How much of every dollar does a business keep? For TSMC (NYSE: TSM), it’s about 51 cents. The Taiwanese chipmaker brought in almost $47 billion in the September quarter, and kept about $24 billion in net profit. That’s because TSMC makes the world’s most advanced chips for other companies, including the ones powering AI. And hardly anyone else can make them, so customers pay up. TSMC expects to bring in even more next quarter, up to $54 billion. But that’s a forecast, and it depends on the AI boom continuing. Here’s TSN’s Take. Don’t just ask how much a company sells; ask how much it keeps. At TSMC, that’s half of every dollar. #AI #tech #stocks #money #investing

Far East Gold (ASX:FEG) shareholders have backed the Board majority at extraordinary general meeting, voting to remove three directors. The gold and copper explorer is advancing its Idenburg gold project in Indonesia. Its largest shareholder, Xingye, has called a second meeting for 3 November to remove four directors, including the CEO. FEG Managing Director and CEO Shane Menere joins The Stock Network's Izaac Ronay to discuss the vote, the next meeting on 3 November, the Money of Mine commentary and the company's talks with potential partners and investors. ⚒️ Securing shareholder backing at the EGM 🗓️ Preparing for the 3 November meeting 🤝 Resetting the relationship with Xingye 🎙️ The Money of Mine commentary 🚀 Looking ahead, funding, partnerships and asset-level transactions Watch the full interview ⚡ youtube.com/watch?v=p45EfUj8… @FEG_LTD $FEG

Southern Palladium (ASX:SPD, JSE:SDL) Executive Chairman Roger Baxter is speaking at Rockstars Mining Investor Event this October, discussing the company’s progress at its Bengwenyama platinum group metals and chrome project in South Africa. The updated study has increased the project’s valuation by 129% to US$1.96 billion. Roger joins The Stock Network’s @LelSmits to discuss the drivers behind the improved valuation, financing pathways and the project’s development outlook. TSN Interview: 📈 Project valuation more than doubles to US$1.96 billion ⛏️ Moving towards financing and development ⚡ Watch the full interview: youtube.com/watch?v=nCZMh5FG… Rockstars Mining Investor Event: 📍 Hinchcliff House, Sydney 🗓️ Tuesday, October 27 👉 eventbrite.com/e/rockstars-m… @Southern_Pd $SPD

Far East Gold (ASX:FEG) is advancing a potential pathway to gold production in Indonesia, signing a strategic alliance MoU with PT Puncakbaru Jayatama, a subsidiary of Indotan Indonesia, to progress the Bengkulu Gold Project and pursue funding opportunities across its portfolio. 🇮🇩 Targets gold production by assessing staged development at Bengkulu, supported by existing processing infrastructure and camp facilities. 🤝 Leverages operational expertise through a partnership with an Indonesian mining operator with more than 30 years of industry experience. 🪓 Advances project ownership through a proposed staged acquisition of a controlling interest in Bengkulu, linked to development and operational milestones. “This strategic alliance is an important step in building Far East Gold into a broader gold exploration, development and potentially producing business.” Shane Menere, CEO & MD “PTPJ brings more than three decades of Indonesian exploration and mining experience, including exploration, technical support and production with leading global operators.” Daud Erikson Silitonga, PT Puncakbaru Jayatama President Director ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @FEG_LTD $FEG

The Stock Scoop ⚡ Eye spy stocks Read our latest newsletter here 👉 newsletter.thestocknetwork.c… Investor events are in flight and it's the season for spying new stocks, starting off with Australia's newest defence stock Overwatch Technologies (ASX:OWL) that has the former Commissioner of the Australian Border Force, Michael Outram, on its Board. This week's big event was TeamInvest Private Group's (ASX:TIP) conference, pulling a sold out crowd of investors in Melbourne, with eight listed company leaders TSN interviewed. As with all investing, keep your eyes on the future but your feet on the facts. This edition features: @_overwatchtech (ASX:OWL) Tasmea (ASX:TEA) Rivco Australia (ASX:RIV) @CenturiaCapital Group (ASX:CNI) @Cogstate (ASX:CGS) @alcidion (ASX:ALC) @BotanicsEcs (ASX:ECS) Solvar (ASX:SVR) @Glencore (ASX:GLC) @Identifai_Gen (ASX:ID1) EuropaMetals (ASX:EUZ) 👇 Subscribe for free stock news, interviews & investor education newsletter.thestocknetwork.c…

