Author: openjargon

Pitt Street Research has published a new research note on Environmental Clean Technologies Ltd (ASX: ECT), which it says has the potential to more than double in value.

High-tech clean technology under development

ECT is developing flash joule heating technology, which can be used to destroy so-called forever chemicals, or PFAS.

The company’s technology is called Rapid Electrothermal Mineralisation (REM).

In its recent annual report, the company said this regarding the technology:

Known as ‘forever chemicals’, PFAS are long-lasting and hazardous– posing a health risk to all living organisms. REM applies a powerful, short electric pulse to soil mixed with a conductive material– rapidly heating it to 1,000°C within seconds. This extreme, but controlled, heat breaks the strong carbon-fluorine bonds in PFAS. This process destroys PFAS and converts them into harmless calcium fluoride (CaF2) from calcium naturally present in soil. Laboratory studies have shown over 96% defluorination efficiency and 99.98% removal of perfluorooctanoic acid (PFOA), one of the most persistent and harmful PFAS pollutants. Unlike conventional methods that merely remove or transfer contaminants, REM delivers near-complete destruction without secondary aqueous waste, while enhancing soil quality, and is both cost and energy efficient.

ECT has also recently announced a $12 million capital raise to fund the acquisition of Xenica, which holds production rights to compounds known as MXenes and a license to sell them into military end-markets.

Pitt Street Research said re the acquisition:

The investment case now centres on premium MXene sales into US and Australian defence markets, where these lightweight, conductive materials could be used for EMI shielding, radar absorption and infrared-signature reduction in defence aerospace platforms. We believe these applications could support premium pricing and develop into a high-margin business if ECT successfully scales production and qualifies its material with defence customers.

Pitt Street said high-end MXenes command about US$400 per gram and can exceed the electrical performance of copper, graphene, and graphite.

The broker added:

ECT’s capital and production strategy is to partner with Metallium (ASX: MTM) to access its modular FJH reactors, providing a potentially capital-light and faster pathway to MXene production without building manufacturing infrastructure from scratch. Revenues from this speciality materials business are intended to be reinvested into ECT to help fund its long-term PFAS destruction platform, which remains the centrepiece of the investment thesis. In this way, the MXene business could support ECT’s growth while reducing its reliance on external capital raises.

Shares looking cheap

Pitt Street has a valuation on ECT shares of between 28 cents and 36 cents, compared to a share price of 11.5 cents at the time of writing.

ECT is valued at $51.6 million.

The post This ASX small cap could jump more than 100%: Broker appeared first on The Motley Fool Australia.

More reading

• Expert names 2 under-the-radar ASX gold stocks to buy today
• How much superannuation is enough to retire with a $50,000 income?
• CSL, Resmed, and more. See which ASX health stocks RBC Capital Markets has upgraded
• Xero shares crashed 59%. What do brokers see next?
• 3 ASX shares trading at 52-week lows that could be outstanding value plays 

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In late afternoon trade on Wednesday, the All Ordinaries Index (ASX: XAO) is down 3.0% in 12 months, but don’t tell these two rocketing ASX gold stocks.

The outperforming miners in question are gold producer Auric Mining Ltd (ASX: AWJ) and copper-gold explorer Solstice Minerals Ltd (ASX: SLS).

Atop their own successes on and under the ground, both stocks have benefited from surging gold and copper prices. At US$14,084 per tonne, the copper price is up 39% in 12 months. And at US$4,322 per ounces, the gold price is up more than 17%.

As for the two ASX mining shares in question, recently trading for 24 cents apiece, Auric Mining shares are up 26.3% since this time last year.

And with shares swapping hands on Wednesday for $2.39 each, the Solstice Minerals share price has surged 527.6% over the full year.

That’s enough to turn a $10,000 investment into $62,760. In one year!

It’s also spurred a big increase in the ASX gold stock’s market cap. This will see it join the All Ords on Monday as part of the S&P Dow Jones Indices September quarterly rebalance

And looking ahead, RaaS Group’s Joshua Baker – who owns shares in both ASX miners – believes they are well-placed to keep outperforming (courtesy of The Bull).

Here’s why.

ASX gold stock on the growth path

Baker recently ran his slide rule over Auric Mining shares. And he liked what he saw.

“The gold producer generated total record revenue of $44.8 million in first half of 2026, up 13.2 per cent on the prior corresponding period,” he said.

