18 Share Tips – 28th 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 Elio D’Amato of EnviroInvest, John Athanasiou of Red Leaf Securities 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.

Elio D’Amato, EnviroInvest

BUY RECOMMENDATIONS

BUY – Environmental Group (EGL)

The company has several business units committed to improving air quality, reducing carbon emissions, enhancing waste treatment and lifting water quality. It continues to carve out a niche at the intersection of industrial services and environmental compliance. The acquisition of Advanced Boilers & Combustion in April 2025 added a profitable, intellectual property rich business with strong recurring revenue. EGL is winning contracts tied to emissions control, heat recovery and waste‑to‑energy. With Australia tightening industrial decarbonisation standards, demand for EGL’s services is expected to rise. Still trading on microcap multiples despite proven revenue growth, EGL offers leverage to the environmental retrofit cycle.

BUY – Brambles (BXB)

Brambles is an original circular economy stock — its CHEP pallet and container pools are re-used globally, cutting down on single use waste in supply chains. The company delivered a strong first half fiscal year 2025 result in February, with sales revenue up 4 per cent and underlying profit up 10 per cent, followed by a solid third quarter trading update. Despite a strong share price rally in calendar year 2025, Brambles remains well positioned as major multinationals look to reduce scope 3 emissions. Carbon neutral in its own operations amid buy-backs and dividends, BXB continues to be an appealing offering.

HOLD RECOMMENDATIONS

HOLD – Pilbara Minerals (PLS)

Lithium spot prices have stabilised after a brutal sell-off, and PLS has bounced off its lows and has been enjoying favourable share price momentum since June. The June quarter report confirmed steady production and cash costs, but realised prices remain well below fiscal year 2023 highs. PLS is in the right sector for the energy transition, but near-term sentiment remains fickle as electric vehicle growth slows. With a clean balance sheet, options in downstream processing and the prospect of consolidation in the Western Australian lithium sector leaves PLS as a hold while the dust settles.

HOLD – Macquarie Group (MQG)

Macquarie’s full year result in May showed flat profit growth, but a strong capital position and dividend lift. The annuity-style businesses held up well, while market facing divisions slowed. MQG remains a global leader in green infrastructure and energy transition financing, which is likely to benefit from increasing public and private spending on decarbonisation. With macro risks still in play, we suggest holding for income and options on a clean energy rebound.

SELL RECOMMENDATIONS

SELL – Coronado Global Resources Inc. (CRN)

CRN produces metallurgical coal from its operations in Australia and the United States. The shares fell from $1.31 on July 25, 2024, to close at 10 cents on June 2, 2025. The shares have since rallied, perhaps in response to buoyant coal prices to trade at 19 cents on July 24, 2025. But coal prices can be volatile as the transition to greener energy gathers momentum. Investors may want to consider taking advantage of the recent rally by cashing in some gains. In our view, the broader coal sector is up against tighter regulatory scrutiny, carbon pricing risk and potential investor outflows from thermal and metallurgical coal assets.

SELL – Neometals (NMT)

Neometals has struggled to convert its suite of battery recycling and recovery technologies into commercial scale revenue. Its pilot programs in lithium-ion battery recycling and vanadium recovery have shown promise, but timelines have slipped and partnerships have cooled. With cash burn rising amid no clear path to near-term profitability in our view, we see mounting execution risk. The company talks the right environmental game, but until projects reach scale, it’s largely speculative. We’d be stepping aside. The shares have fallen from 48 cents on July 24, 2023, to trade at 7.2 cents on July 24, 2025.

John Athanasiou, Red Leaf Securities

BUY RECOMMENDATIONS

BUY – Orcoda (ODA)

Orcoda is carving out a strong niche in software-as-a-service logistics, with six new multi-year contracts adding about $1 million in revenue and lifting annual recurring revenue to $5 million—up 23 per cent year-on-year. Its platform impressed the Australian Government in a key trial, validating its capability in community transport. Orcoda’s scalable technology and expanding pipeline positions it well for domestic and international growth. Leadership is solid with managing director Geoffrey Jamieson also taking on the role as chief financial officer, ensuring disciplined execution. With steady recurring revenue, government validation and exposure to essential services, Orcoda is an under-the-radar technology growth stock worth watching.

BUY – Tinybeans Group (TNY)

Tinybeans operates a private photo sharing app and media platform that connects millions of users. Tinybeans is showing strong momentum with positive operating cash flow for two consecutive quarters reversing operating cash burn of $US1.22 million in 2024. Annual subscription revenue of $US3.32 million in fiscal year 2025 climbed 12 per cent. The company is also benefiting from lower operating costs. Backed by solid cash reserves and global brand recognition, Tinybeans is well positioned for scalable growth with a sticky, family-focused platform.

