ASX

RBB12_Fisher

50k on ASX: CTO, VAL, ALK, and most importantly, URMOM

RBB12_Fisher

want my drunken ASX picks?

PatientAd9394

Watch the ASX 200. Always down

Marketalyst

(As per my ASX Stock Analyst Researcher AI Agent) Here’s why: • U.S. rare‑earth rollout is heating up — Oklahoma backing them, plus independent tests showing strong recoveries on magnet waste. • New economic study looks solid — \~US$243m NPV per module, strong margins, and commercial deployment lining up. • First commercial production run underway — 5‑tonne campaign aiming for \~1.4t MREO later this year. • Solar + e‑waste recycling progressing — high silver and rare‑earth recovery numbers. • Tech improvements — multi‑feedstock capability, cheaper processing, graphite/binder removal success. • Leadership changes — new CEO (Grant Caffery) and VP North America to drive U.S. expansion.

Martin_Birch

Years ago I held YML on the ASX from 7c to $4.80 it took about 2 years and I only had 10k shares. I also held AUM (CDU) from 35c to $9 but again only for 10k shares. Would have been a bit different if I'd bought 1mn.

Ok-Temperature-8047

I'm loving the ASX at the moment the REE small caps seem to be loving all the news plus found this company called iondrive had good numbers just come out about their modular extraction plants. [https://www.tradingview.com/news/smallcaps:f5b78da58094b:0-iondrive-updates-economics-for-ionsolv-us-rare-earth-processing-module/](https://www.tradingview.com/news/smallcaps:f5b78da58094b:0-iondrive-updates-economics-for-ionsolv-us-rare-earth-processing-module/)

Necessary_Relief_126

Puts on $ASX

1eyedbudz

BSNLF is building off take agreements https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03128770-6A1341113&v=undefined

cooperfrost

Confused the IREN guys are Australian. Does that mean while the stock is going down in Australia it goes up in North America? Must be fuckin mooning on the ASX right now.

Fun-Time4064

Long term it should be beneficial. ASX is not the right market for a stock like this. A full NASDAQ listing is the way to go. Especially when you factor in recent changes to the Australian taxation system, which disincentivises investment into growth stocks. 

NikWih

Delisting on the ASX and listing on the NASDAQ is going to hurt some shareholders portfolios. Especially those, who can not easily trade with their broker. I would expect a well-off today. At least initially.

Glittering_Dig3798

Yo get this ASX trash out of my 3x ETF what is this bullshit

Glittering_Dig3798

ASX what the fuck!

Interesting_Wall5768

Anyone else into Vanadium? ASX listed ?

ScreamingZucini

Sellas life science or Sosltice minerals Ltd? There's 2 listed when i search, one on ASX and the others on NASDAQ.

Weak_Alternative_168

i cant check the viridis side, ASX announcements dont load for me, so nothing from me on the DFS, the NPV or the AISC claim. but the comparable you're pricing off is a US listed acquirer, so that half is in the filings, and two things in it dont match the post. first, it hasnt happened. april 20 was USAR announcing a definitive agreement, not a completed takeover. their 10-Q filed on august 10 still calls it "the proposed acquisition of Serra Verde Group" and lists "the expected timing and completion" as a forward looking statement. so as of two weeks ago it was still pending. second, the 2.8bn isnt a price paid. from their own press release the consideration is 300m in cash plus 126.849m newly issued USAR shares, and the \~2.8bn is what that came to at USAR's closing price of $19.95 on friday april 17. so about 89% of it is stock, marked at one specific day's share price. that number has moved with USAR's stock every day since, in whichever direction. the other thing is what you're comparing to. serra verde is the pela ema mine in goias, already producing, and the same release describes a 15 year offtake for 100% of phase 1 Nd Pr Dy Tb with a vehicle capitalised by US government parties, with price floors, and 550-650m of annualised run rate EBITDA expected by end 2027. your own catalyst list has binding offtake with solvay, the 70% debt piece and FID all still ahead. thats not a like for like. separately, "raised up to 120 M USD for the 30% equity part = no dilution" needs explaining. if thats a company level placement its dilution by definition. if its project level equity from a partner it isnt, but those are different things and the post treats them as one. i cant tell which because i cant read the announcement.

____DEADPOOL_______

> Could trade on the ASX but fuck that. I generally don't want to know how my puny super is doing lol.

