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Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the tape out phase. For investors, especially those looking at opportunities in the semiconductor space, this is a key step because it marks the point where a chip design is effectively finalised and sent to the foundry…

ByCharlie YouldenJanuary 27, 2026

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a surprise. The company ended the year on a strong note, delivering A$216 million in FY25 revenue, up 277%. In this note, we are going to break down the quarterly result in a clear, objective way. We…

ByCharlie YouldenJanuary 27, 2026

Silver Run Has a Different Engine This Time

Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…

ByCharlie YouldenJanuary 23, 2026

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the market reaction has been immediate. After a sharp sell off that dragged the share price down to around A$26, the stock surged roughly 30% today. That move has put Life360 back on investors’ radars, and for…

ByCharlie YouldenJanuary 23, 2026

Airwallex: Will this Australian-born fintech IPO in 2026? There were high hopes, but these may have been dashed

Investors speculate about which private companies could IPO and Airwallex has been one of the most commonly mentioned names. The decade-old fintech completed two US$300m funding rounds during 2025 with the latter valuing it at US$8bn (A$12bn). Although it does not have to disclose its full financials as a private company, the company has indicated that…

ByNick SundichJanuary 23, 2026

Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders

Critical Metals, Defence Demand and a US-Focused Growth Story For investors looking to uncover opportunities in structurally growing sectors, the reshoring of US manufacturing and the push to secure critical mineral supply chains continue to create meaningful tailwinds. Amaero (ASX:3DA) is emerging as a supplier of high value refractory spherical metal powders, including titanium alloys…

ByCharlie YouldenJanuary 22, 2026

Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction

Volumes Surge, Customers Grow, Scale Is the Next Test At a commercial and operational level, and despite the market reaction, we view this as a strong quarterly performance for Metal Powder Works. Customer engagement continued to accelerate, and copper and titanium powder volumes increased by more than 300% as multi-alloy customer programs expanded. In addition,…

ByCharlie YouldenJanuary 21, 2026

Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter

Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share price rising around 10% following the quarterly update. In our view, the move reflects improving execution and growing confidence in the company’s production profile. During the quarter, Paladin produced 1.23 million pounds of uranium and sold…

ByCharlie YouldenJanuary 21, 2026

Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale

Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84 per share, led by US-based institutional investors. The placement resulted in the issuance of approximately 89 million new shares and provides the company with the balance sheet strength needed to accelerate its next phase of…

ByCharlie YouldenJanuary 21, 2026

Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)

ARR Grew, Sentiment Fell Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the market reaction told a very different story. The share price fell around 25% on the day, which tells us expectations were clearly set higher. In this note, we want to unpack what actually happened in…

ByCharlie YouldenJanuary 20, 2026

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Technology

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

Silver Run Has a Different Engine This Time

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

Airwallex: Will this Australian-born fintech IPO in 2026? There were high hopes, but these may have been dashed

Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders

Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction

Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter

Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale

Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)

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