Stock Analysis

August reporting season produced three different readings on Australia’s digital platform businesses, and those results are still shaping investor thinking in September 2026. Iress Limited (ASX:IRE), CAR Group Limited (ASX:CAR) and HUB24 Limited (ASX:HUB) all operate scalable platform models built on recurring revenue, customer …

Two forces are shaping the Australian resources sector in September 2026: supportive conditions for gold producers and an intensifying global push to secure critical minerals outside China. Three ASX-listed names sit at the intersection of those themes at very different stages.

Critical minerals have been one of the defining ASX themes of 2026, and this reporting season sharpened the picture. Lynas Rare Earths (ASX:LYC) delivered record full-yearRevenueand a profit that surged more than 27-fold as rare-earth prices climbed.AlphaHPA (ASX:A4N) is scaling a Queensland high-purity alumina …

Reporting season has left three very different ASX miners on investors’ watchlists for very different reasons. Iluka Resources (ASX:ILU) posted a first-half loss as mineral-sands conditions softened, even as its Eneabba rare-earths refinery pushed beyond 60% construction. Ramelius Resources (ASX:RMS) reported FY26Revenueabove A$1 billion …

Three ASX-listed resources companies with very different commodities and geographies are giving investors a useful snapshot of where sector growth is coming from. Nickel Industries (ASX:NIC) reported strong first-half 2026Earningsas it commissioned battery-grade nickel capacity in Indonesia. West African Resources (ASX:WAF) posted record quarterly …

August 2026 reporting season handed the Australian resources sector one of its more eventful reads in recent years, and three very different names captured investor attention for different reasons. Develop Global (ASX:DVP) reported a record June-quarter result as its Woodlawn copper-zinc mine gained momentum. …

The August 2026 reporting season crystallised a story the market had been building through the year: gold producers have been generating substantial cash while lithium companies have been navigating a recovery from the sector downturn. Perseus Mining (ASX:PRU) reported higher full-year profit and increasedShareholderreturns. …