AK

Investor | passionate about finance | Life long learning

[AK @AKInteliInv]

Stakk (ASX: $SKK) completes US$63M acquisition of ParaScript, launching a global AI-native Digital Trust platform! Targeting A55.2M revenue & A18.5M EBITDA in FY27 across 110B+ annual interactions. Well positioned for growth.
#Fintech #AIFraud #ASX $SKK

[AK @AKInteliInv]

$TLX has secured U.S. FDA approval for Pixclara making it the first and only FDA-approved PET imaging drug for glioma (brain cancer). Indicated for adult and pediatric patients (1 month+). Great long process with approval opening new revenue opportunities.

[AK @AKInteliInv]

$BIO Biome has signed an exclusive 3-year deal with H&S Global for cross-border e-commerce distribution in China (targeting FY27). The move targets a US$10.8B market with zero CapEx or local registration needed, leveraging its position as Australia's #1 pharmacy probiotic brand.

[AK @AKInteliInv]

$BOE Boss Uranium $2.5M NPAT in FY26 (up from a -$34.2M loss in FY25) as revenue doubles to $151.1M at $111/lb realized U_3O_8.
With $207.3M cash, zero debt, and 1.58M lbs in inventory, the turnaround at Honeymoon is officially underway. Holding

[AK @AKInteliInv]

$PDN Paladin delivered strong FY2026 growth as the Langer Heinrich Mine ramp-up lifted production 60% to 4.82 Mlb and revenue 71% to US304.3M. Operating cost discipline restored gross profitability to US52.2M and built a US233.0M net cash position. Good recovery. Holding .

[AK @AKInteliInv]

$TLX, officially turning profitable with a US$38M Net Profit—a massive US41M swing YoY from a prior net loss. Adjusted EBITDA surged 146% . With cash reserves expanding 78% to US252M and a US$40M . On track for the upper end of its FY 2026 guidance.

[AK @AKInteliInv]

$TLX a good turnaround update today. Q2 2026 Highlights
• Revenue: US$247M (+21% YoY)
• FY26 outlook: On track for >$1B total income
• Regeneron deal: $40M upfront payment
• FDA progress: ProstACT Ph3 advances; Pixclara PDUFA Sep
Can mice towards $30 target price

[AK @AKInteliInv]

$BIO reported record FY26 revenue of $23.9m, up 30%. Growth was led by a 39% surge in same-store sales, with June units topping 100,000 to make. Backed by onshore manufacturing and expanding footprints in Canada, UK, Ireland, and NZ, is on track for its $75m Vision 27 target.

[AK @AKInteliInv]

$IPG holding strong above $5.5 and at all time high . Has been great hold with ongoing dividend income.

[AK @AKInteliInv]

$IPG holding strong above $5. Expecting more strength given dividend record date is one month away and should rise on the back of strong growth updated and back to back synergistic acquisitions.

[AK @AKInteliInv]

$IPG looking strong . Should cross $5 soon after solid result and upgrade for dividend.

[AK @AKInteliInv]

$IPG : IPD Group back again with another good acquisition setting up for further growth. The company bought Platinum Cables for $37.5 million to expand mining operations.
The acquisition leverages customer networks for cross-selling. Great acquisition IMO.

[AK @AKInteliInv]

$TLX good report today . Ticking all stars with 50% revenue increase

[AK @AKInteliInv]

$BOE: Has jumped back 50% in last two months. Had good report yesterday with more production at less cost. Looking good to rise with bottom line improvement and uranium price bull.

[AK @AKInteliInv]

$BOE going go down the hill. May create opportunities to buy after red bath is over. While it’s bad news for Honeywell project, FY26 prospects is still looks decent and there should be good price movement in 12 months.

[AK @AKInteliInv]

$BIO: delivered its best quarterly result ever, achieving $6.5m in revenue (up 41%) and eighth consecutive quarter of positive EBITDA.
Biome is financially self-sustaining, generating $1.24m in operating cash flow simultaneously increasing its cash reserves & paying down debt.

[AK @AKInteliInv]

$TLX : Telix's strategic partner in China has received approval from the Chinese NMPA for its new drug application for Illuccix, a prostate cancer imaging product. This marks a significant milestone and hopefully will open immense market potential this year.

[AK @AKInteliInv]

$SHG has received FDA 510(k) clearance for its 3DICOM MD Cloud, a Class II medical software to expand U.S. commercial strategy.
This will improve accessibility by removing hardware barriers and adding support for X-ray and ultrasound, targeting a US$16.5B market opportunity.

[AK @AKInteliInv]

$BOT volume coming back

[AK @AKInteliInv]

$NXN volume coming back after price consolidation

[AK @AKInteliInv]

Nyrada : $NYR received ethics approval for a Phase IIa clinical trial of Xolatryp to treat heart attack-related injury.
The 200-patient study begins in Australia with first dosing expected in March. It has been long wait for me since 2021 and glad to see patience paying off.

[AK @AKInteliInv]

$BIO: Biome reported record Q2 FY26 revenue of $6.48 million & half-year sales of $12.42 million, representing over 40% growth compared to the previous year. Very strong results despite typically softer seasonal trends in the pharmacy channel. Looking set to 2026 for price rise.