18 Share Tips – 1st December 2025

Welcome to this week’s edition of 18 Share Tips – our weekly selection of top ASX shares, chosen by leading analysts, that we think are worth considering.

This week Niv Dagan of Peak Asset Management, Stuart Bromley of Medallion Financial Group and John Athanasiou of Red Leaf Securities share their ‘Buy’, ‘Hold’ and ‘Sell’ recommendations.

Please note these share tips are simply recommendations and are in no way intended as financial advice. These share tips are general advice and don’t take into account any individual’s financial situation. Investors are advised to seek professional financial advice before investing.

Sign up to our mailing list and get our weekly batch of share tips sent straight to your inbox, every Monday.

Early Access to 18 Share Tips

Every Monday at 9AM, thousands of investors scramble to read the same tips at the same time. Prices move. Opportunities disappear. You’re always one step behind.

But with The Bull Premium you get access to 18 Share Tips on Friday morning, giving you 3 extra days to prepare.

So while others read Monday’s tips, you’re already positioned to win.

Niv Dagan, Peak Asset Management

BUY RECOMMENDATIONS

BUY – Eclipse Metals (EPM)

Eclipse Metals is an exploration company. It’s focused on unlocking critical minerals potential in Greenland. The company recently raised $4 million via a placement to institutional, professional and sophisticated investors. The proceeds will fund an ongoing diamond drilling program at the Gronnedal project, targeting resource growth and a shift from the inferred to indicated category. Metallurgical test work places EPM among the more competitive western rare earth developers. EPM offers a globally significant resource in a secure jurisdiction. EPM announced in October it was intending to pursue a listing on the NASDAQ Stock Market, with the objective of enhancing global visibility and access to North American investors.

BUY – Tasman Resources (TAS)

This Australian explorer offers strategic exposure to precious and base metals, including gold, silver, copper, zinc, lead, nickel and uranium, across South Australia’s highly prospective Gawler Craton, The company’s flagship Lake Torrens IOCG Project is located near BHP’s Olympic Dam operation, one of the world’s most significant iron-oxide-copper-gold discoveries. Tasman operates Lake Torrens through a joint venture with Fortescue (FMG). Tasman has 49 per cent. This partnership provides technical strength, steady exploration funding and strong third-party validation of the project’s underlying prospects, while preserving shareholder leverage to discovery.

HOLD RECOMMENDATIONS

HOLD – Locksley Resources (LKY)

This US-focused critical minerals explorer is targeting high grade rare earth elements and antimony in California. The project is strategically located given it’s only 1.4 kilometres from Mountain Pass, the only producing rare earth element mine in North America. On November 17, the company announced a partnership with Columbia University, which it expects to strengthen its rare earth recovery capability amid expanding the mine-to-market critical minerals platform. This latest development complements LKY’s existing green DeepSolv antimony processing partnership with Rice University. LKY’s active engagement comes at a time when the US is expanding critical minerals development.

HOLD – Livium (LIT)

Livium is a battery recycler via its wholly owned subsidiary Envirostream, a profitable business focused on recovering valuable materials from end of life batteries. The company recently raised $4.5 million via a placement to institutional and sophisticated investors. The proceeds will go towards accelerating battery recycling and pursing rare earth element and photovoltaic (PV) recycling. While Livium has delivered strong operational and strategic momentum, the share price has already re-rated.

SELL RECOMMENDATIONS

SELL – Steadfast Group (SDF)

Steadfast operates a large general insurance broker network. Steadfast has materially reduced fiscal year 2026 premium rate expectations, cutting Australian premium growth guidance from between 3 per cent and 5 per cent to between 1 per cent and 2 per cent. While underlying net profit after tax  guidance remains between $315 million and $325 million in fiscal year 2026, the company is increasingly reliant on acquisitions and cost-out initiatives to meet earnings targets. Structural pressures in insurance broking are intensifying. The shares have fallen from $6.63 on October 28 to trade at $5.225 on November 27.

SELL – Accent Group (AX1)

Accent is a footwear retailing giant with 892 stores across Australia and New Zealand. The company recently downgraded earnings before interest and tax (EBIT) guidance for fiscal year 2026 to between $85 million and $95 million. The company generated EBIT of $110.2 million in full year 2025. The retail environment remains challenging as cost-of-living pressures are driving consumers to defer discretionary purchases and seek value. Despite the share price correction, valuation risk remains given the earnings downgrade and structural margin headwinds. Near term catalysts are limited.

Stuart Bromley, Medallion Financial Group

BUY RECOMMENDATIONS

BUY – Carma (CMA)

The company’s recent initial public offering generated much interest at $2.70 a share. But listing during the recent sharemarket rout has impacted CMA’s share price. The shares were trading at $1.70 on November 27. CMA’s online technology platform involves buying and selling used cars from a warehouse facility rather than traditional car yards. We believe CMA has the right management and board to disrupt the industry in Australia. We’re particularly encouraged by the inclusion of the former REA Group chief executive Owen Wilson taking on the role as chairman.

BUY – Aristocrat Leisure (ALL)

Aristocrat remains a high quality global gaming leader with strong intellectual property, dominant market share in North American gaming operations and a large base of recurring digital revenue supporting its long term resilience. Its $750 million share buy-back program adds support to earnings and signals management confidence in value creation. The company generated revenue growth of 11 per cent in full year 2025 when compared to the prior corresponding period. Net profit after tax was up 9.4 per cent.

HOLD RECOMMENDATIONS

HOLD – Life360 Inc. (360)

Life360 is the leading family safety and location sharing platform across the US, UK and Australia. It operates a capital-light, highly scalable subscription model with growing ad partnerships. Despite recent share price weakness tied to investor concerns about its $US120 million acquisition of Nativo amid a rotation out of technology stocks into defensive companies, the business fundamentals of Life360 remain strong. Revenue is growing at an impressive pace, subscriber numbers continue to accelerate and management has upgraded full year guidance. We view current share price levels as an attractive opportunity to at least hold or accumulate a quality growth business with a long runway ahead.

