DOORDASH INC.

DoorDash, Inc. (DASH) shares up 49.8% since first Big Money outlier inflow signal last November.» Mehr auf fxempire.com

Orthocell Ltd (ASX:OCC, OTC:ORHHF) has posted record quarterly revenue of A$2.73 million for the June 2025 quarter, up 22.8% on the prior March quarter, driven by accelerating sales of its flagship nerve repair product, Remplir™, in Australia, ahead of expected uptake in the United States. This record marks the company’s fifth consecutive record-breaking result. Notably, the June quarter result does not yet reflect contributions from US Remplir sales, which are set to ramp up in the first half of FY26. A strong balance sheet with ~A$28.5 million cash and no debt places Orthocell in a solid position to scale its commercial footprint globally. Orthocell’s record performance reflects increasing adoption of Remplir™ by more than 200 surgeons across over 165 Australian hospitals. The June quarter result maintains a compound quarterly growth rate (CQGR) of 9.5% over the past three years. Surgeons are reportedly attracted to Remplir’s consistent and superior clinical outcomes, reinforcing its value as a nerve regeneration solution. Demand for the product remains robust, contributing to the A$2.73 million revenue figure achieved without US sales included. “Achieving a record of $2.73 million in revenue for the June quarter reflects the continued strong market response to our market leading products Striate and Remplir. This outstanding result is driven by growing demand from surgeons in our existing markets and lays a solid foundation for our US expansion which we expect to ramp up in the first half of FY26,” Orthocell CEO and managing director Paul Anderson said. Orthocell is progressing toward a full-scale rollout of Remplir™ in the United States. The company recently marked a major milestone with the first surgical use of the product in the US market. A network of 14 specialist nerve distributors is expected to support the expansion into 25 US states, positioning Orthocell to access a market estimated at US$1.6 billion. Commercial traction in the US is forecast to accelerate throughout FY26 as awareness and surgical experience grow. “We’re seeing our commercialisation strategy in Australia starting to bear fruit and we are confident this will be replicated on a much larger scale in the US. With our highly experienced US distributors appointed and our first surgical use completed after achieving FDA clearance, we are well-positioned to accelerate growth in the US$1.6 billion nerve repair market over the coming months,” Anderson said. Remplir™ is a collagen wrap designed for use in peripheral nerve repair, with clinical data indicating improved regenerative outcomes over standard suture techniques. This includes faster return of function and higher-quality nerve restoration. Globally, Orthocell is targeting a nerve repair market estimated at more than US$3.5 billion, with approximately 2 million procedures performed annually across key markets including the United States, the European Union, Australia and Asia. With no debt and about A$28.5 million in cash reserves, the company is well-capitalised to drive product uptake and revenue growth in both established and new territories. The company’s commercial strategy is expected to continue delivering results as it scales up Remplir™ distribution and develops its broader regenerative medicine portfolio. Investors will have the opportunity to hear directly from Orthocell’s executive team during a webinar scheduled for Wednesday, July 2, at 10 am WST/12 pm EST. DoorDash Inc (NYSE:DASH) has earned a price target boost from Oppenheimer analysts, who raised their price target to $280 from $220, citing stronger-than-expected third-party data and an uptick in advertising revenue that signals accelerating profitability. Shares of DoorDash traded up about 2% at $246 on Monday afternoon. The analysts maintained their ‘Outperform’ rating on the stock, forecasting a compound annual growth rate (CAGR) of 30% in adjusted EBITDA through 2027. Oppenheimer’s revised model incorporates an expanded advertising opportunity, projecting $2.6 billion in ad revenue by 2027, up from roughly $1 billion today, based on just 2% of DoorDash's gross bookings, in line with current levels at Uber. While grocery expansion is expected to dilute the core take rate by 70 basis points, analysts still see EBITDA margins improving from 2.8% of gross bookings in 2025 to 3.5% in 2027. “We see multiple paths for DoorDash to reach $4.5 billion in 2027 EBITDA, even excluding the pending Deliveroo acquisition,” the analysts wrote, noting DoorDash’s strategic flexibility to either reinvest advertising profits into lower-margin categories like grocery or preserve margin expansion through a leaner model. Third-party data from Apptopia indicates that second-quarter order growth is tracking at 18.6% year-over-year, above Oppenheimer’s prior estimate of 16% and in line with the Street’s consensus. That strength prompted a 1% bump to the firm’s FY25 gross order value (GOV) forecast and a 2% increase for FY26. Although not yet included in their formal model, the analysts estimate that the acquisition of Deliveroo could boost 2027 EBITDA by 9%, assuming Deliveroo’s gross order value grows at a 5% CAGR and reaches margin parity with DoorDash by then. This would imply a purchase multiple of about 7x 2027 EBITDA for the UK-based delivery firm. DoorDash’s updated valuation reflects a 23x multiple on 2027 EBITDA including Deliveroo, representing a 36% premium to peers, which Oppenheimer argues is justified by the company’s expected 51% faster organic EBITDA growth from 2024 to 2027. That compares to Spotify and Netflix trading at roughly 32x and 30x, respectively.» Mehr auf proactiveinvestors.com

