Invion Secures Non-Dilutive Backing to Advance Cancer Therapy
Invion (ASX:IVX) saw a sharp rerating today, with the share price rising 20% following the announcement of potential non-dilutive funding that meaningfully changes the near-term risk profile of the business.
Rather than issuing new shares to advance its oesophageal cancer program, Hanlim Pharm will fund the required preclinical…
Goodman Partners with CPP Investments
Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with CPP Investments to establish a 50:50 European data centre development partnership with an indicative scale of A$14B.
The initial capital commitment totals A$3.9B and will fund four projects across Frankfurt, Amsterdam and Paris, delivering 435 MW…
3 Tech Growth Picks Set to Lead the Next Wave
Many investors are searching for high quality opportunities where the risk to reward profile offers genuine upside. Against a macro backdrop marked by rising unemployment and persistent inflation concerns, We believe 2026 will reward a more selective approach that prioritises strong fundamentals, durable business models,…
Two Roads to Data Dominance
Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively.
In Australia,…
Investors Reprice Meteoric Resources After Caldeira Rare Earths Licence
Meteoric Resources (ASX:MEI) has seen a sharp rerating this month, with the shares surging 28% following progress at its flagship Caldeira rare earths ionic clay project in Minas Gerais, Brazil. Caldeira sits at the core of Meteoric’s valuation and stands out as one of the most…
Why Telix Pharmaceuticals Pullback Could Be a Second Chance
Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a company that previously delivered consistently strong growth. Disclosure issues and delays around FDA progress for its brain cancer imaging asset have clearly weighed on sentiment and reset near term expectations. As a result, the stock…
Great Northern Minerals Surges 15% on High-Grade Antimony Discovery
Great Northern Minerals (ASX: GNM) has surged 15% today following strong news from its Catalyst Ridge project, which hosts antimony and rare earth mineralisation. The announcement focused on the discovery of an antimony sulphide vein extending over a 1 km strike length, with vein widths ranging…
4DMedical Rockets to Record High
4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company at A$0.25 per share and have since watched it evolve from a small cap into a business now valued at over A$1 billion, making it one of Australia’s strongest performing biotech companies. The latest 15%…
EOS Powers Ahead with A$152M Defence Bonanza.
Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week, highlighted first by a South Korean contract valued at A$120 million for high energy laser weapons supporting counter unmanned surface vessel systems. This was followed today by a A$32 million contract for the R400 remote…
RocketBoots Doubles After Securing A$9M ARR Deal
RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company that entered the session with a market capitalisation of roughly A$32M. The rally followed the announcement of a A$9M ARR contract with a global tier one retailer, which is clearly a meaningful commercial win and…
