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4DMedical (ASX: 4DX): Funding Risk Behind the High-Growth MedTech Hype?

Apr 15, 2026

Proactive Equities Team

4DMedical Limited is an Australian medtech company developing lung imaging software that turns standard scans into functional insights. It has strong growth potential through scalable products like CT:VQ, but remains speculative due to ongoing cash burn, reliance on adoption, and funding risk.

Which ASX cybersecurity stocks are best positioned to benefit from the surge in cyber spending?

Apr 14, 2026

Proactive Equities Team

Rising cyber threats, stricter regulations, and the rapid shift to cloud and AI systems are driving a sharp increase in global cybersecurity spending, and the ASX is starting to reflect that trend. The Australian cybersecurity market alone is expected to grow from about A$8.4 billion in 2025 to nearly A$19.6 billion by 2030, highlighting the scale of opportunity ahead.

Acrow (ASX: ACF): Is This Growing Equipment Rental Business a Buy in Oversold Territory?

Mar 15, 2026

Proactive Equities Team

Acrow Limited is an Australian engineering and equipment rental company supplying formwork and scaffolding to construction and infrastructure projects. The business generates recurring income from its large hire fleet and has delivered strong revenue growth in recent years. Despite recent share price weakness, it offers solid cash flow and a fully franked dividend yield above 5%.

New Murchison Gold (ASX: NMG): Pay for the Current Gold, Get the Exploration Potential for Free

Mar 14, 2026

Proactive Equities Team

New Murchison Gold Limited is a small Australian gold producer operating the Crown Prince mine in Western Australia. The company recently transitioned from exploration to production and is generating strong cash flow from high-grade ore sold to Westgold Resources Limited. Exploration at nearby targets and potential underground mining could extend the project’s life and add future growth potential.

These ASX stocks give you exposure to the rising interest in defence spending

Mar 14, 2026

Proactive Equities Team

Rising geopolitical tensions and military modernisation are driving a surge in global defence spending, which exceeded US$2.6 trillion in 2025. Australia is also increasing defence investment, with spending expected to approach A$100 billion by 2034. As a result, ASX-listed companies involved in defence technology, shipbuilding and security systems are gaining investor attention as part of a long-term growth trend.

Electro Optic Systems (ASX: EOS): Pricing the Counter-Drone and Laser Defence Opportunity

Mar 14, 2026

Proactive Equities Team

Electro Optic Systems develops remote weapon systems, counter-drone platforms and laser defence technologies for military customers. Despite strong order-book growth and rising defence demand, the company still generates operating losses and negative cash flow. Its valuation is largely based on future growth in counter-drone and directed-energy defence systems.

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