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SPACETALK Limited (AU:SPA)
ASX:SPA
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SPACETALK Limited (SPA) AI Stock Analysis

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AU:SPA

SPACETALK Limited

(Sydney:SPA)

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Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
AU$0.10
â–¼(-20.83% Downside)
Action:Reiterated
Date:07/08/26
The score is primarily held down by weak financial performance (losses, declining margins/revenue, negative equity, and negative cash flows). Technical indicators are modestly supportive but not strong enough to offset the fundamental risks, and valuation is constrained by negative earnings and no dividend.
Positive Factors
Recurring revenue model
SPACETALK derives ongoing revenue from connectivity and subscription plans tied to its devices. This recurring revenue model supports higher customer lifetime value, steadier cash flows and predictable unit economics, improving resilience versus pure hardware sales.
Negative Factors
Negative equity / high leverage
Negative shareholders' equity signals liabilities exceed assets, creating a structurally weak balance sheet. This constrains financial flexibility, increases refinancing and covenant risk, and elevates default probability absent material profitability or capital injections.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring revenue model
SPACETALK derives ongoing revenue from connectivity and subscription plans tied to its devices. This recurring revenue model supports higher customer lifetime value, steadier cash flows and predictable unit economics, improving resilience versus pure hardware sales.
Read all positive factors

SPACETALK Limited (SPA) vs. iShares MSCI Australia ETF (EWA)

SPACETALK Limited Business Overview & Revenue Model

Company Description
Spacetalk Limited, an Australian technology enterprise established in 2000 and based in Rose Park, specializes in providing wearable devices and mobile communication solutions across Australia, the United Kingdom, and New Zealand. The company's pr...
How the Company Makes Money
SPACETALK makes money through a combination of device-related revenue and recurring service revenue tied to connectivity and subscriptions. (1) Hardware/device sales: revenue from selling its connected smartwatch/wearable products through retail a...

SPACETALK Limited Financial Statement Overview

Summary
Fundamentals are weak: declining revenue trajectory, shrinking gross margin, and ongoing net losses with negative EBIT/EBITDA margins. The balance sheet is distressed with negative equity and high effective leverage, while operating and free cash flow remain negative despite slight free cash flow improvement.
Income Statement
35
Negative
Balance Sheet
40
Negative
Cash Flow
45
Neutral
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue18.57M19.61M17.50M13.42M14.88M15.11M
Gross Profit3.31M9.70M8.64M-757.26K-1.43M9.35M
EBITDA-8.76M-4.53M-4.21M-8.42M-925.01K730.40K
Net Income-9.01M-4.54M-6.24M-14.68M-6.30M-1.78M
Balance Sheet
Total Assets11.48M8.60M7.86M10.97M22.19M16.01M
Cash, Cash Equivalents and Short-Term Investments1.54M1.15M1.77M3.03M5.58M4.19M
Total Debt8.11M4.72M5.21M5.33M3.19M1.83M
Total Liabilities17.84M12.86M11.72M12.08M9.70M6.66M
Stockholders Equity-6.36M-4.26M-3.86M-1.11M12.49M9.35M
Cash Flow
Free Cash Flow-4.86M-2.71M-2.90M-5.12M-8.91M-4.23M
Operating Cash Flow-4.83M-2.68M-2.87M-3.46M-5.57M-1.18M
Investing Cash Flow-2.31M-1.66M-1.43M-1.67M-3.35M-3.05M
Financing Cash Flow3.95M3.71M3.05M2.50M10.58M5.26M

SPACETALK Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.12
Price Trends
50DMA
0.09
Positive
100DMA
0.08
Positive
200DMA
0.10
Negative
Market Momentum
MACD
<0.01
Positive
RSI
42.35
Neutral
STOCH
>-0.01
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SPA, the sentiment is Negative. The current price of 0.12 is above the 20-day moving average (MA) of 0.10, above the 50-day MA of 0.09, and above the 200-day MA of 0.10, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 42.35 is Neutral, neither overbought nor oversold. The STOCH value of >-0.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SPA.

SPACETALK Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
AU$56.04B25.3516.66%3.91%0.26%36.10%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
60
Neutral
AU$7.03B68.711.31%47.35%-8.68%―
54
Neutral
AU$1.50B53.854.61%1.27%8.25%-11.18%
45
Neutral
AU$18.88M-0.82169.73%―0.17%-85.78%
45
Neutral
AU$34.88M23.00-26.59%―-22.41%―
44
Neutral
AU$10.44M-11.25108.60%―180.00%63.04%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:SPA
SPACETALK Limited
0.09
-0.08
-45.45%
AU:TPG
TPG Telecom Limited
3.58
-0.19
-5.04%
AU:TLS
Telstra Corporation Limited
5.04
0.30
6.35%
AU:NOR
Norwood Systems Ltd
0.02
>-0.01
-30.77%
AU:FRX
Flexiroam Ltd
0.02
0.01
109.09%
AU:ABB
Aussie Broadband Ltd.
4.75
0.67
16.42%

