Adoption could accelerate somewhat in coming months as customers complete their trials and dual-plate technology comes online in September. Each unit only generates about $120k in ARR so seems like they'll have to sell quite a few to grow meaningfully.
Seems like they're gaining traction and there's genuine interest from major pharma companies. At first I thought they'd need to raise soon but with expected receipts and option conversion I don't think so.
Good to see them heading in the right direction. Fairly muted reaction from the market - hopefully will keep trending higher.
Good article. I know a lot of retail shareholders are frustrated with management, perceiving that they don't seem particularly motivated to improve the share price. There is a fair bit of short interest as well (5.76%).
Keep intending to buy in a market pullback - never actually do it. Next time!
What a day for #ATX! Congrats-you picked it well.
Thanks Shane. Great analysis.
I had no idea Australian biotechs were correlated so strongly with Iranian nuclear weapons.
Yeah I tend to make bad decisions on market "up days" due to overconfidence. But I also miss a lot of trades because I'm waiting for a pullback. Maybe in 5 years I'll have it all worked out-if I'm not broke by then 😄
Head to head trial results due soon. If successful, will most likely provide the impetus to confirm the end of the downtrend. Pretty gutsy move by Clarity to do a H2H so hopefully it'll be rewarded.
No, that's ok. I knew what you meant. I agree with you as well.
No. Especially considering housing approvals are down as well.
Sure, but if the intention is not to increase taxes on ordinary Australians super via bracket creep, why not index it?
I'm wondering how motivated China is to reduce the tariffs. Maybe they'll call the US's bluff and keep the tariffs in place, at least for awhile.
But yes, the trend is good as well 😄
I understand Argonaut has a PT of 21c for this one. Morgan's has 25c.
I'm not going to be looking at my portfolio on Monday for mental health reasons.
Thanks. It still didn't appear but perhaps it takes a few hours. I was able to add it with the RSS feed though.
No, I can't see either episode. I'm searching for "ASX small cap wrap"
Thanks, sounds good. Is it meant to be available on Pocketcasts? It's not appearing yet, although happy to watch on YouTube in the meantime.
At least you're not like me, who rode it all the way up and all the way back down again.
Not bad for a company capped at $90 million.
Looking good. Wish I chose this breakout instead of $NST.
Will be interesting to see how much damage is done to Trump's popularity if inflation starts ticking up.
Yeah, the most dangerous thing we've had so far here in North Brisbane is a bit of drizzle. Looks like those Gold Coast areas took a battering though.
Making good progress. I've been looking for info on upcoming catalysts, and from what I can tell there is a data readout for Sabre in March. Found this timeline from November 2024 also. (Held)
Nice. Despite the selloff on results there's no real damage to the chart. Hopefully it'll continue grinding higher 👍
