Change Financial (ASX:CCA) has delivered a landmark FY26 result, achieving its maiden full-year profit while beating upgraded revenue and EBITDA guidance. Revenue grew 21%, underlying EBITDA surged 17 times and the company’s Vertexon PaaS platform has become the largest contributor to group revenue as it continues to scale across Australia and New Zealand. CEO Tony Sheehan joins The Stock Network’s @LelSmits to discuss the milestone result, the growth of Vertexon and the next phase of expansion.
💰 Reaching maiden profitability
📈 Scaling the Vertexon PaaS platform
📊 Accelerating growth into FY27
Change Financial (ASX:CCA) has delivered a landmark FY26 result, achieving its maiden full-year profit while beating upgraded revenue and EBITDA guidance. Revenue grew 21%, underlying EBITDA surged 17 times and the company’s Vertexon PaaS platform has become the largest contributor to group revenue as it continues to scale across Australia and New Zealand. CEO Tony Sheehan joins The Stock Network’s @LelSmits to discuss the milestone result, the growth of Vertexon and the next phase of expansion.
💰 Reaching maiden profitability
📈 Scaling the Vertexon PaaS platform
📊 Accelerating growth into FY27
Axiant Resources has listed on the ASX with the ticker code of AXR. The company was formed to hold the gold and base metal exploration assets being demerged from ASX-listed mining group Core Lithium (ASX:CXO). Subject to the completion of this planned demerger, Axiant Resources will hold a portfolio of seven projects. Its flagship Shoobridge Gold Project, along with the Adelaide River, Finniss, Albarta and Jervois Projects span the highly prospective Pine Creek region located in the Northern Territory. The remaining two projects are located in South Australia. Core Lithium is expected to retain a significant shareholding in Axiant Resources following completion of its IPO raising.
Board of Directors: Independent Non-Executive Chairman - Greg English; Managing Director and Chief Executive Officer - Michael Fechner; Independent Non‑Executive Director - Peter Bewick
Senior Management: Chief Financial Officer & Company Secretary - Daniel Travers
Media: The Stock Network, Lel Smits
Axiant Resources has listed on the ASX with the ticker code of AXR. The company was formed to hold the gold and base metal exploration assets being demerged from ASX-listed mining group Core Lithium (ASX:CXO). Subject to the completion of this planned demerger, Axiant Resources will hold a portfolio of seven projects. Its flagship Shoobridge Gold Project, along with the Adelaide River, Finniss, Albarta and Jervois Projects span the highly prospective Pine Creek region located in the Northern Territory. The remaining two projects are located in South Australia. Core Lithium is expected to retain a significant shareholding in Axiant Resources following completion of its IPO raising.
Board of Directors: Independent Non-Executive Chairman - Greg English; Managing Director and Chief Executive Officer - Michael Fechner; Independent Non‑Executive Director - Peter Bewick
Senior Management: Chief Financial Officer & Company Secretary - Daniel Travers
Media: The Stock Network, Lel Smits
Imagion Biosystems (ASX:IBX) is advancing a new approach to cancer detection with MagSense®, its non-radioactive, bio-safe molecular MRI imaging agent designed to help clinicians detect cancer earlier and with greater precision. With key Contract Research Organisation (CRO) work orders signed, investigational product manufacturing complete and discussions with seven prospective U.S. clinical trial sites in process, Imagion Biosystems Chair Bob Proulx joins The Stock Network`s Lel Smits to discuss how the company is moving through the critical steps required to launch the study.
🧪 Preparing for the start of the Phase 2 trial
🏥 Getting sites ready for patients
🚀 Imagion Biosystems’ near-term expectations
Imagion Biosystems (ASX:IBX) is advancing a new approach to cancer detection with MagSense®, its non-radioactive, bio-safe molecular MRI imaging agent designed to help clinicians detect cancer earlier and with greater precision. With key Contract Research Organisation (CRO) work orders signed, investigational product manufacturing complete and discussions with seven prospective U.S. clinical trial sites in process, Imagion Biosystems Chair Bob Proulx joins The Stock Network`s Lel Smits to discuss how the company is moving through the critical steps required to launch the study.
🧪 Preparing for the start of the Phase 2 trial
🏥 Getting sites ready for patients
🚀 Imagion Biosystems’ near-term expectations
DUG Technology (ASX:DUG) has secured a US$9.3 million, two-year contract with a national oil company to provide hosted high-performance computing (HPC) infrastructure and access to its DUG Insight software platform.
💻 US$9.3m contract: The two-year agreement commences in the first quarter of DUG Technology’s 2027 financial year, with the company providing hosted HPC infrastructure to support the client’s advanced subsurface processing and imaging requirements. The counterparty has not been named for commercially sensitive reasons.
🛢️ Geoscience computing demand: The contract gives the client access to DUG Technology’s full DUG Insight processing and imaging toolkit, enabling advanced workflows for processing and interpreting subsurface data. The award highlights demand for specialised computing infrastructure and software within the energy sector.
⚡ Integrated technology platform: The company’s HPC infrastructure and DUG Insight platform combines cloud-based HPC facilities, proprietary software, immersion cooling technology and geoscience services. The company says its technology is designed to help clients maximise the value of seismic data and support more informed decision-making.
DUG Technology (ASX:DUG) has secured a US$9.3 million, two-year contract with a national oil company to provide hosted high-performance computing (HPC) infrastructure and access to its DUG Insight software platform.
💻 US$9.3m contract: The two-year agreement commences in the first quarter of DUG Technology’s 2027 financial year, with the company providing hosted HPC infrastructure to support the client’s advanced subsurface processing and imaging requirements. The counterparty has not been named for commercially sensitive reasons.
🛢️ Geoscience computing demand: The contract gives the client access to DUG Technology’s full DUG Insight processing and imaging toolkit, enabling advanced workflows for processing and interpreting subsurface data. The award highlights demand for specialised computing infrastructure and software within the energy sector.
⚡ Integrated technology platform: The company’s HPC infrastructure and DUG Insight platform combines cloud-based HPC facilities, proprietary software, immersion cooling technology and geoscience services. The company says its technology is designed to help clients maximise the value of seismic data and support more informed decision-making.
Global private debt assets under management reached US$2 trillion by mid-last year, with the broader private credit ecosystem estimated at around US$4 trillion. Pengana Global Private Credit Trust (ASX:PCX) gives Australian investors access to a globally diversified private credit portfolio managed by Pengana Credit. CEO Nehemiah Richardson joins The Stock Network`s Lel Smits to discuss why access matters as much as allocation, how to put the strategy into practice and how to separate noise from real credit risk.
📌 Why access matters as much as allocation
🎯 Putting the strategy into practice
🔍 Separating noise from real credit risk
🚀 Looking ahead
📈 Performance
Global private debt assets under management reached US$2 trillion by mid-last year, with the broader private credit ecosystem estimated at around US$4 trillion. Pengana Global Private Credit Trust (ASX:PCX) gives Australian investors access to a globally diversified private credit portfolio managed by Pengana Credit. CEO Nehemiah Richardson joins The Stock Network`s Lel Smits to discuss why access matters as much as allocation, how to put the strategy into practice and how to separate noise from real credit risk.
📌 Why access matters as much as allocation
🎯 Putting the strategy into practice
🔍 Separating noise from real credit risk
🚀 Looking ahead
📈 Performance
Dicker Data (ASX:DDR) has delivered a strong first-half FY26 result, with its net profit after tax rising 54.1% to $60.7 million, as technology refresh cycles, AI infrastructure investment and software demand underpinned growth in revenue and earnings.
💰 Growth in both revenues and earnings accelerates: Gross revenue increases 14.2% to $2.10 billion, while gross profit rises 23.0% to $205.6 million. EBITDA grows 37.3% to $103.5 million, with net operating profit before tax up 50.1% to $86.4 million. The company says growth is being supported by device refresh cycles, AI-enabled PCs, data centre modernisation, enterprise networking and software.
🤖 AI demand builds: Dicker Data records more than $50 million in first-half AI-related invoiced value, its highest first-half AI sales and bookings result to date. Advanced Solutions revenue increases 16.9%, supported by infrastructure, data centre and AI-related investment, while Software grows 18% to remain the company`s largest category.
📈 Full year 2026 outlook remains positive: Management forecasts FY26 gross revenue of $4.3–$4.4 billion, representing growth of around 11–14%, with net operating profit before tax expected to be around $162–$165 million. Dicker Data expects AI-related revenues to accelerate in the second half, although it notes higher component prices and supply chain costs could weigh on unit demand and inventory costs.
Dicker Data Executive Chair and Managing Director Fiona Brown indicated that the result reflects the company`s ability to capture opportunities from technology refresh cycles, AI infrastructure investment and software and cybersecurity demand.
“The first half result highlights the resilience of Dicker Data’s partner ecosystem and the increasing relevance of our role in helping partners address more complex customer requirements." – Fiona Brown, Executive Chair and Managing Director
Dicker Data (ASX:DDR) has delivered a strong first-half FY26 result, with its net profit after tax rising 54.1% to $60.7 million, as technology refresh cycles, AI infrastructure investment and software demand underpinned growth in revenue and earnings.
💰 Growth in both revenues and earnings accelerates: Gross revenue increases 14.2% to $2.10 billion, while gross profit rises 23.0% to $205.6 million. EBITDA grows 37.3% to $103.5 million, with net operating profit before tax up 50.1% to $86.4 million. The company says growth is being supported by device refresh cycles, AI-enabled PCs, data centre modernisation, enterprise networking and software.
🤖 AI demand builds: Dicker Data records more than $50 million in first-half AI-related invoiced value, its highest first-half AI sales and bookings result to date. Advanced Solutions revenue increases 16.9%, supported by infrastructure, data centre and AI-related investment, while Software grows 18% to remain the company`s largest category.
📈 Full year 2026 outlook remains positive: Management forecasts FY26 gross revenue of $4.3–$4.4 billion, representing growth of around 11–14%, with net operating profit before tax expected to be around $162–$165 million. Dicker Data expects AI-related revenues to accelerate in the second half, although it notes higher component prices and supply chain costs could weigh on unit demand and inventory costs.
Dicker Data Executive Chair and Managing Director Fiona Brown indicated that the result reflects the company`s ability to capture opportunities from technology refresh cycles, AI infrastructure investment and software and cybersecurity demand.
“The first half result highlights the resilience of Dicker Data’s partner ecosystem and the increasing relevance of our role in helping partners address more complex customer requirements." – Fiona Brown, Executive Chair and Managing Director
Almasar Minerals has listed on the ASX with the ticker code of AMK. The company is a mineral explorer that owns five granted exploration licences located within the Arabian Shield in the Kingdom of Saudi Arabia. These projects are positioned within the Nabitah–Ad Duwayhi and Nuqrah–As Safra metallogenic belts, which are highly prospective for orogenic gold and associated base-metal mineralisation. The proceeds from Almasar Minerals’ IPO raising will fund exploration programs across these assets. The company will at the same time continue to review and assess selective acquisition and partnership opportunities within Saudi Arabia.
Media: The Stock Network, Lel Smits
Almasar Minerals has listed on the ASX with the ticker code of AMK. The company is a mineral explorer that owns five granted exploration licences located within the Arabian Shield in the Kingdom of Saudi Arabia. These projects are positioned within the Nabitah–Ad Duwayhi and Nuqrah–As Safra metallogenic belts, which are highly prospective for orogenic gold and associated base-metal mineralisation. The proceeds from Almasar Minerals’ IPO raising will fund exploration programs across these assets. The company will at the same time continue to review and assess selective acquisition and partnership opportunities within Saudi Arabia.
Media: The Stock Network, Lel Smits
Maritana Minerals (ASX) has delivered a 148% increase in Gold Ore Reserves and a 6.3% increase in Gold Mineral Resources, strengthening its position as an emerging Western Australian gold producer. With further drilling and mine planning underway across its portfolio, including the cornerstone Boorara and Burbanks assets, Managing Director & CEO Grant Haywood joins The Stock Network’s Lel Smits ahead of the Sydney Mining Club to discuss the company’s resource growth, development pathway and next phase of drilling.
🛢️ Reserves surge 148%
⛏️ Advancing Boorara & Burbanks
🏗️ Building towards production
Maritana Minerals (ASX) has delivered a 148% increase in Gold Ore Reserves and a 6.3% increase in Gold Mineral Resources, strengthening its position as an emerging Western Australian gold producer. With further drilling and mine planning underway across its portfolio, including the cornerstone Boorara and Burbanks assets, Managing Director & CEO Grant Haywood joins The Stock Network’s Lel Smits ahead of the Sydney Mining Club to discuss the company’s resource growth, development pathway and next phase of drilling.
🛢️ Reserves surge 148%
⛏️ Advancing Boorara & Burbanks
🏗️ Building towards production
Michael Hill International (ASX:MHJ) has delivered record FY26 results, marking a significant step forward in its turnaround and returning the business to growth across Australia, New Zealand and Canada. Under new leadership, the company has simplified its strategy, sharpened its focus on its core brands and strengthened retail execution, driving stronger sales momentum, improved profitability and the restoration of dividends. Bevilles has also returned to growth. CEO Jonathan Waecker joins The Stock Network`s @LelSmits to discuss the turnaround, customer strategy and next phase of growth.
💎 A turnaround gaining momentum
🛍️ Making jewellery more relevant to customers
💍 Building the next phase of growth
Michael Hill International (ASX:MHJ) has delivered record FY26 results, marking a significant step forward in its turnaround and returning the business to growth across Australia, New Zealand and Canada. Under new leadership, the company has simplified its strategy, sharpened its focus on its core brands and strengthened retail execution, driving stronger sales momentum, improved profitability and the restoration of dividends. Bevilles has also returned to growth. CEO Jonathan Waecker joins The Stock Network`s @LelSmits to discuss the turnaround, customer strategy and next phase of growth.
💎 A turnaround gaining momentum
🛍️ Making jewellery more relevant to customers
💍 Building the next phase of growth
How much money can you make selling AI chips? Nvidia (NASDAQ:NVDA) just reported revenue of USD $96.2 billion for the June quarter, more than double what it made in the same quarter last year. Almost all of that revenue came from data centres, generating USD $89 billion. For the next quarter, Nvidia expects revenue to hit USD $108 billion.
But, here is the detail that got buried, that forecast assumes nothing from China. Not because the US won’t allow it - Nvidia says it has the licences, but China is restricting the sales. So Nvidia’s growth is happening while it remains effectively locked out of the world`s second-largest economy.
#AI #tech #investing #stocks #China
How much money can you make selling AI chips? Nvidia (NASDAQ:NVDA) just reported revenue of USD $96.2 billion for the June quarter, more than double what it made in the same quarter last year. Almost all of that revenue came from data centres, generating USD $89 billion. For the next quarter, Nvidia expects revenue to hit USD $108 billion.
But, here is the detail that got buried, that forecast assumes nothing from China. Not because the US won’t allow it - Nvidia says it has the licences, but China is restricting the sales. So Nvidia’s growth is happening while it remains effectively locked out of the world`s second-largest economy.
#AI #tech #investing #stocks #China
What happens when a company gets a second shot at going public? For Koala Company (ASX:KOA) it`s going pretty well. The Aussie furniture brand postponed its first IPO last year, when trade tensions threatened its US expansion, but listed on the ASX in March this year, and just dropped its first full-year results as a public company.
Koala beat the earnings forecast in its own prospectus, which matters more than it sounds, because plenty of new listings miss their own targets, and also saw strong results in the US. IPOs are important because they keep the market alive, even if takes two, or more attempts.
#money #ASX #IPO #investing #stocks
What happens when a company gets a second shot at going public? For Koala Company (ASX:KOA) it`s going pretty well. The Aussie furniture brand postponed its first IPO last year, when trade tensions threatened its US expansion, but listed on the ASX in March this year, and just dropped its first full-year results as a public company.
Koala beat the earnings forecast in its own prospectus, which matters more than it sounds, because plenty of new listings miss their own targets, and also saw strong results in the US. IPOs are important because they keep the market alive, even if takes two, or more attempts.
#money #ASX #IPO #investing #stocks
Metals Australia (ASX:MLS) is progressing a diverse portfolio of critical and strategic mineral projects across Australia and Canada, with new exploration and development opportunities emerging alongside its flagship Lac Carheil Graphite Project. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the company’s expanding exploration pipeline, the emerging Manindi Vanadium-Titanium-Magnetite opportunity and the key milestones ahead across its portfolio.
🪓 Expanding the exploration pipeline
Manindi VTM opportunity
⚒️ From exploration to development
Metals Australia (ASX:MLS) is progressing a diverse portfolio of critical and strategic mineral projects across Australia and Canada, with new exploration and development opportunities emerging alongside its flagship Lac Carheil Graphite Project. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the company’s expanding exploration pipeline, the emerging Manindi Vanadium-Titanium-Magnetite opportunity and the key milestones ahead across its portfolio.
🪓 Expanding the exploration pipeline
Manindi VTM opportunity
⚒️ From exploration to development
Mesoblast (ASX:MSB, Nasdaq:MESO) has delivered a strong FY2026 result, with Ryoncil® driving a major lift in revenue and the company moving closer to a sustainable commercial model. At the same time, cash discipline has improved while Mesoblast continues to invest in its pipeline and next phase of growth. With Ryoncil® gaining traction, plans to expand into the adult market and its Phase 3 chronic low back pain trial complete, Mesoblast is entering its next stage of growth. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the results, Ryoncil® growth and key catalysts ahead.
🚀 FY26 Financial results highlights
💉 Ryoncil®: building commercial momentum
🧬 Unlocking the adult market
⚕️ The next big catalyst
Mesoblast (ASX:MSB, Nasdaq:MESO) has delivered a strong FY2026 result, with Ryoncil® driving a major lift in revenue and the company moving closer to a sustainable commercial model. At the same time, cash discipline has improved while Mesoblast continues to invest in its pipeline and next phase of growth. With Ryoncil® gaining traction, plans to expand into the adult market and its Phase 3 chronic low back pain trial complete, Mesoblast is entering its next stage of growth. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the results, Ryoncil® growth and key catalysts ahead.
🚀 FY26 Financial results highlights
💉 Ryoncil®: building commercial momentum
🧬 Unlocking the adult market
⚕️ The next big catalyst
Noxopharm (ASX:NOX) has generated new preclinical data showing its Sofra™ technology can activate immune cells in response to dying cancer cells. The study found that dying cancer cells alone did not trigger an immune response, but combining them with Noxopharm’s TLR8-amplifying oligonucleotide drug produced a strong immune activation, reaching seven times the untreated level. The result strengthens the case for using Sofra™ alongside treatments such as chemotherapy and radiotherapy, while moving Noxopharm’s oncology program closer to in vivo proof-of-concept studies. CEO Olivier Laczka speaks with The Stock Network`s Lel Smits about activating immune cells against dying cancer cells, producing a substantial immune response, complementing chemotherapy, radiotherapy, checkpoint inhibitors and mRNA vaccines, and moving Sofra™ towards in vivo studies.
🧬 Activating immune cells against dying cancer cells
🛡️Delivering a seven-fold immune response
⚕️ Moving Sofra™ towards in vivo studies
Noxopharm (ASX:NOX) has generated new preclinical data showing its Sofra™ technology can activate immune cells in response to dying cancer cells. The study found that dying cancer cells alone did not trigger an immune response, but combining them with Noxopharm’s TLR8-amplifying oligonucleotide drug produced a strong immune activation, reaching seven times the untreated level. The result strengthens the case for using Sofra™ alongside treatments such as chemotherapy and radiotherapy, while moving Noxopharm’s oncology program closer to in vivo proof-of-concept studies. CEO Olivier Laczka speaks with The Stock Network`s Lel Smits about activating immune cells against dying cancer cells, producing a substantial immune response, complementing chemotherapy, radiotherapy, checkpoint inhibitors and mRNA vaccines, and moving Sofra™ towards in vivo studies.
🧬 Activating immune cells against dying cancer cells
🛡️Delivering a seven-fold immune response
⚕️ Moving Sofra™ towards in vivo studies
As AI and computing reshape how investors access, analyse and act on information, the human edge remains critical to long-term investing. Teaminvest Private Group (ASX) owns the Teaminvest investing platform, bringing together self-directed investors who collectively deploy more than $3 billion into equities. Ahead of presenting at the Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the human edge in investing as AI continues to transform markets.
🧠 The human edge in an AI world
📈 Beyond the data: judgement, patience and discipline
Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast
As AI and computing reshape how investors access, analyse and act on information, the human edge remains critical to long-term investing. Teaminvest Private Group (ASX) owns the Teaminvest investing platform, bringing together self-directed investors who collectively deploy more than $3 billion into equities. Ahead of presenting at the Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the human edge in investing as AI continues to transform markets.
🧠 The human edge in an AI world
📈 Beyond the data: judgement, patience and discipline
Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast
49 Metals (ASX:49M) has completed its maiden drilling program at Gold Mountain in Nevada, with all 22 holes returning gold and/or silver mineralisation. The latest results include the project’s thickest gold intersection to date, 170.7m at 0.9g/t gold, alongside high-grade zones including 10.7m at 8.4g/t and 3.0m at 20.0g/t. With the Adit Zone remaining open in all directions, CEO Phil Carter joins The Stock Network’s Lel Smits to discuss the results and plans to unlock Gold Mountain’s scale.
🇺🇲 Unlocking Gold Mountain’s scale in Nevada, U.S.A.
⛏️ Extending the high-grade corridor
🔩 Building the next drilling campaign
49 Metals (ASX:49M) has completed its maiden drilling program at Gold Mountain in Nevada, with all 22 holes returning gold and/or silver mineralisation. The latest results include the project’s thickest gold intersection to date, 170.7m at 0.9g/t gold, alongside high-grade zones including 10.7m at 8.4g/t and 3.0m at 20.0g/t. With the Adit Zone remaining open in all directions, CEO Phil Carter joins The Stock Network’s Lel Smits to discuss the results and plans to unlock Gold Mountain’s scale.
🇺🇲 Unlocking Gold Mountain’s scale in Nevada, U.S.A.
⛏️ Extending the high-grade corridor
🔩 Building the next drilling campaign
Manuka Resources (ASX:MKR) has restarted gold production at its Wonawinta processing facility, marking the company’s return to precious metals production with more than 50,000 tonnes of Mt Boppy gold ore already stockpiled and ready for processing.
⛏️ Gold production restarts: Manuka has recommenced processing of ore from its 100%-owned Mt Boppy gold mine, with more than 50,000 tonnes grading approximately 1.1g/t gold already delivered to Wonawinta.
🏭 Plant recommissioned: The restart follows a five-month recommissioning program that included upgrades to power generation, laboratory facilities and key processing plant components. Manuka Resources is targeting 125,000–140,000 tonnes of Mt Boppy ore to be processed over the next three months.
🥈 Silver is next: Manuka Resources is continuing upgrades to the Wonawinta facility, including installation of a new de-slime circuit designed to improve processing of clay-rich silver ores. Silver production is targeted to commence in the fourth quarter of calendar year 2026, after which gold and silver ores are expected to be processed simultaneously.
“Today marks an important milestone for Manuka as we commence the restart of gold production at Wonawinta following an intensive recommissioning program.” – Dennis Karp, Manuka Resources Executive Chairman
Manuka Resources (ASX:MKR) has restarted gold production at its Wonawinta processing facility, marking the company’s return to precious metals production with more than 50,000 tonnes of Mt Boppy gold ore already stockpiled and ready for processing.
⛏️ Gold production restarts: Manuka has recommenced processing of ore from its 100%-owned Mt Boppy gold mine, with more than 50,000 tonnes grading approximately 1.1g/t gold already delivered to Wonawinta.
🏭 Plant recommissioned: The restart follows a five-month recommissioning program that included upgrades to power generation, laboratory facilities and key processing plant components. Manuka Resources is targeting 125,000–140,000 tonnes of Mt Boppy ore to be processed over the next three months.
🥈 Silver is next: Manuka Resources is continuing upgrades to the Wonawinta facility, including installation of a new de-slime circuit designed to improve processing of clay-rich silver ores. Silver production is targeted to commence in the fourth quarter of calendar year 2026, after which gold and silver ores are expected to be processed simultaneously.
“Today marks an important milestone for Manuka as we commence the restart of gold production at Wonawinta following an intensive recommissioning program.” – Dennis Karp, Manuka Resources Executive Chairman
As AI transforms drug discovery and development, the opportunity to harness new technology while keeping patients, scientific outcomes and long-term shareholder value at the centre is evolving. Starpharma (ASX:SPL, US OTC:SPHRY) is advancing its dendrimer technology across areas including oncology while navigating this rapidly changing biotech landscape. Ahead of presenting at Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Starpharma Chief Executive Officer, Cheryl Maley, joins Lel Smits from The Stock Network to discuss the opportunities in AI use in drug development and biotechnology.
🧬 Biotech in the age of AI
⚕️ Keeping patients and shareholders at the centre
Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast
As AI transforms drug discovery and development, the opportunity to harness new technology while keeping patients, scientific outcomes and long-term shareholder value at the centre is evolving. Starpharma (ASX:SPL, US OTC:SPHRY) is advancing its dendrimer technology across areas including oncology while navigating this rapidly changing biotech landscape. Ahead of presenting at Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Starpharma Chief Executive Officer, Cheryl Maley, joins Lel Smits from The Stock Network to discuss the opportunities in AI use in drug development and biotechnology.
🧬 Biotech in the age of AI
⚕️ Keeping patients and shareholders at the centre
Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast
What was the biggest trend coming from Fortescue Metals’ (ASX:FMG) results? Fortescue delivered strong FY26 results, underlying profit rising to US$3.5 billion and record iron ore shipments.
However, the standout trend in the commentary was AI moving into the heart of mining. Fortescue is already using AI across drilling, processing, rail and haulage, with the potential to cut costs and improve productivity.
Fortescue isn’t just digging up iron ore. It’s using technology to make mining smarter and cheaper, while continuing to invest in copper and renewable energy. AI is moving from the tech sector into mining, potentially changing how some of Australia’s biggest resource companies operate and make money.
#mining #AI #stocks #finktok #finance
What was the biggest trend coming from Fortescue Metals’ (ASX:FMG) results? Fortescue delivered strong FY26 results, underlying profit rising to US$3.5 billion and record iron ore shipments.
However, the standout trend in the commentary was AI moving into the heart of mining. Fortescue is already using AI across drilling, processing, rail and haulage, with the potential to cut costs and improve productivity.
Fortescue isn’t just digging up iron ore. It’s using technology to make mining smarter and cheaper, while continuing to invest in copper and renewable energy. AI is moving from the tech sector into mining, potentially changing how some of Australia’s biggest resource companies operate and make money.
#mining #AI #stocks #finktok #finance
Meeka Metals (ASX:MEK) has intersected visible gold approximately 300 metres below its existing Turnberry Underground Reserve, highlighting a deeper gold system that is now the target of an accelerated exploration program.
⛏️ Visible gold at depth: Drilling identified visible gold at 632.8m depth, beneath the existing Turnberry Underground Reserve.
🪨 Deeper gold system: The intersection highlights potential for gold mineralisation to extend significantly below the current underground reserve, with further drilling required to determine its scale and continuity.
👷♂️ Second rig mobilised: Meeka Metals has mobilised a second drill rig to accelerate exploration of the deeper gold system and test the potential for additional mineralisation.
The announcement underwrote a 13% rise in Meeka’s share price, adding approximately $41 million to its market capitalisation as the market responded to the deeper exploration results.
“...The identification of visible gold at this depth provides an exciting opportunity to test for extensions to the Turnberry gold system.” - Tim Davidson, Meeka Metals Managing Director
Meeka Metals (ASX:MEK) has intersected visible gold approximately 300 metres below its existing Turnberry Underground Reserve, highlighting a deeper gold system that is now the target of an accelerated exploration program.
⛏️ Visible gold at depth: Drilling identified visible gold at 632.8m depth, beneath the existing Turnberry Underground Reserve.
🪨 Deeper gold system: The intersection highlights potential for gold mineralisation to extend significantly below the current underground reserve, with further drilling required to determine its scale and continuity.
👷♂️ Second rig mobilised: Meeka Metals has mobilised a second drill rig to accelerate exploration of the deeper gold system and test the potential for additional mineralisation.
The announcement underwrote a 13% rise in Meeka’s share price, adding approximately $41 million to its market capitalisation as the market responded to the deeper exploration results.
“...The identification of visible gold at this depth provides an exciting opportunity to test for extensions to the Turnberry gold system.” - Tim Davidson, Meeka Metals Managing Director
Smart Parking (ASX:SPZ) has delivered record FY26 results, with its proprietary technology and AI capabilities increasingly driving growth across global markets. The company’s SmartCloud AI engine is processing hundreds of millions of images, while its ANPR platform continues to expand across the UK, US, Germany and other markets. With new AI-powered products including Smart Vision, SmartCloud Hub and its parking app, Smart Parking is evolving into a technology-led platform. CEO Paul Gillespie joins The Stock Network’s Lel Smits to discuss the company’s AI transformation, global expansion and next phase of growth.
🤖 AI transforming parking
🌎 Expanding across global markets
🚘 Building a technology-led platform
Smart Parking (ASX:SPZ) has delivered record FY26 results, with its proprietary technology and AI capabilities increasingly driving growth across global markets. The company’s SmartCloud AI engine is processing hundreds of millions of images, while its ANPR platform continues to expand across the UK, US, Germany and other markets. With new AI-powered products including Smart Vision, SmartCloud Hub and its parking app, Smart Parking is evolving into a technology-led platform. CEO Paul Gillespie joins The Stock Network’s Lel Smits to discuss the company’s AI transformation, global expansion and next phase of growth.
🤖 AI transforming parking
🌎 Expanding across global markets
🚘 Building a technology-led platform
Powerhaus Uranium has listed on the ASX under the ticker POW. The mineral explorer wholly owns the Malbec, Polo and El Tropezón uranium projects in Argentina’s Chubut province, one of the world’s less explored uranium regions. The Malbec Project covers 2,000 sq km and includes Insitu Leach Recovery uranium targets. Powerhaus has also agreed to acquire the Hidden Bay Uranium Project on the eastern edge of Canada’s Athabasca Basin. IPO proceeds will fund geological mapping, geochemical sampling, radiometric and geophysical surveys, and drilling to test priority targets.
Board of Directors: Independent Non-Executive Chairman - Richard Pearce; Executive Director, Managing Director/Chief Executive Officer - Siobhan Lancaster; Independent Non Executive Director - Steve Blower; Independent Non Executive Director - Andrew Penkethman; Independent Non Executive Director - Sashi Davies; Executive Technical Director - Philippe Portella Senior Management: Joint Company Secretary - Steven Wood; Joint Company Secretary - Sarah Hobson
Media: The Stock Network, Lel Smits
Powerhaus Uranium has listed on the ASX under the ticker POW. The mineral explorer wholly owns the Malbec, Polo and El Tropezón uranium projects in Argentina’s Chubut province, one of the world’s less explored uranium regions. The Malbec Project covers 2,000 sq km and includes Insitu Leach Recovery uranium targets. Powerhaus has also agreed to acquire the Hidden Bay Uranium Project on the eastern edge of Canada’s Athabasca Basin. IPO proceeds will fund geological mapping, geochemical sampling, radiometric and geophysical surveys, and drilling to test priority targets.
Board of Directors: Independent Non-Executive Chairman - Richard Pearce; Executive Director, Managing Director/Chief Executive Officer - Siobhan Lancaster; Independent Non Executive Director - Steve Blower; Independent Non Executive Director - Andrew Penkethman; Independent Non Executive Director - Sashi Davies; Executive Technical Director - Philippe Portella Senior Management: Joint Company Secretary - Steven Wood; Joint Company Secretary - Sarah Hobson
Media: The Stock Network, Lel Smits
What`s a kangaroo bond and what does it have to do with investing? A kangaroo bond is when a foreign company borrows money in Australian dollars. Other markets also have their own names for this too - In Japan, it’s a Samurai bond and in the US, it’s a Yankee bond.
Kangaroo bonds have been making news recently because Google’s parent company, Alphabet (Nasdaq: GOOG), just issued one for the first time. Alphabet reportedly raised A$5.5 billion from the issuance after receiving bids worth over A$18 billion.
Alphabet is ramping up to build data centres. Australian super funds are among the biggest buyers of these bonds. So some of the money backing these data centres is Australian retirement savings. The AI boom has to be funded by someone. Turns out that includes us.
#tech #investing #stocks #AI #Australia
What`s a kangaroo bond and what does it have to do with investing? A kangaroo bond is when a foreign company borrows money in Australian dollars. Other markets also have their own names for this too - In Japan, it’s a Samurai bond and in the US, it’s a Yankee bond.
Kangaroo bonds have been making news recently because Google’s parent company, Alphabet (Nasdaq: GOOG), just issued one for the first time. Alphabet reportedly raised A$5.5 billion from the issuance after receiving bids worth over A$18 billion.
Alphabet is ramping up to build data centres. Australian super funds are among the biggest buyers of these bonds. So some of the money backing these data centres is Australian retirement savings. The AI boom has to be funded by someone. Turns out that includes us.
#tech #investing #stocks #AI #Australia
Titan Minerals (ASX:TTM) identifies a new shear-hosted gold-silver mineralisation zone at its 100%-owned Dynasty Gold Project in Ecuador, with drilling returning a high-grade intercept outside the project’s current mineral resource.
⛏️ High-grade discovery: Diamond drilling returned 33.5m at 6.6g/t gold and 55.5g/t silver from 236.7m, including 4.5m at 39.5g/t gold and 362g/t silver.
📍 Outside current resource: The abovementioned mineralisation sits at the Brecha-Comanche target within the Cerro Verde prospect and forms part of a newly recognised northwest-trending structural corridor.
📈 Resource growth potential: Titan Minerals says the new style of mineralisation may have been missed by previous drilling, with follow-up drilling planned to test repetitions and extensions. The company is also advancing a 10,000m resource drilling program ahead of a planned resource update in early calendar 2027.
Titan Minerals CEO Melanie Leighton said the results represent a breakthrough in understanding the mineralisation pathways at Dynasty, with further drilling now planned to assess the potential to materially enhance the resource.
“These latest results add further weight to the theory that the more we drill at Dynasty, the more mineralisation we will continue to discover.” – Melanie Leighton, Titan Minerals CEO
Titan Minerals (ASX:TTM) identifies a new shear-hosted gold-silver mineralisation zone at its 100%-owned Dynasty Gold Project in Ecuador, with drilling returning a high-grade intercept outside the project’s current mineral resource.
⛏️ High-grade discovery: Diamond drilling returned 33.5m at 6.6g/t gold and 55.5g/t silver from 236.7m, including 4.5m at 39.5g/t gold and 362g/t silver.
📍 Outside current resource: The abovementioned mineralisation sits at the Brecha-Comanche target within the Cerro Verde prospect and forms part of a newly recognised northwest-trending structural corridor.
📈 Resource growth potential: Titan Minerals says the new style of mineralisation may have been missed by previous drilling, with follow-up drilling planned to test repetitions and extensions. The company is also advancing a 10,000m resource drilling program ahead of a planned resource update in early calendar 2027.
Titan Minerals CEO Melanie Leighton said the results represent a breakthrough in understanding the mineralisation pathways at Dynasty, with further drilling now planned to assess the potential to materially enhance the resource.
“These latest results add further weight to the theory that the more we drill at Dynasty, the more mineralisation we will continue to discover.” – Melanie Leighton, Titan Minerals CEO
Kincora Copper (ASX/TSXV: KCC) continues to advance its hybrid prospect generator strategy, with partner-funded drilling at Nevertire South, nine holes completed at Condobolin and new exploration targets generated through AI and traditional geological reviews. The company is also progressing potential new partners across four projects, while holding approximately A$12M in cash and expecting a further US$5M from the divestment of its Mongolian assets. President and CEO Sam Spring joins The Stock Network’s Lel Smits to discuss Kincora’s June quarter results and the exploration and corporate catalysts ahead, Sam says more ore deals and more drilling are coming up.
🇦🇺 Drilling across two NSW projects
🤖 AI-driven exploration and new targets
🤝 Partnerships and funding the next phase
Kincora Copper (ASX/TSXV: KCC) continues to advance its hybrid prospect generator strategy, with partner-funded drilling at Nevertire South, nine holes completed at Condobolin and new exploration targets generated through AI and traditional geological reviews. The company is also progressing potential new partners across four projects, while holding approximately A$12M in cash and expecting a further US$5M from the divestment of its Mongolian assets. President and CEO Sam Spring joins The Stock Network’s Lel Smits to discuss Kincora’s June quarter results and the exploration and corporate catalysts ahead, Sam says more ore deals and more drilling are coming up.
🇦🇺 Drilling across two NSW projects
🤖 AI-driven exploration and new targets
🤝 Partnerships and funding the next phase
When does an Aussie company stop being Aussie? Zip Co (ASX: ZIP) is a buy now pay later company founded in Sydney in 2013, with an initial focus on Australia.
Fast forward to today and 76% of all transactions on Zip happen in the US with US customer numbers growing over 9% last year while Australian and New Zealand customers fell 8%. Zip has also shut down its New Zealand operations, is weighing a dual listing on a US stock exchange and scheduled its next investor events in New York.
Zip just reported record cash earnings, so this isn`t a failure, rather a company recognising its market opportunity. Local success stories can stay Australian in name while their growth happens elsewhere.
