Daily Market Reports | Mar 18 2026
This story features ATLANTIC LITHIUM LIMITED., and other companies.
For more info SHARE ANALYSIS: A11
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COMPANIES DISCUSSED IN THIS ISSUE
Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
A11 ASX AUC CKF CNB CPU CVN EOS IKE IMM KAR LIC NST RSG RWC SRV SYR TCG
A11 ATLANTIC LITHIUM LIMITED.
New Battery Elements – Overnight Price: $0.26
Canaccord Genuity rates ((A11)) as Speculative Buy (1) –
Atlantic Lithium delivered first half financials that were in line with Canaccord Genuity’s estimates. The broker notes the market is focused on the ratification of the mining lease at Ewoyaa.
Meanwhile the company has conducted optimisation studies on operating expenditure and peak capital expenditure to improve development flexibility while continuing to look for funding options at the Cote d’Ivoire exploration licenses.
Speculative Buy rating and 37p target unchanged.
This report was published on March 13, 2026.
Current Price is $0.26. Target price not assessed.
Market Sentiment: -1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ASX ASX LIMITED
Wealth Management & Investments – Overnight Price: $49.84
Jarden rates ((ASX)) as Neutral (3) –
The Nasdaq exchange has announced an equity token design integrating blockchain records into the issuer’s official share registry, with token transfers carrying full legal equivalence to underlying securities.
The ASX faces emerging opportunities and constraints from tokenisation trends, with Jarden highlighting tension between issuer-sponsored and custodial models.
The broker notes the Depository Trust & Clearing Corporation (DTCC) model may capture significant volume via existing infrastructure, while CHESS and ASIC oversight could limit near-term ASX participation.
The analysts see risks from platforms such as Kraken, where regulatory approval may accelerate blockchain-based activity.
Jarden retains a Neutral rating and target of $57.15 for the ASX.
This report was published on March 13, 2026.
Target price is $57.15 Current Price is $49.84 Difference: $7.31
If ASX meets the Jarden target it will return approximately 15% (excluding dividends, fees and charges).
Current consensus price target is $55.96, suggesting upside of 0.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 197.00 cents and EPS of 259.00 cents.
At the last closing share price the estimated dividend yield is 3.95%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.24.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 264.7, implying annual growth of 2.2%.
Current consensus DPS estimate is 198.6, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 207.00 cents and EPS of 269.00 cents.
At the last closing share price the estimated dividend yield is 4.15%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 269.0, implying annual growth of 1.6%.
Current consensus DPS estimate is 208.4, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Market Sentiment: -0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AUC AUSGOLD LIMITED
Gold & Silver – Overnight Price: $1.07
Canaccord Genuity rates ((AUC)) as Speculative Buy (1) –
Ausgold has updated the definitive feasibility study for the Katanning gold project, outlining average production of 121,000ozpa at AISC of $2247/oz over 10 years.
The updated study assumes financing and permitting is completed and a final investment decision made in mid 2026.
Assumptions underpinning the updated reserve are unchanged. Canaccord Genuity notes the drill program has been expanded to 54,000m following strong results in the December quarter, and 33,588m have been completed as of March 3.
An updated resource is targeted for September. Canaccord Genuity raises the target to $3.00 from $2.05. Speculative Buy.
This report was published on March 12, 2026.
Target price is $3.00 Current Price is $1.07 Difference: $1.925
If AUC meets the Canaccord Genuity target it will return approximately 179% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 3.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 35.83.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 53.75.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CKF COLLINS FOODS LIMITED
Food, Beverages & Tobacco – Overnight Price: $10.06
Canaccord Genuity rates ((CKF)) as Buy (1) –
Collins Foods has reiterated FY26 earnings guidance and affirmed that same-store sales in the year to date are tracking slightly ahead of what Canaccord Genuity expected.
The broker finds the additional 8 KFC stores in Germany strategically appealing with the implied EV/EBITDA consistent with the company’s historical acquisition multiples.
The broker envisages upside risk to estimates, with sustained execution on KFC Europe as a growth driver to support a re-rating of the PE back towards the mid to upper end of its historical range (15-25x) versus the current 16x.
Buy rating retained. Target is raised to $12.78 from $12.57.
This report was published on March 12, 2026.
