A hidden deep tech portfolio with a free option on growth
Powerhouse Ventures (ASX:PVL) is an A$18.6 million deep tech portfolio that most investors have not noticed yet.
PVL is now rebuilding itself around a deep tech portfolio growing at 30% per half, an advisory business starting to scale, and a new fund that could re-rate…
Growth Stocks
Decidr AI Industries (ASX:DAI) raised A$15m to fund Sugarwork productisation, agentic AI expansion and sovereign compute plans.
HMC Capital (ASX:HMC) reaffirmed FY26 guidance while simplifying its platform around recurring earnings and high ROE growth.
Gentrack (ASX:GTK) cut FY26 revenue guidance while signalling a NZ$20m buyback and stronger recurring revenue growth.
When will we see hydrogen in Australia? Not as a fad, not as an idea, but as a widespread energy source as we are all being told it will be? Earlier this decade, you could be forgiven for thinking the answer was very soon — billions were being pledged, projects were multiplying, and major companies…
For every one of the ASX Biotech Success Stories, there are several failures. While a handful of companies can and do convert clinical data into extraordinary value, many others run into the barrier that decides everything: the primary endpoint.
The successes tend to follow a recognisable pattern — a credible clinical signal, external validation, and either…
DUG Technology (ASX:DUG) grew Q3 revenue 35%, lifted EBITDA 49% and moved into net cash as software and HPC revenue scaled.
Royalty revenue moves closer after Q3
Weebit Nano is one of our favourite stocks and one we have been covering with Pitt Street Research for eight years.
Weebit is now close to a major shift in where value is created. Royalty revenue is moving onto the horizon, and we think royalties could represent 20–30% of business…
Here’s How ASX Companies Become 10-Baggers And How Investors Can Identify Top Candidates To Be Next!
Every investor eyeing off ASX companies will desire to find a 10‑bagger. Very few work with a structure that makes it repeatable. Yet these moves are not random. In our experience, they follow a recognisable sequence, and the ASX has offered clean examples over the past year in companies like 4D Medical, Sunrise Energy Minerals…
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
