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oOh!Media (ASX: OML): Takeover Clears ACCC Review, Further Approvals Pending
oOh!media’s (ASX: OML) A$1.70 takeover by I Squared has cleared the ACCC, with FIRB and NZ approvals pending. The stock sits near its 52-week high while investors await the scheme booklet and an early-November shareholder vote.
White Cliff Minerals (ASX: WCN): New Copper Front at Bornite Hills Sparks a Chart Breakout
White Cliff Minerals (ASX: WCN) opened a new copper discovery front at Bornite Hills, part of its Rae Copper Project, with assay results due October 2026. Shares broke out a key resistance level, though an overbought RSI suggests a pullback to support may occur first.
LTR Pharma (ASX: LTP): Where Revenue Growth Must First Survive the Clinical Test
LTR Pharma is moving towards commercialisation, with a targeted ROXUS US launch and SPONTAN Phase III trial. A scenario-based valuation suggests A$2.28 per share, but clinical, regulatory and funding risks remain significant. The chart shows consolidation below resistance.
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Codan (ASX: CDA): Trading Update Fuels a Breakout to Record Highs
Codan (ASX: CDA) hit record highs following a strong FY26 and upbeat FY27 outlook. Driven by robust Communications and Minelab growth, the stock surged 23.9%. Despite technical overextension, market momentum remains high, fuelled by solid order intake and earnings visibility.
Viva Energy Group (ASX: VEA): Strong Half, But How Sustainable Are Earnings?
Viva Energy delivered a strong 1H26, with EBITDA and free cash flow surging on exceptional refining margins. However, earnings remain exposed to refinery cyclicality and operational risks, making normalised EPS of A$0.20–A$0.25 more appropriate for sustainable valuation.
Racura Oncology (ASX: RAC): A High-Risk, High-Reward Oncology Play
Racura Oncology (ASX: RAC) is executing on a bold clinical strategy centered on RC220 (bisantrene reformulation), targeting both cardioprotection and enhanced anticancer activity in combination with doxorubicin. The company has dosed its first patient in a Phase 1 solid tumor trial, expanded into South Korea, and strengthened its clinical leadership team, all while maintaining disciplined cash management (A$13.67m at June 2025) to fund operations into 2026. Though early-stage, RAC presents a compelling mid- to long-term optionality scenario for investors with conviction in cardio-oncology and specialty chemotherapy.
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