Baker added:

The company posted a net profit before tax of $28 million. The Munda gold mine produced 8,886 ounces from toll milling campaigns. An integrated scoping study supported the re-establishment of the Burbanks processing facility.

Summarising his buy recommendation on the ASX gold stock, Baker concluded:

The company recently announced it had executed binding agreements to buy two leases that together comprise the Union Jack project. One lease is subjected to completion of due diligence. AWJ continues to build a team with extensive experience in developing gold projects.

Which brings us to…

Solstice Minerals’ significant expansion potential

Baker also issued a buy recommendation on Solstice Minerals shares.

SLS remains an exciting opportunity in the copper market,” he said. “Exploration of the Nanadie Well project is progressing, with drilling revealing significant potential to expand the resource.

Summarising his bullish outlook on the ASX gold stock, he said:

The company recently announced new copper-gold intercepts, with reverse circulation drilling identifying previously unrecognised high-grade zones.

Drilling can create value and lead to expanding upside. The shares have risen from $1.81 on August 24 to trade at $2.52 on September 10.

The post Expert names 2 under-the-radar ASX gold stocks to buy today appeared first on The Motley Fool Australia.

More reading

• This ASX materials stock is up 700% this year and could be the next big copper winner
• Solstice Minerals shares in focus as Nanadie drill results impress
• Solstice Minerals extends deep, high-grade copper-gold zones at Nanadie
• Solstice Minerals: Nanadie drilling extends copper-gold system

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Every superannuation calculator throws a different number at you. A million dollars. Two million. $630,000.

It’s enough to make anyone give up and spend the lot on a campervan instead. So let’s cut through the noise and answer one specific, useful question: how much superannuation do you actually need to retire on $50,000 a year?

The benchmark everyone quotes

The Association of Superannuation Funds of Australia (ASFA) publishes the go-to guide for retirement adequacy in this country. A comfortable retirement standard sits at $55,923 a year for a single person and $78,566 for a couple. The modest standard is much lower, at $36,434 and $52,473 respectively.

A $50,000 income, then, sits right in the gap — comfortably above modest, just shy of comfortable. That’s not a bad place for your superannuation to land.

What lump sum actually gets you there?

A single homeowner is estimated to need a superannuation lump sum of $630,000 to fund a comfortable retirement, while a couple needs $730,000.

Since $50,000 sits below the comfortable threshold, you’re likely looking at something meaningfully under $630,000 in superannuation. Think mid-to-high $500,000s for a single homeowner, depending on your drawdown strategy and how much Age Pension support you pick up along the way.

Crucially, those superannuation figures assume a 6% investment return alongside some Age Pension support — this isn’t a “live off $630,000 with zero government help” scenario. The pension is baked into the maths, not a fallback you’re meant to avoid.

The self-funded reality check

Here’s where it gets sharper. Once your superannuation converts to an account-based pension, the government sets minimum withdrawal rates. For anyone aged 65 to 74, that minimum is 5% of the balance each year.

Run that in reverse, and a $50,000 target implies a superannuation balance of roughly $1 million if you’re funding it entirely yourself, with zero pension support. That’s the sobering, no-safety-net version of the number.

So which is it: $600,000 or $1 million?

Both are correct. It just depends on your plan. Are you relying on the Age Pension, or going it entirely alone with your superannuation?

Most Australians land somewhere in between. A part pension top-up can stretch a sub-$700,000 superannuation balance much further than the raw maths would suggest.

Where do you actually sit?

Average superannuation balances for Australians aged 65-69 sit at roughly $448,518 for men and $392,274 for women. That’s short of the comfortable benchmark for most singles, but not miles off a $50,000-a-year lifestyle once the pension is factored in.

Foolish takeaway

There’s no single magic superannuation number for ‘enough’. A sum of $50,000 a year is achievable on a balance well under $630,000 if the Age Pension does some of the heavy lifting. Or it demands close to $1 million in superannuation if you’re determined to self-fund every dollar.

The real question isn’t “how much superannuation do I need?” It’s “how much of my retirement am I willing to hand over to the government to top up?” Answer that first, and the number gets a lot easier to find.

The post How much superannuation is enough to retire with a $50,000 income? appeared first on The Motley Fool Australia.