Target price is $12.78 Current Price is $10.06 Difference: $2.72
If CKF meets the Canaccord Genuity target it will return approximately 27% (excluding dividends, fees and charges).
Current consensus price target is $12.41, suggesting upside of 23.3%(ex-dividends)
The company’s fiscal year ends in April.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 30.00 cents and EPS of 51.00 cents.
At the last closing share price the estimated dividend yield is 2.98%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.73.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 51.6, implying annual growth of 588.0%.
Current consensus DPS estimate is 29.2, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 19.5.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 35.00 cents and EPS of 60.00 cents.
At the last closing share price the estimated dividend yield is 3.48%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.77.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 61.3, implying annual growth of 18.8%.
Current consensus DPS estimate is 35.5, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 16.4.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CNB CARNABY RESOURCES LIMITED
Mining – Overnight Price: $0.46
Moelis rates ((CNB)) as Buy (1) –
Moelis makes material revisions to its production and financial outlook for Carnaby Resources to better reflect updated information, with its valuation now incorporating the prefeasibility study and assuming additional equity.
Key is the low-capital path to commencement of production as the company will not require the construction of a concentrator, given the toll treatment agreement with Glencore.
The broker points out, from an economic perspective, this may not be the most value accretive approach, yet in the current market, investors are likely more interested in avoiding risk than academic arguments regarding the value of fixed infrastructure.
Buy rating and target reduced to $0.90 from $1.05.
This report was published on March 16, 2026.
Target price is $0.90 Current Price is $0.46 Difference: $0.445
If CNB meets the Moelis target it will return approximately 98% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 3.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 13.79.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CPU COMPUTERSHARE LIMITED
Diversified Financials – Overnight Price: $28.67
Jarden rates ((CPU)) as Underweight (4) –
The Nasdaq exchange has announced an equity token design integrating blockchain records into the issuer’s official share registry, with token transfers carrying full legal equivalence to underlying securities.
Computershare faces emerging structural risks from exchange-led tokenisation, with Jarden noting Nasdaq’s initiative signals a shift from theory to active execution.
Exchanges are positioning at the centre of tokenised markets, creating growth opportunities while increasing competitive pressure on transfer agents, the analysts explain.
Medium-term risks to Computershare’s revenue streams are anticipated, including corporate actions and transaction fees, as digital infrastructure evolves.
The broker notes near-term protection from existing relationships but longer-term disruption risk building.
Underweight rating and target of $30.00 maintained.
This report was published on March 13, 2026.
Target price is $30.00 Current Price is $28.67 Difference: $1.33
If CPU meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $36.12, suggesting upside of 24.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 116.90 cents and EPS of 220.40 cents.
At the last closing share price the estimated dividend yield is 4.08%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.01.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 203.6, implying annual growth of N/A.
Current consensus DPS estimate is 116.5, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 14.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 118.30 cents and EPS of 222.98 cents.
At the last closing share price the estimated dividend yield is 4.13%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.86.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 206.7, implying annual growth of 1.5%.
Current consensus DPS estimate is 116.0, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 14.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CVN CARNARVON ENERGY LIMITED
Crude Oil – Overnight Price: $0.10
Jarden rates ((CVN)) as Overweight (2) –
Jarden reviews the near-term catalysts for Carnarvon Energy, noting the update on Bedout exploration from Santos ((STO)) should “shake things up” in terms of progress at Dorado.
One of the possible outcomes from the strategic review by Santos includes the potential it sends Dorado further back in the queue and prioritises higher-value projects which would leave Carnarvon stranded and remove -6 cents per share of risked value.
On the other hand if Santos decides to sell its entire interest this could see the development timeline accelerated by a motivated buyer and increase risked value to 16 cents from six cents. Overweight rating and $0.14 target maintained.
This report was published on March 13, 2026.
Target price is $0.14 Current Price is $0.10 Difference: $0.044
If CVN meets the Jarden target it will return approximately 46% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 48.00.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 96.00.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EOS ELECTRO OPTIC SYSTEMS HOLDINGS LIMITED
Hardware & Equipment – Overnight Price: $8.90
Canaccord Genuity rates ((EOS)) as Buy (1) –
Electro Optic Systems has announced incremental contracts for its Remote Weapon System during March.
