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Price AU$131.58 · Mkt cap AU$17.25b · as of 25 Jun 2026 · FY ends 30 Jun · AUD · prepared through the Franchise Blueprint (v3) Franchise Score 20 / 22 Rating A Verdict BUY-ZONE Accumulate below ~AU$118. An A-grade network monopoly down 44% in a year on a not-yet-legislated tax change — durability is intact; the entry is fair-to-cheap on the asset's own cost of capital, comfortable on the forward frame.Read more

DISCLAIMER: This is solely for educational purposes, do not take this as investment advice. EQUITY RESEARCH VivoPower PLC Sovereign AI data infrastructure Price (24 Jun 2026) ~$5.68 Market Cap ~$82–92M 52-Week Range A.E. $1.20 – $8.55 Public Float ~3.8M shares Short Interest ~71.7% of float Beta ~2.6 (high) Analyst Consensus Hold (17 analysts) 12M Target Range $6.29 – $13.64 RATING: SPECULATIVE BUY 1.Read more

FY3/26 results update Forging ahead towards the next phase – FY3/26 results were resilient and ahead of the Company’s guidance revised in February 2026. Although macro uncertainty driven by Middle East tensions contributed to a conservative FY3/27 guidance, we think investors should look past the temporary headwind and focus on the Company’s new FY3/27–FY3/31 medium-term plan.Read more

Price NZ$8.18 (≈ A$7.50) · mkt cap ~NZ$13.9b · EV ~NZ$16.4b · as of late Apr 2026 · FY ends 30 June · NZD · prepared through the Franchise Blueprint (v3) Franchise Score 15 / 22 Rating - High-B Verdict WATCH Accumulate below ~NZ$5.75 (≈ A$5.30). A near-irreplaceable monopoly gateway — but capital-heavy, FCF-negative mid-build and priced at ~22–24× EBITDAFI, leaving a sub-hurdle owner's return and a negative margin of safety.Read more

Three key ideas before starting Unmatched Cash Generation & Scale: Reaching over $200 billion in annual revenue with 3.58 billion daily active people, Meta's "Family of Apps" operates with 50%+ margins, generating massive free cash flow to self-fund the tech of the future. AI & B2B as Near-Term Catalysts: Advantage+ AI algorithms are drastically boosting ad ROI and pricing power, while WhatsApp's B2B ecosystem and Threads' 500 million MAUs offer explosive, high-margin revenue diversification.Read more

Virtuix starts as a device that lets people walk and run inside virtual worlds, but the bigger story is its push into military training and realistic digital “terrain” made from ordinary video. With major military groups already testing it and a new path to reach a much larger VR headset audience, the company’s next moves could reshape where its growth really comes from.Read more

ServiceNow quietly sits behind the scenes of big companies, keeping everyday work moving—and the bet is it becomes even more essential as businesses try to keep artificial intelligence under control. The big question is whether the market is underestimating how hard it will be to replace a platform that’s already woven into so many critical processes.Read more

The market’s current appraisal of Rocket Pharma (RCKT) fails to adequately account for the operational and technical maturity the company has already achieved. While equity markets are quick to assign premiums to emerging technologies, they are often sluggish in recognizing the complex manufacturing infrastructures that characterize true commercial scaling.Read more

GNTX — Gentex Corporation Investment Thesis | FY2025 10-K | June 23, 2026 1. Business Model Gentex (NASDAQ: GNTX; founded 1974; HQ: Zeeland, Michigan) is a technology manufacturer whose dominant product is the electrochromic automatic-dimming rearview mirror — a mirror that darkens proportionally to headlight glare using a proprietary electrochromic fluid cell.Read more