Cogstate (ASX:CGS) CEO and Managing Director Brad O’Connor is speaking ahead of presenting at Bell Potter’s Healthcare Conference, discussing the company’s recent milestones and upcoming catalysts as it continues to advance its clinical trials and cognitive assessment technologies.

TSN Interview:
🧠 Exploring Cogstate’s latest clinical and commercial milestones
🔬 Advancing cognitive assessment technology and clinical research
📈 Outlining upcoming catalysts and growth opportunities

Register for Bell Potter`s Healthcare conference:
🗓 17-19 Nov 2026 ...

Biome Australia (ASX:BIO) Founder & Managing Director Blair Vega Norfolk is speaking ahead of presenting at Bell Potter’s Healthcare Conference, discussing how the company has established its clinically backed probiotic range in Australian pharmacies, its Australian-made manufacturing capabilities and its plans to expand into China.

TSN Interview:
🇦🇺 Winning Australian pharmacy with clinically backed probiotics
💊 Showcasing Australian-made probiotics and international expansion
🇨🇳 Exploring China`s online market opportunity and upcoming launch plans

Register for Bell Potter`s Healthcare conference:
🗓 17-19 Nov 2026 ...

Orcoda (ASX:ODA) has signed a three-year contract worth around $500,000 with NSW community transport provider Linked Community Services. The deal adds to Orcoda’s existing $14.7 million in annual recurring revenue and creates opportunities to grow its transport technology business.

🚐 New transport contract: Linked Community Services will use Orcoda’s Transport360 platform to improve fleet operations and support its community transport services.
🤖 AI-powered platform: Transport360 offers route planning, vehicle tracking and driver tools, alongside new AI features for transport operators.
📈 Growth opportunity: Orcoda expects the partnership to help bring more community transport providers onto its platform across NSW, building on its Queensland business.

“Our ability to develop and deliver new products in a rapidly changing market, particularly with the emergence of AI, puts us in a strong position to build an exciting future across the scheduled transport sector.” Orcoda Managing Director, Geoff Jamieson ...

Far East Gold (ASX:FEG) is moving to advance its Idenburg gold project in Indonesia with a share purchase plan for eligible shareholders, after Xingye stepped back from its bid to remove four directors. Far East Gold (ASX:FEG) Managing Director and CEO Shane Menere joins The Stock Network to discuss what the withdrawal means for the Board, why the company is raising now, its funding strategy and how he sees the company moving forward.

⚒️ Coming through Xingye`s board challenge
🪓 Launching the share purchase plan
🇮🇩 Funding Far East Gold (ASX:FEG) and limiting dilution
🚀 What`s next for Far East Gold ...

Alcidion (ASX:ALC) Managing Director and CEO Kate Quirke is speaking ahead of presenting at Bell Potter Healthcare Conference, discussing the company’s key growth drivers and opportunities as it continues to expand its digital health solutions and strengthen its position in the healthcare technology sector.

TSN Interview:
🚀 Exploring Alcidion’s key growth drivers for the year ahead
🏥 Expanding digital health solutions and healthcare technology
📈 Outlining strategic priorities and future growth opportunities

Register for Bell Potter:
🗓 17–19 Nov 2026 ...

Imagion Biosystems (ASX:IBX) has released 10 Things to Know About MagSense®, a new series setting out the business case for its non-radioactive molecular MRI imaging agent. Part one explains how MRI manufacturers, contrast media companies and radiopharmaceutical developers each stand to benefit, alongside the company`s FDA-cleared US clinical trial in HER2-positive breast cancer. Imagion Biosystems President Ward Detwiler joins The Stock Network`s Izaac Ronay to discuss what MagSense® offers MRI manufacturers and contrast media companies, and the commercial milestones ahead.

⚕️ Bringing molecular precision to MRI cancer imaging
🧪 Opening a MagSense® product line for contrast media companies
🚀 Mapping MagSense®`s path to market ...

LCL Resources (ASX:LCL) signs a farm-in agreement with Rio Tinto, which could earn the resource major up to an 80% stake in the Liamu copper-gold project in Papua New Guinea by spending up to A$46 million on exploration over five years. LCL shares booked good gains in the wake of the announcement.

⛏️ Up to A$46m in funding: Rio Tinto can earn an initial 51% stake in the Liamu project by spending at least A$6 million on exploration, including 3,000m of drilling. It can earn another 29% by spending a further A$40 million or meeting agreed resource and study targets.
📍 Exploration to begin: Work will focus on the Dada copper-gold prospect, which has not yet been drilled, and the Ubei gold-copper prospect.
🤝 LCL Resources remains involved: LCL Resources will manage exploration during the agreement and may receive fees of up to 10% of exploration spending. The deal is subject to government approvals and other conditions.

“A second agreement with Rio Tinto is a strong endorsement of the quality of LCL’s PNG portfolio and of the groundwork our team has completed at Dada and Ubei.” — Chris van Wijk, LCL Resources Executive Chairman ...

Mamba Exploration (ASX:M24) has started its first round of reverse circulation (RC) drilling at the Meeka East Gold Project in WA, with up to 50 holes planned across three targets. Mamba Exploration’s share price rallied strongly in the immediate aftermath of this announcement.

⛏️ Up to 50 holes planned: The program will cover about 6,000m of drilling across the 140 Foot Well, New Australian and Lady Maud targets. Drilling has started at 140 Foot Well, where a 7km gold target has never been drilled.
📍 Three gold targets: The prospects sit along the Mulga Bill trend, about 20km south-east of Meekatharra. The drilling will test for gold beneath the surface.
🔬 Copper drilling next: Mamba Exploration has also received approval for 10 diamond holes at its Copper Hills Project. Drilling is planned for the March 2027 quarter, subject to heritage arrangements.

“Within weeks of the placement we have an RC rig turning, sampling crews at Copper Hills and Poison Hills, Omni GeoX appointed and running the programs and the first Copper Hills Project PoW approved. We want the diamond rig testing for Copper as soon as possible, which at this stage is looking like Q1 CY2027.”

– Matt Freedman, Mamba Exploration Executive Director ...

Ever lost money without actually losing any money? That’s called a paper loss. And Anthropic, the company behind the AI Claude, has just revealed a massive one in its filing to list on the Nasdaq. The company is expected to be worth $2 trillion when it lists, which would make it the most valuable IPO ever ahead of SpaceX. Yet in the six months to June, Anthropic reported a loss of more than $80 billion.

Most of that is a paper loss. Some of Anthropic’s backers invested on the promise of shares later. As Anthropic got more valuable, those promises got more expensive. Accounting counts that as a loss. Meanwhile, its revenue went from about $1.2 billion to $16.3 billion in a year. Here’s TSN’s Take. A paper loss only becomes real when someone pays for it. So always ask who’s paying, with what, and when.

#IPO #wallstreet #AI #spaceX #anthropic ...

Pengana Capital Group Investment Specialist Will Dougall explains how to understand Pengana Private Equity Trust (ASX:PE1) targeted distributions of at least 6% of net asset value (NAV) and what this means for investors. While the target is based on NAV, the actual yield an investor receives depends on the price they pay for their units and the distributions they receive.

💵 Understanding PE1’s targeted distributions of at least 6% of NAV.
📊 How to calculate the actual distribution yield based on the unit purchase price.
💡 Why NAV-based distribution targets and investor yield are not necessarily the same. ...

Vection Technologies (ASX:VR1) CEO of APAC Luis Nejo explains how businesses are applying AI to solve complex problems, enhance productivity and support smarter decisions.

🤖 Applications of AI across business operations
🏢 How companies are adopting AI
💻 Using AI to solve complex problems
🚀 The growing potential of enterprise AI ...

Spacetalk (ASX:SPA) is building family safety technology for every stage of life, from kids` smartwatches and mobile plans to an app that helps families stay connected and safer online. Its own mobile plans are now its largest business, and it has signed two agreements with TPG Telecom (ASX:TPG) after a year spent rebuilding its software platform. CEO and Managing Director Simon Crowther joins The Stock Network`s Lel Smits to discuss how a kids` smartwatch grew into a family safety platform, why telcos want family safety software and the push to protect kids online.

⌚ Growing a kids` smartwatch into a family safety platform
🤝 Partnering with telcos on family safety
📱 Building online safety into the family app ...

Metals Australia (ASX:MLS) is working through feasibility studies on its Lac Carheil Graphite Project in Quebec, Canada, aiming to supply battery materials to North America and Europe. The September quarter also delivered a first resource at its Manindi vanadium-titanium project in Western Australia and new metallurgical test work on a large graphite sample. Just back from North America, Metals Australia CEO Paul Ferguson joins The Stock Network`s Lel Smits to discuss what he heard in the Quebec communities closest to the project, how New York investors see graphite, the push for US and Canadian government support and what Canada`s new alliance with Europe could mean for Metals Australia.

🇨🇦 Meeting Quebec communities around the graphite project
🪓 Presenting Canadian graphite to New York investors
🌐 Seeking US and Canadian government support for graphite
⚒️ Showing Quebec graphite to the European Investment Bank ...

Ever had an asset double in value overnight? Lithium hopeful Wildcat Resources (ASX: WC8) just released a detailed study on its Tabba Tabba project in WA’s Pilbara. It says the mine would be worth about $1.5 billion and cost $774 million to build. But that assumes the lithium product it sells fetches $1,500 US a tonne. Wildcat says the same mine would be worth $3.5 billion if the lithium price rises in line with a forecast from research firm Fastmarkets. Also, it’s not a mine yet. Wildcat has about 76 million dollars in the bank, no project finance locked in, and key environmental approvals are still being assessed. Here’s TSN’s Take. A forecast can double a mine’s value. But it can’t dig a single tonne.

#stocks #lithium #mining #ASX #wa ...

Legacy Minerals (ASX:LGM) CEO & Managing Director Chris Byrne joins The Stock Network at IMARC 2026 to discuss the company’s gold, copper and silver exploration portfolio, with a focus on advancing its Mt Carrington project through a new scoping study and ongoing exploration.

🇦🇺 Advancing Mt Carrington with a new scoping study expected shortly
🔎 Drill-testing exploration targets for gold, copper and silver
🪓 Progressing a pre-development asset backed by a 1.6 million ounce gold-equivalent resource ...

Pengana Capital Group Investment Specialist Will Dougall explains how private equity has performed against listed share markets and the key differences investors should understand. With Pengana Private Equity Trust (ASX:PE1) investing in more than 600 private companies globally, including SpaceX, private equity offers exposure to businesses beyond public stock exchanges.

🌍 Private equity provides access to private companies globally.
📈 How private equity performance compares with listed share markets.
🚀 Understanding the differences in liquidity, diversification and long-term growth potential. ...

Do you like pizza? Imagine if your slice got bigger on its own. That’s basically what happens to shareholders when a company buys back its own shares. Gold giant Newmont (ASX: NEM) just announced it’s spent another $1.6 billion doing exactly that in the past three months. All up, it’s cut its share count by about 10% since early 2024. Fewer shares means shareholders own a bigger slice of the business and its profits. But buybacks aren’t free. That cash could have gone to bigger dividends, new mines or paying down debt. And Newmont says it can stop the buybacks at any time. Here’s TSN’s Take. A buyback doesn’t make the pizza bigger. It changes how it’s sliced. The real question is whether the company paid a fair price for its own shares.

#Investing #shares #Gold #ASX #stocks ...

Jacaranda Natural Resources has listed on the ASX with the ticker code of JRL. Subject to settlement of acquisitions currently under binding Acquisition Agreements, the company will own a portfolio of copper and gold exploration projects located in Australia and Botswana. Jacaranda believes its Queensland based White Cockatoo Project is a compelling exploration opportunity that will become the company’s flagship asset once its acquisition is completed. Jacaranda’s Botswana based assets comprise a portfolio of projects within recognised mineral belts that have supported significant mining operations and discoveries.

Media: The Stock Network, Lel Smits ...

Vection Technologies (ASX:VR1) brings together AI, hardware and enterprise systems into complete solutions for diverse industries including law enforcement, defence and business customers. The group posted its first full year of positive operating cash flow in FY26 and is now working with Xerox Holdings (NASDAQ:XRX) and Italian telco Retelit. Vection Technologies CEO of APAC Luis Nejo joins The Stock Network`s Lel Smits to discuss how far Vection has moved from its virtual reality days and what Xerox and Retelit could open up for the company.

🤖 From virtual reality to enterprise AI
📈 Business model potential
🤝 Xerox and Retelit
⚖️ Law-enforcement renewal ...

Teaminvest Private Group (ASX:TIP) is an ASX-listed investment house built to compound knowledge and wealth, by advising investors, managing funds and owning stakes in businesses run by talented leaders. Its CEO Andrew Coleman, author of Wealth Winners and Capital Killers, also hosted a packed TIP Conference in Melbourne last week. TIP Group CEO Andrew Coleman joins The Stock Network`s Lel Smits to discuss the compounding engine behind TIP, what drove a strong start to the new financial year and how far growth can continue over the next 12-months.

🏗️ Building Teaminvest’s unique compounding engine
📈 Lifting operating earnings in Teaminvest’s first quarter
🚀 Teaminvest’s next 12 months ...

Ever been paid for getting dumped? Gold miner Regis Resources (ASX:RRL) just has been. Back in May, it agreed to merge with Vault Minerals. Then rival Genesis Minerals came along with a better offer. But Regis didn’t leave empty-handed. Vault paid it a $51 million "break fee". That`s money which is agreed upfront in case one side chooses to go with someone else. Now Genesis and Vault say merging could unlock about $2 billion in savings and other benefits. Vault shareholders will vote on the merger next month. Here’s TSN’s Take. In a bidding war, losing doesn’t always mean losing out. That’s why break fees exist.

#Mining #ASX #Investing #fintok #gold ...

Ever moved into a new place and had no power? Data centre operator NEXTDC (ASX:NXT) has that problem on a giant scale. Work on the power lines feeding its big Melbourne data centre has been suspended, and NEXTDC doesn’t expect the next power boost until FY28. No power means no billing, so NEXTDC slashed revenue guidance by more than a fifth. Its shares fell sharply on the news. NEXTDC says the capacity is still under contract and building is continuing. But some contracts include penalties for late power, and in some cases, customers can walk away. Here’s TSN’s Take. Every boom has a bottleneck. For the AI boom, it was originally chips. Now it could also be power.

#tech #ASX #stock #finance #fintok ...

Do you know someone with diabetes? Almost 1.9 million Australians have it, and foot infections are one of its most dangerous complications. Recce Pharmaceuticals (ASX:RCE) just announced that its topical gel trial showed “strong efficacy" for treating those infections. But here’s the fine print. The trial is ‘double-blind’. That means some patients got the active gel, some got a placebo, and nobody knows who got what yet. The real test comes when an independent committee "unblinds" the data to separate the gel results from the placebo. Then it could recommend moving towards approval, changing the trial, or stopping it. Here’s TSN’s Take. A good result only counts when you know what it’s being compared against. Until the blind comes off, it’s a signal, not proof.

#diabetes #ASX #stock #health #medicine ...

AI Private Opportunities Trust (ASX:AIX) is building a portfolio of private AI companies that already earn revenue, with stakes in ByteDance, Databricks and one of the world`s leading AI laboratories. The trust raised more than $265 million ahead of listing in June, giving everyday investors access to companies usually reserved for large institutions. AI Private Opportunities Trust Investment Specialist Adam Myers joins The Stock Network`s Lel Smits to discuss how the portfolio is taking shape, how its holdings fit together and the trust`s move into physical AI.

🤖 Understanding recent AI market volatility
🏗️ Where are the opportunities in AI infrastructure
🚀 Moving from AI promise to meaningful revenue
🎯 What differentiates AIX

Pengana Investment Management Limited ACN 063 081 612, AFSL 219462 (Pengana) is the issuer of this information and units in AI Private Opportunities Trust ARSN 697 001 184 (AIX).

This information is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of AIX you should consider the PDS, TMD and ASX Announcements and assess whether AIX is appropriate given your objectives, financial situation and needs.

Neither Pengana nor any of its related entities, directors, partners or officers guarantees the performance of, or the repayment of capital, or income invested in AIX. An investment in AIX is subject to investment risk including a possible loss of income and principal invested. Past performance is not a reliable indicator of future performance, the value of investments can go up and down.

There are no guarantees that an active trading market with sufficient liquidity will develop or that such a secondary market will sustain a price representative of the NAV per AIX unit. In circumstances where AIX units are suspended from the ASX, unitholders may not be able to sell their AIX units via the ASX until trading recommences. ...

Alligator Energy (ASX:AGE) CEO and Managing Director Dr Andrea Marsland-Smith is speaking ahead of IMARC event in Sydney, discussing the company’s latest uranium drilling results at its Samphire Uranium Project in South Australia. Following the sale of its Northern Territory assets, Alligator Energy is focused entirely on South Australian uranium, progressing its feasibility study and mining lease application as it advances towards a potential mining decision.

TSN Interview:
🌏 Extending uranium mineralisation beyond previous drilling
⛏️ Progressing the Samphire feasibility study
⚒️ Advancing the path to a mining lease

Register for IMARC:
🗓️ 27–29 Oct 2026
📍 ICC Sydney
⚡ Promo code "tsn15" ...

Lode Resources (ASX:LDR) Managing Director Keith Mayes is speaking at the Rockstars Mining Investor Event this October, discussing the company’s wholly owned Montezuma silver-antimony project on Tasmania’s West Coast. With a maiden resource of 8.2 million ounces of silver equivalent that remains open at depth, recent drilling has identified a new high-grade tin-copper lode and extended the main deposit, with further assays pending. Keith joins The Stock Network’s Lel Smits to discuss the latest discoveries, the potential advantages of nearby brownfield infrastructure and the next steps towards resource growth and development.

