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Defence Holdings (LSE: ALRT) silent for 11 weeks: Is Project Ixian close to a contract?
Defence Holdings PLC has not filed an RNS since 17 February 2026. Project Ixian, Gloucestershire Police and a new CEO sit behind the wall of silence.
Life Time (LTH) stock rally puts Phoenix 10K acquisition in a sharper strategic light
Life Time has earnings momentum. Phoenix 10K adds community scale. The real test is whether races can become a growth engine.
Mahindra & Mahindra (NSE: M&M) lights up Nifty after 42% Q4 PAT surge
M&M is trading 16% below its peak after a 42% Q4 PAT jump and 16-model FY31 roadmap. The real question is whether the FY27 base effect breaks the rerating.
Westpac shares run 3.1% as HY26 result and dividend chase fuel WBC bid
Westpac just delivered A$3.4bn profit and a 77c franked dividend. Brokers are still split between A$31 and A$40. The market has picked a side.
A $17.25-a-share exit: Why First Seacoast Bancorp is selling to Cambridge Financial Group
Find out why First Seacoast Bancorp is selling to Cambridge Financial Group and what this $80.9M deal signals for community banking consolidation.
RWS Holdings (AIM: RWS) targets $2bn TAM expansion with Obviously acquisition strategy
RWS bets on AI-driven brand protection. Can a ÂŁ40m deal unlock a $2bn market shift in IP management and enterprise trust?
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
Pinnacle Investment Management (ASX: PNI) share price jumps 5% after Pacific Asset Management completion
Pinnacle just closed the $419m PAM deal and the stock bounced 5%. Affiliate FUM hits $202.5bn. Performance fees are the next test in July.
Smartgroup (ASX: SIQ) share price hits new 12-month high as EV novated lease growth accelerates
Smartgroup just broke to 12-month highs. The TPG bid of $10.35 sits 7% above. EV novated leases are the engine and August earnings is the test.
Why ASX retail investors are rethinking Gentrack (ASX: GTK) after the 30% guidance shock
Gentrack halved its FY26 EBITDA guidance and announced a buyback. The deeper story is Octopus Energy's Kraken platform reshaping global utilities software.