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tungsten
Tungsten: Its A Metal Whose Moment Has Arrived And These 3 ASX Stocks Are Exposed To It!
Tungsten has quietly become one of the most strategically significant metals in the world. China controls roughly 80% of global supply, yet Beijing has spent the past 18 months systematically restricting exports, and the consequences for Western industrial and defence supply chains are now acute. Prices are at all-time highs, the supply-demand deficit is structural rather…
Shares in Dimerix
Shares In Dimerix (ASX:DXB) Fell 40% Today; Not About The Data, But About the Timing
Shares in Dimerix fell over 35% this morning and some may think the decline was irrational. After all, the announcement confirmed >90 per cent statistical power for its primary endpoint, reminded the market that its 2024 futility analysis showed the drug outperforming placebo, and reported no safety issues across seven IDMC reviews. On paper, that…
Percheron
Percheron Therapeutics (ASX:PER): An Oncology Biotech That’s Growing Its Footprint
Percheron Therapeutics is not the kind of company that typically commands market attention at a A$6–7m valuation. Yet the more one looks at its trajectory over the past twelve months, the more it becomes clear that the market is missing something important. The company has moved from being a near‑dormant shell to a clinical‑stage immuno‑oncology…
American Express
American Express (NYSE:AXP): A Premium Model in a Changing World – Is It Worth a Look?
American Express (NYSE:AXP) remains one of the most structurally differentiated businesses in global payments. Its premium cardholder base, closed‑loop network, and multi‑layered revenue model continue to give it an economic profile that Visa and Mastercard simply do not share. Berkshire Hathaway's long-standing conviction in the stock is well known, and the company’s recent performance suggests…
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