More reading

• Want the age pension? Here’s the new asset limit you can’t exceed
• Here are the top 10 ASX 200 shares today
• The ASX 200 is finally rising. Is the sell-off running out of steam?
• 5 things to watch on the ASX 200 on Wednesday
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

RBC Capital Markets has released a new report on the Australian-listed healthcare sector, upgrading five major stocks to an outperform rating in the process.

The broking house said healthcare had performed “generally much better than we had feared” across the August reporting season.

They added:

A combination of revenue beats and cost control drove earnings beats for most companies and we are now expecting positive earnings growth across the sector. While most of the sector has enjoyed a re-rating over the past 2 months, we believe a number of stocks could re-rate even further given their earnings growth outlook, appealing relative valuations and attractiveness of the healthcare sector in light of macroeconomic uncertainty.

As a result of this positivity, RBC has upgraded five stocks to an outperform rating and maintained that rating on one more.

Let’s see who they like.

CSL Ltd (ASX: CSL)

RBC said the recent result showed that CSL was regaining market share in the key immunoglobulin sector.

The broker said they now believed that “growth in the Behring business can offset the weak outlook in the Seqirus and Vifor business, and enable the company to deliver mid-single digit EPS growth for the next 3 years”.

While these growth rates were below historical levels, RBC said they were reasonable compared to other Australian large-cap stocks.

RBC has a price target of $213 on CSL shares.

Resmed Ltd (ASX: RMD)

The sleep apnoea device company delivered an in-line result, RBC said; however, there was more focus on capital management.

The broker is factoring in $1.5 billion in share buybacks per year out to FY31.

RBC has a price target of $262 on Resmed shares.

Ramsay Healthcare Ltd (ASX: RHC)

RBC said Ramsay was being well run, with its recent result showing good revenue growth and cost control.

They have valued the company on a demerger basis and believe such a strategy would create value.

RBC has a price target of $68 on Ramsay shares.

Fisher & Paykel Healthcare Corporation Ltd (ASX: FPH)

RBC said this company’s trading update revealed a strong start to the year and an upgrade to FY27 guidance.

The broker added:

We expect FPH’s hospital revenues to continue growing in mid-to-high teens in FY27-FY29 which will enable the company to deliver double digit group revenue growth. FPH has the fastest growth profile across our coverage and we now believe FPH has the best price to earnings growth ratio across our coverage.

RBC has a price target of $52 on Fisher & Paykel shares.

Nanosonics Ltd (ASX: NAN)

RBC said Nanosonics had a mixed result with revenues missing expectations but earnings beating.

The broker said the Trophon business was growing and profitable, and they believed the share price was currently too bearish.

RBC has a price target of $3.75 on Nanosonics shares.

The broker also has an outperform rating on Integral Diagnostics Ltd (ASX: IDX) with a price target of $3.20.

The post CSL, Resmed, and more. See which ASX health stocks RBC Capital Markets has upgraded appeared first on The Motley Fool Australia.

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• Santos, Ramsay Health Care, and AMP shares reach new 52-week highs: Can they keep climbing?
• Two broker upgrades put CSL shares back in focus
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• Here are the top 10 ASX 200 shares today

Motley Fool contributor Cameron England has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Nanosonics, and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL and Nanosonics. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

At the end of August, Xero Ltd (ASX: XRO) shares were trading above $88. Today, you can pick them up 25% cheaper for $66.34. Xero shares have lost 17% in a month, 42% year to date, and collapsed 59% over 12 months.

For a tech stock once treated as an ASX growth darling, this is a stunning fall from grace.

A beating with no obvious trigger

Here’s the strange part: there hasn’t been a fresh earnings downgrade or a bombshell announcement behind this month’s slide of Xero shares. The company’s latest updates have mostly been routine substantial shareholder notices, and its FY26 result, released back in May, was actually pretty solid.

Revenue rose 31% to NZ$2.75 billion. Annualised monthly recurring revenue climbed 37% to NZ$3.27 billion. Subscribers grew 11% to 4.92 million. On the surface, this doesn’t look like a business in trouble.

So what’s spooking investors?

The market isn’t looking at the top line, it’s fixated on the risks underneath. Melio integration costs helped drag net profit down 27% to NZ$167.4 million, while gross margin slipped from 89% to 83.9%.

Add in broader questions about what AI could mean for software incumbents, plus lingering worries that elevated interest rates will keep punishing growth stocks, and you have a sell-off with plenty of narrative but not much hard news.