TSN Interview:
⛏️ Discovering new lodes at the Montezuma silver-antimony project
🔎 Growing the resource through ongoing drilling

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Kaoko Metals (ASX:KAO) Managing Director and Founder Gerard O’Donovan is speaking at the Rockstars Mining Investor Event this October, discussing the company’s wholly owned Chalkos copper-silver project in north-western Namibia. The first drill holes at the Otniel discovery have returned broad, shallow copper mineralisation, with silver grades increasing alongside copper. Following a $20 million placement in September that brought new institutional investors onto the register and will fund further exploration, Gerard joins The Stock Network’s Lel Smits to discuss the initial assay results, ongoing drilling at Donkey Hill and the next steps in exploring the wider Chalkos landholding.

TSN Interview:
⛏️ Confirming shallow copper-silver mineralisation at Otniel
🔎 Expanding exploration across the Chalkos copper belt

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Corson Fiske Australia & New Zealand Managing Partner James Leslie-Watt is speaking at the Rockstars Mining Investor Event this October, discussing proposed changes to family trust taxation and the growing interest in moving personal wealth offshore. With the Federal Government proposing a 30% minimum tax on discretionary trust income from July 2028, business owners and investors are considering their options ahead of potential changes. James joins The Stock Network’s Lel Smits to discuss what the proposed reforms could mean for Australian families, how business owners are preparing and what to consider before moving wealth overseas.

TSN Interview:
⚖️ Understanding proposed family trust tax changes
🌏 Exploring the push to move personal wealth offshore

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Castile Resources Executive Chair and Managing Director Mark Hepburn is speaking at the Rockstars Mining Investor Event this October, discussing the company’s Rover 1 gold-copper project in the Northern Territory. A recently completed scoping study values the project at approximately A$1.1 billion before tax, with gold, copper, bismuth, cobalt and magnetite contributing to its development potential. With more than 100 exploration targets across the wider Rover field, Mark joins The Stock Network’s Lel Smits to discuss the drivers behind Rover 1’s valuation, the gap between the project’s value and Castile’s market valuation, and the funding strategy to advance the mine towards development.

TSN Interview:
⛏️ Valuing Rover 1 at approximately A$1.1 billion
🔎 Exploring the value of gold, copper and critical minerals

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Axel REE (ASX:AXL) Managing Director Dr Patience Mpofu is speaking ahead of IMARC in Sydney, discussing the company’s growing rare earths resource at its flagship Caladão project in Brazil. With a resource of more than 700 million tonnes and Lynas Rare Earths (ASX:LYC) moving to acquire nearby Meteoric Resources (ASX:MEI), Axel is accelerating work across its Brazilian projects and advancing its first in-situ recovery wellfield.

TSN Interview:
🌎 Fast-tracking rare earths exploration in Brazil
⚒️ Testing the first in-situ recovery wellfield at Caladão
🇨🇳 Building rare earths and gallium supply outside China

Register for IMARC:
🗓 27–29 Oct 2026
📍 ICC Sydney
⚡ Promo code "tsn15" ...

Patriot Resources (ASX:PAT) CEO and Managing Director Dominic Duggan is speaking at the Rockstars Mining Investor Event this October, discussing the company’s wholly owned Tassa high-grade silver-gold project in southern Peru. The project hosts a maiden inferred resource of 31.4Moz silver equivalent and remains open in all directions. Dominic joins The Stock Network’s Lel Smits to discuss the company’s focused strategy in Peru, community support and the next steps towards drilling.

TSN Interview:
⛰️ Focusing on Tassa’s high-grade silver-gold potential
⛏️ Preparing for the first drill program

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Red Metal Managing Director Rob Rutherford is speaking at the Rockstars Mining Investor Event this October, discussing the company’s 100%-owned Sybella rare-earths project near Mount Isa in northwest Queensland. With a large, shallow rare-earths system and a globally significant inferred resource base, Sybella is advancing through a pre-feasibility study alongside further metallurgical testwork, geotechnical studies and resource drilling. Rob joins The Stock Network’s Lel Smits to discuss Sybella’s scale, its potentially simpler processing pathway, the project’s development outlook and the key milestones investors should watch next.

TSN Interview:
⛰️ Advancing Sybella’s giant Queensland rare-earths opportunity
🔬 Progressing the pre-feasibility study and metallurgical testwork

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Far East Gold (ASX:FEG) shareholders have backed the Board majority at extraordinary general meeting, voting to remove three directors. The gold and copper explorer is advancing its Idenburg gold project in Indonesia. Its largest shareholder, Xingye, has called a second meeting for 3 November to remove four directors, including the CEO. FEG Managing Director and CEO Shane Menere joins The Stock Network`s Izaac Ronay to discuss the vote, the next meeting on 3 November, the Money of Mine commentary and the company`s talks with potential partners and investors.

⚒️ Securing shareholder backing at the EGM
🗓️ Preparing for the 3 November meeting
🤝 Resetting the relationship with Xingye
🎙️ The Money of Mine commentary
🚀 Looking ahead, funding, partnerships and asset-level transactions ...

How much of every dollar does a business keep? For TSMC (NYSE: TSM), it’s about 51 cents. The Taiwanese chipmaker brought in almost $47 billion in the September quarter, and kept about $24 billion in net profit. That’s because TSMC makes the world’s most advanced chips for other companies, including the ones powering AI. And hardly anyone else can make them, so customers pay up. TSMC expects to bring in even more next quarter, up to $54 billion. But that’s a forecast, and it depends on the AI boom continuing. Here’s TSN’s Take. Don’t just ask how much a company sells; ask how much it keeps. At TSMC, that’s half of every dollar.

#AI #tech #stocks #money #investing ...

Southern Palladium (ASX:SPD, JSE:SDL) Executive Chairman Roger Baxter is speaking at Rockstars Mining Investor Event this October, discussing the company’s progress at its Bengwenyama platinum group metals and chrome project in South Africa. The updated study has increased the project’s valuation by 129% to US$1.96 billion. Roger joins The Stock Network’s Lel Smits to discuss the drivers behind the improved valuation, financing pathways and the project’s development outlook.

TSN Interview:
📈 Project valuation more than doubles to US$1.96 billion
⛏️ Moving towards financing and development

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Critica Chairman Tim Lindley shares why tungsten is so important and why countries are racing to build their own supply chains. Tungsten is a critical metal used across defence, aerospace, electronics and advanced manufacturing, valued for its exceptional hardness and extremely high melting point.

🌏 Essential for defence, industrial tools and advanced technologies.
⛏️ Countries are strengthening domestic supply chains.
🚀 Growing demand is highlighting tungsten’s strategic importance. ...

Do you know who actually owns your life insurance? For millions of Aussies, it’s Japan’s Dai-ichi Life, which owns TAL. Now TAL wants to buy Challenger (ASX: CGF), Australia’s biggest annuity provider. It already owns about a fifth, and has offered $11.80 a share for the rest in a deal that values Challenger at about $8 billion. Why? Japan’s customer base is shrinking. Its population is ageing and falling, so its insurers are buying growth overseas, in places like Australia. Here’s TSN’s Take. When a home market stops growing, companies go looking for one that hasn’t. Follow the demographics, and you’ll see where the money’s heading.

#money #investing #stocks #finance #retirement ...

Wiluna Mining Corporation has listed on the ASX with the ticker code of WMC. It is a gold mining and exploration company that owns and operates the WA-based Wiluna Gold Mine located at the northern end of the Yilgarn Craton, Australia’s largest gold enriched geological terrane. Wiluna Mining also owns extensive existing underground and processing infrastructure. This infrastructure includes a plant that has been processing tailings and fresh ore under a toll treatment agreement for the Golden Age Cutback since 2023. Wiluna Mining plans to undertake significant drilling programs that will re-establish underground and surface mining opportunities within its tenements.

Media: The Stock Network, Lel Smits ...

Pengana Private Equity Trust (ASX:PE1) is lifting its target distribution to at least 6%, introducing quarterly payments and targeting long-term returns of 10 - 14%. Listed on the ASX since 2019, the trust provides Australian investors with access to more than 600 private companies globally, including its largest holding, Space Exploration Technologies Corp (SPCX:NASDAQ). Following strong performance over the past year and portfolio realisations, Pengana Capital Group Investment Specialist Will Dougall joins The Stock Network`s Lel Smits to discuss what`s driving the changes, how the portfolio is performing and what investors can expect next.

📈 Boosting investor distributions to 6%
🌎 Delivering returns across global private markets
💵 Targeting 10–14% returns with quarterly payments ...

Mitchell Services (ASX:MSV) operates rigs for miners across Australia and has just reported record quarterly earnings, along with a world first in drilling for BHP Group (ASX:BHP) through its Loop decarbonisation business. The driller, a name in Australian mining since 1969, is seeing strong demand from gold and copper miners as high prices lift drilling budgets. Mitchell Services Chief Executive Officer Andrew Elf joins The Stock Network`s Lel Smits to discuss the record September quarter, the BHP well and the push to put more rigs to work.

📈 Lifting quarterly earnings to a record at Mitchell Services
⚒️ Intersecting well from inside an open-cut pit for BHP
🏗️ Adding rigs to meet gold and copper demand ...

Epiminder (ASX:EPI) has passed 100 patient enrolments in its US DETECT study, advancing ahead of schedule across more than 20 US centres. The study is evaluating the Minder System, an implant placed under the scalp that records brain activity around the clock for people whose epilepsy remains undiagnosed after hospital monitoring. With funding secured well into 2028, CEO Dr Rohan Hoare joins The Stock Network’s Lel Smits to discuss the enrolment milestone, clinical insights and the pathway towards reimbursement and early revenue.

🧠 Reaching 100 patient enrolments
🔬 Advancing the DETECT study
💊 Progressing towards reimbursement and revenue ...

When everyone’s renovating, who’s guaranteed to get paid? Tradies. And the data centre boom has tradies too. SHAPE Australia (ASX: SHA) has just won a contract worth about $800 million to expand a data centre in Sydney. That’s what investors call a picks and shovels play. SHAPE doesn’t have to know which tech giant wins the AI race. It gets paid to build the sheds they all need. But there’s a catch. It’s a fixed price, so just like a tradie’s quote, if costs blow out, SHAPE wears it. Here’s TSN’s Take. In a building boom, the tradies get paid. BBut a fixed price is a promise, and the builder pays for every surprise.

#AI #stocks #money #fintok #tech ...

KGL Resources (ASX:KGL) has received the green light to build its wholly owned Jervois Copper Project in the Northern Territory following a final investment decision. Since its last interview with The Stock Network in August, KGL has received the full early deposit from Wheaton Precious Metals, joined the All Ordinaries Index and appointed a new independent director. CEO Sam Strohmayr joins The Stock Network’s Lel Smits to discuss the construction timeline, Jervois processing plant and the pathway to first copper.

🏗️ Moving Jervois into construction
⚙️ Building the processing plant
⛏️ Advancing towards first copper ...

Alcidion (ASX:ALC) Managing Director and CEO Kate Quirke is speaking at the @TIPGroup_Ltd Conference, discussing the expansion of its Miya Precision healthcare software platform across hospitals in the UK, Australia and New Zealand, following a record financial year with revenue up 27% and positive operating cash flow. With an expanded contract secured with Northern Care Alliance NHS Foundation Trust, Kate joins The Stock Network’s @LelSmits to explore upgrading existing hospital customers, competing for hospital contracts and Alcidion’s growth outlook.

TSN Interview:
🏥 Upgrading existing hospital customers to Miya Flow
🇦🇺 Competing for NHS and Australian hospital contracts

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍 The Glass House, Melbourne ...

Cogstate CEO and Managing Director Brad O’Connor is speaking at the TIP Conference, discussing the company’s cognitive testing technology supporting clinical trials across Alzheimer’s disease, sleep, rare disease and psychiatry. Following a record year, Cogstate is supporting more trials than ever while returning capital through dividends and a share buy-back. Brad joins The Stock Network’s Lel Smits to discuss recent bipolar and depression trial wins, clinical technology partnerships and the role of AI in improving trial operations.

TSN Interview:
🧠 Landing late-stage bipolar and depression trials through clinical technology partnerships
🤖 Using AI and automation to improve clinical trial operations

Register for TIP’s conference:
🗓️ Wednesday 21 October 2026
📍 The Glass House, Melbourne ...

How much of your everyday life runs on a company you’ve probably never heard of? For a lot of Aussies, that’s Glencore (ASX:GLC). It’s the biggest producer of coal, cobalt, nickel, lead and zinc in Australia. The Swiss company has just started trading on the ASX, but its main listing stays in London, with another in Johannesburg. And the pitch to Aussie investors? Copper. Glencore says it has a clear path to becoming one of the world’s biggest producers. But its coal and trading businesses are bringing in the cash right now. Here’s TSN’s Take. A new listing is a sales pitch, so look past the growth story and check what`s actually paying the bills today.

#mining #Copper #ASX #Investing #stocks ...

Tasmea Managing Director Stephen Young is speaking at the TIP Conference, discussing the group’s record FY26 result, upgraded FY27 earnings guidance and growing opportunities across data centres, resources and energy. Following the completion of the Maxim and JPS acquisitions and the build-up of a record order book, Stephen joins The Stock Network’s Lel Smits to explore Tasmea’s growth strategy, electrification demand and the outlook for the year ahead.

TSN Interview:
🏗️ Building a high-return growth platform
⚡ Data centres: Maximising a major growth opportunity
⛏️ Resources and energy: The core earnings engine
🚀 Entrepreneurial growth, disciplined risk

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍 The Glass House, Melbourne ...

ECS Botanics Managing Director Nan-Maree Schoerie is speaking at the TIP Conference, discussing the company’s transition to positive EBITDA and operating cash flow in FY26 as branded sales doubled. Following its launch in Germany, ECS has secured a supply agreement with Curaleaf Laboratories to expand into the UK medicinal cannabis market. Nan-Maree joins The Stock Network’s Lel Smits to discuss production cost reductions, international expansion and opportunities across the UK and Europe.

TSN Interview:
🌱 Cutting ECS Botanics` cost of growing medicinal cannabis
🌍 Taking Australian-grown medicinal cannabis into the UK and Europe

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍 The Glass House, Melbourne ...

Centuria Capital Group Co-Head of Unlisted Funds Stuart Wilton is speaking at the TIP Conference, discussing the group’s $22.2 billion asset portfolio and its latest unlisted property fund, seeded with a prime Sydney CBD office asset. With more than 15,000 private investors across its unlisted property funds, Stuart joins The Stock Network’s Lel Smits to explore what private investors want from property, selecting assets for unlisted funds and the outlook for the sector.

TSN Interview:
🏢 Backing larger single-asset Centuria property funds
📈 Shaping the outlook for Centuria`s unlisted property funds

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍 The Glass House, Melbourne ...

Europa Metals has listed on the ASX with the ticker code of EUZ. The company is a Europe-focused antimony and gold explorer. It has the right to acquire five exploration blocks located along a circa 40km trend within the north-western Tethyan Metallogenic Belt in Austria’s eastern Alps. The three priority projects within these blocks, the Kreuzeck West, Kreuzeck East and Goldeck-Siflitz projects, host documented historic production of both high-grade antimony and gold. They also come with additional copper, nickel and cobalt potential, and boast underground access and strong supporting datasets.

Media: The Stock Network, Lel Smits ...

Rivco Australia Executive Manager - Corporate Lachlan Campbell is speaking at the TIP Conference, discussing the company’s Australian water entitlement portfolio across the southern Murray-Darling Basin and its growing relationships with farmers. Since bringing management in-house last November, Rivco has increased the share of its portfolio leased to farmers from approximately 50 per cent to 80 per cent. Lachlan joins The Stock Network’s Lel Smits to discuss positioning Rivco’s portfolio where Murray water supply is tightest, securing long-term tenants among Australia’s largest irrigators and the water challenges facing California.

TSN Interview:
💧 Positioning Rivco’s water portfolio where Murray supply is tightest
🌱 Securing long-term tenants among Australia’s largest irrigators
🇺🇲 Exploring water challenges in California

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍The Glass House, Melbourne ...

Solvar CEO and Managing Director Scott Baldwin is speaking at the TIP Conference, discussing the group’s Australian loan book, which has surpassed $1 billion for the first time, and its more than $400 million in funding headroom to support growth across consumer and commercial lending. Scott joins The Stock Network’s Lel Smits to discuss loan book momentum, maintaining credit quality and growing Bennji as a second engine of commercial lending growth.

TSN Interview:
📈 Building on loan book growth in FY27
🛡️ Managing credit quality across Solvar’s loan book
🚀 Bennji becoming a second growth engine

Register for TIP`s conference:
🗓️ Wednesday 21 October 2026
📍The Glass House, Melbourne ...

Overwatch Technologies has listed on the ASX with a ticker code of OWL. The company uses drone-based platforms and sensors to detect, map and track radio-frequency emissions. Its intelligence, surveillance and reconnaissance services support government clients monitoring maritime threats, including illegal fishing, trafficking and dark fleets. Overwatch plans to expand into land and subsea data capture while building a high-margin dataset monetisation business. 

Media: The Stock Network, Lel Smits ...