AliStarr182

Yeah I've been sleeping way too late recently watching the market open. Could trade on the ASX but fuck that.

Advanced-Comment9585

I look at the positions that funds hold. For example, on the ASX, funds must declare their positions each quarter or so. Although I can't determine when they buy or sell, it gives you a good indicator of where to start. For example, I found an Australian fund manager holding Spain's ArcelorMittal, Aena and Iberdrola.

thenorthernwhiteboy

In three days I will have held ASX for an entire year. Will be cashing my gains out and moving it all to Nokia

Cwoodsales888

the ASX casino is heating up in aus anyone trading it ?

ABadDoseOfCrabs

ASX bets...

Drekdyr

ASX slop moment

bbbbbasse

Defensive cyclicals dominate ASX rally, a clear risk-averse rotation away from speculative AI stocks.

itseasymoney

Time to start ASX maxxing

stiffgordons

And the high regulatory/ reporting burden meaning private fund raising is significantly more cost effective than public offerings, so the best opportunities go to VC / institutional investors and the ASX is just a way for PE to dump unflippable investments on super funds & the few remaining retail investors.

nugymmer

No, but 2025 and 2026 have. Markets are looking ripe again for another pullback. ASX200 above 8k is a good indicator. Not buying until we see a good pullback otherwise sitting back and do nothing is a safer option. I have no interest in real estate either. I'm not buying into a monopoly game. Lost wealth is more painful than missed opportunity as per usual. I should have got into nVidia years ago but dang it's probably a little late now. 

dropandflop

TINA where is all that sloshing cash going to go. Too much money needs a home here and abroad. Money isn't in short supply. Quality assets that return a sensible return is the challenge. The ASX is shrinking through consolidation and delistings. New companies are choosing to stay private for funding vs dealing with the ASX rigmarole required and the public scrutiny.

Own_Oil7951

ASX lacks tech companies that's why it hasn't risen like Asia or US stocks. 

meowthechow

Umm, good analysis and I think you’re basically right that the risk/reward is poor. One thing I’d add though that a lot of this isn’t really about irrational belief, it’s about flows. Super funds have a huge home bias and index buying forces money into the big four no matter the valuation. Every dollar into an ASX tracker buys CBA because of its weight. So it’s less a mania and more just price insensitive money meeting limited supply. CBA has looked overpriced for ages and kept grinding higher.

ptexpat

# Resmed Inc. Announces Results for the Fourth Quarter of Fiscal Year 2026 Thu, August 6, 2026 at 1:05 PM PDT * Q4 revenue increased by 9% to a record $1.5 billion; up 8% on a constant currency basis  * Q4 GAAP diluted earnings per share up 2% to $2.64; non-GAAP diluted earnings per share up 16% to $2.95 * Returned $1.0 billion to shareholders through share repurchases and dividends during FY2026, an increase of more than 70% *Note: A webcast of Resmed's conference call will be available at 4:30 p.m. ET today at* [*http://investor.resmed.com*](https://www.globenewswire.com/Tracker?data=ppY_7RUVp4LgZlQc5fT-xnLajKJuwzTY7PW9fdwzGDYPTjAPJbSem1Ys-GWIhYW2BRqzcN99kih7IHVLaTtihoLnQ6Jab3hLnWy-XcWLZdZtpf4rPcAgj6hZcosz_71yKL14GWpi5g6tLHjPvCkQhw==) SAN DIEGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Resmed Inc. (NYSE: RMD, ASX: RMD) today announced results for its quarter ended June 30, 2026. "We closed fiscal year 2026 with strong fourth quarter results, reflecting continued momentum of our global business, sustained demand for our market-leading products, and disciplined execution of our strategy," said Resmed's Chairman and CEO, Mick Farrell. "Year-over-year, we delivered 9% reported revenue growth, 90 basis points of gross margin expansion, and a 16% increase in earnings per share. For full year 2026, our $1.6 billion in free cash flow enabled us to invest in innovation, strengthen our market leadership, and return more than $1 billion to our shareholders." "As we enter fiscal year 2027, we will leverage our global scale and enhance our digital capabilities to benefit our patients, providers, and customers. We will use our industry-leading portfolio to improve patient outcomes, reduce healthcare costs, and drive long-term profitable growth for our shareholders." ***Financial Highlights*** * FY 2026 revenue increased by 10% to $5.7 billion; up 8% on a constant currency basis * FY 2026 GAAP gross margin up 170 bps to 61.1%; non-GAAP gross margin up 240 bps to 62.4% * FY 2026 GAAP operating margin up 70 bps to 33.4%, non-GAAP operating margin up 180 bps to 36.1% * FY 2026 GAAP diluted earnings per share of $10.43; non-GAAP diluted earnings per share of $11.17, an increase of 17% * FY 2026 operating cash flow of $1.8 billion; free cash flow of $1.6 billion * Guiding to more than $1.85 billion in capital to be returned to shareholders through share repurchases and dividends during FY 2027; announced quarterly dividend increase of 10% to $0.66 per quarter

