ASX Runners: Lumos, Tali Resources, Osteopore, | Australian Markets

New document highs on the ASX? Yawn. Market speculators are at it again, betting large on an “inevitable” August rate of interest cut after Australian employment figures got here in softer than a summer season breeze.

The Reserve Bank is being cautious and nonetheless desires to eyeball the quarterly inflation information earlier than it jumps. But the market’s already off to the races, hovering more than two per cent from Thursday morning prefer it’s bought someplace to be.

Tech and healthcare sectors had been the week’s winners, gaining 2.5 and a couple of per cent respectively, whereas more importantly snagging three of the 4 Runners spots this week.

The world’s greatest miner BHP was additionally smashing information as its latest South Flank mine amazingly ran above nameplate capability in its first yr.

The company says it has additionally pumped out some 2 million tonnes of copper group-wide, a document haul for the purple metallic that’s flying because of United States President Donald Trump and his favorite phrase – tariffs.

DroneShield soared on the week as defence stocks proceed to growth in 2025. The counter-drone technology company stacked 30 per cent onto its share price on the announcement that its Sydney-based manufacturing facility will develop.

At the smaller and more thrilling finish of the market, the long underperforming small caps sector is stirring from its almost three-year hibernation. Just 29 new listings had been made in 2024 – the bottom quantity in 20 years.

This week noticed two assets corporations hit the boards and fly off the cabinets: Gold play Ballard Mining ran up 80 per cent on the week and West Arunta hopeful Tali Resources spiked 125 per cent on day one of its itemizing Friday.

This week’s Bulls N’ Bears Runners record consists of a promising combine from the booming tech and health sectors and the thrilling West Arunta newcomer Tali Resources, with the highest spot snagged by an modern diagnostics participant scoring large within the promised land of healthcare – the US.

LUMOS DIAGNOSTICS (ASX: LDX)

Up 176% (2.9c – 8c)

Bulls N’ Bears’ Runner of the Week is healthcare options company Lumos Diagnostics, which shot out of a cannon after asserting it had signed a pivotal, unique US distribution and provide settlement with PHASE Scientific International, valued up to US$317 million (A$487 million).

Lumos is a chief in fast point-of-care (POC) diagnostic applied sciences and specialises in developing and commercialising checks to help medical doctors precisely diagnose and handle infectious ailments.

Its flagship product, FebriDx, is a fast take a look at that differentiates bacterial from viral respiratory infections in simply 10 minutes utilizing a finger-stick blood pattern. Importantly, the technology may help tackle antibiotic overuse by offering clear scientific steerage for prescriptions.

With operations within the US, mainland China and Hong Kong, PHASE is a multi-billion-dollar participant delivering novel diagnostic instruments and providers for most cancers and infectious ailments utilizing proprietary applied sciences.

The settlement is for the unique distribution of FebriDx for six years within the juicy US market – news that noticed Lumos’ share price skyrocket 176 per cent to a high of 8 cents on Wednesday on a large $6.5 million in stock traded.

The settlement includes a US$1 million (A$1.54 million) non-refundable exclusivity fee on signing and an extra US$7.5 million in non-refundable pay as you go buy orders, payable in three tranches.

Punters are betting in droves on Lumos’s potential to remodel respiratory diagnostics within the world’s largest healthcare market. This deal isn’t nearly {dollars} and cents, it aligns Lumos with PHASE Scientific’s established US community and its confirmed model monitor document of more than 100 million take a look at gross sales. With antibiotic resistance a growing international concern, Lumos’s tech may save healthcare systems billions, whereas enhancing affected person outcomes. This week’s share price surge may very well be a mere appetiser for what’s to come back if the US Food and Drug Administration offers a inexperienced gentle.

TALI RESOURCES LTD (ASX: TR2)

Up 125% (20c – 45c)

Diving late on the line to complete a close second is ASX newcomer Tali Resources, which has seen the best day-one itemizing efficiency in years. The company’s share price shot up a large 120 per cent on Friday after the names behind the West Arunta darling and 100-bagger WA1 Resources moved whereas the iron is sizzling to raise $7.5 million to chase giant copper deposits within the red-hot West Arunta area.

The West Arunta area, close to the Western Australian-Northern Territory border, is Australia’s latest geological frontier. Tali, which was spun out of Agrimin Limited and is led by WA1 Resources director Rhys Bradley, says it controls a large 4000 sq. kilometres of tenements within the coveted area. The tenements are adjoining to WA1’s Luni niobium-rare earths discovery.

Tali’s mission is strategic exploration to establish large-scale mineral deposits and replicate its earlier success, this time with copper as the first goal.

Punters clearly see Tali’s potential to repeat WA1’s success, with its huge tenement package deal and give attention to copper, a metallic in red-hot demand for the worldwide clean vitality transition. The feeding frenzy on the primary day of trading was evident as more than $1 million in stock was traded for to a high of 45c per share from a raising price of 20c..

The $7.5 million conflict chest offers Tali the firepower to launch aggressive exploration, with drilling plans set to check high-priority targets throughout its sprawling tenure.

Its share price bought off to a sizzling begin, already doubling on day one, however Tali nonetheless has a long option to go to stay up to WA1’s dream 2022 IPO.