#wallstreet #US #stocks #ASX #money
When does an Aussie company stop being Aussie? Zip Co (ASX: ZIP) is a buy now pay later company founded in Sydney in 2013, with an initial focus on Australia.
Fast forward to today and 76% of all transactions on Zip happen in the US with US customer numbers growing over 9% last year while Australian and New Zealand customers fell 8%. Zip has also shut down its New Zealand operations, is weighing a dual listing on a US stock exchange and scheduled its next investor events in New York.
Zip just reported record cash earnings, so this isn`t a failure, rather a company recognising its market opportunity. Local success stories can stay Australian in name while their growth happens elsewhere.
#wallstreet #US #stocks #ASX #money
WhiteRock Lithium Corp has listed on the ASX with the ticker code of WLC. The company, which was already incorporated in Canada ahead of its ASX IPO, is a critical minerals explorer. WhiteRock Lithium’s current major focus is the development of its Banana Lithium Project, located in the Eeyou Istchee James Bay and Nunavik regions of Quebec, Canada. The Company has already undertaken a range of exploration activities across the Banana Lithium Project. A pending drilling programme will test potential high-volume and high-grade pegmatite dykes at Spodumene Mountain within the Project.
Media: The Stock Network, Lel Smits
WhiteRock Lithium Corp has listed on the ASX with the ticker code of WLC. The company, which was already incorporated in Canada ahead of its ASX IPO, is a critical minerals explorer. WhiteRock Lithium’s current major focus is the development of its Banana Lithium Project, located in the Eeyou Istchee James Bay and Nunavik regions of Quebec, Canada. The Company has already undertaken a range of exploration activities across the Banana Lithium Project. A pending drilling programme will test potential high-volume and high-grade pegmatite dykes at Spodumene Mountain within the Project.
Media: The Stock Network, Lel Smits
Lendlease (ASX:LLC) is seeing strong demand from Defence-related clients, with its Construction business securing $6.4 billion of new work in FY26, up from $ 5.0 billion in the prior year. The FY26 figure included $2.2 billion from defence projects. Defence is now the company’s largest source of new work, ahead of data centres at $1.5 billion, and transport at $1.4 billion.
🛡️ Defence leads: Defence projects account for $2.2 billion of Lendlease’s new work secured during FY26, highlighting the growing contribution of government-led infrastructure spending.
🏗️ $6.4b secured in FY26: Total new work rises from $5.0 billion in FY25, while the company’s Construction Backlog rose 42% to $8.4 billion as at end-FY26.
📈 Strong pipeline: Lendlease says this Construction Backlog is weighted towards defence and social infrastructure, with a further $13 billion of active bids underway across defence, social infrastructure, transport and data centres.
Over the medium term, Lendlease expects revenue growth to come from multiple sectors including defence, social infrastructure, workplace and data centres, where it has a strong track record and competitive position.
Lendlease (ASX:LLC) is seeing strong demand from Defence-related clients, with its Construction business securing $6.4 billion of new work in FY26, up from $ 5.0 billion in the prior year. The FY26 figure included $2.2 billion from defence projects. Defence is now the company’s largest source of new work, ahead of data centres at $1.5 billion, and transport at $1.4 billion.
🛡️ Defence leads: Defence projects account for $2.2 billion of Lendlease’s new work secured during FY26, highlighting the growing contribution of government-led infrastructure spending.
🏗️ $6.4b secured in FY26: Total new work rises from $5.0 billion in FY25, while the company’s Construction Backlog rose 42% to $8.4 billion as at end-FY26.
📈 Strong pipeline: Lendlease says this Construction Backlog is weighted towards defence and social infrastructure, with a further $13 billion of active bids underway across defence, social infrastructure, transport and data centres.
Over the medium term, Lendlease expects revenue growth to come from multiple sectors including defence, social infrastructure, workplace and data centres, where it has a strong track record and competitive position.
SCX.AI Holdings has listed on the ASX with the ticker code of SCX. The company is an AI inferencing as a service provider founded to address the growing requirement for sovereign AI infrastructure in Australia. SCX.AI Holdings provides sovereign AI inferencing services that enable enterprises to deploy and operate AI applications within an Australian data centre environment, supporting local data residency, privacy and governance requirements. Its operating model is designed to support scalable growth by incrementally deploying additional inference capacity as expected customer demand increases.
Media: The Stock Network, Lel Smits
SCX.AI Holdings has listed on the ASX with the ticker code of SCX. The company is an AI inferencing as a service provider founded to address the growing requirement for sovereign AI infrastructure in Australia. SCX.AI Holdings provides sovereign AI inferencing services that enable enterprises to deploy and operate AI applications within an Australian data centre environment, supporting local data residency, privacy and governance requirements. Its operating model is designed to support scalable growth by incrementally deploying additional inference capacity as expected customer demand increases.
Media: The Stock Network, Lel Smits
SCX.ai Holdings (ASX:SCX) has officially listed on the ASX today, becoming one of Australia’s newest pure-play sovereign AI infrastructure companies following its $40 million IPO. As AI moves rapidly from experimentation into everyday enterprise and government use, the company is targeting the infrastructure and computing capacity needed to support that next phase of adoption. SCX.ai CEO David Keane, founder of ASX success story Bigtincan (ASX:BTH), joins The Stock Network’s Lel Smits on listing day to discuss the significance of the milestone, the changing economics of AI and where the company sees its biggest opportunities in the years ahead
🔔 Debuts on Australian Securities Exchange today
🤖 Biggest opportunities SCX.ai will be pursuing
🇦🇺 What investors underestimate about Australian infrastructure
SCX.ai Holdings (ASX:SCX) has officially listed on the ASX today, becoming one of Australia’s newest pure-play sovereign AI infrastructure companies following its $40 million IPO. As AI moves rapidly from experimentation into everyday enterprise and government use, the company is targeting the infrastructure and computing capacity needed to support that next phase of adoption. SCX.ai CEO David Keane, founder of ASX success story Bigtincan (ASX:BTH), joins The Stock Network’s Lel Smits on listing day to discuss the significance of the milestone, the changing economics of AI and where the company sees its biggest opportunities in the years ahead
🔔 Debuts on Australian Securities Exchange today
🤖 Biggest opportunities SCX.ai will be pursuing
🇦🇺 What investors underestimate about Australian infrastructure
How many governments does it take to build one mine? For Viridis Mining and Minerals (ASX: VMM), the answer is four. The ASX-listed company just announced up to US $120 million in strategic equity funding for its Colossus Project in Brazil. Beyond that equity, government agencies from Australia, Canada, France and Brazil have lined up behind its debt.
They`re not doing it for charity. Rare earths drive everything from wind turbines and electric motors to defence technology and smartphones. China refines most of the world`s supply. So Western governments are paying to build the alternative almost anywhere else they can. Governments used to leave mining to miners. Now they`re on the cap table.
#mining #money #fintok #investing #rareearths
How many governments does it take to build one mine? For Viridis Mining and Minerals (ASX: VMM), the answer is four. The ASX-listed company just announced up to US $120 million in strategic equity funding for its Colossus Project in Brazil. Beyond that equity, government agencies from Australia, Canada, France and Brazil have lined up behind its debt.
They`re not doing it for charity. Rare earths drive everything from wind turbines and electric motors to defence technology and smartphones. China refines most of the world`s supply. So Western governments are paying to build the alternative almost anywhere else they can. Governments used to leave mining to miners. Now they`re on the cap table.
#mining #money #fintok #investing #rareearths
Metals Australia (ASX:MLS) is advancing a portfolio of critical, base and precious metals projects across Canada and Australia. Its flagship Lac Carheil Graphite Project in Canada has completed an upstream Pre-Feasibility Study and downstream Preliminary Economic Assessment, while projects including Manindi provide further growth opportunities. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the broader portfolio, Lac Carheil’s integrated graphite opportunity and how the project compares with other North American graphite developments.
🇨🇦 Advancing Lac Carheil in Canada
⛏️ Building a diversified critical minerals portfolio
📈 Benchmarking Lac Carheil against North American graphite projects
Metals Australia (ASX:MLS) is advancing a portfolio of critical, base and precious metals projects across Canada and Australia. Its flagship Lac Carheil Graphite Project in Canada has completed an upstream Pre-Feasibility Study and downstream Preliminary Economic Assessment, while projects including Manindi provide further growth opportunities. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the broader portfolio, Lac Carheil’s integrated graphite opportunity and how the project compares with other North American graphite developments.
🇨🇦 Advancing Lac Carheil in Canada
⛏️ Building a diversified critical minerals portfolio
📈 Benchmarking Lac Carheil against North American graphite projects
Dreadnought Resources (ASX:DRE) continues to prove up the prospectivity of its critical minerals exploration portfolio. High-grade tungsten mineralisation has been confirmed across the company’s Mangaroon and Mangaroon South projects in WA’s Gascoyne region, with these recent results reaching 6.5% tungsten oxide.
⛏️ High-grade results: Recent rock chips at Nina return up to 6.5% tungsten trioxide (WO₃), with historical results reaching 12.7% WO₃ across an 800m-long high-grade zone.
🔎 Multiple targets: First-pass sampling at Mulka Well returns up to 1.9% WO₃, with more than a dozen additional scheelite occurrences yet to be systematically sampled.
🌏 Critical mineral: Tungsten is classified as a critical mineral by Australia, the US and other major economies and is used across defence, electronics and industrial applications.
Dreadnought Resources plans further mapping and sampling from September, with drilling at Nina targeted for late 2026 or early 2027.
“While we remain focused on gold, adding in high-grade tungsten targets will ensure we pursue the most attractive opportunities to add value through discovery and diversify our exploration and potential development opportunities.” – Dean Tuck, Dreadnought Resources Managing Director
Dreadnought Resources (ASX:DRE) continues to prove up the prospectivity of its critical minerals exploration portfolio. High-grade tungsten mineralisation has been confirmed across the company’s Mangaroon and Mangaroon South projects in WA’s Gascoyne region, with these recent results reaching 6.5% tungsten oxide.
⛏️ High-grade results: Recent rock chips at Nina return up to 6.5% tungsten trioxide (WO₃), with historical results reaching 12.7% WO₃ across an 800m-long high-grade zone.
🔎 Multiple targets: First-pass sampling at Mulka Well returns up to 1.9% WO₃, with more than a dozen additional scheelite occurrences yet to be systematically sampled.
🌏 Critical mineral: Tungsten is classified as a critical mineral by Australia, the US and other major economies and is used across defence, electronics and industrial applications.
Dreadnought Resources plans further mapping and sampling from September, with drilling at Nina targeted for late 2026 or early 2027.
“While we remain focused on gold, adding in high-grade tungsten targets will ensure we pursue the most attractive opportunities to add value through discovery and diversify our exploration and potential development opportunities.” – Dean Tuck, Dreadnought Resources Managing Director
How did Evolution Mining (ASX:EVN) achieve record FY26 results? Not by digging up more gold than last year. The Aussie miner just reported its full-year numbers, with profit rising 59 per cent, to nearly $1.5 billion. The company also cleared its net debt completely and more than doubled its full-year dividend.
However, gold production fell 5 per cent, copper dropped 14 per cent and costs per ounce rose 9 per cent. So what factors rose Evolutions results to a record? Price. Evolution`s gold sold for an average of $6023 dollars an ounce, up 40 per cent in a year, while copper gained 25 per cent.
A record financial year doesn`t always mean operational growth. Sometimes the price does the heavy lifting.
#stocks #ASX #copper #gold #mining
How did Evolution Mining (ASX:EVN) achieve record FY26 results? Not by digging up more gold than last year. The Aussie miner just reported its full-year numbers, with profit rising 59 per cent, to nearly $1.5 billion. The company also cleared its net debt completely and more than doubled its full-year dividend.
However, gold production fell 5 per cent, copper dropped 14 per cent and costs per ounce rose 9 per cent. So what factors rose Evolutions results to a record? Price. Evolution`s gold sold for an average of $6023 dollars an ounce, up 40 per cent in a year, while copper gained 25 per cent.
A record financial year doesn`t always mean operational growth. Sometimes the price does the heavy lifting.
#stocks #ASX #copper #gold #mining
Chariot Resources (ASX:CC9) has just signed a term sheet with C&D, ZhongNuo and C&C Minerals for a proposed partner-funded drilling, trial mining and DSO offtake program across one Nigerian lithium project. ZhongNuo would fund at least 1,500 metres of drilling and potential trial mining, while C&D would act as the offtake buyer. Chariot Executive Chair and Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the partnership and key milestones ahead.
🇳🇬 Partner-funded drilling in Nigeria
🚀 Potential offtake
🪓 Key milestones
Chariot Resources (ASX:CC9) has just signed a term sheet with C&D, ZhongNuo and C&C Minerals for a proposed partner-funded drilling, trial mining and DSO offtake program across one Nigerian lithium project. ZhongNuo would fund at least 1,500 metres of drilling and potential trial mining, while C&D would act as the offtake buyer. Chariot Executive Chair and Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the partnership and key milestones ahead.
🇳🇬 Partner-funded drilling in Nigeria
🚀 Potential offtake
🪓 Key milestones
Northern Minerals (ASX:NTU) continues to progress the development strategy for its Browns Range Heavy Rare Earths Project in Western Australia’s East Kimberley. Deposits within this Project are particularly rich in dysprosium and terbium, two rare earth elements used in high-performance magnets for military, clean-energy and high-technology applications.
🇦🇺 Heavy rare earths: The company’s flagship Wolverine deposit is described as one of Australia’s highest-grade dysprosium and terbium ore bodies. These elements improve the resistance of magnets to demagnetisation, making them important for demanding applications.
🛡️ Defence relevance: Dysprosium-neodymium-iron-boron (DyNdFeB) magnets are used across military and advanced technology applications. Northern Minerals is targeting Browns Range as an alternative source of dysprosium and terbium to supply currently dominated by China.
🏗️ Path to production: Following completion of the Browns Range definitive feasibility study, Northern Minerals is progressing project funding discussions for a commercial-scale operation at Wolverine. The company plans to deliver processed material to Iluka Resources’ (ASX:ILU) rare earths refinery under construction at Eneabba, Western Australia.
ASIC recently granted Northern Minerals a further extension for the company to hold its 2025 AGM, with the meeting now required by 30 November 2026, or within 42 business days of Treasury formally notifying the company that certain disposal orders have been complied with.
Northern Minerals (ASX:NTU) continues to progress the development strategy for its Browns Range Heavy Rare Earths Project in Western Australia’s East Kimberley. Deposits within this Project are particularly rich in dysprosium and terbium, two rare earth elements used in high-performance magnets for military, clean-energy and high-technology applications.
🇦🇺 Heavy rare earths: The company’s flagship Wolverine deposit is described as one of Australia’s highest-grade dysprosium and terbium ore bodies. These elements improve the resistance of magnets to demagnetisation, making them important for demanding applications.
🛡️ Defence relevance: Dysprosium-neodymium-iron-boron (DyNdFeB) magnets are used across military and advanced technology applications. Northern Minerals is targeting Browns Range as an alternative source of dysprosium and terbium to supply currently dominated by China.
🏗️ Path to production: Following completion of the Browns Range definitive feasibility study, Northern Minerals is progressing project funding discussions for a commercial-scale operation at Wolverine. The company plans to deliver processed material to Iluka Resources’ (ASX:ILU) rare earths refinery under construction at Eneabba, Western Australia.
ASIC recently granted Northern Minerals a further extension for the company to hold its 2025 AGM, with the meeting now required by 30 November 2026, or within 42 business days of Treasury formally notifying the company that certain disposal orders have been complied with.
What does BHP (ASX:BHP) make most of its money from? If you had answered iron ore, you would have been right, until now. BHP just reported its full-year results and for the first time in history most of its earnings came from copper. Group EBITDA from copper was up 54 per cent from last year. Iron ore, the thing this country is built on, came in at 43 per cent. And it`s not just BHP.
When Rio Tinto (ASX:RIO) reported last month, iron ore had dropped below half of its earnings too. BHP’s iron ore business is still strong, as is its share price this year to date, the mining giant produced a record 265 million tonnes of iron ore in FY26. Copper just earned more, with its price up 35 per cent.
So while Australia spent fifty years digging up the stuff that built China, the next fifty might be about the stuff that wires everything together.
#mining #BHP #stocks #finance #money
What does BHP (ASX:BHP) make most of its money from? If you had answered iron ore, you would have been right, until now. BHP just reported its full-year results and for the first time in history most of its earnings came from copper. Group EBITDA from copper was up 54 per cent from last year. Iron ore, the thing this country is built on, came in at 43 per cent. And it`s not just BHP.
When Rio Tinto (ASX:RIO) reported last month, iron ore had dropped below half of its earnings too. BHP’s iron ore business is still strong, as is its share price this year to date, the mining giant produced a record 265 million tonnes of iron ore in FY26. Copper just earned more, with its price up 35 per cent.
So while Australia spent fifty years digging up the stuff that built China, the next fifty might be about the stuff that wires everything together.
#mining #BHP #stocks #finance #money
Amaero Inc (ASX:3DA) is scaling its US critical metals manufacturing opportunity, targeting high-value alloy powders for mission-critical defence, aerospace and space applications. The company has secured a $6.5 million US Department of War contract, is ramping production at its Tennessee facility and enters the current financial year with a backlog 125% above last year. Amaero has also completed its re-domiciliation to Delaware and announced plans for a Nasdaq IPO. Chairman & CEO Hank Holland joins The Stock Network’s Lel Smits to discuss the US manufacturing opportunity, defence contracts, production growth and the pathway to Nasdaq.
🇺🇸 Scaling US manufacturing
🛡️ Winning defence contracts
📈 Pathway to Nasdaq
Amaero Inc (ASX:3DA) is scaling its US critical metals manufacturing opportunity, targeting high-value alloy powders for mission-critical defence, aerospace and space applications. The company has secured a $6.5 million US Department of War contract, is ramping production at its Tennessee facility and enters the current financial year with a backlog 125% above last year. Amaero has also completed its re-domiciliation to Delaware and announced plans for a Nasdaq IPO. Chairman & CEO Hank Holland joins The Stock Network’s Lel Smits to discuss the US manufacturing opportunity, defence contracts, production growth and the pathway to Nasdaq.
🇺🇸 Scaling US manufacturing
🛡️ Winning defence contracts
📈 Pathway to Nasdaq
KGL Resources (ASX:KGL) has reached a major development milestone, securing funding to advance its high-grade Jervois Copper-Silver-Gold Project in the Northern Territory through to production. The funding package provides around $689 million in aggregate funding, while construction and a Final Investment Decision are targeted for the third quarter of this year. Chief Executive Officer Sam Strohmayr joins The Stock Network`s Lel Smits to discuss the funding milestone, construction pathway and exploration potential across Jervois and Unca Creek.
🪓 Fully funded to production
⚒️ From development to construction
Copper growth beyond Jervois
KGL Resources (ASX:KGL) has reached a major development milestone, securing funding to advance its high-grade Jervois Copper-Silver-Gold Project in the Northern Territory through to production. The funding package provides around $689 million in aggregate funding, while construction and a Final Investment Decision are targeted for the third quarter of this year. Chief Executive Officer Sam Strohmayr joins The Stock Network`s Lel Smits to discuss the funding milestone, construction pathway and exploration potential across Jervois and Unca Creek.
🪓 Fully funded to production
⚒️ From development to construction
Copper growth beyond Jervois
Evion Group (ASX:EVG) joins the US Department of Defense’s Cornerstone Consortium, enhancing the critical minerals company’s visibility and its ability to respond to selected US defence industrial base opportunities.
🇺🇸 Defence access: The Cornerstone Consortium is a US Government-managed group focused on strengthening the country’s manufacturing and defence industrial base. Membership allows Evion Group to respond to competitive Department of Defense requests across 18 industrial sectors, including Materials.
⛏️ Critical minerals: Evion Group’s Nevada-based Carp Fluorspar Project and its Maniry Graphite Project in Madagascar align with US supply chain priorities, while its Panthera Graphite Technologies operation in India already ships expandable graphite to the US and Europe.
📈 US strategy: The membership builds on Evion Group’s broader US government strategy, following the appointment of former Australian Ambassador to the US, Arthur Sinodinos AO, as Strategic Advisor. The company also progresses fieldwork at Carp and its downstream critical materials strategy.
“Our job is to be positioned, credible and known when those requirements come out, and this is a deliberate step toward that.” – David Round, Evion Group Managing Director
Evion Group (ASX:EVG) joins the US Department of Defense’s Cornerstone Consortium, enhancing the critical minerals company’s visibility and its ability to respond to selected US defence industrial base opportunities.
🇺🇸 Defence access: The Cornerstone Consortium is a US Government-managed group focused on strengthening the country’s manufacturing and defence industrial base. Membership allows Evion Group to respond to competitive Department of Defense requests across 18 industrial sectors, including Materials.
⛏️ Critical minerals: Evion Group’s Nevada-based Carp Fluorspar Project and its Maniry Graphite Project in Madagascar align with US supply chain priorities, while its Panthera Graphite Technologies operation in India already ships expandable graphite to the US and Europe.
📈 US strategy: The membership builds on Evion Group’s broader US government strategy, following the appointment of former Australian Ambassador to the US, Arthur Sinodinos AO, as Strategic Advisor. The company also progresses fieldwork at Carp and its downstream critical materials strategy.
“Our job is to be positioned, credible and known when those requirements come out, and this is a deliberate step toward that.” – David Round, Evion Group Managing Director
Nodestream (ASX:NS1) strengthens its US defence and aerospace market strategy through an engagement with US-based strategic advisory firm Waypoint Strategic Partners, supporting the company’s transition from assessing the market to executing its US entry.
🇺🇸 US market entry: Waypoint Strategic Partners provides executive and operational support across US market positioning, corporate and compliance requirements, program readiness and industrial-base partnerships, including engagement with defence and aerospace prime contractors.
🛡️ Defence readiness: The engagement is led by Waypoint Strategic Partners’ founder Nate Notargiacomo, formerly Head of HEO USA. The work includes support for SAM.gov and UEI registration and alignment with relevant security and export-control frameworks.
📡 Measured expansion: The engagement builds on Nodestream’s existing US market assessment and national security advisory work, targeting areas of assessed US demand. The company emphasises that the engagement is advisory in nature and does not represent a customer contract or committed revenue.
“Engaging Waypoint puts experienced, in-market leadership alongside our team to help translate the assessed, funded US demand into disciplined, partner-led progress”.” – Veronica Bainton, Nodestream Chief Executive Officer
Nodestream (ASX:NS1) strengthens its US defence and aerospace market strategy through an engagement with US-based strategic advisory firm Waypoint Strategic Partners, supporting the company’s transition from assessing the market to executing its US entry.
🇺🇸 US market entry: Waypoint Strategic Partners provides executive and operational support across US market positioning, corporate and compliance requirements, program readiness and industrial-base partnerships, including engagement with defence and aerospace prime contractors.
🛡️ Defence readiness: The engagement is led by Waypoint Strategic Partners’ founder Nate Notargiacomo, formerly Head of HEO USA. The work includes support for SAM.gov and UEI registration and alignment with relevant security and export-control frameworks.
📡 Measured expansion: The engagement builds on Nodestream’s existing US market assessment and national security advisory work, targeting areas of assessed US demand. The company emphasises that the engagement is advisory in nature and does not represent a customer contract or committed revenue.
“Engaging Waypoint puts experienced, in-market leadership alongside our team to help translate the assessed, funded US demand into disciplined, partner-led progress”.” – Veronica Bainton, Nodestream Chief Executive Officer
WhiteHawk (ASX:WHK) is a cybersecurity and services company providing AI-enabled cyber risk assessment, monitoring and mitigation solutions. The Company is currently focused on expanding defence partnerships and building recurring revenue. Recent milestones include the appointment of global executive Adrian Vallino as Group CEO, a strategic partnership with Australian defence-focused IT provider and A$685,000 in customer renewals, program expansions and new engagements. WhiteHawk`s Non-Executive Chair Giuseppe Porcelli joins The Stock Network`s Lel Smits to discuss the Company`s plans to utilise AI in defence to build recurring revenue.
🤖 AI, leadership and the next phase
🛡️ Defence, partnerships and scaling globally
WhiteHawk (ASX:WHK) is a cybersecurity and services company providing AI-enabled cyber risk assessment, monitoring and mitigation solutions. The Company is currently focused on expanding defence partnerships and building recurring revenue. Recent milestones include the appointment of global executive Adrian Vallino as Group CEO, a strategic partnership with Australian defence-focused IT provider and A$685,000 in customer renewals, program expansions and new engagements. WhiteHawk`s Non-Executive Chair Giuseppe Porcelli joins The Stock Network`s Lel Smits to discuss the Company`s plans to utilise AI in defence to build recurring revenue.
🤖 AI, leadership and the next phase
🛡️ Defence, partnerships and scaling globally
Boresight (ASX:BST) listed on the ASX in June following an $8 million IPO. Over the last year revenue grew 55% on the back of growing Australian Defence Force engagement and international demand. The company has since secured a new Huntsville, Alabama manufacturing facility, around 15 times larger than its current US premises, while expanding its product range and customer base. Boresight Managing Director Justin Olde joins The Stock Network’s Lel Smits to discuss scaling since listing, building US capacity and expanding the product range.
🔔 From listing to scale
🇺🇲 Building US capacity
🚀 Expanding the product range
Boresight (ASX:BST) listed on the ASX in June following an $8 million IPO. Over the last year revenue grew 55% on the back of growing Australian Defence Force engagement and international demand. The company has since secured a new Huntsville, Alabama manufacturing facility, around 15 times larger than its current US premises, while expanding its product range and customer base. Boresight Managing Director Justin Olde joins The Stock Network’s Lel Smits to discuss scaling since listing, building US capacity and expanding the product range.
🔔 From listing to scale
🇺🇲 Building US capacity
🚀 Expanding the product range
Fenix Resources (ASX:FEX) has delivered a record 2026 financial year result, achieving production guidance while setting quarterly records across mining, haulage and shipping. The Company shipped 4.4 million tonnes of iron ore, grew shipments by 83%, finished the year with A$81 million in cash and has guided to further growth in FY27. Executive Chairman John Welborn joins The Stock Network`s Lel Smits to discuss the record year, FY27 outlook and the pathway to 10 million tonnes per annum.
🚀 Record FY26 performance
🪓 Positioned for growth
⚒️ Pathway to 10Mtpa
Fenix Resources (ASX:FEX) has delivered a record 2026 financial year result, achieving production guidance while setting quarterly records across mining, haulage and shipping. The Company shipped 4.4 million tonnes of iron ore, grew shipments by 83%, finished the year with A$81 million in cash and has guided to further growth in FY27. Executive Chairman John Welborn joins The Stock Network`s Lel Smits to discuss the record year, FY27 outlook and the pathway to 10 million tonnes per annum.
🚀 Record FY26 performance
🪓 Positioned for growth
⚒️ Pathway to 10Mtpa
Why has the US put a tariff on drones? President Trump just signed an order placing up to 100% tariffs on any drone over 25 kilos, and up to 25% on smaller drones and parts. The reason is war.
The White House called drones "a key technology in modern armed conflict," and said American production needs to expand rapidly. US drone stocks immediately surged on the news, with Unusual Machines (NYSE: UMAC) seeing the biggest gain. Donald Trump Jr. joined its advisory board in 2024.
When geopolitical tensions run high governments stop asking where things get made, now they`re deciding.
#war #stocks #money #drones #tech
Why has the US put a tariff on drones? President Trump just signed an order placing up to 100% tariffs on any drone over 25 kilos, and up to 25% on smaller drones and parts. The reason is war.
The White House called drones "a key technology in modern armed conflict," and said American production needs to expand rapidly. US drone stocks immediately surged on the news, with Unusual Machines (NYSE: UMAC) seeing the biggest gain. Donald Trump Jr. joined its advisory board in 2024.
When geopolitical tensions run high governments stop asking where things get made, now they`re deciding.
#war #stocks #money #drones #tech
Why did Austal’s (ASX:ASB) stock surge on the day it announced a loss from its US division? It followed the Aussie shipbuilder trading and market update. Firstly Austal’s US division took a $175 million hit after the Department of War failed to grant relief on some legacy Navy contracts. That flipped a projected $110 million profit into a $113 million loss.
In the same announcement, Austal also revealed that South Korean defence giant Hanwha has offered up to US$1.2 billion for its American shipyards, the same shipyards that just lost $175 million. The market had been valuing that division at close to nothing, but to Hanwha it`s worth more than a billion dollars.
#finktok #defence #investing #money #stocks
Why did Austal’s (ASX:ASB) stock surge on the day it announced a loss from its US division? It followed the Aussie shipbuilder trading and market update. Firstly Austal’s US division took a $175 million hit after the Department of War failed to grant relief on some legacy Navy contracts. That flipped a projected $110 million profit into a $113 million loss.
In the same announcement, Austal also revealed that South Korean defence giant Hanwha has offered up to US$1.2 billion for its American shipyards, the same shipyards that just lost $175 million. The market had been valuing that division at close to nothing, but to Hanwha it`s worth more than a billion dollars.
#finktok #defence #investing #money #stocks
DroneShield (ASX:DRO) launches RfRecon, a portable radio frequency (RF) intelligence system designed to help defence, government and security operators detect, identify and locate activity across the electromagnetic spectrum.
📡 Next-generation capability: RfRecon combines ultra-wideband spectrum awareness, precision direction finding and DroneShield’s RfAI-3 intelligence architecture in a single portable system, allowing operators to assess RF activity and gain greater operational context.
🛡️ Flexible deployment: The system is designed for dismounted, vehicle-mounted, rapid-deployment and fixed-site operations, with integration capabilities across existing defence and security ecosystems including Android Tactical Assault Kit (ATAK) and third-party command-and-control platforms.
🌍 Market rollout: DroneShield has begun engagement with qualified defence, government and security customers globally. Subject to procurement timelines, the company expects potential orders and revenue contribution to commence in the second half of 2026, although no sales value has yet been quantified.
“The teams that gain the greatest advantage will be those that can rapidly understand what they are seeing and confidently act on it. RfRecon reflects that shift by bringing RF intelligence directly to the tactical edge.” – Angus Bean, DroneShield CEO and Managing Director
DroneShield (ASX:DRO) launches RfRecon, a portable radio frequency (RF) intelligence system designed to help defence, government and security operators detect, identify and locate activity across the electromagnetic spectrum.
📡 Next-generation capability: RfRecon combines ultra-wideband spectrum awareness, precision direction finding and DroneShield’s RfAI-3 intelligence architecture in a single portable system, allowing operators to assess RF activity and gain greater operational context.
🛡️ Flexible deployment: The system is designed for dismounted, vehicle-mounted, rapid-deployment and fixed-site operations, with integration capabilities across existing defence and security ecosystems including Android Tactical Assault Kit (ATAK) and third-party command-and-control platforms.
🌍 Market rollout: DroneShield has begun engagement with qualified defence, government and security customers globally. Subject to procurement timelines, the company expects potential orders and revenue contribution to commence in the second half of 2026, although no sales value has yet been quantified.
“The teams that gain the greatest advantage will be those that can rapidly understand what they are seeing and confidently act on it. RfRecon reflects that shift by bringing RF intelligence directly to the tactical edge.” – Angus Bean, DroneShield CEO and Managing Director
Why is the Pentagon backing a mine in central New South Wales? Because of a metal you`ve probably never heard of, scandium. Scandium is to make lightweight alloys for aircraft, advanced semiconductors and fuel cells powering AI data centres.
China dominates global supply and America hasn`t mined it domestically in decades, so the US Department of War has conditionally committed up to US$400 million towards Sunrise Energy Metals’ (ASX:SRL) deposit.
Countries have always competed for oil and now they`re competing for ingredients too. That`s great news for companies like Sunrise, its share price has surged more than 130% this year alone.
#mining #US #stocks #wallstreet #defence
Why is the Pentagon backing a mine in central New South Wales? Because of a metal you`ve probably never heard of, scandium. Scandium is to make lightweight alloys for aircraft, advanced semiconductors and fuel cells powering AI data centres.
China dominates global supply and America hasn`t mined it domestically in decades, so the US Department of War has conditionally committed up to US$400 million towards Sunrise Energy Metals’ (ASX:SRL) deposit.
Countries have always competed for oil and now they`re competing for ingredients too. That`s great news for companies like Sunrise, its share price has surged more than 130% this year alone.
#mining #US #stocks #wallstreet #defence
Tennant Minerals (ASX:TMS) is preparing for the next phase of work at its Bluebird high-grade copper-gold-bismuth discovery, following confirmation that mineralisation extends beyond the current open-pit Mineral Resource in the Northern Territory. With $2.8 million raised, the company is now advancing step-out drilling, geological modelling and metallurgical studies aimed at defining the broader opportunity and progressing development pathways. Tennant Minerals General Manager Chris Ramsay joins The Stock Network’s Lel Smits to discuss what comes next for Bluebird and how the latest work is moving the project towards development.
🪓 From discovery to defining the system
⚒️ Testing the bigger Bluebird opportunity
🚀 Building towards development
Tennant Minerals (ASX:TMS) is preparing for the next phase of work at its Bluebird high-grade copper-gold-bismuth discovery, following confirmation that mineralisation extends beyond the current open-pit Mineral Resource in the Northern Territory. With $2.8 million raised, the company is now advancing step-out drilling, geological modelling and metallurgical studies aimed at defining the broader opportunity and progressing development pathways. Tennant Minerals General Manager Chris Ramsay joins The Stock Network’s Lel Smits to discuss what comes next for Bluebird and how the latest work is moving the project towards development.
🪓 From discovery to defining the system
⚒️ Testing the bigger Bluebird opportunity
🚀 Building towards development
Vection Technologies (ASX:VR1) has received $1.2 million in non-repayable, non-dilutive government funding across four R&D programs spanning artificial intelligence, extended reality and digital health.
💰 Government funding: The $1.2 million in cash will support Vection Technologies’ existing product roadmap, expand collaboration opportunities and strengthen working capital without dilution to shareholders.
🩺 Digital health development: The AI-powered Digital Health Rehabilitation (OMNIREHAB) program is developing an AI-powered remote rehabilitation platform combining motion capture and Extended Reality (XR) for home-based cognitive and physical rehabilitation.
🤖 Broader technology pipeline: The funding also supports projects focused on inclusive AI and sign-language translation, cultural and museum AI, and immersive heritage visualisation, with research partners including University College London (UCL), the National Research Council of Italy (CNR) and several Italian universities.
"The technologies and capabilities we are developing will be integrated into Algho AI and IntegratedXR, while other activities will generate standalone intellectual property." – Gianmarco Biagi, Vection Technologies Managing Director and Executive Chairman
Vection Technologies (ASX:VR1) has received $1.2 million in non-repayable, non-dilutive government funding across four R&D programs spanning artificial intelligence, extended reality and digital health.
💰 Government funding: The $1.2 million in cash will support Vection Technologies’ existing product roadmap, expand collaboration opportunities and strengthen working capital without dilution to shareholders.
🩺 Digital health development: The AI-powered Digital Health Rehabilitation (OMNIREHAB) program is developing an AI-powered remote rehabilitation platform combining motion capture and Extended Reality (XR) for home-based cognitive and physical rehabilitation.
🤖 Broader technology pipeline: The funding also supports projects focused on inclusive AI and sign-language translation, cultural and museum AI, and immersive heritage visualisation, with research partners including University College London (UCL), the National Research Council of Italy (CNR) and several Italian universities.
"The technologies and capabilities we are developing will be integrated into Algho AI and IntegratedXR, while other activities will generate standalone intellectual property." – Gianmarco Biagi, Vection Technologies Managing Director and Executive Chairman
Austco Healthcare (ASX:AHC) strengthens its direct presence in the Australian healthcare market, agreeing to acquire long-standing South Australian reseller Medical Communications Systems (MCS) for approximately $2.88 million.
🏥 Strategic acquisition: Austco will acquire 100% of MCS, bringing its South Australian nurse call reseller in-house and strengthening direct customer relationships and service delivery in the state.
💰 Earnings accretive: The transaction comprises approximately $2.24 million in upfront cash and an estimated $0.64 million performance-based earnout. On a full-year basis, MCS is expected to contribute approximately $1.88 million of incremental revenue and $0.82 million of EBITDA.
📈 Proven M&A strategy: The acquisition follows Austco’s previous reseller acquisitions of Teknocorp, Amentco and G&S Technologies. MCS has been an Austco-certified reseller since 2011, with its 12 staff expected to remain with the business.
“This acquisition follows the same disciplined model as our last three acquisitions: strengthening our direct sales capability, deepening our customer relationships and retaining experienced local people.” – Clayton Astles, Austco Healthcare CEO
Austco Healthcare (ASX:AHC) strengthens its direct presence in the Australian healthcare market, agreeing to acquire long-standing South Australian reseller Medical Communications Systems (MCS) for approximately $2.88 million.
🏥 Strategic acquisition: Austco will acquire 100% of MCS, bringing its South Australian nurse call reseller in-house and strengthening direct customer relationships and service delivery in the state.
💰 Earnings accretive: The transaction comprises approximately $2.24 million in upfront cash and an estimated $0.64 million performance-based earnout. On a full-year basis, MCS is expected to contribute approximately $1.88 million of incremental revenue and $0.82 million of EBITDA.