SuspiciousHumor7127

Gotta go after the testers and Packers etc. AMKR, ASX

GOT52-

On the launch pad with several value adding catalysts expected by year end 2026. ASX listing, upgraded MRE due any day now probably confirming Pitfield as the world's largest and purist titanium (critical mineral) deposit, continuous ore processing cycle testing and initial feasibility study. Empire has a great opportunity to re-write the global titanium market ($23bn pa) supply chain over the next few years.

Merpoloski

ASX going to the moon baby!

R1ckyB0bby_

ASX 200 sucks balls, coming from an Australian

wolf_of_rapestreet

Keep digging and you'll reach Australia Then you can buy ASX SPI puts

TastyCrayonsCEO

Good Morning Everyone, “We need to talk about what happened last night....” she said. I rubbed my eyes, groggy and confused in bed. “What? The yen or the kospi?” I replied, trying to shake off my hangover. “No” She shook head, pointed to the disaster of a mess I made in my drunken stupor. Red sauce everywhere, bits of crispy meat in bed next to me. “You destroyed the kitchen last night, what the fuck happened?” she snapped. Oh yeah… I tried to make home made Korean barbeque in honor of our degenerate Korean brethren. Ironic, I’m also having financial and memory problems, but unlike the ants, I’m not getting margin called. I’ll clean later, let’s do a quick recap of what happened around the world last night. Australia and New Zealand: Both Australia’s ASX200 and New Zealand’s NZ50G are green and showing strength. The ASX closed at 9006 with both markets ending the day with a modest gain of roughly +0.6%. In Asia: (closed) Japan: Despite a coordinated intervention between the US and Japan to rescue the Yen, the Nikkei 225 is down nearly -1% along with the the TOPIX down -1.08%. China: In Shanghai, the The SSE Composite Index closed red, down -0.59% while Hong Kong’s Hang Seng Index (HSI) closed green on the day with a modest gain of +0.48%. In Korea: The KOSPI is once again a giant red candle, closing at -5.12%. The volatile index has been struggling to stabilize as investors are suffering from hyper leveraged investments into the uncertainty of the A.I memory trade moving forward. Europe: (open) In Germany: The DAX came out the door swinging and opened with a +1.3% gain which it has maintained. The index is looking poised to close near +1.5%. In France: The French CAC is also closing strong despite opening into some selling pressure. It is +0.66% at the time of writing. In London: The FTSE 1000 is looking weak and currently trading at \~-0.35% and currently trending down. The EURO STOXX50 index was able to manage an early trading session rally and is up +0.9% although looking at a few consecutive red candles. North America: (pre-market) All four of the major index futures are green this morning with the DOW (+0.6%), S&P500 (+0.5%), Nasdaq(+0.55%) minis rallying on the news of the 38th concept of a perimeter of a an agreement of a peace deal that was announced on Truth social. Markets are optimistic the end of this 2 week war is near. The volatility index (VIX) appears stable around 16.03 this morning. The PMI manufacturing final index will be released at 9:45am this morning and no other major economic reports are expected today in North America. The Canadian markets are closed today for a holiday. Price Checks: Bitcoin: Continuing it’s downward trend, down -1% on the day and is now down-44% in the last year. Currently trading at \~$62,800. Commodities: Crude Oil futures are down -5.67%. Gold futures are slightly down, -0.08%. Silver is slightly up +0.89%. What to watch today: The major uncertainty around tech stocks, the AI trade and the ongoing wars in the middle east and Europe are major sources of uncertainty for everyone. I’m staying defensive for the day and hoping that I can save my marriage and my portfolio by focusing on getting the bbq sauce out of the linen instead of trying to guess if the markets believe this weekend’s peace deal announcement.

