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ASML (NASDAQ:ASML) Q1 sales +15%, but system shipments slowed and stock fell 7%
Net orders beat revenue 1.2x, yet investors punished machine sales ASML (NASDAQ:ASML) sits at the centre of the semiconductor supercycle and remains one of the most important companies in global chip development. Its lithography machines are fundamental to how advanced semiconductors are made, which is why each quarterly result gives investors a useful read on…
April 16, 20260Comments
BOTANIX
Biotech Stocks
Botanix Pharmaceuticals (ASX:BOT) lands Piramal API backup, targets 25% to 40% COGS cut
Botanix de-risks Sofdra supply chain with Piramal as second API source Botanix Pharmaceuticals (ASX:BOT) has taken a meaningful step forward in de-risking its supply chain, securing a second API supplier after what had been one of the most significant operational vulnerabilities facing the business. This matters more than it might appear on the surface. Even with…
April 16, 20260Comments
FireFly Metals
Mining Stocks
Boss Energy (ASX:BOE) Production Downgrade, Rain-Driven Disruption, and Why FY27 Is Now the Test
Honeymoon guidance cut to 1.40-1.45M lbs as weather and infrastructure delays compound Boss Energy Limited's (ASX:BOE) Honeymoon uranium operation in South Australia has had a difficult quarter, and the company has now formally revised its FY26 production guidance downward. What was previously a 1.6M lbs target has been reduced to a range of 1.40M to…
April 15, 20260Comments
Market news
Nufarm (ASX:NUF) 17% EBITDA Jump, A$50m Cost Cut, and the De-leveraging Story Investors Missed
Net debt falls A$130m while a strategy reset quietly changes the earnings picture Nufarm Limited's (ASX:NUF) first-half update landed this morning and the headline number is straightforward. Underlying EBITDA for the six months to 31 March 2026 is tracking between A$239m and A$244m, which is roughly 17% above the prior corresponding period at the midpoint.…
April 15, 20260Comments
Telix Pharmaceuticals
Tech Stocks Technology
Telix Pharmaceuticals (ASX:TLX) refinances with US$600m 2031 convert at 1.5% coupon
Raises US$600m in convertible debt, cuts refinancing risk ahead of Pixclara PDUFA Telix Pharmaceuticals (ASX:TLX) is sourcing US$600 million of convertible debt, replacing nearer-dated debt with a longer-dated instrument that reduces refinancing pressure and gives the company more room to stay focused on product launches. What stands out to us is the 1.5% coupon. That is…
April 15, 20260Comments
IperionX
Tech Stocks Technology
IperionX (ASX:IPX) analysts see $9 target, but 2026 is about execution not earnings
GenX scale-up, Titan economics, customer volumes must land Can IperionX (ASX:IPX) really reach the holy grail of titanium manufacturing and emerge as a formidable titanium producer on both the ASX and Nasdaq? Many investors are following the IperionX story, which has ridden a strong wave of momentum after the US push to reshore manufacturing. Titanium remains…
April 14, 20260Comments

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