Hormuz Blockade & What It Means for ASX Investors
Trump has ordered a naval blockade of the Strait of Hormuz starting Monday, April 14, after peace talks with Iran collapsed.
This follows six weeks of escalating conflict between the US, Iran and Israel. The blockade is expected to target Iranian oil exports and intercept tankers attempting…
$40m Regeneron cheque validates RLS as 49m shorts watch
Telix Pharmaceuticals (ASX:TLX) is building momentum after the positive NDA update for Pixclara, its PET imaging agent for glioma, a form of brain cancer. Today, the company added to that momentum by announcing a 50/50 partnership with Regeneron to develop and commercialise a new generation of…
AMA Group (ASX: AMA)’s recovery story is now being tested by whether improving earnings can translate into durable cash flow across its collision repair network, rather than fading as a short-term rebound. The business has moved beyond a pure survival narrative, but operating risks in parts of the network and still-soft repair volumes mean the…
Radiopharm Theranostics (ASX:RAD) is increasingly defined by whether its lead imaging asset RAD101 can convert encouraging mid-stage data into a credible registrational pathway, against a backdrop where clinical and execution risk remains high. The company has assembled a broad oncology radiopharmaceutical pipeline, but its near-term valuation still centres on whether one program can move from…
3P Learning (ASX: 3PL)’s valuation now hinges on whether the business review can arrest B2B school churn and declining revenue before the longer-term value in Reading Eggs, Mathletics and its expanding US homeschool channel is eroded. The urgency is clear from the half-year result: revenue fell to $51.9m and underlying EBITDAA to $5.7m, prompting management…
IperionX (ASX: IPX) is now a trade-off between the cash-hungry ramp-up at its Virginia Titanium Manufacturing Campus and the longer-term value of a government-backed domestic titanium platform that already has funding, feedstock and a permitted upstream asset in Titan. With Virginia online at 200tpa and expanding toward 1,400tpa, the company has moved beyond technology claims…
Telix Pharmaceuticals, The Clock Is Now Running
For many investors following Telix Pharmaceuticals (ASX:TLX), the story has been the sharp fall in the share price after the FDA setback, with the stock dropping almost 70% from its high to its low. What is becoming clearer now is that the company is taking real steps toward…
Amazon AI trade comes back, is it time to buy some stock
Amazon is continuing to see strong growth through AWS, which is helping offset concerns around the scale of its capex buildout. In our view, that matters because over the long term Amazon still looks attractive, especially with AWS backlog expected to move toward…
Xamble buys YouthsToday, adds nano creators and 65 agencies
Xamble Group (ASX:XGL) is completing a 55% majority acquisition of YouthsToday, a Southeast Asian influencer marketing platform with a strong presence across seven markets. The deal closes in April 2026.
The most significant gain from the acquisition is the scale it adds to Xamble’s network. Its influencer…
Hormuz is still Iran’s weapon
The Iran-US ceasefire came just two hours before Trump’s 8:00 p.m. Tuesday deadline, a deadline under which he had threatened to bomb every bridge and power plant in Iran. Trump also said the US would be helping manage the traffic buildup in the Strait during the ceasefire.
Even so, the deal…
