The article says weaker Chinese factory activity and softer export orders have pushed several Australian stocks with solid cash generation to discounted prices. Three companies are highlighted on cash flow grounds: Greatland Resources (market cap A$6.62b, about A$2.26b in revenue, shifting from explorer to producer), Ansell (market cap A$6.31b, about US$1.19b from Healthcare, roughly US$47 million in annualised savings, and gross margin up from 34.1% in FY22 to 41.1% in FY25), and Life360 (market cap A$5.14 billion, about US$572.6 million from Software & Programming). The piece notes that the gold price, a key Havieron cost assumption, and the balance between pricing power and cost discipline could shape each company's outlook.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
AustraliavaluationgoldminingChina
Open a keyword to see other news on the same topic.
Related tickers and likely impact
XAU/USD
• NeutralRelevance: low
| Market | Gold |
|---|---|
| Close on 10/30/2026 | 3,875.51 |
| Change that session | -3.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Emerald Resources And 2 Australian Growth Stocks To Watch
Global markets have been hit by a broad sell-off in AI stocks as investors question high costs and scarce capital. This Simply Wall St article highlights three Australian high-growth stocks with strong analyst and management conviction: Emerald Resources, Mesoblast and Pinnacle Investment Management Group. Emerald Resources, a Perth-based gold producer whose 100% owned Okvau Gold Project is in Cambodia, reported earnings up 196.3% over the past year, with a 42.4% net margin and a 14.7x P/E. Mesoblast develops cell-based regenerative therapies, and its Ryoncil is the first and only FDA-approved mesenchymal stromal cell product in the U.S. Pinnacle partners with boutique fund managers and generates about A$110 million from funds management, with roughly one-third of its A$229.4 billion in affiliate FUM sourced outside Australia.
- Ramelius Resources And 2 Australian Growth Stocks To Watch
The article notes that with the European Central Bank openly debating further rate hikes, investors may focus more on businesses that can grow without relying heavily on cheap debt. Ramelius Resources (ASX:RMS) is a gold producer with A$1.03b in revenue, almost entirely from its Mt Magnet hub, and a market value of about A$6.69b, and is described as having very low debt and a substantial project pipeline. Neuren Pharmaceuticals (ASX:NEU) develops neurology-focused biopharma products and generated about A$69 million from commercial products, including DAYBUE, with a market value near A$2.6b. Planned expansion into Canada, Europe and Japan is cited as a long-term growth driver, given higher royalty rates outside the U.S.
- Novo Resources targets high-grade gold at Tibooburra
Novo Resources has received approvals to begin a 2,700-metre RC drilling program at the Tipa Gold project, focused on the Clone prospect in northwestern New South Wales, and has formed a 70:30 joint venture with Manhattan Gold Corporation Limited, with Novo as operator. General Manager of Exploration Rowan Williams said the 2025 drilling returned encouraging results, including 12 m at 5.9 grams per ton near surface, and the new program will aim to follow the Clone prospect's down-plunge extension to the northwest. The Albert Goldfield has about a 30 km strike length and has seen many old workings but very little modern exploration, so the company aims to test for deeper intercepts that could build an economic target. Beyond Clone, field teams have been completing stream sediment, rock chip and grid-based soil sampling to identify new targets, with air core drilling of these targets planned for the first or second quarter of next year.
- Resolute Mining And 2 Other Australian Defensive Stocks
The article profiles three Australian low-risk stocks from a Simply Wall St screen focused on strong balance sheets and cash generation. Resolute Mining, a Perth-based gold producer, generates about $696 million from its Syama mine in Mali and $307 million from Mako in Senegal, with its Doropo project expected to add ounces from 2028. Aristocrat Leisure, a gaming technology group, reports about A$4.1b from Gaming, A$1.7b from Product Madness and A$535 million from Interactive. Monadelphous Group, an engineering services provider, generates about A$1.37b from Engineering Construction and A$1.62b from Maintenance and Industrial Services, and has more than A$2.7b of new awards.
- Novo Resources clears Tibooburra drilling and forms 70:30 gold joint venture
Novo Resources has received approvals to begin a 2,700-metre reverse circulation drilling program at its Tibooburra Gold Project in New South Wales and formed a 70:30 joint venture with Manhattan Gold Corporation after meeting the A$1.5 million minimum exploration expenditure. Drilling of 18 holes at the Clone prospect is scheduled for mid-November, targeting the down-plunge extension of a shallow, high-grade gold shoot defined over around 300 metres of strike and to 90 metres depth. Novo holds 70% of the joint venture covering six exploration licences in the Albert Goldfields, while Awati Resources, a subsidiary of Manhattan Gold, retains 30%; Novo manages the project and funds exploration until a bankable feasibility study is completed. Regional sampling, mapping and soil surveys began in September to identify further targets across the 30-kilometre Albert Goldfield, with results pending and possible drilling planned for 2027.