HOLD – Goodman Group (GMG)

Goodman Group continues to position itself as a global leader in industrial property, supported by high quality tenants, such as Amazon, Samsung, Telstra, Coles and Australia Post. Its portfolio remains robust, with strong occupancy amid long lease terms and a conservative balance sheet relative to peers. With most new development geared towards data centres and artificial intelligence-driven infrastructure, Goodman is well placed to benefit from long term structural growth. We view Goodman as a high quality, long term firm that we’re happy to hold.

SELL RECOMMENDATIONS

SELL – Commonwealth Bank of Australia (CBA)

While the CBA remains a solid business over the long term, the share price looks expensive at current levels. Recently trading on a price/earnings ratio of about 25 times and a modest dividend yield of about 3.15 per cent, its valuation sits well above global peers. Also, the company recently suffered its worst sell-off in four years following the release of first quarter results in fiscal year 2026, which flagged higher operating costs, a weaker net interest margin (NIM) and a lower-than-expected common equity tier 1 capital ratio of 11.8 per cent, which is still above the Australia Prudential Regulation Authority minimum of 10.25 per cent.

SELL – RPMGlobal Holdings(RUL)

RUL is a high quality mining software business, operating as a pure play software-as-a-service provider to major mining clients and state governments. However, RUL received a takeover offer at $5 a share. An RUL shareholder vote regarding the takeover proposal is scheduled for December 19. The stock was trading at $4.91 on November 27, so upside is limited. With many quality large market capitalisation stocks now trading at meaningful discounts, we believe it’s more beneficial to sell and redeploy the capital into more attractive opportunities.

John Athanasiou, Red Leaf Securities

BUY RECOMMENDATIONS

BUY – CSL (CSL)

This biotechnology company is massively oversold, in our view. CSL offers a rare chance to buy a global plasma therapy powerhouse at a discount. Its $1.5 billion US investment strengthens the core Behring business and secures long term immunoglobulin supply. Its planned transformational restructuring is expected to unlock between $500 million and $550 million over three years, turbocharging cash flow. Share buy-backs, a rising dividend and secular demand tailwinds for chronic therapies point to significant upside if management can successfully execute its strategy.

BUY – Straker (STG)

The company provides next generation language services. Straker is solidifying its position in the fast-growing artificial intelligence(AI) and translation markets. Straker has renewed a $NZ28 million, three-year deal with IBM, which deepens AI co-innovation and embeds Straker in IBM’s global ecosystem. The move to AI token billing and proprietary small language models (SLMs) paints a brighter outlook for investors seeking global AI exposure. Revenue of $19.3 million in the first half of 2026 was down 15.3 per cent on the prior corresponding period. However, the company re-affirmed full year revenue guidance of between $38 million and $41 million and positive adjusted EBITDA.

HOLD RECOMMENDATIONS

HOLD – Commonwealth Bank of Australia (CBA)

CBA remains a high quality, profitable bank with strong capital ratios and a solid dividend, providing stability in a competitive sector. Upside is limited by an expensive valuation, margin pressure and economic risks, including elevated household debt and potential loan defaults. Retail and lending growth may slow amid a cooling housing market and possible rising interest rates. Fundamentals are intact, but these headwinds suggest caution. Holding CBA provides exposure to reliable earnings and dividends. We suggest investors monitor credit conditions and market trends.

HOLD – Northern Star Resources (NST)

This gold miner has solid fundamentals, strong cash flows and a growing project pipeline, but upside is tempered by key risks. Major growth projects, including KCGM (Kalgoorlie Consolidated Gold Mines) mill expansion and the Hemi development are capital intensive with execution uncertainty. Costs are under pressure, and earnings remain exposed to volatile gold prices, which increases uncertainty. Until a clearer picture emerges in relation to project delivery and commodity stability, a hold position is prudent.

SELL RECOMMENDATIONS

SELL – DroneShield (DRO)

The company provides artificial intelligence based platforms for protection against advanced threats, such as drones and autonomous systems. The stock plunged after disclosures to the ASX revealed DRO directors had been selling their holdings. The company announced that November contracts were inadvertently marked as new ones rather than revised contracts due to an administrative error. In our view, such an error raises governance and confidence concerns among investors. The shares have fallen from $6.60 on October 9 to trade at $1.997 on November 27. We believe the shares will remain under pressure.

SELL – Monash IVF Group (MVF)

MVF is a fertility services company. The company recently rejected a takeover offer of $312 million from a consortium comprising Genesis Capital at 80 cents a share. The Monash board unanimously determined that the takeover proposal materially undervalued Monash and was not in the best interests of company shareholders as a whole. Monash shares soared on news of the takeover proposal and closed at 88 cents on November 24. Prior to the proposal, Monash shares had been struggling this year after two embryo mix ups at its clinics in Melbourne and Brisbane negatively impacted its reputation. We suggest investors take advantage of the premium built into the takeover proposal and sell some stock. The shares were trading at 85.7 cents on November 27.

Don’t Buy Just Yet

You will want to see this before you make any decisions.

Before you decide which shares to add to your portfolio you might want to take a look at this special report we recently published.

Our experts picked out The 5 best ASX shares to buy in 2025.

We’re giving away this valuable research for FREE.

Click below to secure your copy

Related Articles:

• A Beginner’s Guide to CFD Trading in Australia
• How to Start Stock Trading in Australia
• The Best CFD Trading Platform in Australia
• The Best Auto Trading Platforms in Australia