HOLD RECOMMENDATIONS

HOLD – Commonwealth Bank of Australia (CBA)

The CBA remains Australia’s biggest and most profitable bank, renowned for reliable dividends and steady earnings. Trading at a premium, much of its upside is priced in, limiting near term catalysts. Its strong capital base and defensive earnings make it a dependable long term hold, particularly for income investors. However, slowing credit growth and margin pressures suggest cautious expectations ahead. For those seeking steady exposure to the banking sector without chasing growth, CBA is a solid hold, but not a compelling buy at current levels.

HOLD – Woolworths Group (WOW)

Woolworths is a defensive retail giant with a commanding market share that generates consistent cash. While resilient, headwinds from inflation, supply chain disruptions and cautious consumer spending during fiscal year 2025 may pressure margins. The company’s strong brand and balance sheet make it a reliable choice to hold through economic cycles. However, with limited growth catalysts on the horizon, Woolworths is best held for stability rather than aggressive upside.

SELL RECOMMENDATIONS

SELL – Fortescue Metals Group (FMG)

Fortescue is a major iron ore producer. Unlike diversified peers, FMG’s heavy reliance on iron ore exposes it to volatility. Its ambitious pivot to green hydrogen and renewables carries higher costs and execution risk, which, in our view, dilutes focus. Rising operational costs and leadership turnover add to uncertainty. We believe the company’s valuations are stretched. FMG’s risk profile no longer justifies its price, making it a sell for investors prioritising stability and clearer growth paths.

SELL – Insurance Australia Group (IAG)

IAG’s strong rally to a recent high means much of its positive outlook is already priced into the share price. Despite sector tailwinds, such as premium increases and improving margins, its valuation looks extended when compared to peers. Competition remains fierce across personal and commercial insurance lines, adding further pressure. With fewer catalysts ahead and earnings expected to normalise, IAG’s risk/reward scenario is unattractive, in our view. For investors seeking value or growth, it may be time to take profits and seek better opportunities elsewhere.

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Andrew Wielandt, DP Wealth Advisory

BUY RECOMMENDATIONS

BUY – Zip Co (ZIP)

Despite the strong share price performance during the past 12 months, there’s still much to like about Zip, in particular the significant opportunity in the buy now, pay later (BNPL) space in the US. The BNPL market in the US is quite immature relative to Australia or Europe. With 6 million active clients and 83,000 merchants processing 88 million transactions to the value of about $12 billion, it wasn’t surprising the business provided an earnings upgrade in June. ZIP is holding more than $400 million in cash and bad and doubtful debts are low at 1.6 per cent. Investors should expect volatility, so the stock should be considered higher risk.

BUY – iShares Global 100 ETF (IOO)

BlackRock’s global exchange traded fund holds the top 100 companies by size from around the world. It offers exposure to information technology, financials, healthcare and communication services among other sectors. Stocks held within the ETF include Nvidia, Microsoft, Apple and Amazon. The US accounts for about 80 per cent of geographical exposure followed by the UK and Germany. Returns in the past year, including distributions, were 14.8 per cent. This unhedged ETF provides investors with diversified exposure by spreading risk. It has a solid track record of performance.

HOLD RECOMMENDATIONS

HOLD – Dyno Nobel (DNL)

This commercial explosives supplier changed its name from Incitec Pivot earlier this year. While the coal price remains under pressure, increasing gold, iron ore and most recently copper prices are positive for the business. However, the stock is fairly priced given DNL is trading near a consensus valuation of around $3. The shares have risen from $2.19 on April 7 to trade at $2.93 on July 24.

HOLD – Insurance Australia Group (IAG)

Shares in the insurance giant have risen from $7.07 on July 23, 2024, to trade at $8.525 on July 24, 2025. Increasing insurance premiums and favourable weather conditions contributed to a strong first half profit in fiscal year 2025. The share price is trading near consensus, so short term upside is uncertain before the heightened risk of the storm and cyclone season from September.

SELL RECOMMENDATIONS

SELL – Orora (ORA)

This global packaging business is struggling. US threatened tariffs are particularly unhelpful for its Saverglass business in Europe. According to a company update in May, direct sales to the US represented 15 per cent of Saverglass sales, of which 7 percentage points were exempt from tariffs. Order intake softened in March and April compared to the November-February period. The company forecast that second half earnings before interest and tax in fiscal year 2025 were expected to be broadly in line with the first half. Other stocks appeal more in uncertain times across the global economy.

SELL – NextDC (NXT)

NXT operates a network of data centres. The stock has appealed to some investors on demand for artificial intelligence. However, past capital raisings to fund expansion diluted the stock. The company recently announced it had increased its debt facilities to $5.1 billion, after entering into a binding agreement for a new $2.2 billion debt funding package to accelerate growth.

I remain cautious about the company’s outlook given the capital hungry nature of its business.

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