Critica Chairman Tim Lindley shares why tungsten is so important and why countries are racing to build their own supply chains. Tungsten is a critical metal used across defence, aerospace, electronics and advanced manufacturing, valued for its exceptional hardness and extremely high melting point. 🌏 Essential for defence, industrial tools and advanced technologies. ⛏️ Countries are strengthening domestic supply chains. 🚀 Growing demand is highlighting tungsten’s strategic importance. Watch the full interview ⚡ youtube.com/watch?v=LnJXzmnT… @Critica_CRI $CRI

Do you know who actually owns your life insurance? For millions of Aussies, it’s Japan’s Dai-ichi Life, which owns TAL. Now TAL wants to buy Challenger (ASX: CGF), Australia’s biggest annuity provider. It already owns about a fifth, and has offered $11.80 a share for the rest in a deal that values Challenger at about $8 billion. Why? Japan’s customer base is shrinking. Its population is ageing and falling, so its insurers are buying growth overseas, in places like Australia. Here’s TSN’s Take. When a home market stops growing, companies go looking for one that hasn’t. Follow the demographics, and you’ll see where the money’s heading. #money #investing #stocks #finance #retirement

Wiluna Mining Corporation has listed on the ASX with the ticker code of WMC. It is a gold mining and exploration company that owns and operates the WA-based Wiluna Gold Mine located at the northern end of the Yilgarn Craton, Australia’s largest gold enriched geological terrane. Wiluna Mining also owns extensive existing underground and processing infrastructure. This infrastructure includes a plant that has been processing tailings and fresh ore under a toll treatment agreement for the Golden Age Cutback since 2023. Wiluna Mining plans to undertake significant drilling programs that will re-establish underground and surface mining opportunities within its tenements. Board of Directors: Independent Non-Executive Chairman - Martin Alciaturi; Managing Director - Victor Rajasooriar; Independent Non-Executive Director - Deborah Lord; Independent Non-Executive Director - Richard Holder; Proposed Independent Non-Executive Director - Craig McGown; Proposed Independent Non-Executive Director - Leigh Junk; Proposed Independent Non-Executive Director - Deanna Carpenter Senior Management: Chief Financial Officer - Robyn McKenzie; General Manager – Operations - Bryan Watson Media: The Stock Network, Lel Smits

Starpharma (ASX:SPL, US OTC:SPHRY) is advancing its targeted oncology pipeline. 🔬 Advanced DEP® HER2-Lu towards the first-in-human Phase 1 clinical study, submitting the Clinical Trial Application in Europe and completing manufacture. 🧬 Increased ownership in Petalion Therapeutics, strengthens its position in targeted cancer treatments with its FAP-targeted DEP® oncology program. 🤝 Building on its dendrimer technology platform to progress targeted oncology opportunities, including progressing partnerships with Genentech and Radiopharm Theranostics. ⚕️ Strengthened balance sheet with $34.4 million in cash at quarter-end, increasing to $37.9 million pro forma following receipt of an $3.5 million R&D tax incentive. “Starpharma continues to build momentum, advancing our lead radiopharmaceutical program and strengthening our targeted-oncology portfolio." Cheryl Maley, CEO and Managing Director ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @Starpharma_ASX $SPL

