Blogs

Caprice Resources (ASX: CRS) is an exploration-stage gold company focused on Western Australia’s Murchison Goldfields. Its Island Gold Project is advancing toward a maiden MRE, supported by high-grade drilling, while valuation remains highly dependent on exploration success and future resource definition.

RBA Hits 4.60%: Which ASX Sectors Win and Lose as Rates Climb

Australia's central bank lifted the cash rate to 4.60%, its highest since 2011, with more tightening priced in. Here is how higher rates reshape valuations and which ASX sectors may hold up best.

Emyria (ASX: EMD): Sydney Clinic Opens as Treatment Network Expands

Emyria (ASX: EMD) has opened its first Sydney Empax clinic, expanding its treatment network to four Australian states. The new facility adds treatment capacity, while patient volumes and reimbursement arrangements remain key factors in its commercial development.

Dateline Resources (ASX: DTR): National Security Case Gives Colosseum Rare Earths Bid New Life

Dateline Resources (ASX: DTR) has gained US Department of War backing in its bid to restart Colosseum, a gold and rare earths project in California, as a key court hearing nears.

Data#3 (ASX: DTL): 40% Profit Jump from One-Offs, but Can Growth Last?

Data#3 (ASX: DTL) expects first-half profit before tax to jump more than 40%, helped by one-off deals and extra interest income. Investors now weigh whether full-year earnings growth can hold up.

Hormuz Tensions and Rising Oil Prices: 3 ASX Stocks Set to Benefit from Rising Prices

Hormuz tensions are driving oil volatility, influencing Australia’s inflation and ASX performance. Woodside, Karoon Energy and Ampol offer exposure to higher energy prices or refining margins, but operational challenges, market turbulence and potential de-escalation remain key investment risks.

Critica (ASX: CRI): Recent Breakout Meets New Fundamental Signals From Mt Lindsay

Critica (ASX: CRI) released a Mt Lindsay Scoping Study showing a $1 billion NPV underground tin-tungsten operation, though shares eased on the day. With funding pathways still being explored, the company continues advancing its Jupiter rare earths project in parallel.

Excite Technology Services (ASX: EXT): $3.2M Government Renewal Puts Cyber Turnaround to the Test

Excite Technology Services (ASX: EXT) has locked in a $3.2 million, 24-month extension with a federal agency, its first big win since restructuring, as the cybersecurity small-cap works to prove its turnaround.

Racura Oncology (ASX: RAC): CEO Keeps Buying near 52-Week Lows as MYC Cancer Drug Advances

Racura Oncology's CEO-owned Nucleics added 23,000 shares near a 52-week low, while new data backs the company's MYC-silencing cancer drug ahead of a November Singapore conference.

GPT Group (ASX: GPT): A$400M Profit and A$380M Brisbane Acquisition Shape Growth Strategy

GPT Group (ASX: GPT) reported a 21.6% increase in first-half 2026 net profit to A$400.1 million and announced an A$380 million Brisbane acquisition, supporting its diversified property strategy and development pipeline across Australia.

Metallium (ASX: MTM): Texas FJH Scale-Up Advances Critical Metals Recovery

Metallium (ASX: MTM) is scaling its Flash Joule Heating technology in Texas, supported by US government funding, recent capital raising and supply agreements aimed at advancing critical metals recovery and commercialisation.

Viva Energy Group (ASX: VEA): Strong Half, But How Sustainable Are Earnings?

Viva Energy delivered a strong 1H26, with EBITDA and free cash flow surging on exceptional refining margins. However, earnings remain exposed to refinery cyclicality and operational risks, making normalised EPS of A$0.20–A$0.25 more appropriate for sustainable valuation.

Codan (ASX: CDA): Trading Update Fuels a Breakout to Record Highs

Codan (ASX: CDA) hit record highs following a strong FY26 and upbeat FY27 outlook. Driven by robust Communications and Minelab growth, the stock surged 23.9%. Despite technical overextension, market momentum remains high, fuelled by solid order intake and earnings visibility.

Cochlear (ASX: COH): Class Action Hits after 40% Crash, but Nexa Fuels Comeback Bid

Cochlear (ASX: COH) faces a shareholder class action over its FY26 profit forecast, just as its Nexa rollout, fully implantable trials and a November investor day shape the recovery story.

Northern Star Resources (ASX: NST): A$38.7B Gold Fields Bid Rejected as Elliott Pressure Builds

Northern Star Resources (ASX: NST) has rejected Gold Fields’ A$38.7 billion takeover proposal amid increased pressure from Elliott Investment Management and leadership changes, while continuing to advance KCGM expansion, Hemi development, and its long-term growth strategy.

Megaport (ASX: MP1): AI Clients Pre-Pay A$323M, Turning GPU Bets into Bankable Growth

Megaport (ASX: MP1) secures three AI infrastructure contracts, with customers prepaying about A$323 million, and lifts FY27 revenue and margin guidance as its Latitude.sh compute arm scales alongside a growing network business.

LTR Pharma (ASX: LTP): Where Revenue Growth Must First Survive the Clinical Test

LTR Pharma is moving towards commercialisation, with a targeted ROXUS US launch and SPONTAN Phase III trial. A scenario-based valuation suggests A$2.28 per share, but clinical, regulatory and funding risks remain significant. The chart shows consolidation below resistance.

BrainChip Holdings(ASX: BRN): Akida Neuromorphic AI Advances Edge Computing Across Strategic Markets

BrainChip (ASX: BRN) is advancing its Akida neuromorphic AI technology through developments in low-power Edge AI processing, strategic partnerships, and applications across healthcare, defence, aerospace, and industrial sectors.

Stakk (ASX: SKK): A Bigger Revenue Base, A New Earnings Story

Stakk (ASX: SKK) is transitioning into a B2B embedded-finance platform, boosted by its US$63m ParaScript acquisition. FY2026 revenue surged 1,098% to A$14.89m, with FY2027 targets of A$55.2m revenue fully contracted, though going concern risk persists.

Veris (ASX: VRS): Can Margin Expansion Unlock Hidden Earnings?

Sep 28, 2026