Azzet reports on three stocks with price moving updates today.
Boss Energy soars on robust quarterly update ~
Shares in Boss Energy (ASX: BOE) were trading 9% higher by 1:45 pm AEDT (2:45 am GMT) after the uranium miner released a robust quarterly activities report for the period ending 31 December, 2025.
Investors appear to have responded favourably to several milestones detailed in today's quarterly update.
Driven by higher flow from new wellfields, the company's flagship Honeymoon operation delivered record drummed production of 456 klbs U3O8 and IX production of 406 klbs for the three months – up 18% and 8% respectively over the previous quarter.
Based on these results, management confirmed that the ASX200 uranium stock is on track to achieve its FY FY26 production guidance of 1.6 Mlbs.
But that’s only half today’s good news story, within today’s update, management also told the market that C1 cash costs fell to US$20 per pound - down 12% from the prior quarter - driven by reagent optimisation and higher flow rates from new wellfields.
As a result, the company's cost guidance for the Honeymoon operation has been lowered, with C1 costs now expected to be between $36 to $40 per pound instead of $41 to $45 per pound.
Today's share price recovery since plunging to $1.18 mid-December is a welcome relief for shareholders who have become accustomed to the stock’s volatility, underpinned by its moniker as the share market's second most shorted stock (16.41%).
Underscoring the stock’s 30% plummet in December was a strategic review that revealed a significant deviation from previous feasibility study assumptions, raising concerns about long-term production capacity beyond 2027.
However, today's results – which demonstrate strong short-term operational execution – have helped the stock continue a rebound that has seen it rise over 50% from those December lows.
What’s also buoying investor sentiment is analyst projections of a supply-tightening environment throughout 2026.
As of January 28, 2026, the uranium spot price is trading near US$91 per pound, representing an 11% increase over the past month, with analysts expecting prices to remain elevated or continue climbing throughout the year.
Boss Energy has a market cap of $798 million; the share price is down 32% over one year and up 36% in the last month.
The stock’s shares appear to be in a strong near-term rally within a longer-term bearish trend.
The 200-day moving average is downward sloping and implies that there has been limited demand for this stock, however, the stock has been rallying recently.
Consensus is Hold.
Clever Culture Systems rallies, builds recurring revenue update
Shares in Clever Culture Systems (ASX: CC5) were up around 6.9% after the healthcare small cap reported a solid December quarter marked by growing commercial traction and improved cash flow.
The company has secured three new sales orders for APAS Independence - an AI-powered instrument now being adopted by some of the world’s largest pharmaceutical manufacturers - lifting its installed base to 27 instruments globally, with AstraZeneca now holding 11 units.
If you’re new to Clever Culture Systems, then today’s update may not mean much.
What you need to frame for the right terms of reference is the significance of the APAS Independence system to pharmaceutical labs everywhere.
The APAS Independence system promises to automate the safety tests required of the humble Petri dish by speeding up the sterile testing process.
It does this by photographing each plate, applying an AI-trained algorithm to interpret what’s growing, and producing results that are faster, traceable, and free from fatigue or inconsistency - which for Global drug makers is a really big deal.
Underpinning today’s market update were revelations that commercial momentum continued during the quarter, with annual recurring revenue from software licences and maintenance exceeding $1.0 million, providing a more stable revenue base.
Cash inflows totalled $1.7 million for the quarter, all debt was repaid, and the company ended December with $3.1 million in cash plus a further $1.9 million in committed or known inflows over the next two quarters.
Commenting on today’s market update, CEO Brent Barnes told the market that the December quarter was a watershed for the business, underscored by greater awareness and external validation of the company’s technology.
“APAS Independence continues to set the standard for performance in end-point automation, with leading customers presenting real-world data and outcomes that validate the strength of our technology,” he said.
Over the next 6 months, the company expects to complete further sales and placements with new customers that expand the number of different customer groups using the technology.
This will establish a broader APAS user base and grow the number of network sales opportunities within the sales pipeline.
Barnes also highlighted a potential sales pipeline exceeding 90 instruments with existing large pharmaceutical customers, implying more than $45 million in possible upfront sales if conversions occur.