Several-Bridge-6287

“We need to talk about what happened last night....” she said. I rubbed my eyes, groggy and confused in bed. “What? The yen or the kospi?” I replied, trying to shake off my hangover. “No” She shook head, pointed to the disaster of a mess I made in my drunken stupor. Red sauce everywhere, bits of crispy meat in bed next to me. “You destroyed the kitchen last night, what the fuck happened?” she snapped. Oh yeah… I tried to make home made Korean barbeque in honor of our degenerate Korean brethren. Ironic, I’m also having financial and memory problems, but unlike the ants, I’m not getting margin called. I’ll clean later, let’s do a quick recap of what happened around the world last night. # Australia and New Zealand: Both Australia’s ASX200 and New Zealand’s NZ50G are green and showing strength. The ASX closed at 9006 with both markets ending the day with a modest gain of roughly +0.6%. [](https://substackcdn.com/image/fetch/$s_!opb6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2d0e22d-808b-4b69-977e-bfe0efa9b24a_485x281.png) # In Asia: (closed) Japan: Despite a coordinated intervention between the US and Japan to rescue the Yen, the Nikkei 225 is down nearly -1% along with the the TOPIX down -1.08%. China: In Shanghai, the The SSE Composite Index closed red, down -0.59% while Hong Kong’s Hang Seng Index (HSI) closed green on the day with a modest gain of +0.48%. In Korea: The KOSPI is once again a giant red candle, closing at -5.12%. The volatile index has been struggling to stabilize as investors are suffering from hyper leveraged investments into the uncertainty of the A.I memory trade moving forward. # Europe: (open) In Germany: The DAX came out the door swinging and opened with a +1.3% gain which it has maintained. The index is looking poised to close near +1.5%. In France: The French CAC is also closing strong despite opening into some selling pressure. It is +0.66% at the time of writing. In London: The FTSE 1000 is looking weak and currently trading at \~-0.35% and currently trending down. The EURO STOXX50 index was able to manage an early trading session rally and is up +0.9% although looking at a few consecutive red candles. # North America: (pre-market) All four of the major index futures are green this morning with the DOW (+0.6%), S&P500 (+0.5%), Nasdaq(+0.55%) minis rallying on the news of the 38th concept of a perimeter of a an agreement of a peace deal that was announced on Truth social. Markets are optimistic the end of this 2 week war is near. The volatility index (VIX) appears stable around 16.03 this morning. The PMI manufacturing final index will be released at 9:45am this morning and no other major economic reports are expected today in North America. The Canadian markets are closed today for a holiday. # Price Checks: Bitcoin: Continuing it’s downward trend, down -1% on the day and is now down-44% in the last year. Currently trading at \~$62,800. Commodities: Crude Oil futures are down -5.67%. Gold futures are slightly down, -0.08%. Silver is slightly up +0.89%. # What to watch today: The major uncertainty around tech stocks, the AI trade and the ongoing wars in the middle east and Europe are major sources of uncertainty for everyone. I’m staying defensive for the day and hoping that I can save my marriage and my portfolio by focusing on getting the bbq sauce out of the linen instead of trying to guess if the markets believe this weekend’s peace deal announcement.

Stocks_N_Bondage

Closed this morning: - Calls Printed: ARM • ASX • FORM • SIMO - Puts Printed: CHKP • TENB Opened today: - Puts: MSTR Disclaimer: Lotto!

Stocks_N_Bondage

Opened TODAY July 29 - Calls: ARM • ASX • FORM • FTNT • QCOM • SIMO - Puts: CHKP • TENB

Fun-Time4064

CUVL (Nasdaq) or CUV (ASX) - Clinuvel Pharmaceuticals. Zero debt, $200m+ cash. Market cap 2x cash, less than 15x earnings. NPAT margin over 30% even with high expenditure associated with running clinical trials and funding expansion. Consistent year after year growth. Huge pipeline with phase 3 results due in a few months. 

