ASX:EOS
ASX:EOSAerospace & Defense

How Investors Are Reacting To Electro Optic Systems (ASX:EOS) Surging Backlog And MARSS Counter‑Drone Deal

Electro Optic Systems Holdings recently reported a much stronger December 2025 quarter, with higher customer receipts, positive cash generation and a very large increase in its firm contract backlog, supported by defence orders across Australia, NATO markets, South America and the U.S. At the same time, the agreed acquisition of MARSS’s counter‑drone Command‑and‑Control business adds AI-enabled software to EOS’s hardware portfolio, pushing it toward fully integrated counter‑drone...
ASX:WDS
ASX:WDSOil and Gas

Does Woodside (ASX:WDS) Prioritising Higher Output Over Quarterly Revenue Hint At A Deeper Strategy Shift?

Woodside Energy Group recently reported unaudited fourth-quarter 2025 revenue of US$3,035 million, down from US$3,484 million a year earlier, alongside a slight dip in quarterly production. Despite the softer quarter, full-year 2025 production edged higher to 198.8 Mboe/d and the company issued 2026 production guidance of 172–186 MMboe, giving investors fresh data on its operational trajectory. We’ll now explore how Woodside’s softer quarterly revenue but higher annual production shapes...
ASX:4DX
ASX:4DXHealthcare Services

4DMedical (ASX:4DX) Is Down 11.0% After A$79m CT:VQ™ Funding Round Has The Bull Case Changed?

In mid-January 2026, 4DMedical Limited completed a follow-on equity offering of A$79.06 million, issuing 20,806,185 new ordinary shares at A$3.80 each, after holding a special call to explain the capital raise. The company highlighted that the funds from this institutional placement will support the U.S. rollout of its CT:VQ™ lung imaging product, expand deployments in leading hospitals, and further its software-based respiratory imaging research efforts. We will now examine how this...
ASX:GYG
ASX:GYGHospitality

Is Guzman y Gomez’s (ASX:GYG) Uber Eats Exclusivity Reshaping Its Delivery Economics Or Competitive Moat?

Guzman y Gomez has exited DoorDash and entered into an exclusive multi-year partnership making Uber Eats its sole third-party delivery platform in Australia, a move announced prior to today and now in effect. This shift consolidates Guzman y Gomez’s delivery channel under one provider, potentially reshaping customer access, operational coordination and bargaining power in the delivery ecosystem. We’ll now examine how concentrating all third-party delivery through Uber Eats could influence...
ASX:VUL
ASX:VULMetals and Mining

Why Vulcan Energy Resources (ASX:VUL) Is Up 7.0% After Strong Lionheart Well Test Results

Vulcan Energy Resources Limited recently reported successful production test results from its first new Lionheart well in Germany’s Upper Rhine Valley Brine Field, confirming strong well deliverability that supports the Phase One Field Development Plan and its goal of producing 24,000 tonnes of lithium hydroxide monohydrate annually by 2028. This outcome, combined with the project being fully funded since December 2025, strengthens confidence in Vulcan’s ability to supply lithium to the...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue Approval For Alta Copper Deal Highlights Growing Copper Ambitions

Fortescue (ASX:FMG) shareholders have approved the acquisition of the remaining shares in Alta Copper. The decision clears the way for full ownership of the copper explorer and further copper-focused activity. The move is part of Fortescue’s broader resource development plans beyond its core iron ore business. Fortescue is best known for its iron ore operations, but copper has become a focus area as demand for materials linked to electrification and energy infrastructure remains in the...
ASX:NGY
ASX:NGYOil and Gas

3 ASX Penny Stocks With Market Caps Over A$30M To Watch

Australian shares are poised for another advance, buoyed by a strong rally on Wall Street and anticipation around upcoming inflation data. This positive momentum provides an intriguing backdrop for exploring investment opportunities in the Australian market. Although the term "penny stocks" may seem outdated, these smaller or newer companies can still offer significant growth potential when backed by solid financials. In this article, we will examine several penny stocks that stand out for...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check As Ryoncil Access And Early Commercial Outcomes Progress

Mesoblast (ASX:MSB) is back in focus after reporting early commercial experience with Ryoncil in children with steroid refractory acute graft versus host disease, along with broader US access and reimbursement progress. See our latest analysis for Mesoblast. That clinical and reimbursement progress comes after a mixed year for the stock, with a 7.17% 90 day share price return, a 7.24% 30 day share price decline, and a very large 3 year total shareholder return of 198.64%. This suggests longer...
ASX:SMI
ASX:SMIMetals and Mining

A Look At Santana Minerals (ASX:SMI) Valuation After Consent Timing Concerns And A Sharp Single Day Share Price Drop

Regulatory concerns and recent share price moves Santana Minerals (ASX:SMI) has come under pressure after reports of a sharp single day share price drop on the NZX, following doubts about how quickly fast track consents for its central Otago gold project will be processed. See our latest analysis for Santana Minerals. While the 1 day share price return declined 9% and the 7 day share price return also weakened, the 30 day and 90 day share price returns of 16% and 37% sit alongside a 1 year...
ASX:ELS
ASX:ELSElectronic

ASX Growth Companies With High Insider Ownership January 2026

As the Australian market kicks off Week 5 with a surge in precious metals and a notable equity hike, investors are closely watching how these movements align with global trends where major indices like the S&P 500 and FTSE are showing positive momentum. In this context, growth companies with high insider ownership can be particularly appealing as they often indicate strong internal confidence and alignment of interests, making them potential candidates for those looking to navigate the...