18 Share Tips – 21st July 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 Damien Nguyen of Morgans, Nathan Lodge of Securities Vault and Dylan Evans of Catapult Wealth 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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Damien Nguyen, Morgans

BUY RECOMMENDATIONS

BUY – Domino’s Pizza Enterprises (DMP)

DMP was sold off aggressively on July 2 following the shock resignation of its chief executive officer. The shares closed at $16.96 on July 2. The shares were trading at $18.19 on July 17. Substantial shareholder and chairman Jack Cowin has assumed the role of executive chair on an interim basis, which has allayed some investor concerns. The company is focused on improving margins and refocusing on franchise operations, which, we believe, could deliver strong share price returns in the long term. We view the current share price as an attractive entry point for long term growth investors.

BUY – WiseTech Global (WTC) 

WTC is a global logistics software provider with a strong growth outlook. Given increasing demand for smarter, more efficient freight solutions, WiseTech is well positioned to benefit. We believe the share price will continue to grind higher over coming years, driven by WTC’s superior supply chain software and expanding global reach.  Furthermore, the company’s consistent profitability, expanding international footprint and strong product adoption make it a compelling buy for long term investors.

HOLD RECOMMENDATIONS

HOLD – Northern Star Resources (NST) 

NST is one of Australia’s leading gold producers. The stock was recently down by almost 30 per cent from its 2025 peak, driven by softer-than-expected production and a cost-heavy outlook for fiscal year 2026. Operational challenges at key sites and planned shutdowns raised concerns, but the company still delivered within guidance for fiscal year 2025 and maintains a strong balance sheet. For existing investors, it may be worth staying the course. Combined with a positive outlook for gold prices, the company has scale and solid assets which could support a recovery in its share price once operational headwinds ease.

HOLD – Xero (XRO) 

The share price of this global accounting software provider has performed strongly since April. It recently completed a sizeable capital raising to buy a company to accelerate its US expansion plans. While business fundamentals remain solid and are expected to deliver strong growth over the coming years, potential investors may want to wait for a more attractive entry point. For existing holders, it makes sense to stay invested and monitor how the company executes its growth plans.

SELL RECOMMENDATIONS

SELL – Lifestyle Communities (LIC) 

The company develops, owns and manages independent living, residential land lease communities.  Lifestyle Communities has faced a series of challenges. Leadership changes and ongoing legal proceedings regarding its fee structure have disrupted operations. While some analysts remain optimistic, some uncertainty surrounding business issues make it a less attractive option for investors seeking stability. Selling now could enable investors to reallocate funds to more predictable opportunities. The shares have fallen from $8.82 on January 2 to trade at $4.56 on July 17.

SELL – Computershare (CPU) 

This share registry services company is well managed and a consistent performer. But its recent share price performance has been relatively flat. As we anticipate moving into a lower interest rate environment, earnings growth may come under pressure as its margin income shrinks on client cash balances. We suggest existing investors who have done well out of CPU to consider selling and rotating into stocks with stronger upside potential.

Nathan Lodge, Securities Vault

BUY RECOMMENDATIONS

BUY – Gold Hydrogen (GHY)

This company is at the forefront of exploring and developing naturally occurring hydrogen and helium resources in South Australia, positioning itself as a pioneer in this emerging industry. The Ramsay project has yielded encouraging results, with natural hydrogen purity levels reaching up to 95.8 per cent and helium concentrations of 17.5 per cent. These findings underscore the project’s potential to become a significant source of clean energy. The company recently received binding investment commitments of $14.5 million from the Toyota Motor Corporation, Mitsubishi Gas Chemical and ENEOS Xplora. This strategic partnership not only provides substantial capital, but also validates Gold Hydrogen’s potential growth.

BUY – Prescient Therapeutics (PTX)

Prescient Therapeutics is a clinical stage oncology company. The company is developing personalised medicine approaches to cancer, including targeted and cell therapies. Its innovative pipeline is making clinical advancements. A lead drug candidate PTX-100, a first-in-class inhibitor targeting geranylgeranyl transferase-1 (GGT-1), has progressed to Phase 2a trials after showing encouraging safety and efficacy in earlier studies. The company has extended its share purchase plan until Tuesday, July 22, targeting to raise up to $7 million. New shares will be issued at 4 cents. The shares were trading at 4.4 cents on July 17. Biotechnology companies, by their very nature, carry inherent risk. But the rewards can be fantastic if a company can deliver successful results.

HOLD RECOMMENDATIONS

HOLD – Amplia Therapeutics (ATX)

This Australian pharmaceutical company is advancing a pipeline of focal adhesion kinase inhibitors for cancer and fibrosis. It has a particular development focus on pancreatic and ovarian cancers. The company’s ongoing ACCENT trial for advanced pancreatic cancer has yielded encouraging results, including a second confirmed complete response and a pathological complete response — both rare outcomes in this patient population. These positive clinical outcomes have contributed to a substantial increase in Amplia’s share price, with the stock rising from 5 cents on June 3 to trade at 29 cents on July 17.

