18 Share Tips – 15th September 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 Mark Gardner of MPC Markets, Michael Gable of Fairmont Equities and Andrew Wielandt of DP Wealth Advisory 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.

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Mark Gardner, MPC Markets

BUY RECOMMENDATIONS

BUY – Polymetals Resources (POL)

This mining company is developing the high grade Endeavour silver-zinc-lead mine in the Cobar Basin in New South Wales. First cargo of 11,000 wet metric tonnes of zinc concentrate is scheduled to depart in October. Polymetals stands to benefit from a lean cost base, high grade assets and increasing institutional interest in silver as a monetary and industrial metal. We believe the company offers attractive upside potential. We see near term catalysts aligning with long term structural tailwinds.

BUY – Greatland Resources (GGP)

Greatland is a gold and copper producer, owning tier-1 assets in Western Australia, including 100 per cent of the Telfer mine. It’s also developing the Havieron gold and copper project. Fiscal year 2026 guidance of up to 310,000 ounces of gold from Telfer underpins a robust funding base. In its first seven months of operations in fiscal year 2025, the company generated $961.3 million in unaudited revenue from contract customers. It reported an unaudited net profit after tax of $337.3 million. The balance sheet is strong, with no debt at June 30. The outlook is bright, and the company offers re-rate potential and material upside, in our view.

HOLD RECOMMENDATIONS

HOLD – Telix Pharmaceuticals (TLX) 

Telix is a commercial stage biopharmaceutical company. On September 9, TLX announced it had reached an agreement with the US Food and Drug Administration on a re-submission pathway for its new drug application Pixclara, an investigational agent for the imaging of glioma, which is a rare and life-threatening brain cancer. Meanwhile, the company reported a 63 per cent increase in revenue to $US390.4 million in the first half of fiscal year 2025 and is on track to meet full year guidance. In our view, investors should consider waiting for regulatory clarity before reassessing their positions in TLX.

HOLD – Sigma Healthcare (SIG) 

The healthcare giant recently delivered a solid earnings update, reaffirming operational momentum and balance sheet strength. Its defensive business model, underpinned by resilient demand for healthcare services, should help it weather potential market softness, particularly as broader equity markets appear vulnerable to downside risks. Although near term valuation upside appears limited, Sigma’s stability and index support make it a prudent holding in the current environment.

SELL RECOMMENDATIONS

SELL – NextDC (NXT)

NXT operates a network of data centres. The company lifted total revenue to $427.2 million in fiscal year 2025, an increase of 6 per cent on the prior corresponding period. Total operating costs of $133.8 million were up 28 per cent. It reported a loss after tax of $60.5 million. The shares have risen from $13.99 on August 26 to trade at $17.335 on September 11. In our view, the company is priced beyond perfection, with its valuation hinging on relentless artificial intelligence-driven demand. Any slowing in AI demand, possibly in response to companies deferring investments due to global economic uncertainty, leaves NXT exposed to a correction. We would be inclined to cash in some gains at these levels.

SELL – Austal (ASB)

Austal is a global ship builder. Apart from Australia, the company also has shipyards in the US, Vietnam and the Philippines. It has service centres worldwide. The company generated revenue of $1.823 billion in fiscal year 2025, up 24.1 per cent on the prior corresponding period. Earnings before interest and tax of $113.4 million were up 100.8 per cent. The company has benefited from increasing global tensions and increased military spending. The shares have risen from $5.63 on July 14 to trade at $8.21 on September 11. Its shipbuilding expertise positions it as a key player, but the defence sector’s cyclical nature and reliance on government contracts adds volatility. It operates in a fiercely competitive industry, so investors may want to consider taking some profits at these levels. We believe the stock’s premium valuation will be challenging to sustain.

Michael Gable, Fairmont Equities

BUY RECOMMENDATIONS

BUY – Bannerman Energy (BMN)

Bannerman is a uranium development company with its flagship Etango project in Namibia. The company recently announced a major offtake agreement starting in 2029. I remain bullish on uranium miners, and BMN is displaying strong signs that it’s bottomed out and is ready to rally further from here. After the peak in late June, BMN then pulled back to consolidate. The shares have risen from $2.35 on August 20 to trade at $3.50 on September 11.

BUY – Worley (WOR)

Worley is a provider of global engineering, advisory and project management services to the oil, gas, mining, power and infrastructure sectors. Statutory net profit after tax of $475 million in full year 2025 was up 29 per cent on the prior corresponding period. Aggregated revenue of $12.05 billion was up 4 per cent. The company is targeting higher growth in revenue and underlying earnings before interest and tax in fiscal year 2026. After trading ex-dividend on September 2, the share price managed to find further buying support, which is a bullish sign the stock price should move higher from here.

HOLD RECOMMENDATIONS

HOLD – VanEck Gold Miners ETF (GDX)

I recommended GDX in TheBull.com.au as a buy on April 14 when the share price was $80.08. The ETF was trading at $103.60 on September 11. I have been bullish on gold for several years and remain so moving forward. Central banks are continuing to buy gold. Investors are starting to allocate more of their capital to gold in response to fears of increasing US Government debt and general global uncertainty. GDX provides investors with exposure to a diversified portfolio of gold mining companies. After initially peaking in April, the gold price traded sideways for a few months before experiencing resistance near $US3450. It recently broke above that resistance line, and I expect the gold price to test $US4000 an ounce during 2025.

