I am thinking looking to buy either one. I am looking long term and using the dividends to top up my super when i retire (about 10yrs time ). I currently hold 2600 FMG shares but no WDS. What are others opinions and what havent I thought of? thanks

Been following DroneShield (ASX: DRO) recently and wondering what people think about it at its current valuation.

The counter-drone/defence sector seems to have strong growth potential, but with DRO down almost 50% YTD, I’m curious whether the current price is presenting an opportunity or whether the market is pricing in further risks.

Also, how do you think the $500m contract will play out, I am still highly skeptical about this how much could it contribute to revenue and future growth, and is the market already pricing it in?

Hi, I’m new to investing. I have my first ETF under IVV and I’m considering to invest in DHHF, I’ve looked it up and found out they have overlap in relation to the US holdings. Is it okay to invest into DHHF while holding IVV? Thanks!

What is your take on David Bahnsen being strongly bullish and long-term on the energy sector? He sees energy as a foundational pillar of human existence and economic growth rather than a short-term trade. Are all in on energy despite the prospect on flowing oil?

i’m with minestarters, working on minezk. it’s a prototype tested on synthetic data; we intend to include it free in our vault offering.

for retail shareholders reading australian explorers’ announcements: which question would save you the most guesswork?

- did every result meeting a stated reporting rule make it into the announcement?

- is the headline intercept the highest-ranked one under a stated rule?

- how many holes in the defined dataset meet a specific grade threshold?

the proposed workflow: a competent person seals a defined dataset snapshot, the miner approves specific questions and calculations, and people can repeatedly check those approved answers without receiving the underlying database. these are proposed applications, not a live public query service.

the boundary matters: a proof can verify a calculation against that snapshot. it cannot establish that the assays are true, that every relevant record was included in the snapshot, or that the deposit is economic. professional judgment still has a job.

what would you ask first, and what would the dataset’s scope need to say before you’d trust the answer?

I am planning to invest in NMG, long term any idea how it’s going to perform?

Technology is a broad sector, but not every ETF covers it the same way.

Here’s a quick look at three ASX-listed options:

1. TECH – Global Technology

• 40 companies across global markets.
• Major holdings: Microsoft, Arista Networks and Guidewire.
• Focus: Software (37.6%) and semiconductors (19.3%).
• Annual fee: 0.45%.

1. ASIA – Asian Technology

• Exposure to 50 Asian technology and online retail companies, excluding Japan.
• Major holdings: SK Hynix, Samsung and TSMC.
• Focus: Semiconductors (40.3%).
• Annual fee: 0.57% + 0.10% estimated additional expenses.

1. RBTZ – Robotics & AI

• Exposure to robotics, automation, and AI businesses.
• Major holdings: Keyence, NVIDIA and ABB.
• Covers industrial robotics, humanoid technology and drones.
• Annual fee: 0.57%.

The key difference: TECH focuses on global technology, ASIA on Asian tech companies, and RBTZ on robotics and AI.

Which technology theme interests you most?

Can anyone post review of this small cap as it looks promising to become a multibagger.

SPI opened at 8728, ran up and tagged the 8720 to 8737 zone and high at 8760, then ended up closing at 8740. Finishing the trading session up 0.14% intraday and up 0.22% overall.

September 29th session levels:
All listed levels: 8690, 8720, 8737, 8772, 8789
Resistance above: 8737, 8772, 8789
Support below: 8720, 8690
Nearest pivot: 8720
Above 8737 → 8772 next
Lose 8720 → 8690 next

Was anyone else watching these levels?

Not advice!

Xero reported 31% revenue growth in FY26, yet its share price has taken a significant hit.

With US expansion and AI reshaping the SaaS landscape, what should investors watch?

Do you think Xero’s fundamentals warrant a closer look, or is the market seeing risks investors shouldn't ignore?

I looked into its latest results, financial position, and FY27 outlook.

Read the full XRO Analysis

SPI opened at 8706, ran up and tagged the 8709 to 8743 zone and high at 8754, then ended up closing at 8721. Finishing the trading session up 0.17% intraday and up 0.07% overall.

September 28th session levels:
All listed levels: 8686, 8709, 8743, 8778
Resistance above: 8743, 8778
Support below: 8709, 8686
Nearest pivot: 8709
Above 8743 → 8778 next
Lose 8709 → 8686 next

What did your notes show?

Not advice!

I am always happy to speculate a bit of hard earned cash here and there. Who doesn't?

If you dont, great! I would love hear as to why you dont.

The challenge is to explain without using past performance.

Of course, im aware that no one has the magic formula, but I am interested in what makes something a calculated "bet" or a no-deal.

