Droneshield is on the comeback with an AUD $8 million contract win
With much of the panic among DroneShield (ASX:DRO) investors now easing, our recent coverage has focused on the underlying fundamentals of the business, which we believe remained intact throughout the sell off.
The sharp decline in the share price created an opportunity for investors…
Precious Metals Meltdown
After silver surged to fresh highs in 2025, reaching around US$79 per ounce, both silver and gold have seen a period of sharp profit taking. This pullback followed a powerful rally in late December, when gold climbed toward US$4,550 per ounce and silver briefly moved above US$80 per ounce, with some intraday…
RocketBoots Secures A$9M ARR Deal and A$7M Raise to Fuel Global Growth
RocketBoots (ASX:ROC) has emerged as a standout small cap on the ASX, capturing investor attention following the announcement of a A$9 million annual recurring revenue contract with a global tier one retailer. More recently, the company raised A$7 million through a placement to…
Sprintex’s A$27M Contract Moves It from Concept to Commercial Execution
Sprintex (ASX:SIX) surged 46% today after announcing it had secured approximately A$27 million in contracted orders, a development that meaningfully changes the investment narrative. The agreement with MW Techniek covers 500 ZLD UP compressor systems and 500 integrated PLC control systems, with deliveries scheduled over…
Silver’s 170% Run Sparks Debate: Boom or Early Warning?
Over the past year, silver has surged from around US$29 to nearly US$79 per ounce, marking one of the strongest runs across major commodities. Demand has continued to build, reinforcing the view that both gold and silver have been standout performers in recent market cycles. That…
Texas Technology Campus Development Kicks Off Following Key FJH Integration Success
For investors currently holding MTM shares, or those considering an entry into Metallium (ASX:MTM), we believe the company is taking the right steps to build long term value. The progress on global partnerships with Ucore and Glencore is not just encouraging on paper, it…
EOS Rockets 105% as A$180M in New Defence Deals in December
Electro Optic Systems (ASX:EOS) has staged a sharp rebound, reflecting the renewed strength we are seeing across defence stocks on the ASX as government spending and contract momentum accelerate. Investor interest has been underpinned by a rapidly expanding order book, with backlog now sitting…
Portfolio Protection Strategies Every Investor Needs for 2026
Predicting the future in markets is close to impossible, but there are indicators that can help frame the range of scenarios that may unfold.
Taking a devil’s advocate view, several risks are worth acknowledging. Rising China US political tensions, the US moving deeper into the later stages of…
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…
