July 2026

Quantum Graphite has cemented a two-decade exclusive ore supply agreement with Sunlands Pure Group, consolidating its downstream processing and refining operations. The company also secured environmental approvals for Sunlands Pure’s Oman refinery and kicked off detailed engineering for its Uley 2 project.

dorsaVi has confirmed its RRAM memory and neuromorphic IP operate synergistically, projecting up to 10x performance gains for robotics and exoskeletons. The company also finalized its first integrated RRAM-CMOS validation chip design, advancing towards tape-out and commercialisation.

Odessa Minerals has reported encouraging exploration results at its WA projects, confirming potential carbonatite-hosted rare earth elements and new base metal anomalies, while securing $2.65 million in fresh capital to fund a maiden 10,000m drilling campaign and project acquisitions.

Unith Ltd boosted its AI digital human platform with ISO/IEC 27001:2022 certification, launched new SDKs, and secured $2.75 million in fresh capital to fuel growth and commercial expansion.

Ampol's first half 2026 earnings soared, powered by a resilient supply chain and a sharp rise in refinery margins driven by Middle East geopolitical tensions.

Ragusa Minerals has secured a controlling stake in Pegasus Tel Inc., gaining the Purple Pansy manganese-gold project in Arizona. Recent surveys and assays highlight promising high-grade manganese and gold mineralisation, positioning the company in a strategically important US critical minerals sector.

Verity Resources’ first-pass aircore drilling at the Monument Gold Project has confirmed gold mineralisation across a 9km banded iron formation corridor, expanding the footprint beyond its existing 137,700oz Korong–Waihi Mineral Resource.

Carnaby Resources has agreed to a scheme of arrangement with Evolution Mining, offering shareholders a 60.4% premium and exposure to Evolution’s portfolio, while reporting significant new high-grade copper-gold results at its Greater Duchess project.

Aeris Resources has lifted its Group Mineral Resources by 24% and Ore Reserves by 50% to 61Mt and 21Mt respectively, driven by the Peel Mining acquisition and exploration success across its portfolio.

Mount Hope Mining delivered high-grade gold assay results and robust metallurgical testwork at its Mt Solitary project, advancing toward a maiden JORC resource with Phase 3 drilling imminent.

NOVONIX has hit a critical milestone by delivering a synthetic graphite anode sample to Panasonic, supporting a planned production start in late 2027. The company secured A$21.66 million in fresh capital to fund production readiness, while navigating an evolving US trade and policy landscape aimed at boosting domestic battery materials.

Kingsgate Resources hit its FY26 production target with 86,078 ounces of gold and outperformed cost guidance, while advancing key assets and joining the ASX200.

Sinclair Gold has pushed gold mineralisation deeper at its Mt Henry project, with initial drilling results confirming significant extensions beyond the existing 915,000oz resource. Backed by a $30m placement and a royalty deal, the company is well-funded to continue its 50,000m drilling campaign.

Turaco Gold’s Pre-Feasibility Study for the Afema Project in Côte d’Ivoire outlines a robust gold development producing around 200,000 ounces annually over a decade, backed by a maiden 1.91Moz Ore Reserve and a US$2.1 billion post-tax NPV.

Hot Chili Limited is accelerating development at its La Verde copper-gold deposit in Chile, reporting strong drilling results and securing an additional US$15 million via an amended royalty agreement with OR Royalties. The company is progressing environmental assessments and pre-feasibility studies for the broader Costa Fuego project while maintaining a robust cash position.

Red Sky Energy has kicked off site works for a Santos-operated drilling campaign at the Innamincka Dome, secured $5.1 million in capital raising, and reported $1.045 million in production receipts for the June quarter.

Ioneer Ltd continues to build momentum on its Rhyolite Ridge lithium-boron project, signing strategic MOUs with Korean partners and navigating a legal appeal while preparing for construction.

Titan Minerals has ramped up drilling at its Dynasty Gold Project, confirming extensions to mineralisation and advancing scoping studies ahead of a resource upgrade targeted for early 2027.

Black Cat Syndicate delivered a transformational FY26, doubling gold output to 90,833oz and generating a record $77M operating cashflow in the June quarter, fully recouping its $106M Paulsens acquisition costs.

Alice Queen Limited’s Project Definition Study for the Horn Island Gold Project reveals robust economics with a pre-tax NPV of A$706 million and an IRR of 109%, underpinning plans for an 11-year mine life and a rapid 1.1-year capital payback.

BLS Pharmaceuticals capped FY2026 with record quarterly revenue and operating cash flow, driven by international expansion and new supply agreements across regulated markets.

Barton Gold has delivered another batch of strong assay results from its Phase 2 drilling at the Tunkillia Gold Project, reinforcing the economic potential of Area 223 and advancing its Pre-Feasibility Study towards a Q1 2027 finish.

PhosCo Ltd has expanded its Gasaat phosphate resource to 166.6 million tonnes at 20.6% P2O5, unveiled new discoveries, and achieved a metallurgical breakthrough that simplifies processing, positioning the project for a Bankable Feasibility Study in late 2026.

Viking Mines has secured full permitting and contractor engagement for its maiden 63-hole drilling campaign at the Linka Tungsten Project in Nevada, alongside metallurgical testwork exceeding recovery targets and a strategic divestment of its First Hit Gold Project.