Joehax00

I agree with this. Aside from question about whether the CEO can pivot into a completely unrelated industry, it looks like they have about $10m cash. There is huge capex required to go from junior explorer to producer (assuming it ever does). Greenland govt knocked back ETM (fka GGG) ASX listed REE project, because of low levels of uranium in the deposit. Hard avoid would be my call too.

thenorthernwhiteboy

ASX cannot stop pumping

fomoandyoloandnogrow

In Asia, markets mostly turned lower after giving up gains from earlier in the session. **South Korea’s Kospi plunged over 5%, while the small-cap Kosdaq fell 1.98%. Japan’s benchmark** [**Nikkei 225**](https://www.cnbc.com/quotes/.N225?view=story) **lost 1.57%, while the Topix declined 0.52%**. Australia’s [S&P/ASX 200](https://www.cnbc.com/quotes/.AXJO?view=story) lost 0.35%. Mainland China’s CSI 300 was down 0.64% while Hong Kong’s [Hang Seng Index](https://www.cnbc.com/quotes/.HSI?view=story) edged 0.91% higher.

SetRestart

You don't have to buy whole shares this isn't the ASX. Fraction shares exist.

Beautiful_Rub_141

Part of my portfolio is in **ASX:** **CRED.** The main reason? It pays out monthly. This scratches the itch to go in and make stupid moves because there is no cash hitting the account regularly. For me it's more of a mental thing than a return thing. There's other things to attempt to achieve that.

wellfelchmedead

ASX:PR1 bro easy

friendlyfredditor

They matter a lot more in markets that don't rely on capital growth and speculation as much. ASX listed companies have a significant portion of their return come as distributions so if there's no profits to distribute no one is gonna buy them. But much smaller market dominated by a few large companies. For example BHP lost some ground to foreign mining companies a couple weeks ago and the *entire* australian market shrunk.

TreGet234

The ASX 200 offers a historically strong dividend yield, typically hovering around 4.3% to 4.5% annually, making it one of the highest-yielding major equity markets in the world. 👀

tortoisepump

ASX up only 1%, must be those damn drop bers down under dragging the stonks down

ratman573

I want to see dogshit Tank Seng and ASX markets up 10% mininimum today

Hefty-Feed1400

1. The 1-for-30 Reverse Split In February 2026, management executed a massive 1-for-30 reverse split to regain NASDAQ compliance. Reverse splits are universally despised by retail because they decimate your share count. If an investor held 3,000 shares, they suddenly woke up with 100. While the stock price mechanically adjusted upward on the day of the split, it was immediately aggressively shorted back down, effectively wiping out the portfolios of anyone who bought prior to February.  2. The ASX to NASDAQ Redomiciling Incannex started as an Australian company listed on the ASX. Management pushed aggressively to redomicile to the US and list exclusively on the NASDAQ, selling the narrative that it would unlock higher valuations and institutional capital. The reality was a disaster for legacy investors. Long-time Australian retail buyers who supported the company for years were forced to migrate their shares across exchanges, only to watch the stock plummet over 80% since the NASDAQ debut. The prevailing sentiment is that management abandoned their loyal retail base to court Wall Street. 3. The Dilutive Offering "Bait-and-Switch" Just a few months ago, management announced an updated clinical development plan for IHL-42X. Usually, clinical updates are bullish. However, management attached a private placement stock offering to the news, pricing it at $5.00—significantly below the previous closing price. The stock plummeted 35% in a single day. Management essentially diluted the stock at a severe discount to secure that $75 million cash runway, heavily punishing existing shareholders in the process. Key insight: You have to separate the company's current balance sheet from the investors' cost basis. Stocktwits is filled with people who bought at pre-split equivalents of $15, $30, or $50. They need a miracle just to break even. The micro-cap setup we discussed earlier is purely from the perspective of entering today at current prices. Management engineered a phenomenal financial runway to get their drug through Phase 2, but they paid for it using the legacy shareholders' money. Based on the latest SEC filings and ownership data, management absolutely has skin in the game. Despite the brutal corporate actions that crushed legacy retail shareholders, the insiders are not bailing out. Currently, individual insiders hold approximately 12.1% of the company.

dopeonplastique

DRO ASX They’re cheap at the moment due to the ASIC investigation.

