Eucalyptus
@eucalyptus11.bsky.social
Adoption could accelerate somewhat in coming months as customers complete their trials and dual-plate technology comes online in September. Each unit only generates about $120k in ARR so seems like they'll have to sell quite a few to grow meaningfully.
August 9, 2025 at 11:06 PM
Adoption could accelerate somewhat in coming months as customers complete their trials and dual-plate technology comes online in September. Each unit only generates about $120k in ARR so seems like they'll have to sell quite a few to grow meaningfully.
Seems like they're gaining traction and there's genuine interest from major pharma companies. At first I thought they'd need to raise soon but with expected receipts and option conversion I don't think so.
August 9, 2025 at 10:55 PM
Seems like they're gaining traction and there's genuine interest from major pharma companies. At first I thought they'd need to raise soon but with expected receipts and option conversion I don't think so.
Good to see them heading in the right direction. Fairly muted reaction from the market - hopefully will keep trending higher.
July 24, 2025 at 12:25 PM
Good to see them heading in the right direction. Fairly muted reaction from the market - hopefully will keep trending higher.
Good article. I know a lot of retail shareholders are frustrated with management, perceiving that they don't seem particularly motivated to improve the share price. There is a fair bit of short interest as well (5.76%).
July 4, 2025 at 3:21 AM
Good article. I know a lot of retail shareholders are frustrated with management, perceiving that they don't seem particularly motivated to improve the share price. There is a fair bit of short interest as well (5.76%).
Keep intending to buy in a market pullback - never actually do it. Next time!
July 2, 2025 at 10:42 AM
Keep intending to buy in a market pullback - never actually do it. Next time!
Thanks Shane. Great analysis.
June 17, 2025 at 7:29 AM
Thanks Shane. Great analysis.
Yeah I tend to make bad decisions on market "up days" due to overconfidence. But I also miss a lot of trades because I'm waiting for a pullback. Maybe in 5 years I'll have it all worked out-if I'm not broke by then 😄
June 11, 2025 at 12:54 PM
Yeah I tend to make bad decisions on market "up days" due to overconfidence. But I also miss a lot of trades because I'm waiting for a pullback. Maybe in 5 years I'll have it all worked out-if I'm not broke by then 😄
Head to head trial results due soon. If successful, will most likely provide the impetus to confirm the end of the downtrend. Pretty gutsy move by Clarity to do a H2H so hopefully it'll be rewarded.
June 10, 2025 at 3:35 AM
Head to head trial results due soon. If successful, will most likely provide the impetus to confirm the end of the downtrend. Pretty gutsy move by Clarity to do a H2H so hopefully it'll be rewarded.
No, that's ok. I knew what you meant. I agree with you as well.
May 13, 2025 at 8:04 AM
No, that's ok. I knew what you meant. I agree with you as well.
No. Especially considering housing approvals are down as well.
May 13, 2025 at 7:01 AM
No. Especially considering housing approvals are down as well.
Sure, but if the intention is not to increase taxes on ordinary Australians super via bracket creep, why not index it?
May 9, 2025 at 8:34 AM
Sure, but if the intention is not to increase taxes on ordinary Australians super via bracket creep, why not index it?
I'm wondering how motivated China is to reduce the tariffs. Maybe they'll call the US's bluff and keep the tariffs in place, at least for awhile.
April 30, 2025 at 7:41 AM
I'm wondering how motivated China is to reduce the tariffs. Maybe they'll call the US's bluff and keep the tariffs in place, at least for awhile.
But yes, the trend is good as well 😄
April 30, 2025 at 2:04 AM
But yes, the trend is good as well 😄
I understand Argonaut has a PT of 21c for this one. Morgan's has 25c.
April 30, 2025 at 2:03 AM
I understand Argonaut has a PT of 21c for this one. Morgan's has 25c.
Thanks. It still didn't appear but perhaps it takes a few hours. I was able to add it with the RSS feed though.
April 4, 2025 at 6:23 AM
Thanks. It still didn't appear but perhaps it takes a few hours. I was able to add it with the RSS feed though.
No, I can't see either episode. I'm searching for "ASX small cap wrap"
April 4, 2025 at 4:08 AM
No, I can't see either episode. I'm searching for "ASX small cap wrap"
Thanks, sounds good. Is it meant to be available on Pocketcasts? It's not appearing yet, although happy to watch on YouTube in the meantime.
April 4, 2025 at 2:38 AM
Thanks, sounds good. Is it meant to be available on Pocketcasts? It's not appearing yet, although happy to watch on YouTube in the meantime.
At least you're not like me, who rode it all the way up and all the way back down again.
March 27, 2025 at 6:06 AM
At least you're not like me, who rode it all the way up and all the way back down again.
Looking good. Wish I chose this breakout instead of $NST.
March 24, 2025 at 12:55 PM
Looking good. Wish I chose this breakout instead of $NST.