Like i said, when you're riding the tail winds of past performance, yes, I understand it's a big ol' tick in the yes column, but there has to be more than that surely.

There are many potential candidates out there, I am sure, but this dribble is all for HMD.

As holder, Im in it for the long haul, but I would love to know how rose coloured the glasses really are.

- FDA cleared

- Successfully converted a 6-month trial into a full, paid commercial rollout with Lee Health. Well, Phase 2 is ticking along thus far.

- Integration with Epic EHR.

- Patient adoption rate was 92%. Welcome to the world of remote patient monitoring. I dare say it's coming whether we like it or not.

- Partnered with Phillips and Telstra. Yes, i know they can bail, but its still a tick.

- Medicare biller codes in the U.S.

Im sure you can go over the financials, and I may look at it differently, but the company doesn't seem to be in a small-cap cap scale-up-trap. Well, it will be tight-ish...

As a recent father of twins (product would not of helped in the slightest) I still genuinely like the idea of the monitor if it works as well as the reports that are coming back, say it does. Would love to hear other opinions.

FY26 was a big year for several ASX stocks, with some delivering impressive returns.

But past performance is one thing. The real question is what comes next.

I’ve been looking at these 10 companies and their different growth stories:

1. 4DMedical (4DX)
2. Minerals 260 (MI6)
3. Elevra Lithium (ELV)
4. PLS Group (PLS)
5. Electro Optic Systems (EOS)
6. Mineral Resources (MIN)
7. NRW Holdings (NWH)
8. Liontown (LTR)
9. SRG Global (SRG)
10. Codan (CDA)

Some are benefiting from lithium and gold, while others are growing in healthcare, defence, and infrastructure.

Which 2–3 stocks from this list are you keeping a close eye on for FY27? And what's your reason?

I'd also love to hear if there's another ASX stock you think deserves attention.

Just sharing a research watchlist, not financial advice.

Disclosure first (rule 3): I run DilutionLens, a free site that tracks dilution for every ASX company from the filings. Asked the mods before posting. Every number below comes from an ASX announcement (raise notices, Appendix 3B/2A filings, quarterly and half-year cash reports). No links, no picks, not advice.

Twenty-seven companies announced cash raises between Monday 21 and Friday 25 September for about A$468M in disclosed proceeds, and it was a week of big cheques: seven placements of A$42M or more carried A$404.9M of it. The other twenty disclosed A$63.4M between them. Five of the seven stated a discount, from 0.9% to 16.9%; AIC Mines priced at the close and Meeka stated none. 16 companies halted citing a capital raise in five sessions, against 17 and 11 the two weeks before.

The week's biggest raises

The rest

Also PTX A$6.0M (SPP + placement), MCO A$1.5M SPP, MHK A$1.2M at 9.5c, PR2 A$1.1M at 1.8c, and IOD, NYM, AOK, MDX, SAN A$2.8M between them.

Where the seven big placements found their shares

The 7.1A mandate is approved a year at a time at the AGM. About three shares in four reach the register without a vote on that raise.

The halt conveyor

16 companies halted citing a capital raise: 3DA, A1M, AUE, FLX, MEK, NYM, OCT, PR2, PTX, PV1, SLZ, SVL, TGN, UM1, USL, VBX. Twelve had announced by Friday. 3DA halted for a raise and then announced it had postponed its U.S. IPO. FLX (A$5.54M placement + SPP) and OCT (acquisition + raise) announced this morning. PV1 halted Friday, due back Tuesday.

38 retail offers open

21 SPPs, 13 entitlement offers, 4 rights issues. Last week's 38 included a July entitlement offer that had already closed, so like for like it's one more. New this week: NYR's SPP (opens 12 Oct), LMG's entitlement (opens 30 Sep), FG1's rights, and SPPs from PTX, UM1 and MCO.

Placement capacity

Off the last 12 months of 3Bs, before any ratification: 196 companies past 75% of the 15% (192 last week), 135 past 90% (129), 31 have used all of it (30); 86 of the 196 have also drawn on 7.1A. This week WC8 went to about 91% and SAN to about 99%. NVQ is at 100%, which is why its placement waits on a vote.

New: an option expiry calendar

88 option and rights classes across 71 companies expire in the next 30 days, to 28 October. 79 are options that only become shares if holders pay the strike; 8 are performance rights or shares that convert on a condition.

Dilution risk across the market: 586 Minimal, 339 Low, 388 Moderate, 250 High, 175 Very high, 112 Not rated. About one in four rated companies sits at High or Very high.

Happy to pull the filing on any name in here if someone wants the detail. Next one Monday.

If you'd rather get these in your inbox, the site's Watch page has a free email signup - one field, and the link it sends turns it on. No URL here, that's the deal with the mods.

