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Stock Analysis

Why Rio Tinto (ASX:RIO) Is Investing US$1.9 Billion in the Kangwinan Bauxite Project at Weipa

Rio Tinto (ASX:RIO) has announced a US$1.9 billion investment to develop the Kangwinan bauxite project on the western Cape York Peninsula in Queensland. The company describes it as a brownfield project that will add 20 million tonnes a year of bauxite capacity, lifting Weipa's …

Sonal Goyal | 23 October 2026

Why Sunrise Energy Metals (ASX:SRL) Scandium Project Capital Estimate Is A$450–475 Million

Sunrise Energy Metals (ASX:SRL) reported in its September 2026 quarterly that front-end engineering and design for the Syerston Scandium Project in New South Wales has been completed by GR Engineering Services. The company said the first phase of engineering and procurement has started, and …

Sonal Goyal | 23 October 2026

Why Stavely Minerals (ASX:SVY) Is Studying Underground and Heap Leach Options After Its Thursday's Gossan Copper Scoping Study

Stavely Minerals (ASX:SVY) said in its September 2026Quarterly Reportthat studies are under way into three alternatives for Thursday's Gossan and the Cayley Lode in Victoria, announced on 13 October 2026. They are a small-footprint underground mine on the Cayley Lode, which the company cites …

Sonal Goyal | 23 October 2026

Why Talisman Mining (ASX:TLM) Has Reported Gold Intercepts at Sheepyard and a Placement Tranche Awaiting Approval

Talisman Mining (ASX:TLM) reported in its September 2026 quarterly that a 1,657-metre air-core programme at the Sheepyard prospect, part of the Walkers Hill Gold Project, intersected gold zones over an unconstrained strike length of about 800 metres. Hole SYAC0085 returned 9 metres at 0.94 …

Sonal Goyal | 23 October 2026

Why Temple & Webster (ASX:TPW) Has Guided to FY27 EBITDA of A$33 Million to A$40 Million Alongside a Strategy Reset

Temple & Webster (ASX:TPW) used its 2026Annual General Meetingto set FY27 EBITDA guidance of A$33 million to A$40 million, which the company said is roughly 50 to 80 per cent above FY26. It said growth initiatives are funded within that range and are moving …

Sonal Goyal | 23 October 2026

Why Whitehaven Coal (ASX:WHC) Reconfirmed FY27 Guidance as Output and Stockpiles Rose in the September Quarter

Whitehaven Coal Limited (ASX:WHC) said managed run-of-mine (ROM) coal production in the September 2026 quarter was 11.0 million tonnes, up 3 per cent on the June quarter and 22 per cent on the same period a year earlier. The company reconfirmed all FY27 guidance, …

Sonal Goyal | 23 October 2026

Why X2M Connect (ASX:X2M) Has Entered an Exclusivity Agreement Over a 10MW Queensland AI Data Centre Site

X2M Connect Limited (ASX:X2M) has entered a binding agreement with an unnamed Queensland developer giving it exclusivity over a site and its power capacity for a 10MW AI-enabled data centre. The company describes it as exclusivity rather than a fully binding delivery contract: the …

Sonal Goyal | 23 October 2026

Why Zip Co (ASX:ZIP) Reported Higher First-Quarter Transaction Volume and Reconfirmed Its FY27 Targets

Zip Co Limited (ASX:ZIP) reported unaudited first-quarter FY27 results showing total transaction volume (TTV) of A$4,603.7 million, up 18.0 per cent on the prior corresponding period, and revenue of A$373.4 million, up 17.2 per cent. The company reconfirmed its FY27 guidance, which it said …

Sonal Goyal | 23 October 2026

Why Australasian Metals (ASX:A8G) Is Weighing a Binding Option Over Côte d'Ivoire Lithium-Tantalum Projects

Australasian Metals Limited (ASX:A8G) reported in its September 2026Quarterly Reporta binding option agreement, signed on 7 September 2026 with Firering Strategic Minerals plc, to acquire majority interests in the Atex lithium-tantalum project and the Alliance lithium project in Côte d'Ivoire. The company paid A$100,000 …

Sonal Goyal | 23 October 2026

Why Aussie Broadband (ASX:ABB) Says Broadband Connections Have Passed 1.3 Million and FY27 Guidance Is Reaffirmed

Aussie Broadband Limited (ASX:ABB) used its 23 October 2026Annual General Meetingpresentation to report that broadband connections had reached 1,304,750 as at 20 October 2026, up 193,376 since 30 June 2026. The company reaffirmed FY27 guidance of underlying EBITDA between A$205 million and A$215 million …

Sonal Goyal | 23 October 2026
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