Testing GPS Free Swarm Tech With NTU
Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological University covering four inventions focused on GPS free localisation and coordination methods for drone swarm navigation.
For investors, the key point is that this is an evaluation first, with an option to convert into exclusive rights…
Tech Stocks
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Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved.
The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time.
The sharper…
The Real AI Bottleneck Is Data, Not Models Fortif AI
Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane.
We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…
Why WTC Is More Volatile Than Xero and Megaport
WiseTech is trading at its cheapest level in five years.
And it is not happening in a vacuum. Investors have already felt the bloodbath across SaaS lately. Today alone, WiseTech opened down 15%, while Xero was down 4% and Megaport was down 4%.
So the question investors are…
You may hear the occasional passing comment that the market is volatile, but the VIX Index (also known as the Volatility Index) is one way to make that comment visible.
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What is the VIX Index?
The VIX index, also known…
The Market Saw $133m, Not the $285m Story
AMP had a sharp fall early this morning, and it felt like the market was laser focused on statutory numbers this reporting season.
Statutory NPAT fell 11%, largely because of the size of the below the line items that hit reported profitability.
What’s interesting though is the underlying picture…
AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate
Aussie Broadband had a sharp surge this morning, up 20%, after announcing it will acquire AGL Energy Limited’s telco business, described as AGL Telco, including its customers and assets.
What comes with this network is a meaningful base of services: 218,000 NBN Co Limited services,…
Acusensus Surges as WA Contract Doubles
Acusensus (ASX: ACE) climbed 8 per cent on Tuesday, and what stood out was not just the contract itself but what it says about the company's trajectory. By doubling its Western Australia enforcement fleet to twelve units and extending the partnership through October 2028, Acusensus added another A$13 million…
G8 Education This Is Not a Cash Crisis, It’s a Capital Returns Reset
G8 Education had a rough session today, sliding about 15% to around 53 cents after the company flagged a large goodwill impairment.
The headline number is big. Management is expecting a goodwill impairment of roughly $350 million.
The first thing to understand is that…
Bravura Solutions (ASX: BVS) surged 29 per cent on Monday after the wealth management software provider delivered its second guidance upgrade in just four months. Revenue expectations for FY26 have now been lifted to A$280-A$285 million, up from the A$265-A$275 million range set only in October, while cash EBITDA guidance jumped to A$69-A$73 million from…
