News

Liontown Navigates Investor Concerns after LGES Exit Amid Lithium Price Headwinds

KEY HIGHLIGHTSLTR fell 5.93% to $1.58 amid cumulative headwinds from LGES stake exit and lithium oversupplyH1 FY2026 revenue surged 107% to A$207.5M, but net loss widened to A$184MLG Energy Solution sold entire 8% stake (~A$419M) in February 2026; offtake agreement intactKathleen Valley achieved 1 …

Team Kalkine | 16 March 2026

Paladin Energy (ASX:PDN) Shares Fall Amid Uranium Sector Pullback and Cost Concerns

KEY HIGHLIGHTSPDN dropped 5.29% to A$11.09 amid uranium sector profit-taking and volatilityRecord Q3 FY2025 production of 1.07M lb U3O8 at Langer Heinrich mine in NamibiaFission Uranium acquisition completed December 2024—Patterson Lake South targets 9.1M lb/year by 2031FY2026 production guidance: 4.0-4.4M lb U3O8 at cost …

Team Kalkine | 16 March 2026

Resolute Mining  (ASX:RSG) Shares Slip as Rising Capex and Mali Geopolitical Risks Weigh on Sentiment

KEY HIGHLIGHTSRSG fell 3.93% to $1.34 reflecting capex concerns and geopolitical risk in Mali2025 production: 277,000 oz with revenue of $863M and EBITDA of $383MDoropo Gold Project FID approved February 2026—$170-190M capex for ~200,000 oz/year2026 capex guidance elevated to $310-360M driving near-term cash flow …

Team Kalkine | 16 March 2026

Vault Minerals (ASX:VAU) Shares Fell 5.47% Today: Institutional Exits and Profitability Swing Weigh on Sentiment

Key HighlightsVAU fell 5.47% to $4.67 amid BlackRock and UBS ceasing substantial shareholder statusH1 FY26 showed net loss of A$35.23M versus prior half's profit of A$117.69MTrailing 12-month revenue of A$1.43B with net profit of A$236.98MKing of the Hills expansion: 33% reserve increase to 2.2 …

Team Kalkine | 16 March 2026

Westgold Resources (ASX:WGX) Shares Slide as Profit-Taking Follows Record Results and Expansion Plans

KEY HIGHLIGHTSWGX dropped 4.19% to $5.95—down 28% from all-time high of $8.16 on March 2Record H1 FY26: Revenue A$1,238M (+98%), EBITDA A$612M (+173%), Net profit A$314M (+451%)A$145M Higginsville expansion approved capacity from 1.6 to 2.6 Mtpa, +60,000 oz annuallyStrategic demerger: Valiant Gold IPO oversubscribed …

Team Kalkine | 16 March 2026

Northern Star (ASX:NST) slides after repeated guidance cuts shake investor confidence

KEY HIGHLIGHTSNST dropped 5.38% to $20.58 following third production guidance downgrade in six monthsFY26 production cut from original 1.7-1.85 Moz to above 1.5 Moz—a 15-21% reduction37-year-old Fimiston mill at Super Pit experiencing repeated breakdownsA$1.5B KCGM mill expansion commissioning targeted July 2026—a major catalystNorthern Star …

Team Kalkine | 16 March 2026

Why Suncorp Group (ASX:SUN) Stock Is in Focus: Insurance Margin Recovery and Profit Growth

Suncorp Group Limited (ASX:SUN) operates as Australia's premier integrated insurance and financial services conglomerate, with comprehensive exposure to motor, home, commercial, and specialty insurance lines. The company's diversified underwriting portfolio, combined with substantial banking operations and strategic investments, positions Suncorp advantageously within Australian financial …

Aditi Sarkar | 16 March 2026

Dividend Record, Private Equity Returns and NAV Growth Drives Washington H. Soul Pattinson (ASX:SOL)

Washington H. Soul Pattinson and Co. Limited (ASX: SOL) stands as one of Australia's longest-operating diversified investment holding companies, with a storied 124-year history of continuous dividend payments since ASX listing in 1903. The company has evolved from pharmacy operations into a sophisticated investment …

Aditi Sarkar | 16 March 2026

Zip Co (ASX:ZIP) Stock Analysis: BNPL Growth, US Market Expansion, and Path to Profitability

Zip Co Limited (ASX:ZIP) has emerged as one of Australia's leading digital financial services companies, revolutionizing consumer credit through innovative buy now pay later (BNPL) technology. The company's explosive growth trajectory, with total transaction value jumping 30.3% to A$13.1 billion andcashearnings surging 147% year-over-year, …

Aditi Sarkar | 16 March 2026

Perpetual Limited (ASX:PPT) : Investment Management Giant Eyes Recovery

Perpetual Limited (ASX:PPT) is staging a measured recovery as global financial markets stabilize following elevated volatility. The Australian investment management and trust services giant, with a proud 140-year heritage, reported modest revenue growth in fiscal 2025 while navigating continued industry headwinds. At $16.65 per …

Aditi Sarkar | 16 March 2026