The Winners of 2025: Temple & Webster and Dateline Resources
Key Takeaway: Few companies in 2025, among top growth stocks have matched the scale, resilience, and strategic execution of Temple & Webster and Dateline Resources. Whether it’s digital retail or gold and critical minerals, these two companies are defining what it means to win in an evolving market.
While Temple & Webster reshaped Australian eCommerce, Dateline Resources Ltd has been building a trans-Pacific story of its own. The company’s 100%-owned Colosseum Gold-REE Project in California has become a flagship rare earth and gold asset, anchored by a JORC-compliant resource of 27.1Mt @ 1.26g/t Au for 1.1Moz gold, with over 67% classified as Measured and Indicated
The Losers of 2025: IDP Education and Infinity Lithium Face Heavy Selloffs
Key Takeaway: Two companies, two different sectors but the same result. In 2025, IDP Education and Infinity Lithium both suffered a sharp downward shift in investor sentiment, triggering substantial market cap losses amid operational delays and macro shocks.
Temple & Webster (ASX: TPW)
Temple & Webster: Doubling Value with Operational Precision
Temple & Webster (ASX: TPW), one of the high growth stocks, didn’t just grow in 2025 it exploded. For the half-year ending 31 December 2024, the online furniture and homewares leader reported record revenue of $314 million, marking a 24% year-on-year increase. What’s more impressive? That growth was powered by a 22% jump in active customers, higher order values, and a growing share of private-label products which now represent 45% of total revenue. These in-house brands are boosting delivered margins and customer loyalty alike.
On the profitability front, the company reported a 76% rise in EBITDA to $13.2 million, with free cash flow up 61% to $32.5 million. Their balance sheet remains bulletproof, with $139 million in cash and no debt. Innovation played a starring role: AI now handles over 60% of customer support interactions, cutting customer care costs by 50% since H1 FY23. Meanwhile, the home improvement category surged 41%, proving Temple & Webster’s expansion into adjacent verticals is bearing fruit.
But perhaps the clearest proof of investor conviction lies in the stock price. On 21 June 2024, TPW traded at $10.56. Exactly one year later, on 19 June 2025, it reached $21.91 a 107% increase, doubling shareholder value. That’s not just growth it’s leadership.
Dateline Resources Ltd (ASX: DTR)
Dateline Resources: Gold, Rare Earths, and North American Scale
In May 2025, Dateline, one of the growing companies to invest in, released an updated scoping study using a revised gold price of US$2,900/oz. The result? An economic leap:
- Total revenue: US$1.77 billion
- Net revenue before tax: US$827 million
- NPV (6.5%): US$550 million
- IRR: 61%
With operating costs unchanged, these numbers underscore how robust and scalable the project is even more so given that mineralisation remains open at depth.
But the gold isn't the only story. In June 2025, Dateline announced the start of a large-scale geophysics and geochemistry program targeting rare earth elements (REEs), with multiple breccia pipe targets newly confirmed. Field evidence strongly supports a much larger, intact gold-REE system extending well beyond historic mine workings.
Then came a major visibility boost: Dateline secured its OTCQB uplisting, allowing U.S. investors to trade its stock in USD under the ticker DTREF, without extra regulatory burden. This move, aligned with former President Donald Trump’s public remarks in April 2025 highlighting the Colosseum mine’s strategic importance, dramatically raised the company’s profile in the U.S.
Together, Temple & Webster and Dateline Resources showcase the two sides of winning in 2025: tech-enabled, margin-expanding consumer growth on one side, and resource-driven, geopolitically relevant asset development on the other. Both are not just riding trends they’re shaping them.
IDP Education (ASX: IEL)
IDP Education: Growth Story Breaks Under Policy Weight
IDP Education (ASX: IEL) has long traded as a market leader with defensive characteristics. But FY25 brought a major valuation reset, as the company’s exposure to international education policy became a liability. For the half-year to December 2024, revenue dropped 16%, with EBIT down 40% and NPAT collapsing 43%. A 27% plunge in Student Placement volumes and a 24% drop in IELTS testing drove a broad-based earnings decline. Canada, IDP’s largest market, saw a 43% enrolment contraction, while India’s IELTS volumes plummeted 55%.
In June, IDP issued a revised forecast, guiding for a 28-30% decline in full-year placements and 18-20% drop in testing volumes, as visa policy instability and economic headwinds hit conversion rates. Despite efforts to contain costs, the company’s operating deleverage intensified margin compression. The market responded swiftly: IDP’s share price fell from $14.50 on 21 June 2024 to just $3.76 on 19 June 2025 a staggering 74% drawdown, wiping billions in shareholder value. The stock is now trading in clear bear market territory, reflecting structural risks in the global education sector.
Infinity Lithium (ASX: INF)
Infinity Lithium: From Strategic Optionality to Investor Exodus
Infinity Lithium (ASX: INF) entered 2025 pursuing a dual-path strategy progressing its San José Lithium Project in Spain and fast-tracking newly acquired gold-copper-silver projects in Victoria. But regulatory delays and unproven assets triggered a sharp decline in investor confidence. The San Jose Mining Licence Application hit a major roadblock, with authorities requesting more detailed documentation, pushing timelines back significantly. The company also withdrew from a 18.8 million euro Spanish grant, citing low feasibility under current conditions further fuelling market scepticism.
Meanwhile, the Highland and Mitta Mitta gold projects remain early-stage, with no declared mineral resource and no drilling yet executed at key prospects like Comstock. Although the company had $12.1 million in cash at March-end, a significant portion is tied to restricted-use escrow accounts. With no production, revenue, or clear catalysts, the company was vulnerable to a liquidity-driven sell-off. Its share price fell from $0.054 on 21 June 2024 to $0.016 by 19 June 2025 - a 70% loss, placing the stock in penny stock territory and triggering sustained bearish momentum.
In a year defined by macro volatility and rising investor selectivity, IDP Education and Infinity Lithium both struggled to deliver clarity and execution. The result? A significant rerating of both equities as the market repriced risk and patience ran thin. For investors, 2025 served as a painful reminder: narrative alone is no defence when fundamentals shift.
(Source: Company Announcements)
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