BigTLoc

Yes there are. ASX: DRO and LASR

Prior-Relative8442

Man I've been eyeing this stock for a while... Still a solid business that is growing internationally. The Americas being their biggest market, were hit hard by not performing well there. I've been to their stores here in Australia (in Sydney and Melbourne), and they were always packed and busy. Numbers are still pretty good, it's just that the expectations around LULU have been way too high given its track record. When you've historically traded at such a high multiple, you will get punished hard when your numbers aren't as good anymore... And this is what just happened to LULU. Don't confuse the stock movement with the company's economics. At face value, it's still a great company, putting out super solid numbers. I'm afraid the stock will keep dropping after these earnings. I'll definitely include it if it ever drops below $100, at 1% or 2% weight. Made plenty of $ on $APLD and ASX:MP1, so I need to redirect some of the gains towards something, LULU might be the perfect candidate.

Beginning_Web3064

Put your life savings I'm ASX: Ai1 Adisyn Graphene interconnects. They going to the moon. Company requested halting due to big announcement

Martin_Birch

AT4 (ASX) has more upside imo, plus a NASDAQ float coming in Q3.

Grouchy-Tangerine-30

Ticker: ASX: $AT4 **|** OTCQB**:** $ATALF 🔥

SuspiciousHumor7127

ASX is my only shovel company still green, rest just slightly red but holding well

NvizoN

This is kind of where I'm at with ASX. I bought back in late 2021/early 2022 and I'm up 473%. To withdraw the initial money I'd spent, I just need to sell 4 of the current 28 shares I own. But the trick is: do you do that, or keep it running? And I think a lot of people struggling answering that question, especially in the current tech market.

SuspiciousHumor7127

ASX!

InfluenceSome4762

ASX

InfluenceSome4762

ASX I have a holding of RML shares and I am confident that they will be a stellar success in the very near future.

aa73gc

This SPCE thing reminds me of when the game store hysteria was happening a small mining stock with the same ticker on the ASX popped like 300%

MybobbyB

Voila un peu plus clair La solution officielle choisie : Le mécanisme ADR (1 pour 200) ​Plutôt que de faire un reverse split direct sur ses actions ordinaires cotées en Australie (ASX), Resolution Minerals a annoncé le lancement officiel d'un programme d'ADR de Niveau 1 (American Depositary Receipt). ​Le communiqué officiel stipule un ratio très clair : ​Chaque ADR sur le Nasdaq représentera l'équivalent de 200 actions ordinaires (ratio 1:200). ​Comment ça marche ? L'entreprise "paquiquette" 200 actions australiennes pour créer une seule action "ADR" négociable en dollars aux États-Unis. ​L'effet sur le prix : Cela permet de multiplier artificiellement le prix affiché sur le Nasdaq par 200. Si l'action vaut par exemple 0,05 $ en Australie, l'ADR s'affichera à 10,00 $ sur le Nasdaq, ce qui lui permet de franchir haut la main le minimum requis de 4,00 $ sans toucher à la structure de l'action de base.

MybobbyB

Jetais sur nova mineral depuis 2024 y a lgt cetait la même histoire. Non jachete sur l ASX

MybobbyB

Y aura pas de RS, l ASX n est pas comme le nasdaq. Elle sera surement a 5/7$ au nasdaq. C est la meme qu avait fait nova minerals en 2024/25 listing NASDAQ ADR similaire avec la BNY

MybobbyB

Je la connait mais je choisis toujours des combos avec l OR mec comme Nova Minerals par exemple De plus RML vs AT4, RML a des ressources d Or sous les pieds que vont venir confirmer les nouveaux forages 2026 massif. Ex PPTA a 6Moz Et SURTOUT RML a obtenu le gral le fast41 !! Seul 3 sociétés aistraliennes l ont eu, fin du game ;) ME BALANCÉ pas d autres player Resolution Minerals (ASX: RML) : Elle détient officiellement le statut FAST-41. L'annonce est tombée récemment (avril 2026) : son projet phare Antimony Ridge (intégré au projet Horse Heaven) a été sélectionné sous la couverture FAST-41 Transparency. C'est l'une des trois seules entreprises cotées sur l'ASX à avoir décroché ce statut d'État américain. Cela sécurise une visibilité maximale pour son obtention de permis à court terme.

Martin_Birch

Be ready on AT4 (Aussie stock) they are issuing a Deutsche Bank sponsored ADR in a few months and going for a NASDAQ quote they own the only Tungsten mill in the USA and have loads of antimony and tungsten on their tenements. Currently on ASX under AT4 And OTC under ATALF ADR later this year. $20mn in cash and get this mkt cap around $50mn. DYOR and disagree with me if you dare.

