18 Share Tips – 30th June 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, Niv Dagan of Peak Asset Management and Arthur Garipoli of Seneca Financial Solutions 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 – CSL (CSL)

This Australian biotechnology company is the world’s most prominent plasma collector. CSL Seqirus is one of the world’s largest influenza vaccine companies. The company also offers renal disease treatment after acquiring Vifor Pharma in 2022. The company lifted net profit after tax by 7 per cent at constant currency in the first half of fiscal year 2025. The dividend increased by 16 per cent in Australian currency. In our view, the company is trading at a significant discount and provides an opportunity to enter an Australian powerhouse at an attractive valuation.

BUY – Southern Cross Electrical Engineering (SXE)

SXE is a leading provider of services in the electrical, instrumentation, security, fire, communications and maintenance spaces. SXE recently acquired Force Fire Holdings for an initial upfront consideration of $36.3 million and a total consideration of $53.5 million. The transaction is funded from the company’s existing cash reserves. The acquisition will enhance the company’s service offerings in the fire safety space. The project pipeline remains strong after recently announcing it had been awarded projects of $70 million, including the Western Sydney Airport stand-alone facilities project and a hyperscale data centre, also in Western Sydney.

HOLD RECOMMENDATIONS

HOLD – NexGen Energy (Canada) (NXG)

NexGen Energy is a uranium development company focused on bringing its high grade Rook I project in Canada into production. Once operational, Rook I is set to be a low cost producer, with an initial 11 year mine life expected to grow to 24 years after expansion. The stronger uranium price is bringing investors back to the sector. The shares have been enjoying favourable momentum, increasing from $6.51 on April 9 to trade at $10.26 on June 26.

HOLD – Mount Hope Mining (MHM)

This small explorer is about to start drilling in the resource-rich and mining friendly Cobar Basin, a region in New South Wales acknowledged for its copper-gold and zinc-lead-silver resources. Initial targets are identified, and MHM is well capitalised to fund drilling. If results are positive, the upside could be substantial. The Mount Hope project is a 175 square kilometre landholding in a mining region well connected to essential infrastructure, including power, water and transport links. The company listed on the ASX on December 20, 2024.

SELL RECOMMENDATIONS

SELL – Domino’s Pizza Enterprises (DMP)

Group earnings before interest and tax of $100.6 million in the first half of fiscal year 2025 were down 6.7 per cent on the prior corresponding period. Network sales were down 2.9 per cent and same store sales fell 0.6 per cent. Ongoing leadership changes and persistent underperformance in key international markets, such as Japan and Europe, have further weighed on profitability. On top of weak sales momentum, we’re unable to identify a catalyst that will lead to a meaningful recovery – at least in the short term. The shares have fallen from $58.26 on January 8, 2024, to trade at $19.67 on June 26, 2025.

SELL – AMP (AMP)

The share price of this diversified financial services company was punished in February due to weak full year 2024 results, which brought an end to strong momentum in the prior year. The combination of a 43.4 per cent fall in statutory net profit after tax to $150 million, a dividend cut to just 1 cent a share and broader sector-wide volatility negatively impacted the business. With limited catalysts to turn sentiment in the near term, other stocks offer better prospects. AMP shares have fallen from $1.76 on February 3 to trade at $1.242 on June 26.

Niv Dagan, Peak Asset Management

BUY RECOMMENDATIONS

BUY – Eclipse Metals (EPM)

Eclipse is a mineral exploration company. It’s primarily focused on developing a rare earths element (REE) deposit in Greenland. The company recently announced a significant increase in its inferred mineral resource to 89 million tonnes at a grade of 6363 parts per million total rare earth oxides (TREO). The 70-fold increase in its mineral resource estimate in Greenland leaves its Gronnedal deposit among the higher grade undeveloped REE deposits globally, with only about 6 per cent of the intrusion drilled to date. In our view, Eclipse is well placed to become a key supplier into Western rare earth supply chains as geopolitical demand intensifies.

BUY – Sipa Resources (SRI)

Escalating momentum across its South Australian gold projects, particularly at Tunkillia North, is behind our recommendation. A heli-magnetic survey has significantly upgraded the geological understanding of a large gold anomaly situated just 10 kilometres north of Barton Gold’s 1.6 million ounce Tunkillia deposit. The survey has identified multiple subsidiary structures associated with the fertile yerda and yarlbrinda shear zones. The South Australia Department for Energy and Mining recently approved upcoming gold drilling programs at its Tunkillia North and Nuckulla Hill projects. In our view, Sipa offers upside exposure to a prospective, under-explored gold province.

HOLD RECOMMENDATIONS

HOLD – Livium (LIT)

In February 2025, Livium subsidiary VSPC secured a conditional grant of up to $30 million from the Australian Renewable Energy Agency to develop its proprietary cathode powder technology used in lithium-ion batteries. While the project holds significant commercial potential, LIT has to fund construction of a new demonstration facility. Also, Livium is targeting rare earth element extraction technologies to expand its circular portfolio. These developments offer promising upside, but the stock is best held for now until a clearer outlook emerges on funding progress or commercialisation.

