GT3

Green360 Technologies (ASX:GT3): Transitioning from R&D to revenue

Green360 Technologies (ASX:GT3) has undergone a decisive commercial shift in the three months since our February 2026 initiation. The company already had validated products, a capital-light production pathway and theoretical advantages. But 2026 has been the year this potential has begun to be realised in practice. In our initiation note we observed that the key […]
ASX:FUN

Fortuna Metals (ASX:FUN): A JORC Resource Definition Is Looming!

Fortuna Metals (ASX:FUN) has the Mkanda and Kampini rutile and graphite projects. These cover 658km² in Malawi, directly adjacent to Sovereign Metals’ (ASX: SVM) Kasiya deposit, which hosts the world’s largest undeveloped natural rutile resource and was valued at US$2.2bn in its April 2026 Definitive Feasibility Study. Fortuna’s thesis rests on geological continuity with Kasiya, […]

Weebit Nano (ASX:WBT): Gearing up for the royalty gold rush

Weebit Nano (ASX:WBT) has successfully completed an A$87m institutional placement, with an additional Share Purchase Plan of up to A$15 million currently underway. On a fully subscribed basis, this takes the company’s pro‑forma cash position to approximately A$172 million, making it one of the best‑capitalised independent IP licensors in the non‑volatile memory market. The next […]

Dorsavi (ASX:DVL): A high-potential semiconductor IP play

DorsaVi (ASX:DVL) has secured two pieces of semiconductor IP (Intellectual Property) in the last 10 months. First, it acquired Resistive Random Access Memory (ReRAM or RRAM) IP from Nanyang Technological University (NTU) in June 2025. The company then expanded its IP portfolio in November 2025 with the acquisition of neuromorphic processing in‑memory (PIM) IP from […]

Percheron Therapeutics (ASX:PER): 2026 will be a year of major strides

Percheron Therapeutics (ASX:PER) is a clinical-stage Australian immuno-oncology company which is progressing to Phase 2 in 2026. The magic of supressing VISTA HMBD-002, is a monoclonal antibody targeting VISTA, a next-generation immune checkpoint. VISTA can suppress T-cell responses to cancer treatments and the idea is that by ‘drugging VISTA’, cancer treatments can be more efficacious. […]

Dimerix (ASX:DXB): A pivotal time is ahead!

Over the past few years Dimerix (ASX:DXB) has established all the building blocks in place to commercialise DMX-200 (known in some markets as Qytovra). DXB has gathered extensive clinical data, signed 4 commercial arrangements which provide not just paths to market but also validation and sources of non-dilutive funding in signature and milestone payments (up […]
Register for the Conference