MybobbyB

RML sur l ASX RLMF sur OTC Nasdaq avec ADR on attend lol

MybobbyB

RML est cote sur l ASX ou OTC cest pourquoi sa capi est a un prix aussi bas, on attend la cotation sur le nasdaq, si vous pouvez placez vous deja sur OTC ASX car les hedjes US ne rentrent pas sur OTC J attends le nasdaq qui a été depose en fevrier En avril 20M$ public placement par 2 gros institutionnels dont 1 est tput simplement l un des plus gros du secteur Asie Pacifique. Cet institutionnel est entré a 0.07$AU et warrants 0,1 on est a 0,051AU cad 20% de discount! Classic apres une AK ;) bien sur je charge a ces niveaux mais j attend nasdaq Ces institutionnels ne rentrent jamais pour du court terme, ils rentrent apres enorme étude de la société avec des assurances derriere que la société va aller au bout cad miner national producteur US Comme indiqué RML a le potentiel et tous les catalysors internes externes pour s aligner avec PPTA Pour info en aout 2025 elle avait’recu une offee de 225M$US bien sur le ceo a reffusé, ca valeur intrinseque est la même que PPTA Rml a declanché pour 2026 ses plus gros forages historiques sur l OR et le Tungsten/Antimony

SetRestart

I sold off some of my Micron shares after the last big dip to fund a local portfolio in the ASX but I still have a fair bit invested in it, I've sold off my SanDisk however

Tosslebugmy

If you’re interested in a battery swap electric truck company, check out Australian listed company Janus Electric (ASX:JNS). They convert existing diesel trucks to electric with a swappable battery. Three minutes down time, $150k to convert vs $700k+ for a new electric truck.

fungoodtrade

WBT.ASX looking strong, been holding for a few months, deal with TI recently https://preview.redd.it/s83z73spew3h1.png?width=951&format=png&auto=webp&s=e293d9917367882e20177b21697575c7d6810e2a

GaetanoG369

$SI shoulder innovations But for evil $EOS.ASX There’s also $ASPI , evil adjacent but not inherently evil

Istiaque_Zaman

Interesting thesis on the laser bottleneck angle, most people sleep on the supply chain side of quantum. My concern with BLG is liquidity on ASX for US-based traders, spreads can kill you on micro caps. For speculative plays like this I've been tracking similar setups via markets xyz where weekend execution actually works. Just size small.

Choice_Run1329

Interesting thesis on the laser bottleneck angle, most people sleep on the supply chain side of quantum. My concern with BLG is liquidity on ASX for US-based traders, spreads can kill you on micro caps. For speculative plays like this I've been tracking similar setups via markets xyz where weekend execution actually works. Just size small.

Clear_Judge5062

I think the companies that have near monopolies in the semi industry & are also booked out on orders for years will inevitably trade well for the next 2 years, if not longer: TSM, ASML, MU, ASX, GEV, VRT

South-Priority-9978

ASX is going to hit 50 soon

MalfeasantSeven

My dearest ASX, please keep pumpin’

crunchwrapsupreme4

advanced packaging next up, AMKR and ASX are ripping

Material-Wallaby-587

Definitely in Australia our superannuation funds for retirement have more money than the entire Australian Stock Exchange is worth, so we invest a lot of that in the US. The ASX is worth about $2.8 trillion and the funds have over $4.5 trillion.

Interesting-Hunt-397

AT4:ASX Upcoming NASDAQ listing Q3 Permitted tungsten mill getting rebuilt 4 months away High grades, proven tonnage as previous mine Timing will be perfect Going to be an awesome processing plant Very undervalued..

crunchwrapsupreme4

ASX losing its damn mind after hours

Independent_Name_601

You trading ASX? That’s exactly how the Aussie market has been this week.

Vincenzo002

Well done on finding a gem Grouchy, may I ask are you based in aus or the US? Curious to see if over in the US the word of AT4 is starting to spread and get the attention it deserves? Unfortunately the ASX does not appreciate the value of good companies down here. Big things to come! Enjoy the ride.

