David Tasker

Publisher, capital markets advisor, content strategist, father and husband - not in order of priority.

[David Tasker @David_TaskerIR]

Interesting piece on @PainChek ($PCK) and its push into the US market.

The appointment of @4DMedicalXV Chair Lil Bianchi looks significant given the similarities between the two SaaS healthcare expansion stories.

Key points:

- FDA De Novo clearance secured
- @PointClickCare integration across ~1.5m US aged care beds
- Sabra agreement creating a potential 20,000+ bed rollout pathway
- UK business now >10% market penetration
- Australia already operationally break-even

Feels like the market is starting to look at PCK through a very different lens.

Read via @techinvestmag 👇

https://t.co/LxWNcPDerg

[David Tasker @David_TaskerIR]

@GalileoMining (ASX: $GAL) continues to expand the PGM potential at Norseman.

New drill hole beneath Callisto intersected a separate mineralised intrusive sill:

• 109m @ 0.21g/t PGM 3E
incl. 8m @ 0.50g/t PGM 3E

Plus strong high-grade Callisto assays including:

• 38m @ 1.57g/t PGM 3E

The big takeaway? Galileo now believes Callisto & Mission Sill may comprise multiple mineralised intrusive systems across more than 20km of strike.

Drilling resumes in June.

Ann: https://t.co/8f48xH6cNG

$GAL #ASX #mining #PGM #nickel #copper

[David Tasker @David_TaskerIR]

@TerrainMinerals ($TMX) continuing to build momentum at the Smokebush Gold Project in WA.

New large-scale IP survey now targeting potential repeat “Lightning-style” gold structures within the same mineralised corridor as the Lightning discovery.

Key catalysts ahead:
- Wildflower assays imminent
- Maiden Lightning MRE due July 2026
- Follow-up drilling planned H2 2026

Interesting shift from a single discovery story to testing broader district-scale potential.

Full Ann: https://t.co/fo7rBRBioP

[David Tasker @David_TaskerIR]

Great coverage in today's @FinancialReview from @TessBennett on KTEK Aerosystems ahead of its ASX debut on 18 May.

A picks-and-shovels play in the global defence supply chain, the $10M IPO closed in under 24 hours attracting $30M in bids - backed by Thorney, @RegalFunds, @VP_Capital1, Cyan, @scopusventures and TGI Holdings.

Strong board in Howard Digby, Dekel Keisar and Chris Baxter - and a big tip of the hat to @nathanbarbarich and the @cpscapitalgroup team for putting it all together.

#KTEK #ASX #DefenceTech #Drones #IPO

[David Tasker @David_TaskerIR]

ASX: $AI1 - @adisynltd. One week ago it was 6.8c. It hit 28.5c intraday. It's now pulling back to 18.5c.

Here's what actually happened - and why I think the story is bigger than the chart.

(disclosure: I own shares. Not financial advice.)

https://t.co/ztEnK9IY2N

[David Tasker @David_TaskerIR]

@BalkanMining (ASX: $BMM) has narrowed the focus at Bayan Springs North, outlining two priority targets backed by geophysics and geochemistry.

For a junior explorer, that kind of refinement can matter ahead of any drill decision.

Read the full story on @thepickmagazine 👇

https://t.co/u1ceutPTA6

[David Tasker @David_TaskerIR]

Good to see @TerrainMinerals $TMX featured in yesterday’s @EurozHartleys note by analyst Kyle De Souza.

High-grade hits, growing system scale at Lightning, ~16,000m drilled and a maiden resource targeted for July.

Momentum building.

#ASX #Gold #SmallCaps

[David Tasker @David_TaskerIR]

@Audeara (ASX: $AUA) has added a fresh education-market angle through its Shokz Health Global deal.

The key question now is whether a targeted product plus funded school, government and charitable channels can turn into repeatable sales momentum.

Read the full story on @techinvestmag 👇

https://t.co/QTLOHuxjr3

[David Tasker @David_TaskerIR]

@TGMetals (ASX:TG6) has boosted confidence at Van Uden, not just ounces.

The updated resource sits at 270,800oz, but the bigger watchpoint is the sharp lift in indicated ounces, which could matter more for future development thinking.

Read the full story on @thepickmagazine

https://t.co/cH7H4TbXR5

[David Tasker @David_TaskerIR]

Strong read from @StockheadAU on @TerrainMinerals (ASX: $TMX).

