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Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Actinogen Medical (ASX:ACW) investment case is a simple trade-off between funding and execution risk over the next seven months and the potential value of Xanamem if its pivotal XanaMIA Alzheimer’s trial delivers in November 2026. That tension eased materially after the company raised $16.8m in February, lifting pro forma cash to about $29.5m and extending…

ByUjjwal MaheshwariApril 2, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

PEXA Group (ASX: PXA) Plunges 15% After UBS Downgrade: Buying Opportunity or a Warning Sign?

PEXA Faces Regulatory Headwinds: What’s Next? PEXA Group (ASX: PXA) had a bruising Wednesday, falling nearly 15% to close at A$12.97 after UBS downgraded the stock from buy to neutral and cut its price target from A$17.50 to A$15.70. There was no earnings miss and no operational failure. What spooked the market was a shift…

ByUjjwal MaheshwariApril 2, 2026

AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

AML3D Delivery Done, Cash Unlocks in H2 Investors are moving back into tech stocks today, and AML3D has added to the positive tone by announcing that it has successfully installed and commissioned a large-scale Arcemy X 6700 system at Fastech LLC, a US manufacturer that supplies parts to the defence, aerospace, and industrial sectors. We…

ByCharlie YouldenApril 1, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026

Scarborough timing now matters more than Beaumont for Woodside Energy Group

Woodside Energy Group (ASX: WDS) is nearing first LNG from Scarborough, has just taken operational control of the Beaumont New Ammonia plant in Texas, and is still funding a multi-year slate of major projects. That mix explains the tension in the stock. The underlying asset base is large, cash-generative and long-life, but the near-term reality is…

ByCharlie YouldenMarch 31, 2026

Metallium (MTM) 10-Year Offtake Lands, Now It’s All About Scale

Indium Signs On, the Commercial Loop Just Closed Metallium has signed a 10-year supply offtake agreement with Indium Corporation. An offtake agreement is a pre-agreed sales contract, so Metallium has now locked in a committed buyer for its recovered metals. The deal runs for 10 years with automatic five-year renewals. A few weeks ago, Metallium had…

ByCharlie YouldenMarch 31, 2026

Mozal shutdown has hurt South32 but Hermosa now drives the valuation

Mozal Aluminium has gone from a producing smelter to care and maintenance, and that single change says a lot about South32 (ASX: S32) right now. On one hand, the company has lost output from an established aluminium asset after failing to secure enough affordable power beyond March 2026. On the other, it still owns a portfolio…

ByCharlie YouldenMarch 31, 2026

Sigma Healthcare rerating rests on delivering $100m merger synergies

Sigma Healthcare (ASX: SIG) now turns on one fact above all others: the Chemist Warehouse merger has transformed a low-growth wholesaler into a scaled pharmacy retail and distribution group, and management has already lifted the expected synergy prize to $100m a year by FY29 from $60m. That upgrade, announced in October, was the clearest signal…

ByCharlie YouldenMarch 31, 2026

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Tech Stocks

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

PEXA Group (ASX: PXA) Plunges 15% After UBS Downgrade: Buying Opportunity or a Warning Sign?

AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Scarborough timing now matters more than Beaumont for Woodside Energy Group

Metallium (MTM) 10-Year Offtake Lands, Now It’s All About Scale

Mozal shutdown has hurt South32 but Hermosa now drives the valuation

Sigma Healthcare rerating rests on delivering $100m merger synergies

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2020, the Golden Year

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