Browsing Tag
ASX
164 posts
Sunrise Energy Metals (ASX: SRL) jumps 5.6% as scandium thesis hits FID stretch
China controls 85% of scandium supply. Lockheed Martin wants a Western source. Sunrise Energy Metals (ASX: SRL) is months from FID.
Tabcorp (ASX: TAH) collapse deepens as AUSTRAC compliance probe revives 2017 AML breach memories
Tabcorp paid A$45m for AML breaches in 2017. AUSTRAC just sent another letter. The market priced in the worst case before management could speak.
Jindalee Lithium (ASX: JLL) drops as A$11m capital raise at 30% discount triggers dilution selling
Jindalee owns America's biggest lithium deposit. The SPAC values it at US$571m. The ASX market cap is A$65m. Friday's raise priced the gap.
333D Ltd (ASX: T3D) shares fall as micro-cap 3D printing and Bitcoin treasury hybrid sees profit-taking after extreme rally
333D rallied between 315% and 823% over 12 months. The 52-week range is 58-fold. Friday wiped out 17%. The volatility is the thesis, not the bug.
Amcor (ASX: AMC) climbs as Berry Global synergies exceed targets and Q3 revenue beats consensus
Amcor's Berry Global merger is one year old. Synergies just exceeded targets. The Iran war is forcing higher inventory. The integration thesis is intact.
Regis Resources (ASX: RRL) climbs as A$1.1bn cash build and Iran war gold premium support thesis
Regis Resources just hit A$1.13bn cash and bullion. The Iran war is keeping gold bid. The unhedged exposure cuts both ways. The Q4 print is the test.
Iperionx (ASX: IPX) shares climb as Virginia 24/7 titanium production ramps and Pentagon backing builds
The US is 100% reliant on imported titanium sponge. China controls 67% of global production. Iperionx is the Pentagon-backed bet to fix that.
Mercury NZ (ASX: MCY) shares climb as hydro surge lifts FY2026 EBITDAF guidance to NZ$1.05bn
Mercury NZ runs only renewables. Hydro inflows are well above average. EBITDAF guidance just got lifted to NZ$1.05bn. The mean reversion question is when, not if.
REA Group (ASX: REA) shares jump as Q3 FY2026 result lifts cost guidance and confirms residential recovery
REA Group fell 9.6% on H1 results in February. Today's Q3 print rewrites that thesis. Listing volumes are back, yield is at 14%, costs are being held.
TechnologyOne (ASX: TNE) shares climb ahead of H1 FY2026 result as SaaS+ and AI thesis builds momentum
The Australian SaaS sell-off shed $1 trillion globally. TechnologyOne just upgraded guidance to 18-20% PBT growth. Either the market is wrong, or TNE is.