Critica Chairman Tim Lindley is speaking at Rockstars Mining Investor Event this October, discussing the company’s progress at its wholly owned Mt Lindsay tin-tungsten project in Tasmania and Jupiter rare earths project in Western Australia. Since Critica last spoke with The Stock Network in October 2025, the company has delivered a Scoping Study for Mt Lindsay, outlining a modelled after-tax net present value of approximately A$1 billion, and defined its first Indicated Resource at Jupiter. Tim joins The Stock Network’s Lel Smits to discuss potential funding pathways for Mt Lindsay, the project’s development outlook and what’s next for Jupiter.

TSN Interview:
⛰️ Financing Mt Lindsay as tungsten supply tightens
🔎 Finishing the Jupiter rare earths Scoping Study

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27 ...

Do you know exactly where your savings are right now? Central banks are asking the same question about their gold. DNB, the Dutch one, recently shifted around 86 tonnes from North America to London. DNB says it’s about being ready for a crisis. London is the world’s gold trading hub, so gold kept there can be sold fast if DNB ever needs cash. So where’s Australia’s? The RBA says 99.9% of it is already in London, for the same reason. And its auditors checked the bars there last year. Here’s TSN’s Take. It’s not just what you own. It’s where it is, and how fast you can get to it. Would you keep gold overseas? Let us know what you think in the comments.

#stocks #finance #gold #mining #investing ...

Has your house ever gone up in value without you renovating it? Gold miners experience the same thing. Their gold can grow without them finding much more. Astral Resources (ASX:AAR) just said the gold at its Spargoville project in WA has jumped 102%, with only a “modest” amount of new drilling.

The company says the biggest reason was the gold price. It lifted its price assumption from $3,500 to $4,500 an ounce. At that price, lower-grade rock becomes worth digging up. So the planned pit gets bigger, and more gold gets counted. Here’s TSN’s Take. A gold resource is a bit like your house value. It depends on what the market will pay, not just the bricks. What should we decode next? Tell us in the comments!

#gold #mining #ASX #stocks #fintok ...

Southern Palladium (ASX:SPD, JSE:SDL) Executive Chairman Roger Baxter joins The Stock Network at the @goldeventaus, hosted by @thatgoldlady, to discuss the updated Prefeasibility Study for the Bengwenyama PGM-chrome Project in South Africa, which more than doubled post-tax NPV to US$1.96 billion and lifted post-tax IRR to 39.1%.

⛏️ Transforming Bengwenyama into a PGM-chrome co-product operation
🔎 Lifting chrome recovery to 85.6% through DFS-level metallurgy
📈 Strengthening project economics ahead of financing and development ...

49 Metals (ASX:49M) Managing Director Phil Carter joins The Stock Network at the @goldeventaus, hosted by @thatgoldlady, to discuss the next phase of drilling at Gold Mountain in Nevada, following a successful maiden campaign that intersected gold and/or silver mineralisation in all 22 holes.

⛏️ Fast-tracking a 3,500m drilling program at Gold Mountain
🔎 Expanding the Adit Zone and testing higher-grade structures
📈 Exploring the scale and growth potential of a broad gold-silver system ...

EBR Systems continues its US rollout of the WiSE® CRT System, the world`s only wireless cardiac pacing device for heart failure. Since last speaking with The Stock Network in June, the number of physicians trained to implant WiSE® has reached one hundred, and EBR has now signed more than fifty hospital purchasing contracts. EBR Systems Chief Corporate Development Officer Andrew Shute joins The Stock Network`s Lel Smits to discuss Medicare payments, hospital uptake and the move to in-house manufacturing.

🏥 Gaining higher Medicare hospital payments for WiSE® procedures
🫀 Deepening WiSE® utilisation inside activated hospitals
⚕️ Preparing Santa Clara WiSE® manufacturing for FDA approval ...

When is a gold ounce not a gold ounce? When it’s something miners call a “gold equivalent ounce”. Canadian miner DPM Metals (ASX:DPM) just reported 97,000 of them for the September quarter. But only 53,000 were actual gold. The rest? Silver, copper, zinc and lead. All counted as gold, based on what each metal was worth that quarter. So when those metal prices move, the gold figure moves too.

DPM’s newest mine, in Bosnia, produced about 45,000 of those ounces. Only around 10,000 were actually gold. Here’s TSN’s Take. Always read past the headline number because all that glitters isn’t gold. Sometimes it’s silver, zinc and lead.

#gold #mining #ASX #stocks #investing ...

Sea Forest (ASX:SEA) signs a distribution agreement with leading beef processor and exporter Teys Australia. The agreement increases the total number of cattle under agreement to use Sea Forest’s methane-reducing SeaFeed product from 131,000 to 541,000, including existing cattle already contracted with Teys.

🐄 480,000 cattle target: Sea Forest and Teys Australia aim to reach at least 480,000 head of cattle using SeaFeed by June 2027, including cattle within Teys’ customer network.
🤝 Exclusive distribution deal: Teys Australia will exclusively distribute SeaFeed to the beef industry in Australia and New Zealand during the agreement, subject to meeting purchase volume targets.
🌱 Existing feedlot use: Teys will continue using SeaFeed at its Jindalee, Charlton and Condamine feedlots, with use expected to cover approximately 70,000 cattle at full utilisation.
📅 Agreement through 2030: The initial agreement runs until 30 August 2030, with options to extend by mutual agreement. Product pricing will be agreed between the two companies.

“This is a transformational commercial milestone for Sea Forest and a step change in accelerating industry-led adoption of methane reduction technology for the Australian agricultural sector.” – Sam Elsom, Sea Forest Managing Director and CEO ...

What happens when a gold miner doesn’t lock in its price? West African Resources (ASX:WAF) just reported a record quarter. It produced almost 128,000 ounces of gold. But it got paid less per ounce than earlier this year. Why? Gold came off its highs, and West African is unhedged, so it takes whatever the market pays. Some other miners lock in a price ahead of time. That`s hedging.

Think of it like your mortgage. Hedging is a fixed rate, and unhedged is variable. When gold soars, West African Resources gets the upside. And when gold dips, it feels the drop. Here`s TSN`s Take. The gold price tells you what gold`s worth. The hedge tells you what a miner actually gets paid.

#gold #mining #ASX #stocks #investing ...

Glencore plc has listed on the ASX with a ticker code of GLC, adding a third exchange listing alongside London and Johannesburg. Australian investors will be able to trade Glencore through CHESS Depositary Interests, with each CDI representing one ordinary share. The global miner, producer and commodities marketer offers exposure to copper, coal, nickel, zinc and other critical resources. The secondary ASX listing broadens access for Australian investors, without a capital raise or new shares being issued.

Media: The Stock Network, Lel Smits ...

Imagion Biosystems is testing MagSense®, a non-radioactive imaging agent designed to help MRI scans detect cancer earlier and more precisely, starting with HER2-positive breast cancer. Since last speaking with The Stock Network in September, the company has secured central ethics approval for its US clinical trial, selected five clinical sites and restarted nanoparticle manufacturing. Imagion Biosystems Chair Bob Proulx joins The Stock Network`s Lel Smits to discuss how MagSense® compares with today`s imaging, what the trial needs to show and the wider pipeline.

⚕️ Challenging PET scans with non-radioactive MagSense® MRI
🔬 Testing MagSense® against lymph node biopsy
🎗️ Expanding MagSense® into prostate and ovarian cancer ...

Identifai Genetics has listed on the ASX with a ticker code of ID1. The company has developed a patented, non-invasive first-trimester blood test to screen broadly for foetal genetic anomalies. Its data-driven approach aims to provide more comprehensive results than current non-invasive tests, which detect fewer than 10% of known disorders. Identifai is targeting US commercialisation after a trial showed 96% disease-status accuracy, with Windrose™ set to launch soon.

Media: The Stock Network, Lel Smits ...

Why is Google (NASDAQ: GOOGL) betting on old nuclear plants? It just signed a deal with Constellation Energy (NASDAQ: CEG) to squeeze more power out of 11 reactors that are already running. Constellation will pay for the upgrades, and Google will buy the extra power for 20 years. It`s not a one-off either. Google`s also backing the restart of a nuclear plant in Iowa. In total, Google says it has secured more than 1.5 gigawatts of new nuclear power from existing plants.

So why nuclear? Google says it`s clean, reliable, and runs 24/7, which is exactly what AI needs. Here`s TSN`s Take. AI might be the future. But it still has to plug into the past. And if that means nuclear power, Australia has more uranium than any country on earth.

#AI #tech #stocks #money #nuclear ...

Rick Rule explains what mining prospect generators are and how prospect generators view exploration as a knowledge business, not an asset business:

🔬 Generating geological concepts through technical and commercial expertise
🤝 Farming out exploration to other mining companies to fund the heavy lifting
🏗️ Building a portfolio of projects while retaining exposure to multiple opportunities

Rick highlights how a real asset in early-stage companies is human intelligence, with prospect generators diluting at the project level rather than diluting that expertise. ...

Metals Australia (ASX:MLS) has outlined a new VTM resource at its Manindi West Project in Western Australia, located just 1km from its existing Zinc-Copper-Silver project. With zinc markets strengthening, how could the two projects work together to create a bigger opportunity? CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the new VTM resource, the potential for synergies across the Manindi portfolio, strengthening zinc market conditions and the Company’s growth strategy.

🪓 Expanding the VTM opportunity
⚒️ Building on the nearby zinc opportunity
🇦🇺 Unlocking value across Manindi ...

Are you worried about money lately? So is almost everyone else. Westpac’s (ASX:WBC) latest consumer sentiment survey shows confidence has dropped to one of its lowest points since the early 1970s. Pessimists now outnumber optimists in 102 of the 106 groups it tracks. The survey ran across the week of the RBA’s latest hike. Before the decision, people were slightly more upbeat than last month. After it, they were as gloomy as during the recession of the early 1990s. Westpac says the pressure is likely to continue. Petrol prices remain elevated, and more than 80% of people now expect mortgage rates to keep rising. Here`s TSN`s Take: A rate rise may take months to reach the economy, but it`s an instant hit to confidence.

#australia #costofliving #stocks #finance #money ...

Island Pharmaceuticals (ASX: ILA) commences Good Manufacturing Practice (GMP) manufacturing of Galidesivir, marking an important milestone in its development program for Ebola and Marburg. The first 5kg batch is targeted for completion by the end of October and is intended to support the company’s approved Monitored Emergency Use of Unregistered and Experimental Interventions (MEURI) program in Uganda.

.🏭 Manufacturing underway: GMP production of Galidesivir’s active pharmaceutical ingredient began on 1 October at PI Health Sciences, with the first 5kg batch targeted for completion by the end of October.
🇺🇬 Ebola program: The first batch is earmarked for Island Pharmaceuticals’ approved emergency-use program during the ongoing Bundibugyo Ebola outbreak in Uganda, under the WHO’s MEURI framework.
🧪 Second batch planned: A second 5kg batch is targeted for completion by late November to support Island’s broader Ebola strategy and planned Marburg study.
📊 Data collection: Treatment under the MEURI program is expected to provide clinical, safety and virological data from patients treated with Galidesivir.

“Together, these activities strengthen Galidesivir’s development readiness as we work to position it as a potential broad-spectrum medical countermeasure for high consequence viral threats.” – Dr David Foster, Island Pharmaceuticals CEO and Managing Director ...

Is AI killing consultants? Many people thought the answer was yes because consulting work involves a lot of research, analysis and slide decks. AI can do all of that, fast and cheap. But maybe the death of consulting was called too soon. Accenture (NYSE: ACN), one of the world`s biggest consulting firms, just beat its own forecasts with quarterly revenue of $18.7 billion. The company`s share price surged on the results. On an earnings call, Accenture`s CEO said AI is actually a tailwind for the company. More than 400 clients hired it for AI work this year, and the company`s headcount is up. Here`s TSN`s Take: Every new technology needs someone to install it. Sometimes that`s the company everyone said it would kill.

#AI #tech #stocks #fintok #investing ...

Lynas Rare Earths (ASX:LYC) has agreed to acquire Meteoric Resources (ASX:MEI), owner of the Brazil-based Caldeira Rare Earth Project, in an all-scrip deal valued at approximately A$968 million. The deal gives the target’s shareholders exposure to Lynas and its rare-earth processing capability. Meteoric Resources shares rose 52.9% on the takeover offer, adding around $171 million to the company’s market value.

💰 A$968m deal: Lynas has agreed to acquire 100% of Meteoric Resources through an all-scrip transaction.
🌏 Rare-earth project: The deal gives Lynas access to Meteoric’s Caldeira Rare Earth Project in Brazil.
📈 Share price jumps: Meteoric shares rose 52.9% following news of the takeover offer, adding approximately $171 million to its market value.

“This project has been progressed with an intensive focus on the fundamentals: drilling, geological understanding, metallurgical recoveries and test work, including from our own pilot plant.” Dr Andrew Tunks, Meteoric Resources Executive Chair ...

Imugene (ASX:IMU) has reported additional results from its azer-cel Phase 1b trial, with one complete response and one partial response recorded in the trial’s BTK inhibitor combination cohort. The cohort now has a 71% overall response rate across seven patients, while the broader Phase 1b study has recorded a 75% overall response rate across 55 patients.

🧬 New responses: One patient with mantle cell lymphoma achieved a complete response, while a patient with chronic lymphocytic leukemia achieved a partial response.
📊 71% response rate: The Bruton Tyrosine Kinase inhibitor (BTKi) combination cohort has recorded an overall response rate of 71% across seven patients, all of whom had previously progressed on BTK inhibitor treatment.
🔬 Broader trial results: Across all three Phase 1b cohorts, azer-cel has recorded a 75% overall response rate across 55 patients, including patients who had and had not previously received CAR T treatment.

“The key here is that we are treating patients who have all progressed on BTK inhibitors and who have high unmet need hematologic cancer with few therapeutic options.” – Paul Hopper, Imugene Executive Chairman ...

Who owns the toll roads you drive on? Until now, Canada`s national pension fund has owned part of Sydney`s road network. It`s selling out, and Transurban (ASX:TCL) is paying $4.5 billion for its share. The deal will increase Transurban’s stakes in Westlink M7, NorthConnex and WestConnex. It still needs regulatory approval, and Transurban says there’ll be no change to tolls. Transurban doesn’t actually own these roads. It holds concessions that run out. NorthConnex in 2048, the M7 in 2051, WestConnex in 2060. Here`s TSN`s Take: A toll road isn`t an asset you own forever. It`s a clock, and you`re buying the years left on it.

#stocks #roads #traffic #money #sydney ...

There`s a new way to build software, and it has a great name. "Vibe coding". Here`s how it works. You describe what you want in plain English. An AI writes the code. You try it, tell it what to fix, and go again. The term came from Andrej Karpathy, a founding member of OpenAI and Tesla`s former head of AI. In February 2025 he posted about fully giving in to the vibes and forgetting the code even exists. It took off. Collins Dictionary named "vibe coding" its Word of the Year for 2025. Anyone can try it. Open an AI coding tool, type "build me a budgeting app", and keep refining. There`s a catch. Every prompt, and the code that comes with it, goes to an AI model, often on servers overseas. Australian based SCX.ai runs its own coding model only on domestic servers, so the code stays in the country.

#AI #vibecoding #stocks #tech #fintok ...

Normandy Minerals has listed on the ASX with the ticker code of NMD. The company is a gold explorer focused on consolidating a substantial package of prospecting, exploration and mining tenure within Western Australia’s highly prospective Marda-Diemals region. On completion of Normandy Minerals’ IPO, the company will hold interests in the advanced Halleys and Mt Jackson Projects, and the earlier-stage Perrinvale Project. Normandy Minerals’ project portfolio is supported by extensive historic exploration and gold production activities, which will be used to rapidly prioritise and advance planned upcoming exploration programs.

Media: The Stock Network, Lel Smits ...

Metals Australia (ASX:MLS) has established a maiden Mineral Resource at its Manindi West VTM Project in Western Australia, adding significant scale to its critical minerals portfolio. Testwork has also produced high-purity titanium oxide, while further resource growth remains possible through the Exploration Target and additional zones not yet included in the resource. With the existing Zinc-Copper-Silver project just 1km away and zinc market conditions strengthening, Metals Australia is also exploring opportunities across the broader Manindi portfolio. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the new resource, the titanium opportunity, the zinc upside and the Company’s next phase of growth.

🪓 Growing the VTM opportunity
⚒️ Turning VTM into value
🇦🇺 Unlocking the broader Manindi portfolio
🇺🇲 Upcoming US and Canada travel expectations ...

Axel REE (ASX:AXL) has significantly expanded its Caladão Rare Earth Project in Brazil, more than doubling the Mineral Resource at its Woolrich deposit to 264.6Mt, including a maiden 110.1Mt Indicated Resource. Managing Director Dr Patience Mpofu joins The Stock Network’s Lel Smits to discuss the major resource upgrade, what the maiden Indicated Resource means for Woolrich, the expanding gallium opportunity and Axel’s strategy to develop a large-scale critical minerals platform in Brazil.

🇧🇷 A major resource milestone in Brazil
🪓 Caladão growing scale as the project moves towards development
⛏️ Building a broader critical minerals platform ...

Axel REE is presenting at IMARC, highlighting the company’s rare earths strategy and the latest developments across its Caladão Rare Earths Project in Brazil.

🇧🇷 Caladão resource and exploration
⛰️ Progress in gallium and rare earths development
🌎 Key opportunities across the company’s portfolio
🪓 What’s next as Axel REE advances its projects

🗓 27 - 29 Oct 2026
📍 ICC Sydney ...