These include a $59m order for counter-drone Slinger RWS with an existing Middle East customer (the largest Slinger order to date), $5m for counter-drone capabilities with an existing US defence customer, $70m for R400 RWS with a Middle East gulf customer and one unit of its heavy calibre R800 RWS with India, worth $1-2m.
Canaccord Genuity believes the orders demonstrate accelerated momentum in the core RWS business, bringing 2026 orders to date to $82m. The orders effectively increase the total contract backlog to $542m.
The broker’s investment thesis for FY26/27 is predicated on strong revenue growth, supported by expectations of 40%-50% conversion of the FY25 backlog in FY26. Buy rating. Target is raised to $12.50 from $12.00.
This report was published on March 13, 2026.
Target price is $12.50 Current Price is $8.90 Difference: $3.6
If EOS meets the Canaccord Genuity target it will return approximately 40% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 15.23 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 58.44.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 4.85 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 183.51.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IKE IKEGPS GROUP LIMITED
Hardware & Equipment – Overnight Price: $0.77
Canaccord Genuity rates ((IKE)) as Initiation of coverage with Buy (1) –
Canaccord Genuity initiates coverage on leading software provider to North American utilities ikeGPS Group with a Buy rating and target of $1.30. Strong customer penetration and growth potential are highlighted.
The broker identifies a large addressable market, supported by US grid investment and low third-party software adoption, with scope for both new clients and upselling.
The analysts see high-margin subscription revenue, strong retention, and a path to profitability by FY26, supported by a debt-free balance sheet.
Canaccord’s forecasts imply a five-year revenue compound annual growth rate (CAGR) of around 24%, with free cash flow (FCF) expected to turn positive by FY28, indicating improving cash generation.
This report was published on March 13, 2026.
Target price is $1.30 Current Price is $0.77 Difference: $0.53
If IKE meets the Canaccord Genuity target it will return approximately 69% (excluding dividends, fees and charges).
The company’s fiscal year ends in March.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 5.08 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 15.15.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 3.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 23.34.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IMM IMMUTEP LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $0.05
Canaccord Genuity rates ((IMM)) as Buy (1) –
Immutep’s TACTI-004 trial in first-line non-small cell lung cancer (NSCLC) will be discontinued following a futility analysis, with Canaccord Genuity noting the outcome was unexpected given prior data.
The decision reflects an insufficient risk-benefit profile, with further details expected in coming months as the company reviews results.
The company has a pro-forma cash balance of around $130m at December 2025, providing funding flexibility during the assessment period.
Canaccord places its Buy rating and 40c target under review.
This report was published on March 13, 2026.
Target price is $0.40 Current Price is $0.05 Difference: $0.349
If IMM meets the Canaccord Genuity target it will return approximately 684% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
KAR KAROON ENERGY LIMITED
Crude Oil – Overnight Price: $1.92
Jarden rates ((KAR)) as Buy (1) –
Jarden observes the 12% export tax on crude oil introduced by the Brazilian government is designed to help replace revenue from a diesel import levy that is being eliminated.
If the new tax lasts for 120 days, the broker estimates a -3 cents per share impact on valuation and -US$14.6m on cash flow. The reaction in the Karoon Energy share price indicates the market is worried such a measure could be permanent.
Jarden’s view is the tax will not be extended beyond 120 days if Brent returns to US$74/bbl, and considers the reaction in the share price overdone.
Buy rating, with the target edging down to $2.47 from $2.50.
This report was published on March 13, 2026.
Target price is $2.47 Current Price is $1.92 Difference: $0.555
If KAR meets the Jarden target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $1.91, suggesting upside of 0.2%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 10.47 cents and EPS of 40.68 cents.
At the last closing share price the estimated dividend yield is 5.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.71.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 17.5, implying annual growth of N/A.
Current consensus DPS estimate is 3.4, implying a prospective dividend yield of 1.8%.
Current consensus EPS estimate suggests the PER is 10.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 9.11 cents and EPS of 35.22 cents.
At the last closing share price the estimated dividend yield is 4.76%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.44.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 19.1, implying annual growth of 9.1%.
