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Australia TMT
Insight on Australia TMT companies
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bearish
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Firmus Technologies
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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...
αSK SmartScripts
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bullish
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Firmus Technologies
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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...
Brian Freitas
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384 Views
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bullish
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Dicker Data Ltd
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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...
Janaghan Jeyakumar, CFA
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bullish
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Chrysos Corporation
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01 Oct 2026 13:00
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Syndicated
Chrysos Converts Disruption Into Dollars
Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay...
FNArena
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bullish
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Codan
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30 Sep 2026 15:00
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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...
FNArena
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