$Megaport Ltd (MP1.AU)$ This major transaction prompted a special trading halt—the deal size and counterparty are both extraordinary. In hindsight, the earlier acquisition of Latitude was remarkably well-timed and impressive.

$Botanix Pharmaceuticals Ltd (BOT.AU)$ Just like SYR’s announcement today, this one is also quietly awaiting the next move, but the actual takeoff 🛫 won’t happen until six months from now

$IDP Education Ltd (IEL.AU)$ Price is opinion, money is conviction.

$Syrah Resources Ltd (SYR.AU)$ I started following this stock over a year ago, back when the mine incident in Mozambique occurred. I was also watching SYA, which later became ELV. Today, both SYR and ELV have become indispensable stocks in the context of geopolitics and technology—especially SYR. Beyond the notable gap between its net asset value and share price, or the recent agreement with Tesla that has drawn significant attention, the real market demand extends far beyond these factors. Synthetic graphite cannot replace purified natural graphite. After such a prolonged consolidation period, I’m glad for those steadfast holders!

$Electro Optic Systems Hldgs Ltd (EOS.AU)$ This rally is far more substantial than the DRO

$Tuas Ltd (TUA.AU)$ Topping the rankings for three consecutive days—the market sentiment is really volatile Even if the merger deal falls through tomorrow, it wouldn't result in losing their license

$Droneshield Ltd (DRO.AU)$ It differs quite significantly from EOS's kernel

$Elevra Lithium Ltd (ELV.AU)$ The financing price at 12.2 is still acceptable

$Aristocrat Leisure Ltd (ALL.AU)$ Each one of them is like a hawk that won't act until the rabbit is in sight

$Light & Wonder Inc (LNW.AU)$ How will COH react after seeing your earnings report