The China Regulatory Path Is Still Moving Forward
Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with the share price down around 55% and now trading near A$11.70 at the time of writing. In our experience, this is often when a stock becomes worth revisiting. Sustained share price weakness can create opportunities,…
Tech Stocks
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The Cost of Optimistic Timelines in Battery Manufacturing
Novonix has experienced a volatile year, with the share price ranging from highs near A$1.00 to more recent levels around A$0.42. That decline reflects a series of setbacks that have weighed on investor confidence in Novonix and reshaped the near term growth narrative.
Around November, the company lost…
What Retail Investors Need to Know Before Chasing the Story
4DMedical has quickly become one of the more talked about stocks in the market, and with that attention comes the need for clarity.
In this piece, we want to break down the company’s latest investor presentation and what it really means for shareholders. That includes a…
Why TSMC 77% of Revenue Now Comes From the Cutting Edge
TSMC, the founding force behind the global foundry model and the manufacturer of the world’s most advanced semiconductor chips, delivered another very strong quarter.
Revenue reached approximately US$33 billion, representing 25% year-on-year growth. This result reinforces a trend we continue to see across the semiconductor…
External Validation Sends Shares Flying
Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following a major funding announcement that the market clearly interpreted as far more than just another capital raise.
The company announced that its HOPE 1 special purpose vehicle had secured approximately US$33 million in committed capital from…
The Inflection Point Investors Were Waiting For
DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the share price re rate by around 20% on the day. We think the result marks an important turning point for the business after a prolonged period of cash burn.
Customer receipts reached approximately A$3 million during…
A Deal Built for the New Defence Cycle
The US defence budget has now been set at around US$1 trillion, a meaningful step up from the roughly US$800 plus billion allocated in FY25. That uplift in spending continues to flow through to defence technology providers, and Electro Optic Systems has been a clear beneficiary.
Investors who…
Why Nuclear Energy Still Scares Us and What Really Went Wrong
Many investors may remember periods when nuclear energy captured strong market attention, most notably during the 2006 to 2008 period often referred to as the nuclear renaissance. That phase followed earlier historical peaks, from the atomic age of the 1950s through to the large-scale…
The Legal Overhang Is Gone
Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the share price surging 16% to around A$180 per share following the full resolution of its long running litigation with Aristocrat. The outcome removes a major overhang that has weighed on investor sentiment, bringing long awaited…
Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect
Novonix (ASX:NVX) has experienced a sharp sell off in recent months, falling from around A$1.00 in October to approximately A$0.57 today. Like many critical minerals names, sentiment has been weak, but the key trigger for Novonix was the loss of its major supply agreement with…