📈 Proven M&A strategy: The acquisition follows Austco’s previous reseller acquisitions of Teknocorp, Amentco and G&S Technologies. MCS has been an Austco-certified reseller since 2011, with its 12 staff expected to remain with the business.
“This acquisition follows the same disciplined model as our last three acquisitions: strengthening our direct sales capability, deepening our customer relationships and retaining experienced local people.” – Clayton Astles, Austco Healthcare CEO
Braveheart Bio (NASDAQ: BRVE) just raised $440 million to list on the Nasdaq. It was founded two years ago, and its primary drug treats a heart condition where the muscle thickens and struggles to pump.
Braveheart didn`t invent the drug, they licensed it from a pharmaceutical company in China, every clinical trial so far was designed and run entirely by that Chinese company. Braveheart wasn`t involved and doesn`t manufacture the drug. What Braveheart bought was the exclusive right to seek FDA approval and sell the drug everywhere, except Greater China.
There have been more than one hundred similar licensing deals since the start of last year. Increasingly, cutting-edge medicines are invented in China and sold to you by American biotechs.
#biotech #stocks #nasdaq #IPO #fintok
Braveheart Bio (NASDAQ: BRVE) just raised $440 million to list on the Nasdaq. It was founded two years ago, and its primary drug treats a heart condition where the muscle thickens and struggles to pump.
Braveheart didn`t invent the drug, they licensed it from a pharmaceutical company in China, every clinical trial so far was designed and run entirely by that Chinese company. Braveheart wasn`t involved and doesn`t manufacture the drug. What Braveheart bought was the exclusive right to seek FDA approval and sell the drug everywhere, except Greater China.
There have been more than one hundred similar licensing deals since the start of last year. Increasingly, cutting-edge medicines are invented in China and sold to you by American biotechs.
#biotech #stocks #nasdaq #IPO #fintok
Patrys (ASX:PAB) is advancing its lead drug candidate, RLS-2202, towards its first clinical trial in humans. During the June quarter, Patrys appointed a specialist clinical trial site and contract research organisation, progressed its trial protocol and submitted its ethics application. The company is now targeting first participant dosing in Q3 2026, subject to the required approvals. Patrys CEO Dr Samantha South joins The Stock Network`s Lel Smits to discuss RLS-2202, the company`s path into the clinic and what investors can expect next.
⚕️ Getting RLS-2202 into the clinic
🔬 What RLS-2202 could do
🚀 What`s next for Patrys
Patrys (ASX:PAB) is advancing its lead drug candidate, RLS-2202, towards its first clinical trial in humans. During the June quarter, Patrys appointed a specialist clinical trial site and contract research organisation, progressed its trial protocol and submitted its ethics application. The company is now targeting first participant dosing in Q3 2026, subject to the required approvals. Patrys CEO Dr Samantha South joins The Stock Network`s Lel Smits to discuss RLS-2202, the company`s path into the clinic and what investors can expect next.
⚕️ Getting RLS-2202 into the clinic
🔬 What RLS-2202 could do
🚀 What`s next for Patrys
Who is winning the weight loss boom? It`s not the company that makes Ozempic. It`s Eli Lilly And Co (NYSE:LLY), which makes Ozempic`s biggest rival, Mounjaro.
Mounjaro and its sister product were about two-thirds of everything Lilly sold in the second quarter with total revenue rising 48% to was $23 billion over the last year.
Here`s the strange part - Lilly`s prices went down, while it sold 60 per cent more and charged 13 per cent less. That`s what a boom actually looks like: not charging more but reaching more people.
#money #health #stocks #GLP1 #weightloss
Who is winning the weight loss boom? It`s not the company that makes Ozempic. It`s Eli Lilly And Co (NYSE:LLY), which makes Ozempic`s biggest rival, Mounjaro.
Mounjaro and its sister product were about two-thirds of everything Lilly sold in the second quarter with total revenue rising 48% to was $23 billion over the last year.
Here`s the strange part - Lilly`s prices went down, while it sold 60 per cent more and charged 13 per cent less. That`s what a boom actually looks like: not charging more but reaching more people.
#money #health #stocks #GLP1 #weightloss
Osteopore (ASX:OSX) has expanded its orthopaedic bone reconstruction business into the Middle East after signing a three-year distribution agreement with Al-Umnia Medical covering five Gulf Cooperation Council (GCC) markets.
🦴 Regional expansion: The agreement covers Saudi Arabia, the United Arab Emirates, Oman, Qatar and Bahrain, with Osteopore and Al-Umnia now progressing product registrations across the five countries.
🌍 Large addressable market: The GCC orthopaedic devices market was valued at approximately US$897.5 million in 2025 and is forecast to reach US$1.55 billion by 2034, according to cited market research.
🤝 Established partner: Dubai-based Al-Umnia has grown from a four-person team in 2009 to more than 70 employees, with a focus on medical technology partnerships, clinical education, training and support across the GCC.
"Our orthopaedics bone reconstruction product line is now progressing to the next phase of commercialisation – beyond South East Asia to the Middle East." – Dr Yujing Lim, Osteopore CEO
Osteopore (ASX:OSX) has expanded its orthopaedic bone reconstruction business into the Middle East after signing a three-year distribution agreement with Al-Umnia Medical covering five Gulf Cooperation Council (GCC) markets.
🦴 Regional expansion: The agreement covers Saudi Arabia, the United Arab Emirates, Oman, Qatar and Bahrain, with Osteopore and Al-Umnia now progressing product registrations across the five countries.
🌍 Large addressable market: The GCC orthopaedic devices market was valued at approximately US$897.5 million in 2025 and is forecast to reach US$1.55 billion by 2034, according to cited market research.
🤝 Established partner: Dubai-based Al-Umnia has grown from a four-person team in 2009 to more than 70 employees, with a focus on medical technology partnerships, clinical education, training and support across the GCC.
"Our orthopaedics bone reconstruction product line is now progressing to the next phase of commercialisation – beyond South East Asia to the Middle East." – Dr Yujing Lim, Osteopore CEO
ADHD rates are soaring and one ASX company founded by Princeton neuroscientists, wants to change that. BlinkLab’s (ASX:BB1) smartphone app used the phone`s camera to measure involuntary responses like blinking.
A recent European study showed it correctly identified 82 per cent of the children who had an ADHD diagnosis, and correctly cleared 83 per cent of those who didn`t.
It`s early research but if you`ve ever waited months for a specialist appointment, you know why someone`s trying. The idea isn`t to replace the specialist. It`s to work out who needs one first.
#finance #health #stocks #ADHD #fintok
ADHD rates are soaring and one ASX company founded by Princeton neuroscientists, wants to change that. BlinkLab’s (ASX:BB1) smartphone app used the phone`s camera to measure involuntary responses like blinking.
A recent European study showed it correctly identified 82 per cent of the children who had an ADHD diagnosis, and correctly cleared 83 per cent of those who didn`t.
It`s early research but if you`ve ever waited months for a specialist appointment, you know why someone`s trying. The idea isn`t to replace the specialist. It`s to work out who needs one first.
#finance #health #stocks #ADHD #fintok
What`s a lockup and why does it matter to SpaceX Space Exploration Technologies Corp. (SPCX) shareholders? When a company lists, early investors such as founders, staff and venture funds agree to hold their shares for a set period. The reason is simple. Nobody would want to invest in a company if insiders could cash out the next morning.
SpaceX listed in June, in the biggest IPO ever. Now the first lockup period is ending, and over 900 million more shares can be sold by those early holders. If enough of them decide to cash out, this could put even more pressure on SpaceX`s share price. It’s worth knowing whenever you see a hot new listing. There’s a second date, months later, that nobody puts in the headline.
#fintok #elonmusk #spaceX #money #investing
What`s a lockup and why does it matter to SpaceX Space Exploration Technologies Corp. (SPCX) shareholders? When a company lists, early investors such as founders, staff and venture funds agree to hold their shares for a set period. The reason is simple. Nobody would want to invest in a company if insiders could cash out the next morning.
SpaceX listed in June, in the biggest IPO ever. Now the first lockup period is ending, and over 900 million more shares can be sold by those early holders. If enough of them decide to cash out, this could put even more pressure on SpaceX`s share price. It’s worth knowing whenever you see a hot new listing. There’s a second date, months later, that nobody puts in the headline.
#fintok #elonmusk #spaceX #money #investing
Argent BioPharma (ASX:RGT) is advancing the expansion of its CannEpil® platform into the U.S. veterinary healthcare market, with its exclusive licensing partner commencing a development programme focused initially on companion-animal oncology and chronic pain management.
🐾 U.S. veterinary programme: Splash Beverage Group has commenced development of CannEpil® for veterinary applications through a collaboration with Lupvindol Biosciences, marking the first operational milestone since the product’s expansion into animal healthcare.
🧬 U.S. FDA pathway: The programme will initially target canine applications and progress through the U.S. FDA Center for Veterinary Medicine, beginning with the Investigational New Animal Drug process and potentially advancing towards Conditional Approval.
🇺🇸 Experienced team: Lupvindol Biosciences CEO Dr. Hunter Land, a former GW Pharmaceuticals executive involved in the development of Epidiolex® and Sativex®, will lead pharmaceutical development and regulatory strategy. Argent BioPharma retains ownership of CannEpil® intellectual property and manufacturing know-how, while participating through royalties.
"This milestone demonstrates that the global licensing strategy is already translating into tangible operational progress." – Roby Zomer, Argent BioPharma Chairman
Argent BioPharma (ASX:RGT) is advancing the expansion of its CannEpil® platform into the U.S. veterinary healthcare market, with its exclusive licensing partner commencing a development programme focused initially on companion-animal oncology and chronic pain management.
🐾 U.S. veterinary programme: Splash Beverage Group has commenced development of CannEpil® for veterinary applications through a collaboration with Lupvindol Biosciences, marking the first operational milestone since the product’s expansion into animal healthcare.
🧬 U.S. FDA pathway: The programme will initially target canine applications and progress through the U.S. FDA Center for Veterinary Medicine, beginning with the Investigational New Animal Drug process and potentially advancing towards Conditional Approval.
🇺🇸 Experienced team: Lupvindol Biosciences CEO Dr. Hunter Land, a former GW Pharmaceuticals executive involved in the development of Epidiolex® and Sativex®, will lead pharmaceutical development and regulatory strategy. Argent BioPharma retains ownership of CannEpil® intellectual property and manufacturing know-how, while participating through royalties.
"This milestone demonstrates that the global licensing strategy is already translating into tangible operational progress." – Roby Zomer, Argent BioPharma Chairman
Elk Range Mining has listed on the ASX with the ticker code of ELK. The company is a mineral explorer that owns a high-quality portfolio of gold assets located in the US state of Idaho. Its flagship asset is the Friday Gold Mine, which is positioned within one of the US’s most prospective and historically productive gold districts. Elk Range Mining also owns the Orogrande Processing Plant and associated infrastructure, which provides the Company with strategic and commercial optionality as its development strategy is delivered. Proceeds from the IPO raise will support Elk Range Mining’s planned exploration and development activities, including resource growth drilling, technical studies and permitting.
Media: The Stock Network, Lel Smits
Elk Range Mining has listed on the ASX with the ticker code of ELK. The company is a mineral explorer that owns a high-quality portfolio of gold assets located in the US state of Idaho. Its flagship asset is the Friday Gold Mine, which is positioned within one of the US’s most prospective and historically productive gold districts. Elk Range Mining also owns the Orogrande Processing Plant and associated infrastructure, which provides the Company with strategic and commercial optionality as its development strategy is delivered. Proceeds from the IPO raise will support Elk Range Mining’s planned exploration and development activities, including resource growth drilling, technical studies and permitting.
Media: The Stock Network, Lel Smits
Every ETF tracks something, but many investors spend more time researching the ETF than understanding the asset market benchmark or index it follows. These indices, which include stock market benchmarks, play a critical role in determining an ETF`s holdings, performance characteristics and investment outcomes, making them one of the most important yet often overlooked components of ETF investing. In this Women in ETFs ETF Education Spotlight, The Stock Network`s Lel Smits is joined by Daphne van der Oord, Head of Australia & New Zealand at S&P Dow Jones Indices, to discuss what asset market benchmarks or indices are, why they matter, and how investors can better understand what`s driving the ETFs they own.
📊 What is a benchmark index?
📈 How asset market indices shape ETFs
🔍 Not all indices are created equal
💻 Why investors should look beyond fees
🎯 Choosing the right benchmark index
Every ETF tracks something, but many investors spend more time researching the ETF than understanding the asset market benchmark or index it follows. These indices, which include stock market benchmarks, play a critical role in determining an ETF`s holdings, performance characteristics and investment outcomes, making them one of the most important yet often overlooked components of ETF investing. In this Women in ETFs ETF Education Spotlight, The Stock Network`s Lel Smits is joined by Daphne van der Oord, Head of Australia & New Zealand at S&P Dow Jones Indices, to discuss what asset market benchmarks or indices are, why they matter, and how investors can better understand what`s driving the ETFs they own.
📊 What is a benchmark index?
📈 How asset market indices shape ETFs
🔍 Not all indices are created equal
💻 Why investors should look beyond fees
🎯 Choosing the right benchmark index
Clean TeQ Water (ASX:CNQ) completes commissioning and performance testing of its first full-scale commercial PHOSPHIX® phosphate removal plant in Europe, marking a key commercial milestone for the company`s water treatment technology.
💧 Commercial milestone: The PHOSPHIX® plant, delivered with Enva in Ireland, becomes Clean TeQ Water`s first commercial operating reference in Europe following its successful commissioning and testing.
✅ Performance exceeds targets: Independent laboratory testing showed phosphate concentrations below 0.1 mg/L, exceeding the contractual requirement of 1.0 mg/L by more than tenfold, while the plant also operated above its designed hydraulic capacity.
🌍 Growth platform: The successful deployment provides a commercial reference plant for prospective customers and strengthens Clean TeQ Water`s position to pursue new industrial and municipal phosphate removal opportunities across Europe as environmental regulations tighten.
"Today`s announcement marks the successful commercial deployment of PHOSPHIX® at full industrial scale, consistently delivering phosphate concentrations well below contractual requirements while exceeding design throughput." – Peter Voigt, CEO
Clean TeQ Water (ASX:CNQ) completes commissioning and performance testing of its first full-scale commercial PHOSPHIX® phosphate removal plant in Europe, marking a key commercial milestone for the company`s water treatment technology.
💧 Commercial milestone: The PHOSPHIX® plant, delivered with Enva in Ireland, becomes Clean TeQ Water`s first commercial operating reference in Europe following its successful commissioning and testing.
✅ Performance exceeds targets: Independent laboratory testing showed phosphate concentrations below 0.1 mg/L, exceeding the contractual requirement of 1.0 mg/L by more than tenfold, while the plant also operated above its designed hydraulic capacity.
🌍 Growth platform: The successful deployment provides a commercial reference plant for prospective customers and strengthens Clean TeQ Water`s position to pursue new industrial and municipal phosphate removal opportunities across Europe as environmental regulations tighten.
"Today`s announcement marks the successful commercial deployment of PHOSPHIX® at full industrial scale, consistently delivering phosphate concentrations well below contractual requirements while exceeding design throughput." – Peter Voigt, CEO
SciDev (ASX:SDV) secures its first revenue-generating contracts in the data centre market, marking a strategic expansion into a new growth sector. The contracts involve engineering and consulting work for two of Australia`s largest hyperscale data centre operators and developers.
💧 New market entry: SciDev has won its first contracts in the data centre sector, providing design, consulting and embedded engineering services for two major Australian hyperscale data centre operators and developers.
📈 Revenue opportunity: The contracts are expected to generate approximately $0.5 million in revenue during the first half of FY27, with potential for the scope and duration of services to expand over time.
⚙️ Growth platform: These initial data centre sector-related contracts provide valuable reference work in a market SciDev has identified as a strategic growth priority, and leverage the company’s expertise in water recycling, reuse and advanced treatment solutions for increasingly water-intensive data centres.
"Securing our first revenue-generating contracts in the data centre market is an important early step in validating SciDev`s strategy to build a differentiated position in this emerging sector." – SciDev CEO Todd Scott
SciDev (ASX:SDV) secures its first revenue-generating contracts in the data centre market, marking a strategic expansion into a new growth sector. The contracts involve engineering and consulting work for two of Australia`s largest hyperscale data centre operators and developers.
💧 New market entry: SciDev has won its first contracts in the data centre sector, providing design, consulting and embedded engineering services for two major Australian hyperscale data centre operators and developers.
📈 Revenue opportunity: The contracts are expected to generate approximately $0.5 million in revenue during the first half of FY27, with potential for the scope and duration of services to expand over time.
⚙️ Growth platform: These initial data centre sector-related contracts provide valuable reference work in a market SciDev has identified as a strategic growth priority, and leverage the company’s expertise in water recycling, reuse and advanced treatment solutions for increasingly water-intensive data centres.
"Securing our first revenue-generating contracts in the data centre market is an important early step in validating SciDev`s strategy to build a differentiated position in this emerging sector." – SciDev CEO Todd Scott
Which American shares returned 44 per cent over the last year? Not the ones you might think. The Russell 2000 is the index of America’s smallest two thousand small companies within the Russell 3000 Index. Large caps, measured by the Russell 1000, returned about 30 per cent. Small caps, measured by the Russell 2000, returned more than 44%
So why did the small companies surge? Firstly, interest rates, small caps carry far more floating-rate debt and when rates fell their borrowing costs dropped too. Second, valuations - US small caps were trading at just 16 times forecast earnings, while large caps were at 23. Finally, the AI boom expanded, data centres need power, cooling, networking, construction, and a lot of that gets built by companies you`ve never heard of in the Russell 2000.
#stocks #wallstreet #US #money #investing
Which American shares returned 44 per cent over the last year? Not the ones you might think. The Russell 2000 is the index of America’s smallest two thousand small companies within the Russell 3000 Index. Large caps, measured by the Russell 1000, returned about 30 per cent. Small caps, measured by the Russell 2000, returned more than 44%
So why did the small companies surge? Firstly, interest rates, small caps carry far more floating-rate debt and when rates fell their borrowing costs dropped too. Second, valuations - US small caps were trading at just 16 times forecast earnings, while large caps were at 23. Finally, the AI boom expanded, data centres need power, cooling, networking, construction, and a lot of that gets built by companies you`ve never heard of in the Russell 2000.
#stocks #wallstreet #US #money #investing
Control Bionics (ASX:CBL) reports commercial progress across its Assistive Technology and NeuroTechnology Solutions businesses, with expanding distribution channels and growing adoption of its NeuroStrip™ platform.
🧠 Commercial growth: The company shipped its first NextLevel tablets, expanded US distribution through Tobii Dynavox and PRC-Saltillo, and expects to appoint its first German distribution partner in the coming weeks.
🌍 NeuroStrip™ adoption: NeuroStrip™ has now signed 20 organisations across four countries, spanning elite sport, rehabilitation, clinical and research settings.
📊 Clinical validation: An interim report from Japan`s STROKE LAB supports NeuroStrip™ as an objective assessment tool capable of measuring muscle activity beyond conventional rehabilitation assessments. The findings are interim, observational and do not establish therapeutic efficacy.
“That is the clearest evidence yet that our strategic shift to a multi-application neurotechnology platform is working.” – Jeremy Steele, Control Bionics CEO & Managing Director
Control Bionics (ASX:CBL) reports commercial progress across its Assistive Technology and NeuroTechnology Solutions businesses, with expanding distribution channels and growing adoption of its NeuroStrip™ platform.
🧠 Commercial growth: The company shipped its first NextLevel tablets, expanded US distribution through Tobii Dynavox and PRC-Saltillo, and expects to appoint its first German distribution partner in the coming weeks.
🌍 NeuroStrip™ adoption: NeuroStrip™ has now signed 20 organisations across four countries, spanning elite sport, rehabilitation, clinical and research settings.
📊 Clinical validation: An interim report from Japan`s STROKE LAB supports NeuroStrip™ as an objective assessment tool capable of measuring muscle activity beyond conventional rehabilitation assessments. The findings are interim, observational and do not establish therapeutic efficacy.
“That is the clearest evidence yet that our strategic shift to a multi-application neurotechnology platform is working.” – Jeremy Steele, Control Bionics CEO & Managing Director
Pepper Money (ASX:PPM) expands its capital-light servicing business after being appointed as servicer of a A$36 billion home loan and personal loan portfolio originated by HSBC Australia following the proposed acquisition of these assets by funds managed by affiliates of Blackstone.
🏦 Major servicing mandate: Pepper Money will service approximately A$36 billion of Australian home loans and personal loans once the proposed acquisition of these loans by the Blackstone-controlled purchaser completes.
📈 Recurring revenue: The appointment supports Pepper Money`s strategy to grow its capital-light servicing business, increasing recurring, annuity-style earnings while expanding operational scale.
⏳ Targeted completion date: The transaction is subject to regulatory approvals and operational readiness, with completion expected in the first half of calendar 2027.
Pepper Money (ASX:PPM) expands its capital-light servicing business after being appointed as servicer of a A$36 billion home loan and personal loan portfolio originated by HSBC Australia following the proposed acquisition of these assets by funds managed by affiliates of Blackstone.
🏦 Major servicing mandate: Pepper Money will service approximately A$36 billion of Australian home loans and personal loans once the proposed acquisition of these loans by the Blackstone-controlled purchaser completes.
📈 Recurring revenue: The appointment supports Pepper Money`s strategy to grow its capital-light servicing business, increasing recurring, annuity-style earnings while expanding operational scale.
⏳ Targeted completion date: The transaction is subject to regulatory approvals and operational readiness, with completion expected in the first half of calendar 2027.
Lux Copper (ASX:LUX) has hit the ground running following its ASX listing, with exploration now underway at its flagship Baird Copper Project in Alaska. The company has completed its maiden geophysical survey, mobilised drill rigs to site and remains on track to begin its first drilling campaign in mid-August, targeting a region known for hosting world-class copper discoveries. CEO Dr James Warren joins The Stock Network`s Lel Smits to discuss the company`s start as an ASX listed company, the significance of the Baird Project and what investors can expect as drilling gets underway.
🪓 Exploration underway
Flagship Baird Copper Project in Alaska
🚀 Maiden drilling plans and expectations
Lux Copper (ASX:LUX) has hit the ground running following its ASX listing, with exploration now underway at its flagship Baird Copper Project in Alaska. The company has completed its maiden geophysical survey, mobilised drill rigs to site and remains on track to begin its first drilling campaign in mid-August, targeting a region known for hosting world-class copper discoveries. CEO Dr James Warren joins The Stock Network`s Lel Smits to discuss the company`s start as an ASX listed company, the significance of the Baird Project and what investors can expect as drilling gets underway.
🪓 Exploration underway
Flagship Baird Copper Project in Alaska
🚀 Maiden drilling plans and expectations
When interest rates are higher smaller companies can struggle because the cost of borrowing money goes up, making it harder to fund growth. While many small companies have recently underperformed larger stocks, Seneca Financial Solutions Australian Small Companies Fund has delivered 20.6% per annum since inception, outperforming the S&P/ASX Small Ordinaries Index by around 9% per annum after fees. Portfolio Manager Luke Laretive believes years of underperformance have created a rare opportunity with improving conditions, attractive valuations and a resurgence in takeover activity setting the stage for a comeback. Luke joins The Stock Network`s Lel Smits to explain why he`s bullish on small caps, where he`s finding opportunities and what investors may be overlooking.
🇦🇺 The Australian small-cap opportunity
🤝 Where Seneca is investing today
🚀 The next wave of winners
When interest rates are higher smaller companies can struggle because the cost of borrowing money goes up, making it harder to fund growth. While many small companies have recently underperformed larger stocks, Seneca Financial Solutions Australian Small Companies Fund has delivered 20.6% per annum since inception, outperforming the S&P/ASX Small Ordinaries Index by around 9% per annum after fees. Portfolio Manager Luke Laretive believes years of underperformance have created a rare opportunity with improving conditions, attractive valuations and a resurgence in takeover activity setting the stage for a comeback. Luke joins The Stock Network`s Lel Smits to explain why he`s bullish on small caps, where he`s finding opportunities and what investors may be overlooking.
🇦🇺 The Australian small-cap opportunity
🤝 Where Seneca is investing today
🚀 The next wave of winners
Acrux (ASX:ACR) is continuing to advance its Female Testosterone programme, with the FDA providing a clear pathway toward late-stage clinical trials and global pharmaceutical companies showing strong interest in partnering on its product. Alongside this, the company`s commercial business continues to generate cash, funding development of what management describes as a once-in-a-generation opportunity in women`s health. CEO & Managing Director John Warmbrunn joins The Stock Network`s Lel Smits to discuss the June quarter, the Female Testosterone opportunity, growing commercial momentum and the key milestones ahead.
⚕️ Female Testosterone progress and US FDA
🎗️ A major opportunity in women`s health
🚀 Commercial catalysts
Acrux (ASX:ACR) is continuing to advance its Female Testosterone programme, with the FDA providing a clear pathway toward late-stage clinical trials and global pharmaceutical companies showing strong interest in partnering on its product. Alongside this, the company`s commercial business continues to generate cash, funding development of what management describes as a once-in-a-generation opportunity in women`s health. CEO & Managing Director John Warmbrunn joins The Stock Network`s Lel Smits to discuss the June quarter, the Female Testosterone opportunity, growing commercial momentum and the key milestones ahead.
⚕️ Female Testosterone progress and US FDA
🎗️ A major opportunity in women`s health
🚀 Commercial catalysts
Impact Minerals (ASX:IPT) has advanced its Lake Hope High Purity Alumina (HPA) Project toward a Definitive Feasibility Study, with the pilot plant programme now underway at Edith Cowan University. During the last quarter, joint venture partner Kuniko (ASX:KNI) also intersected mineralisation in every hole at the Commonwealth–Silica Hill Gold-Silver Project, including a new discovery at Silica Hill. Managing Director Dr Mike Jones joins The Stock Network`s Lel Smits to discuss the last quarter`s progress, Lake Hope DFS progress, Commonwealth discover and Commonwealth–Silica Hill catalysts.
Lake Hope DFS progress
🔍 Commonwealth discovery
🪓 Lake Hope, Salmon Gums and Commonwealth–Silica Hill catalysts
Impact Minerals (ASX:IPT) has advanced its Lake Hope High Purity Alumina (HPA) Project toward a Definitive Feasibility Study, with the pilot plant programme now underway at Edith Cowan University. During the last quarter, joint venture partner Kuniko (ASX:KNI) also intersected mineralisation in every hole at the Commonwealth–Silica Hill Gold-Silver Project, including a new discovery at Silica Hill. Managing Director Dr Mike Jones joins The Stock Network`s Lel Smits to discuss the last quarter`s progress, Lake Hope DFS progress, Commonwealth discover and Commonwealth–Silica Hill catalysts.
Lake Hope DFS progress
🔍 Commonwealth discovery
🪓 Lake Hope, Salmon Gums and Commonwealth–Silica Hill catalysts
EBR Systems (ASX:EBR) is advancing cardiac resynchronisation therapy with the world’s only leadless pacing technology designed for heart failure patients. The company’s WiSE™ CRT System delivers wireless pacing directly inside the heart, offering an alternative to conventional systems that rely on pacing leads. Dr Anne Kroman, DO, PhD, Director of Electrophysiology Lab and Cardiac Device program at the Medical University of South Carolina, joins The Stock Network’s Lel Smits to discuss where the Coupler fits within the WiSE implant procedure, its role during electrode implantation, and how procedural tools can support physician confidence as more centres adopt the technology.
♥️ Where the Coupler fits within the WiSE implant procedure
🩺 Supporting stability, control and electrode advancement
⚕️ Supporting consistency as WiSE adoption expands
EBR Systems (ASX:EBR) is advancing cardiac resynchronisation therapy with the world’s only leadless pacing technology designed for heart failure patients. The company’s WiSE™ CRT System delivers wireless pacing directly inside the heart, offering an alternative to conventional systems that rely on pacing leads. Dr Anne Kroman, DO, PhD, Director of Electrophysiology Lab and Cardiac Device program at the Medical University of South Carolina, joins The Stock Network’s Lel Smits to discuss where the Coupler fits within the WiSE implant procedure, its role during electrode implantation, and how procedural tools can support physician confidence as more centres adopt the technology.
♥️ Where the Coupler fits within the WiSE implant procedure
🩺 Supporting stability, control and electrode advancement
⚕️ Supporting consistency as WiSE adoption expands
Australia`s richest person, Gina Rinehart, has invested A$7.95 million into an ASX-listed explorer G50 Corp (ASX:G50) through her private company, Hancock Prospecting, as part of a A$26.25 million capital raising.
The investment will see Hancock become a cornerstone shareholder with a stake of around 5.4% while the funds will accelerate drilling and exploration across G50`s Golconda Gold-Silver-Gallium Project in Arizona and White Caps Gold Project in Nevada.
The backing not only strengthens G50`s balance sheet to fast-track exploration but also highlights continued investor appetite for quality gold and critical minerals projects, particularly those located in the United States.
#mining #stocks #ASX #money #investing
Australia`s richest person, Gina Rinehart, has invested A$7.95 million into an ASX-listed explorer G50 Corp (ASX:G50) through her private company, Hancock Prospecting, as part of a A$26.25 million capital raising.
The investment will see Hancock become a cornerstone shareholder with a stake of around 5.4% while the funds will accelerate drilling and exploration across G50`s Golconda Gold-Silver-Gallium Project in Arizona and White Caps Gold Project in Nevada.
The backing not only strengthens G50`s balance sheet to fast-track exploration but also highlights continued investor appetite for quality gold and critical minerals projects, particularly those located in the United States.
#mining #stocks #ASX #money #investing
Clean TeQ Water (ASX:CNQ) completes commissioning and performance testing of its first full-scale commercial PHOSPHIX® phosphate removal plant in Europe, marking a key commercial milestone for the company`s water treatment technology.
💧 Commercial milestone: The PHOSPHIX® plant, delivered with Enva in Ireland, becomes Clean TeQ Water`s first commercial operating reference in Europe following its successful commissioning and testing.
✅ Performance exceeds targets: Independent laboratory testing showed phosphate concentrations below 0.1 mg/L, exceeding the contractual requirement of 1.0 mg/L by more than tenfold, while the plant also operated above its designed hydraulic capacity.
🌍 Growth platform: The successful deployment provides a commercial reference plant for prospective customers and strengthens Clean TeQ Water`s position to pursue new industrial and municipal phosphate removal opportunities across Europe as environmental regulations tighten.
"Today`s announcement marks the successful commercial deployment of PHOSPHIX® at full industrial scale, consistently delivering phosphate concentrations well below contractual requirements while exceeding design throughput." – Peter Voigt, CEO
ASX announcement ⚡ https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03114823-3A697724&v=undefined
Clean TeQ Water (ASX:CNQ) completes commissioning and performance testing of its first full-scale commercial PHOSPHIX® phosphate removal plant in Europe, marking a key commercial milestone for the company`s water treatment technology.
💧 Commercial milestone: The PHOSPHIX® plant, delivered with Enva in Ireland, becomes Clean TeQ Water`s first commercial operating reference in Europe following its successful commissioning and testing.
✅ Performance exceeds targets: Independent laboratory testing showed phosphate concentrations below 0.1 mg/L, exceeding the contractual requirement of 1.0 mg/L by more than tenfold, while the plant also operated above its designed hydraulic capacity.
🌍 Growth platform: The successful deployment provides a commercial reference plant for prospective customers and strengthens Clean TeQ Water`s position to pursue new industrial and municipal phosphate removal opportunities across Europe as environmental regulations tighten.
"Today`s announcement marks the successful commercial deployment of PHOSPHIX® at full industrial scale, consistently delivering phosphate concentrations well below contractual requirements while exceeding design throughput." – Peter Voigt, CEO
ASX announcement ⚡ https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03114823-3A697724&v=undefined
Gwardar Resources has listed on the ASX with the ticker code of GRS. It is a mining explorer that has entered into Acquisition Agreements to wholly acquire the Doolgunna and Kurnalpi Projects located in Western Australia. The Doolgunna Project lies within the Murchison Mineral Field, while the Kurnalpi Project is located within the Eastern Goldfields. The proceeds of Gwardar Resources’ IPO raising will fund initial exploration activities at these projects, both of which are prospective for gold and base metals.
Media: The Stock Network, Lel Smits
Gwardar Resources has listed on the ASX with the ticker code of GRS. It is a mining explorer that has entered into Acquisition Agreements to wholly acquire the Doolgunna and Kurnalpi Projects located in Western Australia. The Doolgunna Project lies within the Murchison Mineral Field, while the Kurnalpi Project is located within the Eastern Goldfields. The proceeds of Gwardar Resources’ IPO raising will fund initial exploration activities at these projects, both of which are prospective for gold and base metals.
Media: The Stock Network, Lel Smits
Archer Materials (ASX:AXE) advances the development of its Biochip medical diagnostics platform, progressing it towards a clinically deployable device, and expanding its sensing capabilities ahead of planned engagement with the U.S. FDA.
🩺 Clinical development: Archer Materials has commenced industrial design of a clinical-ready potassium testing device, focusing on usability, manufacturability and regulatory readiness as it moves beyond core technology development.
🔬 Technology progress: The Company integrates haemolysis sensing into its Biochip platform, detecting plasma free haemoglobin at clinically relevant levels to help improve the accuracy of point-of-care potassium testing.
💊 Platform expansion: Archer Materials also demonstrates clinically relevant lithium sensing with its Biochip prototype, supporting the platform`s potential for additional point-of-care blood tests beyond potassium monitoring.
"This is an important inflection point for the Company and our Biochip program as we advance qualification and product development in parallel, while continuing to reduce technical risk." – Dr. Simon Ruffell, Archer Materials CEO
Archer Materials (ASX:AXE) advances the development of its Biochip medical diagnostics platform, progressing it towards a clinically deployable device, and expanding its sensing capabilities ahead of planned engagement with the U.S. FDA.
🩺 Clinical development: Archer Materials has commenced industrial design of a clinical-ready potassium testing device, focusing on usability, manufacturability and regulatory readiness as it moves beyond core technology development.
🔬 Technology progress: The Company integrates haemolysis sensing into its Biochip platform, detecting plasma free haemoglobin at clinically relevant levels to help improve the accuracy of point-of-care potassium testing.
💊 Platform expansion: Archer Materials also demonstrates clinically relevant lithium sensing with its Biochip prototype, supporting the platform`s potential for additional point-of-care blood tests beyond potassium monitoring.
"This is an important inflection point for the Company and our Biochip program as we advance qualification and product development in parallel, while continuing to reduce technical risk." – Dr. Simon Ruffell, Archer Materials CEO
Alurion Resources has listed on the ASX with the ticker code of ALU. The company is a demerged entity that owns the Amargosa Bauxite-Gallium Project previously held by Brazilian Rare Earths Limited. This project, located in Bahia, one of Brazil’s established mining states, comes with some 57,000 metres of historical drilling and extensive geological and geophysical datasets. Exploration activities undertaken to date at Amargosa have already delivered a globally significant JORC Mineral Resource Estimate. First stage development of the project will comprise a direct-ship-bauxite operation targeting high-grade gibbsitic bauxite and a Scoping Study base case with attaching average per annum production and mine life metrics.
Media: The Stock Network, @lelsmits
Alurion Resources has listed on the ASX with the ticker code of ALU. The company is a demerged entity that owns the Amargosa Bauxite-Gallium Project previously held by Brazilian Rare Earths Limited. This project, located in Bahia, one of Brazil’s established mining states, comes with some 57,000 metres of historical drilling and extensive geological and geophysical datasets. Exploration activities undertaken to date at Amargosa have already delivered a globally significant JORC Mineral Resource Estimate. First stage development of the project will comprise a direct-ship-bauxite operation targeting high-grade gibbsitic bauxite and a Scoping Study base case with attaching average per annum production and mine life metrics.
Media: The Stock Network, @lelsmits
InteliCare Holdings (ASX:ICR) expands its partnership with Hardi Aged Care, with the provider increasing its deployment following expansion of the latter client’s Blacktown facility.
🏥 Expansion: Hardi Aged Care has added 84 beds at Blacktown, generating additional hardware, implementation and recurring SaaS revenue for InteliCare Holdings.
📈 Contract growth: The Blacktown expansion and initial Nurse Call rollout increase the Hardi Aged Care contract value by 13%, with four more facilities still to be deployed.
🤖 Network rollout: Hardi Aged Care is progressively rolling out InteliCare Holdings’ Nurse Call solution across all six aged care facilities.
"Hardi`s decision to deploy the InteliCare solution within its expanded Blacktown facility as well as the roll out of InteliCare`s Nurse Call Solution across its network is a strong vote of confidence in InteliCare from a long-term valued customer." – InteliCare Holdings CEO Angus Cameron
InteliCare Holdings (ASX:ICR) expands its partnership with Hardi Aged Care, with the provider increasing its deployment following expansion of the latter client’s Blacktown facility.
🏥 Expansion: Hardi Aged Care has added 84 beds at Blacktown, generating additional hardware, implementation and recurring SaaS revenue for InteliCare Holdings.
📈 Contract growth: The Blacktown expansion and initial Nurse Call rollout increase the Hardi Aged Care contract value by 13%, with four more facilities still to be deployed.
