Blogs

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

Sep 29, 2026

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

Sep 29, 2026

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?

Veris (ASX: VRS) is shifting from commoditised surveying toward higher-margin digital, spatial and advisory services, with Digital & Spatial revenue now 28% of group sales. Margins remain thin, but strong free cash flow, net cash, and a growing pipeline support cautious optimism.

Reef Casino Trust (ASX: RCT): Iris Offer Sends Units to an All-Time High

Reef Casino Trust (ASX: RCT) jumped roughly 29% to an all-time high after Iris Capital announced a $4.67 per unit offer for the remaining units. Thin trading and limited price history make the chart hard to read.

EAU Lithium (ASX: EAU): New Identity and DLE Partnerships Advance Bolivia Lithium Development

EAU Lithium (ASX: EAU) has rebranded from Cosmos Exploration and secured DLE technology and project execution agreements to advance lithium projects in Bolivia and establish a framework for future project development.

Lincoln Minerals (ASX: LML): Minbrie Copper System Sets Stage for Q4 2026 Diamond Drilling

Lincoln Minerals (ASX: LML) has identified additional copper and base-metals mineralisation at its Minbrie Project, with recent drilling supporting its geological model and diamond drilling planned for Q4 2026, positioning Minbrie for its next stage of exploration.

Macroeconomic Report for the Week Ending 27 September 2026 – Australian Market Outlook

Australian shares weakened as persistent inflation, higher bond yields and softer domestic activity weighed on sentiment. Resource stocks showed relative strength, while the RBA’s September 29 rate decision and guidance remain key near-term market catalysts.

American Tungsten & Antimony (ASX: AT4): Nasdaq Filing Puts US Antimony Refinery Bet in Focus

American Tungsten & Antimony (ASX: AT4) has lodged a confidential Nasdaq filing with the SEC and extended its Del Sol refinery deal by three weeks, while shares slipped about 5% on Monday.

Netwealth Group (ASX: NWL): $101M Paid Out, Yet First Guardian Fight Rolls On

Netwealth (ASX: NWL) confirms it will fight a class action over First Guardian investment options on its super platform, as shares slide following the formal Statement of Claim.

White Cliff Minerals (ASX: WCN): New Copper Front at Bornite Hills Sparks a Chart Breakout

White Cliff Minerals (ASX: WCN) opened a new copper discovery front at Bornite Hills, part of its Rae Copper Project, with assay results due October 2026. Shares broke out a key resistance level, though an overbought RSI suggests a pullback to support may occur first.

Global Gold Mining (ASX: GGM): Simplifies Sturec Processing With 91% Gold Recovery

Global Gold Mining (ASX: GGM) has returned gold recoveries above 91% from metallurgical testwork at its Sturec deposit in Slovakia, using a simplified flotation flowsheet that supports the project's pre-feasibility study.

Healius (ASX: HLS): Sells Agilex Biolabs to Novotech for $160m to Sharpen Pathology Focus

Healius (ASX: HLS), founded in 1985, has agreed to sell Agilex Biolabs to Novotech for an enterprise value of $160 million, sharpening its focus on core pathology operations.

DroneShield (ASX: DRO): Strong Growth, but Can Earnings Catch Up?

DroneShield (ASX: DRO) delivered record 1H26 revenue of $125.8M (+74%) and growing recurring software revenue, but margins fell to 60%, costs surged, and a $32.2M statutory loss raises questions on whether earnings can catch up to justify its share price.

Insurance Australia Group (ASX: IAG): Mixed FY26 Result Meets Regulatory Headwinds

IAG posted a mixed FY26 result, with steady premium growth but a 24.8% profit drop. Shares test key support amid a regulatory setback on its RAC alliance, though the dividend story remains resilient.

oOh!Media (ASX: OML): Takeover Clears ACCC Review, Further Approvals Pending

oOh!media’s (ASX: OML) A$1.70 takeover by I Squared has cleared the ACCC, with FIRB and NZ approvals pending. The stock sits near its 52-week high while investors await the scheme booklet and an early-November shareholder vote.

Silver Mines (ASX: SVL): Secures A$70M for BOWDENS: Capital Injection vs. Dilution Dynamics

Silver Mines (ASX: SVL) has secured a A$70 million placement at 14.5 cents to fund Bowdens approvals and royalty acquisitions, but the roughly 22% share issue and a 14.3% price drop put dilution in focus.

GR Engineering Services (ASX: GNG): Record Order Book Converts to Earnings, Valuation Now Close to Fair

GR Engineering’s record A$1.29 billion order book underpins FY27 revenue guidance of A$825–850 million, following record FY26 earnings. Strong project demand supports growth, but fixed-price execution risks, a stretched dividend payout and a demanding valuation warrant caution.

Aeris Resources (ASX: AIS): Strong Earnings Today, Longer-Term Value Beyond Cracow

Sep 23, 2026

Aeris delivered strong FY26 earnings and cash flow, underpinned by Tritton and Cracow, with no debt. Growth projects support longer-term value, but higher FY27 capital spending and Cracow’s limited reserves create execution risks.

oncosil medical osl fda approval and commercial progress

OncoSil Medical (ASX: OSL): FDA Approval Lands and Commercial Execution Takes Centre Stage

Sep 23, 2026

OncoSil Medical is moving into commercial execution after US FDA approval, growing adoption in Spain, fresh institutional funding, and manufacturing progress, with investors watching reimbursement, hospital uptake, and demand.

Telix Pharmaceuticals (ASX: TLX): $1.65B ITM Deal Expands Its Radiopharmaceutical Footprint

Sep 23, 2026