Current consensus DPS estimate is 3.8, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 10.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
LIC LIFESTYLE COMMUNITIES LIMITED
Aged Care & Seniors – Overnight Price: $5.28
Jarden rates ((LIC)) as Upgrade to Neutral from Underweight (3) –
Lifestyle Communities has attracted strategic interest, with Jarden noting HMC Capital ((HMC)) sold a 9.8% stake to Hometown Australia at $4.90, an 8% premium to market.
The buyer’s background is in the manufactured housing estate sector. No immediate takeover intentions were declared by Hometown.
The analysts see operational challenges persisting for Lifestyle Communities, including slow sales, margin pressure, and balance sheet constraints limiting recovery potential.
The broke’s valuation rises on higher multiples reflecting takeover appeal despite ongoing risks.
Jarden upgrades to Neutral from Underweight and raises its target price to $6.25 from $5.75.
This report was published on March 13, 2026.
Target price is $6.25 Current Price is $5.28 Difference: $0.97
If LIC meets the Jarden target it will return approximately 18% (excluding dividends, fees and charges).
Current consensus price target is $5.53, suggesting upside of 7.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 25.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.71.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 22.2, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 23.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 37.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.19.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 27.0, implying annual growth of 21.6%.
Current consensus DPS estimate is 4.8, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 19.1.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NST NORTHERN STAR RESOURCES LIMITED
Gold & Silver – Overnight Price: $20.66
Jarden rates ((NST)) as Underweight (4) –
Jarden believes it is too early to become more constructive on Northern Star Resources, struggling to identify a positive catalyst. The sharp decline in FY26 guidance only increases concerns about the divergence between guidance and operating performance.
Commentary suggests the imminent disclosure of March quarter production, which is now impaired, and the resource and reserve update, will squarely focus attention on why the company has consistently failed to achieve reserve grade at the assets.
The broker retains an Underweight rating and considers it too early to re-engage with stock until FY27 guidance has been cleared and the KCGM expansion delivered.
EBITDA estimates are reduced by -11% for FY26 and -7% for FY27. Target is reduced to $16.60 from $17.00.
This report was published on March 14, 2026.
Target price is $16.60 Current Price is $20.66 Difference: minus $4.06 (current price is over target).
If NST meets the Jarden target it will return approximately minus 20% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $29.20, suggesting upside of 40.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 50.00 cents and EPS of 123.90 cents.
At the last closing share price the estimated dividend yield is 2.42%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.67.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 139.4, implying annual growth of 23.8%.
Current consensus DPS estimate is 54.8, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 14.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 50.00 cents and EPS of 155.40 cents.
At the last closing share price the estimated dividend yield is 2.42%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 228.7, implying annual growth of 64.1%.
Current consensus DPS estimate is 77.5, implying a prospective dividend yield of 3.7%.
Current consensus EPS estimate suggests the PER is 9.1.
Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RSG RESOLUTE MINING LIMITED
Gold & Silver – Overnight Price: $1.40
Canaccord Genuity rates ((RSG)) as Buy (1) –
Resolute Mining has committed to the Doropo development following a positive FID, expecting production of 170,000ozpa over an initial 13-year mine life with AISC of US$1406/oz.
Capex is estimated at -US$515m. First gold is currently scheduled for the second half of 2028.
Canaccord Genuity assesses the company is in a strong position to finance the development while management has stated it continues to evaluate funding options.
The broker considers Resolute one of the most undervalued gold producers under its coverage and retains a Buy rating. Target is raised to $2.85 from $2.55.
This report was published on March 12, 2026.
Target price is $2.85 Current Price is $1.40 Difference: $1.45
If RSG meets the Canaccord Genuity target it will return approximately 104% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 34.91 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.01.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 EPS of 31.88 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.39.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RWC RELIANCE WORLDWIDE CORP. LIMITED
Building Products & Services – Overnight Price: $3.16
Jarden rates ((RWC)) as Upgrade to Overweight from Neutral (2) –
Jarden believes the value proposition in Reliance Worldwide is becoming hard to ignore.
The broker sees its view reinforced by the additional $120m buyback announcement and increasing an already compelling capital return profile for a stock that has de-rated to 11x from 13x one-year forward PE since the first half results.
