Metallium’s Glencore Pact Adds New Spark to Its Recycling Story
Since bottoming at A$0.69, Metallium has rallied to above A$1.00, delivering a return of more than 55% for investors who were willing to lean into the volatility seen in late 2025. Today’s news of an updated binding agreement with Glencore, one of the world’s largest…
4DX Medical’s Future: What Investors Should Watch
We have been closely following 4DMedical since 25c per share and have published extensive analysis on the company over time. Today’s announcement saw the stock surge 18% following the appointment of a new Chief Financial Officer, Julian Sutton, who has been a non-executive director and an early shareholder…
Sphere Corp’s US$2.4B Valuation Deal Sends Nickel Industries Higher
Today, Nickel Industries (ASX: NIC) surged 8% following an announcement that Sphere Corp will acquire a 10% interest in the ENC HPAL project, implying a project valuation of approximately US$2.4 billion.
What stands out to us is the quality of the incoming partner. Sphere is a South…
Elsight Extends 700% Rally with A$32M European Defence Contract
Elsight (ASX:ELS) has delivered an exceptional share price performance on the ASX, rising more than 700% over the past year, supported by strong momentum from the global defence sector. The company operates in a critical niche, developing mission-critical communications hardware that enables continuous and secure connectivity…
Small cap equities have underperformed broader market indices, and this has led some investors to revisit the asset class in search of better value relative to increasingly expensive large cap stocks. The Russell 2000 has lagged meaningfully, as capital has been concentrated in a narrow group of mega cap winners that continue to dominate index…
Heavy Machinery, Heavier Expectations
Caterpillar (NYSE:CAT) has benefited from a strong set of growth catalysts, driving the share price up more than 100% from its April lows earlier this year. The rebound reflects renewed investor confidence, supported by infrastructure spending, resilient end market demand, and expectations that the company can navigate the current part of…
The Smart Money Map for 2026 JP Morgan Outlook
Many investors are asking what 2026 could look like and where opportunities with attractive risk adjusted returns may emerge. While we do not believe in trying to predict short term market movements, as no one can do this with consistency, the aim of this article is…
Golden Christmas for Charger Metals
Charger Metals (ASX:CHR) shares surged 50% following the announcement of a high grade gold discovery at the XMAS prospect, located on the company’s 100% owned Mt Gordon tenement within the Lake Johnston lithium and gold project. Drilling returned several encouraging intercepts, including 12 metres at 6.55 grams per tonne of…
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…