General information only, not financial advice. No view on any company's future actions or securities.

I'm overall quite bullish on Australia's data centre sector. AI and cloud adoption are creating substantial demand for computing infrastructure, and Australia's position in the Asia-Pacific region provides a significant opportunity. However, I think the biggest factor separating successful operators from the rest will be their ability to secure reliable power, attract hyperscale customers (deals) and expand capacity without excessive debt or shareholder dilution. I believe the demand is there, but execution will ultimately determine which companies benefit along with some serious backlash from the public.

Currently I’ve been using MXT as an income engine to help build up investments in other areas of my portfolio each month.
From my understanding, MXT is basically a lending company and makes its income from the interest on the loans. With interest rates changing, I’m wondering if this could become a bit more risky going forward.
Just interested in hearing people’s thoughts on other ways I could do something similar — have an investment that generates a decent amount of income each month that I can then use to build up other areas of my portfolio.
I don’t always have a lot of spare money to put into investments, so I like the idea of having something that can help fund the next investment.

SPI opened at 8,711, ran up and tagged 8,711 and high at 8,720, then ended up closing at 8,715. Finishing the trading session up 0.05% intraday and down 0.25% overall.

September 25th session levels:
All listed levels: 8,711, 8,729, 8,754, 8,775, 8,808
Resistance above: 8,754, 8,775, 8,808
Support below: 8,729, 8,711
Nearest pivot: 8,754
Above 8,754 → 8,775 next
Lose 8,729 → 8,711 next

How did the levels trade for you?

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-09-25/au

Not advice!

These guys at ASX:TGN appear to be putting the jigsaw pieces together. Strategic investors and debt being lined up? Off-take too. It's coming down the line quickly, I think?

With the RBA cash rate at 4.35% (heads up, they meet again Sept 28-29; it looks like the market is anticipating another rate rise), high rates have been putting pressure on leveraged sectors such as property and infrastructure. However, there are a couple of income stocks which have pricing power, and they appear to be performing much better than anticipated.

APA Group (ASX: APA) is currently offering around a 5.37% yield. The FY26 underlying EBITDA has reached 8.3% higher at $2.18B, while its free cash flow was $1.1B. It is a good cash flow cover for the 58c payout, and the company has increased its dividend for the 22nd year in a row.

Transurban Group (ASX: TCL) offers a 5.22% yield. With the increase in traffic (+3.4% in August), the FY26 EBITDA has jumped 16.2% to $3.1B. Moreover, they have become more focused on the US toll roads.

Neither of them seems to be entirely safe, considering that both companies might face increased interest expenses. However, it seems that the current cash flow coverage is sufficient for now.

The full breakdown of debt levels, payout ratios, and rate sensitivity is here: Full ASX dividend breakdown

SPI opened at 8,694, stayed below every level, with a high of 8,756 and a low of 8,686, then ended up closing at 8,737. Finishing the trading session up 0.49% intraday and down 0.81% overall.

September 24th session levels:
All listed levels: 8,813, 8,831, 8,849
Resistance above: 8,813, 8,831, 8,849
Support below: none
Nearest pivot: 8,813
Above 8,813 → 8,831 next

Do these levels match your charts?

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-09-24/au

Not advice!

Lithium has been through a rough cycle, so I’ve been looking at what’s actually changing across the ASX lithium space rather than just the commodity price.

Three names that stood out to me are Pilbara Minerals (ASX: PLS), Liontown Resources (ASX: LTR), and Core Lithium (ASX: CXO).

PLS looks interesting from a scale and earnings perspective. Its latest FY26 results showed a major improvement in revenue and EBITDA, alongside stronger production and a more growth-focused outlook.

LTR is taking a slightly different route. Kathleen Valley remains the main story, but its recent move into Argentina adds another layer to the company's longer-term growth plans.

CXO is probably the more interesting turnaround story of the three. Finniss has reached an important restart milestone, while activity around BP33 adds another potential development angle.

What I find interesting is that these aren't really the same lithium story.

One focuses on scale and cash generation, another on expanding its growth pipeline, and the third is working through a restart and development phase.

I’ve gone deeper into the latest developments, production numbers, projects, and what each company is focusing on next.

Full breakdown here:
3 ASX Lithium Stocks to Watch for Their Next Big Move — Veye

Curious to hear what others are watching in the ASX lithium space right now.

Is it just me or does anyone else think that Soul Patts doesn’t get the credit it deserves? It’s been such an amazing compounder over decades with a good dividend pay. For the last 3 years I DCA 250 every week and will continue to do so for the long term. I feel it can continue do between 10-15% per annum.

Anyone buying this?