OSTEOPORE LTD (ASX: OSX)

Up 100% (1c – 2c)

Taking out bronze on this week’s Runners of the Week record was regenerative medication company Osteopore Limited. The company shot out of the gates early after it locked in profitable market approval for its 3D-printed implants in Switzerland underneath the European Union’s medical system laws. Osteopore’s patent-protected scaffolds are made utilizing a proprietary manufacturing method with a polymer that naturally dissolves over time as it’s changed by healthy, new growth bone tissue. The bio-resorbable implants stimulate natural bone therapeutic and can be utilized in neurosurgery, orthopaedics and craniofacial purposes to considerably cut back post-surgery issues generally related to everlasting bone implants.

Operating globally, together with in Europe, Asia and the US, Osteopore companions with giants akin to Zimmer Biomet to distribute its modern implants.

The company’s share price doubled on Monday to close at 2c per share up from a close final week of 1c on a helpful $1 million in traded stock.

The company says its high-value implant vary supplies market chief Zimmer Biomet with alternatives to offer high-value implants to the Swiss and better European markets to enrich its vary of off-the-shelf neurosurgical and craniofacial implants.

This week’s milestone follows Osteopore’s 2023 transition and a 2024 unique distribution deal with Zimmer Biomet, finishing its portfolio for off-the-shelf and customized implants focusing on Europe’s US$527.6 million cranial implant market. The market is projected to hit $26.7 billion for customized implants by 2029.

Investors jumped on the news, seeing Osteopore’s Swiss clearance as a gateway to broader European adoption, particularly with Zimmer Biomet’s clout driving gross sales in high-value markets.

Osteopore’s tech is easy however good in a world the place conventional implants simply needed a tech facelift. With Europe’s customized implant market taking a look at explosive growth, this week’s share price surge displays what may lie forward for the struggling biotech.

CLEARVUE TECHNOLOGIES LTD (ASX: OSX)

Up 93% (14c – 27c)

Snagging our remaining Runners’ spot and completely flying this week is green-tech company ClearVue Technologies, which says it is able to roll out its full vary of breakthrough photo voltaic façade merchandise that promise to remodel a glazed building into a photo voltaic photovoltaic array.

The company not too long ago underwent a management refresh and on Wednesday introduced that its totally licensed vary of vacuum-integrated photo voltaic glazing merchandise, together with cladding and spandrels, was prepared for order and quick deployment in initiatives.

The modern company performs within the building-integrated photovoltaic (BIPV) sector, developing photo voltaic glazing that generates electrical energy whereas reducing vitality utilization and sustaining glass transparency for aesthetic building design.

Its vacuum-insulated glazing (VIG) models, developed with LandGlass Technology’s LandVac, combine photo voltaic technology into home windows and façades, focusing on sustainable construction and net-zero buildings.

Operating primarily in Australia with a give attention to Asian markets akin to Hong Kong, ClearVue’s options meet stringent fire security requirements for high-rise and high-risk environments.

The company has been turning heads this week, and noticed its share price surge 93 per cent to a 27c close on Friday, after ClearVue launched stellar outcomes from a trial of its VIG models within the headquarters of Hong Kong’s Electrical and Mechanical Services Department.

The trial confirmed a 4.6-year payback period (2.6 years with subsidies) and the potential to offset 74-125 per cent of a 40-storey building’s vitality wants.

With certifications in place and a new Hong Kong subsidiary plus an R&D three way partnership with LandVac, buyers piled in to guess on ClearVue’s potential to capitalise on Asia’s sustainable building growth.

The company says its technology is a excellent match for city centres racing towards net-zero carbon targets, particularly in Asia the place high-rise construction is booming.

With its Hong Kong trial success, coupled with a U-value of 0.58 – trouncing customary home windows – ClearVue is nicely positioned as a chief in energy-efficient building design.

With Hong Kong’s authorities endorsement and plans for additional R&D, the company is poised to show skyscrapers into energy plants, making this week’s share price soar a tantalising trace of the inexperienced revolution ClearVue may unleash globally.

EVION GROUP NL (ASX: EVG)

Up 47% (1.9c – 2.8c)

Runners’ this week consists of a notable point out for important minerals participant Evion Group NL. Evion kicked into gear on Tuesday, revealing it had been recognised by the European Union as a important uncooked supplies provider for its flagship Maniry graphite project within the rising mining jurisdiction of Madagascar.

Management has not too long ago been jet-setting to conferences with EU-backed funding companions to debate infrastructure upgrades to help the project’s large export capability. Evion desires to carve out a area of interest as a key provider for the worldwide clean vitality transition and says it’s targeted on developing high-quality graphite deposits to feed booming demand for battery anode supplies, significantly for electric autos and renewable vitality storage. It goals to place itself as a important hyperlink within the international provide chain for this important uncooked materials.

As Europe scrambles to diversify its graphite provide away from dominant gamers akin to China, Evion’s strategic engagement with European officers indicators a fast-tracked development timeline for Maniry.

The transfer despatched the company’s share price sprinting 47 per cent from 1.9c on the close final Friday to a high of 2.8c at the moment. With graphite’s function within the inexperienced revolution growing, the $10 million market-capped Evion is more than close to gatecrashing the ASX’s Runners record. It may very well be one to watch if these EU offers flip into {dollars}.

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