Market Overview
ASX 200 Index

Which Stocks Benefit from a Uranium Supply Deficit?
Uranium supply deficit could lift shares as Australia leverages domestic reserves and SMRs to secure base-load power.

Australia’s Best (and Worst) Bank
Australia's Bank of Mum and Dad pumps $35b a year into housing, but rising non-performing loans and fairness issues threaten the unofficial lender's future.

The Weekly Finger: CBA PR team dancing in the streets, waving flags etc
CBA faces police probe over a $1bn mortgage-fraud hole, sparking talk of a banking lending overhaul and potential share moves.

US-Iran War: Energy, Gold, and Silver
Oil jumps as US-Iran tensions flare; Hormuz risk, insurers drop cover. Gold, silver and miners rally as a new mining bull market awakens.
Weekly Wrap: A record close and 3.7% month a big thumbs up
ASX 200 finishes at record close, up 3.7% in Feb as BHP profits beat and banks top forecasts; Block rockets on staff cuts; rare-earths rally lifts Lynas/Iluka.

Boss Energy Reports $36.2m Positive Net Cash Flow from Honeymoon Uranium Project
Boss Energy (ASX: BOE) logs $36.2m positive net cash flow from Honeymoon uranium project; six months to Dec lift in uranium sales, lower C1 costs boost outlook.

Weekly Wrap: ASX slips on war fears as earnings beat expectations buoy week
War fears nudge ASX 200 lower despite QBE's 21% profit surge; energy gains lift oil names, tech slumps; Guzman sinks below float.

ANZ Soars and AMP Sinks: Earnings Breakdown
ANZ delivers $1.9b cash profit in Q1, 3bp NIM uplift, and cost discipline driving outperformance as Feb earnings season kicks off (AMP results due).

Which Stocks Benefit from a Uranium Supply Deficit?
Uranium supply deficit could lift shares as Australia leverages domestic reserves and SMRs to secure base-load power.

St George Mining Increases Araxá Mineral Resource Estimate to 70.91Mt TREO
St George Mining (ASX: SGQ) lifts Araxá MRE to 70.91Mt at 4.06% TREO and 0.62% Nb; 75% upgrade with 218% more M&I, underpinning Tier 1 potential.

Ausgold Chases Resource Growth at Katanning Gold Project with Expanded Drilling Campaign
Ausgold (ASX: AUC) expands Katanning drill program to 54,000m after strong Central/Southern zone assays, hinting at resource growth and future reserve upside.

Victory Metals Achieves 5.9% TREO Concentrate in Major Flotation Upgrade
Victory Metals (ASX: VTM) hits 5.9% TREO concentrate in 48x flotation upgrade at North Stanmore, hinting at lower CAPEX/OPEX ahead of Q2 2026 PFS.

Bioxyne Boosts FY26 Outlook on Strong Performance and International Growth
Bioxyne lifts FY26 EBITDA guidance to AUD16.5-19m after record H1 FY2026 with AUD31.3m revenue (+149% YoY); expands capacity, enters UK/Germany/LATAM.

Control Bionics Signs US JV for iOS Speech Devices with NextLevel Assistive Technology
Control Bionics inks exclusive US JV with NextLevel for iOS speech devices, FDA Manufacturer of Record; aims 1,000–1,500 units/year in a USD 100–150m market.

Radiopharm Theranostics Doses First Patient in RV-01 Phase 1/2a Trial for Aggressive Cancers
RAD doses first patient in RV-01 Phase 1/2a trial for aggressive cancers, a 177Lu-radiotherapeutic targeting B7-H3, to define dose for future studies.

Lumos Diagnostics Achieves BARDA Paediatric Study Milestone, Secures US$720k Payment
Lumos Diagnostics hits BARDA Milestone 6, secures US$720k non-dilutive payment as FebriDx paediatric study advances toward FDA submission and wider US TAM.

FBR Boosts Hadrian Homes Scaling Strategy with AMOVEO WaaS Offtake Agreement
FBR inks binding AMOVEO offtake for Hadrian Homes: 5400m2 wall over 24 months, AUD 400k–450k; aims to deliver ~200 homes in 12 months.

ArchTIS Lands US/EU Military Alliance Contract for NC Protect, Secures A$8M Facility
ArchTIS wins US/EU military alliance contract for NC Protect; up to A$1.22m potential, plus A$8m banking facility to fund US expansion.

