Cash Burn Slowing, Execution Risk Rising
Botanix announced an important update on its supplier payment terms, which gives investors much better visibility around the company’s cash runway.
For many investors following the stock, cash burn has been one of the biggest concerns. That is why the recent placement at 6 cents per share came as such…
America’s Iran War Bill Is Exploding
An Iranian strike, likely involving a drone, appears to have damaged a US E-3 Sentry airborne warning and control aircraft at Prince Sultan Air Base in Saudi Arabia. Reports suggest the hit landed near the radar dome attachment point, which matters because the E-3 is not just a surveillance…
Bab el-Mandeb Is the Real ASX Market Risk
Over the weekend, the Houthis formally entered the current Iran-Israel-US conflict by launching their first direct attacks on Israel since the war began. The group reportedly fired missiles and later carried out a drone strike, saying the attacks were in response to strikes on Iran and allied…
Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book, enough fuel for approximately 32km of driving per week, and a queue. Nearly five decades later, the mechanism has been updated, but the underlying problem, namely our structural dependence on imported refined fuel, has not.
The…
Atomo Diagnostics A$4m Raise Funds Scale-Up as FebriDx US Rollout Accelerates
Atomo Diagnostics has just completed a fresh capital raise to fund growth. The company raised A$4M through a A$3M placement and a A$1M share purchase plan.
The new shares were issued at 3.3 cents each, which represented a 10% discount to the company’s 15-day moving…
The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would.
You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…
Every time a parcel travels across the Tasman or a courier van pulls up outside an Auckland office, there is a reasonable chance Freightways (ASX:FRW) is behind it. Yet for many retail investors, particularly those in Australia, this company sits in the category of companies they may passively benefit from without ever consciously choosing to…
Stocks with better fundamentals trail their peers - that's just the reality of the market. But why?
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Case in point
Last week, it was another day another 4DX Medical (ASX:4DX) re-rating, all because the Mayo Clinic agreed to use its…
4 ASX Healthcare Stocks to Buy at Valuation Lows
ASX healthcare stocks have had a brutal run. Five years of underperformance, persistent earnings downgrades, and aggressive rate hikes have pushed the sector to levels many investors have not seen in a generation. According to Wilsons Advisory, ASX 100 healthcare stocks now trade at two-decade lows…
Is Qantas a buy? Qantas (ASX: QAN) has fallen roughly 33% from its all-time high of A$12.62, set in August 2025, with shares sitting around A$8.45 as of Thursday’s close. While that decline began before the current conflict, the Iran war has accelerated the selloff sharply since late February as jet fuel prices surged from…