- Tibooburra Project Update: RC drilling to commence as Novo forms unincorporated Joint Venture with Manhattan Gold
Novo Resources has received all regulatory and landholder approvals needed for its planned ~2,700 m reverse circulation (RC) drilling program at the Tibooburra Gold Project in New South Wales, Australia, with drilling scheduled to start in mid-November. The program will test the down-plunge extension of the Clone prospect and follow up the 2025 drilling, which identified plunging high-grade shoots open in multiple directions. At Clone, a coherent gold-in-soil anomaly runs about 600 m long and up to 250 m wide, and a shallow north-plunging high-grade shoot is defined over about 300 m of strike to a vertical depth of 90 m, still open down plunge. Novo's two newly granted tenements, EL9867 and EL9900, are 100% owned, while the other tenements belong to a farm-in joint venture with Awati Resources, a subsidiary of Manhattan Gold Corporation.
Related markets
Latest news
- The Force Behind Zelensky Defying Trump's Order
Russian Deputy Prime Minister Alexander Novak said on October 30 that Ukraine resumed drone attacks on three Russian oil refineries and one gas chemical complex, causing light damage to one facility. Presidential adviser Yuri Ushakov said Ukraine was ignoring President Trump's call to stop the attacks and was counting on European support. According to the Wall Street Journal, Ukraine had informally paused attacks on Russian refineries from mid-October under U.S. pressure, out of concern that rising global fuel prices would hurt Washington before the midterm elections on November 3. President Zelensky denied a full halt order, saying the military had only become more cautious. The Kremlin said the attacks would not hinder preparations for talks between Russia, Ukraine and the U.S.
- Michael Burry Is Still Short Palantir. Here's What Its Nov. 2 Report Has to Show.
Michael Burry still holds put options against Palantir, which expire between June and December 2027. The stock closed at a record $209.05 on Oct. 9 and traded near $195 at the time of writing. Guidance calls for third-quarter revenue of $2.160 billion to $2.164 billion, about 83% growth, but Palantir has typically beaten its top guidance by 6% to 7%, which could mean about $2.3 billion. U.S. commercial revenue rose 149% to $764 million in the second quarter, and keeping management's target of at least $3.424 billion for 2026 on track implies about $930 million in the third quarter. The article notes that even a strong report would not make the stock cheap at about 166 times past earnings, though it could make Burry's under-$50 view harder to accept.
- Vietnam City Holds 8.8 Billion Tons of ‘Black Gold,’ 3.6 Billion Tons Lie Less Than 300m Underground
Quang Ninh, which accounts for over 90% of Vietnam's national coal reserves, is estimated to hold 8.8 billion tons of coal, with 3.6 billion tons less than 300 meters deep. Coal was long the province's economic backbone, but the mining share of its economy fell from about 35% in 2010 to 8.11% of GRDP in 2025 as the locality shifted toward green development, services and processing industries. Quang Ninh's economy grew nearly 10% a year on average over 2021–2025 and rose 11.89% in 2025, with GRDP reaching 368,445 billion VND and per-capita GRDP of $10,402. Since September 1, Quang Ninh has officially become the eighth centrally run city of Vietnam, after the National Assembly approved its establishment with all attending delegates voting in favor.
- Amazon Plans to Spend More on AI. Here’s Why the Stock is a Once-in-a-Decade Buy Hiding in Plain Sight.
Amazon reported earnings below estimates and a deeper-than-expected negative free cash flow, while saying it plans to spend “meaningfully more” on AI next year; the stock fell afterward and was down 14% from its August high. AWS revenue grew 39% to $46 billion, and the company kept its capital spending forecast for the year at $220 billion. Trailing 12-month free cash flow was negative $42 billion due to property and equipment purchases. CEO Andy Jassy said AWS, now at a $184 billion annual run rate, could become a trillion-dollar revenue business within five to 10 years; the author argues the worries about AI spending may be overdone and that Amazon is reasonably priced at 30x forward earnings.
- President Donald Trump Claims, "Tariffs Are Making Us Much Richer," but Economists Show They Have Unintended Consequences
President Trump has said tariffs are making the U.S. much richer and bringing in “trillions of dollars,” but the article cites research showing a more complicated picture. The Tax Foundation projects the tariffs will raise $1.426 trillion in revenue over 2026–2035, while also reducing full-time-equivalent employment by 338,000 jobs and cutting GDP by 0.4%. Three New York Fed economists estimate that the 2025 tariffs added 2.9 percentage points to goods price inflation by February 2026, and that without them goods prices would have fallen slightly. They estimate a 10% across-the-board tariff raises consumer goods prices by 2.6% after one year, mostly through pricier imports and partly through higher input costs for U.S. producers.
- Deputy PM: Electricity Prices Expected to Fall 2%, Gasoline Special Consumption Tax Cut to 0%
The government is directing Vietnam Electricity (EVN) to cut costs to lower retail electricity prices by about 2% until March 31, 2027, and plans to cut the special consumption tax on gasoline from 7% to 0% from November to the end of 2026, at a cost of about 4,000 billion VND. Deputy Prime Minister Nguyen Van Thang said these measures create about 0.07 percentage points of room to keep inflation within the National Assembly's 4.5% target, while nine-month CPI rose 4.52%. Nine-month GDP grew about 9.01%, but reaching 10% for the full year requires fourth-quarter GDP growth of 12.5%, which the government calls a very big challenge but not impossible. Public investment disbursement exceeded 720 trillion VND as of October 29, above 75% of the plan, and the government has allocated 3.15 million billion VND of the 3.42 million billion VND in medium-term public investment capital approved by the National Assembly.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.