Telix and Zip Co Lead HotCopper as Guidance Drives Retail Interest

Telix Pharmaceuticals and Zip Co drew the heaviest retail attention on HotCopper this week, each reporting half-year results that pushed revenue and guidance higher. Telix posted a 22% increase in first-half revenue year on year and kept its full-year outlook for revenue and other income above US$1 billion. The stock page shows an Alpha Score of 74 out of 100, reflecting a moderately positive sentiment among users.

Zip Co delivered record FY26 figures and guided to $340 million in cash EBTDA for FY27, a 26% increase. HotCopper discussion focused on whether its US growth and improving margins can sustain the rerating, according to forum posts.

Power Minerals remained a trending stock as investors tracked rare earths drilling at the Morro do Ferro project in Brazil. HotCopper users concentrated on the drilling program and its implications for the broader rare earths story, with links to commodities analysis.

Liontown Resources continued to command attention as the market assessed the Kathleen Valley ramp-up and the FY27 outlook. Operational delivery, lithium pricing, and production improvements were the main themes.

American Tungsten and Antimony was another major topic. Its US subsidiary was selected to enter negotiations with the US Department of Energy for potential funding of up to US$18 million. The news put fresh focus on the company's US antimony project and its role in domestic critical-minerals supply.

BrainChip rounded out the week's most-discussed stocks. It launched the Symphony Community Akida Bundle for IBM's workload management solution. The IBM stock page carries an Alpha Score of 49 out of 100, classified as mixed. HotCopper conversations centred on whether BrainChip can turn its AI technology pipeline into commercial adoption.