The growth case is still very much alive

Strip away the noise, and Xero added 506,000 customers over the year, lifting its global base to 4.92 million. Management isn’t backing off either — FY27 guidance points to revenue of NZ$3.62 billion to NZ$3.73 billion, implying roughly 30% growth at the midpoint.

Xero’s roots are in Australia and New Zealand, but the UK has grown into a genuine second pillar. Even so, the company reckons its total addressable market sits at around 100 million small and medium-sized businesses worldwide, a number that dwarfs its current customer base.

That’s where the US comes in. Xero finished FY26 with roughly 424,000 US customers, a fraction of what’s on the table in one of management’s three priority markets.

The Melio acquisition has strengthened Xero’s US proposition by letting businesses manage outgoing payments directly through the platform, and management pegs the US small-business payments opportunity alone at US$29 billion.

If Xero can even chip away at that, the current profit dip starts to look like the cost of buying future growth rather than a red flag.

What are brokers saying?

Opinion is split, but the tone is more optimistic than the share price suggests. Citi has a buy rating on Xero shares with a $113.60 target — nearly 70% above the current price. Morgan Stanley sees $130, and UBS is at $127.

Ord Minnett and Morgans sit more conservatively at $110 and $111. On the cautious end, RBC Capital and Jefferies have targets of $85 and $77 respectively. That’s still above where the stock trades today.

Foolish takeaway

Not a single broker target for Xero shares sits below the current share price. That’s a striking signal for a stock that’s lost more than half its value in a year. The growth numbers, the US opportunity, and now the broker consensus all point the same direction — even if the market hasn’t caught up yet.

The post Xero shares crashed 59%. What do brokers see next? appeared first on The Motley Fool Australia.

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• WiseTech Global vs Xero: Which fallen ASX tech share is the better buy today?
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• Down 13% in a week: Is the Xero share price finally cheap enough to buy?
• Down 54% in a year, are Xero shares now a buy, hold, or sell?

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) has suffered heavy losses over the past month. 

Since August 6th, Australia’s benchmark index has fallen more than 6%. 

Despite the pain for many investors’ portfolios, there are several strong value options. 

Yesterday, these three ASX shares hit 52-week lows:

• GQG Partners Inc (ASX: GQG)
• IVE Group Ltd (ASX: IGL)
• Generation Development Group Ltd (ASX: GDG). 

For value investors, these ASX shares could be enticing opportunities. 

GQG Partners

GQG Partners is a global boutique asset management company focused on active equity portfolios. It offers investment advisory and portfolio management services for investors across three continents.

In the last 12 months, its share price has fallen 38%. 

At the time of writing, it is trading at a 52-week low of $1.05. 

However, it now sits well below where many experts believe is fair value. 

Late last month, Morgans placed an accumulate rating and price target of $1.52. 

The near-term operating environment remains difficult for GQG; however, we think it’s hard not to see long-term value in the franchise at current levels, trading on ~7x FY1 PE.

This indicates an upside potential of almost 45%. 

While this capital gain upside is already enticing, this ASX stock also offers a strong dividend yield. 

At the time of writing, it offers a yield of over 10%, providing investors with passive income and potential capital gains. 

IVE Group

IVE provides communication solutions. Its services include creative services, personalised communications, print production, retail display, promotional merchandising, third-party sourcing, logistics and fulfilment, and managed solutions.

In the last 12 months, its share price has fallen 13%, and now sits at a 52-week low of $2.34. 

However, analysts’ forecasts via TradingView have an average one year target of $3.20. 

This indicates an upside potential of 36%. 

-It also recently posted some healthy full-year results, suggesting the underlying businesses remain sound. 

It also offers a dividend yield of over 7%. 

Generation Development Group

Generation Development Group is a diversified financial services company focused on investment and retirement products.

Its share price has fallen more than 57% in the last 12 months and is now hovering near a 52-week low of $2.92. 

The current price sits well below broker targets. 

TradingView analyst data has an average 12-month price target of $5.39 on this ASX stock. 

This indicates 84% upside from current levels. 

The post 3 ASX shares trading at 52-week lows that could be outstanding value plays  appeared first on The Motley Fool Australia.

