July 2026

LE Minerals (ASX:LEL) reported a strong $60.4 million cash reserve as it progresses a $20 million sale and spin-out of its Queensland graphite assets to M Battery Materials. Meanwhile, exploration at its Capricorn Gold-Copper Belt and White Plains Lithium projects continues with mixed early results.

PT ANTAM (ASX:ATM) posted a 12% rise in gold production in 2Q26 and advanced key downstream projects including EV battery ecosystem development, while securing multiple ESG awards.

KTEK Aerosystems has leveraged its $10 million IPO to accelerate production scale-up and international growth, with deliveries set to resume in September and a new US assembly operation underway.

Strike Resources is progressing the sale of a 28.52% indirect stake in its high-grade Apurímac Iron Ore Project for A$5.5 million, while advancing exploration programs and preparing for potential small-scale mining under Peru’s artisanal regime. The company also holds a 27.7% interest in LE Minerals, which is spinning out its Graphite Projects via an IPO.

Atomos Limited has turned a corner in FY26, posting over 20% sales growth to around $40 million and swinging to EBITDA profitability after prior losses, boosted by new product launches and the strategic acquisition of Flanders Scientific.

Larvotto Resources has kicked off processing at Hillgrove's Metz mine while securing the Blockade Copper Mine and moving to acquire Hammer Metals, broadening its critical minerals portfolio.

Dateline Resources confirms Colosseum as a high-margin gold project with strong BFS economics and pushes rare earth exploration at Music Valley with assays up to 7.1% TREO.

Venus Metals Corporation (ASX:VMC) has fortified its balance sheet with a $47 million sale of its Youanmi Gold Project royalty, rebuffed a hostile takeover, and set in motion significant shareholder returns including a $35 million cash dividend.

Australian Rare Earths (ASX: AR3) has delivered a standout Pre-Feasibility Study and maiden Ore Reserve for its Koppamurra project, underpinning a low-capital, high-return rare earths development. Meanwhile, pilot processing advances and a new niobium-REE discovery at Overland add momentum.

Aura Energy has locked in a commercially proven processing flowsheet for its Tiris Uranium Project and signed a non-binding MOU with a major nuclear utility, aiming for a binding agreement and Final Investment Decision by year-end 2026.

Basin Energy’s maiden drilling at Newmans confirms a thick, shallow rare earth oxide corridor, validating a key exploration model and expanding its Queensland footprint. Meanwhile, the sale of its Canadian uranium project progresses with strategic upside retained.

DPM Metals delivered a record $227 million free cash flow in Q2 2026, driven by strong operational performance and higher metal prices. The ramp-up at Vareš remains on track for full production by year-end, while a major copper-gold discovery at Brevene South boosts exploration outlook.

Clarity Pharmaceuticals bolsters its commercial readiness with a $178.3 million cash reserve and a key US manufacturing agreement, while clinical trials for its prostate cancer imaging and therapeutic agents progress with promising data.

Singular Health deepens US healthcare foothold with ongoing Triple-S contract talks, PNS licence expansion, and Miami-Dade educational rollout, supported by a solid $10.1 million cash reserve.

Jameson Resources has cleared a key environmental hurdle for its Crown Mountain coal project in British Columbia, receiving a Section 27 Notice that sets the stage for final approvals. The company also raised A$3 million to fund the next phase of environmental assessment and Indigenous engagement.

Paterson Resources has boosted its Inferred Mineral Resource Estimate at the Grace Gold Project to 200,000 ounces, revealing shallow, high-grade gold mineralisation with strong open cut potential.

Raptor Metals has confirmed a significant stacked copper-rich VMS system at its Chester Project through maiden drilling, while expanding its footprint with key acquisitions in the Bathurst Mining Camp.

Peppermint Innovation Ltd (ASX:PIL) reported a 171% jump in group revenue for the June quarter, powered by a 577% surge in its Bizmoto revenue and a successful pilot of its QRPh Person-to-Merchant payment platform that tripled monthly transaction values. The company is advancing its ASX reinstatement while expanding its digital payments ecosystem in the Philippines.

Comet Ridge has raised $40 million through a placement and $875,750 via a share purchase plan to fund the acquisition of Santos’ remaining stake in the Mahalo Gas Project and progress development activities.

Northern Minerals propels its Browns Range Heavy Rare Earths Project forward with a planned Final Investment Decision in Q3 2026 and a significant 40% increase in the Dazzler Deposit resource.

Boresight Ltd (ASX: BST) marked its ASX debut in June with a successful $8 million IPO, reporting a 55% revenue increase in FY26 and securing a major US manufacturing expansion to meet rising defence drone demand.

Echelon Resources has finalised its divestment of Cue Energy shares, boosting cash and cutting debt, while progressing key drilling and gas supply agreements.

McLaren Minerals delivered strong drilling results at its McLaren Titanium Project, hitting bonanza heavy mineral grades up to 34.6% HM and completing the first stage of its Bankable Feasibility Study on time and budget.

Canyon Resources has advanced key infrastructure for its Minim Martap bauxite project, delivering locomotives and increasing stakes in Camrail and the Port of Douala operator, while navigating a conditional takeover bid from its majority shareholder.