with gold mineralisation and/or REE-bearing [rare earth element bearing] carbonatite intrusions”.

The ASX All Ords gold stock noted that it will integrate the newly acquired geophysical datasets to progressively sharpen drill targeting across the key structural corridors the miner has identified in earlier programs.

The company expects that this work will see it transition from broad-based target definition at the project to highly focused drill testing.

What did management say?

Commenting on the progress lifting the ASX All Ords gold stock today, Dateline managing director Stephen Baghdadi said, “The data continues to support the presence of a large mineral system, with deep structural and sulphide-hosted features interpreted as mineralising plumbing extending beyond the known near surface ore zones.”

Baghdadi added:

The integration of these high-quality geophysical datasets is a deliberate step to sharpen drill targeting and maximise the effectiveness of the forthcoming drilling campaign.

With several targets interpreted at depths of approximately 500 to 1,000 metres, this approach ensures that drilling is highly focused, technically informed and capital efficient as the company advances into deeper, more technically demanding drill testing.

Dateline Resources said that diamond core drilling rigs are scheduled to begin arriving at Colosseum next week.

The post Up 116% in 6 months, guess which ASX All Ords gold stock is rocketing again today on big US news appeared first on The Motley Fool Australia.

More reading

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