Texas Technology Campus Development Kicks Off Following Key FJH Integration Success
For investors currently holding MTM shares, or those considering an entry into Metallium (ASX:MTM), we believe the company is taking the right steps to build long term value. The progress on global partnerships with Ucore and Glencore is not just encouraging on paper, it…
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Weebit Nano (ASX:WBT) bagged an elephant
On 29 December 2025, Weebit Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world's largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is a massive deal for…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
EOS Rockets 105% as A$180M in New Defence Deals in December
Electro Optic Systems (ASX:EOS) has staged a sharp rebound, reflecting the renewed strength we are seeing across defence stocks on the ASX as government spending and contract momentum accelerate. Investor interest has been underpinned by a rapidly expanding order book, with backlog now sitting…
Invion Secures Non-Dilutive Backing to Advance Cancer Therapy
Invion (ASX:IVX) saw a sharp rerating today, with the share price rising 20% following the announcement of potential non-dilutive funding that meaningfully changes the near-term risk profile of the business.
Rather than issuing new shares to advance its oesophageal cancer program, Hanlim Pharm will fund the required preclinical…
Goodman Partners with CPP Investments
Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with CPP Investments to establish a 50:50 European data centre development partnership with an indicative scale of A$14B.
The initial capital commitment totals A$3.9B and will fund four projects across Frankfurt, Amsterdam and Paris, delivering 435 MW…
Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…
Two Roads to Data Dominance
Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively.
In Australia,…
Why Telix Pharmaceuticals Pullback Could Be a Second Chance
Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a company that previously delivered consistently strong growth. Disclosure issues and delays around FDA progress for its brain cancer imaging asset have clearly weighed on sentiment and reset near term expectations. As a result, the stock…
TechnologyOne (ASX: TNE) has finally put one of Australia's longest-running employment disputes behind it. The Federal Court threw out a former manager's A$54.7 million claim late last week, clearing the Brisbane-based software company completely. For investors, this removes a legal cloud that has hung over the stock since 2016. But with shares trading around A$28.35,…