An A$2.5 million (US$1.6 million) payment for the sale of Cyprium Metals Ltd (ASX:CYM, OTC:CYPMF)’s surplus TM-2500 generators comes just days after the company secured a suite of key regulatory approvals and amendments, paving the way for Phase 1 redevelopment at its Nifty Copper Complex in Western Australia. The company is thus well funded to advance with the planned restart of the cathode production plant. “We have been focused on unlocking value from within the Cyprium portfolio for our shareholders. This sale of surplus equipment is just one example. The ultimate sale transaction has taken longer than expected as we have worked through the new tariff and international trade environment with our US-based purchasers. We remain on track with physical and transaction logistics to complete in the coming quarter,” Cyprium executive chairman Matt Fifield said. The incremental payment leaves the balance at A$5 million (US$3.2 million), which is expected in the third quarter of 2025. The transaction timeline has been extended due to changes in international trade dynamics affecting the US-based purchaser. The company confirmed that the completion date has been pushed into the third quarter, with the buyer amended from USP&E North America to include USP&E client Mobile Power Solutions LLC. The payment milestone is contingent on the achievement of key logistics and export requirements. With the latest instalment, Cyprium has now received US$2.8 million (A$4.3 million) of the agreed sale amount. The outstanding US$3.2 million (A$5 million) is anticipated once remaining milestones are met, bringing the total transaction value to US$6 million. The flagship Nifty Copper Complex has a history of substantial copper production from both oxide and sulphide mineralisation. Cyprium is focused on the redevelopment of Nifty, leveraging existing infrastructure, an extensive historical dataset, large-scale resource inventory, current operational approvals, and recent capital investment to support its strategy. DoorDash Inc (NYSE:DASH) has earned a price target boost from Oppenheimer analysts, who raised their price target to $280 from $220, citing stronger-than-expected third-party data and an uptick in advertising revenue that signals accelerating profitability. Shares of DoorDash traded up about 2% at $246 on Monday afternoon. The analysts maintained their ‘Outperform’ rating on the stock, forecasting a compound annual growth rate (CAGR) of 30% in adjusted EBITDA through 2027. Oppenheimer’s revised model incorporates an expanded advertising opportunity, projecting $2.6 billion in ad revenue by 2027, up from roughly $1 billion today, based on just 2% of DoorDash's gross bookings, in line with current levels at Uber. While grocery expansion is expected to dilute the core take rate by 70 basis points, analysts still see EBITDA margins improving from 2.8% of gross bookings in 2025 to 3.5% in 2027. “We see multiple paths for DoorDash to reach $4.5 billion in 2027 EBITDA, even excluding the pending Deliveroo acquisition,” the analysts wrote, noting DoorDash’s strategic flexibility to either reinvest advertising profits into lower-margin categories like grocery or preserve margin expansion through a leaner model. Third-party data from Apptopia indicates that second-quarter order growth is tracking at 18.6% year-over-year, above Oppenheimer’s prior estimate of 16% and in line with the Street’s consensus. That strength prompted a 1% bump to the firm’s FY25 gross order value (GOV) forecast and a 2% increase for FY26. Although not yet included in their formal model, the analysts estimate that the acquisition of Deliveroo could boost 2027 EBITDA by 9%, assuming Deliveroo’s gross order value grows at a 5% CAGR and reaches margin parity with DoorDash by then. This would imply a purchase multiple of about 7x 2027 EBITDA for the UK-based delivery firm. DoorDash’s updated valuation reflects a 23x multiple on 2027 EBITDA including Deliveroo, representing a 36% premium to peers, which Oppenheimer argues is justified by the company’s expected 51% faster organic EBITDA growth from 2024 to 2027. That compares to Spotify and Netflix trading at roughly 32x and 30x, respectively.» Mehr auf proactiveinvestors.com