Comms Group Delivers Record 1H FY26 Result, Reiterates Guidance
Comms Group hits record 1H FY26: revenue $37.6m, EBITDA $4.5m; TasmaNet integration boosts growth; FY26 guidance reaffirmed.

Findi to Seek Shareholder Approval for $72m Strategic Investment by Nova Global Opportunities Fund
Findi to seek shareholder approval for up to $72m Nova Global investment to back India ATM rollout; initial $26m already arranged.

Conrad Asia Energy Gets Green Light for Development of Mako Gas Project
Conrad Asia Energy secures FID for US$320m Mako gas project in Indonesia; first gas targeted by end-2027, fully funded with long-term PLN contract.

Omega Oil & Gas Secures H&P Rig for Expanded Taroom Trough Drill Program
Omega Oil & Gas (ASX:OMA) lands premium Helmerich & Payne FlexRig 648 for a fully funded Taroom Trough drill campaign in 2026/27, with mid-2026 results.

Jade Gas Concludes Appraisal Program, Eyes Maiden Reserve Booking
Jade Gas ends TTCBM appraisal in Mongolia, submits Red Lake report and eyes maiden gas reserve booking within a week to unlock PDO and LNG plans.

TMK Energy Surpasses Production Milestone at Gurvantes XXXV CSG Project
TMK Energy surpasses 25,000 scfd at Gurvantes XXXV CSG project, led by LF-07, with desorption signs hinting at near-term expansion and funding talks.

OMG Group to Expand PrOATein Ready-to-Drink Range in Woolworths Supermarkets
OMG Group to roll out three new PrOATein RTDs in 943 Woolworths stores from May to June, backed by SANDAI matcha supply, boosting growth prospects.

Bio-Gene Technology Targets March 2027 APVMA Submission for Flavocide as Toxicology Studies Continue
Bio-Gene targets APVMA submission for Flavocide in March 2027 as toxicology studies progress, but faces ongoing cash burn and fundraising risk.

Terragen's GLP Biostimulant Trials Show 12% Maize Silage Yield Increase
Terragen's GLP biostimulant delivers 12% maize silage yield increase (8.81 t/ha) and up to 20x ROI, boosting near-term commercialisation plans.

Vinyl Group to Boost Adaptive Media Strategy with Val Morgan Digital Acquisition
VNL to acquire Val Morgan Digital for $10.5m, boosting revenue ~73% and expanding ANZ licenses; AI publishing catalysts ahead for FY26.
Never Miss a Market Move
Get the latest ASX small-cap news, exclusive CEO interviews, and market insights delivered to your inbox.
Free weekly newsletter. Unsubscribe anytime.

Ceretas secures $1m for breakthrough ultrasound therapy for dementia, eyes potential IPO
Australian MedTech company Ceretas has successfully secured $1 million in seed funding to advance its low-cost, portable and non-invasive ultrasound device aimed at treating dementia and other neurological conditions. This funding positions the company closer to a potential IPO as it progresses through clinical research and regulatory steps. Initial capital raise fuels development The recent […]

Stormeur IPO to expand non-surgical cosmetics empire
Non-surgical cosmetics group Stormeur has launched a $7 million capital raising to fund the opening of four new Cosmetique clinics along Australia’s east coast. The company announced an initial public offering (IPO) last month based on a growth strategy that includes two new clinics in Sydney and two in Melbourne, to be established within 24 […]

ASX anticipates surge of IPOs later in 2024
Australia’s pipeline of initial public offerings (IPOs) is expected to ramp up in the new year thanks to a cyclical market on the rebound. Anticipated listings for the second half of 2024 include companies in the industrials, mining and consumer discretionary sectors such as cars, household appliances, specialty items, luxury goods and leisure. According to […]

Guzman y Gomez sets sights on ASX listing with IPO to fund aggressive expansion
In a bold move set to shake up Australia’s fast food landscape, Mexican-inspired chain Guzman y Gomez (GYG) is preparing to make its debut on the Australian Securities Exchange (ASX). The company’s upcoming initial public offering (IPO) is not just another corporate event—it’s a statement of GYG’s ambition to redefine fast food in this country. […]