Far East Gold (ASX:FEG) is heading towards two shareholder meetings in October and November as a dispute over the Company’s Board and future direction comes to a vote. The Company has called an Extraordinary General Meeting for Wednesday, 21 October 2026, following notices seeking the removal of three directors. A separate Xingye-convened meeting is scheduled for 3 November 2026. With shareholders facing two sets of resolutions, Far East Gold Managing Director and CEO Shane Menere joins Lel Smits from The Stock Network to explain how the Company reached this point, what shareholders are being asked to decide, and what is at stake for FEG.

🔹 What shareholders should understand today
🔹 How FEG got into this situation
🔹 Xingye’s approach
🔹 The removal notices
🔹 The Board’s position
🔹 Two meetings and the voting process
🔹 The importance of shareholder participation
🔹 The commercial picture
🔹 The type of deal FEG is seeking
🔹 Creating a stronger position for FEG
🔹 Idenburg and the broader strategy
🔹 Delivering for shareholders
🔹 Final message to shareholders ...

Why the world is running short of copper 🔌🟠

Copper is in almost everything that runs on electricity, from house wiring and power grids to electric cars and AI data centres.

Demand is climbing fast. S&P Global forecasts the world will need 42 million tonnes of copper a year by 2040, a 50% jump from last year. But supply is struggling to keep up. S&P warns of a potential 10 million-tonne shortfall by 2040 without major new mines, while the International Energy Agency sees a 30% gap as early as 2035.

So why not just dig more? New copper mines are slow. It has recently taken close to 18 years on average to go from discovery to production. New deposits are also harder to reach, with lower grades and higher costs. That`s why bringing new copper projects into production is becoming increasingly important.

Australian copper developer KGL Resources says its Jervois project in the Northern Territory is fully funded, with first production targeted for 2028.

#copper #AI #mining #stocks #fintok ...

Gold and silver explorer 49 Metals (ASX:49M) is fast-tracking follow-up drilling at Gold Mountain in Nevada, with a 3,500m program scheduled for October. The program will expand and infill the Adit Zone, building on a maiden campaign where all 22 holes intersected gold and/or silver mineralisation and identified a broad system with multiple higher-grade structures. 49 Metals Managing Director Phil Carter joins The Stock Network’s Lel Smits to discuss the next phase of drilling and Gold Mountain’s growth potential.

⚒️ Expanding the Adit Zone
🪓 Testing the broader system
🚀 FY27 outlook ...

OpenAI says sorry to Australia 🇦🇺

Why has OpenAI just apologised to Australia? In June, one of its research agents was looking for public data on medicine spending, hit blocks, and found a way around them. The agent got into a Medicare statistics portal, accessed non-public files, and wrote files to the server. No personal information is believed to have been accessed, but investigations are ongoing. OpenAI says it should have told Australia sooner. It took until September, and the notification went to a public mailbox. The Prime Minister called that unacceptable. Now there`s a taskforce, a forensic investigation, and OpenAI faces a parliamentary committee next week. Here`s the TSN Takeaway: When an AI is told "no", someone still has to be watching what it does next.

#AI #OpenAI #tech #money #Australia ...

Minerals 260’s $420 million royalty deal ⛏️

How do you build a gold mine without borrowing a cent? Minerals 260 (ASX:MI6) is developing Bullabulling, a gold project near Kalgoorlie in Western Australia, and it`s raised $420 million from a Canadian company called Franco-Nevada. Franco-Nevada doesn`t mine anything. It buys royalties. So it hands over cash today, and in return it takes a cut of every ounce Bullabulling ever produces.

Minerals 260 has gone back twice this year and sold a bigger slice. That slice started at one per cent, and now it’s almost four. Here`s the TSN Takeaway: Every dollar has a price. Sometimes it`s interest on a loan. And sometimes it`s a share of everything you make, forever.

#ASX #gold #mining #fintok #stocks ...

$38B Gold takeover tussle 💰

Why did an Aussie miner reject a $38 billion takeover? Northern Star (ASX:NST) just revealed that South Africa`s Gold Fields recently wanted to buy it. But about three-quarters of that offer was Gold Fields shares, with the rest in cash. Gold Fields` share price has dropped since the offer was made, so the offer shrank with it. Nobody renegotiated; the price just moved. Northern Star`s board said the offer undervalues the company, and that taking Gold Fields stock would expose its own shareholders to risks they don`t have today. Here`s TSN`s Take: A cash offer is a price. A share offer is a bet on the buyer, and the odds move daily.

#mining #ASX #fintok #investing #gold ...

China backing Bannerman`s uranium mine 🇳🇦☢️🇨🇳

Who pays to build a mine these days? Increasingly, a government. A Chinese state-owned nuclear giant just paid Bannerman Energy (ASX:BMN) US $320 million for almost half of its uranium project in Namibia. The buyer will also take 60 per cent of the output for the life of the mine. The US did something similar last month, offering up to $400 million to build an Australian scandium mine, and taking first call on what comes out. That`s the pattern. Building a mine costs hundreds of millions, and lenders want certainty. Governments want the metal. So they pay in cash, and get paid in metal. Mining used to be about who owned the ground. Now it`s about who`s promised the output.

#mining #uranium #stocks #china #ASX ...

Rubicon Water (ASX:RWL) has been selected for a major irrigation modernisation project in Morocco, with a joint venture bid incorporating approximately A$12 million of Rubicon solutions chosen by Moroccan Government agency the Office Régional de Mise en Valeur Agricole du Tadla (ORMVAT).

💧 A$12m project selected: The project will modernise the main canals serving the 69,600-hectare Béni Moussa irrigation perimeter in Morocco’s Tadla region.
⚙️ Rubicon technology: The company will provide its Total Channel Control technology, automated canal regulation gates, communications infrastructure and NeuroFlo software platform, subject to formal contract execution.
📄 Contract process: The selection follows administrative, technical and financial assessments, with a statutory 15-day appeal period before the project is expected to proceed to formal contract execution.
“We are delighted that the joint venture bid incorporating Rubicon`s technology has been selected for this landmark project in Morocco.” – Bruce Rodgerson, Rubicon Water Chief Executive Officer ...

SCX.ai (ASX:SCX) has partnered with Decidr AI Industries (ASX:DAI) to strengthen sovereign AI capabilities in Australia. The partnership aims to help Australian enterprises protect their knowledge while running AI workloads domestically and cost-effectively.

💡 Customers can fine-tune models, with training, inference and storage kept within Australian jurisdiction
🇦🇺 SCX.ai is the Australian node in Decidr`s multi-jurisdiction sovereign inference architecture
🏦 Aligned with data-residency requirements across financial services, healthcare and government ...

Maronan Metals (ASX:MMA) Project Director Dean Fredericksen is speaking at Sydney Mining Club this October, sharing the drilling program and the path to development. Dean tells The Stock Network’s Lel Smits about the Maronan silver-lead and copper-gold deposit near Cloncurry in Northwest Queensland. With a 65Mt global resource, a 40,000m drilling program underway and a $22 million investment from Canada’s Kinterra Capital, Dean outlines the drilling program, de-risking strategy and path towards development of a potential long-life underground mine.

TSN interview:
🪓 Drilling and de-risking the deposit
⚒️ Path to Queensland`s next major underground mine

Register for SMC:
🗓 1 October 2026
📍 The Ivy - Ballroom ...

Healius (ASX:HLS) has agreed to sell wholly owned subsidiary Agilex Biolabs to Novotech for an enterprise value of A$160 million, with approximately A$155 million expected in net cash proceeds after separation and transaction costs.

🧬 A$160m sale agreed: The transaction values Agilex Biolabs at 19.8x FY26 EBITDA on a pre-AASB16 basis, with completion expected during the second half of Healius’ FY27, subject to conditions including FIRB and ACCC approval.
💰 Healius moves to net cash: The transaction is expected to deliver approximately A$155 million in cash proceeds, with Healius not expecting to incur tax on the sale. On completion, the company expects to be in a net cash position and will assess its capital requirements and use of proceeds closer to completion.
🏥 Focus returns to pathology: Agilex Biolabs operates as a standalone business, meaning the sale will not impact Healius’ Pathology operations. Management says the disposal will support greater focus on growing and improving its core pathology business, which provides diagnostic services across Australia.

“The sale provides customers and team members of Agilex Biolabs with the opportunity to join an established and global business in Novotech, which has expertise in providing services to major biotechnology and pharmaceutical customers.” – Paul Anderson, Managing Director & CEO ...

Why US Pentagon wants Sunrise`s scandium ⛏️

How can a mining company skyrocket in value without mining anything yet? That`s what is happening to Sunrise Energy Metals (ASX:SRL), which wants to mine scandium in central New South Wales. Its stock is up over 400% in a year.

Scandium is a metal you`ve probably never heard of. It makes aluminium lighter and stronger, and it goes into fuel cells that could power AI data centres. The whole world uses only a few dozen tonnes a year, and China makes more than 85 per cent of it.

The US Department of War offered up to $400 million to build Sunrise`s mine, and got first dibs on what comes out. Lockheed Martin took an option on a quarter of early production. That`s the thing about a story stock. The loan is conditional, the Lockheed deal is an option, and the mine isn`t built. But the market loves the future, and right now it`s betting that Sunrise keeps rising.

#mining #scandium #US #stocks #AI ...

Matsa Resources (ASX:MAT) received a $10 million deposit from AngloGold Ashanti following the early exercise of an option to acquire specific tenements within the Lake Carey Gold Project near Laverton, Western Australia.

💰 $10m deposit received: The payment follows the revised Tenement Option Agreement announced on 22 September 2026, under which AngloGold Ashanti agreed to acquire selected Lake Carey tenements for $55 million.
⛏️ Completion conditions progress: Matsa Resources has received ministerial consent, satisfying a significant condition precedent. A limited number of further conditions remain, including third-party consents for the assignment of contractual access rights linked to the sale assets.
📈 $45m still payable: The remaining $45 million is due at completion, scheduled for 15 business days after the final completion conditions are satisfied. Matsa Resources says it will update shareholders when the final payment is received. At that time, the company will also provide some guidance on where the proceeds of the sale will be directed. ...

Rick Rule is speaking at IMARC this October, sharing his outlook on the resource cycle and where he sees opportunities across gold, copper, oil, gas and uranium. Rick tells The Stock Network`s Lel Smits that gold remains a savings asset in the middle of a long bull market, copper faces a supply shortfall that will be "rationed by price" and years of underinvestment have set up a structural deficit in oil and gas.

TSN Interview:
🪙 Why gold weakness is a gift
🪓 Copper will be rationed by price
🛢️ Oil, gas and uranium and the energy opportunity
⚒️ What Rick Rule looks for in a mining stock

Register for IMARC:
🗓 27 - 29 Oct 2026
📍 ICC Sydney
⚡ Promo code "tsn15"
👉 https://imarcglobal.com/register ...

4DMedical (ASX:4DX) Co-Founder and CEO, Andreas Fouras has presented at The Stock Network`s ASX Gems Investment Conference: AI Spotlight. ...

Myer sales and rate rise pain 🛍️

Want to see how interest rates affect the economy? Take a look at Myer (ASX:MYR). It just reported its results, and named the causes for a tough year: rate rises, higher fuel prices, slower income growth and a weaker housing market. Here`s the chain. Rates go up, so your repayments go up. That money has to come from somewhere, and it usually comes from the stuff you want rather than the stuff you need. Myer discounted harder to get people through the door, which means it sold roughly the same amount of stuff for less profit. Markets are betting that the RBA hikes again next week. Myer has already shown us what that will look like.

#myer #shopping #fintok #housing #money ...

HeraMED (ASX:HMD) CEO and Managing Director, Anoushka Gungadin has presented at The Stock Network`s ASX Gems Investment Conference: AI Spotlight. ...

Pengana Private Equity Trust (ASX:PE1) Investment Specialist, Will Dougall has presented at The Stock Network`s ASX Gems Investment Conference: AI Spotlight. ...

Meta`s new AI doesn`t chat. It shops 👛

Meta made a fortune selling ads, so why has it built an AI to run your errands? The owner of Facebook recently launched Muse. It doesn`t just chat. It sends emails, books travel and buys things for you. Within ten days, it hit No. 1 on the US App Store. Meta may not have the top AI, but its real edge is that it`s already part of people`s daily lives. Muse also works inside Meta`s popular messaging service WhatsApp. Muse is US-only for now. If it comes to your country, would you let it spend your money? Meta says it checks with you before it buys anything. But an AI with your wallet has to be right every time. So why errands? Ads pay Meta when you look. An agent can charge you a subscription for doing the work. Meta wants both. ...

White Cliff Minerals (ASX:WCN) reports a new copper discovery at Bornite Hills within its Rae Copper Project in Nunavut, Canada, with its first-ever diamond drilling at the asset intersecting broad bornite-dominant mineralisation more than 60m below a historic high-grade surface occurrence.

⛏️ Broad bornite mineralisation: First-ever drilling at Bornite Hills intersected more than 32m of bornite-dominant mineralisation in hole BNH26003, including intervals of semi-massive bornite. Hole BNH26001A also intersected 13.7m of bornite-chalcopyrite mineralisation in veins and breccias.
📍 High-grade surface occurrence: The drilling follows historic trenching that returned 3.66m at 46.99% copper. Mineralisation has now been confirmed more than 60m vertically below the surface occurrence, while approximately 725m of prospective strike remains largely untested.
🌎 Rae Project copper potential expands: Bornite Hills adds another copper discovery to the Rae Project. White Cliff has also completed eight additional diamond holes across the Rae Group-Husky Creek Formation contact, confirming copper mineralisation across a regional footprint of more than 10km².

“We now have a clear follow-up target at Bornite Hills, while the new airborne magnetic, gravity and radiometric survey will help map the wider structural and sedimentary system and prioritise the strongest targets for 2027 drilling.” Troy Whittaker, White Cliff Minerals Managing Director ...

How the ASX 50 index works 📉

How can a company get promoted to the ASX 50 in a year its share price dropped? Data centre operator NEXTDC (ASX:NXT) was just officially added to the index. So how did it get in? It didn`t push anyone out. Two seats opened up. When S&P rebalanced the index, tech company WiseTech and hearing implant maker Cochlear dropped too far down the rankings to stay. NEXTDC and Mineral Resources took their places. TSN`s take? That`s the lesson. The ASX 50 isn`t a list of the fifty best companies. It`s a list of the fifty biggest. When the companies above you shrink, you can move up without growing at all. An index tells you how big a company is. It doesn`t tell you how well it`s doing.

#ASX #stocks #fintok #finance #money ...

AI Private Opportunities Trust (ASX:AIX) Executive Director Adam Myers has presented at The Stock Network`s ASX Gems Investment Conference: AI Spotlight. ...

Alligator Energy (ASX:AGE) is advancing its flagship Samphire Uranium Project in South Australia, where it plans to extract uranium through a low-cost in-situ extraction method. The company has recently added the Plumbush deposit to the Samphire resource, completed its field recovery trial and launched an extensive drilling program to grow the project further. Alligator Energy CEO and Managing Director Dr Andrea Marsland-Smith joins The Stock Network`s Lel Smits to discuss Samphire`s growth, the path to production and the outlook for uranium.

🇦🇺 Appeal of the Samphire Uranium Project in South Australia
⚒️ Plumbush grows the Samphire uranium resource
🗺️ Big Lake extends Alligator Energy`s uranium opportunity
🚀 Uranium demand and market outlook ...

Strike Energy (ASX:STX) is moving closer to becoming a diversified Western Australian energy producer, with a major breakthrough at West Erregulla providing a defined processing pathway and funding support. Strike has selected Hancock Energy’s Belisama Gas Processing Facility as its preferred processing solution and secured a framework for up to $30 million in funding support. With West Erregulla targeting a final investment decision in FY28 and first gas in mid-CY29, alongside Walyering and South Erregulla, the Company is entering a potentially transformational phase. Strike Energy Managing Director & CEO Shelley Robertson joins The Stock Network’s Lel Smits to discuss the breakthrough and Strike’s path to growth.

🇦🇺 West Erregulla breakthrough & $30 million funding support
🪓 Three pillars of growth ...

Innovaero Technologies has listed on the ASX with the ticker code of INN. It is an aerospace and aircraft product business with two distinct divisions. The first division is an aerospace product development and commercialisation business focused on uncrewed aerial systems. Innovaero Technologies’ second division is a crewed aircraft product development, engineering, certification, composite manufacturing and Maintenance, Repair and Overhaul services business. Currently, the company’s primary product is the OWL-B, a one-way loitering munition system, which is being developed in collaboration with the Australian Department of Defence.

Media: The Stock Network, Lel Smits ...

Weebit Nano (ASX:WBT) CEO Coby Hanoch has presented at The Stock Network`s ASX Gems Investment Conference: AI Spotlight. ...

Macmahon Holdings (ASX:MAH) agrees to acquire Aspect Engineering Solutions for a headline enterprise value of $75 million, expanding its engineering and minerals processing capabilities across the mining value chain.

⚙️ Engineering expansion: Aspect Engineering Solutions generated $75 million in revenue and posted a $15.2 million EBIT in its FY26; the acquisition has more than 295 employees and over 50 active clients.
💰 $75m acquisition: Macmahon will pay $30 million upfront, with $30 million in retention payments and potential earn-outs of $15 million to $30 million. The deal is expected to deliver approximately 6.2% underlying EPS accretion before synergies.
📈 Growth platform: Aspect Engineering Solutions had $66.6 million of contracted backlog and a $225.8 million unweighted pipeline as at 31 May 2026. Completion is expected in calendar 2026, subject to customary conditions.