🤖 Network rollout: Hardi Aged Care is progressively rolling out InteliCare Holdings’ Nurse Call solution across all six aged care facilities.
"Hardi`s decision to deploy the InteliCare solution within its expanded Blacktown facility as well as the roll out of InteliCare`s Nurse Call Solution across its network is a strong vote of confidence in InteliCare from a long-term valued customer." – InteliCare Holdings CEO Angus Cameron
Teaminvest Private Group (ASX:TIP) owns the Teaminvest investing platform, bringing together a community of self-directed investors to move beyond speculation by applying a disciplined, long-term investment frameworks. Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the principles behind successful long-term investing, how experienced investors separate quality from hype, and why a proven framework can deliver more consistent investment outcomes through all market cycles.
🔍 Why most investors underperform despite doing the research
🏘️ How to identify long-term Wealth Winners®
🚀 Investing through market volatility
Teaminvest Private Group (ASX:TIP) owns the Teaminvest investing platform, bringing together a community of self-directed investors to move beyond speculation by applying a disciplined, long-term investment frameworks. Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the principles behind successful long-term investing, how experienced investors separate quality from hype, and why a proven framework can deliver more consistent investment outcomes through all market cycles.
🔍 Why most investors underperform despite doing the research
🏘️ How to identify long-term Wealth Winners®
🚀 Investing through market volatility
As ETFs continue to grow in popularity, investors are increasingly comparing active and passive strategies to understand which approach may best suit their investment goals. In this Women in ETF’s Education Spotlight, The Stock Network’s Lel Smits is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss the key differences between active and passive ETFs, how each strategy works, and what investors should consider when building portfolios.
📊 Understanding active vs passive ETFs
📈 Benefits of passive investing
🎯 The role of active ETFs
⚖️ Choosing between active and passive
💡 Common misconceptions
As ETFs continue to grow in popularity, investors are increasingly comparing active and passive strategies to understand which approach may best suit their investment goals. In this Women in ETF’s Education Spotlight, The Stock Network’s Lel Smits is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss the key differences between active and passive ETFs, how each strategy works, and what investors should consider when building portfolios.
📊 Understanding active vs passive ETFs
📈 Benefits of passive investing
🎯 The role of active ETFs
⚖️ Choosing between active and passive
💡 Common misconceptions
Talga Group (ASX:TLG) signs a non-binding Letter of Intent (LOI) with Japanese trading company Hanwa Co., Ltd. to negotiate a long-term offtake agreement and potential project-level investment for its Vittangi Anode Project in Sweden.
🤝 Strategic partnership: The parties will negotiate a binding long-term offtake agreement for Talnode® graphite anode products, alongside a potential investment by Hanwa Co. and/or other Japanese investors in the Vittangi Anode Project.
🔋 Battery supply chain: Hanwa Co., which generated US$17.2 billion in sales in 2026, is expanding its focus on critical minerals and battery materials, supporting Talga Group`s plans to supply the global lithium-ion battery market.
📅 Next steps: Due diligence and term sheet negotiations are targeted for the third quarter of calendar 2026, with definitive agreements planned for the following quarter. Talga Group notes the LOI is non-binding and no material financial impact will occur unless binding agreements are executed.
“This LOI with a major Japanese trading house of Hanwa’s scale and battery materials expertise is a strong endorsement of the Vittangi Anode Project, and reinforces Talga’s position as a credible, independent supplier to the global battery industry." – Talga Group CEO Martin Phillips
Talga Group (ASX:TLG) signs a non-binding Letter of Intent (LOI) with Japanese trading company Hanwa Co., Ltd. to negotiate a long-term offtake agreement and potential project-level investment for its Vittangi Anode Project in Sweden.
🤝 Strategic partnership: The parties will negotiate a binding long-term offtake agreement for Talnode® graphite anode products, alongside a potential investment by Hanwa Co. and/or other Japanese investors in the Vittangi Anode Project.
🔋 Battery supply chain: Hanwa Co., which generated US$17.2 billion in sales in 2026, is expanding its focus on critical minerals and battery materials, supporting Talga Group`s plans to supply the global lithium-ion battery market.
📅 Next steps: Due diligence and term sheet negotiations are targeted for the third quarter of calendar 2026, with definitive agreements planned for the following quarter. Talga Group notes the LOI is non-binding and no material financial impact will occur unless binding agreements are executed.
“This LOI with a major Japanese trading house of Hanwa’s scale and battery materials expertise is a strong endorsement of the Vittangi Anode Project, and reinforces Talga’s position as a credible, independent supplier to the global battery industry." – Talga Group CEO Martin Phillips
New Hope Group (ASX:NHC) is a top 200 ASX listed company and Australian coal producer with operations spanning the Bengalla Mine in New South Wales and the New Acland Mine in Queensland, alongside associated port and agricultural businesses. The company has delivered another strong operational quarter, increasing production, coal sales and earnings while maintaining a robust balance sheet to support future growth across its portfolio. Ahead of presenting at the Sydney Mining Club, CEO Rob Bishop joins The Stock Network`s Lel Smits to discuss the drivers behind New Hope`s latest performance, its operational strategy and the outlook for its key mining assets.
🪓 Strong operational and financial performance
🚀 Growth across the New Hope Group portfolio
🗓 Thursday 6 August 2026
📍 Ivy Ballroom
New Hope Group (ASX:NHC) is a top 200 ASX listed company and Australian coal producer with operations spanning the Bengalla Mine in New South Wales and the New Acland Mine in Queensland, alongside associated port and agricultural businesses. The company has delivered another strong operational quarter, increasing production, coal sales and earnings while maintaining a robust balance sheet to support future growth across its portfolio. Ahead of presenting at the Sydney Mining Club, CEO Rob Bishop joins The Stock Network`s Lel Smits to discuss the drivers behind New Hope`s latest performance, its operational strategy and the outlook for its key mining assets.
🪓 Strong operational and financial performance
🚀 Growth across the New Hope Group portfolio
🗓 Thursday 6 August 2026
📍 Ivy Ballroom
Xenitra (ASX:XEN) has signed a three-year over-the-counter (OTC) pharmaceutical procurement agreement with Kangsheng International Trading Limited, targeting a minimum of A$12 million in sales through its Hong Kong Fukang subsidiary.
💊 Commercial launch: The agreement marks the first major commercial contract for Xenitra`s OTC pharmaceuticals division.
🌏 China expansion: Kangsheng`s distribution network provides Xenitra with an established route into China`s healthcare market.
📈 Growth strategy: The deal supports Xenitra`s three-pillar strategy alongside its nutritionals and OPAL businesses.
"In terms of Xenitra’s core strategy, this deal demonstrates concrete delivery against the third and final growth pillar. Taken together with the explosive growth after launch of the OPAL tokenised sales division, this deal demonstrates that the company is now delivering on all parts of the new long-term growth strategy, as we enter FY27." – Xenitra Non-Executive Chairman Dr Anthony Noble
Xenitra (ASX:XEN) has signed a three-year over-the-counter (OTC) pharmaceutical procurement agreement with Kangsheng International Trading Limited, targeting a minimum of A$12 million in sales through its Hong Kong Fukang subsidiary.
💊 Commercial launch: The agreement marks the first major commercial contract for Xenitra`s OTC pharmaceuticals division.
🌏 China expansion: Kangsheng`s distribution network provides Xenitra with an established route into China`s healthcare market.
📈 Growth strategy: The deal supports Xenitra`s three-pillar strategy alongside its nutritionals and OPAL businesses.
"In terms of Xenitra’s core strategy, this deal demonstrates concrete delivery against the third and final growth pillar. Taken together with the explosive growth after launch of the OPAL tokenised sales division, this deal demonstrates that the company is now delivering on all parts of the new long-term growth strategy, as we enter FY27." – Xenitra Non-Executive Chairman Dr Anthony Noble
Far East Gold (ASX:FEG) continues to urge shareholders to carefully consider all available information as the takeover battle with Xingye Gold intensifies. Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to explain why the Board believes this is a critical decision, respond to Xingye`s latest claims, discuss the Independent Expert`s valuation, and outline why shareholders should carefully assess the Far East Gold`s long-term value before accepting the Offer.
⚖️ Why Far East Gold believes this decision is critical
📊 The Independent Expert`s valuation
🛡️ Responding to Xingye`s latest claims
⛏️ FEG`s financial position and future strategy
📢 Founder message to shareholders
Far East Gold (ASX:FEG) continues to urge shareholders to carefully consider all available information as the takeover battle with Xingye Gold intensifies. Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to explain why the Board believes this is a critical decision, respond to Xingye`s latest claims, discuss the Independent Expert`s valuation, and outline why shareholders should carefully assess the Far East Gold`s long-term value before accepting the Offer.
⚖️ Why Far East Gold believes this decision is critical
📊 The Independent Expert`s valuation
🛡️ Responding to Xingye`s latest claims
⛏️ FEG`s financial position and future strategy
📢 Founder message to shareholders
Streamplay Studio (ASX:SP8) says the Winter Burrow game, published by its wholly owned subsidiary Noodlecake Studios, has surpassed A$5.7 million in cumulative revenue since launch. The game will now soon enter into the mobile gaming market through the Apple App Store and Google Play.
🎮 Revenue growth: The Winter Burrow game has generated A$5.7 million in revenue and more than 700,000 downloads, purchases and player activations across PC and console.
📈 Player engagement: A recent Steam promotion boosted sales, while wish lists have grown to more than 520,000.
📱 Mobile launch: Winter Burrow is targeting an Apple App Store and Google Play release on 30 September 2026, expanding its audience into mobile gaming.
"Bringing the game onto mobile is an exciting next step for the team and creates an opportunity to introduce Winter Burrow to a significantly broader audience while continuing to support the existing PC and console community." – Ryan Holowaty, CEO of wholly owned Streamplay Studio subsidiary Noodlecake
Streamplay Studio (ASX:SP8) says the Winter Burrow game, published by its wholly owned subsidiary Noodlecake Studios, has surpassed A$5.7 million in cumulative revenue since launch. The game will now soon enter into the mobile gaming market through the Apple App Store and Google Play.
🎮 Revenue growth: The Winter Burrow game has generated A$5.7 million in revenue and more than 700,000 downloads, purchases and player activations across PC and console.
📈 Player engagement: A recent Steam promotion boosted sales, while wish lists have grown to more than 520,000.
📱 Mobile launch: Winter Burrow is targeting an Apple App Store and Google Play release on 30 September 2026, expanding its audience into mobile gaming.
"Bringing the game onto mobile is an exciting next step for the team and creates an opportunity to introduce Winter Burrow to a significantly broader audience while continuing to support the existing PC and console community." – Ryan Holowaty, CEO of wholly owned Streamplay Studio subsidiary Noodlecake
49 Metals (ASX:49M) has delivered another strong set of drilling results from its Gold Mountain Project in Nevada, with a broad 64-metre gold intercept adding to confidence that the Company is defining a large gold system. The latest results expand the high-grade Adit Zone discovery, while multiple assay results are still pending. CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the latest drilling results and what they reveal about the scale of the Gold Mountain project as the high grade discovery continues to grow.
🇺🇲 Broad gold system taking shape in Nevada, U.S.A.
⚒️ High-grade discovery continues to grow
🪓 Six drill holes still awaiting assays and follow-up drilling planned
49 Metals (ASX:49M) has delivered another strong set of drilling results from its Gold Mountain Project in Nevada, with a broad 64-metre gold intercept adding to confidence that the Company is defining a large gold system. The latest results expand the high-grade Adit Zone discovery, while multiple assay results are still pending. CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the latest drilling results and what they reveal about the scale of the Gold Mountain project as the high grade discovery continues to grow.
🇺🇲 Broad gold system taking shape in Nevada, U.S.A.
⚒️ High-grade discovery continues to grow
🪓 Six drill holes still awaiting assays and follow-up drilling planned
Lumos Diagnostics (ASX:LDX) reports further commercial progress for its FebriDx® rapid diagnostic test in the United States, with a leading urgent care group beginning a network rollout and additional major accounts advancing through clinical and economic validation.
🏥 Network rollout: A top 100 U.S. urgent care group has moved directly into deploying FebriDx® across more than 30 sites following successful engagement, marking another step in Lumos Diagnostics’ commercialisation strategy.
📈 Pipeline building: Three additional tier-one urgent care groups, representing more than 230 sites, are progressing through clinical and economic validation, creating potential opportunities for broader network adoption.
🇺🇸 Commercial focus: Lumos Diagnostics continues to target the top 100 U.S. urgent care groups, which together represent an estimated 40% of all urgent care sites in the country; the company has also introduced a four-stage framework to track customer progression from engagement through to standardised adoption.
"These engagements are consistent with Lumos’ commercialisation approach of focusing resources on large multi-site groups where a successful initial validation can lead to a faster expansion outcome within an existing account." – Lumos Diagnostics CEO Doug Ward
Lumos Diagnostics (ASX:LDX) reports further commercial progress for its FebriDx® rapid diagnostic test in the United States, with a leading urgent care group beginning a network rollout and additional major accounts advancing through clinical and economic validation.
🏥 Network rollout: A top 100 U.S. urgent care group has moved directly into deploying FebriDx® across more than 30 sites following successful engagement, marking another step in Lumos Diagnostics’ commercialisation strategy.
📈 Pipeline building: Three additional tier-one urgent care groups, representing more than 230 sites, are progressing through clinical and economic validation, creating potential opportunities for broader network adoption.
🇺🇸 Commercial focus: Lumos Diagnostics continues to target the top 100 U.S. urgent care groups, which together represent an estimated 40% of all urgent care sites in the country; the company has also introduced a four-stage framework to track customer progression from engagement through to standardised adoption.
"These engagements are consistent with Lumos’ commercialisation approach of focusing resources on large multi-site groups where a successful initial validation can lead to a faster expansion outcome within an existing account." – Lumos Diagnostics CEO Doug Ward
Software-as-a-Service company Monvia has listed on the ASX with the ticker code of MNV. The Insurtech’s flagship product, the cloud-based end-to-end Monvia Life Platform, is a specialist software solution for life insurance groups. The product is deeply integrated into the operations of regulated life insurers, helping them deliver full life-cycle management for their advisors, customers and internal teams. Monvia has long-term relationships with a number of key clients, including MetLife, that have over time generated substantial ongoing recurring revenue streams for the company.
Media: The Stock Network, @lelsmits
Software-as-a-Service company Monvia has listed on the ASX with the ticker code of MNV. The Insurtech’s flagship product, the cloud-based end-to-end Monvia Life Platform, is a specialist software solution for life insurance groups. The product is deeply integrated into the operations of regulated life insurers, helping them deliver full life-cycle management for their advisors, customers and internal teams. Monvia has long-term relationships with a number of key clients, including MetLife, that have over time generated substantial ongoing recurring revenue streams for the company.
Media: The Stock Network, @lelsmits
Strategic Elements (ASX:SOR) is advancing development of a portable Moisture Energy Dock, designed to capture electricity generated by its proprietary Energy Ink™ technology from moisture and transfer it into a standard removable lithium-ion battery without any external power source.
💧 Moisture-powered charging: The Company is developing a pocket-sized device that aims to charge a standard removable lithium-ion battery using Energy Ink™ powered solely by moisture, with no mains electricity or external power supply.
📱 Real-world proof point: If testing is successful, the charged battery will be installed into a commercially available Nokia feature phone to determine whether it can power a one-minute voice call.
⚡ Modular platform: The Moisture Energy Dock features a modular design, allowing different Energy Ink™ cell packs and battery formats to be tested while supporting future applications across wearable devices, industrial settings and other moisture-rich environments.
"This is exactly the kind of ambitious, breakthrough Australian technology our Pooled Development Fund structure exists to back - patient capital for opportunities that take time to mature but can deliver significant upside." – Charles Murphy, Managing Director
Strategic Elements (ASX:SOR) is advancing development of a portable Moisture Energy Dock, designed to capture electricity generated by its proprietary Energy Ink™ technology from moisture and transfer it into a standard removable lithium-ion battery without any external power source.
💧 Moisture-powered charging: The Company is developing a pocket-sized device that aims to charge a standard removable lithium-ion battery using Energy Ink™ powered solely by moisture, with no mains electricity or external power supply.
📱 Real-world proof point: If testing is successful, the charged battery will be installed into a commercially available Nokia feature phone to determine whether it can power a one-minute voice call.
⚡ Modular platform: The Moisture Energy Dock features a modular design, allowing different Energy Ink™ cell packs and battery formats to be tested while supporting future applications across wearable devices, industrial settings and other moisture-rich environments.
"This is exactly the kind of ambitious, breakthrough Australian technology our Pooled Development Fund structure exists to back - patient capital for opportunities that take time to mature but can deliver significant upside." – Charles Murphy, Managing Director
Sovereign AI is AI that lives in a local data centre, so the data stays onshore, under local law and an Aussie company called SCX.ai Holdings (ASX:SCX) that does this is about to list on the ASX.
SCX is not trying to build the next Claude or ChatGPT, rather it`s selling a secure, local place for Australian organisations to run AI. Groups like government departments, banks, and hospitals that can`t have their data sitting on a server overseas.
#AI #ASX #AI #Australia #tech
Sovereign AI is AI that lives in a local data centre, so the data stays onshore, under local law and an Aussie company called SCX.ai Holdings (ASX:SCX) that does this is about to list on the ASX.
SCX is not trying to build the next Claude or ChatGPT, rather it`s selling a secure, local place for Australian organisations to run AI. Groups like government departments, banks, and hospitals that can`t have their data sitting on a server overseas.
#AI #ASX #AI #Australia #tech
SCX.ai Holdings (ASX:SCX) is seeking to become one of the ASX`s newest pure-play artificial intelligence companies through a proposed $40 million IPO, positioning itself as Australia`s sovereign AI infrastructure and services platform. SCX.ai CEO David Keane, founder of ASX success story Bigtincan (ASX:BTH), joins The Stock Network`s Lel Smits to discuss the company`s proposed ASX listing, Australia`s sovereign AI opportunity, enterprise demand for locally hosted AI, and how SCX.ai plans to build a leading domestic AI platform.
🇦🇺 Australia`s sovereign AI opportunity
🔔 Preparing for an ASX listing
🖥️ Building Australia`s AI infrastructure
🚀 Scaling enterprise adoption
SCX.ai Holdings (ASX:SCX) is seeking to become one of the ASX`s newest pure-play artificial intelligence companies through a proposed $40 million IPO, positioning itself as Australia`s sovereign AI infrastructure and services platform. SCX.ai CEO David Keane, founder of ASX success story Bigtincan (ASX:BTH), joins The Stock Network`s Lel Smits to discuss the company`s proposed ASX listing, Australia`s sovereign AI opportunity, enterprise demand for locally hosted AI, and how SCX.ai plans to build a leading domestic AI platform.
🇦🇺 Australia`s sovereign AI opportunity
🔔 Preparing for an ASX listing
🖥️ Building Australia`s AI infrastructure
🚀 Scaling enterprise adoption
EchoIQ (ASX:EIQ) has delivered a share price gain of more than 500% over the past year as investors back its AI-powered decision support technology for structural heart disease. With FDA-cleared, clinically validated solutions that use existing echocardiographic measurements to provide rapid clinical insights without image analysis, EchoIQ is building a differentiated position in cardiovascular diagnostics. EchoIQ`s CEO Dustin Haines joins The Stock Network`s Lel Smits to discuss its research collaboration with Mayo Clinic, binding Heads of Agreement with Pro Medicus (ASX:PME), a $110 million institutional placement and access to an exclusive imaging dataset designed to further strengthen its AI competitive moat.
🤝 Mayo Clinic collaboration: Validating the technology
⚕️ Pro Medicus partnership: Unlocking distribution
🚀 $110 million raise: Funding the next growth phase
🤖 Building an AI competitive moat
EchoIQ (ASX:EIQ) has delivered a share price gain of more than 500% over the past year as investors back its AI-powered decision support technology for structural heart disease. With FDA-cleared, clinically validated solutions that use existing echocardiographic measurements to provide rapid clinical insights without image analysis, EchoIQ is building a differentiated position in cardiovascular diagnostics. EchoIQ`s CEO Dustin Haines joins The Stock Network`s Lel Smits to discuss its research collaboration with Mayo Clinic, binding Heads of Agreement with Pro Medicus (ASX:PME), a $110 million institutional placement and access to an exclusive imaging dataset designed to further strengthen its AI competitive moat.
🤝 Mayo Clinic collaboration: Validating the technology
⚕️ Pro Medicus partnership: Unlocking distribution
🚀 $110 million raise: Funding the next growth phase
🤖 Building an AI competitive moat
Will the AI boom spike your power bill? Australia wants to be an AI leader, but data centres are absolute energy vampires. Which raises a big question, who pays for all that power?
Australia’s Prime Minister just announced a plan where under the proposed new rules AI data centres would legally have to put at least as much energy back into our grid as they take out. In addition they have to cover their own connection costs so households don’t take the hit.
The plan goes to Parliament next year, so it is too early to say if this will work, and there is a risk that if the rules are too tight, those data centres will go elsewhere.
#AI #Australia #tech #albanese #data
Will the AI boom spike your power bill? Australia wants to be an AI leader, but data centres are absolute energy vampires. Which raises a big question, who pays for all that power?
Australia’s Prime Minister just announced a plan where under the proposed new rules AI data centres would legally have to put at least as much energy back into our grid as they take out. In addition they have to cover their own connection costs so households don’t take the hit.
The plan goes to Parliament next year, so it is too early to say if this will work, and there is a risk that if the rules are too tight, those data centres will go elsewhere.
#AI #Australia #tech #albanese #data
HiTech Group Australia (ASX:HIT) enters a binding agreement to acquire the Australian operations and selected business assets of Hudson Global Resources Australia, significantly expanding its national workforce solutions platform.
🤝 Transformational acquisition: HiTech Group Australia agrees to acquire Hudson`s Australian operations, representing approximately $190 million in pro forma FY26 revenue, for an upfront consideration of $7 million.
📈 Broader national platform: The acquisition expands HiTech Group Australia`s footprint across Australia, diversifies its business beyond information and communication technologies (ICT) recruitment into professional services and workforce solutions, and strengthens its Government and private sector capabilities.
🚀 Growth strategy: HiTech Group Australia expects the transaction to be earnings accretive following integration, and to provide a larger platform for future organic growth and disciplined acquisitions.
“We believe the Group will be exceptionally and uniquely well positioned like no other to participate in the continued consolidation of Australia`s fragmented professional services and workforce solutions industry while delivering sustainable long-term value for shareholders.” – HiTech Group Australia Managing Director and CEO Elias Hazouri
HiTech Group Australia (ASX:HIT) enters a binding agreement to acquire the Australian operations and selected business assets of Hudson Global Resources Australia, significantly expanding its national workforce solutions platform.
🤝 Transformational acquisition: HiTech Group Australia agrees to acquire Hudson`s Australian operations, representing approximately $190 million in pro forma FY26 revenue, for an upfront consideration of $7 million.
📈 Broader national platform: The acquisition expands HiTech Group Australia`s footprint across Australia, diversifies its business beyond information and communication technologies (ICT) recruitment into professional services and workforce solutions, and strengthens its Government and private sector capabilities.
🚀 Growth strategy: HiTech Group Australia expects the transaction to be earnings accretive following integration, and to provide a larger platform for future organic growth and disciplined acquisitions.
“We believe the Group will be exceptionally and uniquely well positioned like no other to participate in the continued consolidation of Australia`s fragmented professional services and workforce solutions industry while delivering sustainable long-term value for shareholders.” – HiTech Group Australia Managing Director and CEO Elias Hazouri
Remember DeepSeek, the Chinese AI that wiped billions off tech stocks overnight? It just happened again. A start-up called Moonshot AI just released a new model, Kimi K3, and it’s already ranked fourth in the world by independent testers.
Here`s why markets are spooked. KIMI K3 is “open weight” - this means that Moonshot AI plans to make the model itself free, so that anyone with enough compute can host it.
So is this a false alarm, or the moment the AI trade cracks? That`s the trillion-dollar question.
#AI #China #tech #WallStreet #money
Remember DeepSeek, the Chinese AI that wiped billions off tech stocks overnight? It just happened again. A start-up called Moonshot AI just released a new model, Kimi K3, and it’s already ranked fourth in the world by independent testers.
Here`s why markets are spooked. KIMI K3 is “open weight” - this means that Moonshot AI plans to make the model itself free, so that anyone with enough compute can host it.
So is this a false alarm, or the moment the AI trade cracks? That`s the trillion-dollar question.
#AI #China #tech #WallStreet #money
What are the biggest misconceptions about ETFs, and why are they becoming a core portfolio building block? Betashares Founder and CEO Alex Vynokur explains why ETFs have become an increasingly popular choice for investors looking to build diversified, long-term portfolios.
📈 Instant diversification
📊 Low-cost market access
🌏 Broad investment options
🔍 Flexible and transparent
🚀 Suitable for long-term investing
What are the biggest misconceptions about ETFs, and why are they becoming a core portfolio building block? Betashares Founder and CEO Alex Vynokur explains why ETFs have become an increasingly popular choice for investors looking to build diversified, long-term portfolios.
📈 Instant diversification
📊 Low-cost market access
🌏 Broad investment options
🔍 Flexible and transparent
🚀 Suitable for long-term investing
Broken Hill Mines (ASX:BHM) is delivering strong operational momentum in Australia`s iconic mining region, with record quarterly production and the successful restart of the Pinnacles Mine marking significant milestones in its growth strategy. As the company ramps up high-grade ore from both the Main Lode and Pinnacles, while progressing initiatives to unlock the full capacity of its 750,000tpa Rasp Processing Plant, it is positioning itself for further production growth in silver, lead and zinc. Ahead of presenting at the Noosa Mining Conference, Executive Chair Patrick Walta joins The Stock Network`s Lel Smits to discuss record quarterly production, operational momentum and how Main Lode and Pinnacles are expected to drive the next phase of growth.
🪓 Record quarterly production and operational momentum
⚒️ Main Lode and Pinnacles driving the next phase of growth
Broken Hill Mines (ASX:BHM) is delivering strong operational momentum in Australia`s iconic mining region, with record quarterly production and the successful restart of the Pinnacles Mine marking significant milestones in its growth strategy. As the company ramps up high-grade ore from both the Main Lode and Pinnacles, while progressing initiatives to unlock the full capacity of its 750,000tpa Rasp Processing Plant, it is positioning itself for further production growth in silver, lead and zinc. Ahead of presenting at the Noosa Mining Conference, Executive Chair Patrick Walta joins The Stock Network`s Lel Smits to discuss record quarterly production, operational momentum and how Main Lode and Pinnacles are expected to drive the next phase of growth.
🪓 Record quarterly production and operational momentum
⚒️ Main Lode and Pinnacles driving the next phase of growth
Activeport Group (ASX:ATV) signs Asian telecommunications carrier GOIP to its Global Edge platform, marking the third major international carrier to join the network within its first week of launch.
🌏 Major carrier signed: GOIP adopts Activeport`s Global Edge platform to purchase Direct Internet Access and Data Centre Interconnect services across Australia, with an initial 36-month agreement.
🔗 Expanding connectivity: GOIP`s network spans more than 300 cities across Asia-Pacific, Greater China, the United States, Japan and Germany, strengthening Activeport`s international reach.
📈 Recurring revenue opportunity: The agreement supports Activeport`s strategy to grow recurring revenue by automating network purchasing and management for large international carriers.
"GOIP is a significant win for Global Edge. Landing another major Asia-Pacific carrier so soon after Spark and ViewQwest tells us this strategy is the right product at the right time. Carriers of GOIP’s scale are exactly who we built Global Edge for." – Michael Glynn, Chief Commercial & Operating Officer
Activeport Group (ASX:ATV) signs Asian telecommunications carrier GOIP to its Global Edge platform, marking the third major international carrier to join the network within its first week of launch.
🌏 Major carrier signed: GOIP adopts Activeport`s Global Edge platform to purchase Direct Internet Access and Data Centre Interconnect services across Australia, with an initial 36-month agreement.
🔗 Expanding connectivity: GOIP`s network spans more than 300 cities across Asia-Pacific, Greater China, the United States, Japan and Germany, strengthening Activeport`s international reach.
📈 Recurring revenue opportunity: The agreement supports Activeport`s strategy to grow recurring revenue by automating network purchasing and management for large international carriers.
"GOIP is a significant win for Global Edge. Landing another major Asia-Pacific carrier so soon after Spark and ViewQwest tells us this strategy is the right product at the right time. Carriers of GOIP’s scale are exactly who we built Global Edge for." – Michael Glynn, Chief Commercial & Operating Officer
PlaySide Studios (ASX:PLY) announces that MOUSE: P.I. For Hire surpasses one million units sold across all platforms in less than three months since its global digital launch, generating an estimated US$28.7 million in gross platform sales.
🎮 One million sales: MOUSE: P.I. For Hire reaches more than one million units sold across PC and console platforms, with consoles accounting for around 50% of total unit sales.
💰 Strong commercial performance: The game generates estimated gross platform sales of US$28.7 million (A$41.4 million), with approximately US$17.6 million (A$25.4 million) in net revenue received by PlaySide Studios before Fumi Games` royalties.
🚀 Growth continues: Physical editions are now rolling out globally, while the development of the game`s first paid downloadable content (DLC) aims to attract new players and re-engage the existing community.
"We have been really pleased to see MOUSE: P.I. For Hire sell over one million copies in less than three months since its global digital launch, and the recent Steam Summer Sale provided the catalyst for the title to achieve this milestone.” – PlaySide Studios CEO Benn Skender
PlaySide Studios (ASX:PLY) announces that MOUSE: P.I. For Hire surpasses one million units sold across all platforms in less than three months since its global digital launch, generating an estimated US$28.7 million in gross platform sales.
🎮 One million sales: MOUSE: P.I. For Hire reaches more than one million units sold across PC and console platforms, with consoles accounting for around 50% of total unit sales.
💰 Strong commercial performance: The game generates estimated gross platform sales of US$28.7 million (A$41.4 million), with approximately US$17.6 million (A$25.4 million) in net revenue received by PlaySide Studios before Fumi Games` royalties.
🚀 Growth continues: Physical editions are now rolling out globally, while the development of the game`s first paid downloadable content (DLC) aims to attract new players and re-engage the existing community.
"We have been really pleased to see MOUSE: P.I. For Hire sell over one million copies in less than three months since its global digital launch, and the recent Steam Summer Sale provided the catalyst for the title to achieve this milestone.” – PlaySide Studios CEO Benn Skender
Have you heard about the company investing US$100 billion into the US? TSMC stands for Taiwan Semiconductor Manufacturing Company (NYSE:TSM) and it’s one of the world`s largest non-U.S. companies by market capitalisation, valued at almost US$60 trillion.
TSMC is investing another US$100 billion dollars in America for two reasons. The plan follows a major trade and investment deal between the US and Taiwan. In TSMC’s own words, to meet “strong multi-year demand” from its big American tech customers, who can`t get enough of the company`s chips. The money will be used to create new semiconductor plants in Arizona, bringing TSMC`s total US commitment up to US$265 billion.
If you`ve got a super fund, you almost certainly own a slice of TSMC and the AI boom your investments are riding on runs through this one company`s factories.
#AI #wallstreet #tech #stocks #money
Have you heard about the company investing US$100 billion into the US? TSMC stands for Taiwan Semiconductor Manufacturing Company (NYSE:TSM) and it’s one of the world`s largest non-U.S. companies by market capitalisation, valued at almost US$60 trillion.
TSMC is investing another US$100 billion dollars in America for two reasons. The plan follows a major trade and investment deal between the US and Taiwan. In TSMC’s own words, to meet “strong multi-year demand” from its big American tech customers, who can`t get enough of the company`s chips. The money will be used to create new semiconductor plants in Arizona, bringing TSMC`s total US commitment up to US$265 billion.
If you`ve got a super fund, you almost certainly own a slice of TSMC and the AI boom your investments are riding on runs through this one company`s factories.
#AI #wallstreet #tech #stocks #money
Sky Metals (ASX:SKY) has significantly strengthened the investment case for its Tallebung Project in New South Wales after delivering a major Mineral Resource upgrade that exceeded its previous Exploration Target. Ahead of presenting at Noosa Mining, Sky Metals Managing Director & CEO Oliver Davies joins The Stock Network`s Lel Smits to discuss why Tallebung is rapidly emerging as one of Australia`s most compelling critical minerals development stories.
⚒️ A bigger project than expected
🪓 From exploration success to development
Sky Metals (ASX:SKY) has significantly strengthened the investment case for its Tallebung Project in New South Wales after delivering a major Mineral Resource upgrade that exceeded its previous Exploration Target. Ahead of presenting at Noosa Mining, Sky Metals Managing Director & CEO Oliver Davies joins The Stock Network`s Lel Smits to discuss why Tallebung is rapidly emerging as one of Australia`s most compelling critical minerals development stories.
⚒️ A bigger project than expected
🪓 From exploration success to development
Lux Copper Corp. has listed on the ASX with the ticker code of LUX. It is a mining explorer that wholly owns the Baird and Ambler Projects located in the Northwest Arctic Borough, within the US state of Alaska. Both these projects are positioned in the Ambler Mining District, which hosts multiple world-class deposits and producing operations. Lux Copper’s initial focus post listing will be undertaking a maiden drilling program at the Baird Project, where historical drilling has returned high-grade copper and zinc assays, and conducting initial reconnaissance fieldwork at the Ambler Project.
Media: The Stock Network, @lelsmits
Lux Copper Corp. has listed on the ASX with the ticker code of LUX. It is a mining explorer that wholly owns the Baird and Ambler Projects located in the Northwest Arctic Borough, within the US state of Alaska. Both these projects are positioned in the Ambler Mining District, which hosts multiple world-class deposits and producing operations. Lux Copper’s initial focus post listing will be undertaking a maiden drilling program at the Baird Project, where historical drilling has returned high-grade copper and zinc assays, and conducting initial reconnaissance fieldwork at the Ambler Project.
Media: The Stock Network, @lelsmits
Cyclopharm (ASX:CYC) secures an agreement with University Hospitals (UH) in Cleveland, Ohio, for the immediate installation of its Technegas® system across 11 clinical locations, expanding the Company`s presence in the US healthcare market.
🏥 11-site rollout: UH will install Technegas® across all 11 clinical locations over the coming weeks, with site preparation already completed to enable immediate deployment.
🇺🇸 US expansion: The agreement strengthens Cyclopharm`s footprint in northern Ohio and adds another leading US academic health system to its growing network of reference sites.
📈 Recurring revenue: Each installation is expected to generate ongoing revenue through per-patient ventilation imaging procedures, as well as consumables and service income as procedure volumes increase.
"What makes this agreement particularly significant is its immediacy. Rather than a staged rollout over time, UH has elected to install Technegas® system-wide, at 11 locations, over the next few weeks. This deepens our recurring revenue base and reflects the confidence UH has placed in Technegas® at enterprise scale.” – Cyclopharm Managing Director and CEO James McBrayer
Cyclopharm (ASX:CYC) secures an agreement with University Hospitals (UH) in Cleveland, Ohio, for the immediate installation of its Technegas® system across 11 clinical locations, expanding the Company`s presence in the US healthcare market.
🏥 11-site rollout: UH will install Technegas® across all 11 clinical locations over the coming weeks, with site preparation already completed to enable immediate deployment.
🇺🇸 US expansion: The agreement strengthens Cyclopharm`s footprint in northern Ohio and adds another leading US academic health system to its growing network of reference sites.
📈 Recurring revenue: Each installation is expected to generate ongoing revenue through per-patient ventilation imaging procedures, as well as consumables and service income as procedure volumes increase.
"What makes this agreement particularly significant is its immediacy. Rather than a staged rollout over time, UH has elected to install Technegas® system-wide, at 11 locations, over the next few weeks. This deepens our recurring revenue base and reflects the confidence UH has placed in Technegas® at enterprise scale.” – Cyclopharm Managing Director and CEO James McBrayer
What happens when Australia`s biggest mining company starts running low on its most profitable metal? BHP`s latest operational review has just shown that while copper output hit the top of its target range, BHP expects copper production to fall about 12% in the year ahead, mainly due to declining ore grades at its mine in Chile.
Copper is now more important than ever because it is used in EVs, data centres and the energy transition. As a result it also accounts for around half of BHP`s profits, highlighting the reliance on a metal that`s becoming increasingly difficult to mine.
#mining #copper #stocks #money #finance
What happens when Australia`s biggest mining company starts running low on its most profitable metal? BHP`s latest operational review has just shown that while copper output hit the top of its target range, BHP expects copper production to fall about 12% in the year ahead, mainly due to declining ore grades at its mine in Chile.
Copper is now more important than ever because it is used in EVs, data centres and the energy transition. As a result it also accounts for around half of BHP`s profits, highlighting the reliance on a metal that`s becoming increasingly difficult to mine.
#mining #copper #stocks #money #finance
Oceana Metals (ASX:OCN) is preparing to begin a major 20,000m drilling program at its Serra Negra Rare Earths Project in Brazil, alongside an extensive re-assaying program of historic drill core. The work is designed to determine the size, continuity and potential scale of the rare earths mineralisation ahead of an initial resource estimate planned for 2026. Ahead of presenting at Noosa Mining, Oceana Metals Chair Russell Curtin joins The Stock Network`s Lel Smits to discuss why Serra Negra could emerge as a significant new rare earths discovery.
