Helios Energy (ASX:HE8) advanced Presidio production and drilling plans, but A$65k cash makes funding the key catalyst from here.
Charlie Youlden
Electro Optic Systems (ASX:EOS) lifted backlog to A$518m as counter drone orders and positive operating cash flow sharpen the recovery story.
Royalty revenue moves closer after Q3
Weebit Nano is one of our favourite stocks and one we have been covering with Pitt Street Research for eight years.
Weebit is now close to a major shift in where value is created. Royalty revenue is moving onto the horizon, and we think royalties could represent 20–30% of business…
AWS Carries the Profit Weight
Amazon (NASDAQ:AMZN) delivered US$181.5 billion in Q1 2026 revenue, which is an outstanding number by almost any global company standard.
Revenue grew 17% YoY, showing a clean acceleration despite many of Amazon's segments already operating at mature scale. That is the part investors should pay attention to. Growing this quickly…
Design completion is not the milestone that moves a semiconductor company from interesting to credible. Fabrication entry is. Nanoveu (ASX:NVU) crossed that line in the March quarter, with its subsidiary EMASS completing tape-out of the 16nm ECS-DoT chip and commencing fabrication at TSMC.
That is a materially different stage of development from the 22nm commercial…
Woolworths Group (ASX:WOW) A$18.1b Q3 sales, Middle East conflict adds cost pressure heading into Q4
Woolworths Group (ASX:WOW) has reported Q3 FY26 group sales of A$18.1 billion, up 4.5% on the prior year. Australian Food drove the result through 5.9% top-line growth, with eCommerce sales growing 23.8% and Everyday Rewards active members reaching a record 10.7 million.
The harder part of this update sits in the outlook section. The conflict…
South32 (ASX:S32) has updated its Hermosa Taylor project with a number that will get investor attention. Growth capital expenditure has increased to approximately US$3,300 million, up by around US$1,100 million from final investment approval in February 2024.
First production has also moved from H2 FY27 to H2 FY28, and nameplate capacity from FY30 to FY31.…
Beats revenue ceiling, EBITDA nearly doubles guidance midpoint as Myriad carries the result
The number that matters in Aroa Biosurgery's (ASX:ARX) FY26 preliminary result is not the revenue beat itself. It is the gap.
Aroa guided to NZ$92 to NZ$100 million in revenue at constant currency and printed NZ$101 million on that basis, exceeding the…
PhosCo (ASX:PHO) has returned rock chip grades up to 21% copper at its King’s Eye prospect in Tunisia, with a deep IP anomaly pointing to an untested drill target below 100 metres.
DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.
