Interesting piece on @PainChek ($PCK) and its push into the US market. The appointment of @4DMedicalXV Chair Lil Bianchi looks significant given the similarities between the two SaaS healthcare expansion stories. Key points: - FDA De Novo clearance secured - @PointClickCare integration across ~1.5m US aged care beds - Sabra agreement creating a potential 20,000 bed rollout pathway - UK business now >10% market penetration - Australia already operationally break-even Feels like the market is starting to look at PCK through a very different lens. Read via @techinvestmag 👇 techinvest.online/news/painc…

Great coverage in today's @FinancialReview from @TessBennett on KTEK Aerosystems ahead of its ASX debut on 18 May. A picks-and-shovels play in the global defence supply chain, the $10M IPO closed in under 24 hours attracting $30M in bids - backed by Thorney, @RegalFunds, @VP_Capital1, Cyan, @scopusventures and TGI Holdings. Strong board in Howard Digby, Dekel Keisar and Chris Baxter - and a big tip of the hat to @nathanbarbarich and the @cpscapitalgroup team for putting it all together. #KTEK #ASX #DefenceTech #Drones #IPO

ASX: $AI1 - @adisynltd. One week ago it was 6.8c. It hit 28.5c intraday. It's now pulling back to 18.5c. Here's what actually happened - and why I think the story is bigger than the chart. (disclosure: I own shares. Not financial advice.) linkedin.com/pulse/adisyn-li…

Good to see @TerrainMinerals $TMX featured in yesterday’s @EurozHartleys note by analyst Kyle De Souza. High-grade hits, growing system scale at Lightning, ~16,000m drilled and a maiden resource targeted for July. Momentum building. #ASX #Gold #SmallCaps

Strong read from @StockheadAU on @TerrainMinerals (ASX: $TMX). High-grade hits at Lightning (8m @ 6.87g/t, 7m @ 7.08g/t) are one thing - but the real story is continuity and scale. Maiden resource due July. Moving from discovery → definition. Worth a look 👇 stockhead.com.au/resources/t…

Good coverage in @BullsNBearsWA on @TerrainMinerals $TMX Smokebush shaping as a real inflection point: - ~16,000m drilled at Lightning - Maiden JORC resource imminent - Mining lease secured - Gallium REE upside Feels like the story is shifting from exploration → definition. thewest.com.au/business/bull…

Punchy first hole from @FlynnGoldLtd at Silver King 1.0m @ 1,020g/t silver incl. 0.4m @ 2,450g/t ~$12m mkt cap junior now has the market’s attention Big question now: repeatability vs one-hole wonder Good breakdown in this piece from @thepickmagazine 👇 the-pick.com.au/news/flynn-g…

Strong call in today’s @westaustralian article by @tommyr345 Charlie Aitken (Regal Partners) says defence rare earths = “trade of the next decade” But the key is where he’s positioning: $DRO (@DroneShield) - counter-drone $ELS (@elsight) - drone connectivity rare earths: $LYC $BRE $ILU $IPX Hardware gets attention. Infrastructure is where the leverage sits.

Chocolate prices down 70%… Easter bunny prices up 100% That’s not inflation anymore - that’s pricing power. Great piece by @GusMcCubbing in the @FinancialReview. Margins expand fast. Prices come down… rarely. Read this and more great business yarns at afr.com.au #ASX #investing #inflation

Australia holds some of the world’s largest uranium reserves… yet remains underexposed to the value of its own resource base. In today’s @FinancialReview, columnist @cjoye highlights shifting global dynamics and what they mean for Australia’s long-term self-reliance. From an investor lens - uranium is no longer just a commodity. It’s a strategic asset tied to energy security, baseload demand and long-term capital flows. That gap between resource ownership and participation in the value chain = opportunity. Worth a read. And worth subscribing for more insights like this 👉 afr.com #ASX #Uranium #EnergyTransition #Investing #Commodities #NuclearEnergy #Australia

Morella Corporation (ASX: 1MC) has added to the scale case at Mt Edon, with broad pegmatite widths at Sophie pointing to potential tonnage. But the market is still waiting for the key piece - assays. That is what will determine whether this moves from interesting geology to a stronger investment case. Read the full story on @thepickmagazine 👇 the-pick.com.au/news/morella…

Argonaut’s Pia Donovan sees a defence fuel security boom ahead 🚀 Rising global tensions = higher defence spend major investment in fuel infrastructure. ASX names in focus: @austal, @CivmecAU, Duratec, Saunders International and @BhagwanMarine Full story 👇 the-pick.com.au/news/argonau… #ASX #Defence #Energy

Energy markets just broke. Strait of Hormuz disruption years of underinvestment = a full-blown supply shock. Argonaut’s Sarah Kerr says oil could hit US$200 - and ASX energy stocks may be next to rerate. This isn’t a cycle. It’s structural. Read more 👇 the-pick.com.au/news/energy-… #OilMarket #OILUSD #EnergyMarkets

#AI is everywhere - but what does it actually look like inside #ASX companies? I’m hosting a @RaasGroup webinar on March 30 (12pm AEDT) with: Tim Fung - @Airtasker Michael Ivanchenko - @CVCheckLtd Martin Filz - @Pureprofile Real use cases. Real insights. Live Q&A. Register here: us02web.zoom.us/webinar/regi…

On the ground yesterday at Golden Horse Minerals’ $GHM Southern Cross Project with a strong group of investors & advisors. Nothing beats seeing it firsthand - scale, activity and execution all on show. Multiple rigs turning and a clear strategy in place. Thanks to Nick, Dean & the team for hosting. @EurozHartleys @BrightstarReso1 @fiftyonecapital

I’ll be hosting the RaaS Ask the Analyst Webinar next Wednesday (18 March) at 11am AEDT / 8am AWST. Hear from RaaS senior analysts on: • @acusensus (ASX: $ACE) • Saunders International (ASX: $SND) • xReality Group (ASX: $XRG) Includes live Q&A. Free to attend. Register us02web.zoom.us/webinar/regi…

People matter in exploration. @Torque_Metals has recruited the team behind Spartan Resources’ Never Never discovery: • Simon Lawson – Chairman-elect • Craig Jones – CEO / MD-elect • David Coyne – NED-elect Now turning their attention to the Paris Gold Project south of Kalgoorlie. Full story on @thepickmagazine 👇 the-pick.com.au/news/torque-…

Enjoyed this conversation with @SeanGregory888 from @Sarytogan at RIU Explorers. Key takeaway - grade matters. With a ~29% TGC graphite resource, the project has the potential to compete globally on cost. Watch the full discussion 👇

I’ll be hosting a webinar with The Agency Group Australia (ASX: $AU1) next week. Exec Chairman Andrew Jensen and Executive Director Paul Niardone will discuss: • 1H FY26 results • Growth strategy • Outlook for FY26 📅 Wed 11 March ⏰ 10am AWST Register 👇 us02web.zoom.us/webinar/regi…