From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum
Life360 (ASX:360) delivered a very strong Q4 result, and the market reaction has been immediate.
After a sharp sell off that dragged the share price down to around A$26, the stock surged roughly 30% today. That move has put Life360 back on investors’ radars, and for…
Tech Stocks
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Investors speculate about which private companies could IPO and Airwallex has been one of the most commonly mentioned names. The decade-old fintech completed two US$300m funding rounds during 2025 with the latter valuing it at US$8bn (A$12bn).
Although it does not have to disclose its full financials as a private company, the company has indicated that…
Critical Metals, Defence Demand and a US-Focused Growth Story
For investors looking to uncover opportunities in structurally growing sectors, the reshoring of US manufacturing and the push to secure critical mineral supply chains continue to create meaningful tailwinds. Amaero (ASX:3DA) is emerging as a supplier of high value refractory spherical metal powders, including titanium alloys…
Volumes Surge, Customers Grow, Scale Is the Next Test
At a commercial and operational level, and despite the market reaction, we view this as a strong quarterly performance for Metal Powder Works. Customer engagement continued to accelerate, and copper and titanium powder volumes increased by more than 300% as multi-alloy customer programs expanded. In addition,…
Why the Market Re-Rated This Uranium Update
Despite broader market volatility, Paladin delivered a strong operational result, with the share price rising around 10% following the quarterly update. In our view, the move reflects improving execution and growing confidence in the company’s production profile.
During the quarter, Paladin produced 1.23 million pounds of uranium and sold…
Funding in Place for the Next Phase of US Expansion
Metallium has completed a A$75 million capital raising at A$0.84 per share, led by US-based institutional investors. The placement resulted in the issuance of approximately 89 million new shares and provides the company with the balance sheet strength needed to accelerate its next phase of…
Weebit Nano looks extremely promising
Weebit Nano (ASX: WBT) has had a remarkable run, with shares climbing more than 50 per cent over the past 12 months to trade around A$5.44. The company develops next-generation memory technology called ReRAM and has built serious momentum after signing licensing deals with two of the world's biggest chipmakers.…
Hub24 posts record inflows, but valuation looks stretched
Hub24 (ASX: HUB) jumped 8 per cent on Tuesday after smashing quarterly records once again. The wealth platform pulled in A$5.6 billion in net inflows for the December quarter, pushing first-half inflows to a record A$10.7 billion. Total funds under administration now sit at A$152.3 billion, up…
ARR Grew, Sentiment Fell
Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the market reaction told a very different story. The share price fell around 25% on the day, which tells us expectations were clearly set higher. In this note, we want to unpack what actually happened in…
Funding the Next Chapter of Growth, Not Plugging Holes
Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement to new and existing institutional investors at A$0.088 per share. From an investor perspective, this capital raise is best viewed as funding for the company’s next phase of execution rather than a balance sheet repair.
Importantly,…
