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…
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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…
Australia · Company Research
Orpheus Uranium expands Marree footprint with South Australian tenure deal
The easy way to read Orpheus Uranium Limited’s latest announcement is to start with the land number. That would miss the more interesting point. Orpheus Uranium Limited (ASX:ORP)…
Australia · Company Research
Atomic Eagle Expands Chisebuka: Why the Muntanga Drill Program Matters
The interesting part of Atomic Eagle Limited (ASX:AEU) is no longer just that it owns the Muntanga uranium project in Zambia. It is that the company is trying…
Australia · Company Research
DevEx Resources Turns Nabarlek Into a 2026 Uranium Drilling Story
DevEx Resources Ltd (ASX:DEV) has spent the past year making its uranium story bigger. The next phase is simpler: put holes in the ground and let the rocks…
Australia · Company Research
Cauldron Energy maps a longer uranium runway at Manyingee North
Cauldron Energy Ltd (ASX:CXU) has given the market a new reason to look again at Yanrey, its uranium project near Onslow in Western Australia. The latest announcement is…
Australia · Company Research
Red Sky Energy’s Next Test Is No Longer on Paper
Red Sky Energy (ASX:ROG) has reached the point where the story stops being about paperwork and starts being about wells. The company said site preparation works have begun…
