Nick Sundich - Pitt Street Research | Stock research

Nick Sundich

July 27, 2026

SRJ Technologies (ASX:SRJ): An emerging asset integrity play

SRJ Technologies (ASX: SRJ) is an asset integrity technology provider whose robots and drones help inspect oil and gas infrastructure. SRJ has three complementary business units (ACE, EAS and MEAS) that form a unified, technology-enabled asset integrity platform covering the entire asset maintenance cycle (inspection, maintenance and repair). The selling point to clients is that […]

Nick Sundich

July 25, 2026

AFT Pharmaceuticals (ASX:AFP): A broader pipeline is emerging

AFT Pharmaceuticals (ASX:AFP) is a New Zealand-based specialty pharmaceutical company that offers investors both the stability established, cash-generative Maxigesic franchise sold across 87 countries but also significant upside from a pipeline of new commercial opportunities that the market is ascribing little to no value to. AFT is a well-established business AFT has increased its revenue […]

Nick Sundich

July 23, 2026

Green360 Technologies (ASX:GT3): The first binding supply agreement is secured

Green360 Technologies (ASX:GT3) has executed its first binding supply agreement with Holcim Australia, one of the world’s largest construction materials companies. This is a major milestone in the company’s history and we believe this commercial deal will be the first of many. It follows extensive technical evaluation from Holcim over many months and will encourage […]

ECT

Nick Sundich

July 23, 2026

Environmental Clean Technologies (ASX:ECT): Actually destroying the new asbestos

Environmental Clean Technologies (ASX:ECT) is building a PFAS destruction platform that can destroy PFAS while meeting tightening regulatory expectations. Destroying PFAS chemicals, instead of just removing or treating them ECT has a Rapid Electrothermal Mineralisation (REM) system, derived from Flash Joule Heating (FJH) that is for both in-situ and ex-situ destruction of PFAS, having licensed […]

Nick Sundich

July 21, 2026

Great Northern Minerals (ASX:GNM): A maiden gold MRE at Iron Butte

Great Northern Minerals (ASX:GNM) is the company behind The Catalyst Ridge Project in the Mountain Pass district California and the Iron Butte gold and silver project in Nevada’s Battle Mountain belt. The latter of these was only picked up in April 2026, but GNM has recently delivered a maiden MRE. 480koz gold and 11.47Moz silver […]

Nick Sundich

June 25, 2026

Prescient Therapeutics (ASX:PTX): Phase 2 momentum is building!

Oncology developer Prescient Therapeutics (ASX:PTX) is developing PTX-100 and is in the middle of a Phase 2 trial. PTX-100, is the world’s first GGTase-1 (geranylgeranyl transferase-1) inhibitor to enter clinical development, and it is currently the only drug of its kind being evaluated against relapsed/refractory cutaneous T-Cell Lymphoma (r/r CTCL) – an aggressive form of […]

Nick Sundich

June 3, 2026

Imagion Biosystems (ASX:IBX): IND is secured and Phase 2 is good to go!

Imagion Biosystems just removed the final procedural barrier to initiating its planned Phase 2 clinical study for MagSense in HER2+ breast cancer. The company has secured IND clearance from the FDA in an achievement that is the company’s most important to date from a regulatory perspective and is an endorsement of its efforts. MagSense promises […]

Nick Sundich

May 26, 2026

PhosCo (ASX:PHO): 20Mt added to Gasaat’s MRE and more is to come

PhosCo (ASX:PHO) has delivered a material step-change in the resource inventory at its wholly owned Gasaât Phosphate Project in Tunisia, with the release of maiden Mineral Resource Estimates (MREs) for the KM and SAB prospects. A low strip ratio is key to Gasaât’s appeal The two new deposits add 20.2Mt @ 20.5% P₂O₅ to the […]

Dorsavi ReRAM Semiconductors

Nick Sundich

May 20, 2026

DorsaVi (ASX:DVL): Hitting the road toward 22nm ReRAM!

DorsaVi (ASX:DVL) has just cleared what is probably the single largest de-risking event hanging over its ReRAM program to date. DVL has developed three different recipes for its ReRAM memory cells, or what the industry calls “material stacks”, and all three have now passed the tests required for integration inside a standard commercial manufacturing process. […]

Revolver Copper Alma

Nick Sundich

May 19, 2026

Copper could be the best performing metal in the 2020s!

Investors looking for the commodity most likely to mirror gold’s performance over the rest of this decade need only look at copper for the commodity with the greatest potential to achieve this feat. This is because of the emerging supply/demand gap that is only going to continue to grow. The gap is expected to expand […]

SRJ Technologies (ASX:SRJ): An emerging asset integrity play

AFT Pharmaceuticals (ASX:AFP): A broader pipeline is emerging

Green360 Technologies (ASX:GT3): The first binding supply agreement is secured

Environmental Clean Technologies (ASX:ECT): Actually destroying the new asbestos

Great Northern Minerals (ASX:GNM): A maiden gold MRE at Iron Butte

Prescient Therapeutics (ASX:PTX): Phase 2 momentum is building!

Imagion Biosystems (ASX:IBX): IND is secured and Phase 2 is good to go!

PhosCo (ASX:PHO): 20Mt added to Gasaat’s MRE and more is to come

DorsaVi (ASX:DVL): Hitting the road toward 22nm ReRAM!

Copper could be the best performing metal in the 2020s!

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