🇧🇷 Drilling campaign and exploration upside in Brazil
🪓 Resource growth and upcoming catalysts
Oceana Metals (ASX:OCN) is preparing to begin a major 20,000m drilling program at its Serra Negra Rare Earths Project in Brazil, alongside an extensive re-assaying program of historic drill core. The work is designed to determine the size, continuity and potential scale of the rare earths mineralisation ahead of an initial resource estimate planned for 2026. Ahead of presenting at Noosa Mining, Oceana Metals Chair Russell Curtin joins The Stock Network`s Lel Smits to discuss why Serra Negra could emerge as a significant new rare earths discovery.
🇧🇷 Drilling campaign and exploration upside in Brazil
🪓 Resource growth and upcoming catalysts
Neurotech International (ASX:NTI) receives US FDA clearance for its Investigational New Drug (IND) application for NTI164, opening the pathway for US clinical development and supporting the Company`s global registration strategy.
🇺🇸 FDA milestone: The US FDA clears Neurotech International’s IND application for its NTI164, allowing the Company to commence its proposed US clinical development program for this oral cannabinoid drug therapy.
🧪 Global strategy: The planned US study is designed to complement the Australian Phase 3 "Beyond Harmony" trial, supporting future global regulatory submissions.
🌍 Commercial pathway: The milestone strengthens Neurotech International’s global commercialisation strategy and supports ongoing discussions with potential strategic partners.
"Together with our ongoing Australian Phase 3 trial, the data generated under the FDA-cleared IND is expected to create an integrated clinical and regulatory evidence package for NTI164, supporting the Company`s global development, registration and commercialisation strategy." – Neurotech International CEO and Managing Director Anthony Filippis
Neurotech International (ASX:NTI) receives US FDA clearance for its Investigational New Drug (IND) application for NTI164, opening the pathway for US clinical development and supporting the Company`s global registration strategy.
🇺🇸 FDA milestone: The US FDA clears Neurotech International’s IND application for its NTI164, allowing the Company to commence its proposed US clinical development program for this oral cannabinoid drug therapy.
🧪 Global strategy: The planned US study is designed to complement the Australian Phase 3 "Beyond Harmony" trial, supporting future global regulatory submissions.
🌍 Commercial pathway: The milestone strengthens Neurotech International’s global commercialisation strategy and supports ongoing discussions with potential strategic partners.
"Together with our ongoing Australian Phase 3 trial, the data generated under the FDA-cleared IND is expected to create an integrated clinical and regulatory evidence package for NTI164, supporting the Company`s global development, registration and commercialisation strategy." – Neurotech International CEO and Managing Director Anthony Filippis
US Inflation just came in lower than expected, and markets celebrated. So why did the head of the Fed refuse to join the party?
US inflation cooled to 3.5% in June, down from 4.2%. That’s great news for investors, on the surface, but almost all of that drop came from falling petrol prices, after the Iran ceasefire calmed oil markets in June.
Here`s the catch, that ceasefire has already collapsed, and oil has spiked back up so the very thing that cooled inflation has now reversed, and this data doesn`t capture it yet.
That`s why the Fed chair, Kevin Warsh, wasn`t celebrating. He warned against treating this as `mission accomplished`. The lesson is that inflation data is a rear-view mirror. It tells you where prices were, not where they`re going.
#fintok #money #US #Wallstreet #money
US Inflation just came in lower than expected, and markets celebrated. So why did the head of the Fed refuse to join the party?
US inflation cooled to 3.5% in June, down from 4.2%. That’s great news for investors, on the surface, but almost all of that drop came from falling petrol prices, after the Iran ceasefire calmed oil markets in June.
Here`s the catch, that ceasefire has already collapsed, and oil has spiked back up so the very thing that cooled inflation has now reversed, and this data doesn`t capture it yet.
That`s why the Fed chair, Kevin Warsh, wasn`t celebrating. He warned against treating this as `mission accomplished`. The lesson is that inflation data is a rear-view mirror. It tells you where prices were, not where they`re going.
#fintok #money #US #Wallstreet #money
Epiminder (ASX:EPI) is a medical device company developing the FDA-approved Minder® System, a breakthrough subscalp EEG monitoring technology designed to improve the diagnosis and management of epilepsy. The Company has now achieved its 50th patient enrolment in the landmark DETECT clinical trial ahead of schedule, with 20 leading US epilepsy centres, including Mayo Clinic, Harvard, Stanford, Yale, Duke and the University of Pennsylvania, actively recruiting patients as the study builds momentum toward its target of 210 participants. Epiminder CEO Rohan Hoare joins The Stock Network`s Lel Smits to discuss why accelerating enrolment in DETECT validates the Minder System and what this means for the Company`s commercial opportunity.
🔬 Clinical momentum and the unmet need
⚕️ The path to commercial adoption
🇺🇲Why leading US hospitals are backing DETECT
Epiminder (ASX:EPI) is a medical device company developing the FDA-approved Minder® System, a breakthrough subscalp EEG monitoring technology designed to improve the diagnosis and management of epilepsy. The Company has now achieved its 50th patient enrolment in the landmark DETECT clinical trial ahead of schedule, with 20 leading US epilepsy centres, including Mayo Clinic, Harvard, Stanford, Yale, Duke and the University of Pennsylvania, actively recruiting patients as the study builds momentum toward its target of 210 participants. Epiminder CEO Rohan Hoare joins The Stock Network`s Lel Smits to discuss why accelerating enrolment in DETECT validates the Minder System and what this means for the Company`s commercial opportunity.
🔬 Clinical momentum and the unmet need
⚕️ The path to commercial adoption
🇺🇲Why leading US hospitals are backing DETECT
Far East Gold (ASX:FEG) has reaffirmed its recommendation that shareholders reject Xingye Gold`s takeover offer following the release of its Supplementary Target`s Statement and a second review by independent expert Lonergan Edwards. Far East Gold Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to discuss the latest developments in the takeover process, respond to Xingye`s criticisms, and outline why the Board believes shareholders should retain exposure to the company`s growth strategy.
⚒️ Independent expert reaffirms the Board`s position
🪓 Responding to Xingye`s criticisms
🔍 Looking beyond the takeover
Fair value for shareholders
🌏 Xingye`s broader corporate strategy
⛏️ Final message to shareholders
Far East Gold (ASX:FEG) has reaffirmed its recommendation that shareholders reject Xingye Gold`s takeover offer following the release of its Supplementary Target`s Statement and a second review by independent expert Lonergan Edwards. Far East Gold Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to discuss the latest developments in the takeover process, respond to Xingye`s criticisms, and outline why the Board believes shareholders should retain exposure to the company`s growth strategy.
⚒️ Independent expert reaffirms the Board`s position
🪓 Responding to Xingye`s criticisms
🔍 Looking beyond the takeover
Fair value for shareholders
🌏 Xingye`s broader corporate strategy
⛏️ Final message to shareholders
What`s the smartest way to make money in a gold rush?
Back in 1849 most people who dug for gold went broke but the ones who got rich sold the picks, shovels and jeans to the miners. They won no matter who struck gold.
Investors call this a “picks and shovels” play. Don`t bet on who wins the race. Sell the tools to everyone who needs them. It`s happening again now with AI. Over the last week SK Hynix Inc (NASDAQ:SKHY) listed on the Nasdaq, raising $26.5 billion.
SK Hynix doesn`t build the flashy AI models, it makes the memory chips every AI system needs, including Nvidia`s. SK Hynix is selling shovels in the AI gold rush.
So next time everyone`s chasing the shiny winner, ask who is selling the tools they all depend on? Because in a gold rush, the shovel seller never has a bad day.
#finance #investing #IPO #stocks #AI
What`s the smartest way to make money in a gold rush?
Back in 1849 most people who dug for gold went broke but the ones who got rich sold the picks, shovels and jeans to the miners. They won no matter who struck gold.
Investors call this a “picks and shovels” play. Don`t bet on who wins the race. Sell the tools to everyone who needs them. It`s happening again now with AI. Over the last week SK Hynix Inc (NASDAQ:SKHY) listed on the Nasdaq, raising $26.5 billion.
SK Hynix doesn`t build the flashy AI models, it makes the memory chips every AI system needs, including Nvidia`s. SK Hynix is selling shovels in the AI gold rush.
So next time everyone`s chasing the shiny winner, ask who is selling the tools they all depend on? Because in a gold rush, the shovel seller never has a bad day.
#finance #investing #IPO #stocks #AI
HeraMED (ASX:HMD) successfully completes the first phase of its Digital Pregnancy Journey pilot with US healthcare provider Lee Health, supporting the potential for a hybrid maternity care model that combines virtual visits with remote patient monitoring.
👶 Pilot completed: The six-month Phase 1 pilot evaluates HeraCARE as part of a digital-first pregnancy care pathway, with results showing strong patient adoption and engagement.
📱 Positive patient outcomes: The pilot records 92% virtual adoption, 100% likelihood to recommend the program and 44 patients completing virtual prenatal visits.
🏥 Next phase: HeraMED and Lee Health are progressing final internal approval for Phase 2, with a decision expected in the coming weeks.
"It has been great to see the enthusiasm in this process with a mutual goal of validating HeraCARE`s capability to enhance patient engagement and connected digital maternity as a new model of care." – HeraMED Managing Director and CEO Anoushka Gungadin
HeraMED (ASX:HMD) successfully completes the first phase of its Digital Pregnancy Journey pilot with US healthcare provider Lee Health, supporting the potential for a hybrid maternity care model that combines virtual visits with remote patient monitoring.
👶 Pilot completed: The six-month Phase 1 pilot evaluates HeraCARE as part of a digital-first pregnancy care pathway, with results showing strong patient adoption and engagement.
📱 Positive patient outcomes: The pilot records 92% virtual adoption, 100% likelihood to recommend the program and 44 patients completing virtual prenatal visits.
🏥 Next phase: HeraMED and Lee Health are progressing final internal approval for Phase 2, with a decision expected in the coming weeks.
"It has been great to see the enthusiasm in this process with a mutual goal of validating HeraCARE`s capability to enhance patient engagement and connected digital maternity as a new model of care." – HeraMED Managing Director and CEO Anoushka Gungadin
Would you borrow money to buy shares? Investors in the US are doing so in record amounts. It’s called “margin debt” and it’s when brokers let investors borrow money using shares they already own as collateral so they can buy even more.
According to US regulator FINRA, margin debt just hit an all-time high of $1.42 trillion, up more than 50% in a single year. On the way up margin debt is like rocket fuel, investors make more because they`re risking more. But on the way down it`s brutal, causing forced selling when brokers demand their money back.
Borrowing tends to rise in any bull market and this doesn`t mean a crash is coming, rather it shows that a lot of people are borrowing a lot of money to buy an already expensive market.
#fintok #money #investing #stocks #debt
Would you borrow money to buy shares? Investors in the US are doing so in record amounts. It’s called “margin debt” and it’s when brokers let investors borrow money using shares they already own as collateral so they can buy even more.
According to US regulator FINRA, margin debt just hit an all-time high of $1.42 trillion, up more than 50% in a single year. On the way up margin debt is like rocket fuel, investors make more because they`re risking more. But on the way down it`s brutal, causing forced selling when brokers demand their money back.
Borrowing tends to rise in any bull market and this doesn`t mean a crash is coming, rather it shows that a lot of people are borrowing a lot of money to buy an already expensive market.
#fintok #money #investing #stocks #debt
As ETFs continue to grow in popularity among Australian investors, much of the focus is placed on performance, fees and investment strategy. However, behind every ETF is a network of specialist service providers that help ensure investors can buy, sell and hold ETF units efficiently. In this ETF Education Spotlight with Women in ETFs, The Stock Network`s Lel Smits is joined by Rakitha Amaranath, Head of ETP Services at MUFG Corporate Markets. MUFG Corporate Markets is the biggest ETF registry provider in Australia, holding around 50% of the market.
📊 Understanding the ETF ecosystem
🏛️ The role of an ETF registry
🤝 Supporting investor experience
📈 ETF growth and operational complexity
🚀 Innovation and the future of ETF servicing
As ETFs continue to grow in popularity among Australian investors, much of the focus is placed on performance, fees and investment strategy. However, behind every ETF is a network of specialist service providers that help ensure investors can buy, sell and hold ETF units efficiently. In this ETF Education Spotlight with Women in ETFs, The Stock Network`s Lel Smits is joined by Rakitha Amaranath, Head of ETP Services at MUFG Corporate Markets. MUFG Corporate Markets is the biggest ETF registry provider in Australia, holding around 50% of the market.
📊 Understanding the ETF ecosystem
🏛️ The role of an ETF registry
🤝 Supporting investor experience
📈 ETF growth and operational complexity
🚀 Innovation and the future of ETF servicing
Noronex (ASX:NRX) enters an agreement to acquire the Sleitat Tin Project in Alaska, adding a high-grade critical minerals asset with historic tin, tungsten and silver mineralisation in a Tier-1 US mining jurisdiction.
⛏️ Strategic acquisition: Noronex secures an option to acquire the Sleitat Tin Project, one of only two large-scale tin projects in the US deemed by the USGS to be economic.
🇺🇸 Critical minerals exposure: The project offers exposure to US-listed critical minerals, with the US currently having no domestic tin production and relying on imports.
📈 Growth potential: Historic drilling returned high-grade tin intersections, while large parts of the mineralised system remain untested and open for further exploration.
“Securing an option to acquire 100% of the Sleitat Tin-Tungsten-Silver Project represents a transformational step for Noronex, providing exposure to an exciting and strategically important critical minerals opportunity in the United States." – Chief Executive Officer James Thompson
Noronex (ASX:NRX) enters an agreement to acquire the Sleitat Tin Project in Alaska, adding a high-grade critical minerals asset with historic tin, tungsten and silver mineralisation in a Tier-1 US mining jurisdiction.
⛏️ Strategic acquisition: Noronex secures an option to acquire the Sleitat Tin Project, one of only two large-scale tin projects in the US deemed by the USGS to be economic.
🇺🇸 Critical minerals exposure: The project offers exposure to US-listed critical minerals, with the US currently having no domestic tin production and relying on imports.
📈 Growth potential: Historic drilling returned high-grade tin intersections, while large parts of the mineralised system remain untested and open for further exploration.
“Securing an option to acquire 100% of the Sleitat Tin-Tungsten-Silver Project represents a transformational step for Noronex, providing exposure to an exciting and strategically important critical minerals opportunity in the United States." – Chief Executive Officer James Thompson
Is the US stock market too expensive? A 155-year-old warning signal says it is. It’s called the CAPE ratio or the Shiller PE, after its inventor Robert Shiller.
Think of it as the market`s price tag, compared to how much companies actually earn. The data goes back to 1871, and over all that time, the average reading is about 17. It’s now around 42, and it`s only been this high once before, right before the dot-com crash of 2000.
That doesn’t mean sell everything because markets can stay expensive for years. While the Shiller PE can tell us when the market is overvalued, it can`t say exactly when or if a crash will happen.
#investing #stocks #money #fintok #invest
Is the US stock market too expensive? A 155-year-old warning signal says it is. It’s called the CAPE ratio or the Shiller PE, after its inventor Robert Shiller.
Think of it as the market`s price tag, compared to how much companies actually earn. The data goes back to 1871, and over all that time, the average reading is about 17. It’s now around 42, and it`s only been this high once before, right before the dot-com crash of 2000.
That doesn’t mean sell everything because markets can stay expensive for years. While the Shiller PE can tell us when the market is overvalued, it can`t say exactly when or if a crash will happen.
#investing #stocks #money #fintok #invest
Entropy Neurodynamics (ASX:ENP) reports Phase 2 Cohort 1 results for the trial of its precision-controlled IV-infused psilocin therapy, TRP-8803. They revealed 50% clinical remission and 100% clinically meaningful improvement in patients with treatment-resistant binge eating disorder (BED).
⚕️ Strong early efficacy: Half of patients in the trial achieve clinical remission, while all patients record clinically meaningful improvement after treatment.
🧠 Broad clinical benefits: Patients report a 74% reduction in binge-eating episodes alongside improvements in anxiety, depression and quality of life.
🚀 Next phase underway: The independent safety board supports progression to Cohort 2 without changes, with dosing expected to begin in August and results anticipated later this year.
"Together with the DSMB’s endorsement of our 60-minute infusion protocol, we believe TRP-8803 has the potential to become a clinically practical, scalable and mechanistically coherent psychedelic therapy." – Entropy Neurodynamics CEO Jason Carroll
Entropy Neurodynamics (ASX:ENP) reports Phase 2 Cohort 1 results for the trial of its precision-controlled IV-infused psilocin therapy, TRP-8803. They revealed 50% clinical remission and 100% clinically meaningful improvement in patients with treatment-resistant binge eating disorder (BED).
⚕️ Strong early efficacy: Half of patients in the trial achieve clinical remission, while all patients record clinically meaningful improvement after treatment.
🧠 Broad clinical benefits: Patients report a 74% reduction in binge-eating episodes alongside improvements in anxiety, depression and quality of life.
🚀 Next phase underway: The independent safety board supports progression to Cohort 2 without changes, with dosing expected to begin in August and results anticipated later this year.
"Together with the DSMB’s endorsement of our 60-minute infusion protocol, we believe TRP-8803 has the potential to become a clinically practical, scalable and mechanistically coherent psychedelic therapy." – Entropy Neurodynamics CEO Jason Carroll
Elsight (ASX:ELS) is building the technology that helps drones and autonomous systems stay reliably connected in demanding environments. As adoption accelerates across defence, public safety and commercial industries, Elsight is expanding its product portfolio beyond connectivity while strengthening its presence in the key U.S. market. CEO Yoav Amitai joins The Stock Network`s Lel Smits to discuss record revenue, growing commercial adoption and the rollout of new AI-powered technology.
🛫 Powering the future of connected drones
🤖 Expanding beyond connectivity with AI and new products
🇺🇲 Building momentum in the U.S.
Elsight (ASX:ELS) is building the technology that helps drones and autonomous systems stay reliably connected in demanding environments. As adoption accelerates across defence, public safety and commercial industries, Elsight is expanding its product portfolio beyond connectivity while strengthening its presence in the key U.S. market. CEO Yoav Amitai joins The Stock Network`s Lel Smits to discuss record revenue, growing commercial adoption and the rollout of new AI-powered technology.
🛫 Powering the future of connected drones
🤖 Expanding beyond connectivity with AI and new products
🇺🇲 Building momentum in the U.S.
Spacetalk (ASX:SPA) enters into a strategic Mobile Virtual Network Operator (MVNO) partnership with TPG Telecom, strengthening its mobile offering and supporting the next phase of growth for its recurring revenue business.
⚡ Strategic partnership: Spacetalk will migrate its mobile customers to TPG Telecom`s wholesale network, providing coverage to 99% of Australia`s population while retaining control of its brand, customer relationships and pricing.
📱 Stronger customer value: The agreement is expected to improve wholesale economics, increase product flexibility and enable new mobile plans, targeted offers and enhanced customer experiences.
📈 Recurring revenue growth: The partnership supports Spacetalk`s software-led strategy, with migration expected to begin during FY27 alongside the Company’s plans to expand its Family Safety software through a broader relationship with TPG Telecom.
“This agreement is about much more than wholesale network supply. It is a broader strategic partnership that supports Spacetalk Mobile, strengthens our recurring revenue platform and creates a foundation for deeper collaboration across family safety software, customer engagement and telecommunications services.” – Spacetalk CEO & Managing Director Simon Crowther
Spacetalk (ASX:SPA) enters into a strategic Mobile Virtual Network Operator (MVNO) partnership with TPG Telecom, strengthening its mobile offering and supporting the next phase of growth for its recurring revenue business.
⚡ Strategic partnership: Spacetalk will migrate its mobile customers to TPG Telecom`s wholesale network, providing coverage to 99% of Australia`s population while retaining control of its brand, customer relationships and pricing.
📱 Stronger customer value: The agreement is expected to improve wholesale economics, increase product flexibility and enable new mobile plans, targeted offers and enhanced customer experiences.
📈 Recurring revenue growth: The partnership supports Spacetalk`s software-led strategy, with migration expected to begin during FY27 alongside the Company’s plans to expand its Family Safety software through a broader relationship with TPG Telecom.
“This agreement is about much more than wholesale network supply. It is a broader strategic partnership that supports Spacetalk Mobile, strengthens our recurring revenue platform and creates a foundation for deeper collaboration across family safety software, customer engagement and telecommunications services.” – Spacetalk CEO & Managing Director Simon Crowther
Pantoro Gold (ASX:PNR) continues to advance its 100%-owned Norseman Gold Project in Western Australia, with a major high-grade discovery at Racetrack, expanding underground operations and a strong balance sheet supporting growth. Ahead of appearing at the Noosa Mining Conference, Managing Director Paul Cmrlec joins The Stock Network`s Lel Smits to discuss the significance of the recent high-grade Racetrack discovery and how Pantoro is expanding Norseman through new underground mines and operational growth.
Significance of the high-grade Racetrack discovery
⛏️ Expanding Norseman through new underground mines
Pantoro Gold (ASX:PNR) continues to advance its 100%-owned Norseman Gold Project in Western Australia, with a major high-grade discovery at Racetrack, expanding underground operations and a strong balance sheet supporting growth. Ahead of appearing at the Noosa Mining Conference, Managing Director Paul Cmrlec joins The Stock Network`s Lel Smits to discuss the significance of the recent high-grade Racetrack discovery and how Pantoro is expanding Norseman through new underground mines and operational growth.
Significance of the high-grade Racetrack discovery
⛏️ Expanding Norseman through new underground mines
Tetragon Energy has listed on the ASX with the ticker code of TET. It is a petroleum exploration company established following a demerger from Triangle Energy (Global) (ASX:TEG). Tetragon Energy’s asset portfolio comprises three recently awarded petroleum exploration blocks. Tetragon Energy’s immediate focus post listing is exploration of these assets using a variety of techniques, targeting the discovery and development of economic oil and gas resources.
Media: The Stock Network, @lelsmits
Tetragon Energy has listed on the ASX with the ticker code of TET. It is a petroleum exploration company established following a demerger from Triangle Energy (Global) (ASX:TEG). Tetragon Energy’s asset portfolio comprises three recently awarded petroleum exploration blocks. Tetragon Energy’s immediate focus post listing is exploration of these assets using a variety of techniques, targeting the discovery and development of economic oil and gas resources.
Media: The Stock Network, @lelsmits
FDC Consolidated Holdings has listed on the ASX with the ticker code of FDC. Under the terms of this IPO, the newly incorporated public FDC Consolidated Holdings has acquired the assets of private group FDC Group. The latter business is one of Australia’s leading, multi-state construction, fit-out and refurbishment contractors, with operations across Australia. Its workforce of 700 people delivers projects across a diverse range of non-residential sectors, including commercial, industrial, data centres, education, health and government.
Media: The Stock Network, @lelsmits
@fdc_group
FDC Consolidated Holdings has listed on the ASX with the ticker code of FDC. Under the terms of this IPO, the newly incorporated public FDC Consolidated Holdings has acquired the assets of private group FDC Group. The latter business is one of Australia’s leading, multi-state construction, fit-out and refurbishment contractors, with operations across Australia. Its workforce of 700 people delivers projects across a diverse range of non-residential sectors, including commercial, industrial, data centres, education, health and government.
Media: The Stock Network, @lelsmits
@fdc_group
Aura Consolidated Group, Inc has listed on the ASX with the ticker code of AXQ. It was formed after US-based digital safety platform provider Aura acquired 100% of the issued shares in private company Qoria Limited by way of scheme of arrangement. The merged group combines Aura’s and Qoria’s digital safety and well-being capabilities and go-to-market operations. It will operate across several related end markets within the global digital safety and security industries, including consumer identity protection and digital safety, employee and business cybersecurity and family digital safety and parental controls.
Media: The Stock Network, @lelsmits
@aura_protects
Aura Consolidated Group, Inc has listed on the ASX with the ticker code of AXQ. It was formed after US-based digital safety platform provider Aura acquired 100% of the issued shares in private company Qoria Limited by way of scheme of arrangement. The merged group combines Aura’s and Qoria’s digital safety and well-being capabilities and go-to-market operations. It will operate across several related end markets within the global digital safety and security industries, including consumer identity protection and digital safety, employee and business cybersecurity and family digital safety and parental controls.
Media: The Stock Network, @lelsmits
@aura_protects
Can a single person be a company`s biggest risk? We are seeing a case of that now at WiseTech Global (ASX:WTC), an Australian company that builds the software that runs global shipping and logistics. Over the past year, WiseTech’s share price has been in steady decline amid negative media reports about its founder Richard White.
While White denies the reports this week the company appointed a new independent chair. Notably, White remains on the board and will stay on as Chief Innovation Officer. There`s a name for this in investing, "Key person risk", and we`ve seen it before with Tesla (TLSA), where the share price can swing following a single tweet from its founder Elon Musk. When you buy a company built around one person, you`re betting on them, not just the business.
#tech #stocks #money #investing #Tesla
Can a single person be a company`s biggest risk? We are seeing a case of that now at WiseTech Global (ASX:WTC), an Australian company that builds the software that runs global shipping and logistics. Over the past year, WiseTech’s share price has been in steady decline amid negative media reports about its founder Richard White.
While White denies the reports this week the company appointed a new independent chair. Notably, White remains on the board and will stay on as Chief Innovation Officer. There`s a name for this in investing, "Key person risk", and we`ve seen it before with Tesla (TLSA), where the share price can swing following a single tweet from its founder Elon Musk. When you buy a company built around one person, you`re betting on them, not just the business.
#tech #stocks #money #investing #Tesla
Fluence Corporation (ASX:FLC) secures two seawater desalination contracts in Vietnam worth approximately US$3.7 million, strengthening its presence in Southeast Asia`s growing water infrastructure market.
💧 Major contract win: Fluence Corporation will design and supply two seawater desalination plants for a Vietnamese infrastructure project in partnership with SWater Kankyo Corporation, with both facilities expected to be operational before the end of 2026.
🌏 Supporting water security: The plants will produce up to 7,500 cubic metres of potable water per day, helping address water scarcity on Phu Quoc Island using multi-media filtration and reverse osmosis technology.
🤝 Expanding regional partnership: The projects represent Fluence Corporation`s fourth and fifth contracts with SWater in just over a year, highlighting the company`s growing presence across Southeast Asia.
"Fluence is very active in Southeast Asia and uniquely positioned to help customers rapidly deploy decentralized treatment systems that improve resilience, reduce environmental impact and protect critical infrastructure operations." – Fluence Corporation CEO & Managing Director Ben Fash
Fluence Corporation (ASX:FLC) secures two seawater desalination contracts in Vietnam worth approximately US$3.7 million, strengthening its presence in Southeast Asia`s growing water infrastructure market.
💧 Major contract win: Fluence Corporation will design and supply two seawater desalination plants for a Vietnamese infrastructure project in partnership with SWater Kankyo Corporation, with both facilities expected to be operational before the end of 2026.
🌏 Supporting water security: The plants will produce up to 7,500 cubic metres of potable water per day, helping address water scarcity on Phu Quoc Island using multi-media filtration and reverse osmosis technology.
🤝 Expanding regional partnership: The projects represent Fluence Corporation`s fourth and fifth contracts with SWater in just over a year, highlighting the company`s growing presence across Southeast Asia.
"Fluence is very active in Southeast Asia and uniquely positioned to help customers rapidly deploy decentralized treatment systems that improve resilience, reduce environmental impact and protect critical infrastructure operations." – Fluence Corporation CEO & Managing Director Ben Fash
Imugene (ASX:IMU) secures firm commitments to raise $11.1 million through a placement, the proceeds of which will help fund the continued development of its lead CAR-T therapy, azer-cel, following positive early clinical results.
⚡ Funding secured: The placement is expected to fund azer-cel development into CY2027, supporting clinical, regulatory and manufacturing activities.
🧬 Positive clinical data: The capital raise follows complete responses in the first two evaluable patients treated in the BTKi combination cohort of the Phase 1b trial.
📈 Next milestones: Additional patient data is expected over the next 6–12 months as Imugene advances partnering and regulatory discussions.
"This Placement funds a series of important clinical data readouts over the next 6–12 months, including presentations at ASH and ASCO, while supporting our ongoing business development activities and continued discussions with potential pharmaceutical partners. " – Imugene Managing Director & CEO Leslie Chong
Imugene (ASX:IMU) secures firm commitments to raise $11.1 million through a placement, the proceeds of which will help fund the continued development of its lead CAR-T therapy, azer-cel, following positive early clinical results.
⚡ Funding secured: The placement is expected to fund azer-cel development into CY2027, supporting clinical, regulatory and manufacturing activities.
🧬 Positive clinical data: The capital raise follows complete responses in the first two evaluable patients treated in the BTKi combination cohort of the Phase 1b trial.
📈 Next milestones: Additional patient data is expected over the next 6–12 months as Imugene advances partnering and regulatory discussions.
"This Placement funds a series of important clinical data readouts over the next 6–12 months, including presentations at ASH and ASCO, while supporting our ongoing business development activities and continued discussions with potential pharmaceutical partners. " – Imugene Managing Director & CEO Leslie Chong
The US government is giving $1000 to all newborn babies - it’s called a Trump Account, and it launched on July 4.Every American child born between 2025 and 2028 can get a one-time $1,000 deposit from the government. That money goes into low-cost US stock index funds and is locked away until the child turns 18.
Family, friends and even employers can chip in more, up to $5,000 a year, and because it starts at birth and rides the market for decades, compounding does the heavy lifting. The government`s own site projects that a single $1,000 could grow to around $243,000 by age 55.
The core idea is powerful. There`s a famous line, often credited to Einstein, that compound interest is the eighth wonder of the world. Start early enough, and time does the work for you.
#trump #money #investing #fintok #stocks
The US government is giving $1000 to all newborn babies - it’s called a Trump Account, and it launched on July 4.Every American child born between 2025 and 2028 can get a one-time $1,000 deposit from the government. That money goes into low-cost US stock index funds and is locked away until the child turns 18.
Family, friends and even employers can chip in more, up to $5,000 a year, and because it starts at birth and rides the market for decades, compounding does the heavy lifting. The government`s own site projects that a single $1,000 could grow to around $243,000 by age 55.
The core idea is powerful. There`s a famous line, often credited to Einstein, that compound interest is the eighth wonder of the world. Start early enough, and time does the work for you.
#trump #money #investing #fintok #stocks
hipages Group (ASX:HPG) connects homeowners with tradies and is continuing to expand its ecosystem with new AI-powered tools, an upgraded hipages for business app and new member benefits designed to help tradies win more work and run their businesses more efficiently. With more than 12 million jobs posted, over 33,000 tradie members, and further product updates expected, CEO Roby Sharon-Zipser joins The Stock Network`s Lel Smits to discuss how hipages is positioning itself for its next phase of growth.
🇦🇺 Scaling Australia`s leading tradie platform
🤖 AI making life easier for tradies
🛠️ New products, AI and outlook
hipages Group (ASX:HPG) connects homeowners with tradies and is continuing to expand its ecosystem with new AI-powered tools, an upgraded hipages for business app and new member benefits designed to help tradies win more work and run their businesses more efficiently. With more than 12 million jobs posted, over 33,000 tradie members, and further product updates expected, CEO Roby Sharon-Zipser joins The Stock Network`s Lel Smits to discuss how hipages is positioning itself for its next phase of growth.
🇦🇺 Scaling Australia`s leading tradie platform
🤖 AI making life easier for tradies
🛠️ New products, AI and outlook
Founded in 2009 by Alex Vynokur, @betashares has grown into one of Australia`s largest investment managers, with more than $80 billion in assets under management and more than one million Australian investors. More broadly, Australia`s ETF industry has surpassed $364 billion in funds under management following another year of record inflows, with the number of Australian ETF investors rising to 2.7 million and expected to approach 3 million this year. As investors navigate AI, global equities, fixed income, portfolio construction and evolving market conditions, Betashares Founder and CEO Alex Vynokur joins The Stock Network`s Lel Smits to discuss the key ETF trends shaping FY27 and where investors are directing capital.
📈 The defining ETF trend of FY27
🌏 International versus Australian equities
🤖 AI and thematic investing
🎓 Investor education
💼 Personal investing habits
🚀 Looking ahead
Founded in 2009 by Alex Vynokur, @betashares has grown into one of Australia`s largest investment managers, with more than $80 billion in assets under management and more than one million Australian investors. More broadly, Australia`s ETF industry has surpassed $364 billion in funds under management following another year of record inflows, with the number of Australian ETF investors rising to 2.7 million and expected to approach 3 million this year. As investors navigate AI, global equities, fixed income, portfolio construction and evolving market conditions, Betashares Founder and CEO Alex Vynokur joins The Stock Network`s Lel Smits to discuss the key ETF trends shaping FY27 and where investors are directing capital.
📈 The defining ETF trend of FY27
🌏 International versus Australian equities
🤖 AI and thematic investing
🎓 Investor education
💼 Personal investing habits
🚀 Looking ahead
Could you be about to own a piece of SpaceX without ever choosing to? The answer is probably yes. Nasdaq just announced Space Exploration Technologies Corp (NASDAQ:SPCX) will join the Nasdaq 100 before markets open on July 7, 2026.
The Nasdaq 100 is tracked by more than 200 investment products, holding over $800 billion, and those funds don`t get a choice, when SpaceX joins, they automatically buy it. If your super fund or ETF tracks the Nasdaq, you`re about to own a slice of Elon Musk`s rocket company. No decision required.
That`s the quiet power of index investing. You don`t pick the companies. The rulebook does, and this week the rulebook picked SpaceX.
#SpaceX #Fintok #stocks #nasdaq #tech
Could you be about to own a piece of SpaceX without ever choosing to? The answer is probably yes. Nasdaq just announced Space Exploration Technologies Corp (NASDAQ:SPCX) will join the Nasdaq 100 before markets open on July 7, 2026.
The Nasdaq 100 is tracked by more than 200 investment products, holding over $800 billion, and those funds don`t get a choice, when SpaceX joins, they automatically buy it. If your super fund or ETF tracks the Nasdaq, you`re about to own a slice of Elon Musk`s rocket company. No decision required.
That`s the quiet power of index investing. You don`t pick the companies. The rulebook does, and this week the rulebook picked SpaceX.
#SpaceX #Fintok #stocks #nasdaq #tech
Neu Horizon Uranium has listed on the ASX with the ticker code of NHU. The company is a uranium explorer focused on the further discovery and development of uranium deposits in its projects located in northern Sweden and the Athabasca Basin in Canada. The Company’s portfolio provides exposure to highly prospective granitic-hosted, pegmatitic and sediment-hosted uranium systems, with initial exploration confirming anomalous uranium concentrations across multiple permits. Proceeds from the IPO raise will fund exploration activities across the Company’s projects, including maiden and follow-up drilling programs at priority exploration targets.
Media: The Stock Network, Lel Smits
Neu Horizon Uranium has listed on the ASX with the ticker code of NHU. The company is a uranium explorer focused on the further discovery and development of uranium deposits in its projects located in northern Sweden and the Athabasca Basin in Canada. The Company’s portfolio provides exposure to highly prospective granitic-hosted, pegmatitic and sediment-hosted uranium systems, with initial exploration confirming anomalous uranium concentrations across multiple permits. Proceeds from the IPO raise will fund exploration activities across the Company’s projects, including maiden and follow-up drilling programs at priority exploration targets.
Media: The Stock Network, Lel Smits
Stakk (ASX:SKK) enters into an agreement to acquire U.S.-based AI company ParaScript for US$63 million, creating one of the world`s largest AI-native Digital Trust platforms.
🤖 AI expansion: ParaScript adds more than 30 years of AI expertise in document intelligence and fraud detection to Stakk`s platform.
📈 Growth outlook: The combined business is expected to generate A$55.2 million in FY2027 revenue, subject to completion.
🌍 Funding secured: Stakk has secured commitments to raise A$27 million to help fund the acquisition.
"The acquisition of ParaScript represents the next decisive step in Stakk`s long-term strategy to become one of the world`s leading AI-native Digital Trust infrastructure providers for regulated industries." – Stakk Director Arthur Lo
Stakk (ASX:SKK) enters into an agreement to acquire U.S.-based AI company ParaScript for US$63 million, creating one of the world`s largest AI-native Digital Trust platforms.
🤖 AI expansion: ParaScript adds more than 30 years of AI expertise in document intelligence and fraud detection to Stakk`s platform.
📈 Growth outlook: The combined business is expected to generate A$55.2 million in FY2027 revenue, subject to completion.
🌍 Funding secured: Stakk has secured commitments to raise A$27 million to help fund the acquisition.
"The acquisition of ParaScript represents the next decisive step in Stakk`s long-term strategy to become one of the world`s leading AI-native Digital Trust infrastructure providers for regulated industries." – Stakk Director Arthur Lo
Kincora Copper (ASX & TSXV:KCC) has inked agreements to divest its Mongolian asset portfolio for US$10 million, marking a significant milestone in the company`s transition to an Australia-focused explorer and prospect generator. Following the previously received US$1.5 million option payment, Kincora is set to receive another US$3.5 million within five business days, with the final US$5 million expected to be released from escrow when the transaction ties up later this year. CEO Sam Spring joins The Stock Network`s Lel Smits to discuss what the transaction means for Kincora`s balance sheet, its Australian growth strategy, and the next catalysts as drilling continues across its NSW portfolio.