At current levels, the broker believes valuation provides sufficient support for a more constructive stance although the copper-to-stainless transition remains a strategic shift that merits ongoing scrutiny.
Rating is upgraded to Overweight from Neutral and the target lifted to $4.30 from $3.80.
This report was published on March 16, 2026.
Target price is $4.30 Current Price is $3.16 Difference: $1.14
If RWC meets the Jarden target it will return approximately 36% (excluding dividends, fees and charges).
Current consensus price target is $4.06, suggesting upside of 26.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 6.98 cents and EPS of 24.44 cents.
At the last closing share price the estimated dividend yield is 2.21%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.93.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.7, implying annual growth of N/A.
Current consensus DPS estimate is 5.7, implying a prospective dividend yield of 1.8%.
Current consensus EPS estimate suggests the PER is 14.8.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 8.80 cents and EPS of 32.18 cents.
At the last closing share price the estimated dividend yield is 2.79%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.82.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 28.3, implying annual growth of 30.4%.
Current consensus DPS estimate is 7.3, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 11.3.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SRV SERVCORP LIMITED
Commercial Services & Supplies – Overnight Price: $6.81
Jarden rates ((SRV)) as Initiation of coverage with Overweight (2) –
Jarden initiates coverage of Servcorp with an Overweight rating and $9.70 target. The core thesis is the continued floor roll-out with a focus on the high-margin Saudi Arabian market.
The broker expects 9% compound growth in pre-tax profit over FY26-29 and considers this conservative, noting the company beat guidance in both FY24 and FY25.
Jarden would consider upgrading to Buy if the Middle East conflict is resolved, asserting the stock is relatively under-researched across the market and this presents an opportunity for a re-rating.
This report was published on March 16, 2026.
Target price is $9.70 Current Price is $6.81 Difference: $2.89
If SRV meets the Jarden target it will return approximately 42% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 32.00 cents and EPS of 72.40 cents.
At the last closing share price the estimated dividend yield is 4.70%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.41.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 34.80 cents and EPS of 78.70 cents.
At the last closing share price the estimated dividend yield is 5.11%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.65.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SYR SYRAH RESOURCES LIMITED
New Battery Elements – Overnight Price: $0.17
Jarden rates ((SYR)) as Downgrade to Neutral from Overweight (3) –
Jarden lowers its target for Syrah Resources to 30c from 34c and downgrades to Neutral from Overweight.
The company faces a weaker outlook, the broker suggests, after the US International Trade Commission (ITC) ruled against duties on Chinese active anode material (AAM) imports, removing a key expected catalyst.
The broker highlights anti-dumping duties and countervailing duties rates of at least 160% will not proceed, reducing confidence in durable trade protection.
Increased risk to commercial agreements is envisaged, with Tesla’s offtake now vulnerable amid a shift in negotiating leverage.
The analysts see downside risks rising from ongoing cash burn, delayed Vidalia sales, and potential equity dilution.
This report was published on March 13, 2026.
Target price is $0.30 Current Price is $0.17 Difference: $0.125
If SYR meets the Jarden target it will return approximately 71% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Jarden forecasts a full year FY25 EPS of minus 13.66 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 1.28.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of minus 6.21 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 2.82.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TCG TURACO GOLD LIMITED
Gold & Silver – Overnight Price: $0.65
Canaccord Genuity rates ((TCG)) as Speculative Buy (1) –
Turaco Gold has demonstrated strong potential for oxide resource growth and broader mineralisation after recent drilling at the Afema project, Cote d’Ivoire.
Zones of continuous oxide mineralisation from surface have been confirmed and reconnaissance drilling at the previously untested Affienou West target also returned encouraging results, Canaccord Genuity notes, including 2m at 13.26g/t gold from 14m.
Completion of assays from Adiopan will allow the company to finalise the update for the current 4.1moz Afema resource and also underpin the prefeasibility study scheduled for completion in the June quarter, commentary concludes.
Canaccord Genuity suspects the resource update could exceed 4.5m ounces. Modelling is updated while the Speculative Buy rating and $1.45 target are unchanged.
This report was published on March 12, 2026.
Target price is $1.45 Current Price is $0.65 Difference: $0.805
If TCG meets the Canaccord Genuity target it will return approximately 125% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 32.25.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 64.50.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.
This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.
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