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Barossa cash flow now drives the Santos valuation debate

Barossa has now shipped its first LNG cargo through Darwin LNG, Pikka phase 1 is nearing first oil, and Santos (ASX: STO) has just approved a Cooper Basin optimisation project aimed at cutting costs and extending field life. That is the attraction. The tension is that energy prices remain cyclical, major projects still need to ramp…

ByCharlie YouldenMarch 31, 2026

Rio Tinto needs Pilbara cash flow to unlock copper and lithium value

Rio Tinto (ASX: RIO) enters 2026 with two opposing forces in plain sight: the Pilbara iron ore machine is still generating the bulk of cash, but the company is spending heavily to build a broader future through Oyu Tolgoi, Simandou and lithium. That tension matters because investors are trying to judge whether current cyclical pressure…

ByCharlie YouldenMarch 31, 2026

NEXTDC rerates on 296.8MW order book converting into billings through FY29

NEXTDC (ASX: NXT) has moved sharply higher after a run of announcements that changed how much future capacity investors can reasonably expect the company to monetise. The biggest trigger was the 25 February 2026 half-year result, when contracted utilisation jumped 137% to 416.6MW and the forward order book reached 296.8MW, with that capacity expected to convert…

ByCharlie YouldenMarch 31, 2026

IperionX valuation now hinges on Virginia converting prototypes into repeat orders

IperionX (ASX: IPX) now has its Virginia titanium manufacturing campus online, government funding largely locked in, and a free transfer of about 290 metric tons of titanium scrap to feed current operations. That is the core tension in the stock today. The underlying asset base and strategic position look stronger than they did a year ago,…

ByCharlie YouldenMarch 31, 2026

Calix valuation turns on Bacchus Marsh revenue from Green360 tolling

Calix (ASX: CXL) has reached an important point because its valuation now rests less on distant decarbonisation promise and more on whether its existing assets can convert into repeatable revenue. The clearest recent example was the 23 March Green360 toll processing agreement, which allows Calix to process up to 30,000 tonnes a year of calcined clay…

ByCharlie YouldenMarch 31, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…

ByNick SundichMarch 31, 2026

Botanix (ASX: BOT) The Bleeding Has Stopped, Now Comes the Hard Part

Cash Burn Slowing, Execution Risk Rising Botanix announced an important update on its supplier payment terms, which gives investors much better visibility around the company’s cash runway. For many investors following the stock, cash burn has been one of the biggest concerns. That is why the recent placement at 6 cents per share came as such…

ByCharlie YouldenMarch 30, 2026

Atomo Diagnostics (ASX:AT1) Raises A$4m as FebriDx CLIA Waiver Unlocks Pascal Volume Upside

Atomo Diagnostics A$4m Raise Funds Scale-Up as FebriDx US Rollout Accelerates Atomo Diagnostics has just completed a fresh capital raise to fund growth. The company raised A$4M through a A$3M placement and a A$1M share purchase plan. The new shares were issued at 3.3 cents each, which represented a 10% discount to the company’s 15-day moving…

ByCharlie YouldenMarch 30, 2026

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would. You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…

ByNick SundichMarch 30, 2026

4DMedical (ASX:4DX) Just Hit A$3.6B, CE Mark Approved, Now the Hard Part Starts

Two Bull Catalysts, One Huge Valuation Question 4DMedical has had two bullish catalysts help push the company to a A$3.6B valuation. We started covering 4DMedical at 25 cents and have now seen it grow from a micro-cap into one of the top ASX performers, with a lot of future expectations now built into the share…

ByCharlie YouldenMarch 27, 2026

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Tech Stocks

Barossa cash flow now drives the Santos valuation debate

Rio Tinto needs Pilbara cash flow to unlock copper and lithium value

NEXTDC rerates on 296.8MW order book converting into billings through FY29

IperionX valuation now hinges on Virginia converting prototypes into repeat orders

Calix valuation turns on Bacchus Marsh revenue from Green360 tolling

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

Botanix (ASX: BOT) The Bleeding Has Stopped, Now Comes the Hard Part

Atomo Diagnostics (ASX:AT1) Raises A$4m as FebriDx CLIA Waiver Unlocks Pascal Volume Upside

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

4DMedical (ASX:4DX) Just Hit A$3.6B, CE Mark Approved, Now the Hard Part Starts

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