HOLD – Woodside Energy Group (WDS)

The share price of this global energy giant recently rose on higher crude oil prices driven by escalating Middle East tension, then fell on retreating crude oil prices in response to a possible ceasefire between Iran and Israel. Geopolitical risks aside, Woodside delivered a strong operating performance in full year 2024, generating record production of 193.9 million barrels of oil equivalent underpinned by a top early performance at Sangomar. The company has sustained production guidance of between 186 million and 196 million barrels of oil equivalent for full year 2025. The company paid a full year, fully franked dividend of $US1.22 a share in full year 2024 and maintained a payout ratio at the top of the target range at 80 per cent. This adds to a hold case, keeping in mind the geopolitical risks.

SELL RECOMMENDATIONS

SELL – Wildcat Resources (WC8)

This mineral explorer’s project portfolio comprises lithium and gold projects. The flagship asset is the Tabba Tabba lithium project in the Pilbara region of Western Australia. The Mt Adrah Gold project is in New South Wales. The shares have fallen from 92 cents on November 20, 2023, to trade at 14.5 cents on June 26, 2025. In our view, the gold price is facing key resistance, and small market capitalisation gold exposure in the S&P/ASX Small Ordinaries index is elevated. Any US dollar strength or retreat in inflation could pressure these stocks. It may be prudent to trim or sell WC8 ahead of any potential broader sentiment shifts in the gold sector.

SELL – Qantas Airways (QAN)

The airline has enjoyed a strong 12 months, with its share price rising from $5.85 on June 28, 2024, to trade at $10.47 on June 26, 2025. We expect intensifying competition from Virgin Australia’s resurgence backed by Qatar Airways, which could compress margins. Demand for air travel in Australia was 4 per cent lower in the first quarter of fiscal year 2025 when compared to the prior corresponding period. We believe Qantas is over-valued, so investors may want to consider taking gains in the company ahead of any possible price war that potentially reduces airline ticket prices.

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Arthur Garipoli, Seneca Financial Solutions

BUY RECOMMENDATIONS

BUY – MTM Critical Metals (MTM)

MTM operates as an e-scrap recycling company, extracting saleable metal products, such as gold, copper and tin from discarded laptops and electronics. MTM’s flash joule heating technology is proven, with commercial production targeted for 2026. The company has locked in two supply agreements totalling 1100 tonnes per annum of e-scrap. MTM recently secured firm commitments to raise $50 million from institutional investors. The company may re-rate on potential catalysts that include offtake agreements and completing the demonstration plant. Suits higher risk investors.

BUY – XRF Scientific (XRF)

XRF makes equipment and chemicals used in preparing samples for analysis for the mining industry. XRF remains under the radar due to a market capitalisation below $300 million on June 26. XRF holds a strong competitive position and operates a recurring revenue business model. The company has generated profit growth in the past five years. A weaker share price followed a 9 per cent fall in revenue in the March quarter of fiscal year 2025 when compared to the prior corresponding period. However, profit before tax rose 5 per cent, creating a buying opportunity, in our view.

HOLD RECOMMENDATIONS

HOLD – Santos (STO)

This oil and gas company recently received a non-binding, indicative proposal from a consortium led by XRG P.J.S.C, a subsidiary of the Abu Dhabi National Oil Company and including Abu Dhabi Development Holding Company (ADQ) and Carlyle (the XRG Consortium). The cash offer price is $US5.76 or $A8.89 for every Santos share. The Santos board intends to unanimously recommend shareholders accept the offer in the absence of a superior proposal. The offer is subject to approval from the Foreign Investment Review Board, the Australian Securities and Investments Commission (ASIC) and other government agencies. Trading at $A7.645 on June 26, STO shares were considerably below the offer price. Investors may want to consider holding the stock to see what transpires with this potential transaction.

HOLD – Bellevue Gold (BGL)

This Western Australian gold producer recently downgraded production, sending its share price down to 83 cents on May 15. In April 2025, BGL raised $156.5 million in capital at 85 cents a share. Including working capital, funds were used to close out hedge book contracts and to increase exposure to spot gold prices. In our view, BGL shares are trading at a significant discount, which leaves it attractive to potential suitors. BGL is worth holding on an improved outlook or potential takeover.

SELL RECOMMENDATIONS

SELL – Cettire (CTT)

This online luxury fashion and accessories retailer recently released a trading update that was softer than expected. The company experienced softening demand in its established markets, notably the United States, in the third quarter of fiscal year 2025. The adjusted EBITDA loss was $4.7 million, including a $2.1 million foreign exchange loss. We’re concerned company issues are possibly becoming more structural than cyclical, increasing uncertainty about its performance outlook. The shares have fallen from $2.54 on October 17, 2024, to trade at 34.2 cents on June 26, 2025.

SELL – IDP Education (IEL)

The company provides international student placements. It co-owns the world’s most popular English language tests. The company has been impacted by restrictions on student and other migrant visas across key markets. IDP warned that student placement volumes are expected to decrease by about 28 per cent to 30 per cent in fiscal year 2025. Language testing volumes are expected to decrease between 18 per cent to 20 per cent. Policy uncertainty is expected to continue into fiscal year 2026, which may impact financial performance moving forward.  While the share price has fallen to reflect the downgrade, we see better opportunities elsewhere.

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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.