🇲🇳 US$10 million divestment strengthens the balance sheet
⚒️ Current drilling activities
🤝 More deals and other activities
Kincora Copper (ASX & TSXV:KCC) has inked agreements to divest its Mongolian asset portfolio for US$10 million, marking a significant milestone in the company`s transition to an Australia-focused explorer and prospect generator. Following the previously received US$1.5 million option payment, Kincora is set to receive another US$3.5 million within five business days, with the final US$5 million expected to be released from escrow when the transaction ties up later this year. CEO Sam Spring joins The Stock Network`s Lel Smits to discuss what the transaction means for Kincora`s balance sheet, its Australian growth strategy, and the next catalysts as drilling continues across its NSW portfolio.
🇲🇳 US$10 million divestment strengthens the balance sheet
⚒️ Current drilling activities
🤝 More deals and other activities
Tasmea (ASX:TEA) completes its acquisition of Maxim Group. The buy strengthens the company’s electrical services business and expands its presence in Australia`s growing data centre, infrastructure and energy sectors.
⚡ Acquisition complete: Maxim joins Tasmea with more than 450 completed projects, around 600 employees and expertise across electrical infrastructure.
🏗️ Growth markets: The acquisition increases Tasmea`s exposure to data centres, major infrastructure, BESS and renewable energy.
📈 FY27 contribution: Maxim is expected to contribute to Tasmea’s FY27 earnings, with the Electrical segment forecast to generate more than 50% of Group Underlying EBITA.
"We look forward to supporting their continued growth through our corporate services platform and broader specialist trades capability " – Tasmea Managing Director Stephen Young
Tasmea (ASX:TEA) completes its acquisition of Maxim Group. The buy strengthens the company’s electrical services business and expands its presence in Australia`s growing data centre, infrastructure and energy sectors.
⚡ Acquisition complete: Maxim joins Tasmea with more than 450 completed projects, around 600 employees and expertise across electrical infrastructure.
🏗️ Growth markets: The acquisition increases Tasmea`s exposure to data centres, major infrastructure, BESS and renewable energy.
📈 FY27 contribution: Maxim is expected to contribute to Tasmea’s FY27 earnings, with the Electrical segment forecast to generate more than 50% of Group Underlying EBITA.
"We look forward to supporting their continued growth through our corporate services platform and broader specialist trades capability " – Tasmea Managing Director Stephen Young
Why does the stock market sometimes go up on bad economic news? We just saw this in the US when a weak jobs report came out with far fewer jobs than expected, yet the Dow closed at a record high. Here is the logic - a weak economy means the central bank is less likely to raise interest rates, and low rates are like fuel for the stock market enabling cheaper borrowing, more spending and higher stock prices.
Investors don`t just react to the news, they react to what the news means for interest rates. That`s why you`ll sometimes see grim headlines and a green market on the same day. The lesson? On Wall Street, sometimes “good” and “bad” isn’t about the economy but rather, what the central bank is expected to do next.
#US #stocks #money #fintok #investing
Why does the stock market sometimes go up on bad economic news? We just saw this in the US when a weak jobs report came out with far fewer jobs than expected, yet the Dow closed at a record high. Here is the logic - a weak economy means the central bank is less likely to raise interest rates, and low rates are like fuel for the stock market enabling cheaper borrowing, more spending and higher stock prices.
Investors don`t just react to the news, they react to what the news means for interest rates. That`s why you`ll sometimes see grim headlines and a green market on the same day. The lesson? On Wall Street, sometimes “good” and “bad” isn’t about the economy but rather, what the central bank is expected to do next.
#US #stocks #money #fintok #investing
SHAPE Australia (ASX:SHA) completes its acquisition of Australian Professional Shopfitters (APS), expanding its retail fitout capabilities and strengthening its national delivery offering.
🏗️ Acquisition complete: SHAPE has finalised the acquisition of APS after satisfying all conditions precedent, with the transaction completing on 1 July 2026.
🛍️ Retail capability expanded: APS adds specialist shopfitting, manufacturing and procurement capabilities, enhancing SHAPE`s ability to deliver retail projects at scale.
📈 Broader national offering: The acquisition strengthens SHAPE`s retail services across flagship stores, national rollouts, refurbishments and maintenance programs.
"We`re very pleased to welcome the APS team to SHAPE. Over more than 28 years, they`ve built a highly respected business with strong relationships across leading retail brands and a proven track record delivering national rollout programmes." – Peter Marix-Evans, SHAPE Australia CEO
SHAPE Australia (ASX:SHA) completes its acquisition of Australian Professional Shopfitters (APS), expanding its retail fitout capabilities and strengthening its national delivery offering.
🏗️ Acquisition complete: SHAPE has finalised the acquisition of APS after satisfying all conditions precedent, with the transaction completing on 1 July 2026.
🛍️ Retail capability expanded: APS adds specialist shopfitting, manufacturing and procurement capabilities, enhancing SHAPE`s ability to deliver retail projects at scale.
📈 Broader national offering: The acquisition strengthens SHAPE`s retail services across flagship stores, national rollouts, refurbishments and maintenance programs.
"We`re very pleased to welcome the APS team to SHAPE. Over more than 28 years, they`ve built a highly respected business with strong relationships across leading retail brands and a proven track record delivering national rollout programmes." – Peter Marix-Evans, SHAPE Australia CEO
49 Metals (ASX:49M) has reported another strong set of drilling results from its maiden RC program at the Gold Mountain Project in Nevada, extending a high-grade gold feeder structure with a new intercept of 6.1m at 5.0g/t Au within 15.2m at 2.4g/t Au. The latest results support geological interpretations that the high-grade corridor remains open in all directions, while assays are still pending from nine additional holes. CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the significance of the latest drilling results, the emerging geological model, and the next catalysts as Gold Mountain continues to demonstrate the characteristics of a large epithermal gold systems.
High-grade feeder structure extended at Gold Mountain Project in Nevada
⚒️ What the geological model is revealing
🪓 Assays pending and next exploration steps
49 Metals (ASX:49M) has reported another strong set of drilling results from its maiden RC program at the Gold Mountain Project in Nevada, extending a high-grade gold feeder structure with a new intercept of 6.1m at 5.0g/t Au within 15.2m at 2.4g/t Au. The latest results support geological interpretations that the high-grade corridor remains open in all directions, while assays are still pending from nine additional holes. CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the significance of the latest drilling results, the emerging geological model, and the next catalysts as Gold Mountain continues to demonstrate the characteristics of a large epithermal gold systems.
High-grade feeder structure extended at Gold Mountain Project in Nevada
⚒️ What the geological model is revealing
🪓 Assays pending and next exploration steps
AI Private Opportunities Trust has listed on the ASX with the ticker code of AIX. The trust has been created to invest in the securities of private, non-publicly traded companies that are developing, enabling, or contributing to the adoption of artificial intelligence (AI) and related technologies. These investments will include companies where AI is a key component of their value creation thesis. The potential investment universe spans the AI ecosystem, including AI being created to drive transformation across industries including healthcare, financial services, manufacturing, logistics, defence, and technology.
Media: The Stock Network Lel Smits
AI Private Opportunities Trust has listed on the ASX with the ticker code of AIX. The trust has been created to invest in the securities of private, non-publicly traded companies that are developing, enabling, or contributing to the adoption of artificial intelligence (AI) and related technologies. These investments will include companies where AI is a key component of their value creation thesis. The potential investment universe spans the AI ecosystem, including AI being created to drive transformation across industries including healthcare, financial services, manufacturing, logistics, defence, and technology.
Media: The Stock Network Lel Smits
ReadyTech Holdings (ASX:RDY) secures its role as the Student Management System (SMS) platform provider for the Victorian TAFE Network, positioning the company as a long-term technology partner for one of Australia`s largest vocational education systems.
🎓 Victorian TAFE Network role secured: Following a competitive tender process, ReadyTech will provide the common SMS platform for Victoria`s network of 11 TAFE institutes. The agreement has an initial five-year term, with implementation to be progressed through future negotiations with individual TAFE institutes.
🤝 Building on established partnerships: The role expands ReadyTech`s existing relationships with Bendigo Kangan Institute, Chisholm Institute and Melbourne Polytechnic. The platform has been developed through a multi-year co-design process to support modern TAFE delivery and the growing convergence of vocational and higher education.
📚 Positioned for future digital transformation: While no revenue has been contracted and rollout timelines are yet to be determined, the agreement positions ReadyTech to support more than 170,000 TAFE students annually across Victoria as the network considers future implementation and digital transformation initiatives.
"This selection validates our long-term investment in an enterprise-grade education platform capable of supporting system-level transformation. What began as a co-designed partnership with Bendigo Kangan Institute has evolved into a platform now recognised as fit to support the future of the Victorian TAFE Network, and we are proud to be trusted as a long-term technology partner in this important work." – Marc Washbourne, ReadyTech Holdings CEO & Co-Founder
ReadyTech Holdings (ASX:RDY) secures its role as the Student Management System (SMS) platform provider for the Victorian TAFE Network, positioning the company as a long-term technology partner for one of Australia`s largest vocational education systems.
🎓 Victorian TAFE Network role secured: Following a competitive tender process, ReadyTech will provide the common SMS platform for Victoria`s network of 11 TAFE institutes. The agreement has an initial five-year term, with implementation to be progressed through future negotiations with individual TAFE institutes.
🤝 Building on established partnerships: The role expands ReadyTech`s existing relationships with Bendigo Kangan Institute, Chisholm Institute and Melbourne Polytechnic. The platform has been developed through a multi-year co-design process to support modern TAFE delivery and the growing convergence of vocational and higher education.
📚 Positioned for future digital transformation: While no revenue has been contracted and rollout timelines are yet to be determined, the agreement positions ReadyTech to support more than 170,000 TAFE students annually across Victoria as the network considers future implementation and digital transformation initiatives.
"This selection validates our long-term investment in an enterprise-grade education platform capable of supporting system-level transformation. What began as a co-designed partnership with Bendigo Kangan Institute has evolved into a platform now recognised as fit to support the future of the Victorian TAFE Network, and we are proud to be trusted as a long-term technology partner in this important work." – Marc Washbourne, ReadyTech Holdings CEO & Co-Founder
There`s a global memory chip shortage right now and it’s been dubbed, “RAMageddon”. Every device needs memory chips called RAM to work and RAM was more affordable until AI arrived and demand exploded. Now every AI company is racing to build data centres and those data centres are ravenous for memory.
As a result memory chip prices have more than tripled from their lows, as the big makers pour everything into AI and starve the consumer market. And now it`s hitting your wallet. Apple Inc (NASDAQ:AAPL) just raised Mac and iPad prices, blaming memory costs, followed by Microsoft Corp’s (NASDAQ:MSFT) Xbox getting more expensive for the same reason.
AI might be the future. But right now, it`s a tax on the present and that’s why it’s been called RAMageddon.
#tech #AI #apple #nasdaq #fintok
There`s a global memory chip shortage right now and it’s been dubbed, “RAMageddon”. Every device needs memory chips called RAM to work and RAM was more affordable until AI arrived and demand exploded. Now every AI company is racing to build data centres and those data centres are ravenous for memory.
As a result memory chip prices have more than tripled from their lows, as the big makers pour everything into AI and starve the consumer market. And now it`s hitting your wallet. Apple Inc (NASDAQ:AAPL) just raised Mac and iPad prices, blaming memory costs, followed by Microsoft Corp’s (NASDAQ:MSFT) Xbox getting more expensive for the same reason.
AI might be the future. But right now, it`s a tax on the present and that’s why it’s been called RAMageddon.
#tech #AI #apple #nasdaq #fintok
It’s the first day of the new financial year, is the ASX poised to keep rising? - That depends on where you look. Over the last year the ASX 200 barely rose, lifting just 2.8%.
Looking more closely, FY26 was a divided year on the ASX. The best-performing sector, Materials, rose almost 50% on the back of a comeback in gold, lithium and rare earths.
Healthcare and Info Tech sectors both crashed nearly 40%. FY26 is a reminder that even on one exchange, in one year, it`s never really one market.
#EOFY #ASX #stocks #mining #health
It’s the first day of the new financial year, is the ASX poised to keep rising? - That depends on where you look. Over the last year the ASX 200 barely rose, lifting just 2.8%.
Looking more closely, FY26 was a divided year on the ASX. The best-performing sector, Materials, rose almost 50% on the back of a comeback in gold, lithium and rare earths.
Healthcare and Info Tech sectors both crashed nearly 40%. FY26 is a reminder that even on one exchange, in one year, it`s never really one market.
#EOFY #ASX #stocks #mining #health
Neuren Pharmaceuticals (ASX: NEU) moved a step closer to expanding the reach of its Rett syndrome treatment, with the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) recommending approval of DAYBU® (trofinetide) in the European Union.
💊 Positive EU recommendation for DAYBU®: The CHMP has adopted a positive opinion recommending European Commission marketing authorisation for DAYBU® to treat neurobehavioral symptoms of Rett syndrome in adults and children aged five years and older. If approved, it would become the first treatment for this indication in the European Union.
🌍 Commercial milestone opportunity: Under its licensing agreement with Acadia Pharmaceuticals, Neuren would receive US$35 million following the first commercial sale of DAYBU® in Europe, along with tiered royalties on net sales and potential milestone payments of up to US$170 million based on future sales thresholds.
🧠 Expanding treatment access: The European Commission is expected to make a final decision in the coming months. If authorised, the approval would cover all 27 European Union member states, as well as Iceland, Liechtenstein and Norway, expanding access to treatment for people living with Rett syndrome.
"With no approved treatment currently available in the EU, approval of DAYBU® would represent an important step forward for patients, caregivers and the wider Rett syndrome community profoundly impacted by this devastating condition." – Jon Pilcher, Neuren Pharmaceuticals CEO
Neuren Pharmaceuticals (ASX: NEU) moved a step closer to expanding the reach of its Rett syndrome treatment, with the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) recommending approval of DAYBU® (trofinetide) in the European Union.
💊 Positive EU recommendation for DAYBU®: The CHMP has adopted a positive opinion recommending European Commission marketing authorisation for DAYBU® to treat neurobehavioral symptoms of Rett syndrome in adults and children aged five years and older. If approved, it would become the first treatment for this indication in the European Union.
🌍 Commercial milestone opportunity: Under its licensing agreement with Acadia Pharmaceuticals, Neuren would receive US$35 million following the first commercial sale of DAYBU® in Europe, along with tiered royalties on net sales and potential milestone payments of up to US$170 million based on future sales thresholds.
🧠 Expanding treatment access: The European Commission is expected to make a final decision in the coming months. If authorised, the approval would cover all 27 European Union member states, as well as Iceland, Liechtenstein and Norway, expanding access to treatment for people living with Rett syndrome.
"With no approved treatment currently available in the EU, approval of DAYBU® would represent an important step forward for patients, caregivers and the wider Rett syndrome community profoundly impacted by this devastating condition." – Jon Pilcher, Neuren Pharmaceuticals CEO
Nickel Industries (ASX:NIC) has just announced two significant transactions, both strengthening its position in Indonesia`s nickel industry and increasing its exposure to the EV battery supply chain. Nickel Industries has acquired stakes in the CNE and TMI HPAL projects, securing additional Class 1 nickel production while maintaining a disciplined approach to growth. Importantly, the Sampala Project remains central to the strategy, with the resource identified as the exclusive ore supplier to both CNE and TMI. As Nickel Industries positions to become an even larger player in the battery materials market Managing Director Justin Werner joins Lel Smits from The Stock Network to discuss the rationale behind the transactions and key catalysts to watch next.
🇮🇩 Importance of recently announced deals in Indonesia
⚒️ Unlocking the value of the Sampala Project
🚀 Future catalysts and milestones
Nickel Industries (ASX:NIC) has just announced two significant transactions, both strengthening its position in Indonesia`s nickel industry and increasing its exposure to the EV battery supply chain. Nickel Industries has acquired stakes in the CNE and TMI HPAL projects, securing additional Class 1 nickel production while maintaining a disciplined approach to growth. Importantly, the Sampala Project remains central to the strategy, with the resource identified as the exclusive ore supplier to both CNE and TMI. As Nickel Industries positions to become an even larger player in the battery materials market Managing Director Justin Werner joins Lel Smits from The Stock Network to discuss the rationale behind the transactions and key catalysts to watch next.
🇮🇩 Importance of recently announced deals in Indonesia
⚒️ Unlocking the value of the Sampala Project
🚀 Future catalysts and milestones
As market volatility and diversification become bigger considerations for investors, many are rethinking the traditional approach of picking individual blue chip stocks and instead turning to ETFs for broader exposure and portfolio simplicity. In this Women in ETFs ETF Education Spotlight, The Stock Network’s Lel Smits is joined by Sacha Burchgart Founder & Managing Director of Burcheart, to discuss why ETFs are gaining traction among investors, the challenges of stock picking, and how investors can think about balancing both strategies in modern portfolios.
📈 Why investors are shifting to ETFs
🎯 The challenges of stock picking
🛡️ Diversification and risk management
💙 Can blue chip stocks still outperform?
⚖️ Building a balanced portfolio
As market volatility and diversification become bigger considerations for investors, many are rethinking the traditional approach of picking individual blue chip stocks and instead turning to ETFs for broader exposure and portfolio simplicity. In this Women in ETFs ETF Education Spotlight, The Stock Network’s Lel Smits is joined by Sacha Burchgart Founder & Managing Director of Burcheart, to discuss why ETFs are gaining traction among investors, the challenges of stock picking, and how investors can think about balancing both strategies in modern portfolios.
📈 Why investors are shifting to ETFs
🎯 The challenges of stock picking
🛡️ Diversification and risk management
💙 Can blue chip stocks still outperform?
⚖️ Building a balanced portfolio
The ASX just put every listed company on notice because of a trick called “share ramping” - it’s when companies release a stream of ASX market announcements that sound exciting to lift their share price, but are light on substance.
In its first-ever supervision report, the ASX said it will target companies that repeatedly use announcements to inflate their price. This all matters because investors rely on ASX announcements to make decisions, and not every flashy headline reflects real progress.
The crackdown is designed to restore trust by ensuring market updates inform investors, rather than influence them.
#ASX #stocks #fintok #money #investing
The ASX just put every listed company on notice because of a trick called “share ramping” - it’s when companies release a stream of ASX market announcements that sound exciting to lift their share price, but are light on substance.
In its first-ever supervision report, the ASX said it will target companies that repeatedly use announcements to inflate their price. This all matters because investors rely on ASX announcements to make decisions, and not every flashy headline reflects real progress.
The crackdown is designed to restore trust by ensuring market updates inform investors, rather than influence them.
#ASX #stocks #fintok #money #investing
Artificial intelligence is creating some of the world`s fastest-growing and most valuable companies, but many of the biggest opportunities remain private and inaccessible to most investors. AI Private Opportunities Trust (ASX:AIX) is listing on the ASX this Thursday after having raised over $265 million and will be focused on providing Australian investors with exposure to leading private AI companies through a market-first ASX-listed investment vehicle. Pengana Capital Group Executive Director Adam Myers speaks with The Stock Network`s Lel Smits about the growing AI investment opportunity, why investors may be structurally under-exposed to private AI, and how AIX aims to provide access to this rapidly evolving sector.
🤖 The AI opportunity on ASX
🌐 Investing across the AI ecosystem
🚀 The AIX difference
Artificial intelligence is creating some of the world`s fastest-growing and most valuable companies, but many of the biggest opportunities remain private and inaccessible to most investors. AI Private Opportunities Trust (ASX:AIX) is listing on the ASX this Thursday after having raised over $265 million and will be focused on providing Australian investors with exposure to leading private AI companies through a market-first ASX-listed investment vehicle. Pengana Capital Group Executive Director Adam Myers speaks with The Stock Network`s Lel Smits about the growing AI investment opportunity, why investors may be structurally under-exposed to private AI, and how AIX aims to provide access to this rapidly evolving sector.
🤖 The AI opportunity on ASX
🌐 Investing across the AI ecosystem
🚀 The AIX difference
The Calmer Co. (ASX:CCO) secures Coles acceptance for its new Fiji Kava® FZZR™ product, building on its recent strong domestic retail performance, and advances plans to expand into U.S. retail channels.
🥥 Coles accepts Fiji Kava® FZZR™: Coles approves the ranging of Fiji Kava® FZZR™, an innovative kava product that can be consumed as a sparkling drink, direct-to-mouth supplement or chewable format, with distribution expected to commence in October 2026.
🛒 Strong retail footprint and category leadership: Fiji Kava® products are currently ranked No.1 and No.3 in Coles’ national Stress category; The Calmer Co. now has distribution through both Coles and Woolworths, representing approximately 67% of Australia’s grocery retail footprint.
🇺🇸 U.S. expansion gains momentum: The company estimates it holds around 10% of Amazon USA kava sales and has appointed U.S. natural products brokerage VDriven to support expansion into U.S.-based physical retail channels.
“We are extremely pleased to see Coles support the planned launch of this innovative new Fiji Kava® format as part of its latest range review. The FZZR™ technology provides consumers with a highly convenient and enjoyable way to experience kava, while also broadening the accessibility of the category through flavour innovation and portability.” - The Calmer Co. Founder & CEO Zane Yoshida
The Calmer Co. (ASX:CCO) secures Coles acceptance for its new Fiji Kava® FZZR™ product, building on its recent strong domestic retail performance, and advances plans to expand into U.S. retail channels.
🥥 Coles accepts Fiji Kava® FZZR™: Coles approves the ranging of Fiji Kava® FZZR™, an innovative kava product that can be consumed as a sparkling drink, direct-to-mouth supplement or chewable format, with distribution expected to commence in October 2026.
🛒 Strong retail footprint and category leadership: Fiji Kava® products are currently ranked No.1 and No.3 in Coles’ national Stress category; The Calmer Co. now has distribution through both Coles and Woolworths, representing approximately 67% of Australia’s grocery retail footprint.
🇺🇸 U.S. expansion gains momentum: The company estimates it holds around 10% of Amazon USA kava sales and has appointed U.S. natural products brokerage VDriven to support expansion into U.S.-based physical retail channels.
“We are extremely pleased to see Coles support the planned launch of this innovative new Fiji Kava® format as part of its latest range review. The FZZR™ technology provides consumers with a highly convenient and enjoyable way to experience kava, while also broadening the accessibility of the category through flavour innovation and portability.” - The Calmer Co. Founder & CEO Zane Yoshida
Far East Gold (ASX:FEG) is entering a pivotal period as it advances the flagship Idenburg Gold Project in Papua Province, Indonesia, while simultaneously responding to an unsolicited takeover offer from Xinye Gold. The company has advanced the Idenburg Gold Project over the past year, growing the resource, and progressing studies and permitting as it moves toward development. At the same time, the Board has unanimously recommended shareholders reject Xinye Gold`s takeover offer, arguing it does not reflect the company`s value or future growth potential. Far East Gold Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to discuss the company`s development strategy, the rationale behind the Board`s position on the takeover offer, and the key catalysts investors should be watching in the months ahead.
⛏️ Board recommendation to reject the offer
🪓 Far East Gold valuation
⚒️ Key growth catalysts ahead
🤝 Strategic interest validation
🏭 Strategic investor strategy
🚀 The long-term opportunity
Far East Gold (ASX:FEG) is entering a pivotal period as it advances the flagship Idenburg Gold Project in Papua Province, Indonesia, while simultaneously responding to an unsolicited takeover offer from Xinye Gold. The company has advanced the Idenburg Gold Project over the past year, growing the resource, and progressing studies and permitting as it moves toward development. At the same time, the Board has unanimously recommended shareholders reject Xinye Gold`s takeover offer, arguing it does not reflect the company`s value or future growth potential. Far East Gold Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to discuss the company`s development strategy, the rationale behind the Board`s position on the takeover offer, and the key catalysts investors should be watching in the months ahead.
⛏️ Board recommendation to reject the offer
🪓 Far East Gold valuation
⚒️ Key growth catalysts ahead
🤝 Strategic interest validation
🏭 Strategic investor strategy
🚀 The long-term opportunity
Mesoblast (ASX:MSB, Nasdaq:MESO) has entered a new chapter following the launch of Ryoncil®, with quarterly revenues growing and operating cash burn declining. At the same time, Mesoblast is advancing several late-stage programs across inflammatory diseases, chronic low back pain and heart failure, while outlining what it describes as potential "blockbuster opportunities" across its pipeline. For investors the key question is now whether it can translate its scientific platform into sustainable commercial growth and execute on multiple development programs simultaneously. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the next phase of growth, upcoming milestones and the timelines investors should be watching.
🚀 Commercial execution beyond the launch
⚕️ Turning pipeline potential into outcomes
🔬 Managing expectations around catalysts
Mesoblast (ASX:MSB, Nasdaq:MESO) has entered a new chapter following the launch of Ryoncil®, with quarterly revenues growing and operating cash burn declining. At the same time, Mesoblast is advancing several late-stage programs across inflammatory diseases, chronic low back pain and heart failure, while outlining what it describes as potential "blockbuster opportunities" across its pipeline. For investors the key question is now whether it can translate its scientific platform into sustainable commercial growth and execute on multiple development programs simultaneously. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the next phase of growth, upcoming milestones and the timelines investors should be watching.
🚀 Commercial execution beyond the launch
⚕️ Turning pipeline potential into outcomes
🔬 Managing expectations around catalysts
This week, a sell-off started on Wall Street and circled the planet in just 24 hours. First Alphabet Inc. (GOOG), Google`s parent, had its worst day in over a year after two star AI researchers got poached and Space Exploration Technologies Corp (NASDAQ:SPCX) kept sliding despite its strong debut.
Then America went to sleep, and Asia woke up to the fear. South Korea got hit hardest, its market crashed nearly 10% in a day, with chip giants Samsung and SK Hynix both down around 12%. Japan dropped. Then Europe. Then it rolled back to the US. One nervous day in New York became a global chain reaction.
Why is the whole world this fragile? A big reason is concentration. Just seven tech companies now make up almost 30% of the entire S&P 500 and those names, and the chips behind them, are wired into markets everywhere. So when AI stocks get the jitters, it`s not one sector having a bad day. It`s a load-bearing wall of the global market shaking.
#tech #AI #stocks #fintok #money
This week, a sell-off started on Wall Street and circled the planet in just 24 hours. First Alphabet Inc. (GOOG), Google`s parent, had its worst day in over a year after two star AI researchers got poached and Space Exploration Technologies Corp (NASDAQ:SPCX) kept sliding despite its strong debut.
Then America went to sleep, and Asia woke up to the fear. South Korea got hit hardest, its market crashed nearly 10% in a day, with chip giants Samsung and SK Hynix both down around 12%. Japan dropped. Then Europe. Then it rolled back to the US. One nervous day in New York became a global chain reaction.
Why is the whole world this fragile? A big reason is concentration. Just seven tech companies now make up almost 30% of the entire S&P 500 and those names, and the chips behind them, are wired into markets everywhere. So when AI stocks get the jitters, it`s not one sector having a bad day. It`s a load-bearing wall of the global market shaking.
#tech #AI #stocks #fintok #money
Vection Technologies (ASX:VR1) secured approximately $2.3 million in new contracts across five sectors. Four of these new contracts were powered by the Company’s Algho AI platform, further strengthening momentum that has seen total new orders reach around $7 million since April 2026.
🤖 AI-driven contracts across five sectors: Vection Technologies secured five new orders spanning healthcare analytics, luxury fashion, public services accessibility, airport passenger assistance and security, with four of the contracts utilising the Company’s Algho AI platform.
✈️ Accessibility platform gains commercial traction: A European airport operator has ordered Vection Technologies’ Accessibility Kiosk and Algho AI Appliance solution, marking the first commercial airport deployment since the platform’s recent launch and building on technology already operating at Bergamo Caravaggio International Airport.
📈 Recurring revenue milestone achieved: Vection Technologies secured its first annual recurring revenue (ARR) contract in the security segment worth approximately $1.3 million ARR, representing a shift from project-based work toward subscription-style revenue streams.
“This round of orders is important not just for the revenue, but for what it demonstrates about the breadth of Vection`s technology portfolio. Four of these contracts are powered by Algho AI, across sectors as different as clinical laboratories and luxury fashion.” - Vection Technologies Managing Director & Executive Chairman Gianmarco Biagi
Vection Technologies (ASX:VR1) secured approximately $2.3 million in new contracts across five sectors. Four of these new contracts were powered by the Company’s Algho AI platform, further strengthening momentum that has seen total new orders reach around $7 million since April 2026.
🤖 AI-driven contracts across five sectors: Vection Technologies secured five new orders spanning healthcare analytics, luxury fashion, public services accessibility, airport passenger assistance and security, with four of the contracts utilising the Company’s Algho AI platform.
✈️ Accessibility platform gains commercial traction: A European airport operator has ordered Vection Technologies’ Accessibility Kiosk and Algho AI Appliance solution, marking the first commercial airport deployment since the platform’s recent launch and building on technology already operating at Bergamo Caravaggio International Airport.
📈 Recurring revenue milestone achieved: Vection Technologies secured its first annual recurring revenue (ARR) contract in the security segment worth approximately $1.3 million ARR, representing a shift from project-based work toward subscription-style revenue streams.
“This round of orders is important not just for the revenue, but for what it demonstrates about the breadth of Vection`s technology portfolio. Four of these contracts are powered by Algho AI, across sectors as different as clinical laboratories and luxury fashion.” - Vection Technologies Managing Director & Executive Chairman Gianmarco Biagi
The price you pay for petrol has almost nothing to do with your local petrol station, it’s set by events on the other side of the world, and this week`s a perfect example. For years, Iran one of the world`s big oil producers, has been mostly banned from selling its oil, thanks to US sanctions but that has just changed.
After talks in Switzerland the US gave Iran a 60-day pass to sell its oil again, but the deal comes with strings attached. Iran has to keep the Strait of Hormuz open and let nuclear inspectors in. If either side walks away, the oil taps could slam shut again.
We`ve already seen how fragile this deal is - over the weekend, Trump threatened to hit Iran again if commitments weren`t met. Enjoy any relief at the pump you get because, as we have seen with this war, the peace might not last.
#oil #iran #fintok #trump #money
The price you pay for petrol has almost nothing to do with your local petrol station, it’s set by events on the other side of the world, and this week`s a perfect example. For years, Iran one of the world`s big oil producers, has been mostly banned from selling its oil, thanks to US sanctions but that has just changed.
After talks in Switzerland the US gave Iran a 60-day pass to sell its oil again, but the deal comes with strings attached. Iran has to keep the Strait of Hormuz open and let nuclear inspectors in. If either side walks away, the oil taps could slam shut again.
We`ve already seen how fragile this deal is - over the weekend, Trump threatened to hit Iran again if commitments weren`t met. Enjoy any relief at the pump you get because, as we have seen with this war, the peace might not last.
#oil #iran #fintok #trump #money
Daly Resources has listed on the ASX with the ticker code of DLY. The Company is a mineral exploration company focused on the discovery and delineation of fluorite, copper and zinc mineral resources and reserves in the McArthur Basin and Georgina Basin, located in the Northern Territory. Its initial focus will be on evaluation and assessment of fluorite potential, as well as early stage copper and zinc exploration. Proceeds from Daly Resources’ IPO raise will fund exploration activities at its Projects, which will include geophysical surveys, geochemical sampling drilling, and metallurgical studies.
Media: The Stock Network, @lelsmits
Daly Resources has listed on the ASX with the ticker code of DLY. The Company is a mineral exploration company focused on the discovery and delineation of fluorite, copper and zinc mineral resources and reserves in the McArthur Basin and Georgina Basin, located in the Northern Territory. Its initial focus will be on evaluation and assessment of fluorite potential, as well as early stage copper and zinc exploration. Proceeds from Daly Resources’ IPO raise will fund exploration activities at its Projects, which will include geophysical surveys, geochemical sampling drilling, and metallurgical studies.
Media: The Stock Network, @lelsmits
Recce Pharmaceuticals (ASX:RCE) received Human Research Ethics Committee (HREC) approval to advance its RECCE® 327 Topical Gel (R327G) diabetic foot infection program in Australia to a pivotal Phase 3 clinical trial, strengthening the Company’s global regulatory strategy.
🩺 Australian Phase 3 trial expanded: HREC approval allows the trial to enrol patients with Moderate Diabetic Foot Infections (DFI) in addition to Mild DFI, significantly expanding the recruitment pool, with these patient groups accounting for around 80% of DFI presentations.
📈 Stronger study design and faster recruitment: The trial has also been expanded to include infected ulcers below the knee, enabling additional endpoint analysis at the individual ulcer level, increasing study power and supporting faster recruitment toward the 200-patient target.
🌏 Global registration strategy advances: Recce now has pivotal Phase 3 programs operating in both Australia and Indonesia, forming the foundation of its strategy to pursue approvals across Australia, the United States, MENA and ASEAN markets for R327G.
“Receiving HREC approval to expand and accelerate our Australian Phase 3 program is a significant milestone for Recce and for patients with diabetic foot infections. With two concurrent Phase 3 programs now operating in Australia and Indonesia, we are moving with pace toward global registration.” - Chief Executive Officer James Graham
Recce Pharmaceuticals (ASX:RCE) received Human Research Ethics Committee (HREC) approval to advance its RECCE® 327 Topical Gel (R327G) diabetic foot infection program in Australia to a pivotal Phase 3 clinical trial, strengthening the Company’s global regulatory strategy.
🩺 Australian Phase 3 trial expanded: HREC approval allows the trial to enrol patients with Moderate Diabetic Foot Infections (DFI) in addition to Mild DFI, significantly expanding the recruitment pool, with these patient groups accounting for around 80% of DFI presentations.
📈 Stronger study design and faster recruitment: The trial has also been expanded to include infected ulcers below the knee, enabling additional endpoint analysis at the individual ulcer level, increasing study power and supporting faster recruitment toward the 200-patient target.
🌏 Global registration strategy advances: Recce now has pivotal Phase 3 programs operating in both Australia and Indonesia, forming the foundation of its strategy to pursue approvals across Australia, the United States, MENA and ASEAN markets for R327G.
“Receiving HREC approval to expand and accelerate our Australian Phase 3 program is a significant milestone for Recce and for patients with diabetic foot infections. With two concurrent Phase 3 programs now operating in Australia and Indonesia, we are moving with pace toward global registration.” - Chief Executive Officer James Graham
Shares in Inghams Group (ASX:ING) fell almost 5% after making a biosecurity update and locking down its farms in Western Australia.The Aussie poultry producer made the update following the detection of the H5N1 bird flu strain in two wild birds in Western Australia.
While there have been no cases detected in commercial poultry, including Inghams` operations, the company has boosted biosecurity measures and restricted non-essential access across its WA facilities.
The spread of bird flu can create risks for poultry producers, potentially impacting supply chains, production levels and operating costs. Although Inghams continues to supply the market as normal, investors will be watching closely for any signs the outbreak could spread beyond wild birds.
Highlighting how biosecurity threats can quickly become a key risk for food producers, even before any direct impact on operations occurs.
#birdflu #food #stocks #fintok #flu
Shares in Inghams Group (ASX:ING) fell almost 5% after making a biosecurity update and locking down its farms in Western Australia.The Aussie poultry producer made the update following the detection of the H5N1 bird flu strain in two wild birds in Western Australia.
While there have been no cases detected in commercial poultry, including Inghams` operations, the company has boosted biosecurity measures and restricted non-essential access across its WA facilities.
The spread of bird flu can create risks for poultry producers, potentially impacting supply chains, production levels and operating costs. Although Inghams continues to supply the market as normal, investors will be watching closely for any signs the outbreak could spread beyond wild birds.
Highlighting how biosecurity threats can quickly become a key risk for food producers, even before any direct impact on operations occurs.
#birdflu #food #stocks #fintok #flu
Infant formula giant A2 Milk Company (ASX:A2M) is planning to pay shareholders a $300 million special dividend following an approval from a Chinese regulator.
Late last year, a2 bought a factory in New Zealand but to make its formula there for the Chinese market, it needed a permit from China`s regulator, known as SAMR.
That permit just came through, so A2 Milk can now make its highest-margin product, China-label baby formula, in its own factory, with full control of the supply chain.
One regulatory approval has flipped A2 Milk’s factory from a cost into a potential $300 million cash cow for shareholders.
#china #milk #stocks #money #fintok
Infant formula giant A2 Milk Company (ASX:A2M) is planning to pay shareholders a $300 million special dividend following an approval from a Chinese regulator.
Late last year, a2 bought a factory in New Zealand but to make its formula there for the Chinese market, it needed a permit from China`s regulator, known as SAMR.
That permit just came through, so A2 Milk can now make its highest-margin product, China-label baby formula, in its own factory, with full control of the supply chain.
One regulatory approval has flipped A2 Milk’s factory from a cost into a potential $300 million cash cow for shareholders.
#china #milk #stocks #money #fintok
The US government just got involved in the takeover of an Australian mining company and the reason cuts to the heart of a global power struggle.
Australian Strategic Materials (ASX:ASM), owns two things the world suddenly wants, a rare-earths project in Dubbo and a plant in Korea that turns rare earths into the magnets used inside smartphones, EVs, robots, weapons and medical devices.
