I spoke with @PainChek Chair Lil Bianchi today about Sabra’s expansion to 23 US communities, progress with Silverado and further opportunities in assisted living and memory care.
We also discussed the next steps towards recurring revenue.
Watch below. $PCK #ASX
youtu.be/-VO6DIN54T4
Missed today’s AI and Semiconductors investor webinar?
Hear from @PSR_Insights, @BrainChip_inc ($BRN), @nanoveuofficial ($NVU), @adisynltd ($AI1) and @WeebitNano ($WBT).
Watch the recording:
youtube.com/live/UkkZaTlh3N4…
I’m looking forward to hosting an investor webinar on AI and ASX-listed semiconductor stocks, featuring:
$BRN – Sean Hehir
$NVU – Mohamed Sabry
$AI1 – Kevin Crofton
$WBT – Coby Hanoch
22 Sept | 9.45am AWST / 11.45am AEST
Register: us02web.zoom.us/webinar/regi…
I really enjoyed Lea Jurkovic’s @FinancialReview profile of Terra Capital CIO Jeremy Bond and his views on copper, resources cycles and backing strong management teams.
The type of considered market coverage I value from the AFR. Congratulations to Jeremy and Lea.
An ASX announcement isn’t your company story.
Assayer turns news into independent coverage built for investors, search and AI discovery. It complements traditional journalism rather than replacing it.
Run or advise a listed company? Send me its ticker.
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🤖 Made with AI
Commercial growth means turning technology, approvals and contracts into recurring revenue.
That was the focus when I hosted yesterday’s @lynxadvisors Health Innovation webinar with $PCK, $STV and $MEM.
Thanks to all involved.
Watch 👉youtube.com/live/SW79k2AWkD8…
@PainChek @memphasys @swifttv @chapter1advisor
WA supports #uranium exploration, yet bans new uranium mines. That contradiction is becoming harder to defend.
As Paul Murray writes in @westaustralian, this debate is about extracting and exporting uranium, not nuclear power in WA.
Does ban deserve an evidence-based review?
@CauldronEnergy | @Boss_Energy | @CCI_WA
Lithium is becoming more than an EV story.
As @SlavEnergy reports for @OilandEnergy, surging battery-storage demand is lifting lithium prices and producer earnings.
That could strengthen the strategic case for @CzechLithium (ASX/AIM: $EMH) Cinovec Project - Europe’s largest hard-rock lithium resource, located near major European battery and energy-storage markets.
oilprice.com/Latest-Energy-N…
#EMH #Lithium #BatteryStorage
Record exploration spend, but fewer metres drilled and 77% directed to brownfields. Where will Australia’s next major discoveries come from?
Important reporting from @pgker & @GusMcCubbing in today’s @FinancialReview.
Another reason to subscribe.
Interested in industry views.
Great start to the RIU Resources Investor Roadshow in Melbourne today.
28 ASX-listed companies presenting, with the opening session chaired by Lion Selection Group MD @HedleyWidudp.
In town? DM me for a coffee.
Next stop: Sydney on Thursday.
@VEvents_RIU #riuroadshow26
What began as a survey for near-surface manganese has identified large conductivity “plumes” near @ESR_Estrella's Laleno Dome.
I spoke with MD Robert Mencel about the targets and the 3,000m drilling program expected to begin in September.
Watch below
youtu.be/0__lUh03JvI
$ESR #ASX
PAINCHEK INVESTOR WEBINAR
More than 21m pain assessments. $4.46m recurring revenue. Nearly 2,000 active sites. US rollout underway.
Hear directly from @PainChek (ASX: $PCK) new leadership team.
Monday, 10 August
11am AEST
Live Q&A
Register: us02web.zoom.us/webinar/regi…
When does backing a proven founder become conviction - and when should investors start asking harder questions?
@amacfirst’s thought-provoking piece in @FinancialReview examines Wes Maas’ bold move into AI infrastructure.
Big opportunity, big risk - and a timely reminder that founder vision must be balanced with disciplined execution and accountability.
Read more and subscribe at afr.com
After 20+ years in capital markets, I see @TMXGroup entry as a positive for Australian equities. More competition can create choice, drive innovation and make the @ASX stronger - benefiting companies and investors. Great reporting by @JoyceMoullakis in the @FinancialReview
Subscribe: afr.com/
A significant appointment for @PainChek $PCK as it accelerates its US commercial push.
Incoming CEO Karen Holzberger brings more than 20 years’ US medtech experience, including senior roles at GE Healthcare and Nuance Healthcare.
Read all about it on @techinvestmag 👇
techinvest.online/news/painc…
A thought-provoking piece by @AndrewBGreene in @westaustralian today on Australia, India and uranium.
This isn’t a debate about building nuclear reactors in Australia.
It’s a resources question: if India is a growing export market, how do we supply it while some states restrict new uranium mines?
#uranium #exploration
KTEK Aerosystems (ASX: $KTK) is moving into SATCOM through a new business unit and Letter of Intent with Over-Sat, targeting compact connectivity systems for UAVs and mobile defence platforms. Key watch: conversion into work orders.
Read the full story on @techinvestmag 👇
techinvest.online/news/ktek-…
Pleasing to see KTEK Aerosystems $KTK recognised by the @FinancialReview as one of 2026’s standout ASX IPO performers.
The IPO was a key milestone, but clearly only the start.
Congrats to Dekel Keisar, the wider KTEK team, and @cpscapitalgroup’s Nathan Barbarich, Jack McKenna and team.
Proud @chapter1advisor has supported KTEK through IPO and post-listing.
More great AFR coverage: afr.com/
Pleased to join the recent @memphasys (ASX: $MEM) investor webinar with Marjan Mikel and A/Prof Hassan Bakos.
We covered the Monash IVF agreement, Felix™ commercial rollout, regulatory approvals, recurring cartridge revenue model and near-term growth opportunities.
Watch here: youtu.be/FRc9pLlA6UA
#ASX #MEM #MedTech #IVF
Interesting piece on @PainChek ($PCK) and its push into the US market.
The appointment of @4DMedicalXV Chair Lil Bianchi looks significant given the similarities between the two SaaS healthcare expansion stories.
Key points:
- FDA De Novo clearance secured
- @PointClickCare integration across ~1.5m US aged care beds
- Sabra agreement creating a potential 20,000+ bed rollout pathway
- UK business now >10% market penetration
- Australia already operationally break-even
Feels like the market is starting to look at PCK through a very different lens.
Read via @techinvestmag 👇
techinvest.online/news/painc…