Pengana Private Equity Trust (ASX:PE1) is lifting its target distribution to at least 6%, introducing quarterly payments and targeting long-term returns of 10 - 14%. Listed on the ASX since 2019, the trust provides Australian investors with access to more than 600 private companies globally, including its largest holding, @SpaceX Exploration Technologies Corp (SPCX:NASDAQ). Following strong performance over the past year and portfolio realisations, Pengana Capital Group Investment Specialist Will Dougall joins The Stock Network's @LelSmits to discuss what's driving the changes, how the portfolio is performing and what investors can expect next. 📈 Boosting investor distributions to 6% 🌎 Delivering returns across global private markets 💵 Targeting 10–14% returns with quarterly payments Watch the full interview ⚡youtube.com/watch?v=3fYLOgYy… @Pengana_Capital #PE1

Mitchell Services (ASX:MSV) operates rigs for miners across Australia and has just reported record quarterly earnings, along with a world first in drilling for @bhp Group (ASX:BHP) through its Loop decarbonisation business. The driller, a name in Australian mining since 1969, is seeing strong demand from gold and copper miners as high prices lift drilling budgets. Mitchell Services Chief Executive Officer Andrew Elf joins The Stock Network's @LelSmits to discuss the record September quarter, the BHP well and the push to put more rigs to work. 📈 Lifting quarterly earnings to a record at Mitchell Services ⚒️ Intersecting well from inside an open-cut pit for BHP 🏗️ Adding rigs to meet gold and copper demand Watch the full interview ⚡ youtube.com/watch?v=1X5YxOGO… #mitchellservices $MSV

Epiminder (ASX:EPI) has passed 100 patient enrolments in its US DETECT study, advancing ahead of schedule across more than 20 US centres. The study is evaluating the Minder System, an implant placed under the scalp that records brain activity around the clock for people whose epilepsy remains undiagnosed after hospital monitoring. With funding secured well into 2028, CEO Dr Rohan Hoare joins The Stock Network’s @LelSmits to discuss the enrolment milestone, clinical insights and the pathway towards reimbursement and early revenue. 🧠 Reaching 100 patient enrolments 🔬 Advancing the DETECT study 💊 Progressing towards reimbursement and revenue Watch the full interview ⚡ youtube.com/watch?v=yA4bARnW… #epiminder $EPI

When everyone’s renovating, who’s guaranteed to get paid? Tradies. And the data centre boom has tradies too. SHAPE Australia (ASX: SHA) has just won a contract worth about $800 million to expand a data centre in Sydney. That’s what investors call a picks and shovels play. SHAPE doesn’t have to know which tech giant wins the AI race. It gets paid to build the sheds they all need. But there’s a catch. It’s a fixed price, so just like a tradie’s quote, if costs blow out, SHAPE wears it. Here’s TSN’s Take. In a building boom, the tradies get paid. But a fixed price is a promise, and the builder pays for every surprise. #AI #stocks #money #fintok #tech

KGL Resources (ASX:KGL) has received the green light to build its wholly owned Jervois Copper Project in the Northern Territory following a final investment decision. Since its last interview with The Stock Network in August, KGL has received the full early deposit from Wheaton Precious Metals, joined the All Ordinaries Index and appointed a new independent director. CEO Sam Strohmayr joins The Stock Network’s @LelSmits to discuss the construction timeline, Jervois processing plant and the pathway to first copper. 🏗️ Moving Jervois into construction ⚙️ Building the processing plant ⛏️ Advancing towards first copper Watch the full interview ⚡youtube.com/watch?v=QtqoOZFA… @KGLResources $KGL