More reading

• Brokers tip these 3 ASX shares to climb between 50% and 122% in the next 12 months
• GQG Partners shares in focus after August 2026 FUM update
• Buy, hold, sell: Generation Development, Fletcher Building, Saluda Medical shares
• How much passive income can I earn off a $550,000 superannuation balance?
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Generation Development Group and Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The value of investment assets you can own while still qualifying for the age pension is about to get a boost. From 20 September, the upper thresholds are rising and if you’re sitting close to the old limit, this change could be the difference between missing out and pocketing a payment.

The lift comes from indexation adjustments, made twice a year to keep pace with inflation. Here’s exactly what’s changing.

Who qualifies, and when

If you were born on or after 1 January 1957, you become eligible for the pension at age 67 — retired or not.

Two tests decide your payment of the age pension: an assets test and an income test. Both get new guardrails on 20 September. This article zeroes in on the assets test.

What counts and what doesn’t

Your home is excluded entirely from the assets test. Renters get more breathing room too, with higher thresholds to compensate for not owning property.

What does count: superannuation, ASX shares, bonds, investment properties, and cash.

This round of indexation only lifts the upper thresholds, the point where your part-pension cuts out completely.

New limits if you own your home

Single homeowners with assets under $333,000 get the full pension. Between $333,001 and $745,750 (up from $733,500), you’ll get a part-payment.

Couple homeowners with assets under $499,000 get the full pension. Between $499,001 and $1,121,000 (up from $1,102,500), it’s a part-payment.

New limits if you rent

Single renters with assets under $600,000 get the full payment. Between $600,001 and $1,012,750 (up from $1,000,500), you’ll get a part-payment.

Couple renters with assets under $766,000 get the full payment. Between $766,001 and $1,388,000 (up from $1,369,500), it’s a part-pension.

How much will you actually get?

Payments are rising too. Single pensioners get an extra $36.80 per fortnight from 20 September, lifting the full pension to $1,237.70 per fortnight.

Couples get an extra $27.80 per partner, per fortnight, bringing the full pension to $933 per partner, per fortnight.

Even a tiny pension is worth claiming

Here’s the part too many retirees overlook: even if your assets sit right near the upper limit and you only qualify for a few dollars a fortnight, apply anyway.

Why? Because that part-pension unlocks the Pensioner Concession Card (PCC), and the PCC is worth far more than the payment itself. It can shave thousands of dollars a year off everyday living costs in retirement, from healthcare to utilities to transport.

Foolish takeaway

Indexation changes like this rarely make headlines, but they can genuinely shift whether you qualify for age pension or how much.

If your asset position is anywhere near these thresholds, it’s worth checking your eligibility again after 20 September. A payment that looked out of reach in August might be back on the table in September.

The post Want the age pension? Here’s the new asset limit you can’t exceed appeared first on The Motley Fool Australia.

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• Here are the top 10 ASX 200 shares today
• The ASX 200 is finally rising. Is the sell-off running out of steam?
• 5 things to watch on the ASX 200 on Wednesday
• Here are the top 10 ASX 200 shares today
• ASX 200 drops again as selling continues

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

4DMedical vs Telix Pharmaceuticals shares: which health innovator wins?

If you’re weighing up a buy between 4DMedical Ltd (ASX: 4DX) and Telix Pharmaceuticals Ltd (ASX: TLX), you’re comparing two ambitious Australian medical technology companies. Both are at the forefront of healthcare innovation, but their financial profiles and recent growth stories offer very different investment prospects. Let’s dig in to see how these two stack up.

The case for 4DMedical

4DMedical is breaking new ground in respiratory imaging. Its flagship CT:VQ software turns CT scans into detailed lung maps, giving doctors advanced tools for diagnosing diseases like pulmonary embolism and emphysema. The tech’s already in use at top US hospitals like Mayo Clinic and Stanford, with a recent European expansion thanks to its acquisition of Contextflow.

Looking at the numbers, 4DMedical carries a sizeable market cap of $2.07 billion but has yet to become profitable, posting negative earnings per share of -0.405. There’s no dividend on offer, and no price/earnings (P/E) ratio available yet; this signals it’s still firmly in growth mode. The year-to-date return sits at -14.5%, indicating a tough recent run for shareholders. This makes 4DX more of a high-risk, high-potential play, especially for those backing new technology looking to disrupt established medical imaging markets.

