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AMA Group (ASX:AMA) recovery is now being tested by whether cash flow can sustain the turnaround
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…
April 10, 20260Comments
Atomo Diagnostics
Healthcare Stocks
Radiopharm Theranostics (ASX: RAD) is increasingly defined by whether RAD101 can justify a registrational pathway
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…
April 10, 20260Comments
PEXA
Tech Stocks Technology
3P Learning (ASX:3PL) must arrest school churn to protect its valuation
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…
April 10, 20260Comments
iperionx
Tech Stocks Technology
IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value
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…
April 10, 20260Comments
Xamble Group
Tech Stocks Technology
Xamble Group (ASX:XGL) 3x influencer network overnight, but $700k synergy target looks light
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…
April 9, 20260Comments
DroneShield
Tech Stocks Technology
DroneShield (ASX:DRO) 15 mega-deals, $750m top ticket, and a surprise CEO change
$2.2b pipeline grows as CEO Oleg Vornik exits unexpectedly DroneShield’s  (ASX:DRO) April investor presentation gave us a few reasons to stay constructive. What stood out most was the scale of the opportunity in front of the business. Droneshield now has 15 ongoing deals above $30 million, with the largest deal under negotiation worth $750 million. We…
April 9, 20260Comments

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