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Just Browsing

[Stockhead @StockheadAU]

Foster Stockbroking sees more than 360% upside in #ASX #medtech play @LumosDX , whose FebriDx respiratory test is available in 170+ US sites.

Read here 🔗: https://t.co/2WIYwTq1Mu

$LDX #Investing #markets

[Proactive @proactive_x]

$RML Resolution Minerals secures second FAST-41 status - ICYMI https://t.co/kOwqlwEigH @Resolution_LTD #RML #NC3 #RLMLF #ASX #ASXNews

[Stockhead @StockheadAU]

Tim Boreham: UBS warns emerging rival Envoy Medical could challenge $COH in the totally implantable market.

Elsewhere, Bell Potter initiated on $LDX with a buy rating and 180% implied upside, while $TRI preps a phase I imaging study.

🔗: https://t.co/epJuSZqzxu

#ASX #biotech

[Small Caps @SmallCapsASX]

Resolution Minerals $RML turns to a US dual-track: push Horse Heaven gold toward a maiden resource while using antimony and tungsten for an early cash bridge.

https://t.co/CjauAhZCIe

[N @NeilENV88]

@Ruycorto $ldx $rmx $vrl please

[Rui @Ruycorto]

Friday chart requests

Which ASX stock would you like me to chart?

I'll pick a few and post over the weekend.

Like & share, and your chart request is 100% guaranteed 🙏

Enjoy the long weekend everyone!

[Red Mountain Mining @RedMountain_ASX]

$RMX | $RMXFF

Major Milestone Achieved: Red Mountain secures 100% ownership of the Pioneer Tungsten Project in Montana!

Directly adjacent to Almonty’s Gentung deposit (6.83Mt @ 0.315% WO₃), with historical intercepts including 10.7m @ 0.48% WO₃ and garnet skarns up to 25m thick assaying >0.5% WO₃.

Drilling approvals underway and initial sampling starting early June.

Tungsten prices near record highs.

Momentum accelerating ⛏️

Full details: https://t.co/43oF4FZdiN

[N @NeilENV88]

@StockheadAU @LodestarASX Wrong asx ticker

[Discovery Alert @DiscoveryAlert]

Bonanza-grade shallow copper-silver hits and 23 untested anomalies put @verity_res on the radar in Botswana, strengthening $VRL.

https://t.co/x04CqVPbRF

[Resolution Minerals @Resolution_LTD]

$RML senior management just finished a trip to the U.S., including meetings in Washington, D.C. a presentation at Mar-a-Lago, and a visit to see the start of drilling at the #Horse #Heaven #Gold #Tungsten Project.

It was a productive trip and a positive sign for what is to come

[Stockhead @StockheadAU]

Verity Resources (@verity_res) has pencilled in a maiden indicated resource of 1.18Mt grading 1.75g/t, or 66,200oz of contained #gold, for its Monument project in WA’s Laverton Goldfields. #ASX $VRL https://t.co/dD94Da2ODV

[MarketOpen @MarketOpenAUS]

We met with Nic Matich, Director of $RMX Red Mountain Mining at Ignite Summit in Hong Kong to review recent developments and upcoming workstreams

@RedMountain_ASX @Stew_Walters

#ASX #SmallCaps #CapitalMarkets #Mining #IgniteSummit

[N @NeilENV88]

@Ruycorto @Christophe_Qld $vrl $rmx $env please

[Rui @Ruycorto]

Amazing week!

Let's get ASX chart requests!

Drop your ticker in the comments; I'll analyze a few.

💥 Like & Retweet = Guaranteed chart request Happy Days —enjoy! 🙏

[Proactive @proactive_x]

$LDX Lumos Diagnostics secures FDA CLIA waiver for FebriDx, unlocking US$1B market opportunity https://t.co/B2xztIzZSf @LumosDX $LDXHF #LDX #LDXHF #ASX #ASXNews

[AlphaMatrixX @AlphaMatrixMind]

$LDX Could Be Rerating While $AT1 Keeps Cash Flowing

I see LDX as hitting a major turning point right now.

The FDA CLIA waiver for FebriDx changes everything. Before this, the product was limited to around 18,000 sites and about 6 million patients. Now it can be used across more than 270,000 locations and reach roughly 80 million patients per year. That is about a 15x expansion in market access and opens up a US market opportunity of over $1 billion annually.

FebriDx itself is simple but powerful. It delivers results in around 10 minutes and can distinguish between viral and bacterial infections with high accuracy. That directly addresses the overprescription of antibiotics, which is a real and widespread problem. On top of that, there is already reimbursement in place at around $41 per test, which means there is a clear economic incentive for adoption.

Looking at the numbers, the company is starting to show traction. FY25 revenue came in at US$12.4 million, up 12 percent year on year, and FebriDx revenue in the first half of FY26 grew significantly off a low base. The big piece is the US$317 million distribution deal with PHASE Scientific, which now becomes much more achievable with the CLIA waiver in place.

Key dates to keep in mind are the capital raise and rollout timeline. The placement was completed in late March 2026, new shares start trading in early April, and the share purchase plan runs through April with new shares trading in early May. This capital is being used to scale manufacturing, expand marketing, and support the US commercial rollout.

From here, everything comes down to execution. The focus is on rolling out into urgent care and primary care, expanding reimbursement especially with private insurers, scaling manufacturing capacity, and converting pilot programs like WellStreet into broader deployments. If they execute, this becomes a real revenue story. If they do not, the market will not be patient.

On AT1, I see it as a complementary part of a portfolio rather than directly linked. LDX represents high growth potential if execution is successful, while AT1 provides high yield and income. In a stronger market environment where risk appetite improves and small caps perform, capital often rotates into yield instruments like AT1. So while there is no direct link, improving sentiment and capital flows can indirectly support AT1.

At a current share price of around 27 cents, the market is still early in pricing the opportunity. If execution is solid and adoption ramps, I think a move into the 40 to 80 cent range is reasonable as the market starts pricing in commercial success. If they deliver strong revenue growth and real traction in the US, there is a pathway beyond that. On the downside, if rollout is slow or adoption disappoints, it could drift back toward the mid 20 cent range.

For me, this is no longer a concept story. The regulatory hurdle is largely cleared. Now it is about whether management can execute at scale.

Disclaimer
This is my personal opinion only and not financial advice. Investing in small cap stocks like LDX involves significant risk, including loss of capital. Any price ranges mentioned are speculative and depend on execution, market conditions, and company performance. Do your own research and consider your financial situation before making any investment decisions.

#LDX #AT1 #LumosDiagnostics #ASX #SmallCaps #Biotech #Investing #Stocks #GrowthInvesting #IncomeInvesting #Healthcare #Diagnostics

[Stockhead @StockheadAU]

Long Shortz with Lumos Diagnostics CEO Doug Ward: FDA approval for FebriDx unlocks billion-dollar opportunity. #ASX #HealthTech $LDX @LumosDX
https://t.co/59rXN9yUdl

[N @NeilENV88]

@Mattlewy13 @StoicInvestors @_Nomisma Sorry meant illogical

[N @NeilENV88]

@Mattlewy13 @StoicInvestors @_Nomisma Fear can do logical things to people unfortunately

[N @NeilENV88]

@Tze_C If you take into account the $30m they received I think it would be circa 8.8c cash value? $imm