It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of ASX Stocks Not To Buy. Often, people are lured into companies because they represent compelling thematic right now: surging gold prices, copper's electrification boom, resilient healthcare demand, and a quick-service restaurant sector that keeps growing.
But not…
Technology
New Highs, New Contract, But Valuation Is Now the Debate
Electro Optic Systems has pushed to new highs on the back of the conflict in the Middle East. Today, the company announced a US$42M contract, or around A$59M, for its Slinger remote weapons system, including cannons, integration parts, and training. The customer was not disclosed,…
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
Admin Costs Up 5x, Now Prove the Titanium Scale Up
IperionX fell 7% to US$6.50 after releasing its half-year result. The stock has had a volatile year, reaching highs of US$8 before short reports triggered concerns around the growth story.
IperionX remains pre-revenue, but the broader story still aligns with the US push to onshore titanium…
The Biggest AI Infrastructure Bet Just Got Its First Payoff
Oracle surged more than 8% after hours after delivering a Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…
It is tough enough to be a tech stock right now, but even more painful to be a company like ReadyTech (ASX:RDY) which is not seeing a plunging share price just because of interest rates, but because it is seeing growth slow. And the most recent results that investors hated were not just a one…
With productivity the buzzword right now, ASX Stocks Making Productivity Gains are highly sought after. Just about all companies are talking about it, but not many are able to boast about a specific impact AI has had on productivity. This article outlines a few that can.
What are the Best ASX Stocks to invest in right…
200g per Tonne Gold Feedstock, Now Prove Throughput
Metallium has just given investors a firm update on the development of its Gator Point facility, with the company targeting five core minerals from electronic waste printed circuit boards: gold, copper, silver, gallium, and germanium. In simple terms, this feedstock includes old computer motherboards, server components, and…
TLX591-Tx Hits Safety Goals, US Enrollment Now in Sight
Telix is developing a new type of cancer treatment for advanced prostate cancer called TLX591-Tx.
Rather than relying on traditional chemotherapy or standard radiation, this therapy is designed to deliver a radioactive payload directly to prostate cancer cells using an antibody that targets PSMA, a protein that…
The Oil Chokepoint Shock
Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies like Karoon Energy, TMK Energy, and Woodside all trading in the green today.
The rally follows output cuts from several producers and the continued closure of the Strait of Hormuz, one of the most important shipping…
