November 2026

Mount Ridley Mines says its patent-pending Selectro process recovered 95.5% of vanadium from a third-party titanomagnetite sample, while also recovering titanium and iron. The result broadens the process beyond scandium and bauxite, although commercial economics and scale-up remain untested.

Power Minerals has agreed to a A$5 million strategic placement to Critical Metals Corp, which is set to become an approximately 8% cornerstone shareholder. The funding will support expanded drilling at the company’s high-grade Morro do Ferro rare earths project in Brazil.

Far East Gold has opened a non-underwritten share purchase plan offering eligible shareholders new shares at A$0.10, a discount of up to 20% to recent trading levels. The proceeds are intended to support working capital and advance the Idenburg project, although the final amount raised remains uncertain.

Neu Horizon Uranium has identified drill targets across all four prospects at its Krokom project in Sweden, including electromagnetic conductors extending more than 5 kilometres. The ASX-listed explorer expects its A$8.6 million cash balance to fund a 5,000 to 6,000 metre maiden drilling campaign from early 2027, subject to approvals.

Schoolblazer has secured binding commitments for a A$5.325 million placement, with proceeds earmarked partly for repayment of its IFM debt facility. The raise includes A$1.75 million of director participation that still requires shareholder approval.

Simble Solutions has secured binding commitments for a $1.0 million placement to fund its NanoSensor evaluation program, existing software businesses and working capital. The raise also brings potential option-related dilution and requires shareholder approval for several components.

Sigma Lithium has launched a US$100 million convertible bond to replace expensive secured debt and push its main repayment risk into 2029 and 2031. The financing arrives as operations recover from a Brazilian suspension that cut third-quarter production but left the company reporting a 32% gross margin.

Coast Entertainment has outlined a staged plan to build a four-star hotel and entertainment, dining and retail precinct beside Dreamworld, with preliminary modelling indicating a completion value of about $330 million. The proposal comes as the company returns to profit and reports stronger visitation, cash generation and asset valuations.

Apple closed fiscal 2026 with record quarterly revenue of US$114.5 billion, 14% diluted EPS growth and an all-time Services sales high. The result was helped by tariff refunds, while the company’s next test will be converting its latest product cycle into sustained growth.

Keysight Technologies has tapped long-time finance executive Jason Kary to replace CFO Neil Dougherty, who is stepping down for personal reasons. The company has left its fiscal fourth-quarter outlook unchanged ahead of results on November 19.

Lennox is replacing the head of its Building Climate Solutions segment with an internal executive while retaining the outgoing leader as a strategic adviser through February 2028. The transition preserves customer and leadership continuity, but the filing does not indicate any change to financial guidance.

Dynamic Metals has secured a staged pathway to acquire up to 70% of a north Queensland fluorspar project, where selective surface samples returned calculated results as high as 98.8% CaF₂ equivalent. The early-stage opportunity requires A$400,000 in cash and A$2.5 million of exploration spending, with continuity and scale still unproven.

Tivan has lifted the Indicated portion of its Speewah fluorite resource by 37% after 14,025 metres of drilling, clearing a key technical hurdle for mine planning and Ore Reserve work. The overall resource grew only 4%, leaving the next test firmly in project economics, metallurgy and funding.

Arena REIT has set FY2027 distribution guidance at 20.0 cents per security, a 3.9% increase on FY2026, as it reports further progress in reshaping its Edge Early Learning exposure. The guidance remains conditional on approvals, lease consents and stable operating conditions.

Javelin Minerals’ board has unanimously urged shareholders to accept First Au’s all-scrip takeover, even as an independent expert concluded the offer is not fair but reasonable. The proposal values each Javelin share at 10.29 cents based on FirstAU’s latest stated price, with funding risks and a key shareholder vote still ahead.

UDR lifted its full-year 2026 guidance after third-quarter FFO as Adjusted met expectations, while a new US$2 billion Apollo partnership released US$1.34 billion of equity capital. The apartment REIT is also accelerating share buybacks and asset sales as same-store growth remains modest but occupancy stays high.

onsemi has raised its 2030 AI data centre revenue target above US$3 billion after AI sales surged 175% year over year. The semiconductor maker is also buying Ferric for up to US$775 million while reshaping its planned Synaptics acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

SBA Communications delivered modest site-leasing growth in the third quarter, but AFFO fell 5% and the company lowered parts of its 2026 outlook. The tower owner is also withdrawing from Chile, Ecuador and potentially Peru while committing US$300 million to share buybacks.

Healthpeak has raised its 2026 adjusted FFO and same-store NOI guidance after a quarter of strong senior housing growth, leasing activity and portfolio expansion. The uplift comes with a lower GAAP earnings outlook, reflecting depreciation from newly acquired senior housing assets.

Realty Income delivered 3.7% year-on-year growth in quarterly AFFO per share and raised its 2026 AFFO guidance, while keeping its US$10.0 billion investment target intact. The net lease REIT is also expanding its European private capital platform with KKR, but leverage and modest same-store growth remain part of the equation.

Palantir delivered a record fiscal third quarter, with revenue rising 96% to US$2.313 billion and US commercial revenue overtaking government revenue for the first time. The company also lifted its full-year 2026 guidance across revenue, commercial sales and cash flow.

Diamondback Energy delivered a strong third quarter, pairing US$2.1 billion in free cash flow with a higher dividend and increased 2026 production guidance. The company is also expanding its Permian gas exposure as it prepares for higher capital spending and a more infrastructure-heavy growth strategy.

Williams delivered higher third-quarter earnings and cash generation while keeping its 2026 guidance intact. The Momentum Midstream acquisition and a growing slate of pipeline, storage and power projects are now central to the company’s expansion case.