Two Bull Catalysts, One Huge Valuation Question 4DMedical has had two bullish catalysts help push the company to a A$3.6B valuation. We started covering 4DMedical at 25 cents and have now seen it grow from a micro-cap into one of the top ASX performers, with a lot of future expectations now built into the share…

Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst Weebit Nano opened below the placement price today, which means the institutions that participated are already sitting in the red. Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M. The company…

As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics market reached an all-time high of US$16.5B, with 542,000 industrial robots installed in 2024. Looking at the broader robotics ecosystem, BCG’s longer-term framework is still useful. It estimates the global robotics market could grow from around…

Weebit Nano Wants A$100m Despite A$82m Cash Weebit Nano is one of those market darling names. Over the past year, the stock has delivered more than a 100% return, and it is a company we cover through institutional research. We want to help investors better understand what the business actually is and what it is…