Alcidion (ASX:ALC) Managing Director and CEO Kate Quirke is speaking at the @TIPGroup_Ltd Conference, discussing the expansion of its Miya Precision healthcare software platform across hospitals in the UK, Australia and New Zealand, following a record financial year with revenue up 27% and positive operating cash flow. With an expanded contract secured with Northern Care Alliance NHS Foundation Trust, Kate joins The Stock Network’s @LelSmits to explore upgrading existing hospital customers, competing for hospital contracts and Alcidion’s growth outlook. TSN Interview: 🏥 Upgrading existing hospital customers to Miya Flow 🇦🇺 Competing for NHS and Australian hospital contracts ⚡ Watch the full interview: youtube.com/watch?v=PXSe2dK8… Register for TIP's conference: 🗓️ Wednesday 21 October 2026 📍 The Glass House, Melbourne 👉 tipgroup.com.au/tip-conferen… @alcidion $ALC

Cogstate CEO and Managing Director Brad O’Connor is speaking at the @TIPGroup_Ltd Conference, discussing the company’s cognitive testing technology supporting clinical trials across Alzheimer’s disease, sleep, rare disease and psychiatry. Following a record year, Cogstate is supporting more trials than ever while returning capital through dividends and a share buy-back. Brad joins The Stock Network’s @LelSmits to discuss recent bipolar and depression trial wins, clinical technology partnerships and the role of AI in improving trial operations. TSN Interview: 🧠 Landing late-stage bipolar and depression trials through clinical technology partnerships 🤖 Using AI and automation to improve clinical trial operations ⚡ Watch the full interview: youtube.com/watch?v=_dF_KmKb… Register for TIP’s conference: 🗓️ Wednesday 21 October 2026 📍 The Glass House, Melbourne 👉 tipgroup.com.au/tip-conferen… @Cogstate $CGS

How much of your everyday life runs on a company you’ve probably never heard of? For a lot of Aussies, that’s @Glencore (ASX:GLC). It’s the biggest producer of coal, cobalt, nickel, lead and zinc in Australia. The Swiss company has just started trading on the ASX, but its main listing stays in London, with another in Johannesburg. And the pitch to Aussie investors? Copper. Glencore says it has a clear path to becoming one of the world’s biggest producers. But its coal and trading businesses are bringing in the cash right now. Here’s TSN’s Take. A new listing is a sales pitch, so look past the growth story and check what's actually paying the bills today. #mining #Copper #ASX #Investing #stocks

Tasmea Managing Director Stephen Young is speaking at the @TIPGroup_Ltd Conference, discussing the group’s record FY26 result, upgraded FY27 earnings guidance and growing opportunities across data centres, resources and energy. Following the completion of the Maxim and JPS acquisitions and the build-up of a record order book, Stephen joins The Stock Network’s @LelSmits to explore Tasmea’s growth strategy, electrification demand and the outlook for the year ahead. TSN Interview: 🏗️ Building a high-return growth platform ⚡ Data centres: Maximising a major growth opportunity ⛏️ Resources and energy: The core earnings engine 🚀 Entrepreneurial growth, disciplined risk 👉 Watch the full interview: youtube.com/watch?v=3JiIDbur… Register for TIP's conference: 🗓️ Wednesday 21 October 2026 📍 The Glass House, Melbourne 👉 tipgroup.com.au/tip-conferen… #tasmealimited $TEA

ECS Botanics Managing Director Nan-Maree Schoerie is speaking at the @TIPGroup_Ltd Conference, discussing the company’s transition to positive EBITDA and operating cash flow in FY26 as branded sales doubled. Following its launch in Germany, ECS has secured a supply agreement with Curaleaf Laboratories to expand into the UK medicinal cannabis market. Nan-Maree joins The Stock Network’s @LelSmits to discuss production cost reductions, international expansion and opportunities across the UK and Europe. TSN Interview: 🌱 Cutting ECS Botanics' cost of growing medicinal cannabis 🌍 Taking Australian-grown medicinal cannabis into the UK and Europe ⚡ Watch the full interview: youtube.com/watch?v=DU0ytKpB… Register for TIP's conference: 🗓️ Wednesday 21 October 2026 📍 The Glass House, Melbourne 👉 tipgroup.com.au/tip-conferen… @BotanicsEcs $ECS