
Tivan (ASX: TVN) develops critical minerals across Australia and Timor-Leste, led by the Speewah Fluorite project. Following a post-feasibility sell-off and rising cash burn, the stock faces a neutral-to-bearish technical outlook ahead of its late-2026 Final Investment Decision.

Tamboran Resources is a pre-production shale gas developer in the Beetaloo Basin, advancing toward first gas in 2026. Strong drilling results, contracts, and infrastructure progress support its uptrend, though risks remain around execution, funding, and market access beyond initial supply agreements.

Australian Mines (ASX: AUZ) is a critical minerals explorer focused on battery metals, rare earths, and gold across Australia and Brazil, advancing projects like Sconi and Flemington while leveraging strong commodity trends and strategic funding to drive its 2026 share price recovery.

Telix Pharmaceuticals (ASX: TLX) is recovering after a sharp biotech sell-off driven by regulatory and legal concerns. Renewed investor confidence follows strong revenue growth, progress in Phase 3, and a Regeneron partnership, with FY2026 revenue nearing US$1 billion and pipeline milestones advancing.

Neuren Pharmaceuticals (ASX: NEU) is a rare-disease biotech generating revenue from DAYBUE while advancing NNZ-2591. After declines from regulatory and guidance setbacks, improving US rollout and technical strength suggest a recovery, with the stock forming higher lows and testing key resistance levels.

Marmota (ASX: MEU) has surged back into focus after strong gains driven by high-grade drilling results from its Greenewood gold project in South Australia. Renewed exploration activity, rising gold prices, and aggressive drilling have boosted investor interest. The stock remains highly speculative but increasingly watched by ASX momentum traders.