It’s understood that the evaluations at Novo Nordisk, Boehringer Ingelheim and Pfizer are a key part of the company’s “Land and Expand” sales strategy, targeting major pharmaceutical manufacturers.
At the end of the quarter, net cash inflows from financing activities were $1.1 million, with $2.1 million from the receipt of proceeds from the exercise of options, less $1.0 million outflow for the repayment of the South Australian Government loan – this loan is now fully repaid, and the company carries no debt.
The company will hold a conference call at 9 am AEDT on Wednesday, 4 February 2026, to discuss the financial results for the Quarter and the business outlook.
The share price virtually doubled overnight to $0.028 mid-July last year after receiving a purchase order from Novo Nordisk for an APAS Independence to undertake an evaluation.
However, since peaking at $0.037 late September, the share price has struggled.
Clever Culture Systems has a market cap of $67 million; the share price is up 82% in one year and up 10% in the last month.
While the stock's 200-day moving average is trending upwards and highlights long-term investor interest in the stock, the 20-day moving average is falling as upwards momentum wanes.
Consensus does not cover this stock.
Woodside Energy lifts after record production exceeds FY25 guidance
Shares in Woodside Energy (ASX: WDS) were trading up 2.3%, with investors looking past the energy producer’s unimpressive 4Q results – with production down 4% quarter on quarter to 48.9 MMboe – to record full-year FY25 production of 198.8 MMboe, which was ahead of its guidance for the year.
Management was quick to attribute the result to sustained plateau production at Sangomar through late October and Pluto LNG operating at 100% reliability for the second half of the year.
While the North West Shelf Project delivered 99.8% reliability, Sangomar and Shenzi delivered 99.2% and 98% reliability, respectively.
Average realised prices declined 5% from the September quarter to $57 a barrel of oil equivalent, reflecting lower oil-linked and gas pricing, while for FY 2025, the average realised price was $60 per barrel, down 5% from $63 per barrel a year earlier.
Woodside's unit production costs came in at $7.80 per barrel in FY 2025, which was in the middle of its guidance range of $7.60 to $8.10 per barrel.
Commenting on today’s update, acting CEO, Liz Westcott, reaffirmed preliminary 2025 cost and capital guidance, with unit production costs of around US$7.8 a barrel and capital expenditure excluding Louisiana LNG of about $US3.78 billion.
She also noted that production guidance of 172 million to 186 million boe reflects planned downtime at Pluto ahead of processing Scarborough gas.
Meanwhile, Woodside reminded the market that its Scarborough Energy Project was 94% complete, on budget and on track for first LNG in the December quarter of 2026 - with the floating production unit arriving in Australia after departing China.
The Beaumont New Ammonia project achieved first production in December, while Trion in Mexico reached 50% completion and remains on track for first oil in 2028.
Woodside’s share price has been bouncing higher since slumping at $19.63 last April.
However, the stock remains significantly under its most recent high of $38.00 late July 2023.
Since its merger with BHP’s petroleum assets in June 2022, Woodside has struggled to close a significant valuation gap compared to its global peers.
Woodside currently trades at around 10.2x to 10.9x earnings, significantly lower than the global peer group average of 22.3x to 24.2x and below the broader oil and gas industry average of 13.8x.
Some market analysts attribute this discount to several ongoing pressures and perceived risks, none the least being the execution risk of growth projects.
While Woodside is managing high-stakes, large-scale projects including Scarborough, Pluto Train 2, and Louisiana LNG, the market is also pricing in potential regulatory delays, cost inflation, and the complexity of executing these multi-billion dollar developments simultaneously.
Adding to that uncertainty was the shock exit of the CEO, Meg O’Neill in late 2025, causing shares to drop by around 7% in December 2025.
Woodside Energy has a market cap of $47.1 billion; the share price is up 1.7% in one year and up 7% over the last month.
The stock’s shares appear to be in a near-term downtrend confirmed by its 20-day moving average.
Consensus is Moderate Buy.
This article does not constitute financial or product advice. You should consider independent advice before making financial decisions.
