Fortescue Ltd (ASX: FMG): Strong Cash Flows and Dividends in a Cyclical Iron Ore Market
Fortescue Ltd is a low-cost iron ore producer with strong cash flow and attractive fully franked dividends, but earnings remain highly exposed to iron ore prices and Chinese demand. Trading around mid-cycle valuation levels, the stock looks fairly valued, with upside dependent on stronger commodity prices and successful expansion into magnetite and green energy.
Mineral Resources (ASX: MIN): An undervalued ASX miner facing an important resistance level
Mineral Resources is emerging from a heavy investment phase as the Onslow Iron project reaches scale, driving a sharp recovery in earnings and cash flow. With iron ore production ramped up and lithium assets backed by a major POSCO partnership, the business is now showing the financial benefits of years of expansion. Despite the turnaround, the stock still appears undervalued relative to its long‑term earnings, cash‑flow potential, and asset base.
New Murchison Gold (ASX: NMG): Pay for the Current Gold, Get the Exploration Potential for Free
New Murchison Gold Limited is a small Australian gold producer operating the Crown Prince mine in Western Australia. The company recently transitioned from exploration to production and is generating strong cash flow from high-grade ore sold to Westgold Resources Limited. Exploration at nearby targets and potential underground mining could extend the project’s life and add future growth potential.
Coal prices are rallying amid the ongoing energy crisis. How to get exposure on the ASX?
Coal prices are rising as global energy disruptions, particularly gas supply issues linked to Middle East tensions, push utilities to switch to coal as a reliable fallback fuel. Strong electricity demand in Asia and limited short-term alternatives are further supporting demand. Australian coal producers are well positioned to benefit, with higher prices boosting margins and cash flow, making ASX-listed coal stocks a direct way to gain exposure to this trend.
Rising fuel costs are accelerating EV sales, and these ASX lithium stocks stand to gain the most.
Rising fuel costs are speeding up EV adoption, with global sales surpassing 20 million in 2025 and now over 20% of new car sales. This directly boosts lithium demand, positioning ASX lithium stocks to benefit from both EV growth and pricing cycles.
How much higher can the breakout in Liontown's (ASX: LTR) share price take it?
Liontown Resources has rallied on stronger lithium prices, improving production at Kathleen Valley, and a healthier balance sheet after reducing debt. Rising EV and battery demand plus new offtake deals have lifted sentiment. The stock is now approaching key resistance around A$2.20, where the next breakout or pullback will likely be decided.