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Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive

A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion, a meaningful step up from the roughly US$800 plus billion allocated in FY25. That uplift in spending continues to flow through to defence technology providers, and Electro Optic Systems has been a clear beneficiary. Investors who…

ByCharlie YouldenJanuary 13, 2026

How Nuclear Energy Became the World’s Most Feared Energy Source

Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured strong market attention, most notably during the 2006 to 2008 period often referred to as the nuclear renaissance. That phase followed earlier historical peaks, from the atomic age of the 1950s through to the large-scale…

ByCharlie YouldenJanuary 12, 2026

Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang

The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the share price surging 16% to around A$180 per share following the full resolution of its long running litigation with Aristocrat. The outcome removes a major overhang that has weighed on investor sentiment, bringing long awaited…

ByCharlie YouldenJanuary 12, 2026

Aussie Broadband (ASX:ABB): A likeable telco that can reach for the skies again

Aussie Broadband (ASX:ABB) is a good illustration of a Telco stock you can like (as opposed to Telstra). Since listing on the ASX in 2020 at a market cap of under $200m, it has substantially grown its customer base, revenues and, consequently , its valuation which was $1.5bn as of…

ByNick SundichJanuary 12, 2026

Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?

Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent months, falling from around A$1.00 in October to approximately A$0.57 today. Like many critical minerals names, sentiment has been weak, but the key trigger for Novonix was the loss of its major supply agreement with…

ByCharlie YouldenJanuary 9, 2026

Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update

Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with a market capitalisation above A$5 billion, this represents a meaningful re rating by the market. Today’s trading update helps explain why. Codan reported group revenue of A$394 million, up 29% on the prior period, indicating that…

ByCharlie YouldenJanuary 9, 2026

Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue

Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around US$350 billion, with the raise expected to be led by GIC and Coatue. If confirmed, this would represent a significant step up from valuation levels discussed only a few months ago and highlights the continued…

ByCharlie YouldenJanuary 8, 2026

Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract

Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a strong commercial announcement that the company has been selected as the preferred supplier for a new electronic patient record system at University Hospitals Sussex. While the contract has not yet been formally signed, Alcidion has…

ByCharlie YouldenJanuary 8, 2026

Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win

From Battlefield to Main Street Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately A$682k. This is an important step for the business as it demonstrates early traction beyond pure defence markets and highlights the potential to broaden its…

ByCharlie YouldenJanuary 8, 2026

DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?

Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than 100% over the past month. For those who have been following our coverage, we have written extensively on the company’s growth trajectory and long term opportunity. In our recent analysis, we focused on the underlying fundamentals…

ByCharlie YouldenJanuary 7, 2026