04/05/2026 16:49

Chrysos (ASX:C79) $7.02

C79 -4.49%: Provided a trading update today where guidance was mildly below current consensus, sending shares lower.

Read more

22/04/2026 09:40

Portfolio Amendment – Emerging Companies Portfolio

As discussed in the AM note this morning (here), the risk/reward has improved for Chrysos Corp  (C79), and we are using recent weakness to establish a position.

Read more

22/04/2026 09:34

Chrysos Corp Ltd (ASX:C79) $7.58

While we have not pulled the trigger & bought C79 (yet), we continue to think it is one of the more compelling industrial technology names on the ASX, combining genuine IP, a recurring revenue model and direct leverage to activity levels across the gold industry. The company’s PhotonAssay technology is clearly solving a real problem for miners and labs.  Faster turnaround, improved accuracy and a safer alternative to traditional fire assay, and the commercial traction now shows this is well beyond the “promising concept” phase.

Read more

11/02/2026 09:36

Chrysos Corp (C79) $7.60

Gold miners are currently generating exceptional margins, driven by elevated gold prices and good capital discipline. With balance sheets in good shape, capital is increasingly being redeployed into mine life extensions, infill drilling and the development of assets that were previously marginal or uneconomic. This shift is supportive for service providers leveraged to development intensity rather than production volumes,  including Chrysos.

Read more

13/08/2025 09:26

Chrysos Corp (C79) $6.16

C79 reported preliminary results yesterday (i.e. unaudited) that were very strong and point to accelerating momentum in the business. As a refresher, C79 has proprietary technology called PhotonAssay™, developed originally by the CSIRO, which Chrysos now exclusively commercialises.

Read more

10/10/2024 09:22

Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio Today

Read more

09/10/2024 09:26

Chrysos Corp (C79) $5.52

The August FY24 result from Gold testing company Chrysos was solid and slightly beat market expectations, sending the stock higher. As they continue to roll out new testing units, this will drive earnings growth over time. However, the level of growth will be heavily influenced by the deployment schedule, and there are risks to this, particularly in FY25 before FY26 should be a more robust period for them.

Read more

28/08/2024 17:11

Chrysos Corp (C79) $6.15

C79 +5.13%: Reported FY24 results on the 27th August that were a slight beat to expectations and the revised guidance they had recently issued.

Read more

25/07/2024 16:58

Chrysos Corp (C79) $4.99

C79 -9.11% was weak today, although recovered some of the early (sharp) declines after the pace of deployment of new units slowed. Revenue guidance for FY25 of between $60-70m was ~9% below expectations and implies a lower number of units being deployed. While there was some reason for optimism, with 2 new contracted units post quarter with new customers, the overall run-rates have dropped.

Read more

22/05/2024 08:48

Trade Alerts – Emerging Companies Portfolio

We are making a number of changes to the Emerging Companies Portfolio. Selling FCL & GL1, trimming SLX, SFR, CNI & SRG, buying LTR & BWP, and adding to AD8 & C79.

Read more