SPACETALK Limited Corporate Events

Spacetalk strikes TPG Telecom MVNO deal to boost mobile growth
Jul 5, 2026
Spacetalk has signed a strategic wholesale Mobile Virtual Network Operator agreement with TPG Telecom to migrate its Spacetalk Mobile services onto TPG&#8217;s network, which covers 99 per cent of the Australian population. The move is a key step ...
Spacetalk Issues Shares for Investor Relations Services
Jun 30, 2026
Spacetalk Limited has issued 5,000,000 fully paid ordinary shares at a deemed price of $0.075 per share as consideration for investor relations services. The company has confirmed that the shares were issued without a disclosure document and that ...
SPACETALK Seeks ASX Quotation for 5 Million New Shares
Jun 30, 2026
SPACETALK Ltd, an Australian technology and communications company trading on the ASX under code SPA, issues ordinary fully paid shares as its main listed security. The business is positioned to attract equity investors seeking exposure to growth-...
Spacetalk Plans Placement of Up to 5 Million New Shares
Jun 26, 2026
Spacetalk Ltd has lodged a notice with the ASX outlining a proposed placement of up to 5,000,000 ordinary fully paid shares. The new securities, to be issued under the SPA code, are scheduled for issuance on 29 June 2026.The placement will expand ...
Spacetalk relocates registered office to Sydney CBD address
Jun 5, 2026
Spacetalk Limited has relocated its registered office and principal place of business to Suite 1, Level 9, 80-82 Pitt Street in Sydney, New South Wales. The company&#8217;s website and telephone contacts remain unchanged, indicating an administrat...
Spacetalk Director Simon Crowther Increases Stake via Placement
May 25, 2026
Spacetalk Ltd has disclosed a change in director Simon Crowther&#8217;s interests, with Crowther and his associated entity Wisebuddha Investments Pty Ltd increasing their holding in the company. Through participation in a Tranche 2 Placement on 22...
Spacetalk Discloses Spousal Share Purchase in Tranche 2 Placement
May 25, 2026
Spacetalk Ltd has disclosed a change in interests associated with director Andrew Grover, noting that 8,200,000 ordinary shares were acquired by A22 Pty Limited, a company wholly owned and controlled by his spouse, Robyn Grover. The shares were pu...
Spacetalk Issues 84 Million New Shares Under Cleansing Notice
May 22, 2026
Spacetalk Limited has issued 84,335,288 new fully paid ordinary shares at $0.06 per share, expanding its capital base through a placement conducted without a prospectus under Australian fundraising exemptions. The company confirms it is fully comp...
Spacetalk Seeks ASX Quotation for 84 Million New Shares
May 22, 2026
Spacetalk Ltd has applied to the ASX for quotation of 84,335,288 new fully paid ordinary shares, to be issued on 22 May 2026. The large batch of shares, tied to a previously announced transaction, will expand the company&#8217;s quoted capital bas...
Spacetalk Boosts Subscribers and Telco Pipeline Amid Strategic Shift to Software-Led Growth
Apr 29, 2026
Spacetalk reported an 18% year-on-year rise in active mobile subscribers to 57,900, which drove an 11% increase in recurring mobile revenue but a 29% fall in total quarterly revenue to $3.6 million due to lower device sales and retailer order timi...
Spacetalk calls 2026 virtual meeting to approve major share and option issues
Apr 20, 2026
Spacetalk Limited has called a virtual general meeting for 20 May 2026, asking shareholders to vote on a series of equity-related resolutions that will affect the company&#8217;s capital structure. Eligible shareholders as of 18 May 2026 are being...
Spacetalk Appoints New Director With No Current Shareholdings
Apr 8, 2026
Spacetalk Ltd has announced the appointment of Andrew Richard Grover as a director, effective 8 April 2026, and lodged the required initial director&#8217;s interest notice with the ASX. The filing confirms that Grover currently holds no relevant ...
Spacetalk Adds Technology Veteran Andrew Grover to Board
Apr 8, 2026
Spacetalk Ltd has appointed Andrew Grover as an independent non&#8209;executive director, with his board role effective immediately and subject to election at the company&#8217;s 2026 annual general meeting. He will receive remuneration consistent...
Spacetalk issues new shares with cleansing notice to support capital base
Apr 8, 2026
Spacetalk Limited has issued 15,694,712 fully paid ordinary shares at $0.06 each, using provisions that allow the placement without a disclosure document under the Corporations Act. The company confirms it is up to date with its financial reportin...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 08, 2026