18 Share Tips – 19th May 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 Stuart Bromley of Medallion Financial Group, Arthur Garipoli of Seneca Financial Solutions and Peter Day of Sequoia Wealth Management 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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Stuart Bromley, Medallion Financial Group

BUY RECOMMENDATIONS

BUY – Mineral Resources (MIN) 

MIN is a diversified resources company, with extensive operations in lithium, iron ore, energy and mining services across Western Australia. The share price closed at $14.40 on April 9. Identifying value, buyers have since stepped in to see the share price trading at $26.67 on May 15. The iron ore and lithium mining divisions still appear heavily undervalued at this point. We note MIN’s high debt carries risk, but the stock presents as an appealing opportunity provided the company doesn’t need to raise capital.

BUY – NexGen Energy (Canada) (NXG)

The company’s Rook I project is under development, and it may lead to NXG becoming one of the world’s biggest and lowest cost uranium miners. The project is expected to deliver up to 30 million pounds of high grade uranium a year. Expanding production is expected to push its initial mine life of 11.7 years out to 24 years. Optimism about uranium prices is assisting uranium companies, as the transition to cleaner energy gathers momentum. Across the broader industry, there’s more than 50 nuclear modular reactors under construction, mostly in China and India.

HOLD RECOMMENDATIONS

HOLD – DigiCo Infrastructure REIT (DGT) 

DGT is a diversified owner, operator and developer of data centres. DGT has been one of the most disappointing listings in recent years. Shares in DGT were priced at $5 in the initial public offering prior to listing on the ASX on December 13, 2024. The shares were trading at $3.29 on May 15. But there is potential optimism moving forward. DGT is only five months into a multi-year data centre expansion plan. In our view, the current price doesn’t factor in the growth possibilities.

HOLD – GQG Partners (GQG) 

GQG is a high quality global fund manager recently trading on an appealing dividend yield. Fund inflows for the financial year to April 30 have been strong at $6 billion. Typically, GQG charges a funds under management fee and not performance fees, so fee income should be far less volatile than other funds management businesses whose cash flows are more reliant on performance.

SELL RECOMMENDATIONS

SELL – Seven West Media (SWM) 

The media company owns the Seven Network and its affiliate channels and major newspapers. Group revenue of $727 million in the first half of fiscal year 2025 was down 6 per cent on the prior corresponding period. EBITDA of $92 million was down 26 per cent. Total TV advertising revenue was down 6 per cent. The shares have fallen from 55 cents on May 23, 2022, to trade at 16.5 cents on May 15, 2025. This diversified media company faces structural issues due to its reliance on a shrinking free-to-air TV ad market amid fierce competition. Traditional print media continues to be a low growth, high cost product offering.

SELL – Lifestyle Communities (LIC) 

The company develops, owns and manages independent living, residential land lease communities.The retirement community sector has been plagued with negative press after LIC’s fee structure came under intense scrutiny in 2024. Legal proceedings from claims made against LIC were recently before the Victorian Civil and Administrative Tribunal. The shares have fallen from $13.50 on May 16, 2024, to trade at $7.62 on May 15, 2025. To preserve capital, the company didn’t declare a dividend in its first half result in fiscal year 2025.

Arthur Garipoli, Seneca Financial Solutions

BUY RECOMMENDATIONS

BUY – NextDC (NXT)

This data centre operator recently announced it had won a 50MW (megawatts) artificial intelligence development deal at its Melbourne facility. The company recently reiterated fiscal year 2025 revenue and EBITDA guidance amid lifting capital expenditure guidance to meet additional demand. NXT is well placed for ongoing structural data growth, which is accelerating data centre demand. NXT is expected to expand its footprint and continue winning new contracts, which should provide meaningful earnings upside.

BUY – Energy One (EOL)

Energy One is a global supplier of software products and services to the wholesale energy, environmental and carbon trading markets. The company has a dominant 50 per cent market share in Australia and is actively expanding its footprint in European markets. About 90 per cent of Energy One’s revenue is recurring, supporting a robust business model that’s delivering 20 per cent annual earnings growth. Despite this strong performance, the company remains undervalued, trading at a significant discount to comparable software peers. With solid earnings momentum, high revenue visibility and a clear pathway to a market re-rating, we believe Energy One represents compelling value at current levels.

HOLD RECOMMENDATIONS

HOLD – Woolworths Group (WOW)

This supermarket operator recently announced group sales of $17.3 billion in the third quarter of fiscal year 2025, up 3.2 per cent on the prior corresponding period. The result suggests positive signs are emerging, but a recovery will take time. If WOW can successfully execute its strategy, sustain cost discipline, take market share from rival Coles and improve returns in its underperforming Big W business, then share price gains should follow suit.