The case for Telix Pharmaceuticals

Telix Pharmaceuticals is a commercial-stage biotech pushing the boundaries of cancer diagnostics and treatment. Its main product, Illuccix, has approvals from regulators including the TGA, FDA and Health Canada, making it a global force in prostate cancer imaging. Beyond Illuccix, Telix is running more than 20 clinical trials worldwide, chasing breakthroughs in cancer types ranging from kidney to brain to bone marrow.

Telix stands out for having already turned the corner into profitability. Its market cap dwarfs 4DMedical’s at $6.03 billion. Earnings per share are positive (0.099), which is rare for an ASX biotech this size. The company trades on an eye-watering P/E ratio of 118.40—sky-high, but not unusual for fast-growing pharmaceutical businesses. Like 4DMedical, Telix pays no dividend, pouring resources back into growth. But the real highlight is a stellar year-to-date share price return of 45.89%, signalling momentum.

Valuation comparison

Here’s a side-by-side look at the major valuation and fundamental metrics:

Metric	4DMedical (4DX)	Telix Pharmaceuticals (TLX)
Market Cap	$2.07 billion	$6.03 billion
P/E Ratio	N/A	118.40
Earnings per Share	-0.405	0.099
Dividend Yield	0.00%	0.00%
Year to Date Return	-14.50%	45.89%

There’s a clear gap in scale and financial maturity. Telix is both far larger by market cap and actually generating earnings, whereas 4DMedical is still burning through capital to develop its market. Neither pays a dividend, so both are pure growth plays.

Recent share price performance

Share prices can be volatile in the health tech sector, but the difference here is striking. As of the latest data (mid-September 2026), 4DMedical shares sit at $3.44, having dropped 14.5% year to date. Its weekly moves have often swung several percent either way, showing volatility without a clear upward momentum.

Telix, meanwhile, is on a tear. As of 15 September 2026, shares closed at $17.75 and are up a hefty 45.89% for the year. The stock has seen sharp daily moves—like an 8.63% gain on one recent day—but the overall trend has been strongly positive. Telix’s growth story is, at least so far, being rewarded by the market.

Which is the better buy?

Weighing up these two, my pick would be Telix Pharmaceuticals. The company has global regulatory runs on the board, it’s already doing solid revenue, and it’s delivered real profit. Yes, it does trade on a huge earnings multiple, but I’d see that as justified given the momentum: 45% year-to-date gains, and more than 20 clinical trials in the pipeline.

4DMedical clearly has exciting technology and major growth aspirations, but as of now, it’s loss-making and suffering negative share price performance.

In short: if I’m backing an Aussie health innovator today, I’d go with Telix.

The post 4DMedical vs Telix Pharmaceuticals: ASX health tech share showdown appeared first on The Motley Fool Australia.

More reading

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• These 2 ASX healthcare shares just jumped up to 15%. Here’s why
• Here are the top 10 ASX 200 shares today
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• Here are the top 10 ASX 200 shares today

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) was back to the races this Wednesday, staging a slight recovery that took some of the edge off yesterday’s nasty fall. After a wild day of trading, which saw the markets dip into red territory a few times, investors were happy to leave the ASX 200 with a decent 0.28% rise by the time trading closed. That leaves the index at 8,696.5 points.

This happy hump day for the Australian markets followed a far less optimistic session on Wall Street last night.

The Dow Jones Industrial Average Index (DJX: .DJI) was still feeling blue, and dropped another 0.63%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn’t any better, losing 0.78% of its value.

But let’s return to the local markets now and check out what was happening amongst the different ASX sectors today.

Winners and losers

The biggest losers this Wednesday were consumer staples shares. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) had a shocker today, dumping 1.15% of its value.

Real estate investment trusts (REITs) also had a day to forget, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) retreating 0.54%.

Financial stocks were on the nose too. The S&P/ASX 200 Financials Index (ASX: XFJ) was walked back 0.37% this session.

Our last losers were consumer discretionary shares, evidenced by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)’s 0.35% decline.

Let’s turn to the green sectors now. Leading the charge were energy stocks. The S&P/ASX 200 Energy Index (ASX: XEJ) rocketed 2.19% higher this hump day.

Gold shares had a party as well, with the All Ordinaries Gold Index (ASX: XGD) surging 1.48%.

Broader mining stocks didn’t miss out. The S&P/ASX 200 Materials Index (ASX: XMJ) soared up 1.28%.