Academic_War_6778

Hardrock lithium / spodumene producers, ideally the large-scale incumbents that have the ability to further ramp supply if/as required - i.e. PLS: ASX (my pick of the bunch), LTR: ASX, MIN: ASX. Why: Don't tie yourself up in knots worrying about specific crop, food production disruptions, as any significant rainfall throughout the South American salar's / salt flats, will have a huge adverse impact on brine evaporation pools and lithium brine producers located in Chile and Argentina. Demand side remains strong, especially with oil and gas likely to remain near ATH's. Any shock to the demand side (the above two countries account for approx. 1/3 of all lithium carbonate supply) and watch the hardrock producers in Australia go absolutely ballistic.

wballz

Space: RKLB & MDA Biotech: DRTS & SLS & 4DX (ASX) Rare earths: LYC (ASX) Inflation hedge: GLD

melville48

Thanks, it is re-assuring that it seems ok to question it. One recent filing has been of use to me to get an idea of the dilution. [https://www.asx.com.au/markets/trade-our-cash-market/announcements.woa](https://www.asx.com.au/markets/trade-our-cash-market/announcements.woa) >9 Mar 2026 12:38am 12:38am WOA WIDE OPEN AGRICULTURE LTD Notification of cessation of securities - WOA opens new window 15KB Appendix 3H (Notification of cessation of securities) leads to this: [https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03066143-6A1315436&v=undefined](https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03066143-6A1315436&v=undefined) It's hard for me to get a full handle on the number of shares outstanding, but we can see quite a number of options with various strike prices (or whatever the correct term would be). There is also an option expiration coming up July 2026 on more than 200m shares. I'm not sure if they're "in the money" or not. Anyway, I think the total number of shares is presently over 500m.

MrMathamagician

This is close to where my mindset/portfolio is at. +ASX - META

nuckme

Yup ive been fighting this battle to keep my ticker: ASX shares because I sold a covered call and it shot up to 35$.. ive been rolling to keep the shares or at least get a better deal but it just keeps rising... im done wasting money keeping it.. if the call goes through then it goes through, at least ill still earn a profit... Expensive lesson though.

Moz_DH98

No, it isn't. ASX (Australian stock exchange) is currently around 3.3T by itself.

Not69Batman

My CAGR was 8.9% investing in the ASX from Jan 2013 to Feb 2021. ASX100 CAGR in that period was 9.2%, so my portfolio underpeformed the benchmark. I made some early mistakes like buying speculative stocks and also chasing dividends. I wish I had moved to US stocks earlier. Live and learn.

Not69Batman

Buying and holding US tech stocks since 2021, after liquidating Australian shares (was invested in ASX 2013-21). Just crossed AUD $600k milestone, and each $100k jump is now taking less time. Thanks to compounding and high growth. Enjoying the ride! Last year, topped up GOOGL and META, and added MU and TSM. Most recent top ups were MSFT, TSM and NVDA from Feb to mid Apr. Waiting for the next dip. CAGRs: 59.5% (TTM), 41.2% (3Y), 20.1% (5Y), 15.7% (10Y) and 11.8% (Total). Current portfolio: NVDA (32.5%), GOOGL (20.9%), AAPL (19.7%), AMZN (8.4%), META (8.2%), MSFT (6.9%), MU (1.8%) and TSM (1.6%).

MybobbyB

De rien mon ami avec plaisir, va falloir courir ca va monter gres haut, recovery jusqua leur plusnhaut 2022 cest certain 100% Les specialistes du secteur disaient deja qu elle etait sous évaluée, la plus sous évaluée de l ASX Maintenant a débloqué les verrous :)

davememphis

Check out WRXLF on the OTCQB. Just cross listed from the ASX. Huge Project at the historic Keystone Mine in Pershing County NV.

MajesticBread9147

I looked at small /non S&P 500 companies with solid margins and good profitability, and selected companies that I could see/expect their business to consistently grow. This is the same method that I found $ASX 5 or so years ago. They seem to be punished for how sensitive they are to shipment timing quarter to quarter, but this doesn't matter for the long term business since they are both consistently profitable and have negligible debt.

crunchwrapsupreme4

any tips for other plays besides AMD and ARM for getting in on the ground floor of a potential CPU supercycle? I was thinking perhaps advanced packaging companies such as AMKR or ASX.

grandfatherdog

My smaller semi plays STM, VIAV, and ASX are the first good thing I've done for my port this year

Historical_Stage2622

$ASX thoughts?