
Investigator Silver (ASX: IVR), formerly known as Investigator Resources, is moving through one of the most strategically important phases in its history. The company is advancing the Paris Silver Project, Australia’s highest-grade undeveloped primary silver deposit, while simultaneously delivering exploration wins across its 100%-owned Peterlumbo tenement and progressing copper-gold targets at Uno Morgans.

The small-cap medical-tech company, Control Bionics, has just taken steps that could catapult it far beyond its current size. Its core product, a wearable sensor that translates even the faintest muscle or nerve signals into computer commands, is already approved and helps people with severe physical disabilities communicate and interact. Recently, the company announced that it had integrated a significant tech giant’s brain-computer interface protocol into its devices.

Cettire (ASX: CTT) share price recently had a breakout. But it is in a bit of limbo; enough promise remains that a rebound could be on the cards, but enough uncertainty that it’s far from a safe bet. On one hand, the company is forecast to post healthy earnings-per-share growth over the next few years and has a pretty low price-to-sales ratio compared with peers, suggesting some latent value. On the other hand, consensus analyst targets hover modestly, some even see a drop, and many believe any upside beyond roughly one Australian dollar a share depends on improvements that aren’t guaranteed.

Sunrise Energy Metals (ASX: SRL) is advancing one of the Western world’s most strategically significant battery-materials developments: the Sunrise Nickel-Cobalt-Scandium Project in NSW, a globally large, long-life, ESG-aligned source of critical minerals essential for EVs, aerospace alloys, defence technologies and high-performance fuel cells. Backed by strong balance sheet discipline, rising government engagement, escalating Western supply-security policies, and material advancement across strategic partnerships during 2025, Sunrise enters 2026 with a profile we view as deeply undervalued relative to its strategic optionality.

LaserBond (ASX: LBL) has entered a structurally stronger period after FY25 delivered clear evidence of operating leverage, improved manufacturing efficiencies, and accelerating adoption of its surface-engineered technologies across mining, energy, defence, and agricultural markets. With its patented LaserBond® cladding and composite coating systems now demonstrating superior lifecycle economics versus traditional wear-resistance methods, the company is positioned as a high-margin engineering solutions provider rather than a cyclical industrial.

We believe CSL Limited (ASX: CSL) remains one of the highest-quality global healthcare franchises listed on the ASX, with FY25 marking a clear re-acceleration in earnings quality, cash flow conversion, and strategic clarity. While the share price has periodically struggled to reflect this underlying strength, we view CSL as misunderstood rather than mis-executing.
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