“This strategic acquisition represents an important step in our drive to become a more comprehensive service provider across the mining value chain.” – Michael Finnegan, Macmahon Holdings Managing Director and CEO ...

Parbo Resources has listed on the ASX with the ticker code of PRB. It is a resource explorer that owns the Mount Padbury and Bryah Projects located near the town of Meekatharra, within the Mid-West region of Western Australia. The Mount Padbury Project, a gold-focused exploration asset, is located in the northern Murchison region of Western Australia, and consists of eight tenements. The Bryah Project, which is both a copper-gold and gold-focused exploration asset consists of 13 tenements. The proceeds from the IPO raise will help fund Parbo Resources’ plans to undertake a staged exploration programme at both these projects.

Media: The Stock Network, Lel Smits ...

DXN Limited (ASX:DXN) is positioning its prefabricated modular data-centre solutions to capitalise on the rapidly growing demand for AI and high-performance computing infrastructure. With its share price up more than 2000% in the last three months and AI HPC projects providing an early entry point, DXN Managing Director Shalini Lagrutta joins The Stock Network`s Lel Smits to discuss how AI is reshaping data centres, why modular infrastructure is becoming increasingly important, and where DXN sees the biggest opportunities ahead.

🏢 AI is changing data centres
⚙️ The case for modular infrastructure
📈 The opportunity ahead ...

AI is moving from experimentation into everyday business, creating demand for technology that can capture knowledge, automate workflows and deliver measurable productivity. Decidr AI Industries is targeting this next phase through DecidrOS, Sugarwork and Rumi, with the Company now fully owning Decidr.ai, expanding its US presence and building a growing technology partner network. Decidr AI Industries Executive Chair and Co-CEO David Brudenell joins The Stock Network’s Lel Smits to discuss where enterprise AI is heading, how businesses are operationalising the technology and where the company is looking for growth.

🤖 AI moves into the workplace
🤝 The SCX.ai partnership
🚀 The opportunity ahead ...

Tolu Minerals (ASX:TOK) has increased the Mineral Resource Estimate (MRE)for its Tolukuma Gold Mine in Papua New Guinea by 81% to 909koz of gold. At the same time, the company is continuing with a major near-mine drilling campaign at Tolukuma ahead of its planned return to production in early 2027.

⛏️ 909koz gold resource: The updated Mineral Resource for the Tolukuma Gold Mine comprises 4.31Mt at 6.57g/t gold, containing 909koz of gold and 3.9Moz of silver at a 3g/t gold cut-off.
📈 Broader mineralised system: A rebuilt geological model recognises 44 mineralised veins and splays, compared with 15 previously. Only 10 of these are included in the current MRE, while the broader vein system extends for at least 8km of strike.
🚀 75,000m drilling campaign: Tolu Minerals is undertaking a 75,000m-plus near-mine drilling campaign across the Central Mine Zone and Northern and Southern Expansion Zones, and is targeting a return to production at Tolukuma in Q1 CY2027.

“This is a step change for Tolu. In only four months of full run-rate drilling we have grown the Tolukuma resource by 81% to 909,000 ounces of gold at 6.6 grams per tonne.” – Dr Chris Muller, Tolu Minerals Managing Director & CEO ...

Aussie fertiliser company making weapons 💣

Why is an Aussie fertiliser company suddenly making weapons for the US? Dyno Nobel just told investors that its joint venture has won a $581 million contract from the US Department of Defense. You might know Dyno Nobel as a fertiliser company. But they`ve split off that business and now focus on mining explosives, which use the same chemical. The US is partnering with Dyno Nobel because it wants to make its own explosives again. The joint venture is building the first new TNT plant there in over 40 years. Here`s the catch. Dyno Nobel is targeting $800 million of earnings by 2031. Only $30 to $40 million of that is US defence and the rest is still mining. So the defence story is real - it`s just small, and it`s years away. The TSN take: Markets don`t buy this year`s earnings. They buy the story about the next ten.

#US #trump #defense #stocks #money ...

Red Leaf has just launched a new ASX Data Centre Index, delivering a 102.8% year to date return to 27 August 2026, significantly outperforming the ASX 200’s 4.5% gain over the same period. The index tracks ASX-listed companies exposed to the growing data-centre and AI infrastructure opportunity, spanning data centres, power, electrical infrastructure, connectivity and development. Red Leaf Securities CEO John Athanasiou joins The Stock Network`s Lel Smits to explain why Red Leaf created the index, how it`s performing, and which companies have been leading the charge.

🏢 Introducing the Red Leaf ASX Data Centre Index
📈 How is the index performing?
🚀 Standout performers ...

Stelar Metals (ASX:SLB) has completed its maiden regional-scale soil geochemical survey at the Hill of Leaders Tungsten Project in the Northern Territory, with results expected in the coming weeks ahead of a maiden bedrock drilling program.

🧪 1,350 samples collected: The soil geochemical survey, which covered approximately 50km² of granite terrain on a 200m by 200m grid, targeted tungsten and a broader multi-element suite.
🔦 Granite-scale opportunity: Night-time UV lamping identified fluorescent mineralisation consistent with scheelite in granite surrounding historically mined high-grade quartz veins.
⛏️ Drilling next: Stelar has secured a rig for its planned 3,500m RC drilling program at Hill of Leaders, with mobilisation expected next week. The drilling will test whether tungsten mineralisation extends beyond the known veins into the surrounding granite.

“With maiden drilling kicking off next week, Stelar is advancing a high-impact exploration program at a time of historic tungsten prices and tightening global supply.” – Stephen Biggins, Stelar Metals Executive Chairman ...

Alchemy Resources (ASX:ALY) has commenced reverse circulation (RC) drilling at high-priority gold and copper targets across its Yellow Mountain and Overflow projects located in New South Wales.

⛏️ Drilling underway: The program includes up to 15 RC holes across Yellow Mountain and Overflow, targeting copper and gold mineralisation identified through earlier exploration activities.
🟠 Yellow Mountain targets: Drilling will follow up previous results, including 113m at 1.17% copper equivalent, while also testing two geophysical targets identified through follow-up IP surveys.
🥇 Overflow gold targets: Drilling will also target high-grade gold zones and extensions to the existing 342,000-ounce gold equivalent resource, testing priority areas within the project.
“Geologically all targets show signs of strong potential mineralisation, and we look forward to reporting results as they come to hand.” – James Wilson, Alchemy Resources Chief Executive Officer

ASX announcement ⚡ https://asx.api.cmfyapp.com/asx-research/1.0/file/2924-03134297-6A1343304&v=undefined ...

Trump unleashes after Fed hike 🇺🇸

How has Trump’s Fed pick backfired? Trump picked Kevin Warsh in January 2026, and it was no secret the President wanted lower rates. Warsh just raised them by a quarter point to between 3.75 and 4 per cent. His committee backed him 12 votes to nothing. Trump immediately responded, saying that US rates "should be 1%, or less”. Trump expected cuts. Democrats thought Warsh would do what Trump wanted. Both sides forgot that Warsh has been known as a monetary hawk for twenty years. A Fed chair doesn`t work for whoever appointed them. They work to a mandate. Full employment and stable prices. It’s the same in Australia. The RBA meets on the September 29, 2026, and no politician gets a vote. Trump’s learning that you can pick the chair, but you can’t pick the rate.

#trump #USA #wallstreet #finance #money ...

How do rising bond yields make stocks cheaper? When a guaranteed return rises, the price people will pay for an uncertain one falls. Australia`s ten-year bond yield just hit its highest level since 2011. So if you lend the government money for a decade, it pays you over 5%. It’s what the market calls the "risk-free rate".

Compare that to the dividend yield of the ASX 200, which is about 3.4 per cent. Franking credits lift it, but not by enough to close the gap. The risk-free rate isn`t just a return; it`s a hurdle. Shares, property, the loan your bank will write you. They`re all priced off the same starting line, and it`s at a 15-year high.

#money #stocks #US #fintok #wallstreet ...

Overwatch Technologies (ASX:OWL) has lodged its prospectus with a view to listing on the ASX, targeting growing demand for maritime intelligence, surveillance and reconnaissance. The Company combines drone-based platforms, specialist sensors and data aggregation to detect, map and track radio frequency emissions, with plans to expand its capabilities across land and sub-sea environments. Co-Founder and Managing Director Oscar Leslie joins The Stock Network`s Lel Smits to discuss progressing to an ASX listing, Overwatch`s technology, government opportunity and pathway to growth.

🔔 Preparing to debut on ASX
⚓️ Turning data into intelligence
🚢 Building the maritime intelligence network ...

AuKing Mining (ASX:AKN) has reported broad, high-grade rare earth element (REE) mineralisation from the maiden RC drilling program at the company’s Tundulu REE Project in southern Malawi, Africa. These outcomes, which came out of the first three holes of this drill campaign, exceeded historical drilling results.

🪨 Wide TREO intersections: 26NH005 returned 91m at 1.51% Total Rare Earth Oxide (TREO) from 40m, including 15m at 3.40% TREO from 90m. 26NH029 delivered 80m at 1.54% TREO from surface, including 11m at 4.33% TREO from 2m, while 26NH004 returned 20m at 2.06% TREO from 113m.
🔬 Strong heavy rare earth enrichment: The results also show unusually high HREE+Y proportions. AuKing says this distinctive signature differentiates Tundulu from conventional carbonatite-hosted deposits.
📈 Resource work begins: Based on the initial results, AuKing is taking formal steps towards an initial Mineral Resource Estimate for Tundulu. Diamond holes extending to depths of up to 510m have also intersected extensive carbonatite lithology, with samples being prepared for assay and further results expected over coming weeks.

“These results not only validate (and surpass) historical drilling results but identify the potential for a much larger mineralised footprint at Tundulu than was originally considered.” – Paul Williams, AuKing Mining Managing Director ...

What do you do if a cancer scan is lying? Aussie biotech Telix (ASX:TLX) just got FDA approval to answer that question with its drug, Pixclara. Here`s the problem it solves - after treatment, a scan can show something that looks exactly like a tumour but isn`t. Pixclara is injected, glioma cells take it up, and they light up on a different scan.

Glioma is the most common form of malignant brain tumour. Around 24,000 Americans are diagnosed with it every year. If you`ve ever waited on a scan result, you know what that uncertainty costs. In biotech, the cure gets the headlines. But the test gets to market first.

#ASX #biotech #health #money #stocks ...

he US military cares about this ASX stock 🚢

Why are US and Korean firms fighting over an Aussie company’s shipyard? Austal (ASX: ASB) just announced it has received a non-binding offer from Wildcat Infrastructure for its US arm. The bid values the business at up to US $1.35 billion USD. That tops last month’s bid from Korea’s Hanwha, which valued it at up to US $1.2 billion. So why the interest?

Austal’s USA business builds for the US Navy and Coast Guard, including modules for American nuclear submarines. You can`t just start a shipyard like that. Austal USA spent 25 years getting the clearances and contracts. So the value isn`t last year`s profit; it`s the access. And that gap in value is what drives a takeover war.

#war #stocks #US #trump #fintok ...

Why is Nike’s stock dropping? 👟

What happens when the biggest sneaker brand on earth decides it doesn`t need shops? In 2020, Nike (NYSE: NKE) went direct. It cut wholesale partners loose to sell through its own channels, where the margins are better. But the shelves it walked away from didn`t stay empty. Other brands moved in, and Nike kept re-releasing old models instead of making new ones.

It hasn’t gone well for Nike since then. The stock is down almost 80% since 2021, and later this month the company is leaving the S&P 100 after nearly 18 years. If you want proof, walk into a sneaker shop here and look at the wall. Five years ago, it was mostly Nike swooshes. Count them now. No matter how good your app is. If you`re not on the shelf, you`re not in the conversation.

#fintok #money #stocks #nike #shopping ...

Chariot Resources (ASX:CC9) has commenced a 15-day geological mapping program at Iganna in Nigeria, funded and operated by ZhongNuo. The results will help determine which of Iganna, Fonlo or Saki is selected for the proposed minimum 1,500-metre diamond drilling program. Chariot Executive Chair and Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the mapping program, selecting the drilling targets and key milestones ahead.

🇳🇬 Iganna mapping program in Nigeria
🪓 Selecting the drilling target
🚀 Key milestones ...

Would you take the minimum wage to run a company you built? Ruslan Kogan just proposed cutting his own salary from about $848,000 to roughly $50,000. The legal minimum, snd he says he`ll donate it. Everything rides on one target. If Kogan.com (ASX:KGN) doubles shareholder returns over five years, he gets shares worth about $50 million dollars. If it doesn`t, he gets nothing.

The bar starts above where shares are trading now, so he`s already behind before the clock starts. Here’s the part people are missing - he already owns nearly 18 per cent of the company, so his salary isn’t where the big money is. When a founder cuts their pay, look at what they own. That`s the real bet, and it was already on the table.

#fintok #millions #money #investing #entrepreneurs ...

FirstWave Cloud Technology (ASX:FCT) has filed a provisional patent for an AI-driven network monitoring and fault diagnosis system, advancing technology designed to automate fault investigation and move towards self-healing networks. The company’s share price rose 30%+ following the announcement.

🤖 AI-powered fault diagnosis: The system covered by the provisional patent uses multi-agent AI and large language models to analyse network context, investigate faults and provide automated, explainable root-cause diagnoses. Engineers can interact with the AI through a conversational interface and approve proposed fixes.
📈 Network monitoring growth: FirstWave says network monitoring revenue grew 34% to $6.9 million in FY26. The patented technology is being prepared for commercial launch as new features or a standalone module.
⚙️ Path towards self-healing: The technology uses device history and telemetry collected through FirstWave’s NMIS platform. Approved fixes are captured as operational knowledge, supporting networks that could detect, diagnose and potentially resolve faults with less human intervention.

“Network monitoring is our largest and fastest-growing revenue line and this patent is a deliberate decision to put AI at the centre of it.” – Danny Maher, FirstWave Cloud Technology CEO ...

Are leggings going out of fashion? Lululemon (NASDAQ: LULU) just told investors its legging sales fell about 20 per cent. That`s the product the whole company is built on. So what are people buying instead? Here`s how the interim boss put it, customers are looking for "away-from-body" silhouettes. In other words, baggy fits are in.

And there was worse news for the company. Lululemon said it expects next quarter’s profit to be much lower than analysts` forecasts. Lululemon`s shares fell about 18 per cent on the result, and they are already down more than 50 per cent this year. When you dominate a category, you own it right up until taste moves. Live by the legging, die by the legging.

#clothes #shop #fitness #stocks #money ...

Vanadium Resources (ASX:VR8) has secured a Right of First Refusal over a preferred brownfield site in South Africa for its planned V-Iron Plant, supporting the next stage of its project development strategy.

🏭 Preferred plant site secured: Vanadium Resources has secured rights over portions of the Highveld Industrial Park in eMalahleni, Mpumalanga, South Africa, identified as the planned site for the V-Iron Plant. The Right of First Refusal runs until 31 July 2027, with a 15-day pre-emptive right if third-party interest arises.
⚙️ Existing infrastructure: The brownfield site has heavy-industrial zoning, access to electricity, water and gas, established rail and road connections, and a skilled regional workforce with decades of metallurgical experience. The site-specific arrangement is expected to support Vanadium Resources’ Scoping Study and potential progression to DFS and FEED, subject to a positive outcome.
📈 Next project milestones: Vanadium Resources’ Accelerated V-Iron Plant Scoping Study remains on schedule for completion by 30 September 2026. The Company is also continuing discussions with strategic funding and development parties, while the V-Iron Plant remains subject to financing and definitive agreements.

“Securing the site with the ability to move to exclusivity when we need it, is a capital-efficient way to de-risk the next phase of the Project.” – Nick Diack, Vanadium Resources CEO ...

Impact Minerals (ASX:IPT) has released a positive early-stage scoping study for its 50%-owned Alluminous high purity alumina (HPA) business, favouring staged US development. Further technical validation, customer qualification and funding are required before a construction decision. Its complementary Lake Hope HPA Project in Western Australia is progressing in parallel. Managing Director Dr Mike Jones joins The Stock Network’s Lel Smits to discuss Alluminous, the US strategy and Lake Hope.

🧪 Alluminous scoping study
🇺🇲 Staged US development
🔬 Pilot testing, customer qualification and funding milestones
⛰️ Lake Hope progress and catalysts ...

Kaoko Metals (ASX) reported broad zones of visible copper mineralisation from the first two diamond drill holes at the Otniel Prospect within its Chalkos Copper-Silver Project in Namibia. Assays are expected in four to six weeks.

🪨 Broad copper intersections: DDOT002 intersects 60.25m of visible copper mineralisation from 36.65m down-hole, including 32.36m of strong visible mineralisation. DDOT001 returns 51.83m from 39.27m, including 17.2m of strong visible mineralisation.

🔬 Multiple copper minerals identified: Logging identifies malachite, chalcocite, cuprite, native copper, dioptase and chalcopyrite across multiple lithological units. Structural deformation and quartz veining provide early evidence of structural controls on copper deposition.

📈 Drilling continues: DDOT003 is testing the lateral extent of the mineralised system, with further holes planned before drilling moves to Donkey Hill. Assays from the first two holes are expected in approximately four to six weeks.

‘This is a highly encouraging start to the first-ever drilling of the 800km2 Chalkos Project, and we are excited to continue drilling at both the Otniel and Donkey Hill prospects.’ – Gerard O’Donovan, Kaoko Metals Managing Director ...

