Browsing Tag
Australian Securities Exchange
92 posts
Electro Optic Systems (ASX: EOS) signs its biggest counter-drone deal, but what must happen before the cash arrives?
Electro Optic Systems has signed a conditional A$700 million contract to help protect Kuwait from drone threats, marking a major milestone for its MARSS acquisition. However, an outstanding £74 million bank guarantee, export approvals, substantial working-capital requirements and contractual liability provisions will determine how quickly the agreement becomes revenue and cash flow.
MAAS Group (ASX: MGH) owns 3.2% of Firmus and has A$855m in orders. What happens after the IPO collapse?
Firmus's abandoned Australian IPO creates two distinct risks for MAAS Group Holdings: the valuation and liquidity of its A$410 million minority investment, and the execution of an estimated A$855 million electrical infrastructure order. A completed A$1.61 billion asset sale provides financial flexibility, but the company's increasing exposure to AI infrastructure makes customer funding and contract delivery critical.
Regis Resources (ASX: RRL) slides after Q1 as October cost test looms
Regis Resources produced 83,000 ounces of gold in the September quarter and ended the period with AUD 1.28 billion in cash and bullion, but the market is still waiting for the cost numbers and evidence that its back-ended FY27 production plan can deliver.
333D (ASX:T3D) rallies 63% as healthcare software growth draws attention
333D Limited surged 62.86% to A$0.057 on October 5 after trading as high as A$0.063 earlier in the session. The move came without a fresh price-sensitive announcement, putting renewed focus on revenue growth, cash, healthcare software and the company's expanding AI strategy.
Glencore lifts 2026 marketing profit above $5bn as commodity volatility pays off
Glencore has increased its 2026 Marketing Adjusted EBIT expectation and redesigned its long-term guidance framework as higher commodity prices, inventories and funding costs change the scale of its trading business.
Brookfield agrees $2.9bn Reliance Worldwide takeover after four approaches
Brookfield has agreed a US$2.9 billion takeover of Reliance Worldwide, with a go-shop period leaving room for a higher competing offer.
Austal (ASX: ASB) jumps 7.1% as US$1.35bn bid tops Hanwha offer
Austal rose 7.1% after Wildcat offered up to US$1.35bn for Austal USA, topping Hanwha. What could a sale leave for ASB shareholders?
Civmec (ASX: CVL) FY26 profit climbs 23% as A$1.4bn order book backs growth outlook
Civmec Limited delivered double-digit revenue and earnings growth in FY26 while retaining a A$1.4 billion order book and a near-net-cash balance sheet. The muted share-price reaction contrasts with a business whose earnings grew faster than revenue and whose secured workload already exceeds one-and-a-half years of FY26 sales.
Dicker Data (ASX: DDR) shares hit 52-week high as H1 profit jumps 54% on AI demand
Dicker Data delivered a sharp acceleration in first-half earnings as Australian technology refresh, software and AI infrastructure demand lifted revenue and margins, sending the stock to a 52-week high. The FY26 guidance, however, points to a second half where revenue can keep expanding even as profit margins retreat from unusually strong H1 levels.
PEXA (ASX: PXA) crashes 17% as FY27 profit guide exposes property slowdown
PEXA crashed 17% despite stronger FY26 profit as FY27 property volumes and margins weaken. Has PXA already priced in the downturn?