Monday’s HotCopper trends: Pureprofile, Metallium, Lotus Resources and other daily topics

With more than 600k average monthly users on the HotCopper forums, each and every discussion can move markets. That’s why getting in front of those red-hot trends is key for every trader worth their salt. In this daily HotCopper Trends column, we break down the top Oz stocks through each trading day.

Pureprofile (ASX: PPL) was up after delivering record quarterly revenue and EBITDA, up 14% and 27% respectively on pcp, with ANZ revenue up 21% for the period ended 30 September 2026.

Over six years, Pureprofile has delivered internally funded, compound annual growth of approximately 22% in revenue and 20% in EBITDA

FY27 financial guidance of $72m to $75m in revenue and an EBITDA margin of 11–12%, reflects continued revenue growth and margin improvement through scalable technology-enabled solutions and disciplined cost management.

CEO, Martin Filz, said platform revenue more than doubled, while ANZ delivered broad-based growth of 21%.

“Our FY27 financial guidance is for revenue of 11-15% on the pcp and an EBITDA margin of 11%–12% (previously 10%).

“Our priorities remain growing US and UK market share, improving productivity and margins, and pursuing disciplined investment, primarily in the US, to build shareholder value.”

PPL rose 19.2% to 3.1¢.

Lotus Resources (ASX: LOT) has secured the final key approval required for the transportation and export of its first shipment of uranium product from Malawi, through Zambia to Namibia, allowing despatch of the first shipment to market.

“Securing the final piece of the suite of permitting approvals is a significant milestone for Lotus and the culmination of a considerable amount of work across three jurisdictions by our team and our partners,” MD, Greg Bittar, said.

“With the Malawian, Zambian and Namibian approvals now in hand for our first shipment, the export pathway from Kayelekera to Orano CE’s conversion facility in France is open, and we are targeting our first shipment ex Walvis Bay next month.”

Lotus was up 15.2% to 19.0¢.

Metallium (ASX: MTM) was popular on HotCopper after it signed a non-binding MOU with Traxys North America to evaluate opportunities to develop US critical-metals supply chains, combining Metallium’s Flash Joule Heating (FJH) processing platform with Traxys’ global commercial capabilities.

The immediate focus is to define priority feedstocks and products, assess processing economics and negotiate supply, offtake and financing terms.

“America’s critical-metals security depends on being able to process materials into usable products on American soil. Midstream processing is essential to that capability, and FJH is central to the solution Metallium is developing. Our aim is to unlock metals from complex or stranded feedstocks for downstream refining and manufacturing,” MD and CEO, Michael Walshe, said.

“Traxys brings sourcing, marketing and financing experience to help us connect that processing capability with reliable feedstock and customers. Importantly, this is about more than finding a buyer. Linking feedstock supply, product offtake and financing could reduce the working capital required to scale a domestic processing business.”

MTM jumped 14.9% to 21.3¢.

Looking wider, the S&P/ASX 200 was up just 2.70 points today to 8,797.90. The index has lost 0.54% for the last five days but is virtually unchanged year to date.

Elsewhere, The BCOM commodities basket has generated a total return of 36% this year outperforming equities and especially bonds, according to Goldman Sachs Research.

“We continue to recommend a positive commodities allocation, both tactically and structurally, despite our base case that crude oil and European natural gas prices moderate as Mideast supply adapts to high supply- and shipping-disruption risks,” said Daan Struyven and Sam Dart, co-heads of Global Commodities Research within Goldman Sachs Research.

Goldman Sachs Research says there are three factors that support using commodities as a hedge for portfolios Geopolitical escalation and, for European natural gas, a cold winter could push energy prices significantly higher.

Equity—and especially bond—prices have become unusually sensitive to energy prices.

Structurally, portfolios can benefit from commodity diversification because these assets provide insurance as increasing concentration of commodities supply, US-China competition, and broader geopolitical fragmentation increase the risk of supply disruption.

That’s Monday’s HotCopper Market Trends, I’m Colin Sandell-Hay ⁠- see you for close.

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