How can two companies tell different stories about the same deal? Ingenia Communities Group (ASX:INA) just sold six housing communities for $124 million, describing them as mature, lower-growth assets being recycled into better opportunities. Eureka Group (ASX:EGH) was the buyer and described the transaction as transformational. So who`s right? Both of them.

Ingenia is a large developer. It makes its money building new communities, so selling the mature ones frees up capital to build more. Eureka is much smaller, and its entire model is collecting steady rental income. Adding those communities expands Eureka`s portfolio by over 20 per cent.

The same asset can be good for one investor and bad for another. Which is why, for every share you`ve ever bought, someone else was happy to sell it.

#housing #property #stocks #ASX #money ...

Why would a growing company hand back most of its earnings? Guzman y Gomez (ASX:GYG) just reported its Australian sales rose 18 per cent, to $1.4 billion.

GYG is paying out about 90 per cent of its underlying earnings as dividends, plus 100 million dollars of buybacks last year and another 100 million announced. Which sounds like a company that`s run out of things to spend on, except GYG is opening 35 more restaurants this financial year. So how does it do both?

The answer is franchisees, most new restaurants are funded by someone else, and GYG collects a royalty. Its own capital spending was just $55 million last year - that`s the difference between building something and licensing it, one eats cash, the other collects it.

#food #eat #stocks #money #fintok ...

Have you noticed your Shein (HK: 0625) orders getting more expensive lately? There`s a reason for that, and it isn’t just inflation. For years, packages sent to the US worth under $800 were duty-free, that`s the rule Shein’s business was built on.

The US scrapped the rule in 2025, Europe did the same in July, and in response, Shein has had to pass on costs and raise prices. The damage was reflected in Shein’s recent IPO. It just listed at a valuation of about $27 billion, down from $100 billion four years ago, and its stock price fell more than 20 per cent in its first four days of trading.

A business model built on a loophole only works while the loophole’s open.

#Shein #stocks #shopping #fintok #money ...

Coles Group (ASX:COL) has delivered $45.6 billion in FY26 sales, with profit excluding significant items rising 13.7% to $1.255 billion, as its Supermarkets business gained market share, delivering double-digit earnings growth.

🛒 Sales continue to grow: Group sales revenue increased 2.8% to $45.58 billion, led by a 3.7% increase in Supermarkets sales to $41.5 billion. Coles also reported market share gains in Supermarkets during the year.
📈 Underlying profit rises: Profit excluding significant items increased 13.7% to $1.255 billion, while Group EBIT excluding significant items rose 9.9% to $2.322 billion. Supermarkets EBIT increased 12.2%, supported by sales growth and cost control.
⚖️ Underpayment provision weighs on statutory result: Coles recorded a $235 million significant item, or $165 million after tax, after the Federal Court ruled on proceedings brought by the Fair Work Ombudsman. Statutory profit was $1.09 billion, a modest 1.0% increase on FY25.

‘FY26 was another year of consistently strong performance for Coles, with above-market sales and strong earnings growth’ – Leah Weckert, Coles Group Managing Director & CEO ...

EBR Systems (ASX:EBR) is advancing cardiac resynchronisation therapy with the world`s only leadless pacing technology designed for heart failure patients. As EBR expands commercial adoption of the WiSE CRT System, the company continues to refine the implant procedure through innovations such as the optional WiSE Coupler, developed to support electrode implantation. Mark Hirotsuka, Senior Director of Research & Development at EBR Systems, joins The Stock Network`s Lel Smits to discuss why the Coupler was developed, what the Coupler is, and how user feedback helped shape rollout as adoption of the WiSE CRT System expands.

🫀 Why the Coupler was developed
🩺 Benefits of the WiSE Coupler
⚕️ User feedback impact on Coupler ...

Woolworths Group (ASX:WOW) has reported a significant improvement at BIG W, with the discount department store returning to profitability in FY26 despite modest sales growth.

🛍️ BIG W turns profitable: BIG W sales increased 0.9% to $4.72 billion, while EBIT reached $64 million, compared with a loss of $33 million in the prior year. The result represents a $97 million improvement in EBIT.
📈 Margins drive the turnaround: EBITDA increased 28.1% to $234 million as gross margin improved by 152 bp to 31.4%. A higher proportion of products were sold at full price, with less clearance activity and fewer promotions.
💻 Online sales continue to grow: BIG W online sales increased 11.5% in FY26, highlighting continued growth in its digital channel alongside the broader improvement in profitability.
‘Our focus on the retail fundamentals has continued to see an improvement in performance and shareholder returns during the year. We remained committed to delivering long-term sustainable growth through a focus on our customers and leveraging our considerable competitive strengths.’ – Scott Perkins, Woolworths Group Chair ...

Which Aussie company is selling to both sides of the global AI arms race? - That`s Appen (ASX:APX). Before an AI model can learn anything, humans have to label and organise the training data. Appen does that using a crowd of over one million contractors across 500 languages and its latest results just revealed something surprising.

Its Chinese business surged 80 per cent over the last six months while its Western business shrank 27 per cent, and operated at a loss. That means China is now nearly two-thirds of Appen`s revenue, and the only part making money.

While US and Chinese tech giants fight over chips and models, an Aussie company is quietly supplying the raw training data to both sides.

#china #us #tech #AI #stocks ...

Metals Australia (ASX:MLS) is gaining attention following new research from Arrowhead, which has assessed the company’s share fair value with Lac Carheil and its broader project portfolio underpinning the valuation. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss Arrowhead’s research, the valuation attributed to Lac Carheil and how the company’s broader portfolio, including Manindi, could contribute to future value.

📊 Responding to Arrowhead’s valuation
🇨🇦 Unlocking Lac Carheil’s value proposition
💰 Building value across the broader portfolio ...

Acusensus (ASX:ACE) secures its first Victorian Government contract. Under the terms of the contract, which is valued at $1.7 million, see the company design, supply and install two fixed road-safety camera systems on a Victorian freeway.

🚦 First Victorian contract: The two-year agreement with the Victorian Government is valued at approximately $1.7 million excluding GST. The systems are expected to be installed by mid-2027 and will be used at two freeway test sites.
🤖 AI-powered enforcement: The infrastructure will allow Acusensus technology to be tested for instantaneous and average-speed enforcement. The sites are for testing and evaluation only and will not issue infringements under the agreement.
📈 Longer-term opportunity: The initial contract can be extended by the Victorian Government on up to four further occasions of two years each, creating a potential total term of up to 10 years. Acusensus says the agreement provides an opportunity to build its relationship with the Victorian Department of Justice and Community Safety.

“We look forward to growing our relationship with the Department of Justice and Community Safety over time and to a future in which we are contributing to saving lives with our advanced technologies on Victorian roads.” – Alexander Jannink, Acusensus Founder and Managing Director ...

GoldArc Resources (ASX:GA8) is rapidly consolidating its position across Western Australia’s prolific Leonora and Kookynie districts, with drilling extending gold anomalies and high-grade results continuing to emerge across its portfolio. Ahead of presenting at @sydneyminingclub GoldArc Resources Managing Director Paul Stephen joins The Stock Network’s Lel Smits to discuss the company’s growing Leonora South Hub, recent exploration success at Leonora North and Mt Stirling Well, and how its mining partnership model could help turn discoveries into production and fund further exploration.

🪓 Building the Leonora South Hub in WA
⚒️ From discovery to production

📍 Hinchcliff House, Sydney, NSW
📅 Wednesday, 2 September 2026
⏰ 12PM ...

DXN (ASX: DXN) has attained its highest-ever contracted backlog of $40.9 million in early FY27, supported by recent AI high-performance computing (HPC) contract wins and a growing pipeline of modular data centre projects across Australia and Asia-Pacific.

🏗️ Record backlog: DXN’s backlog has increased from $23.5 million as at 30 June 2026 to $40.9 million as at 30 August 2026, following further contract wins across AI infrastructure, aviation and transport.
🤖 AI demand accelerates: DXN’s maiden AI HPC contract, worth approximately $8.8 million, was signed in June 2026 for a 1.36MW modular AI HPC data centre.
🌏 Scaling for growth: While DXN’s FY26 revenue figure of $10.1 million was down 33% on the prior year number on the back of customer-side project deferrals, activity levels increased materially in the second half.

“Our near-term priority is the successful delivery and commissioning of the AI HPC pilot, the key catalyst for converting our indicative US$200 million-plus follow-on opportunity into contracted work.” – Shalini Lagrutta, DXN Managing Director ...

Why is NEXTDC (ASX:NXT) spending almost $6 billion to build things it`s already sold? NEXTDC sells data centre capacity by the megawatt and it`s signed binding contracts for 740 but it`s only built 288, and billing customers for 175. While the customers have committed, the capacity doesn`t exist yet.

To help pay for all that, NEXTDC has raised almost $10 billion since August and plans to spend up to $5.75 billion this current financial year. That gap is the entire business model. You don`t build a data centre and hope someone rents it. You sign the customer first, then build.

Which works right up until it doesn`t - Build on time, and the order book becomes years of contracted revenue. Miss, and it`s a very expensive promise.

#AI #tech #money #stock #AI ...

Myopharm Limited is developing treatments for metabolic and inflammatory diseases, led by its Type 2 diabetes candidate TriGlytza®. A recent preclinical study achieved its key HbA1c endpoint and delivered stronger results than metformin over one month of treatment. With FDA and Australian ethics approvals supporting the Resilience Phase 2a programme, alongside new research into Type 1 diabetes, CEO & Executive Chair Karinza Phoenix joins The Stock Network’s Lel Smits to discuss TriGlytza®, the company’s clinical pathway and recent milestones.

💊 Advancing TriGlytza® for Type 2 diabetes
🧬 Progressing the Resilience Phase 2a programme
🔬 Exploring opportunities in Type 1 diabetes ...

Does China need Nvidia’s chips to build AI? A model called Ox-Alpha recently appeared on a platform developers use to test AI. It had no company name and offered unlimited free access yet within days, it became the most used model on the site.

A Chinese AI lab called Z.ai has come forward and claimed it - the interesting part is that Z.ai said the entire high-traffic week was run exclusively on domestic Chinese AI chips not Nvidia hardware, and after software optimization, the cost per token was competitive with mainstream Nvidia GPUs.

Nvidia just told investors to expect nothing from China next quarter because the Chinese government is restricting what its companies can buy. It looks like Chinese AI is doing just fine without them anyway.

#AI #Nvidia #China #Tech #Money ...

Change Financial (ASX:CCA) has delivered a landmark FY26 result, achieving its maiden full-year profit while beating upgraded revenue and EBITDA guidance. Revenue grew 21%, underlying EBITDA surged 17 times and the company’s Vertexon PaaS platform has become the largest contributor to group revenue as it continues to scale across Australia and New Zealand. CEO Tony Sheehan joins The Stock Network’s @LelSmits to discuss the milestone result, the growth of Vertexon and the next phase of expansion.

💰 Reaching maiden profitability
📈 Scaling the Vertexon PaaS platform
📊 Accelerating growth into FY27 ...

Axiant Resources has listed on the ASX with the ticker code of AXR. The company was formed to hold the gold and base metal exploration assets being demerged from ASX-listed mining group Core Lithium (ASX:CXO). Subject to the completion of this planned demerger, Axiant Resources will hold a portfolio of seven projects. Its flagship Shoobridge Gold Project, along with the Adelaide River, Finniss, Albarta and Jervois Projects span the highly prospective Pine Creek region located in the Northern Territory. The remaining two projects are located in South Australia. Core Lithium is expected to retain a significant shareholding in Axiant Resources following completion of its IPO raising.

Board of Directors: Independent Non-Executive Chairman - Greg English; Managing Director and Chief Executive Officer - Michael Fechner; Independent Non‑Executive Director - Peter Bewick

Senior Management: Chief Financial Officer & Company Secretary - Daniel Travers

Media: The Stock Network, Lel Smits ...

Imagion Biosystems (ASX:IBX) is advancing a new approach to cancer detection with MagSense®, its non-radioactive, bio-safe molecular MRI imaging agent designed to help clinicians detect cancer earlier and with greater precision. With key Contract Research Organisation (CRO) work orders signed, investigational product manufacturing complete and discussions with seven prospective U.S. clinical trial sites in process, Imagion Biosystems Chair Bob Proulx joins The Stock Network`s Lel Smits to discuss how the company is moving through the critical steps required to launch the study.

🧪 Preparing for the start of the Phase 2 trial
🏥 Getting sites ready for patients
🚀 Imagion Biosystems’ near-term expectations ...

DUG Technology (ASX:DUG) has secured a US$9.3 million, two-year contract with a national oil company to provide hosted high-performance computing (HPC) infrastructure and access to its DUG Insight software platform.

💻 US$9.3m contract: The two-year agreement commences in the first quarter of DUG Technology’s 2027 financial year, with the company providing hosted HPC infrastructure to support the client’s advanced subsurface processing and imaging requirements. The counterparty has not been named for commercially sensitive reasons.

🛢️ Geoscience computing demand: The contract gives the client access to DUG Technology’s full DUG Insight processing and imaging toolkit, enabling advanced workflows for processing and interpreting subsurface data. The award highlights demand for specialised computing infrastructure and software within the energy sector.

⚡ Integrated technology platform: The company’s HPC infrastructure and DUG Insight platform combines cloud-based HPC facilities, proprietary software, immersion cooling technology and geoscience services. The company says its technology is designed to help clients maximise the value of seismic data and support more informed decision-making. ...

Global private debt assets under management reached US$2 trillion by mid-last year, with the broader private credit ecosystem estimated at around US$4 trillion. Pengana Global Private Credit Trust (ASX:PCX) gives Australian investors access to a globally diversified private credit portfolio managed by Pengana Credit. CEO Nehemiah Richardson joins The Stock Network`s Lel Smits to discuss why access matters as much as allocation, how to put the strategy into practice and how to separate noise from real credit risk.

📌 Why access matters as much as allocation
🎯 Putting the strategy into practice
🔍 Separating noise from real credit risk
🚀 Looking ahead
📈 Performance ...

Dicker Data (ASX:DDR) has delivered a strong first-half FY26 result, with its net profit after tax rising 54.1% to $60.7 million, as technology refresh cycles, AI infrastructure investment and software demand underpinned growth in revenue and earnings.

💰 Growth in both revenues and earnings accelerates: Gross revenue increases 14.2% to $2.10 billion, while gross profit rises 23.0% to $205.6 million. EBITDA grows 37.3% to $103.5 million, with net operating profit before tax up 50.1% to $86.4 million. The company says growth is being supported by device refresh cycles, AI-enabled PCs, data centre modernisation, enterprise networking and software.
🤖 AI demand builds: Dicker Data records more than $50 million in first-half AI-related invoiced value, its highest first-half AI sales and bookings result to date. Advanced Solutions revenue increases 16.9%, supported by infrastructure, data centre and AI-related investment, while Software grows 18% to remain the company`s largest category.
📈 Full year 2026 outlook remains positive: Management forecasts FY26 gross revenue of $4.3–$4.4 billion, representing growth of around 11–14%, with net operating profit before tax expected to be around $162–$165 million. Dicker Data expects AI-related revenues to accelerate in the second half, although it notes higher component prices and supply chain costs could weigh on unit demand and inventory costs.
Dicker Data Executive Chair and Managing Director Fiona Brown indicated that the result reflects the company`s ability to capture opportunities from technology refresh cycles, AI infrastructure investment and software and cybersecurity demand.

“The first half result highlights the resilience of Dicker Data’s partner ecosystem and the increasing relevance of our role in helping partners address more complex customer requirements." – Fiona Brown, Executive Chair and Managing Director ...

Almasar Minerals has listed on the ASX with the ticker code of AMK. The company is a mineral explorer that owns five granted exploration licences located within the Arabian Shield in the Kingdom of Saudi Arabia. These projects are positioned within the Nabitah–Ad Duwayhi and Nuqrah–As Safra metallogenic belts, which are highly prospective for orogenic gold and associated base-metal mineralisation. The proceeds from Almasar Minerals’ IPO raising will fund exploration programs across these assets. The company will at the same time continue to review and assess selective acquisition and partnership opportunities within Saudi Arabia.

Media: The Stock Network, Lel Smits ...

Maritana Minerals (ASX) has delivered a 148% increase in Gold Ore Reserves and a 6.3% increase in Gold Mineral Resources, strengthening its position as an emerging Western Australian gold producer. With further drilling and mine planning underway across its portfolio, including the cornerstone Boorara and Burbanks assets, Managing Director & CEO Grant Haywood joins The Stock Network’s Lel Smits ahead of the Sydney Mining Club to discuss the company’s resource growth, development pathway and next phase of drilling.

🛢️ Reserves surge 148%
⛏️ Advancing Boorara & Burbanks
🏗️ Building towards production ...

Michael Hill International (ASX:MHJ) has delivered record FY26 results, marking a significant step forward in its turnaround and returning the business to growth across Australia, New Zealand and Canada. Under new leadership, the company has simplified its strategy, sharpened its focus on its core brands and strengthened retail execution, driving stronger sales momentum, improved profitability and the restoration of dividends. Bevilles has also returned to growth. CEO Jonathan Waecker joins The Stock Network`s @LelSmits to discuss the turnaround, customer strategy and next phase of growth.

💎 A turnaround gaining momentum
🛍️ Making jewellery more relevant to customers
💍 Building the next phase of growth ...

