The China Regulatory Path Is Still Moving Forward
Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with the share price down around 55% and now trading near A$11.70 at the time of writing. In our experience, this is often when a stock becomes worth revisiting. Sustained share price weakness can create opportunities,…
The Cost of Optimistic Timelines in Battery Manufacturing
Novonix has experienced a volatile year, with the share price ranging from highs near A$1.00 to more recent levels around A$0.42. That decline reflects a series of setbacks that have weighed on investor confidence in Novonix and reshaped the near term growth narrative.
Around November, the company lost…
Trump’s Bond Trades Hint at a Calculated Media Allocation
An interesting disclosure has emerged from a recent White House financial filing, offering a rare glimpse into personal fixed income activity tied to President Donald Trump.
The document outlines 191 bond purchase and sale transactions attributed to Trump. Among these, the filing shows purchases of Netflix bonds…
What Retail Investors Need to Know Before Chasing the Story
4DMedical has quickly become one of the more talked about stocks in the market, and with that attention comes the need for clarity.
In this piece, we want to break down the company’s latest investor presentation and what it really means for shareholders. That includes a…
Why TSMC 77% of Revenue Now Comes From the Cutting Edge
TSMC, the founding force behind the global foundry model and the manufacturer of the world’s most advanced semiconductor chips, delivered another very strong quarter.
Revenue reached approximately US$33 billion, representing 25% year-on-year growth. This result reinforces a trend we continue to see across the semiconductor…
External Validation Sends Shares Flying
Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following a major funding announcement that the market clearly interpreted as far more than just another capital raise.
The company announced that its HOPE 1 special purpose vehicle had secured approximately US$33 million in committed capital from…
Australia’s Flagship Defence Tech Champions
At the core of the DroneShield story, if investors have not already worked it out, is momentum.
For small and mid cap companies that are approaching profitability and beginning to cross the commercialisation threshold, market momentum often becomes the dominant force driving share price performance. DroneShield is a clear example of…
Gold 2026 Predictions: Continued Winning When Confidence Breaks
With gold remaining one of the most closely followed commodities among investors, we wanted to step back and understand what high quality, large institutions are forecasting for gold prices and why the outlook continues to attract so much attention.
Gold has long played a unique role in financial…
The Inflection Point Investors Were Waiting For
DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the share price re rate by around 20% on the day. We think the result marks an important turning point for the business after a prolonged period of cash burn.
Customer receipts reached approximately A$3 million during…
Why This Was More Than Just Another Assay Result
Terra Metals (ASX:TM1) has delivered an exceptional outcome for investors, with the stock up close to 400% over the past year. Momentum has continued following the release of the company’s first assay results from SW5, a target within the Southwest prospect area at the Dante Project.
Importantly,…
