Why AUB, Domino's, DroneShield, and Focus Minerals shares are storming higher

These shares are having a better day than most on Tuesday. But why?

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Key points

  • The S&P/ASX 200 Index falls 0.35% to 9,024 points amid broader market disappointment.
  • AUB Group Ltd shares jump 9% following a takeover proposal, prompting confidentiality talks.
  • Domino's Pizza Enterprises Ltd soars 17% on speculation of a $4 billion Bain Capital offer.

The S&P/ASX 200 Index (ASX: XJO) is having a disappointing session on Tuesday. At the time of writing, the benchmark index is down 0.35% to 9,024 points.

Four ASX shares that are not letting that hold them back are listed below. Here's why they are rising:

AUB Group Ltd (ASX: AUB)

The AUB share price is up 9% to $39.12. Investors have been buying this insurance broker's shares after it received a takeover approach. It received an unsolicited, confidential and non-binding indicative proposal from Arbutus, an entity affiliated with EQT, to acquire it for $45.00 cash per share. In response, the company's board said: "After careful consideration, the AUB board determined that it would be in the best interests of AUB shareholders to enter into a confidentiality and exclusivity agreement with EQT to further progress the proposal as exclusivity was a key condition of the proposal."

Domino's Pizza Enterprises Ltd (ASX: DMP)

The Domino's share price is up 17% to $18.13. This has also been driven by takeover news. According to reports, Bain Capital has tabled an offer that values the pizza chain operator at $4 billion. Domino's has not yet confirmed the reports but its shares have been put in a trading pause. This could be an indication that it is preparing a response to the speculation.

DroneShield Ltd (ASX: DRO)

The DroneShield share price is up almost 5% to $4.82. This is despite there being no news out of the counter drone technology company today. However, with its shares pulling back materially from recent highs, it is possible that some investors believe they are attractively priced. Bell Potter thinks this would be a good idea. Last week, it put a buy rating and $5.30 price target on its shares. It said: "We expect 2026 will be an inflection point for the global counter-drone industry with countries poised to unleash a wave of spending on soft-kill detect and defeat solutions. Consequently, we believe DRO should win a material portion of its $2,550m potential sales pipeline over the next 3-6 months as defence budgets roll over to FY26."

Focus Minerals Ltd (ASX: FML)

The Focus Minerals share price is up 22% to $2.61. This morning, this gold miner released its quarterly update and revealed a strong performance from the Coolgardie Gold Project. Focus Minerals reported 20,014 ounces of gold were sold at an average realised price of $5,288 per ounce, alongside 2,540 ounces of silver credits. As a result, the company ended the period with cash of $113.6 million.

Motley Fool contributor James Mickleboro has positions in Domino's Pizza Enterprises. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Domino's Pizza Enterprises and DroneShield. The Motley Fool Australia has recommended Aub Group and Domino's Pizza Enterprises. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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