Viva Leisure (ASX:VVA) upgrades FY26 NPAT guidance above $12m as TPLR grows 30% and corporate clubs hit record 80% utilisation.
Growth Stocks
PhosCo has spent the last four years reshaping expectations for what the Gasaat Phosphate Project in Tunisia could become. The company began with two deposits, KEL and GK, and a Scoping Study that already delivered unusually strong economics for a project of its scale. What has unfolded since then is a steady broadening of the…
Guzman y Gomez (ASX:GYG) exits the US market and lifts Australia FY26 EBITDA guidance to A$85m, ending the long overhang on the stock.
Zip Co Jumps After Firstmac Settlement
Zip Co (ASX:ZIP) shares climbed more than 3% to A$2.27 after the buy now, pay later company settled a trademark dispute that had threatened its biggest brand asset, its own name. The settlement removes a cloud that had been hanging over the stock, and for investors, the real question…
The NTA Story Is Becoming a Fee Growth Story
Since our last coverage, Powerhouse shares have risen 21% to 14 cents.
Our view was that the company was ripe for a re-rate. Net tangible assets (NTA) were sitting almost 1:1 with the market cap, while funds management and advisory were starting to add a more scalable…
Xero (ASX:XRO) fell 8% after FY26 results as Melio weighed on margins, but organic growth and US revenue still support the turnaround case.
Zip Co Shares Drop on Forced Rebrand
Zip Co (ASX:ZIP) shares dropped as much as 5% on Wednesday after the High Court ruled against the company in a long-running trademark fight with non-bank lender Firstmac. Zip now has just 28 days to stop using the "Zip" name in Australia, meaning a full rebrand of its local…
Macquarie’s result for FY26 landed with the kind of force that tends to dominate headlines. A 30% jump in net profit to $A4.8bn, a record second half, and a return on equity rising to 14% created an understandable sense of momentum.
Yet the real story sits beneath the headline numbers. FY26 was a year shaped by…
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…
Decidr AI Industries (ASX:DAI) raised A$15m to fund Sugarwork productisation, agentic AI expansion and sovereign compute plans.
