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Australia TMT

Australia TMT
Insight on Australia TMT companies

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bearish•Firmus Technologies
•03 Oct 2026 06:01

Firmus Technologies (FIRMUS AU): Synthetic Expert Call Transcript (02 Oct 2026)

Blackstone’s dual exposure as both the primary creditor (via a US$10 billion debt facility) and a lead equity holder creates a highly structured...

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bullish•Firmus Technologies
•02 Oct 2026 05:57

Firmus Technologies (FIRMUS AU) IPO: Lock-Up Schedule to Drive Index Inclusion, Timing & Flow

Firmus has reportedly priced its IPO at A$11/share with an aim to raise A$7.1bn at a post-money valuation of A$43.5bn. The pre-IPO lock-up schedule...

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bullish•Dicker Data Ltd
•01 Oct 2026 15:13

Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes

Although we currently see zero changes for ASX 50, there are multiple potential DELs close to the deletion border. If they underperform other...

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bullish•Chrysos Corporation
•01 Oct 2026 13:00•Syndicated

Chrysos Converts Disruption Into Dollars

Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay...

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FNArena
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bullish•Codan
•30 Sep 2026 15:00•Syndicated

Codan's Growth Goes (Even More) Exponential

Growth is so rapacious for Codan, management has upgraded interim FY27 guidance some six weeks after FY26 results, as demand for unmanned aircraft...

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FNArena
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