Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt
Iluka Resources (ASX:ILU) saw a sharp sell off of around 15%, which is a meaningful move for a business with a market capitalisation of roughly A$2.78 billion. The reaction suggests investors were uneasy about the near term earnings setup and the balance sheet…
Tech Stocks
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Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building
Metallium (ASX:MTM) has just released its quarterly results, and there is a lot to unpack.
At first glance, it looks like the market may have been hoping for a little more, which helps explain the initial reaction. But when you look through the…
Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing
Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU), as it moves into the next phase of its 22nm ReRAM fabrication and co design program. This matters because NTU is the institute Dorsavi originally acquired the ReRAM IP from, and the company is also…
If you want to invest in data centre stocks, we would assume you are most likely thinking that it is a no-brainer as long as you have patience. You could just simply say: NextDC (ASX:NXT), alluding to that company's 100-fold growth from an $80m start-up of Bevan Slattery's to an $8bn company. You may or…
AnteoTech Slides on $3.5m Raise as Dilution Fears Hit
AnteoTech (ASX: ADO) dropped 14.2 per cent on Tuesday to A$0.018 after announcing a A$3.5 million capital raise at a steep discount. The company will issue 245.69 million new shares at A$0.0155 each, plus 122.8 million options as a sweetener for investors. That price sits 26…
Nanoveu Sends Chip Design to Foundry Tape Out
Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the tape out phase.
For investors, especially those looking at opportunities in the semiconductor space, this is a key step because it marks the point where a chip design is effectively finalised and sent to the foundry…
DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash
DroneShield’s (ASX:DRO) numbers this quarter did not come as a surprise. The company ended the year on a strong note, delivering A$216 million in FY25 revenue, up 277%.
In this note, we are going to break down the quarterly result in a clear, objective way. We…
Silver Is Becoming the Market’s Second Insurance Policy
Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…
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…
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…
