From Battlefield to Main Street
Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately A$682k. This is an important step for the business as it demonstrates early traction beyond pure defence markets and highlights the potential to broaden its…
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum
DroneShield (ASX:DRO) has staged a sharp recovery, rising more than 100% over the past month. For those who have been following our coverage, we have written extensively on the company’s growth trajectory and long term opportunity.
In our recent analysis, we focused on the underlying fundamentals…
CurveBeam AI Gets the Green Light
CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI approval for its previously announced strategic investment supporting long term expansion into China. Importantly, this is not a new transaction. Rather, it represents a key regulatory greenlight that allows Chinese capital to legally move offshore…
4DMedical Takes Flight
4DMedical (ASX:4DX) announced today that UC San Diego Health has commenced commercial clinical use of its CT VQ software, a meaningful milestone that further validates the company’s technology. Following the announcement, the stock reached a new all time high of A$4.70 per share. This marks the company’s fourth major academic medical centre…
Adisyn Hits Development Milestone
Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures. This is a meaningful technical milestone.
To understand why this matters, we will look at how modern semiconductor chips are manufactured and why…
Silex Missed the Big One
Shares in Silex Systems (ASX:SLX) fell 26% today after the company provided an update on US government funding outcomes for its uranium enrichment technology. While the headline included a positive award, the market reaction was driven by what Silex did not receive rather than what it did.
Silex disclosed that its…
Hot Metal, Hot Bid
BlueScope Steel (ASX:BSL), a multi-billion-dollar steel producer with operations across North America, Australia, New Zealand, the Pacific Islands, and Asia, responded to market speculation around a potential acquisition after confirming it had received a non-binding indicative proposal. The proposal, jointly submitted by SGH and Steel Dynamics, sought to acquire 100% of…
CEO Exit Jars Battery Age Minerals Investors
Battery Age Minerals (ASX:BM8) announced that its Chief Executive Officer, Nigel Broomham, will step down effective 20 March 2026, with the board formally commencing a search for a replacement. The market reaction was swift, with the share price falling 15% on the day.
Importantly, there were no material red…
Fatal Queensland Mine Collapse Sends Coronado Shares Lower
Shares in Coronado Global Resources (ASX:CRN) fell 12% today after the company was forced to halt production at one of its Queensland coal mines following a fatal underground incident. The company confirmed that a worker was killed on Friday after a roof collapse at its Mammoth underground…
Elon’s New Workforce Doesn’t Need Lunch Breaks
We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics, a project he has described as potentially the largest product opportunity of all time and, in his view, an effectively unlimited revenue generator. While this outlook is clearly ambitious, our focus is on separating aspiration…
