Stock Tips: Some pretty Flash resources-extraction tech is in frame this week

It’s no easy gig analysing share prices and company performance but somebody’s got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations. 

Sean Conlan – Leyland Private Asset Management

BUY

Metallium (ASX:MTM)

MTM’s patented Flash Joule Heating (FJH) technology enables the extraction of high-value materials, including gallium, germanium, antimony, rare earth elements and gold, from feedstocks such as refinery scrap, e-waste, and monazite.

Beetaloo Energy Aust (BTL)

The path to gas production is now in clear view with the Carpentaria-5H well drilled and completed with first production flow test results expected in October.

 HOLD

Iluka Resources (ASX:ILU)

ILU recently made the decision to suspend Cataby for ~12 months and SR2 for ~6 months on subdued demand for mineral sands and associated downstream products.

Woodside Energy Group (ASX:WDS)

It is difficult to become more positive on WDS given the weakening oil and LNG macro, the company’s gearing level and work program ahead.

SELL

Magellan Financial Group (ASX:MFG)

We see downside risks to cons, with our FY26E EPS 7% below due to lower associate profits, higher sub-advisory fees and lower distribution income.

New Hope Corp (ASX:NHC)

NHC’s outlook for Bengalla, New Acland and Maxwell were lower than expectations. As a result, we cut FY26E production by 8% and rate NHC a sell on a weaker production and earnings outlook.

Chris Watt – Bell Potter Securities

BUY

GenusPlus Group (ASX:GNP)

GenusPlus is well-positioned to benefit from long-term investment in renewable energy and transmission infrastructure. A $2.0bn orderbook and EBITDA growth guidance of 20–25% in FY26 support continued outperformance. Margin strength across Energy and Engineering reinforces its peer-leading growth outlook.

Worley (ASX:WOR)

Worley delivered a robust FY25 result, with solid earnings and cash conversion. FY26 margin guidance exceeded consensus. A growing project backlog, especially in LNG and transition energy, along with further diversification in earnings reduce cyclicality risks.

HOLD

IGO (ASX:IGO)

IGO faces strategic uncertainty as Nova nears closure and Kwinana continues to burn cash. While Greenbushes remains valuable, the company’s limited near-term cash generation and unclear growth strategy warrant a hold.

Telstra (ASX:TLS)

Telstra posted solid FY25 earnings and declared a 9.5c fully franked yield. However, we believe the stock is trading around fair value, with only modest earnings growth ahead.

SELL

Domino’s Pizza Enterprises (ASX:DMP)

Domino’s reported a FY25 statutory loss and cut its dividend. Soft FY26 trading and slowing same store sales growth, along with elevated gearing raise concerns.

Endeavour Group (ASX:EDV)

Endeavour’s retail segment continues to face headwinds from weak liquor sales, margin pressure, and regulatory risks. While valuation is low, near-term catalysts are lacking.

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