Comcast
Comcast Corporation – Class A Common plans to spin off its NBCUniversal and Sky businesses into a new publicly traded company, just months after completing its separation of the Versant brands.

S32
Significant focus remains on the miner following the announcement of plans to divest its aluminium value chain assets to Alcoa for up to US$5.6 billion.

Micron
Micron Technology, Inc. – Common
Q3 revenue $41.46 billion +345.8% Y/Y increase, which is simply ridiculous to think about! The margin story is also impressive as non-GAAP gross margin stood at 84.9%.
Segment-wise – Core data centre 7x to $11.5B, cloud memory hit $13.8B and even automotive and embedded more than quadrupled to $4.6B.
Cash generation has also been phenomenal as operating cash flow stood at $25.4B and adj. FCF at $18.3B

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Fortescue
Fortescue add to watchlist and look for the price action to cross above the 10-day average.

Lendlease
Update 29/6: Hold

Update 26/6: Hold

Update 17/6: Hold and consider lifting the stop loss to $2.82


Avita Medical
Avita Medical is a commercial-stage regenerative medicine company focused on acute wound care and therapeutic skin restoration.
- Market Capitalization: ~AUD $170.81M – $174.95M
- Earnings Per Share (EPS): -AUD $0.452 (unprofitable)
- Performance (2026 YTD): +3.33% (though down roughly 27% over the past 12 months as the company works to scale and reduce cash burn).
Revenue Growth: Q1 2026 revenue reached $19.3 million USD, a 4% year-over-year increase and a 10% sequential increase from Q4 2025, showing gradual recovery following reimbursement and distribution disruptions in late 2025.



