Research
Storm in a TeacupASX:IMR
event-note·Health Care·
𖣂📈 The next evolution: TNE→26B; ONE digitising Epworth HC; AKA, NUZ, AEM webinars
Weekly··
Titan of TiASX:MML
Initiation·Materials·
𖣂📈 The next evolution: AI regulation & AU’s Medicare breach; TNE outside of the box; REE webinar
Weekly··
𖣂📈 The next evolution: The beginning of the end? Top 10 AI Doomsday movies; WHI, WHF, DXB webinars
Weekly··
𖣂📈 The next evolution: Scattered Denial→IMR; TNE’s inaugural TechnologyOne Now event; Can CU6 win on sensitivity?
Weekly··
Owning the ecosystemASX:4DX
Company Report·Health Care·
𖣂📈 The next evolution: SCX & FRX founder webinars; Medtech’s at-risk w/FDA approvals? (not 4DX); HITL, HOOTL, and Tacit Knowledge
Weekly··
EchoIQ FDA rejection read-through
sector-spotlight·Health Care·
Two down, two to goASX:IMR
event-note·Health Care·
Engineering for the AI eraASX:CRR
Foundation·Materials·
𖣂📈 The next evolution: Results season: IMR×Philips=PlugNPlay; time to revisit ONE; Plastic cookie anyone?
Weekly··
FY26: continued execution on global commercialisationASX:4DX
event-note·Health Care·
Philips × Imricor = Plug-and-playASX:IMR
event-note·Health Care·
Quality over QuantityASX:ONE
Company Report·Health Care·
Unlocking a US$239bn Market with AI-Powered Tax TechASX:W2V
Foundation·Information Technology·
𖣂📈 The next evolution: SCX on the ASX; A4N at overcapacity+; 4 days GTA VI for 2 years of service?
Weekly··
𖣂📈 The next evolution: IMR at inflection; DAI & the erosion of tacit knowledge; Goodbye Claude & hello Kimi!
Weekly··
Ready to ReboundASX:IMR
Company Report·Health Care·
CONTINUING IMPACT MINERALS’ HPA JOURNEYASX:IPT
Foundation·Materials·
𖣂📈 The next evolution: FLN one to watch, IMR 1H results & Philips unlock, LLM→Agents→Robotics
Weekly··
Five reasons to go long QualitasASX:QAL
opinion·Financials·
The Amazon of ServicesASX:FLN
Foundation·Industrials·
Philips TAM Unlocked!ASX:IMR
event-note·Health Care·
Zero Alpha HPA - not all 9s are created equalASX:A4N
Foundation·Materials·
𖣂📈 The next evolution: ↑4DX, ↑FRX, IPT, ONE quarterly results; EOL under bid; have you tried Gloomberb?
Weekly··
Q4 26: Strong Metrics & Significant Milestones ASX:4DX
event-note·Health Care·
Cost Execution & New Revenue OpportunitiesASX:ONE
event-note·Health Care·
𖣂📈 The next evolution: 4DX initiation; ↑IMR; A4N site visit
Weekly··
Valuing the New Cardiovascular VerticalASX:IMR
Company Report·Health Care·
First US customer & IMR CardiovascularASX:IMR
event-note·Health Care·
Initiation: The Journey to global DisruptionASX:4DX
Initiation·Health Care·
510(K) Submissions All InASX:IMR
event-note·Health Care·
Qualitas is KeyASX:QAL
Foundation·Financials·
𖣂📈 The next evolution: why Qualitas (ASX:QAL) is key; SCX.ai 101; Mayo sued over AI practices
Weekly··
𖣂📈 The next evolution: ONE INITIATION (TSR ~80%); Semis industry expert call read-thru for A4N; turnaround on-track w/M7T
Weekly··
5× new logo growth is just the beginning...ASX:ONE
Initiation·Health Care·
𖣂📈 The next evolution: IMR ↑ paeds FDA approval; TNE completes unison transform & Wyndhan City go-live; Homodeus on Bloomberg
Weekly··
FDA clearance for Paediatric Use: Upside to our base Case ScenarioASX:IMR
event-note·Health Care·
ReadyTech SMS read-through for Tech1ASX:TNE
event-note·Information Technology·
𖣂📈 The next evolution: Precious memory(s); AVE’s +ve interim; EIQ×PME,
Weekly··
𖣂📈The next evolution: IMR↑ initiation; GW1→Lithium, Graphite & a Data Centre Surprise; Can we bioengineer our way to de-extinction?;
Weekly··
Imricor Medical Systems, Inc. — Initiation of CoverageASX:IMR
Initiation·Health Care·
𖣂📈 The next evolution: XEN+PV1 interviews, AVE:101, GRE→1+1=3?
Weekly··
Reinterpreting Two Historical Deposits to Bring On A New Copper HubASX:GRE
opinion·Materials·
A Phase III Asset at an Early-Stage PriceASX:AVE
Foundation·Health Care·
𖣂📈 The next evolution: MP1🚀; 4DX derisking EU; XEN turnaround on track; AVE the next big biotech?
Weekly··
𖣂📈 The next evolution: TNE’s T1NA premium; 4DX+170sites; AVE the next big biotech?
Weekly··
T1NA (Tech1: No Alternative)ASX:TNE
Initiation·Information Technology·
𖣂📈 The next evolution: LIN The West’s Next RE producer; Mythos vs. Quantum; Results: TNE, GTK, CAT
Weekly··
The West’s Next Rare Earth Producer — And Possibly Its BiggestASX:LIN
opinion·Materials·
𖣂📈 The next evolution: Building a podcast, Let’s revisit the movies (VGL), early signs of XEN turnaround
Weekly··
𖣂📈The next evolution: Conference week, Are you just a .md file? Qtrly results: TWL
Weekly··
𖣂📈The next evolution: RMX Webinar, Is Appen back? Qtrly results: 4DX, EIQ, ONE, EMD, APX, BPH, RMX, SGQ, LIN, XEN, EOL, NVX, AYA
Weekly··
1Q reporting season reaffirms our thesis
sector-spotlight·Information Technology·
𖣂📈 The next evolution: NXL ASIC overhang removed, BPH strategic pivot complete, 3Q results: BPH M7T, PV1, QOR
Weekly··
Tech Phoenix - Rising from the ashes
sector-spotlight·Information Technology·