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Sydney
54 posts
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
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.
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.
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.
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.
The Many expands participation strategy with CatalystXR acquisition and immersive technology push
The Many has acquired a majority stake in CatalystXR. Read why this XR deal could reshape agency competition, immersive services, and participation strategy.
Kazia Therapeutics (NASDAQ: KZIA) bets on SETDB1 to widen oncology pipeline beyond paxalisib
Kazia Therapeutics has licensed a SETDB1 oncology platform from QIMR Berghofer. Read why the move could reshape KZIA’s pipeline strategy.
Anthropic signs Australia MOU, pledging AI safety collaboration, research investment and renewable-powered data centre expansion
Anthropic signs Australia AI MOU with Dario Amodei in Canberra, pledging safety collaboration, AUD$3m research, and renewable data centre commitments. Read more.