HMC Capital (ASX:HMC) reaffirmed FY26 guidance while simplifying its platform around recurring earnings and high ROE growth.
Growth Stocks
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…
2026 has 8 months to go, but we think that the Nuix Judgement (i.e. the Federal Court’s dismissal of ASIC’s case against Nuix) will be the most consequential corporate law outcome of the year.
The impact goes beyond Nuix and could well influence ASIC's boldness to pursue corporate cases. The judgement clarified that forecasts must be…
When we last wrote about Black Cat Syndicate (ASX:BC8) in December 2023, the company had just secured a A$60m equity investment from Chinese industry investors — a pivotal moment for a developer that had spent years assembling a multi-asset gold portfolio in Western Australia. Since then, BC8 has graduated from developer to producer, achieved first…
