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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

Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips

Funding the Next Chapter of Growth, Not Plugging Holes Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement to new and existing institutional investors at A$0.088 per share. From an investor perspective, this capital raise is best viewed as funding for the company’s next phase of execution rather than a balance sheet repair. Importantly,…

ByCharlie YouldenJanuary 20, 2026

Telix Pharmaceuticals (ASX:TLX) China Regulatory Progress Emerges After a 55% Sell-Off

The China Regulatory Path Is Still Moving Forward Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with the share price down around 55% and now trading near A$11.70 at the time of writing. In our experience, this is often when a stock becomes worth revisiting. Sustained share price weakness can create opportunities,…

ByCharlie YouldenJanuary 20, 2026

Novonix (ASX:NVX) Big Customers, Slipping Timelines, and a Market Losing Patience

The Cost of Optimistic Timelines in Battery Manufacturing Novonix has experienced a volatile year, with the share price ranging from highs near A$1.00 to more recent levels around A$0.42. That decline reflects a series of setbacks that have weighed on investor confidence in Novonix and reshaped the near term growth narrative. Around November, the company lost…

ByCharlie YouldenJanuary 19, 2026

4DMedical (ASX:4DX) What the Market Is Really Pricing In at A$5.40

What Retail Investors Need to Know Before Chasing the Story 4DMedical has quickly become one of the more talked about stocks in the market, and with that attention comes the need for clarity. In this piece, we want to break down the company’s latest investor presentation and what it really means for shareholders. That includes a…

ByCharlie YouldenJanuary 19, 2026

TSMC, AI Demand Keeps the World’s Chipmaker Firing on All Cylinders

Why TSMC 77% of Revenue Now Comes From the Cutting Edge TSMC, the founding force behind the global foundry model and the manufacturer of the world’s most advanced semiconductor chips, delivered another very strong quarter. Revenue reached approximately US$33 billion, representing 25% year-on-year growth. This result reinforces a trend we continue to see across the semiconductor…

ByCharlie YouldenJanuary 16, 2026

Zelira Therapeutics (ASX:ZLD) A 170% Surge Backed by Smart, Non-Dilutive Funding

External Validation Sends Shares Flying Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following a major funding announcement that the market clearly interpreted as far more than just another capital raise. The company announced that its HOPE 1 special purpose vehicle had secured approximately US$33 million in committed capital from…

ByCharlie YouldenJanuary 16, 2026

DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned

The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the share price re rate by around 20% on the day. We think the result marks an important turning point for the business after a prolonged period of cash burn. Customer receipts reached approximately A$3 million during…

ByCharlie YouldenJanuary 15, 2026