How much money can you make selling AI chips? Nvidia (NASDAQ:NVDA) just reported revenue of USD $96.2 billion for the June quarter, more than double what it made in the same quarter last year. Almost all of that revenue came from data centres, generating USD $89 billion. For the next quarter, Nvidia expects revenue to hit USD $108 billion.

But, here is the detail that got buried, that forecast assumes nothing from China. Not because the US won’t allow it - Nvidia says it has the licences, but China is restricting the sales. So Nvidia’s growth is happening while it remains effectively locked out of the world`s second-largest economy.

#AI #tech #investing #stocks #China ...

What happens when a company gets a second shot at going public? For Koala Company (ASX:KOA) it`s going pretty well. The Aussie furniture brand postponed its first IPO last year, when trade tensions threatened its US expansion, but listed on the ASX in March this year, and just dropped its first full-year results as a public company.

Koala beat the earnings forecast in its own prospectus, which matters more than it sounds, because plenty of new listings miss their own targets, and also saw strong results in the US. IPOs are important because they keep the market alive, even if takes two, or more attempts.

#money #ASX #IPO #investing #stocks ...

Metals Australia (ASX:MLS) is progressing a diverse portfolio of critical and strategic mineral projects across Australia and Canada, with new exploration and development opportunities emerging alongside its flagship Lac Carheil Graphite Project. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the company’s expanding exploration pipeline, the emerging Manindi Vanadium-Titanium-Magnetite opportunity and the key milestones ahead across its portfolio.

🪓 Expanding the exploration pipeline
🛘 Manindi VTM opportunity
⚒️ From exploration to development ...

Mesoblast (ASX:MSB, Nasdaq:MESO) has delivered a strong FY2026 result, with Ryoncil® driving a major lift in revenue and the company moving closer to a sustainable commercial model. At the same time, cash discipline has improved while Mesoblast continues to invest in its pipeline and next phase of growth. With Ryoncil® gaining traction, plans to expand into the adult market and its Phase 3 chronic low back pain trial complete, Mesoblast is entering its next stage of growth. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the results, Ryoncil® growth and key catalysts ahead.

🚀 FY26 Financial results highlights
💉 Ryoncil®: building commercial momentum
🧬 Unlocking the adult market
⚕️ The next big catalyst ...

Noxopharm (ASX:NOX) has generated new preclinical data showing its Sofra™ technology can activate immune cells in response to dying cancer cells. The study found that dying cancer cells alone did not trigger an immune response, but combining them with Noxopharm’s TLR8-amplifying oligonucleotide drug produced a strong immune activation, reaching seven times the untreated level. The result strengthens the case for using Sofra™ alongside treatments such as chemotherapy and radiotherapy, while moving Noxopharm’s oncology program closer to in vivo proof-of-concept studies. CEO Olivier Laczka speaks with The Stock Network`s Lel Smits about activating immune cells against dying cancer cells, producing a substantial immune response, complementing chemotherapy, radiotherapy, checkpoint inhibitors and mRNA vaccines, and moving Sofra™ towards in vivo studies.

🧬 Activating immune cells against dying cancer cells
🛡️Delivering a seven-fold immune response
⚕️ Moving Sofra™ towards in vivo studies ...

As AI and computing reshape how investors access, analyse and act on information, the human edge remains critical to long-term investing. Teaminvest Private Group (ASX) owns the Teaminvest investing platform, bringing together self-directed investors who collectively deploy more than $3 billion into equities. Ahead of presenting at the Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the human edge in investing as AI continues to transform markets.

🧠 The human edge in an AI world
📈 Beyond the data: judgement, patience and discipline

Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast ...

49 Metals (ASX:49M) has completed its maiden drilling program at Gold Mountain in Nevada, with all 22 holes returning gold and/or silver mineralisation. The latest results include the project’s thickest gold intersection to date, 170.7m at 0.9g/t gold, alongside high-grade zones including 10.7m at 8.4g/t and 3.0m at 20.0g/t. With the Adit Zone remaining open in all directions, CEO Phil Carter joins The Stock Network’s Lel Smits to discuss the results and plans to unlock Gold Mountain’s scale.

🇺🇲 Unlocking Gold Mountain’s scale in Nevada, U.S.A.
⛏️ Extending the high-grade corridor
🔩 Building the next drilling campaign ...

Manuka Resources (ASX:MKR) has restarted gold production at its Wonawinta processing facility, marking the company’s return to precious metals production with more than 50,000 tonnes of Mt Boppy gold ore already stockpiled and ready for processing.

⛏️ Gold production restarts: Manuka has recommenced processing of ore from its 100%-owned Mt Boppy gold mine, with more than 50,000 tonnes grading approximately 1.1g/t gold already delivered to Wonawinta.
🏭 Plant recommissioned: The restart follows a five-month recommissioning program that included upgrades to power generation, laboratory facilities and key processing plant components. Manuka Resources is targeting 125,000–140,000 tonnes of Mt Boppy ore to be processed over the next three months.
🥈 Silver is next: Manuka Resources is continuing upgrades to the Wonawinta facility, including installation of a new de-slime circuit designed to improve processing of clay-rich silver ores. Silver production is targeted to commence in the fourth quarter of calendar year 2026, after which gold and silver ores are expected to be processed simultaneously.

“Today marks an important milestone for Manuka as we commence the restart of gold production at Wonawinta following an intensive recommissioning program.” – Dennis Karp, Manuka Resources Executive Chairman ...

As AI transforms drug discovery and development, the opportunity to harness new technology while keeping patients, scientific outcomes and long-term shareholder value at the centre is evolving. Starpharma (ASX:SPL, US OTC:SPHRY) is advancing its dendrimer technology across areas including oncology while navigating this rapidly changing biotech landscape. Ahead of presenting at Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Starpharma Chief Executive Officer, Cheryl Maley, joins Lel Smits from The Stock Network to discuss the opportunities in AI use in drug development and biotechnology.

🧬 Biotech in the age of AI
⚕️ Keeping patients and shareholders at the centre

Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast ...

What was the biggest trend coming from Fortescue Metals’ (ASX:FMG) results? Fortescue delivered strong FY26 results, underlying profit rising to US$3.5 billion and record iron ore shipments.

However, the standout trend in the commentary was AI moving into the heart of mining. Fortescue is already using AI across drilling, processing, rail and haulage, with the potential to cut costs and improve productivity.

Fortescue isn’t just digging up iron ore. It’s using technology to make mining smarter and cheaper, while continuing to invest in copper and renewable energy. AI is moving from the tech sector into mining, potentially changing how some of Australia’s biggest resource companies operate and make money.

#mining #AI #stocks #finktok #finance ...

Meeka Metals (ASX:MEK) has intersected visible gold approximately 300 metres below its existing Turnberry Underground Reserve, highlighting a deeper gold system that is now the target of an accelerated exploration program.

⛏️ Visible gold at depth: Drilling identified visible gold at 632.8m depth, beneath the existing Turnberry Underground Reserve.
🪨 Deeper gold system: The intersection highlights potential for gold mineralisation to extend significantly below the current underground reserve, with further drilling required to determine its scale and continuity.
👷‍♂️ Second rig mobilised: Meeka Metals has mobilised a second drill rig to accelerate exploration of the deeper gold system and test the potential for additional mineralisation.
The announcement underwrote a 13% rise in Meeka’s share price, adding approximately $41 million to its market capitalisation as the market responded to the deeper exploration results.

“...The identification of visible gold at this depth provides an exciting opportunity to test for extensions to the Turnberry gold system.” - Tim Davidson, Meeka Metals Managing Director ...

Smart Parking (ASX:SPZ) has delivered record FY26 results, with its proprietary technology and AI capabilities increasingly driving growth across global markets. The company’s SmartCloud AI engine is processing hundreds of millions of images, while its ANPR platform continues to expand across the UK, US, Germany and other markets. With new AI-powered products including Smart Vision, SmartCloud Hub and its parking app, Smart Parking is evolving into a technology-led platform. CEO Paul Gillespie joins The Stock Network’s Lel Smits to discuss the company’s AI transformation, global expansion and next phase of growth.

🤖 AI transforming parking
🌎 Expanding across global markets
🚘 Building a technology-led platform ...

Powerhaus Uranium has listed on the ASX under the ticker POW. The mineral explorer wholly owns the Malbec, Polo and El Tropezón uranium projects in Argentina’s Chubut province, one of the world’s less explored uranium regions. The Malbec Project covers 2,000 sq km and includes Insitu Leach Recovery uranium targets. Powerhaus has also agreed to acquire the Hidden Bay Uranium Project on the eastern edge of Canada’s Athabasca Basin. IPO proceeds will fund geological mapping, geochemical sampling, radiometric and geophysical surveys, and drilling to test priority targets.

Board of Directors: Independent Non-Executive Chairman - Richard Pearce; Executive Director, Managing Director/Chief Executive Officer - Siobhan Lancaster; Independent Non Executive Director - Steve Blower; Independent Non Executive Director - Andrew Penkethman; Independent Non Executive Director - Sashi Davies; Executive Technical Director - Philippe Portella Senior Management: Joint Company Secretary - Steven Wood; Joint Company Secretary - Sarah Hobson

Media: The Stock Network, Lel Smits ...

What`s a kangaroo bond and what does it have to do with investing? A kangaroo bond is when a foreign company borrows money in Australian dollars. Other markets also have their own names for this too - In Japan, it’s a Samurai bond and in the US, it’s a Yankee bond.

Kangaroo bonds have been making news recently because Google’s parent company, Alphabet (Nasdaq: GOOG), just issued one for the first time. Alphabet reportedly raised A$5.5 billion from the issuance after receiving bids worth over A$18 billion.

Alphabet is ramping up to build data centres. Australian super funds are among the biggest buyers of these bonds. So some of the money backing these data centres is Australian retirement savings. The AI boom has to be funded by someone. Turns out that includes us.

#tech #investing #stocks #AI #Australia ...

Titan Minerals (ASX:TTM) identifies a new shear-hosted gold-silver mineralisation zone at its 100%-owned Dynasty Gold Project in Ecuador, with drilling returning a high-grade intercept outside the project’s current mineral resource.

⛏️ High-grade discovery: Diamond drilling returned 33.5m at 6.6g/t gold and 55.5g/t silver from 236.7m, including 4.5m at 39.5g/t gold and 362g/t silver.
📍 Outside current resource: The abovementioned mineralisation sits at the Brecha-Comanche target within the Cerro Verde prospect and forms part of a newly recognised northwest-trending structural corridor.
📈 Resource growth potential: Titan Minerals says the new style of mineralisation may have been missed by previous drilling, with follow-up drilling planned to test repetitions and extensions. The company is also advancing a 10,000m resource drilling program ahead of a planned resource update in early calendar 2027.

Titan Minerals CEO Melanie Leighton said the results represent a breakthrough in understanding the mineralisation pathways at Dynasty, with further drilling now planned to assess the potential to materially enhance the resource.

“These latest results add further weight to the theory that the more we drill at Dynasty, the more mineralisation we will continue to discover.” – Melanie Leighton, Titan Minerals CEO ...

Kincora Copper (ASX/TSXV: KCC) continues to advance its hybrid prospect generator strategy, with partner-funded drilling at Nevertire South, nine holes completed at Condobolin and new exploration targets generated through AI and traditional geological reviews. The company is also progressing potential new partners across four projects, while holding approximately A$12M in cash and expecting a further US$5M from the divestment of its Mongolian assets. President and CEO Sam Spring joins The Stock Network’s Lel Smits to discuss Kincora’s June quarter results and the exploration and corporate catalysts ahead, Sam says more ore deals and more drilling are coming up.

🇦🇺 Drilling across two NSW projects
🤖 AI-driven exploration and new targets
🤝 Partnerships and funding the next phase ...

When does an Aussie company stop being Aussie? Zip Co (ASX: ZIP) is a buy now pay later company founded in Sydney in 2013, with an initial focus on Australia.

Fast forward to today and 76% of all transactions on Zip happen in the US with US customer numbers growing over 9% last year while Australian and New Zealand customers fell 8%. Zip has also shut down its New Zealand operations, is weighing a dual listing on a US stock exchange and scheduled its next investor events in New York.

Zip just reported record cash earnings, so this isn`t a failure, rather a company recognising its market opportunity. Local success stories can stay Australian in name while their growth happens elsewhere.

#wallstreet #US #stocks #ASX #money ...

WhiteRock Lithium Corp has listed on the ASX with the ticker code of WLC. The company, which was already incorporated in Canada ahead of its ASX IPO, is a critical minerals explorer. WhiteRock Lithium’s current major focus is the development of its Banana Lithium Project, located in the Eeyou Istchee James Bay and Nunavik regions of Quebec, Canada. The Company has already undertaken a range of exploration activities across the Banana Lithium Project. A pending drilling programme will test potential high-volume and high-grade pegmatite dykes at Spodumene Mountain within the Project.

Media: The Stock Network, Lel Smits ...

Lendlease (ASX:LLC) is seeing strong demand from Defence-related clients, with its Construction business securing $6.4 billion of new work in FY26, up from $ 5.0 billion in the prior year. The FY26 figure included $2.2 billion from defence projects. Defence is now the company’s largest source of new work, ahead of data centres at $1.5 billion, and transport at $1.4 billion.

🛡️ Defence leads: Defence projects account for $2.2 billion of Lendlease’s new work secured during FY26, highlighting the growing contribution of government-led infrastructure spending.
🏗️ $6.4b secured in FY26: Total new work rises from $5.0 billion in FY25, while the company’s Construction Backlog rose 42% to $8.4 billion as at end-FY26.
📈 Strong pipeline: Lendlease says this Construction Backlog is weighted towards defence and social infrastructure, with a further $13 billion of active bids underway across defence, social infrastructure, transport and data centres.

Over the medium term, Lendlease expects revenue growth to come from multiple sectors including defence, social infrastructure, workplace and data centres, where it has a strong track record and competitive position. ...

SCX.AI Holdings has listed on the ASX with the ticker code of SCX. The company is an AI inferencing as a service provider founded to address the growing requirement for sovereign AI infrastructure in Australia. SCX.AI Holdings provides sovereign AI inferencing services that enable enterprises to deploy and operate AI applications within an Australian data centre environment, supporting local data residency, privacy and governance requirements. Its operating model is designed to support scalable growth by incrementally deploying additional inference capacity as expected customer demand increases.

Media: The Stock Network, Lel Smits ...

SCX.ai Holdings (ASX:SCX) has officially listed on the ASX today, becoming one of Australia’s newest pure-play sovereign AI infrastructure companies following its $40 million IPO. As AI moves rapidly from experimentation into everyday enterprise and government use, the company is targeting the infrastructure and computing capacity needed to support that next phase of adoption. SCX.ai CEO David Keane, founder of ASX success story Bigtincan (ASX:BTH), joins The Stock Network’s Lel Smits on listing day to discuss the significance of the milestone, the changing economics of AI and where the company sees its biggest opportunities in the years ahead

🔔 Debuts on Australian Securities Exchange today
🤖 Biggest opportunities SCX.ai will be pursuing
🇦🇺 What investors underestimate about Australian infrastructure ...

How many governments does it take to build one mine? For Viridis Mining and Minerals (ASX: VMM), the answer is four. The ASX-listed company just announced up to US $120 million in strategic equity funding for its Colossus Project in Brazil. Beyond that equity, government agencies from Australia, Canada, France and Brazil have lined up behind its debt.

They`re not doing it for charity. Rare earths drive everything from wind turbines and electric motors to defence technology and smartphones. China refines most of the world`s supply. So Western governments are paying to build the alternative almost anywhere else they can. Governments used to leave mining to miners. Now they`re on the cap table.

#mining #money #fintok #investing #rareearths ...

Metals Australia (ASX:MLS) is advancing a portfolio of critical, base and precious metals projects across Canada and Australia. Its flagship Lac Carheil Graphite Project in Canada has completed an upstream Pre-Feasibility Study and downstream Preliminary Economic Assessment, while projects including Manindi provide further growth opportunities. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the broader portfolio, Lac Carheil’s integrated graphite opportunity and how the project compares with other North American graphite developments.

🇨🇦 Advancing Lac Carheil in Canada
⛏️ Building a diversified critical minerals portfolio
📈 Benchmarking Lac Carheil against North American graphite projects ...

Dreadnought Resources (ASX:DRE) continues to prove up the prospectivity of its critical minerals exploration portfolio. High-grade tungsten mineralisation has been confirmed across the company’s Mangaroon and Mangaroon South projects in WA’s Gascoyne region, with these recent results reaching 6.5% tungsten oxide.

⛏️ High-grade results: Recent rock chips at Nina return up to 6.5% tungsten trioxide (WO₃), with historical results reaching 12.7% WO₃ across an 800m-long high-grade zone.
🔎 Multiple targets: First-pass sampling at Mulka Well returns up to 1.9% WO₃, with more than a dozen additional scheelite occurrences yet to be systematically sampled.
🌏 Critical mineral: Tungsten is classified as a critical mineral by Australia, the US and other major economies and is used across defence, electronics and industrial applications.
Dreadnought Resources plans further mapping and sampling from September, with drilling at Nina targeted for late 2026 or early 2027.

“While we remain focused on gold, adding in high-grade tungsten targets will ensure we pursue the most attractive opportunities to add value through discovery and diversify our exploration and potential development opportunities.” – Dean Tuck, Dreadnought Resources Managing Director ...

How did Evolution Mining (ASX:EVN) achieve record FY26 results? Not by digging up more gold than last year. The Aussie miner just reported its full-year numbers, with profit rising 59 per cent, to nearly $1.5 billion. The company also cleared its net debt completely and more than doubled its full-year dividend.