Next came communications shares, illustrated by the S&P/ASX 200 Communication Services Index (ASX: XTJ)s 0.46% bounce.

Industrial stocks were also in that range. The S&P/ASX 200 Industrials Index (ASX: XNJ) added 0.36% to its total today.

Tech shares overcame some selling to close higher, with the S&P/ASX 200 Information Technology Index (ASX: XIJ) putting on 0.3%.

Utilities stocks didn’t miss out either. The S&P/ASX 200 Utilities Index (ASX: XUJ) saw itsvalue bumped by 0.28%.

Finally, healthcare shares got themselves over the line, as you can see by the S&P/ASX 200 Healthcare Index (ASX: XHJ)’s 1.5% surge.

Top 10 ASX 200 shares countdown

Gold stock Pantoro Gold Ltd (ASX: PNR) came in as our top stock today. Pantoro Gold shares jumped 9.3% to close at $2.82 a share. This came after Pantoro revealed some drilling results this morning, which may have excited investors.

Here’s how the other winners pulled up at the kerb:

ASX-listed company	Share price	Price change
Pantoro Gold Ltd (ASX: PNR)	$2.82	9.30%
Codan Ltd (ASX: CDA)	$48.94	7.51%
Alkane Resources Ltd (ASX: ALK)	$1.92	5.02%
Kingsgate Consolidated Ltd (ASX: KCN)	$5.36	4.69%
Bellevue Gold Ltd (ASX: BGL)	$1.58	4.29%
Austal Ltd (ASX: ASB)	$4.34	4.08%
Centuria Capital Group (ASX: CNI)	$1.33	3.92%
Infratil Ltd (ASX: IFT)	$11.32	3.57%
Reliance Worldwide Corporation Ltd (ASX: RWC)	$4.48	3.46%
Beach Energy Ltd (ASX: BPT)	$0.90	3.45%

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Paladin Energy Ltd (ASX: PDN) shares are changing hands for $9.51 each in Wednesday afternoon trade.

That’s around a 0.5% decrease over the day, but after a line of share price declines, it means the shares have now tumbled around 17% over the past week alone.

For the year to date, Paladin Energy shares are down 6%, but they’re still 23% higher than a year ago.

What has happened to Paladin Energy shares over the past week?

There hasn’t been any price sensitive news out of the company over the past week to explain the latest sell-off. 

It looks like the decline is due to a number of factors, including geopolitical uncertainty, a drop in confidence about the outlook for ASX uranium shares, a company update, and its FY26 results late last month.

As a uranium production company that focuses on developing and operating uranium mines globally, Paladin Energy is highly sensitive to fluctuations in sentiment about uranium. 

The escalating conflict in the Middle East, higher inflation data, and concerns about more interest-rate rises has seen some investors reduce their exposure to riskier shares like Paladin Energy.

Elsewhere, Paladin Energy posted a note to the ASX last week confirming that JP Morgan Chase & Co, and its affiliates have ceased to be substantial holders in the company. It’s possible that the news may have spooked already concerned investors.

Meanwhile, the company posted its FY26 results late last month. The company posted a 71% year-on-year increase in sales revenue to US$304 million. Paladin Energy also reported a gross profit of US$52 million, up from a gross loss of US$26 million in FY25.

But while the uranium miner has shown improving operational metrics and turned a net profit, it also posted notable operating cash outflows. Paladin Energy ended the financial year with a net loss after tax of US$9.1 million, although that’s an improvement from the US$77 million net loss reported in FY25.

Are the uranium miner’s shares a buy, sell, or hold now?

Despite the confidence loss and recent sell off, it looks like brokers are still very bullish about the outlook for Paladin Energy shares over the next 12 months.

TradingView data shows that out of 15 analysts, 11 have a buy/strong buy rating on the shares and another 1 has a hold rating. Three more analysts have a strong sell rating on the shares.

The average $13.19 target price implies the shares could jump another 39% over the next year, at the time of writing. And some are even more bullish that the shares have the potential to climb 100% higher to $18.96.

The post Down 17% in a week: What has happened to Paladin Energy shares? appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• Energy shares rose while the ASX 200 slumped last week. Here’s why
• Brokers are confident in the outlook for this uranium stock tipping 34% upside
• 5 things to watch on the ASX 200 on Wednesday
• 6 ASX shares tipped by brokers to rise 34% to 88%

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.