Energy Fuels (NYSE:UUUU, TSX:EFR) is buying ASM to build the biggest rare-earth supply chain outside of China, which dominates and controls the market. Now the US government`s investment arm has stepped in with funding to help get it done. The dirt in Dubbo just became a piece on the global chessboard.
#mining #finance #fintok #china #US
The US government just got involved in the takeover of an Australian mining company and the reason cuts to the heart of a global power struggle.
Australian Strategic Materials (ASX:ASM), owns two things the world suddenly wants, a rare-earths project in Dubbo and a plant in Korea that turns rare earths into the magnets used inside smartphones, EVs, robots, weapons and medical devices.
Energy Fuels (NYSE:UUUU, TSX:EFR) is buying ASM to build the biggest rare-earth supply chain outside of China, which dominates and controls the market. Now the US government`s investment arm has stepped in with funding to help get it done. The dirt in Dubbo just became a piece on the global chessboard.
#mining #finance #fintok #china #US
BCAL Diagnostics (ASX:BDX) has developed BREASTEST Monitor, a new blood test designed to help evaluate women for local breast cancer recurrence following treatment, addressing a significant unmet need in post-treatment breast cancer care.
🩸 New blood test for recurrence monitoring: BREASTEST Monitor is being developed as a simple, non-invasive blood test to help rule out local breast cancer recurrence in women who have previously undergone treatment, potentially reducing reliance on imaging alone.
🎯 Promising early clinical results: In preliminary findings involving women aged 50 years and older, BREASTEST Monitor correctly identified 20 of 23 confirmed local recurrence cases, delivering 91% sensitivity and a 95% negative predictive value.
📈 Large market opportunity: Breast cancer recurrence can occur in up to 15% of patients following treatment, while more than 4 million breast cancer survivors in the United States and over 200,000 in Australia require ongoing surveillance and monitoring.
“BREASTEST Monitor is an important clinical development milestone for BCAL and extends our blood-based diagnostics platform into one of the most significant areas of unmet need in breast cancer care. The team will now work through the validation processes to advance the test.” - Anne-Louise Arnett, Chief Executive Officer
BCAL Diagnostics (ASX:BDX) has developed BREASTEST Monitor, a new blood test designed to help evaluate women for local breast cancer recurrence following treatment, addressing a significant unmet need in post-treatment breast cancer care.
🩸 New blood test for recurrence monitoring: BREASTEST Monitor is being developed as a simple, non-invasive blood test to help rule out local breast cancer recurrence in women who have previously undergone treatment, potentially reducing reliance on imaging alone.
🎯 Promising early clinical results: In preliminary findings involving women aged 50 years and older, BREASTEST Monitor correctly identified 20 of 23 confirmed local recurrence cases, delivering 91% sensitivity and a 95% negative predictive value.
📈 Large market opportunity: Breast cancer recurrence can occur in up to 15% of patients following treatment, while more than 4 million breast cancer survivors in the United States and over 200,000 in Australia require ongoing surveillance and monitoring.
“BREASTEST Monitor is an important clinical development milestone for BCAL and extends our blood-based diagnostics platform into one of the most significant areas of unmet need in breast cancer care. The team will now work through the validation processes to advance the test.” - Anne-Louise Arnett, Chief Executive Officer
Starpharma (ASX:SPL, US OTC:SPHRY:SPL) is an innovative biotechnology company advancing dendrimer technology to improve patient outcomes in areas including oncology. Alongside its scientific innovation, Starpharma is operating in a sector defined by long development cycles, evolving data, changing priorities and high expectations. In that environment, leadership, culture and team resilience are critical to translating science into outcomes. Starpharma Chief Executive Officer Cheryl Maley joins Lel Smits from The Stock Network to discuss what she has learned about leading science-led businesses through change, building diverse and high-performing teams, and supporting future-ready STEMM talent.
🧬 Leading in science-led businesses: Equity and impact
💊 Big pharma leadership lessons and what small biotech teaches you faster
🚀 Leading a company through transformation
Starpharma (ASX:SPL, US OTC:SPHRY:SPL) is an innovative biotechnology company advancing dendrimer technology to improve patient outcomes in areas including oncology. Alongside its scientific innovation, Starpharma is operating in a sector defined by long development cycles, evolving data, changing priorities and high expectations. In that environment, leadership, culture and team resilience are critical to translating science into outcomes. Starpharma Chief Executive Officer Cheryl Maley joins Lel Smits from The Stock Network to discuss what she has learned about leading science-led businesses through change, building diverse and high-performing teams, and supporting future-ready STEMM talent.
🧬 Leading in science-led businesses: Equity and impact
💊 Big pharma leadership lessons and what small biotech teaches you faster
🚀 Leading a company through transformation
As ETFs continue to grow in popularity among retail investors, understanding how ETFs actually trade and function has become increasingly important. While ETFs trade on the ASX like ordinary shares, many investors still misunderstand key concepts such as liquidity, pricing, spreads and the role of market makers. In this ETF Education Spotlight with @womeninetfs, The Stock Network’s @lelsmits is joined by @theleungway, Portfolio Manager at @globalxetfsau and Women in ETFs APAC Co-Head, to unpack how ETF trading mechanics work in practice, common misconceptions around ETF liquidity, and what everyday investors should understand before buying and selling ETFs.
📊 Understanding ETF trading
🌊 ETF liquidity explained
🤝 The role of market makers
🚀 Understanding spreads and pricing
🛒 ETF trading during volatile markets
As ETFs continue to grow in popularity among retail investors, understanding how ETFs actually trade and function has become increasingly important. While ETFs trade on the ASX like ordinary shares, many investors still misunderstand key concepts such as liquidity, pricing, spreads and the role of market makers. In this ETF Education Spotlight with @womeninetfs, The Stock Network’s @lelsmits is joined by @theleungway, Portfolio Manager at @globalxetfsau and Women in ETFs APAC Co-Head, to unpack how ETF trading mechanics work in practice, common misconceptions around ETF liquidity, and what everyday investors should understand before buying and selling ETFs.
📊 Understanding ETF trading
🌊 ETF liquidity explained
🤝 The role of market makers
🚀 Understanding spreads and pricing
🛒 ETF trading during volatile markets
Streamplay Studio (ASX:SP8) announced that its subsidiary Noodlecake Studios has entered into a publishing and development support agreement with game developer Sequence Break for a new premium title operating under the working title “Project DS”. The project is currently in development for PC and console platforms and will feature original gameplay systems.
🎮 Premium publishing partnership secured: Noodlecake Studios will provide milestone-based development and publishing support for Project DS, a new single-player and cooperative game targeting PC and console platforms, with a vertical slice milestone planned for calendar 2026 ahead of a broader commercial rollout targeted for 2027.
🚀 Building on previous success: The partnership expands Noodlecake Studios’ premium publishing portfolio and follows the companies’ previous collaboration on Soundfall, which achieved more than 200,000 lifetime installs across PC and console platforms and generated over A$2 million in gross platform revenue.
🤝 Expanding long-term publishing opportunities: Under the agreement, Noodlecake Studios will support development, platform strategy, marketing and commercial publishing activities, with Streamplay Studio expected to recoup its development investment before transitioning to performance-based revenue participation linked to the game`s commercial success.
“This agreement is another significant step in Streamplay’s expansion into premium PC and console publishing” — Bert Mondello, Chairman of Streamplay Studio
Streamplay Studio (ASX:SP8) announced that its subsidiary Noodlecake Studios has entered into a publishing and development support agreement with game developer Sequence Break for a new premium title operating under the working title “Project DS”. The project is currently in development for PC and console platforms and will feature original gameplay systems.
🎮 Premium publishing partnership secured: Noodlecake Studios will provide milestone-based development and publishing support for Project DS, a new single-player and cooperative game targeting PC and console platforms, with a vertical slice milestone planned for calendar 2026 ahead of a broader commercial rollout targeted for 2027.
🚀 Building on previous success: The partnership expands Noodlecake Studios’ premium publishing portfolio and follows the companies’ previous collaboration on Soundfall, which achieved more than 200,000 lifetime installs across PC and console platforms and generated over A$2 million in gross platform revenue.
🤝 Expanding long-term publishing opportunities: Under the agreement, Noodlecake Studios will support development, platform strategy, marketing and commercial publishing activities, with Streamplay Studio expected to recoup its development investment before transitioning to performance-based revenue participation linked to the game`s commercial success.
“This agreement is another significant step in Streamplay’s expansion into premium PC and console publishing” — Bert Mondello, Chairman of Streamplay Studio
The new Chair of the US Federal Reserve, Kevin Warsh, is shaking up markets and frustrating President Donald Trump only three weeks after Trump hand-picked Warsh for the top job.
Warsh had argued for cutting rates, which is what the President wants, but this week Warsh ran his first meeting, held rates steady and signaled they may go up. The Fed’s own projections also jumped, with officials now expecting rates to end the year higher.
The market got the message instantly, with stocks falling and bond yields spiking. Inflation just hit a three-year high and Warsh said the Fed is going to fix it, but, Trump promised cheaper money and while the man he chose just hinted at the opposite, even a President doesn`t get to choose what the data says.
#trump #money #stocks #economy #fintok
The new Chair of the US Federal Reserve, Kevin Warsh, is shaking up markets and frustrating President Donald Trump only three weeks after Trump hand-picked Warsh for the top job.
Warsh had argued for cutting rates, which is what the President wants, but this week Warsh ran his first meeting, held rates steady and signaled they may go up. The Fed’s own projections also jumped, with officials now expecting rates to end the year higher.
The market got the message instantly, with stocks falling and bond yields spiking. Inflation just hit a three-year high and Warsh said the Fed is going to fix it, but, Trump promised cheaper money and while the man he chose just hinted at the opposite, even a President doesn`t get to choose what the data says.
#trump #money #stocks #economy #fintok
Vinyl Group (ASX:VNL) has moved quickly to reshape its media portfolio, announcing the acquisitions of Pedestrian Group and Time Out Australia within days of each other purchasing Val Morgan Digital in March this year. The deals significantly expand the company`s reach across youth, culture, lifestyle and entertainment audiences while increasing its online audience to around 55% of Australians. Both Pedestrian and Time Out have been acquired for nominal consideration. Vinyl Group CEO Josh Simons joins The Stock Network`s Lel Smits to discuss the rationale behind the deals, the integration plan and whether further media buys are on the horizon.
🤝 The strategy behind acquiring Pedestrian and Time Out
🎥 Turning audience scale into shareholder value
🇦🇺 Building Australia`s next media consolidator
Vinyl Group (ASX:VNL) has moved quickly to reshape its media portfolio, announcing the acquisitions of Pedestrian Group and Time Out Australia within days of each other purchasing Val Morgan Digital in March this year. The deals significantly expand the company`s reach across youth, culture, lifestyle and entertainment audiences while increasing its online audience to around 55% of Australians. Both Pedestrian and Time Out have been acquired for nominal consideration. Vinyl Group CEO Josh Simons joins The Stock Network`s Lel Smits to discuss the rationale behind the deals, the integration plan and whether further media buys are on the horizon.
🤝 The strategy behind acquiring Pedestrian and Time Out
🎥 Turning audience scale into shareholder value
🇦🇺 Building Australia`s next media consolidator
Pengana Private Equity Trust (ASX:PE1) is a diversified portfolio of institutional-quality global private equity and private credit opportunities typically reserved for large institutional investors, made available to Australian investors through the ASX. Following a positive May return the diversified portfolio continues to benefit from exposure to high-growth private companies including SpaceX (pre-IPO), Anthropic, OpenAI and Osaic, while expanding into new investments such as Diverzify and Lifeways. With SpaceX now officially one of the largest IPOs in history and enterprise AI leaders accelerating growth, William Dougall, Investment Specialist at Pengana Capital Group, discusses how PE1 and the newly launched Pengana AI Private Opportunities Trust (ASX:AIX) are positioning investors for the next generation of global innovation.
🛰️ SpaceX and the dawn of the mega IPO era
🤖 Beyond SpaceX: Why companies like Anthropic and enterprise AI are the next opportunity
🚀 The launch of Pengana Private AI Opportunities Trust (ASX:AIX)
Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). General information only. Past performance is not a reliable indicator of future performance. Investments carry risk.
Pengana Private Equity Trust (ASX:PE1) is a diversified portfolio of institutional-quality global private equity and private credit opportunities typically reserved for large institutional investors, made available to Australian investors through the ASX. Following a positive May return the diversified portfolio continues to benefit from exposure to high-growth private companies including SpaceX (pre-IPO), Anthropic, OpenAI and Osaic, while expanding into new investments such as Diverzify and Lifeways. With SpaceX now officially one of the largest IPOs in history and enterprise AI leaders accelerating growth, William Dougall, Investment Specialist at Pengana Capital Group, discusses how PE1 and the newly launched Pengana AI Private Opportunities Trust (ASX:AIX) are positioning investors for the next generation of global innovation.
🛰️ SpaceX and the dawn of the mega IPO era
🤖 Beyond SpaceX: Why companies like Anthropic and enterprise AI are the next opportunity
🚀 The launch of Pengana Private AI Opportunities Trust (ASX:AIX)
Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). General information only. Past performance is not a reliable indicator of future performance. Investments carry risk.
Aerometrex (ASX:AMX) has secured two off-the-shelf data licensing agreements worth a combined $1.07 million with artificial intelligence technology companies Zeromatter Technologies and Neara. These agreements align with the growing demand for real-world spatial datasets used in AI model training and simulation.
🤖 AI data contracts secured: Aerometrex signed agreements with US-based autonomous simulation company Zeromatter Technologies and digital twin platform provider Neara, with both contracts expected to be invoiced and paid before the end of the company’s FY26 reporting period.
🌏 Existing datasets unlock new revenue: Zeromatter will licence 3D datasets from Aerometrex’s existing US and ANZ catalogues to support autonomous simulation training, while Neara will use Aerometrex’s LiDAR imagery to enhance AI-driven utility network models.
📊 Positioned for growing AI demand: Aerometrex’s extensive catalogue of spatial data, combining volume, geographic coverage and high accuracy, is increasingly being used as foundation training data for AI applications that require real-world environmental understanding.
“For AI developers and simulation companies, the quality of training data is everything. Aerometrex`s combination of data volume, richness, spatial accuracy and geographic breadth provides the best foundation available for training models that need to understand the real world.” - Aerometrex Managing Director and CEO Robert Veitch
Aerometrex (ASX:AMX) has secured two off-the-shelf data licensing agreements worth a combined $1.07 million with artificial intelligence technology companies Zeromatter Technologies and Neara. These agreements align with the growing demand for real-world spatial datasets used in AI model training and simulation.
🤖 AI data contracts secured: Aerometrex signed agreements with US-based autonomous simulation company Zeromatter Technologies and digital twin platform provider Neara, with both contracts expected to be invoiced and paid before the end of the company’s FY26 reporting period.
🌏 Existing datasets unlock new revenue: Zeromatter will licence 3D datasets from Aerometrex’s existing US and ANZ catalogues to support autonomous simulation training, while Neara will use Aerometrex’s LiDAR imagery to enhance AI-driven utility network models.
📊 Positioned for growing AI demand: Aerometrex’s extensive catalogue of spatial data, combining volume, geographic coverage and high accuracy, is increasingly being used as foundation training data for AI applications that require real-world environmental understanding.
“For AI developers and simulation companies, the quality of training data is everything. Aerometrex`s combination of data volume, richness, spatial accuracy and geographic breadth provides the best foundation available for training models that need to understand the real world.” - Aerometrex Managing Director and CEO Robert Veitch
The "Magnificent 7" have been a major driver of stock market returns - Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla. It now looks as though the club is about to get bigger with new label going around coined by research firm Vanda.
Meet the FAB 10, the original seven plus three new giants: SpaceX, which just listed at $1.75 trillion, and the two biggest names in AI, OpenAI and Anthropic, which are both planning IPOs this year worth about $2 trillion combined.
When a company joins this club, index funds are forced to buy it and most super funds track those indices, meaning retirement money buys in automatically after the companies start trading publicly. It now looks like the group of seven companies that shaped the last decade is about to become ten.
#stocks #Magnificent7 #FAB10 #AI #tech
The "Magnificent 7" have been a major driver of stock market returns - Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla. It now looks as though the club is about to get bigger with new label going around coined by research firm Vanda.
Meet the FAB 10, the original seven plus three new giants: SpaceX, which just listed at $1.75 trillion, and the two biggest names in AI, OpenAI and Anthropic, which are both planning IPOs this year worth about $2 trillion combined.
When a company joins this club, index funds are forced to buy it and most super funds track those indices, meaning retirement money buys in automatically after the companies start trading publicly. It now looks like the group of seven companies that shaped the last decade is about to become ten.
#stocks #Magnificent7 #FAB10 #AI #tech
Memphasys (ASX:MEM) has signed a 12-month exclusive national supply agreement with Monash IVF Group for its Felix™ automated sperm selection system. This represents the largest commercial agreement for the technology to date and advances the company’s Australian commercialisation strategy.
🧬 Major commercial agreement secured: The agreement follows a decade-long collaboration between Memphasys and Monash IVF, including the pivotal Felix™ clinical trial completed in 2025, and enables immediate commercial deployment following Felix™’s inclusion on the Australian Register of Therapeutic Goods.
🏥 National rollout across IVF network: Felix™ will initially be deployed at two Monash IVF clinics before expanding across the group’s Australian network of 22 clinics, subject to successful completion of the rollout phase. Monash IVF conducted 12,085 stimulated IVF cycles in 2025.
📈 Recurring revenue and market expansion: The agreement provides a pathway for recurring revenue through the supply of Felix™ cartridges and consoles, while establishing Monash IVF as a key reference customer to support broader adoption across Australia and international markets.
“Executing this agreement with Monash IVF is a significant commercial milestone for Memphasys, validating both the clinical value of Felix™ and our commercialisation strategy.” - Marjan Mikel, Chair of the Commercialisation Committee at Memphasys
Memphasys (ASX:MEM) has signed a 12-month exclusive national supply agreement with Monash IVF Group for its Felix™ automated sperm selection system. This represents the largest commercial agreement for the technology to date and advances the company’s Australian commercialisation strategy.
🧬 Major commercial agreement secured: The agreement follows a decade-long collaboration between Memphasys and Monash IVF, including the pivotal Felix™ clinical trial completed in 2025, and enables immediate commercial deployment following Felix™’s inclusion on the Australian Register of Therapeutic Goods.
🏥 National rollout across IVF network: Felix™ will initially be deployed at two Monash IVF clinics before expanding across the group’s Australian network of 22 clinics, subject to successful completion of the rollout phase. Monash IVF conducted 12,085 stimulated IVF cycles in 2025.
📈 Recurring revenue and market expansion: The agreement provides a pathway for recurring revenue through the supply of Felix™ cartridges and consoles, while establishing Monash IVF as a key reference customer to support broader adoption across Australia and international markets.
“Executing this agreement with Monash IVF is a significant commercial milestone for Memphasys, validating both the clinical value of Felix™ and our commercialisation strategy.” - Marjan Mikel, Chair of the Commercialisation Committee at Memphasys
The Reserve Bank of Australia (RBA) just kept Australia’s key cash rate on hold at 4.35% and it’s being described as a “hawkish hold”.
In central-bank speak, there are hawks and doves. Doves want lower rates, they care about growth while hawks worry about inflation, and they`re ready to raise rates to crush it.
A hawkish hold is when the bank doesn`t move rates today but makes it clear that it`s leaning towards hiking next time. Next time you see "rates on hold," ask the real question: hawkish, or dovish? That one word will tell you what might be coming next.
#stocks #investing #rates #economy #money
The Reserve Bank of Australia (RBA) just kept Australia’s key cash rate on hold at 4.35% and it’s being described as a “hawkish hold”.
In central-bank speak, there are hawks and doves. Doves want lower rates, they care about growth while hawks worry about inflation, and they`re ready to raise rates to crush it.
A hawkish hold is when the bank doesn`t move rates today but makes it clear that it`s leaning towards hiking next time. Next time you see "rates on hold," ask the real question: hawkish, or dovish? That one word will tell you what might be coming next.
#stocks #investing #rates #economy #money
AI company Anthropic was just forced by the US government to switch off its two most powerful new models, Fable 5 and Mythos 5. The US government seems to believe that in the wrong hands, these models could be cyber weapons and has banned access to the models by foreign nationals.
The move may also relate to the very public feud between Anthropic and the Pentagon that erupted earlier this year. Either way the timing is brutal because Anthropic is planning an IPO, and a government pulling your flagship new products overnight is the kind of risk investors hate.
#tech #AI #US #stocks #fintok
AI company Anthropic was just forced by the US government to switch off its two most powerful new models, Fable 5 and Mythos 5. The US government seems to believe that in the wrong hands, these models could be cyber weapons and has banned access to the models by foreign nationals.
The move may also relate to the very public feud between Anthropic and the Pentagon that erupted earlier this year. Either way the timing is brutal because Anthropic is planning an IPO, and a government pulling your flagship new products overnight is the kind of risk investors hate.
#tech #AI #US #stocks #fintok
Archer Materials (ASX:AXE) has provided an update on its quantum technology strategy. It highlighted the company’s progress across quantum computing, quantum machine learning, sensing and semiconductor-enabled medical diagnostics, as well as its efforts to deliver a key qubit development milestone by the third quarter of calendar 2026.
⚛️ Qubit development and manufacturing scale-up: Archer Materials remains on track to demonstrate a working qubit by the third quarter of calendar 2026 and has progressed beyond laboratory-scale devices toward wafer-scale manufacturing. The company has completed initial full-wafer graphene manufacturing runs and commenced testing to support scalable semiconductor production.
🧠 Quantum machine learning milestone achieved: Archer Materials reported successful benchmarking of its quantum machine learning fraud detection project, with its quantum neural network demonstrating competitive performance on both quantum simulators and commercial quantum hardware through AWS Braket.
🚀 Strategic growth opportunities under review: Archer is assessing potential acquisitions, intellectual property opportunities and technology collaborations aligned with its quantum strategy. The company is currently in discussions with several technology companies and institutions regarding possible transactions, partnerships and IP opportunities, although no agreements have been finalised.
“Quantum technology is moving rapidly from a research theme into a strategic global industry. Archer has been building its quantum technology capability for many years. We are now seeing that strategy come together across qubit development, quantum sensing, quantum machine learning and semiconductor-enabled medical diagnostics.” - Archer Materials CEO
Archer Materials (ASX:AXE) has provided an update on its quantum technology strategy. It highlighted the company’s progress across quantum computing, quantum machine learning, sensing and semiconductor-enabled medical diagnostics, as well as its efforts to deliver a key qubit development milestone by the third quarter of calendar 2026.
⚛️ Qubit development and manufacturing scale-up: Archer Materials remains on track to demonstrate a working qubit by the third quarter of calendar 2026 and has progressed beyond laboratory-scale devices toward wafer-scale manufacturing. The company has completed initial full-wafer graphene manufacturing runs and commenced testing to support scalable semiconductor production.
🧠 Quantum machine learning milestone achieved: Archer Materials reported successful benchmarking of its quantum machine learning fraud detection project, with its quantum neural network demonstrating competitive performance on both quantum simulators and commercial quantum hardware through AWS Braket.
🚀 Strategic growth opportunities under review: Archer is assessing potential acquisitions, intellectual property opportunities and technology collaborations aligned with its quantum strategy. The company is currently in discussions with several technology companies and institutions regarding possible transactions, partnerships and IP opportunities, although no agreements have been finalised.
“Quantum technology is moving rapidly from a research theme into a strategic global industry. Archer has been building its quantum technology capability for many years. We are now seeing that strategy come together across qubit development, quantum sensing, quantum machine learning and semiconductor-enabled medical diagnostics.” - Archer Materials CEO
Space Exploration Technologies Corp (NASDAQ:SPCX) has become the largest IPO in history, and having floated SpaceX at around a $2 trillion valuation, the founder Elon Musk has himself become the world`s first trillionaire.
The spaceflight, telecommunications, and AI company lifted 19% on its first day of trade on the Nasdaq, showing that investors see SpaceX as more than just rockets but a key player in AI infrastructure, connectivity and data.
The blockbuster listing comes as fellow mega-tech giants OpenAI and Anthropic prepare to possibly go public, and with SpaceX`s multi trillion dollar valuation, this is why you`ll be hearing we`re in the era of “The Mega IPO”.
#elonmusk #IPO #SPCX #fintok #SpaceX
Space Exploration Technologies Corp (NASDAQ:SPCX) has become the largest IPO in history, and having floated SpaceX at around a $2 trillion valuation, the founder Elon Musk has himself become the world`s first trillionaire.
The spaceflight, telecommunications, and AI company lifted 19% on its first day of trade on the Nasdaq, showing that investors see SpaceX as more than just rockets but a key player in AI infrastructure, connectivity and data.
The blockbuster listing comes as fellow mega-tech giants OpenAI and Anthropic prepare to possibly go public, and with SpaceX`s multi trillion dollar valuation, this is why you`ll be hearing we`re in the era of “The Mega IPO”.
#elonmusk #IPO #SPCX #fintok #SpaceX
Oracle Corp (NYSE:ORCL) has reported record results as demand for AI and cloud computing continues to surge, generating US$19.2 billion in quarterly revenue, with its cloud infrastructure business almost doubling compared with a year ago.
As businesses around the world are spending billions on AI technology Oracle is becoming a major provider of the computing power behind it. This shows the AI boom is expanding beyond chipmakers to cloud companies, building and operating the infrastructure powering artificial intelligence.
#tech #AI #fintok #NYSE #wallstreet
Oracle Corp (NYSE:ORCL) has reported record results as demand for AI and cloud computing continues to surge, generating US$19.2 billion in quarterly revenue, with its cloud infrastructure business almost doubling compared with a year ago.
As businesses around the world are spending billions on AI technology Oracle is becoming a major provider of the computing power behind it. This shows the AI boom is expanding beyond chipmakers to cloud companies, building and operating the infrastructure powering artificial intelligence.
#tech #AI #fintok #NYSE #wallstreet
Microba Life Sciences (ASX:MAP) has completed a $5 million share placement that will support its path to cashflow break-even. This as the company continues to accelerate growth across its diagnostics business and advance its therapeutics pipeline.
🧬 $5 million placement completed: The capital raise attracted strong support from institutional and sophisticated investors, including strategic shareholder Sonic Healthcare, which committed $1.5 million as part of the placement.
📈 Strong diagnostics growth continues: Microba Life Sciences reported 11 consecutive quarters of core testing sales growth, with core testing sales increasing 106% over the past 12 months, supported by growing healthcare clinic contracts in Australia and continued expansion in the United Kingdom.
🚀 Break-even pathway and new product catalyst: The company said the funding, combined with streamlined AI-enhanced operations, supports a pathway to company-wide cashflow break-even on a run-rate basis in calendar 2027, while a new category-defining testing product remains on track for launch in the third quarter of calendar 2026.
“This funding positions us to achieve group cashflow break-even on a run-rate basis in 2027 whilst continuing to accelerate core Diagnostics growth, delivery of a major new test release in Q3 CY26, and progress to partner our Therapeutic assets.” - Microba Life Sciences Chair Pasquale Rombola
Microba Life Sciences (ASX:MAP) has completed a $5 million share placement that will support its path to cashflow break-even. This as the company continues to accelerate growth across its diagnostics business and advance its therapeutics pipeline.
🧬 $5 million placement completed: The capital raise attracted strong support from institutional and sophisticated investors, including strategic shareholder Sonic Healthcare, which committed $1.5 million as part of the placement.
📈 Strong diagnostics growth continues: Microba Life Sciences reported 11 consecutive quarters of core testing sales growth, with core testing sales increasing 106% over the past 12 months, supported by growing healthcare clinic contracts in Australia and continued expansion in the United Kingdom.
🚀 Break-even pathway and new product catalyst: The company said the funding, combined with streamlined AI-enhanced operations, supports a pathway to company-wide cashflow break-even on a run-rate basis in calendar 2027, while a new category-defining testing product remains on track for launch in the third quarter of calendar 2026.
“This funding positions us to achieve group cashflow break-even on a run-rate basis in 2027 whilst continuing to accelerate core Diagnostics growth, delivery of a major new test release in Q3 CY26, and progress to partner our Therapeutic assets.” - Microba Life Sciences Chair Pasquale Rombola
Environmental Clean Technologies Limited (ASX:ECT) has commenced a strategic commercialisation review of its proprietary COLDry® technology, assessing a range of pathways to bring it to market and maximise shareholder value. COLDry is a low-temperature lignite processing technology capable of producing value-added products for applications including agriculture.
🌱 Commercialisation review underway: Environmental Clean Technologies has engaged RSM Corporate Australia to provide an independent assessment of potential commercialisation pathways for COLDry, including licensing opportunities, partnerships, alternative applications and commercial structures.
🏭 Expanding market opportunities: The review will examine both Environmental Clean Technologies’ existing commercial relationships and broader opportunities for COLDry.
🤝 Strategic partnerships under review: Environmental Clean Technologies will also assess its ongoing relationship with Zero Quest, which is developing fertiliser products incorporating COLDry technology, as part of the broader evaluation of future commercial opportunities.
“ECT has spent more than two decades developing COLDry and we believe the technology has reached an important stage in its commercial development. This review is intended to ensure the Board considers the full range of opportunities available to maximise value from the technology.” - Environmental Clean Technologies Executive Chairman Faldi Ismail
Environmental Clean Technologies Limited (ASX:ECT) has commenced a strategic commercialisation review of its proprietary COLDry® technology, assessing a range of pathways to bring it to market and maximise shareholder value. COLDry is a low-temperature lignite processing technology capable of producing value-added products for applications including agriculture.
🌱 Commercialisation review underway: Environmental Clean Technologies has engaged RSM Corporate Australia to provide an independent assessment of potential commercialisation pathways for COLDry, including licensing opportunities, partnerships, alternative applications and commercial structures.
🏭 Expanding market opportunities: The review will examine both Environmental Clean Technologies’ existing commercial relationships and broader opportunities for COLDry.
🤝 Strategic partnerships under review: Environmental Clean Technologies will also assess its ongoing relationship with Zero Quest, which is developing fertiliser products incorporating COLDry technology, as part of the broader evaluation of future commercial opportunities.
“ECT has spent more than two decades developing COLDry and we believe the technology has reached an important stage in its commercial development. This review is intended to ensure the Board considers the full range of opportunities available to maximise value from the technology.” - Environmental Clean Technologies Executive Chairman Faldi Ismail
The biggest IPO in history starts trading on Friday, SpaceX, priced at $135 a share with a valuation of about USD $1.75 trillion, making it one of the ten most valuable companies on in the world. Last year SpaceX made $18.7 billion in revenue but lost almost $5 billion. It’s high-speed internet group Starlink prints money, but the AI side of the business is burning billions each quarter.
Morningstar says SpaceX is worth $780 billion, which is almost $1 trillion lower than where the IPO pricing landed. When record demand meets a record price, who is right — the crowd, or the calculators? Space Exploration Technologies Corp (NASDAQ:SPCX) will list on the Nasdaq with a ticker code of SPCX.
#SpaceX #IPO #ElonMusk #stocks #tech
The biggest IPO in history starts trading on Friday, SpaceX, priced at $135 a share with a valuation of about USD $1.75 trillion, making it one of the ten most valuable companies on in the world. Last year SpaceX made $18.7 billion in revenue but lost almost $5 billion. It’s high-speed internet group Starlink prints money, but the AI side of the business is burning billions each quarter.
Morningstar says SpaceX is worth $780 billion, which is almost $1 trillion lower than where the IPO pricing landed. When record demand meets a record price, who is right — the crowd, or the calculators? Space Exploration Technologies Corp (NASDAQ:SPCX) will list on the Nasdaq with a ticker code of SPCX.
#SpaceX #IPO #ElonMusk #stocks #tech
Australia’s media landscape is changing with deals around every corner. This week Vinyl Group (ASX:VNL) has announced two acquisitions, starting the week with buying Pedestrian then following up with Time Out.
The Pedestrian acquisition is being acquired from Nine Digital for a nominal consideration. Vinyl says Pedestrian is one of Australia’s most recognised original youth media brands and Time Out one of the world’s most iconic culture brands.
This comes after Vinyl bought Val Morgan Digital, the local publisher of Buzzfeed, Ladbible and PopSugar, for $10.5m in cash and shares in March 2026. Vinyl believes the future of media is not just reaching big audiences but integrating brands and cultural moments.
#media #finance #money #stocks #future
Australia’s media landscape is changing with deals around every corner. This week Vinyl Group (ASX:VNL) has announced two acquisitions, starting the week with buying Pedestrian then following up with Time Out.
The Pedestrian acquisition is being acquired from Nine Digital for a nominal consideration. Vinyl says Pedestrian is one of Australia’s most recognised original youth media brands and Time Out one of the world’s most iconic culture brands.
This comes after Vinyl bought Val Morgan Digital, the local publisher of Buzzfeed, Ladbible and PopSugar, for $10.5m in cash and shares in March 2026. Vinyl believes the future of media is not just reaching big audiences but integrating brands and cultural moments.
#media #finance #money #stocks #future
Imugene Limited (ASX:IMU) has received FDA Fast Track Designation for its allogeneic CAR T-cell therapy azer-cel in two blood cancer indications, relapsed or refractory Chronic Lymphocytic Leukaemia/Small Lymphocytic Lymphoma (CLL/SLL) and relapsed or refractory Marginal Zone Lymphoma (MZL). This development supports an expedited regulatory pathway for the company’s azer-cel therapy.
🩸 FDA Fast Track Designation: azer-cel has been granted Fast Track Designation for both CLL/SLL and MZL, providing opportunities for more frequent FDA engagement, rolling review and potential eligibility for Accelerated Approval and Priority Review.
📊 Encouraging clinical results: Phase 1b data showed a 100% overall response rate (ORR) in the CAR T-naive CLL/SLL cohort, while updated MZL data demonstrated an 83% ORR, including four complete responses.
⚡ Off-the-shelf CAR T approach: azer-cel is a donor-derived, CD19-targeting CAR T-cell therapy designed to be available within days, potentially overcoming the manufacturing delays associated with traditional autologous CAR T treatments.
“FDA Fast Track Designation for both CLL/SLL and MZL reflects the meaningful clinical activity we are seeing with azer-cel across multiple B-cell malignancies.” - Imugene Managing Director and CEO Leslie Chong
Imugene Limited (ASX:IMU) has received FDA Fast Track Designation for its allogeneic CAR T-cell therapy azer-cel in two blood cancer indications, relapsed or refractory Chronic Lymphocytic Leukaemia/Small Lymphocytic Lymphoma (CLL/SLL) and relapsed or refractory Marginal Zone Lymphoma (MZL). This development supports an expedited regulatory pathway for the company’s azer-cel therapy.
🩸 FDA Fast Track Designation: azer-cel has been granted Fast Track Designation for both CLL/SLL and MZL, providing opportunities for more frequent FDA engagement, rolling review and potential eligibility for Accelerated Approval and Priority Review.
📊 Encouraging clinical results: Phase 1b data showed a 100% overall response rate (ORR) in the CAR T-naive CLL/SLL cohort, while updated MZL data demonstrated an 83% ORR, including four complete responses.
⚡ Off-the-shelf CAR T approach: azer-cel is a donor-derived, CD19-targeting CAR T-cell therapy designed to be available within days, potentially overcoming the manufacturing delays associated with traditional autologous CAR T treatments.
“FDA Fast Track Designation for both CLL/SLL and MZL reflects the meaningful clinical activity we are seeing with azer-cel across multiple B-cell malignancies.” - Imugene Managing Director and CEO Leslie Chong
Chariot Resources (ASX:CC9) has significantly expanded its strategic position in the McDermitt Caldera after staking 573 additional claims at its Resurgent East Project in Nevada-Oregon. The move nearly doubles the Company’s landholding following a disciplined consolidation during the lithium downturn and strengthens its exposure alongside major neighbouring developments including Thacker Pass and Jindalee’s McDermitt Project. Chariot Resources Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the expanded land position, the improving lithium market and the Company’s plans to unlock the potential of Resurgent.
🪓 Strategic expansion at Resurgent East
Positioned in a globally significant lithium district
🚀 Preparing for the next phase of growth
Chariot Resources (ASX:CC9) has significantly expanded its strategic position in the McDermitt Caldera after staking 573 additional claims at its Resurgent East Project in Nevada-Oregon. The move nearly doubles the Company’s landholding following a disciplined consolidation during the lithium downturn and strengthens its exposure alongside major neighbouring developments including Thacker Pass and Jindalee’s McDermitt Project. Chariot Resources Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the expanded land position, the improving lithium market and the Company’s plans to unlock the potential of Resurgent.
🪓 Strategic expansion at Resurgent East
Positioned in a globally significant lithium district
🚀 Preparing for the next phase of growth
Did you know some stocks market have an emergency off switch and on Monday, South Korea used theirs. The Kospi, Korea`s main index, was in freefall. Down more than 8% within the first hour.
So the exchange did something drastic and stopped everything. That`s called a circuit breaker. Here`s how Korea`s works: if the index stays 8% or more below yesterday`s close for a full minute trading halts for 20 minutes. No buying. No selling. Forced time-out.
Falling prices trigger automatic selling, which triggers more falling. Machines panic faster than people. America has one too, the US market freezes if the S&P 500 falls 7%, but Australia doesn`t. The ASX made a deliberate choice to have no master off switch. Instead, it pauses individual stocks that move too violently, and lets the market as a whole keep trading.