High-grade hits at Lightning (8m @ 6.87g/t, 7m @ 7.08g/t) are one thing - but the real story is continuity and scale.

Maiden resource due July.

Moving from discovery → definition.

Worth a look 👇

https://t.co/klHSD8khJ3

[David Tasker @David_TaskerIR]

@memphasys $MEM back in the conversation.

From sub-$10m “penny dreadful” to:
• First meaningful revenues
• ~$2m contracted sales
• Global IVF rollout underway

If the commercialisation story lands, this one re-rates fast.

Good piece from @timothyboreham on @StockheadAU 👇

https://t.co/iaMKdikHRi

[David Tasker @David_TaskerIR]

@3DPointerra (ASX:3DP) landing @westernpowerwa looks more important strategically than the first contract value suggests. The real upside may be in proving the platform, embedding it in utility workflows and expanding scope from there.

Read the full story on @techinvestmag 👇

https://t.co/qXsVdfqwf7

[David Tasker @David_TaskerIR]

@Metallium_MTM (ASX: $MTM) is putting more of the commercial puzzle together - capital, feedstock, offtake and plant build-out. The next test is whether it can prove scalable, repeatable performance at Gator Point.

Read the full story on @techinvestmag 👇

https://t.co/yLeeDrjGLp

[David Tasker @David_TaskerIR]

Good coverage in @BullsNBearsWA on @TerrainMinerals $TMX

Smokebush shaping as a real inflection point:
- ~16,000m drilled at Lightning
- Maiden JORC resource imminent
- Mining lease secured
- Gallium + REE upside

Feels like the story is shifting from exploration → definition.

https://t.co/KiTciI5TSn

[David Tasker @David_TaskerIR]

Punchy first hole from @FlynnGoldLtd at Silver King

1.0m @ 1,020g/t silver
incl. 0.4m @ 2,450g/t

~$12m mkt cap junior now has the market’s attention

Big question now: repeatability vs one-hole wonder

Good breakdown in this piece from @thepickmagazine 👇

https://t.co/VLWdu1iaA3

[David Tasker @David_TaskerIR]

@ArdeaResources (ASX: $ARL) has secured Investor Front Door support from the Federal Government for its Kalgoorlie Nickel Project - a useful step that could help with approvals, coordination and financing pathways as development progresses.

Read the full story on @thepickmagazine 👇

https://t.co/vKxVuuZXEC

[David Tasker @David_TaskerIR]

@memphasys (ASX: $MEM) is shifting from biotech promise to commercial reality.

The Felix system is now in clinics globally - and crucially, generating repeat cartridge revenue.

Early days, but the model is starting to stack up.

Full breakdown on @techinvestmag 👇

https://t.co/aIBafBfBgi

#ivf #ASX

[David Tasker @David_TaskerIR]

Strong call in today’s @westaustralian article by @tommyr345

Charlie Aitken (Regal Partners) says defence + rare earths = “trade of the next decade”

But the key is where he’s positioning:
$DRO (@DroneShield) - counter-drone
$ELS (@elsight) - drone connectivity

rare earths:
$LYC $BRE $ILU $IPX

Hardware gets attention.

Infrastructure is where the leverage sits.

[David Tasker @David_TaskerIR]

Chocolate prices down 70%…
Easter bunny prices up 100%

That’s not inflation anymore - that’s pricing power.

Great piece by @GusMcCubbing in the @FinancialReview.

Margins expand fast. Prices come down… rarely.

Read this and more great business yarns at https://t.co/DVKpdlD6UK

#ASX #investing #inflation

[David Tasker @David_TaskerIR]

Australia holds some of the world’s largest uranium reserves… yet remains underexposed to the value of its own resource base.

In today’s @FinancialReview, columnist @cjoye highlights shifting global dynamics and what they mean for Australia’s long-term self-reliance.

From an investor lens - uranium is no longer just a commodity. It’s a strategic asset tied to energy security, baseload demand and long-term capital flows.

That gap between resource ownership and participation in the value chain = opportunity. Worth a read.

And worth subscribing for more insights like this 👉 https://t.co/SAxAGmFgIX

#ASX #Uranium #EnergyTransition #Investing #Commodities #NuclearEnergy #Australia