HOLD – Krakatoa Resources (KTA) 

KTA is an Australian mineral exploration company focusing on critical and precious metals. Its diverse portfolio includes the Zopkhito antimony-gold project in Georgia and several Australian projects targeting rare earth elements (REE), niobium, lithium and gold. Krakatoa is advancing the Zopkhito project, which boasts a foreign mineral resource estimate of more than 26,000 tonnes of antimony and more than 800,000 ounces of gold. A 10,000 metre maiden drilling campaign started in June 2025, aiming to validate and expand these resources. Exploration at Mt Clere has identified significant niobium-REE anomalies, with recent gravity surveys delineating promising targets for future drilling.

SELL RECOMMENDATIONS

SELL – DevEx Resources (DEV)

DEV is an Australian exploration company with a diversified portfolio targeting uranium and rare earth elements (REE). It holds 14,000 square kilometres of prospective ground in the Northern Territory. The Kennedy REE advanced exploration project is in North Queensland. Despite its strategic focus on critical minerals, the shares have fallen from 28 cents on July 18, 2024, to trade at 8.3 cents on July 17, 2025. In our view, the significant share price fall suggests waning investor confidence. The company reported a loss of $6.4 million for the half year ending December 31, 2024, which was up on the prior corresponding period.

SELL – Sky Metals (SKY) 

The company’s Tallebung project in New South Wales offers exposure to the tin market. Tallebung is an open pit near term development. Sky also offers exposure to copper-gold projects. The company recently announced new high grade tin intercepts at Tallebung, enhancing the scale and tenor of the deposit. The company’s share price has risen from 4.3 cents on June 17 to trade at 7 cents on July 17. Investors may want to consider cashing in some gains, while monitoring future performance, which is contingent on successful exploration outcomes and sustainable funding. The company reported a loss of $1.369 million for the half year ending December 31, 2024, which was up on the prior corresponding period.

Don’t Buy Just Yet

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Dylan Evans, Catapult Wealth

BUY RECOMMENDATIONS

BUY – Rio Tinto (RIO)

Most of the mining giant’s earnings are generated from iron ore, but the company has been growing its exposure to aluminium, copper and lithium. These commodities provide RIO with growth potential via attractive themes, including growing demand for electricity, batteries and other technologies. The company has the capability to invest in other commodities due to a modest gearing level and plenty of free cash flow generated by a mature iron ore business. RIO offers solid prospects supported by a good management track record and a sustainable and appealing fully franked dividend yield that was recently above 5.5 per cent.

BUY – CSL (CSL)

The Trump Administration’s plan to impose pharmaceutical tariffs is significant for this biotechnology giant. Much of its manufacturing is based outside of the US, so any tariff is likely to have an impact on revenue. That said, CSL is trading on an attractive valuation against global peers, particularly for a company with a history of double-digit growth. We see weakness as an opportunity to buy a high quality company at an attractive price. There’s a distinct possibility that any Trump tariff has less impact than expected, or is ultimately watered down, or simply disappears as part of another Trump backflip.

HOLD RECOMMENDATIONS

HOLD – Technology One (TNE)

Technology One is Australia’s leading enterprise software company. It provides software that supports large companies with payroll, human resources, analytics and other business functions. Technology One has revealed consistent momentum and results for many years, and we’re attracted by its reliable and recurring subscription income. Technology One posted a strong 2025 first half result in May. The company hit its $500 million annual recurring revenue target 18 months ahead of schedule, and TNE is now targeting $1 billion by 2030.

HOLD – Lynas Rare Earths (LYC)

Lynas shares recently jumped on the back of a major deal between the US Department of Defense and MP Materials, a US rare earths company. This contract includes a price floor on several key rare earth elements that is almost double the recent market price for these materials. Lynas is one of the few suppliers of rare earths outside China and is poised to benefit from anticipated higher prices.

SELL RECOMMENDATIONS

SELL – Virgin Australia Holdings (VGN)

Virgin’s return to the ASX is well timed, recently listing against a favourable back drop of lower fuel prices. However, we’re cautious about owning airlines for a long period. Airlines remain a low margin industry with significant capital demands amid a long history of failures. One doesn’t need to look further than our own backyard to see these struggles, with the recent collapse of REX and Bonza, or Virgin’s own collapse into voluntary administration during the pandemic in 2020.

SELL – Commonwealth Bank of Australia (CBA)

CBA has performed exceptionally well for investors. The company posted an unaudited cash net profit after tax of $2.6 billion in the third quarter of fiscal year 2025, up 6 per cent on the prior corresponding period. The share price has risen from $132.66 on July 18, 2024, to trade at $179.30 on July 17, 2025. The shares closed at $191.40 on June 25, 2025. CBA is unquestionably a quality business, but the valuation, in our view, still appears stretched. CBA now trades at more than twice the price/earnings ratio of competitor ANZ. CBA was recently trading on a modest annual dividend yield of 2.67 per cent. Other stocks offer better value, in our view, given CBA’s lofty share price.

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