The thinking: in a panic, investors need the exits open, not locked.
#finance #stocks #ASX #investing #fintok
Did you know some stocks market have an emergency off switch and on Monday, South Korea used theirs. The Kospi, Korea`s main index, was in freefall. Down more than 8% within the first hour.
So the exchange did something drastic and stopped everything. That`s called a circuit breaker. Here`s how Korea`s works: if the index stays 8% or more below yesterday`s close for a full minute trading halts for 20 minutes. No buying. No selling. Forced time-out.
Falling prices trigger automatic selling, which triggers more falling. Machines panic faster than people. America has one too, the US market freezes if the S&P 500 falls 7%, but Australia doesn`t. The ASX made a deliberate choice to have no master off switch. Instead, it pauses individual stocks that move too violently, and lets the market as a whole keep trading.
The thinking: in a panic, investors need the exits open, not locked.
#finance #stocks #ASX #investing #fintok
Exchange Traded Funds (ETFs) have become one of the fastest-growing investment vehicles globally, yet many investors are still unsure how they work, how to use them, and where to start. In this ETF Education Spotlight, presented in partnership with Women in ETFs, The Stock Network’s Lel Smits is joined by Claudia Catalanotto, Sales Operations Manager at VanEck, to break down the fundamentals of ETFs, explain why they’ve become so popular with investors, and provide practical education for those looking to better understand the product.
📘 ETF 101: What is an ETF and why are they growing so quickly?
🧩 Understanding the different types of ETFs
💡 What investors should know before buying an ETF
📋 Common misconceptions around ETFs
📈 Building a portfolio with ETFs
Please note: investing in ETFs carries risks. Not personal advice.
Exchange Traded Funds (ETFs) have become one of the fastest-growing investment vehicles globally, yet many investors are still unsure how they work, how to use them, and where to start. In this ETF Education Spotlight, presented in partnership with Women in ETFs, The Stock Network’s Lel Smits is joined by Claudia Catalanotto, Sales Operations Manager at VanEck, to break down the fundamentals of ETFs, explain why they’ve become so popular with investors, and provide practical education for those looking to better understand the product.
📘 ETF 101: What is an ETF and why are they growing so quickly?
🧩 Understanding the different types of ETFs
💡 What investors should know before buying an ETF
📋 Common misconceptions around ETFs
📈 Building a portfolio with ETFs
Please note: investing in ETFs carries risks. Not personal advice.
Boresight has listed on the ASX with the ticker code of BST. The company is a provider of Target Drones to western and allied militaries. These Drones emulate real world threats in a reliable and repeatable manner, and are sold at a price point that supports live-fire, testing, destructive evaluation and training without placing undue pressure on defence budgets. Considerable investment has already been made into the optimisation of the manufacture of the Target Drones. Boresight plans to use the proceeds of its IPO raise to fund expansion of its engineering and production teams, ramp up production in the United States, increase its additive manufacturing capacity and further vertically integrate operations.
Media: The Stock Network, @lelsmits
Boresight has listed on the ASX with the ticker code of BST. The company is a provider of Target Drones to western and allied militaries. These Drones emulate real world threats in a reliable and repeatable manner, and are sold at a price point that supports live-fire, testing, destructive evaluation and training without placing undue pressure on defence budgets. Considerable investment has already been made into the optimisation of the manufacture of the Target Drones. Boresight plans to use the proceeds of its IPO raise to fund expansion of its engineering and production teams, ramp up production in the United States, increase its additive manufacturing capacity and further vertically integrate operations.
Media: The Stock Network, @lelsmits
Alterity Therapeutics (ASX:ATH) has achieved alignment with the U.S. FDA on the design of its pivotal Phase 3 program for ATH434 in Multiple System Atrophy (MSA), advancing the drug candidate toward possible regulatory approval. ATH434 is a potential treatment for MSA, a rare and rapidly progressive neurodegenerative disease with no currently approved therapies.
🧠 FDA alignment achieved: The FDA agreed with key elements of the Phase 3 trial design, including the study population, treatment duration, primary endpoint and proposed 50mg twice-daily dosing regimen.
📊 Strong Phase 2 foundation: ATH434 previously demonstrated a 48% slowing of disease progression versus placebo on the Unified Multiple System Atrophy Rating Scale (UMSARS) Part I scale, with clinically and statistically significant efficacy at the selected dose.
🚀 Phase 3 preparations underway: Alterity Therapeutics remains on track to initiate Phase 3 trial activities by the end of 2026, with the program representing the final stage of clinical development before a potential FDA submission.
“Achieving alignment with FDA at the End-of-Phase 2 meeting is a critical step for our Phase 3 program in MSA, providing the clarity we need to advance to this next stage.” - Dr David Stamler, Alterity Therapeutics CEO
Alterity Therapeutics (ASX:ATH) has achieved alignment with the U.S. FDA on the design of its pivotal Phase 3 program for ATH434 in Multiple System Atrophy (MSA), advancing the drug candidate toward possible regulatory approval. ATH434 is a potential treatment for MSA, a rare and rapidly progressive neurodegenerative disease with no currently approved therapies.
🧠 FDA alignment achieved: The FDA agreed with key elements of the Phase 3 trial design, including the study population, treatment duration, primary endpoint and proposed 50mg twice-daily dosing regimen.
📊 Strong Phase 2 foundation: ATH434 previously demonstrated a 48% slowing of disease progression versus placebo on the Unified Multiple System Atrophy Rating Scale (UMSARS) Part I scale, with clinically and statistically significant efficacy at the selected dose.
🚀 Phase 3 preparations underway: Alterity Therapeutics remains on track to initiate Phase 3 trial activities by the end of 2026, with the program representing the final stage of clinical development before a potential FDA submission.
“Achieving alignment with FDA at the End-of-Phase 2 meeting is a critical step for our Phase 3 program in MSA, providing the clarity we need to advance to this next stage.” - Dr David Stamler, Alterity Therapeutics CEO
Three major private equity firms are in a bidding war over oOh!media (ASX:OML) who makes the billboards you walk past every day. oOh!media runs more than 37,000 ad sites across Australia and New Zealand - the station screens, the shopping-centre posters, the bus-stop signs. First Pacific Equity Partners bid $1.40 a share, then I Squared Capital topped it with $1.45, and now a third has jumped in with the exact offer yet to be disclosed.
So why the frenzy? Because in a world where we skip ads, block ads, and pay to avoid ads the billboard is the one ad you can`t escape. No skip button. No ad-blocker. Ads that are just "there" while you wait for the train. That`s rare now. And rare things can attract big money.
#money #fintok #stocks #advertising #sales
Three major private equity firms are in a bidding war over oOh!media (ASX:OML) who makes the billboards you walk past every day. oOh!media runs more than 37,000 ad sites across Australia and New Zealand - the station screens, the shopping-centre posters, the bus-stop signs. First Pacific Equity Partners bid $1.40 a share, then I Squared Capital topped it with $1.45, and now a third has jumped in with the exact offer yet to be disclosed.
So why the frenzy? Because in a world where we skip ads, block ads, and pay to avoid ads the billboard is the one ad you can`t escape. No skip button. No ad-blocker. Ads that are just "there" while you wait for the train. That`s rare now. And rare things can attract big money.
#money #fintok #stocks #advertising #sales
Ionic Rare Earths (ASX:IXR) is positioning itself at the centre of the global push for secure and sustainable rare earth supply chains through its patented magnet recycling and refining technology. Through its wholly owned subsidiary Ionic Technologies, the company is developing a commercial-scale rare earth recycling facility in Belfast while expanding partnerships across the United States and Europe to establish a traceable, ex-China supply chain for critical materials. Ionic Rare Earths Managing Director Tim Harrison joins The Stock Network`s Lel Smits to discuss the company`s technology, recent U.S. defence-related agreements and the growing strategic importance of rare earth recycling.
🌏 Building a Western rare earth supply chain
⚙️ Commercialising Ionic Technologies
🇺🇸 U.S. defence and advanced manufacturing opportunity
♻️ Closing the loop through recycling
🚀 Growth outlook and global expansion
Ionic Rare Earths (ASX:IXR) is positioning itself at the centre of the global push for secure and sustainable rare earth supply chains through its patented magnet recycling and refining technology. Through its wholly owned subsidiary Ionic Technologies, the company is developing a commercial-scale rare earth recycling facility in Belfast while expanding partnerships across the United States and Europe to establish a traceable, ex-China supply chain for critical materials. Ionic Rare Earths Managing Director Tim Harrison joins The Stock Network`s Lel Smits to discuss the company`s technology, recent U.S. defence-related agreements and the growing strategic importance of rare earth recycling.
🌏 Building a Western rare earth supply chain
⚙️ Commercialising Ionic Technologies
🇺🇸 U.S. defence and advanced manufacturing opportunity
♻️ Closing the loop through recycling
🚀 Growth outlook and global expansion
Island Pharmaceuticals (ASX:ILA) has commenced Good Manufacturing Practice (GMP) manufacturing of Galidesivir, advancing the antiviral candidate toward pivotal studies under the US FDA’s Animal Rule pathway and supporting broader biodefence and outbreak response opportunities.
🧪 Manufacturing milestone: GMP manufacturing is underway with PI Health Sciences, providing the clinical-grade Galidesivir required for planned pivotal efficacy studies and future regulatory submissions.
🛡️ Biodefence opportunity: The program strengthens Island Pharmaceuticals’ ability to pursue biodefence, pandemic preparedness and emerging infectious disease opportunities, including potential applications against Marburg and Ebola virus outbreaks.
📈 Commercialisation pathway: The manufacturing campaign establishes the quality, analytical and production systems needed to support future approval processes, government procurement opportunities and late-stage development.
“The commencement of GMP manufacturing is a significant milestone and represents another important step in the commercialisation pathway for Galidesivir.” - Dr David Foster, Island Pharmaceuticals CEO and Managing Director
Island Pharmaceuticals (ASX:ILA) has commenced Good Manufacturing Practice (GMP) manufacturing of Galidesivir, advancing the antiviral candidate toward pivotal studies under the US FDA’s Animal Rule pathway and supporting broader biodefence and outbreak response opportunities.
🧪 Manufacturing milestone: GMP manufacturing is underway with PI Health Sciences, providing the clinical-grade Galidesivir required for planned pivotal efficacy studies and future regulatory submissions.
🛡️ Biodefence opportunity: The program strengthens Island Pharmaceuticals’ ability to pursue biodefence, pandemic preparedness and emerging infectious disease opportunities, including potential applications against Marburg and Ebola virus outbreaks.
📈 Commercialisation pathway: The manufacturing campaign establishes the quality, analytical and production systems needed to support future approval processes, government procurement opportunities and late-stage development.
“The commencement of GMP manufacturing is a significant milestone and represents another important step in the commercialisation pathway for Galidesivir.” - Dr David Foster, Island Pharmaceuticals CEO and Managing Director
The President of the United States just told us stocks should be going up after America released its monthly jobs report on Friday, but Wall Street didn’t agree with the tech-heavy Nasdaq falling more than 4% - its biggest fall in more than a year.
Following the report Trump said on his Truth Social platform, "stocks should go up, not down”. The crash was driven by a sell-off in the chip sector following the better-than-expected jobs report.
A strong jobs report may mean a strong economy, but also interest rates staying higher for longer and the high-flying tech stocks hate high rates.
#trump #stocks #money #fintok #finance
The President of the United States just told us stocks should be going up after America released its monthly jobs report on Friday, but Wall Street didn’t agree with the tech-heavy Nasdaq falling more than 4% - its biggest fall in more than a year.
Following the report Trump said on his Truth Social platform, "stocks should go up, not down”. The crash was driven by a sell-off in the chip sector following the better-than-expected jobs report.
A strong jobs report may mean a strong economy, but also interest rates staying higher for longer and the high-flying tech stocks hate high rates.
#trump #stocks #money #fintok #finance
EBR Systems (ASX:EBR) is building a fast-growing medical device company with the world`s only leadless pacemaker technology designed to improve outcomes for heart failure patients. Following strong commercial momentum in the United States, EBR has launched a fully underwritten A$150 million capital raising to support sales expansion, manufacturing scale-up, research and development, and working capital as it targets cashflow breakeven. Andrew Shute, Chief Corporate Development Officer at EBR Systems, joins The Stock Network`s Lel Smits to discuss the company`s capital raising, growing commercial momentum, recent healthcare network agreements, progress toward broader adoption of the WiSE™ CRT System, and the key milestones ahead as EBR targets cashflow breakeven.
⚕️ Raising $150 million to fund growth
♥️ CMS initiates National Coverage Determination for WiSE
🤝 Purchasing agreements secured with HCA Healthcare, Advocate Health & CHRISTUS Health
🚀 Commercial momentum and next steps
EBR Systems (ASX:EBR) is building a fast-growing medical device company with the world`s only leadless pacemaker technology designed to improve outcomes for heart failure patients. Following strong commercial momentum in the United States, EBR has launched a fully underwritten A$150 million capital raising to support sales expansion, manufacturing scale-up, research and development, and working capital as it targets cashflow breakeven. Andrew Shute, Chief Corporate Development Officer at EBR Systems, joins The Stock Network`s Lel Smits to discuss the company`s capital raising, growing commercial momentum, recent healthcare network agreements, progress toward broader adoption of the WiSE™ CRT System, and the key milestones ahead as EBR targets cashflow breakeven.
⚕️ Raising $150 million to fund growth
♥️ CMS initiates National Coverage Determination for WiSE
🤝 Purchasing agreements secured with HCA Healthcare, Advocate Health & CHRISTUS Health
🚀 Commercial momentum and next steps
Google just broke a record that stood for 16 years. The company, trading as Alphabet Inc. (NASDAQ: GOOG, GOOGL) and valued at $4.4 trillion, raked in a whopping $84.75 billion in a capital raising, including $10 billion from Warren Buffett`s Berkshire Hathaway. The previous record was held by Brazilian oil giant Petrobras, which raised about $67 billion in 2010.
Google raised funds to expand its AI infrastructure and compute. While Warren Buffett handed over the reins last year, Berkshire is still a value-driven investor. When the most cautious name in investing joins the most expensive race in history, things are getting interesting.
#AI #stocks #fintok #finance #money
Google just broke a record that stood for 16 years. The company, trading as Alphabet Inc. (NASDAQ: GOOG, GOOGL) and valued at $4.4 trillion, raked in a whopping $84.75 billion in a capital raising, including $10 billion from Warren Buffett`s Berkshire Hathaway. The previous record was held by Brazilian oil giant Petrobras, which raised about $67 billion in 2010.
Google raised funds to expand its AI infrastructure and compute. While Warren Buffett handed over the reins last year, Berkshire is still a value-driven investor. When the most cautious name in investing joins the most expensive race in history, things are getting interesting.
#AI #stocks #fintok #finance #money
First Graphene (ASX:FGR) has entered a binding agreement to acquire the assets, intellectual property and product portfolio of US-based MITO® Material Solutions, strengthening its presence in the United States and expanding its exposure to defence, aerospace and advanced materials markets.
🇺🇸 US expansion: The acquisition establishes a direct operational and commercial platform in the United States, providing access to the world’s largest defence and advanced materials market.
🛡️ Defence opportunities: MITO’s graphene oxide and functionalised graphene technologies are used in advanced materials applications and are expected to enhance First Graphene’s exposure to emerging defence and aerospace opportunities.
📈 Immediate commercial traction: MITO brings existing revenues, established US customers and a pipeline of more than 25 clients in late-stage testing across multiple sectors.
“This acquisition provides First Graphene with a direct operational and commercial launch platform into the USA, enabling the business to accelerate revenue growth and customer adoption in the world’s largest advanced materials and defence market.” - Michael Bell, First Graphene Managing Director and CEO
First Graphene (ASX:FGR) has entered a binding agreement to acquire the assets, intellectual property and product portfolio of US-based MITO® Material Solutions, strengthening its presence in the United States and expanding its exposure to defence, aerospace and advanced materials markets.
🇺🇸 US expansion: The acquisition establishes a direct operational and commercial platform in the United States, providing access to the world’s largest defence and advanced materials market.
🛡️ Defence opportunities: MITO’s graphene oxide and functionalised graphene technologies are used in advanced materials applications and are expected to enhance First Graphene’s exposure to emerging defence and aerospace opportunities.
📈 Immediate commercial traction: MITO brings existing revenues, established US customers and a pipeline of more than 25 clients in late-stage testing across multiple sectors.
“This acquisition provides First Graphene with a direct operational and commercial launch platform into the USA, enabling the business to accelerate revenue growth and customer adoption in the world’s largest advanced materials and defence market.” - Michael Bell, First Graphene Managing Director and CEO
What is Australia’s biggest listed company? Look no further than global mining giant, BHP (ASX:BHP), now valued at more than $322 billion after recently overtaking Commonwealth Bank (ASX:CBA). Australia’s biggest bank CBA fell from the top spot but still has a value of more than $272 billion.
BHP’s winning run has been on the back of copper overtaking iron ore as its largest driver of earnings and its now the world’s largest copper producer, making up 51% of the company’s profits. Copper prices remain a key driver of BHP’s growth and have risen strongly over the past year. This demand has been driven by growing electrification, AI and data centres, and concerns about limited mine supply.
#mining #copper #stocks #fintok #money
What is Australia’s biggest listed company? Look no further than global mining giant, BHP (ASX:BHP), now valued at more than $322 billion after recently overtaking Commonwealth Bank (ASX:CBA). Australia’s biggest bank CBA fell from the top spot but still has a value of more than $272 billion.
BHP’s winning run has been on the back of copper overtaking iron ore as its largest driver of earnings and its now the world’s largest copper producer, making up 51% of the company’s profits. Copper prices remain a key driver of BHP’s growth and have risen strongly over the past year. This demand has been driven by growing electrification, AI and data centres, and concerns about limited mine supply.
#mining #copper #stocks #fintok #money
Micro-X (ASX:MX1) has commenced its multi-centre Head CT pilot study, achieving a world-first milestone with human images captured using its carbon nanotube (CNT) Cone Beam CT technology.
🧠 Human imaging milestone: Micro-X has successfully captured its first human Head CT images using its curved array CNT Cone Beam CT scanner, marking a significant technical milestone for the program.
🏥 Clinical study underway: The pilot study will evaluate image quality against conventional CT scans across 108 patients with stroke, brain tumours, intracranial haemorrhage and related conditions.
💰 Funding milestone achieved: Completion of a second Head CT test bench for the Royal Adelaide Hospital triggers a $0.4 million payment to Micro-X under its Medical Research Future Fund program.
“This milestone represents four years of relentless innovation, belief and determination from our team. Achieving first human imaging represents a significant technical milestone for the Company and for cold cathode emitter technology.” - Anthony Skeats, Micro-X Chief Operating Officer
Micro-X (ASX:MX1) has commenced its multi-centre Head CT pilot study, achieving a world-first milestone with human images captured using its carbon nanotube (CNT) Cone Beam CT technology.
🧠 Human imaging milestone: Micro-X has successfully captured its first human Head CT images using its curved array CNT Cone Beam CT scanner, marking a significant technical milestone for the program.
🏥 Clinical study underway: The pilot study will evaluate image quality against conventional CT scans across 108 patients with stroke, brain tumours, intracranial haemorrhage and related conditions.
💰 Funding milestone achieved: Completion of a second Head CT test bench for the Royal Adelaide Hospital triggers a $0.4 million payment to Micro-X under its Medical Research Future Fund program.
“This milestone represents four years of relentless innovation, belief and determination from our team. Achieving first human imaging represents a significant technical milestone for the Company and for cold cathode emitter technology.” - Anthony Skeats, Micro-X Chief Operating Officer
Alpha HPA (ASX:A4N) is an Australian specialty materials company supplying high-purity aluminium materials used in semiconductors, EV batteries, AI data centres and advanced manufacturing. With Stage Two of its HPA First Facility progressing in Gladstone, Queensland, Alpha is developing what is expected to become the world’s largest single-site high-purity aluminium facility. Alpha HPA Managing Director Rob Williamson joins Lel Smits from The Stock Network to discuss Australia’s growing role in critical materials, advanced manufacturing and the next phase of growth for Alpha HPA.
🤖 Powering AI, semiconductors and EV supply chains
🇦🇺 Building Australia’s role in future manufacturing
🏭 Scaling production and commercial momentum
Alpha HPA (ASX:A4N) is an Australian specialty materials company supplying high-purity aluminium materials used in semiconductors, EV batteries, AI data centres and advanced manufacturing. With Stage Two of its HPA First Facility progressing in Gladstone, Queensland, Alpha is developing what is expected to become the world’s largest single-site high-purity aluminium facility. Alpha HPA Managing Director Rob Williamson joins Lel Smits from The Stock Network to discuss Australia’s growing role in critical materials, advanced manufacturing and the next phase of growth for Alpha HPA.
🤖 Powering AI, semiconductors and EV supply chains
🇦🇺 Building Australia’s role in future manufacturing
🏭 Scaling production and commercial momentum
Vitrafy Life Sciences (ASX:VFY) has entered a partnership with Vitalant Innovation Center to configure its next-generation cryopreservation ecosystem for red blood cell preservation, targeting an urgent industry need as existing cryopreservation technologies approach discontinuation from 2027.
🩸 The partnership aims to address the looming challenge facing blood banks and healthcare providers as legacy technologies used to cryopreserve red blood cells are phased out with no replacement currently available.
🏥 Vitalant Innovation Center is the second-largest blood network in the United States, representing approximately 10% of the blood collection market, operating around 125 collection sites and serving more than 900 hospitals.
📈 Vitrafy Life Sciences believes the opportunity could extend beyond red blood cells into other blood products, with the Company aiming for its cryopreservation ecosystem to become the successor technology across the broader U.S. blood network.
“We see this partnership as the first of several potential civilian blood opportunities that have stemmed from the successful results in the U.S Army platelets study.” - Vitrafy Life Sciences Managing Director and CEO Brent Owens
Vitrafy Life Sciences (ASX:VFY) has entered a partnership with Vitalant Innovation Center to configure its next-generation cryopreservation ecosystem for red blood cell preservation, targeting an urgent industry need as existing cryopreservation technologies approach discontinuation from 2027.
🩸 The partnership aims to address the looming challenge facing blood banks and healthcare providers as legacy technologies used to cryopreserve red blood cells are phased out with no replacement currently available.
🏥 Vitalant Innovation Center is the second-largest blood network in the United States, representing approximately 10% of the blood collection market, operating around 125 collection sites and serving more than 900 hospitals.
📈 Vitrafy Life Sciences believes the opportunity could extend beyond red blood cells into other blood products, with the Company aiming for its cryopreservation ecosystem to become the successor technology across the broader U.S. blood network.
“We see this partnership as the first of several potential civilian blood opportunities that have stemmed from the successful results in the U.S Army platelets study.” - Vitrafy Life Sciences Managing Director and CEO Brent Owens
49 Metals (ASX:49M) has reported what it believes could be a significant breakthrough at its Gold Mountain Project in Nevada`s prolific Walker Lane Trend. The result represents the highest-grade intercept recorded at Gold Mountain to date, delivering a 227 gram-metre intercept and potentially identifying the first high-grade feeder structure within the broader epithermal gold system. 49 Metals CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the significance of the discovery, what it reveals about the broader Gold Mountain system and the key catalysts ahead.
🔎 High-Grade feeder zone discovery
What the discovery means for Gold Mountain
🪓 Next steps and upcoming catalysts
49 Metals (ASX:49M) has reported what it believes could be a significant breakthrough at its Gold Mountain Project in Nevada`s prolific Walker Lane Trend. The result represents the highest-grade intercept recorded at Gold Mountain to date, delivering a 227 gram-metre intercept and potentially identifying the first high-grade feeder structure within the broader epithermal gold system. 49 Metals CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the significance of the discovery, what it reveals about the broader Gold Mountain system and the key catalysts ahead.
🔎 High-Grade feeder zone discovery
What the discovery means for Gold Mountain
🪓 Next steps and upcoming catalysts
Metro Mining (ASX:MMI) is building its position as a key supplier to the global aluminium industry through its flagship Bauxite Hills Mine in Cape York, Queensland. With strong reserves, established operations and growing shipment capacity, the company is focused on supplying China’s expanding bauxite market as aluminium demand rises alongside the global energy transition. Ahead of presenting at Sydney Mining Club, Metro Mining CEO and Managing Director Simon Wensley joins The Stock Network’s Lel Smits to discuss the company’s long-term growth strategy, operational scale and outlook for global bauxite demand.
🛡️ Growing demand for aluminium
🪓 Scaling Bauxite Hills operations
Metro Mining (ASX:MMI) is building its position as a key supplier to the global aluminium industry through its flagship Bauxite Hills Mine in Cape York, Queensland. With strong reserves, established operations and growing shipment capacity, the company is focused on supplying China’s expanding bauxite market as aluminium demand rises alongside the global energy transition. Ahead of presenting at Sydney Mining Club, Metro Mining CEO and Managing Director Simon Wensley joins The Stock Network’s Lel Smits to discuss the company’s long-term growth strategy, operational scale and outlook for global bauxite demand.
🛡️ Growing demand for aluminium
🪓 Scaling Bauxite Hills operations
If you`ve ever used the AI assistant Claude, you’re already a customer of one of the most valuable private companies on earth and now Claude’s maker, Anthropic, has filed draft paperwork to go public. The filing comes just after Anthropic closed a US $65 billion dollar funding round, valuing the company at almost one trillion US dollars.
Anthropic’s detailed financials aren`t public because it was a confidential IPO filing but the AI arms race is moving to Wall Street, and Anthropic clearly wants to be at the front of the pack.
#AI #fintok #anthropic #claude #stocks
If you`ve ever used the AI assistant Claude, you’re already a customer of one of the most valuable private companies on earth and now Claude’s maker, Anthropic, has filed draft paperwork to go public. The filing comes just after Anthropic closed a US $65 billion dollar funding round, valuing the company at almost one trillion US dollars.
Anthropic’s detailed financials aren`t public because it was a confidential IPO filing but the AI arms race is moving to Wall Street, and Anthropic clearly wants to be at the front of the pack.
#AI #fintok #anthropic #claude #stocks
Alligator Energy (ASX:AGE) has delivered strong first field recovery trial results at its Samphire Uranium Project in South Australia, marking a key milestone for its In-Situ Recovery (ISR) development strategy. The first well pattern achieved the company’s 70% uranium recovery target, while flow rates and uranium solution grades exceeded Scoping Study assumptions. Ahead of presenting at the Sydney Mining Club, Alligator Energy CEO and Managing Director Andrea Marsland-Smith joins The Stock Network’s Lel Smits to discuss the trial results, ISR performance benchmarks and next steps at Samphire.
🪓 Recovery trial delivers strong ISR benchmarks
⚒️ Next phase of testing underway
Alligator Energy (ASX:AGE) has delivered strong first field recovery trial results at its Samphire Uranium Project in South Australia, marking a key milestone for its In-Situ Recovery (ISR) development strategy. The first well pattern achieved the company’s 70% uranium recovery target, while flow rates and uranium solution grades exceeded Scoping Study assumptions. Ahead of presenting at the Sydney Mining Club, Alligator Energy CEO and Managing Director Andrea Marsland-Smith joins The Stock Network’s Lel Smits to discuss the trial results, ISR performance benchmarks and next steps at Samphire.
🪓 Recovery trial delivers strong ISR benchmarks
⚒️ Next phase of testing underway
ReNerve Limited (ASX:RNV) has signed an exclusive three-year distribution agreement with Swedish Trading Company (STC), expanding the commercial reach of its NervAlign® nerve repair products across Hong Kong, Macau and the Greater Bay Area, a region with an addressable population of approximately 88 million people.
🌏 The agreement covers Hong Kong, Macau and the Greater Bay Area, providing ReNerve access to one of Asia’s largest and fastest-growing healthcare markets with a combined population of around 88 million people.
🏥 STC brings an established network of hospitals, surgeons and clinical partners across the region, with responsibility for the importation, warehousing, marketing, sales and distribution of ReNerve products.
📈 Initial stocking orders are already being shipped, with the exclusive agreement structured over an initial three-year term including performance milestones and renewal options.
ReNerve CEO and Managing Director Dr Julian Chick commented:
“Securing a distribution partner of STC`s calibre is a significant milestone for ReNerve and a direct result of the expanded regulatory approval we recently received across the region. STC has deep relationships with key clinical networks and hospital systems across the region, and we believe they are the ideal partner to drive rapid and effective market penetration for ReNerve.
The partnership follows ReNerve’s recently announced expansion of product approvals across the region and is expected to support broader commercialisation of the Company’s NervAlign® product range.
ReNerve is developing a portfolio of peripheral nerve repair products, led by its FDA-cleared NervAlign® Nerve Cuff, which is designed to improve outcomes for patients undergoing nerve surgery.”
ReNerve Limited (ASX:RNV) has signed an exclusive three-year distribution agreement with Swedish Trading Company (STC), expanding the commercial reach of its NervAlign® nerve repair products across Hong Kong, Macau and the Greater Bay Area, a region with an addressable population of approximately 88 million people.
🌏 The agreement covers Hong Kong, Macau and the Greater Bay Area, providing ReNerve access to one of Asia’s largest and fastest-growing healthcare markets with a combined population of around 88 million people.
🏥 STC brings an established network of hospitals, surgeons and clinical partners across the region, with responsibility for the importation, warehousing, marketing, sales and distribution of ReNerve products.
📈 Initial stocking orders are already being shipped, with the exclusive agreement structured over an initial three-year term including performance milestones and renewal options.
ReNerve CEO and Managing Director Dr Julian Chick commented:
“Securing a distribution partner of STC`s calibre is a significant milestone for ReNerve and a direct result of the expanded regulatory approval we recently received across the region. STC has deep relationships with key clinical networks and hospital systems across the region, and we believe they are the ideal partner to drive rapid and effective market penetration for ReNerve.
The partnership follows ReNerve’s recently announced expansion of product approvals across the region and is expected to support broader commercialisation of the Company’s NervAlign® product range.
ReNerve is developing a portfolio of peripheral nerve repair products, led by its FDA-cleared NervAlign® Nerve Cuff, which is designed to improve outcomes for patients undergoing nerve surgery.”
SpaceX just filed its IPO paperwork with the US government and buried in the filing is a very interesting detail. The SpaceX board says it will grant 1 billion performance-based shares to Elon Musk if certain conditions are met.
One of the conditions is that the company achieves its valuation milestones, but on top of that SpaceX also has to establish a one-million-person colony on Mars. Could this science fiction become a reality?
#SpaceX #ElonMusk #FinTok #IPO #SPCX
SpaceX just filed its IPO paperwork with the US government and buried in the filing is a very interesting detail. The SpaceX board says it will grant 1 billion performance-based shares to Elon Musk if certain conditions are met.
One of the conditions is that the company achieves its valuation milestones, but on top of that SpaceX also has to establish a one-million-person colony on Mars. Could this science fiction become a reality?
#SpaceX #ElonMusk #FinTok #IPO #SPCX
Actinogen Medical (ASX:ACW) has received positive scientific advice from the European Medicines Agency (EMA) for its Alzheimer’s disease program, aligning closely with earlier guidance from the US Food and Drug Administration (FDA). The development provides the Company with a clearer pathway toward potential marketing approvals in two major global pharmaceutical markets.
🧠 EMA supports Actinogen Medical’s proposed development pathway for Xanamem® (emestedastat), including one additional pivotal phase 3 trial using a 10mg dose versus placebo following positive XanaMIA trial results.
🌍 Guidance from the EMA closely aligns with prior FDA feedback, giving Actinogen regulatory clarity across both Europe and the United States as it advances discussions with potential development and commercialisation partners.
📊 The EMA also supported the broadening of inclusion criteria for future trials to include more patients with moderate Alzheimer’s disease, while confirming the proposed safety database and additional supporting studies required for a future marketing application.
Actinogen Medical CEO and Managing Director Dr Steven Gourlay commented:
“We are pleased with the clear guidance from the EMA that closely conforms with our plans for streamlined development of Xanamem in Alzheimer’s disease, as agreed previously with the FDA. Importantly, the EMA agreed with our approach for only one additional, pivotal trial using a single 10 mg Xanamem dose versus placebo to support a marketing application for Alzheimer’s in the EU.”
Actinogen Medical (ASX:ACW) has received positive scientific advice from the European Medicines Agency (EMA) for its Alzheimer’s disease program, aligning closely with earlier guidance from the US Food and Drug Administration (FDA). The development provides the Company with a clearer pathway toward potential marketing approvals in two major global pharmaceutical markets.
🧠 EMA supports Actinogen Medical’s proposed development pathway for Xanamem® (emestedastat), including one additional pivotal phase 3 trial using a 10mg dose versus placebo following positive XanaMIA trial results.
🌍 Guidance from the EMA closely aligns with prior FDA feedback, giving Actinogen regulatory clarity across both Europe and the United States as it advances discussions with potential development and commercialisation partners.
📊 The EMA also supported the broadening of inclusion criteria for future trials to include more patients with moderate Alzheimer’s disease, while confirming the proposed safety database and additional supporting studies required for a future marketing application.
Actinogen Medical CEO and Managing Director Dr Steven Gourlay commented:
“We are pleased with the clear guidance from the EMA that closely conforms with our plans for streamlined development of Xanamem in Alzheimer’s disease, as agreed previously with the FDA. Importantly, the EMA agreed with our approach for only one additional, pivotal trial using a single 10 mg Xanamem dose versus placebo to support a marketing application for Alzheimer’s in the EU.”
Pengana Private Equity Trust (ASX:PE1) offers investors access to global private equity and private credit through a listed ASX structure. Managed with Grosvenor Capital Management, PE1 targets diversified institutional-quality investments across healthcare, hospitality and global growth sectors. William Dougall, Investment Specialist at Pengana Capital Group, discusses recent portfolio additions and how PE1 balances long-term opportunities with short-term currency impacts.
📊 Market backdrop
📈 Performance and portfolio quality
🏆 Top 10 holdings
Pengana Private Equity Trust (ASX:PE1) offers investors access to global private equity and private credit through a listed ASX structure. Managed with Grosvenor Capital Management, PE1 targets diversified institutional-quality investments across healthcare, hospitality and global growth sectors. William Dougall, Investment Specialist at Pengana Capital Group, discusses recent portfolio additions and how PE1 balances long-term opportunities with short-term currency impacts.
📊 Market backdrop
📈 Performance and portfolio quality
🏆 Top 10 holdings
What has Robinhood Markets Inc (NASDAQ:HOOD) revealed that would have sounded like science fiction five years ago? Two things:
1. The trading app said that users can now connect AI agents directly to their brokerage accounts to monitor markets, execute trades and rebalance portfolios.
2. Robinhood is also offering users an Agentic Credit Card. If you tell it: `Buy me those sneakers whenever they drop under $200,’ done. The AI can invest and shop for you, all on autopilot.
Is this the future? Perhaps, but Robinhood notes in the fine print that AI agents could also lose money when trading. As with any investment, there are risks involved.
#tech #stocks #trading #investing #AI
What has Robinhood Markets Inc (NASDAQ:HOOD) revealed that would have sounded like science fiction five years ago? Two things:
1. The trading app said that users can now connect AI agents directly to their brokerage accounts to monitor markets, execute trades and rebalance portfolios.
2. Robinhood is also offering users an Agentic Credit Card. If you tell it: `Buy me those sneakers whenever they drop under $200,’ done. The AI can invest and shop for you, all on autopilot.
Is this the future? Perhaps, but Robinhood notes in the fine print that AI agents could also lose money when trading. As with any investment, there are risks involved.
#tech #stocks #trading #investing #AI
Epiminder (ASX:EPI), a medical device company developing continuous brain monitoring technology for epilepsy, has reached 25 patient enrolments in its DETECT US clinical study. DETECT is a prospective, randomised, controlled study supporting reimbursement for the Minder® System. Around 20 leading US sites are now active, including Mayo Clinic, Harvard, Stanford, Yale, Duke and the University of Pennsylvania, with enrolment accelerating as activation expands. CEO Rohan Hoare joins Lel Smits from The Stock Network to discuss what this patient enrolment milestone signals for trial execution, how site expansion is translating into recruitment, and the next key inflection points for investors.
🏥 Site expansion translating into enrolment growth
⚕️ Scaling toward critical trial thresholds
🩺 Epiminder signal quality featured in publication
🔬 Epiminder Director alignment
Epiminder (ASX:EPI), a medical device company developing continuous brain monitoring technology for epilepsy, has reached 25 patient enrolments in its DETECT US clinical study. DETECT is a prospective, randomised, controlled study supporting reimbursement for the Minder® System. Around 20 leading US sites are now active, including Mayo Clinic, Harvard, Stanford, Yale, Duke and the University of Pennsylvania, with enrolment accelerating as activation expands. CEO Rohan Hoare joins Lel Smits from The Stock Network to discuss what this patient enrolment milestone signals for trial execution, how site expansion is translating into recruitment, and the next key inflection points for investors.
🏥 Site expansion translating into enrolment growth
⚕️ Scaling toward critical trial thresholds
🩺 Epiminder signal quality featured in publication
🔬 Epiminder Director alignment
Argo Investments (ASX:ARG): Finding income and the human edge in the age of AI