HOLD – Imdex (IMD)

This mining services company recently provided a market update that was weaker than expected, but the outlook was cautiously optimistic. Resource companies have reported an increase in exploration budgets, which are expected to remain elevated through fiscal year 2026, particularly in a higher gold price environment. Imdex is a dominant global player in its field, so it’s well positioned to benefit from any upside in exploration activity.

SELL RECOMMENDATIONS

SELL – ASX Limited (ASX)

This stock market exchange operator benefited from an uplift in market activity following the Trump Administration’s “Liberation Day” tariffs announcement on April 2. While a stronger near-term revenue backdrop aids fiscal year 2025 earnings, this trend may not continue into fiscal year 2026. Upside may be capped given execution and regulatory risks surrounding the replacement of CHESS. The recent run in the share price may be an opportune time to lock in profits.

SELL – Telstra Group (TLS) 

The share price of this telecommunications giant has enjoyed a strong run in the past 12 months. The shares have risen from $3.69 on May 16, 2024, to trade at $4.485 on May 15, 2025. Telstra is a defensive stock that’s benefited from the market turmoil following the Trump Administration’s introduction of steep tariffs on April 2. Investors concluded that TLS would be insulated from the trade war. However, moving forward, investors may switch out of defensive plays if it becomes apparent the 90-day suspension on the steepest tariffs between China and the US will be extended, or a mutually favourable outcome between the two countries is negotiated. Given the uncertainty, Telstra investors may want to consider taking advantage of the higher price by locking in some gains.

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Peter Day, Sequoia Wealth Management

BUY RECOMMENDATIONS

BUY – Newmont Corporation (NEM)

This mining giant reported attributable gold production of 1.54 million ounces in the first quarter of fiscal year 2025 at an all-in-sustaining cost of $US1651 an ounce. Net cash of $US2.031 billion from operating activities of continuing operations beat expectations. NEM expects incremental improvements in production and costs during the remainder of fiscal year 2025. We see further upside in NEM flowing from further share buybacks, and volume and cost improvements across gold and copper.

BUY – Northern Star Resources (NST)  

This Australian gold miner recently downgraded full year 2025 production guidance in response to operational challenges at its Kalgoorlie Consolidated Gold Mines. The company cut full year production to between 1.63 million ounces and 1.66 million ounces. Previous guidance was between 1.65 million ounces and 1.8 million ounces. Cost guidance was revised upwards. Delayed access to the Golden Pike North zone contributed to the revision. We note the issues driving the adjustment aren’t systemic and unlikely to materially hinder the future growth pipeline. We believe the NST share price sell-off was overdone. NST remains our preferred gold major.

HOLD RECOMMENDATIONS

HOLD – Evolution Mining (EVN)

The company produced 179,778 ounces of gold in the 2025 March quarter. It produced 19,450 tonnes of copper. The all-in-sustaining cost of $US1014 an ounce is among the lowest in the sector. Record group mine operating cash flows of $600 million was up 7 per cent quarter on quarter. The cash balance increased by $141 million to $661 million. EVN has exposure to further possible upside from gold and copper price tailwinds. However, at this point, we believe the stock is fully valued.

HOLD –  oOh!Media (OML)

This out-of-home media company generated revenue of $636 million in full year 2024. EBITDA of $286.5 million was up 3 per cent. The revenue outlook is solid. We have modestly upgraded our revenue growth forecasts from 8 per cent to 10 per cent to reflect improving market share gains supported by new contracts. We expect earnings to grow modestly between fiscal years 2025 and 2027.

SELL RECOMMENDATIONS

SELL – WiseTech Global (WTC)

WiseTech develops and provides software solutions to the global logistics industry. The share price has been volatile in 2025 in response to boardroom upheaval leading to the resignation of four independent, non-executive directors. The shares fell from $129.90 on February 7 to close at $74.83 on April 4. The shares have bounced to trade at $102.79 on May 15. The company is continuing to evaluate acquisition opportunities. WTC reported a strong first half result in fiscal year 2025. However, given the uncertain global trading environment and the recent rapid share price rise, investors may want to consider cashing in some gains.

SELL – JB Hi-Fi (JBH)

The consumer electronics giant is a quality performer. JB Hi-Fi’s Australian operations grew total sales by 6.5 per cent in the third quarter of fiscal year 2025. Total JB Hi-Fi sales in New Zealand soared by 17.5 per cent. Investors have rewarded the company’s performance, with the shares increasing from $86 on April 7 to trade at $103.65 on May 15. At these levels, we believe investors have priced the shares to perfection and leave little room for error in an Australian economy grappling with a cost of living crisis. We believe the shares are way overvalued. Investors may want to consider taking some money off the table.

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The above recommendations are general advice and don’t take into account any individual’s objectives, financial situation or needs. Investors are advised to seek their own professional advice before investing. Please note that TheBull.com.au simply publishes broker recommendations on this page. The publication of these recommendations does not in any way constitute a recommendation on the part of TheBull.com.au. You should seek professional advice before making any investment decisions.