HOLD – Aristocrat Leisure (ALL)

Aristocrat is a global gaming content and technology company. It continues to gain market share with the roll-out of online gaming, which is lifting revenue and earnings over time. The company generated normalised operating revenue of $3.034 billion in the first half of fiscal year 2025, an increase of 8.7 per cent on the prior corresponding period. The shares have been enjoying favourable momentum, increasing from $64.36 on June 27 to trade at $69.20 on September 11.

SELL RECOMMENDATIONS

SELL – Transurban Group (TCL)

The company generates revenue from toll roads in Australia, the United States and Canada. The company reported a 2.2 per cent increase in average daily traffic across all markets in full year 2025. Statutory profit after tax of $178 million from ordinary activities in full year 2025 was down 52.4 per cent. The share price has been largely range bound for several years and, in my view, was recently at the top of its trading range. The recent dividend yield of 4.5 per cent has no franking.  In my view, the shares are vulnerable to downside towards the lower end of its trading range near $12.

SELL – Accent Group (AX1)

Accent is a footwear retailing giant with 892 stores across Australia and New Zealand. Total sales, including franchisees, of $1.62 billion in fiscal year 2025 was up 0.8 per cent on the prior corresponding period. Net profit after tax of $57.6 million was down 3.1 per cent. The full year dividend was 7 cents compared to 13 cents in full year 2024. Fiscal year 2026 guidance was below my expectations. The stock is in a downtrend on the share price chart. I believe the shares will remain under pressure in the absence of strong buying support.

Andrew Wielandt, DP Wealth Advisory

BUY RECOMMENDATIONS

BUY – Betashares Australian Quality ETF (AQLT)

This fund, comprising 40 high quality Australian companies, aims to outperform the S&P/ASX 200 Index over the long term. Recent portfolio holdings include Wesfarmers, BHP Group, Telstra and National Australia Bank. The fund targets companies with a high return on equity, low leverage and relative earnings stability. Fund returns after fees stood at 23.5 per cent for the 12 months to August 29. I hold this ETF in my self managed super fund.

BUY – Plato Global Alpha Fund Complex ETF (PGA1)

The fund aims to outperform the MCSI world net return index by 4 per cent per annum after fees over the medium to long term. Returns are unhedged in Australian dollars. The fund invests in diversified companies across the globe offering value, growth and quality. In August, the fund delivered a return of 1.59 per cent after fees, outperforming the MSCI world benchmark by 0.65 per cent. Since its inception in September 2021, the fund has achieved an annualised return of 24.74 per cent after fees, outperforming the benchmark by 12.51 per cent per annum. Nvidia, Microsoft and Amazon are among the top 10 total return contributors in the past 12 months. The company’s diversified international exposure and potential outperformance above the benchmark are appealing. I hold this ETF in my self managed super fund.

HOLD RECOMMENDATIONS

HOLD – HUB24 (HUB)

This investment and superannuation platform provider is a strong performer. It generated total revenue of $406.6 million in fiscal year 2025, up 24 per cent on the prior corresponding period. Statutory net profit after tax of $79.5 million was up 68 per cent. Total funds under administration reached $136.4 billion, an increase of 30 per cent. The number of active advisors using the HUB24 platform increased to 5097 in fiscal year 2025, up 13 per cent. The shares should be supported by a sound return on equity and profit margin. However, a strong share price performance and demanding price/earnings ratio leaves HUB as a hold at this point.

HOLD – Aussie Broadband (ABB)

ABB is the fifth largest broadband services provider in Australia. Revenue from ordinary activities of $1.187 billion in fiscal year 2025 was up 18.7 per cent on the prior corresponding period. Net profit after tax of $32.8 million was up 24.5 per cent. Broadband connections of 788,000 across the group were up on the previous year. Aussie was rewarded by investors after announcing the sale of its discount brand Buddy Telco to Tangerine Telecom for about $8 million. The stock was recently trading around consensus, so we retain a hold recommendation.

SELL RECOMMENDATIONS

SELL – Appen (APX)

Appen is an artificial intelligence data services provider. Google terminated its global service agreement with Appen in March 2024. Revenue, excluding Google, was up 2 per cent to $US102.1 million in the first half of fiscal year 2025. Revenue, including Google, was down 10 per cent. The company reported a loss after tax of $US19.263 million. The shares have fallen from $4.37 on August 15, 2022, to trade at 82.5 cents on September 11, 2025. Appen is forecasting full year revenue to be at the lower end of its range of between $US235 million and $US260 million. Other stocks offer brighter prospects, in our view.

SELL – Michael Hill International (MHJ)

This international jewellery company reported challenging retail trading conditions across its markets, particularly in New Zealand. Group revenue of $643.7 million in fiscal year 2025 was down 0.2 per cent on the prior corresponding period. Comparable earnings before interest and tax of $15.3 million was down from $15.9 million in the previous year. No final dividend was declared. The shares have fallen from 58 cents on January 3 to trade at 36 cents on September 11. We expect the shares to remain under pressure until retail trading conditions clearly improve.

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