Excite Technology Services (ASX: EXT) has locked in a $3.2 million, 24-month extension with a federal agency, its first big win since restructuring, as the cybersecurity small-cap works to prove its turnaround.
Racura Oncology's CEO-owned Nucleics added 23,000 shares near a 52-week low, while new data backs the company's MYC-silencing cancer drug ahead of a November Singapore conference.
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Metallium (ASX: MTM) is scaling its Flash Joule Heating technology in Texas, supported by US government funding, recent capital raising and supply agreements aimed at advancing critical metals recovery and commercialisation.
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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.
Megaport (ASX: MP1) secures three AI infrastructure contracts, with customers prepaying about A$323 million, and lifts FY27 revenue and margin guidance as its Latitude.sh compute arm scales alongside a growing network business.
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.