However, gold production fell 5 per cent, copper dropped 14 per cent and costs per ounce rose 9 per cent. So what factors rose Evolutions results to a record? Price. Evolution`s gold sold for an average of $6023 dollars an ounce, up 40 per cent in a year, while copper gained 25 per cent.

A record financial year doesn`t always mean operational growth. Sometimes the price does the heavy lifting.

#stocks #ASX #copper #gold #mining ...

Chariot Resources (ASX:CC9) has just signed a term sheet with C&D, ZhongNuo and C&C Minerals for a proposed partner-funded drilling, trial mining and DSO offtake program across one Nigerian lithium project. ZhongNuo would fund at least 1,500 metres of drilling and potential trial mining, while C&D would act as the offtake buyer. Chariot Executive Chair and Managing Director Shanthar Pathmanathan joins The Stock Network’s Lel Smits to discuss the partnership and key milestones ahead.

🇳🇬 Partner-funded drilling in Nigeria
🚀 Potential offtake
🪓 Key milestones ...

Northern Minerals (ASX:NTU) continues to progress the development strategy for its Browns Range Heavy Rare Earths Project in Western Australia’s East Kimberley. Deposits within this Project are particularly rich in dysprosium and terbium, two rare earth elements used in high-performance magnets for military, clean-energy and high-technology applications.

🇦🇺 Heavy rare earths: The company’s flagship Wolverine deposit is described as one of Australia’s highest-grade dysprosium and terbium ore bodies. These elements improve the resistance of magnets to demagnetisation, making them important for demanding applications.

🛡️ Defence relevance: Dysprosium-neodymium-iron-boron (DyNdFeB) magnets are used across military and advanced technology applications. Northern Minerals is targeting Browns Range as an alternative source of dysprosium and terbium to supply currently dominated by China.

🏗️ Path to production: Following completion of the Browns Range definitive feasibility study, Northern Minerals is progressing project funding discussions for a commercial-scale operation at Wolverine. The company plans to deliver processed material to Iluka Resources’ (ASX:ILU) rare earths refinery under construction at Eneabba, Western Australia.

ASIC recently granted Northern Minerals a further extension for the company to hold its 2025 AGM, with the meeting now required by 30 November 2026, or within 42 business days of Treasury formally notifying the company that certain disposal orders have been complied with. ...

What does BHP (ASX:BHP) make most of its money from? If you had answered iron ore, you would have been right, until now. BHP just reported its full-year results and for the first time in history most of its earnings came from copper. Group EBITDA from copper was up 54 per cent from last year. Iron ore, the thing this country is built on, came in at 43 per cent. And it`s not just BHP.

When Rio Tinto (ASX:RIO) reported last month, iron ore had dropped below half of its earnings too. BHP’s iron ore business is still strong, as is its share price this year to date, the mining giant produced a record 265 million tonnes of iron ore in FY26. Copper just earned more, with its price up 35 per cent.

So while Australia spent fifty years digging up the stuff that built China, the next fifty might be about the stuff that wires everything together.

#mining #BHP #stocks #finance #money ...

Amaero Inc (ASX:3DA) is scaling its US critical metals manufacturing opportunity, targeting high-value alloy powders for mission-critical defence, aerospace and space applications. The company has secured a $6.5 million US Department of War contract, is ramping production at its Tennessee facility and enters the current financial year with a backlog 125% above last year. Amaero has also completed its re-domiciliation to Delaware and announced plans for a Nasdaq IPO. Chairman & CEO Hank Holland joins The Stock Network’s Lel Smits to discuss the US manufacturing opportunity, defence contracts, production growth and the pathway to Nasdaq.

🇺🇸 Scaling US manufacturing
🛡️ Winning defence contracts
📈 Pathway to Nasdaq ...

KGL Resources (ASX:KGL) has reached a major development milestone, securing funding to advance its high-grade Jervois Copper-Silver-Gold Project in the Northern Territory through to production. The funding package provides around $689 million in aggregate funding, while construction and a Final Investment Decision are targeted for the third quarter of this year. Chief Executive Officer Sam Strohmayr joins The Stock Network`s Lel Smits to discuss the funding milestone, construction pathway and exploration potential across Jervois and Unca Creek.

🪓 Fully funded to production
⚒️ From development to construction
🛘 Copper growth beyond Jervois ...

Evion Group (ASX:EVG) joins the US Department of Defense’s Cornerstone Consortium, enhancing the critical minerals company’s visibility and its ability to respond to selected US defence industrial base opportunities.

🇺🇸 Defence access: The Cornerstone Consortium is a US Government-managed group focused on strengthening the country’s manufacturing and defence industrial base. Membership allows Evion Group to respond to competitive Department of Defense requests across 18 industrial sectors, including Materials.
⛏️ Critical minerals: Evion Group’s Nevada-based Carp Fluorspar Project and its Maniry Graphite Project in Madagascar align with US supply chain priorities, while its Panthera Graphite Technologies operation in India already ships expandable graphite to the US and Europe.
📈 US strategy: The membership builds on Evion Group’s broader US government strategy, following the appointment of former Australian Ambassador to the US, Arthur Sinodinos AO, as Strategic Advisor. The company also progresses fieldwork at Carp and its downstream critical materials strategy.

“Our job is to be positioned, credible and known when those requirements come out, and this is a deliberate step toward that.” – David Round, Evion Group Managing Director ...

Nodestream (ASX:NS1) strengthens its US defence and aerospace market strategy through an engagement with US-based strategic advisory firm Waypoint Strategic Partners, supporting the company’s transition from assessing the market to executing its US entry.

🇺🇸 US market entry: Waypoint Strategic Partners provides executive and operational support across US market positioning, corporate and compliance requirements, program readiness and industrial-base partnerships, including engagement with defence and aerospace prime contractors.
🛡️ Defence readiness: The engagement is led by Waypoint Strategic Partners’ founder Nate Notargiacomo, formerly Head of HEO USA. The work includes support for SAM.gov and UEI registration and alignment with relevant security and export-control frameworks.
📡 Measured expansion: The engagement builds on Nodestream’s existing US market assessment and national security advisory work, targeting areas of assessed US demand. The company emphasises that the engagement is advisory in nature and does not represent a customer contract or committed revenue.
“Engaging Waypoint puts experienced, in-market leadership alongside our team to help translate the assessed, funded US demand into disciplined, partner-led progress”.” – Veronica Bainton, Nodestream Chief Executive Officer ...

WhiteHawk (ASX:WHK) is a cybersecurity and services company providing AI-enabled cyber risk assessment, monitoring and mitigation solutions. The Company is currently focused on expanding defence partnerships and building recurring revenue. Recent milestones include the appointment of global executive Adrian Vallino as Group CEO, a strategic partnership with Australian defence-focused IT provider and A$685,000 in customer renewals, program expansions and new engagements. WhiteHawk`s Non-Executive Chair Giuseppe Porcelli joins The Stock Network`s Lel Smits to discuss the Company`s plans to utilise AI in defence to build recurring revenue.

🤖 AI, leadership and the next phase
🛡️ Defence, partnerships and scaling globally ...

Boresight (ASX:BST) listed on the ASX in June following an $8 million IPO. Over the last year revenue grew 55% on the back of growing Australian Defence Force engagement and international demand. The company has since secured a new Huntsville, Alabama manufacturing facility, around 15 times larger than its current US premises, while expanding its product range and customer base. Boresight Managing Director Justin Olde joins The Stock Network’s Lel Smits to discuss scaling since listing, building US capacity and expanding the product range.

🔔 From listing to scale
🇺🇲 Building US capacity
🚀 Expanding the product range ...

Fenix Resources (ASX:FEX) has delivered a record 2026 financial year result, achieving production guidance while setting quarterly records across mining, haulage and shipping. The Company shipped 4.4 million tonnes of iron ore, grew shipments by 83%, finished the year with A$81 million in cash and has guided to further growth in FY27. Executive Chairman John Welborn joins The Stock Network`s Lel Smits to discuss the record year, FY27 outlook and the pathway to 10 million tonnes per annum.

🚀 Record FY26 performance
🪓 Positioned for growth
⚒️ Pathway to 10Mtpa ...

Why has the US put a tariff on drones? President Trump just signed an order placing up to 100% tariffs on any drone over 25 kilos, and up to 25% on smaller drones and parts. The reason is war.

The White House called drones "a key technology in modern armed conflict," and said American production needs to expand rapidly. US drone stocks immediately surged on the news, with Unusual Machines (NYSE: UMAC) seeing the biggest gain. Donald Trump Jr. joined its advisory board in 2024.

When geopolitical tensions run high governments stop asking where things get made, now they`re deciding.

#war #stocks #money #drones #tech ...

Why did Austal’s (ASX:ASB) stock surge on the day it announced a loss from its US division? It followed the Aussie shipbuilder trading and market update. Firstly Austal’s US division took a $175 million hit after the Department of War failed to grant relief on some legacy Navy contracts. That flipped a projected $110 million profit into a $113 million loss.

In the same announcement, Austal also revealed that South Korean defence giant Hanwha has offered up to US$1.2 billion for its American shipyards, the same shipyards that just lost $175 million. The market had been valuing that division at close to nothing, but to Hanwha it`s worth more than a billion dollars.

#finktok #defence #investing #money #stocks ...

DroneShield (ASX:DRO) launches RfRecon, a portable radio frequency (RF) intelligence system designed to help defence, government and security operators detect, identify and locate activity across the electromagnetic spectrum.

📡 Next-generation capability: RfRecon combines ultra-wideband spectrum awareness, precision direction finding and DroneShield’s RfAI-3 intelligence architecture in a single portable system, allowing operators to assess RF activity and gain greater operational context.
🛡️ Flexible deployment: The system is designed for dismounted, vehicle-mounted, rapid-deployment and fixed-site operations, with integration capabilities across existing defence and security ecosystems including Android Tactical Assault Kit (ATAK) and third-party command-and-control platforms.
🌍 Market rollout: DroneShield has begun engagement with qualified defence, government and security customers globally. Subject to procurement timelines, the company expects potential orders and revenue contribution to commence in the second half of 2026, although no sales value has yet been quantified.

“The teams that gain the greatest advantage will be those that can rapidly understand what they are seeing and confidently act on it. RfRecon reflects that shift by bringing RF intelligence directly to the tactical edge.” – Angus Bean, DroneShield CEO and Managing Director ...

Why is the Pentagon backing a mine in central New South Wales? Because of a metal you`ve probably never heard of, scandium. Scandium is to make lightweight alloys for aircraft, advanced semiconductors and fuel cells powering AI data centres.

China dominates global supply and America hasn`t mined it domestically in decades, so the US Department of War has conditionally committed up to US$400 million towards Sunrise Energy Metals’ (ASX:SRL) deposit.

Countries have always competed for oil and now they`re competing for ingredients too. That`s great news for companies like Sunrise, its share price has surged more than 130% this year alone.

#mining #US #stocks #wallstreet #defence ...

Tennant Minerals (ASX:TMS) is preparing for the next phase of work at its Bluebird high-grade copper-gold-bismuth discovery, following confirmation that mineralisation extends beyond the current open-pit Mineral Resource in the Northern Territory. With $2.8 million raised, the company is now advancing step-out drilling, geological modelling and metallurgical studies aimed at defining the broader opportunity and progressing development pathways. Tennant Minerals General Manager Chris Ramsay joins The Stock Network’s Lel Smits to discuss what comes next for Bluebird and how the latest work is moving the project towards development.

🪓 From discovery to defining the system
⚒️ Testing the bigger Bluebird opportunity
🚀 Building towards development ...

Vection Technologies (ASX:VR1) has received $1.2 million in non-repayable, non-dilutive government funding across four R&D programs spanning artificial intelligence, extended reality and digital health.

💰 Government funding: The $1.2 million in cash will support Vection Technologies’ existing product roadmap, expand collaboration opportunities and strengthen working capital without dilution to shareholders.
🩺 Digital health development: The AI-powered Digital Health Rehabilitation (OMNIREHAB) program is developing an AI-powered remote rehabilitation platform combining motion capture and Extended Reality (XR) for home-based cognitive and physical rehabilitation.
🤖 Broader technology pipeline: The funding also supports projects focused on inclusive AI and sign-language translation, cultural and museum AI, and immersive heritage visualisation, with research partners including University College London (UCL), the National Research Council of Italy (CNR) and several Italian universities.

"The technologies and capabilities we are developing will be integrated into Algho AI and IntegratedXR, while other activities will generate standalone intellectual property." – Gianmarco Biagi, Vection Technologies Managing Director and Executive Chairman ...

Austco Healthcare (ASX:AHC) strengthens its direct presence in the Australian healthcare market, agreeing to acquire long-standing South Australian reseller Medical Communications Systems (MCS) for approximately $2.88 million.

🏥 Strategic acquisition: Austco will acquire 100% of MCS, bringing its South Australian nurse call reseller in-house and strengthening direct customer relationships and service delivery in the state.
💰 Earnings accretive: The transaction comprises approximately $2.24 million in upfront cash and an estimated $0.64 million performance-based earnout. On a full-year basis, MCS is expected to contribute approximately $1.88 million of incremental revenue and $0.82 million of EBITDA.
📈 Proven M&A strategy: The acquisition follows Austco’s previous reseller acquisitions of Teknocorp, Amentco and G&S Technologies. MCS has been an Austco-certified reseller since 2011, with its 12 staff expected to remain with the business.

“This acquisition follows the same disciplined model as our last three acquisitions: strengthening our direct sales capability, deepening our customer relationships and retaining experienced local people.” – Clayton Astles, Austco Healthcare CEO ...

Braveheart Bio (NASDAQ: BRVE) just raised $440 million to list on the Nasdaq. It was founded two years ago, and its primary drug treats a heart condition where the muscle thickens and struggles to pump.

Braveheart didn`t invent the drug, they licensed it from a pharmaceutical company in China, every clinical trial so far was designed and run entirely by that Chinese company. Braveheart wasn`t involved and doesn`t manufacture the drug. What Braveheart bought was the exclusive right to seek FDA approval and sell the drug everywhere, except Greater China.

There have been more than one hundred similar licensing deals since the start of last year. Increasingly, cutting-edge medicines are invented in China and sold to you by American biotechs.

#biotech #stocks #nasdaq #IPO #fintok ...

Patrys (ASX:PAB) is advancing its lead drug candidate, RLS-2202, towards its first clinical trial in humans. During the June quarter, Patrys appointed a specialist clinical trial site and contract research organisation, progressed its trial protocol and submitted its ethics application. The company is now targeting first participant dosing in Q3 2026, subject to the required approvals. Patrys CEO Dr Samantha South joins The Stock Network`s Lel Smits to discuss RLS-2202, the company`s path into the clinic and what investors can expect next.

⚕️ Getting RLS-2202 into the clinic
🔬 What RLS-2202 could do
🚀 What`s next for Patrys ...

Who is winning the weight loss boom? It`s not the company that makes Ozempic. It`s Eli Lilly And Co (NYSE:LLY), which makes Ozempic`s biggest rival, Mounjaro.

Mounjaro and its sister product were about two-thirds of everything Lilly sold in the second quarter with total revenue rising 48% to was $23 billion over the last year.

Here`s the strange part - Lilly`s prices went down, while it sold 60 per cent more and charged 13 per cent less. That`s what a boom actually looks like: not charging more but reaching more people.

#money #health #stocks #GLP1 #weightloss ...

Osteopore (ASX:OSX) has expanded its orthopaedic bone reconstruction business into the Middle East after signing a three-year distribution agreement with Al-Umnia Medical covering five Gulf Cooperation Council (GCC) markets.

🦴 Regional expansion: The agreement covers Saudi Arabia, the United Arab Emirates, Oman, Qatar and Bahrain, with Osteopore and Al-Umnia now progressing product registrations across the five countries.
🌍 Large addressable market: The GCC orthopaedic devices market was valued at approximately US$897.5 million in 2025 and is forecast to reach US$1.55 billion by 2034, according to cited market research.
🤝 Established partner: Dubai-based Al-Umnia has grown from a four-person team in 2009 to more than 70 employees, with a focus on medical technology partnerships, clinical education, training and support across the GCC.

"Our orthopaedics bone reconstruction product line is now progressing to the next phase of commercialisation – beyond South East Asia to the Middle East." – Dr Yujing Lim, Osteopore CEO ...

ADHD rates are soaring and one ASX company founded by Princeton neuroscientists, wants to change that. BlinkLab’s (ASX:BB1) smartphone app used the phone`s camera to measure involuntary responses like blinking.

A recent European study showed it correctly identified 82 per cent of the children who had an ADHD diagnosis, and correctly cleared 83 per cent of those who didn`t.

It`s early research but if you`ve ever waited months for a specialist appointment, you know why someone`s trying. The idea isn`t to replace the specialist. It`s to work out who needs one first.

#finance #health #stocks #ADHD #fintok ...

What`s a lockup and why does it matter to SpaceX Space Exploration Technologies Corp. (SPCX) shareholders? When a company lists, early investors such as founders, staff and venture funds agree to hold their shares for a set period. The reason is simple. Nobody would want to invest in a company if insiders could cash out the next morning.

SpaceX listed in June, in the biggest IPO ever. Now the first lockup period is ending, and over 900 million more shares can be sold by those early holders. If enough of them decide to cash out, this could put even more pressure on SpaceX`s share price. It’s worth knowing whenever you see a hot new listing. There’s a second date, months later, that nobody puts in the headline.

#fintok #elonmusk #spaceX #money #investing ...