Australia · Company Research
EOS Is No Longer Just a Turnaround Story
The story around Electro Optic Systems Holdings Ltd (ASX:EOS) has changed quickly. A year ago, the defence technology group was still carrying the weight of a turnaround. Now…
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Australia · Company Research
OD6 Metals’ Quinn Fluorspar Bet Is Starting to Look Like a Different Story
OD6 Metals Ltd (ASX:OD6) has spent much of 2026 turning Quinn Fluorspar from an option agreement into the centre of its critical minerals pitch. The latest update adds…
Australia · Company Research
Coda Minerals Has Fresh Cash. Now Elizabeth Creek Has to Do the Work
A capital raising is never the full story for a junior resources company. It is the receipt for the story management wants to tell next. For Coda Minerals…
Australia · Company Research
Pure Foods Tasmania’s Quiet Turnaround Now Has a Costco Test
Small food companies usually do not get many second acts. Pure Foods Tasmania Ltd (ASX:PFT) is trying to write one anyway. After a difficult FY25, the Tasmanian premium…
Australia · Company Research
The old workings at Mindoolah are suddenly KRR’s main event
King River Resources Ltd (ASX:KRR) has spent the past few months changing the centre of gravity in its gold story. The company exercised its option to acquire the…
Australia · Company Research
Alfabs Australia Is Trying to Turn EBITDA Into Cash
Alfabs Australia Ltd (ASX:AAL) is trying to change the question investors ask about the business. For much of the past year, the obvious story was growth. The company…
Australia · Company Research
Acrow (ASX: ACF) Raises A$70m for Two Deals: Smart Growth Move or Dilution Risk?
Acrow Limited (ASX: ACF) has announced a A$70 million capital raising to fund two acquisitions and reduce debt. The move is designed to lift future revenue and earnings,…
Australia · Company Research
Xero (ASX:XRO) and WiseTech (ASX:WTC) Shares Fall as ASX Tech Stocks Come Under Pressure
Xero (ASX:XRO) and WiseTech Global (ASX:WTC) were among the ASX technology names under pressure as investors reassessed growth-stock valuations. The weakness was not only about these two companies.…
Australia · Company Research
Alfabs Australia’s FY27 Setup Now Carries the Story
Alfabs Australia Limited (ASX:AAL) is not giving investors a clean little growth story. It is giving them something messier, and probably more interesting: a business that has spent…
Australia · Company Research
InVert Graphite Bets on Processing, Not Just the Ground
InVert Graphite (ASX:IVG) is trying to make the market look at it differently. Until this week, the cleaner version of the story was easy enough to understand. InVert…
Australia · Company Research
InVert Graphite’s Tanzania Story Is Still Mostly a Test
InVert Graphite Limited (ASX:IVG) is not a long-established graphite producer with a balance sheet full of operating cash flow. It is an early-stage exploration company that has changed…
Australia · Company Research
BCAL Diagnostics Has More Products, a New CEO and a Bigger Execution Test
BCAL Diagnostics (ASX:BDX) is no longer telling a one-test story. For years, the company’s centre of gravity was BREASTESTplus, a non-invasive blood test designed to support breast cancer…
