Newsletter

Technology

Sprintex (ASX:SIX) Soars 46% on A$27M Contract

Sprintex’s A$27M Contract Moves It from Concept to Commercial Execution Sprintex (ASX:SIX) surged 46% today after announcing it had secured approximately A$27 million in contracted orders, a development that meaningfully changes the investment narrative. The agreement with MW Techniek covers 500 ZLD UP compressor systems and 500 integrated PLC control systems, with deliveries scheduled over…

ByCharlie YouldenDecember 29, 2025

Metallium (ASX:MTM) Jumps 10% After Successful FJH Integration Clears Path for Texas Scale-Up

Texas Technology Campus Development Kicks Off Following Key FJH Integration Success For investors currently holding MTM shares, or those considering an entry into Metallium (ASX:MTM), we believe the company is taking the right steps to build long term value. The progress on global partnerships with Ucore and Glencore is not just encouraging on paper, it…

ByCharlie YouldenDecember 29, 2025

Our 5 ASX Predictions for 2026!

This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…

ByNick SundichDecember 24, 2025

Electro Optic Systems (ASX:EOS) Soars 105% in a Month as Defence Contracts Fuel Major Rebound

EOS Rockets 105% as A$180M in New Defence Deals in December Electro Optic Systems (ASX:EOS) has staged a sharp rebound, reflecting the renewed strength we are seeing across defence stocks on the ASX as government spending and contract momentum accelerate. Investor interest has been underpinned by a rapidly expanding order book, with backlog now sitting…

ByCharlie YouldenDecember 23, 2025

Invion (ASX:IVX) Surges 20% on Non-Dilutive Funding for Cancer Program

Invion Secures Non-Dilutive Backing to Advance Cancer Therapy Invion (ASX:IVX) saw a sharp rerating today, with the share price rising 20% following the announcement of potential non-dilutive funding that meaningfully changes the near-term risk profile of the business. Rather than issuing new shares to advance its oesophageal cancer program, Hanlim Pharm will fund the required preclinical…

ByCharlie YouldenDecember 23, 2025

Goodman Group (ASX:GMG) Strikes A$14B Data Centre Deal with CPP Investments

Goodman Partners with CPP Investments Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with CPP Investments to establish a 50:50 European data centre development partnership with an indicative scale of A$14B. The initial capital commitment totals A$3.9B and will fund four projects across Frankfurt, Amsterdam and Paris, delivering 435 MW…

ByCharlie YouldenDecember 23, 2025

Computershare (ASX:CPU): The Unsung Hero of Market Infrastructure

Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…

ByUjjwal MaheshwariDecember 23, 2025

NEXTDC or Coreweave, which is the better long-term Investment

Two Roads to Data Dominance Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively. In Australia,…

ByCharlie YouldenDecember 22, 2025

Is Telix Pharmaceuticals (ASX:TLX) Now Undervalued With Phase 3 China Clinical Success?

Why Telix Pharmaceuticals Pullback Could Be a Second Chance Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a company that previously delivered consistently strong growth. Disclosure issues and delays around FDA progress for its brain cancer imaging asset have clearly weighed on sentiment and reset near term expectations. As a result, the stock…

ByCharlie YouldenDecember 22, 2025

4DMedical (ASX:4DX) Hits Record High on Tier-One Cleveland Clinic Deal

4DMedical Rockets to Record High 4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company at A$0.25 per share and have since watched it evolve from a small cap into a business now valued at over A$1 billion, making it one of Australia’s strongest performing biotech companies. The latest 15%…

ByCharlie YouldenDecember 19, 2025