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…
Tech Stocks
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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,…
WiseTech Global (ASX: WTC) climbed 3 per cent to A$70.18 on Friday after founder and Executive Chairman Richard White was cleared of all misconduct allegations following a year-long external review. For a stock now down more than 50 per cent from its A$140 highs, this news marks a turning point. But with an ASIC investigation…
4DMedical Rockets to Record High
4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company at A$0.25 per share and have since watched it evolve from a small cap into a business now valued at over A$1 billion, making it one of Australia’s strongest performing biotech companies. The latest 15%…
EOS Powers Ahead with A$152M Defence Bonanza.
Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week, highlighted first by a South Korean contract valued at A$120 million for high energy laser weapons supporting counter unmanned surface vessel systems. This was followed today by a A$32 million contract for the R400 remote…
BetMakers Technology Group (ASX: BET) jumped as much as 11 per cent on Thursday before settling up around 6 per cent after landing a multi-year deal with Stake.com, one of the world's largest online betting platforms. Stake will use BetMakers' RaceOdds+ product to power its global horse racing offering, gaining access to full pricing and…
RocketBoots Doubles After Securing A$9M ARR Deal
RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company that entered the session with a market capitalisation of roughly A$32M. The rally followed the announcement of a A$9M ARR contract with a global tier one retailer, which is clearly a meaningful commercial win and…
The Cracks Are Starting to Show at CoreWeave.
CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI data centre narrative, and the share price performance reflects that enthusiasm. However, at the current valuation, we think the stock risks becoming a value trap unless investors look much deeper into the underlying fundamentals. This…
Broadcom Helped Build Google’s AI Brain
Broadcom (NASDAQ: AVGO) has delivered a 46% gain for investors over the past year, yet it remains underappreciated by many, not from a valuation point of view, but more so from the value creation it provides in the semiconductor market, largely because of its sheer scale and the complexity…
Nanoveu’s 16nm Chip Enters the Final Stretch.
Nanoveu (ASX: NVU) has made solid technical progress with its subsidiary EMASS completing the core integrated circuit work for its next generation 16nm ECS Dot Edge design. EMASS has now finished front end design, synthesis, and physical design, placing the chip in the final stages ahead of tape…
