Nuix (ASX:NLX) has continued to step forward in its transformation strategy, improving operating leverage, growing Nuix Neo adoption and strengthening NLX’s financial foundation. The result reinforces a transition toward an AI-enabled platform model with focus on scalable, higher quality recurring revenue.

💻 Growth in Annual Contract Value (ACV) was supported by strong momentum in Nuix Neo. The platform now represents a growing portion of total contracted revenue and positioned to become the majority revenue generator.
📈 Improved operating discipline and scalability across the business have driven profit, highlighting stronger earnings quality and operational leverage.
🤖 A materially strengthened balance sheet reinforces capital stability, positioning the company for more consistent performance and long term value creation.

Nuix Interim Chief Executive Officer John Ruthven commented:

“The first half results demonstrate further momentum in our business transformation, with ACV growth of 8.4% and particularly impressive Nuix Neo growth of 148%. The significant expansion in Adjusted Management EBITDA, up 42.6%, clearly illustrates the operating leverage in our business model as we scale.”

Aerometrex (ASX:AMX) has delivered record revenue and EBITDA in 1H26, with the company highlighting a clear operational inflection as MetroMap subscription growth accelerates and LiDAR project revenue recovered. The result reflects stronger sales execution, improved aviation efficiency and disciplined cost control following last year’s strategic review.

🗺️ MetroMap continued its strong growth trajectory by expanding geographic coverage, enhancing product features and rising subscription momentum. This is driving recurring revenue quality and platform competitiveness.
✈️ LiDAR project revenue recovered strongly due to improved aircraft utilisation and renewed sales activity. Which is reinforcing the value of Aerometrex’s integrated capture capability.
🛫 EBITDA growth over 1H26 has strengthened AMX’s financial resilience as the company moves towards sustainable profitability.

Aerometrex Chief Executive Officer Rob Veitch commented:

“This a really strong result for the business across all our key financial metrics. We delivered record first-half revenue and EBITDA, saw excellent growth in MetroMap ACV, and, importantly, have now maintained a stable cash balance for three consecutive quarters.”

Telix Pharmaceuticals (ASX:TLX, NASDAQ:TLX) has delivered a strong FY 2025 performance, underpinned by commercial growth and disciplined investment in its Precision Medicine pipeline, positioning the company for sustainable long-term value creation.

⛏️ TLX achieved 56% YoY revenue growth and positive operating cash flow, highlighting the commercial strength of the company’s Precision Medicine business. This growth was driven by continued uptake of Illuccix® and the successful U.S. launch of Gozellix®.
🪨 Strategic reinvestment in R&D and commercial infrastructure supports the advancement of late-stage therapeutic assets and potentially bring new treatments for prostate, kidney, and brain cancers to market.
🌍 TLX’s strong balance sheet, which included US$141.9 million in cash as at the year end, provides opportunities for targeted acquisitions, investments to accelerate pipeline development, and global product launches.

Telix Managing Director and Group CEO, Dr. Christian Behrenbruch, commented:
“Our strong commercial performance in 2025 provides a platform for continued growth across Telix’s global Precision Medicine franchise. The revenue guidance we are issuing today reflects our confidence in sustaining the momentum of our core cash generative business.”

Recharge Metals (ASX:REC) has acquired the Sunset Well Gold Project in the prospective Leonora district of Western Australia. The purchase positions the company to become a gold explorer with immediate resource scale and near-term growth opportunities.
⛏️ The acquisition provides immediate exposure to a defined gold resource at the Prospero Deposit as well as unlocking multiple underexplored brownfields and greenfields targets across 18km of shear zones.
🪨 The transaction strengthens Recharge’s strategic position in a well-established gold region while enhancing the potential to advance exploration efficiently to evaluate development options.
🌍 Drilling preparations are well advanced and supported by a fully funded $3.75 million share placement, as well as proceeds or up to $2.0 million from an upcoming rights issue, which together provide clear visibility of near-term growth, and positions the company for consistent exploration news flow.
Recharge Metals Managing Director Felicity Repacholi commented:
“Recharge’s acquisition of the Sunset Well Gold Project provides investors with immediate exposure to the strong gold environment from a project with an established resource base, and significant leverage to exploration upside through its clear growth potential and near-term news flow.”

Is your biggest wealth risk online? As financial lives move increasingly online, cyber risk has emerged as one of the most underestimated threats to wealth. Chubb’s Wealth Report shows that more than 60% of HNWIs consider cyber risk a considerable concern. From online banking and investment platforms to digital estate plans and cloud storage, sensitive data is now constantly exposed. Wealthy households face unique vulnerabilities due to the number of people who access their information, including advisors, lawyers, domestic staff, and family members. A single breach can lead to financial loss, identity theft, or reputational damage. Cybersecurity is no longer an IT issue, it is a core pillar of modern wealth protection.

Bell Financial Group (ASX:BFG) has delivered a strong full-year result, underscoring the benefits of its evolution from a traditional stockbroking house into a more diversified wealth management business. The Group’s newly structured Markets and Platforms divisions highlight this transition, with Platforms emerging as a key earnings engine supported by recurring revenue and scalable technology. Co-Chief Executive Officer Arnie Selvarajah joins The Stock Network’s Lel Smits to discuss how Bell’s transformation strategy is reshaping the business, what’s driving momentum across its divisions, and where future growth opportunities may lie for retail investors.

🔧 Transformation strategy
⚡ Platforms as a growth engine
🧭 Capital management and growth priorities

APA Group (ASX:APA | ASX:AP2) has progressed Stage 3 of its East Coast Gas Grid Expansion Plan, helping address expected gas shortages in southern Australia while increasing long term pipeline capacity.

🏗️ Stage 3 is expected to increase transport capacity by around 30%, taking total capacity growth across the network to more than 50% over the past five years.
💰 A $260 million investment has been approved to boost north to south gas flows, ensuring more domestic gas can reach southern states.
🚧 A further $220 million will fund early works for the Bulloo Interlink, including 342km of pipeline, supporting further expansion beyond 2028 (subject to approvals).

APA CEO and Managing Director Adam Watson commented:
“These capacity expansion investments by APA, along with future planned expansions, make it crystal clear that pipeline capacity will not be a constraint to solving projected east coast gas supply shortfalls.”

Alcidion Group Limited (ASX:ALC) has secured regulatory approval in both Australia and the United Kingdom for its Miya Precision Concept Detection capability, allowing the Company to commercially roll out its AI-powered clinical documentation tool in key markets.

🏥 The software is now registered as a Class I Medical Software Device in Australia and the UK, meaning it meets required healthcare standards and can be legally sold and used in both jurisdictions.
🤖 This approval removes a major barrier to sales, enabling ALC to offer the AI tool to existing customers and compete for new contracts that require certified medical software.
🌍 The milestone strengthens ALC’s position in the healthcare technology market and supports new revenue opportunities from AI enabled products.

Alcidion Managing Director and CEO Kate Quirke commented:
“Achieving regulatory registration in both Australia and the United Kingdom is an important milestone that clears the path for commercial deployment of our AI assisted clinical documentation capabilities across our two largest markets… this registration allows us to deliver this capability across our existing customer base and to new customers in regulated environments.”