Australian Investors Podcast 4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3]
Dec 26, 2025
Ben Richards and Luke Laretive from Seneca Financial Solutions dive into four intriguing ASX micro-cap stocks poised for potential growth. They discuss Red Hill Minerals (RHI) with its solid 11% yield and cashflow possibilities, as well as Euroz Hartleys (EZL), highlighting its history of capital returns. ReadyTech (RDY) stands out as an overlooked software business with takeover potential. Finally, Stellar Resources (SRZ) is explored for its high-grade tin project and possible M&A activity, showing promise for the future.
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Royalty Cash Machine
- Red Hill Minerals earns a 0.75% royalty on MinRes's Onslow iron project and requires no operating capital.
- Luke says each 1Mtpa of output roughly equals A$1m of revenue to Red Hill, creating a cash-generating royalty business.
Monitor Operator And Commodity Risks
- Watch MinRes production, road repairs and iron ore prices because Red Hill's receipts depend on them.
- Expect fully franked dividends as Red Hill commits to pay 50% of royalty revenue to shareholders.
Cash Rich Broker With A Return History
- Euroz Hartleys is a Perth broker-wealth business with a history of returning capital via buybacks and special dividends.
- Luke highlights large cash balances that enable recurring dividends and potential future capital returns.