Hi Guys,
4DMedical Ltd (4DX) is now a very topical, $1.5bn medical tech innovator specialising in advanced 4D lung imaging software and tools that enhance the detection, diagnosis and monitoring of respiratory conditions. Forecasted revenue of just $7.5m in FY26 illustrates the substantial growth already built into the stock.
The main risks appear to be the fact that hospitals move cautiously, with long procurement and validation timelines meaning revenue growth can lag technological success – not ideal for a company that burns cash.
- Converting clinical interest into repeat, paying customers is critical and not guaranteed. Scaling sales in the US healthcare system can be complex and costly.
4DX is a high-risk, high-reward stock which technically looks good while it can trade above $2.45.
Acusensus (ACE) is a small $226mn tech company specialising in AI-enabled road safety and intelligent traffic enforcement solutions. This is a volatile stock that’s doubled and then dropped by ~30% in just a matter of weeks.
While ACE still losses money the company reported better-than-expected revenue growth for FY25 along with stronger forward guidance, which effectively was an earnings upgrade. Revenue is now expected to reach almost $84mn for FY26, up more than 40% YoY.
- As you mentioned the company has successfully raised $30mn at $1.50, within a few cents of where it was trading last week – this adds balance sheet flexibility to a business already growing nicely.
ACE is another high risk, high reward play that looks good while it can hold above $1.20, around 25% below where it was trading last week.
