World-Class Rare Earth Potential
St George Mining (ASX:SGQ) has delivered an exceptional run on the ASX, rising 242% over six months despite a recent 40% pullback driven largely by shifting macro sentiment. We’ve covered SGQ extensively in recent months, and today the spotlight is on the company’s Araxá Project in Brazil, which has just produced…
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The list of ASX stocks working with OpenAI is only just getting started...but it is a longer list than you may think. We are not talking about companies searchable by ChatGPT. This list is of companies that are formally business partners with Sam Altman's companies. There are only 4 so far, but it is a…
NEXTDC Signs MOU with OpenAI
NEXTDC (ASX:NXT) surged 8% today after announcing that it has signed a memorandum of understanding with OpenAI, making it one of Australia’s leading data centre companies to partner directly with the global AI leader. The agreement forms part of the OpenAI for Australia program and aims to develop a sovereign…
4DMedical Lands $15M Order from Philips, Marks Shift to Full Commercial Rollout
4DMedical (ASX:4DX) has taken a meaningful step forward, securing a US$10 million (~A$15 million) commercial order commitment from global imaging leader Philips.
With respiratory illness and chronic lung disease on the rise worldwide, healthcare systems are increasingly prioritising imaging solutions that are faster, safer,…
Gold Shines for Turaco
Turaco Gold (ASX: TCG) jumped 12% today after reporting strong gold intercepts from its Afema Gold Project in Côte d’Ivoire.
The Woulo Woulo infill drilling returned broad, consistent gold zones with grades up to 1.07 g/t gold, while the nearby Herman prospect delivered a higher-grade discovery, yielding surface-level gold at 32.6 g/t.
For…
Major Capital Return and New Dividend Policy
QuickFee has distributed $28.5 million to shareholders as of 1 December, paid at 7.5 cents per share. The announcement sent the stock up 22% today as investors reacted positively to the capital return.
Following the distribution, the company’s pro forma balance sheet sits at around $11.2 million. QuickFee also…
Epiminder (ASX: EPI) made its ASX debut on Monday after raising $125 million at $1.50 per share, giving the company a market capitalisation of approximately $325 million. The Melbourne-based medtech is backed by hearing implant giant Cochlear (ASX: COH), which holds a 36% stake following the listing. For investors, the critical question now is whether…
Our sister company Pitt Street Research published a research update on the Melbourne-based drug developer Dimerix (ASX: DXB). Pitt Street Research used to have a valuation range of between 84 cents to $1.07 per share on Dimerix, but with this latest research the new range is $1.65 to $2.17. That's considerably higher than the 28…
The Reserve Bank of Australia meets next week, and while most expect rates to stay put, the conversation is shifting. The economy is showing cracks, retail spending is soft, housing is cooling, and unemployment is rising. That raises an interesting question: what if the RBA surprises with a November rate cut? It sounds unlikely, but…
The uranium sector just got its biggest validation in decades. Amazon, Microsoft, and Google have collectively committed billions to nuclear energy projects, not for virtue signalling, but to power their energy-starved AI data centres. When the world's smartest tech companies all reach the same conclusion simultaneously, investors should pay attention.
US electricity demand is expected to…
