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Environmental Clean Technologies (ASX:ECT) Just Doubled Its PFAS Market

Rice Deal Expands From Soil to Water Treatment ECT has expanded its licensing agreement with Rice University to include the right to apply Flash Joule Heating to PFAS-contaminated adsorbents used in water remediation. On the back of that news, the stock surged 28%. The reason investors should pay attention is that this materially expands ECT’s target…

ByCharlie YouldenApril 7, 2026

Sun Silver’s Maverick Springs Is Big Enough. Now It Has to Become Buildable.

Sun Silver Heap leach test work sharpens the Maverick Springs valuation debate Sun Silver (ASX: SS1) investment case now turns on a clearer decision problem. What looks stronger is that Maverick Springs appears increasingly capable of supporting a lower-capital heap leach development path for a 539Moz AgEq Nevada resource. What remains at risk is that…

ByCharlie YouldenApril 2, 2026

Tungsten Mining NL, Watershed now carries the rerating case over Mt Mulgine scale

Tungsten Mining moved the story forward on 1 April by outlining a 175-hole, 15,000m drilling program at Watershed to define shallow high-grade tungsten zones for an accelerated development assessment. The immediate consequence is practical rather than promotional: investors now have a nearer-term test of whether Watershed can support a faster route to cash than the…

ByUjjwal MaheshwariApril 2, 2026

Larvotto Resources, Hillgrove restart timing now drives Larvotto’s value case

Can Larvotto’s Hillgrove antimony-gold restart into production by mid-2026 without permitting or execution slippage, because if it can, the company is sitting on what it says is Australia’s largest and most advanced antimony deposit with clear strategic value. The latest updates have been constructive, with plant refurbishment tracking on schedule and budget, PYBAR already underground, and…

ByUjjwal MaheshwariApril 2, 2026

Acrow’s $256m pipeline now must translate into cleaner earnings

Acrow (ASX:ACF) investment case comes down to whether its record $256.0m hire revenue pipeline and unprecedented Jumpform and Screens order books can outweigh the near-term drag from softer first-half margins and elevated debt after growth capex. That tension sharpened on 1 April when management confirmed FY26 guidance of $315m to $325m in revenue and $80m…

ByUjjwal MaheshwariApril 2, 2026

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Actinogen Medical (ASX:ACW) investment case is a simple trade-off between funding and execution risk over the next seven months and the potential value of Xanamem if its pivotal XanaMIA Alzheimer’s trial delivers in November 2026. That tension eased materially after the company raised $16.8m in February, lifting pro forma cash to about $29.5m and extending…

ByUjjwal MaheshwariApril 2, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

AML3D Delivery Done, Cash Unlocks in H2 Investors are moving back into tech stocks today, and AML3D has added to the positive tone by announcing that it has successfully installed and commissioned a large-scale Arcemy X 6700 system at Fastech LLC, a US manufacturer that supplies parts to the defence, aerospace, and industrial sectors. We…

ByCharlie YouldenApril 1, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026