November 2026

Right Resources has identified a 3-kilometre interpreted shear zone hosting surface tungsten mineralisation at its Moonlight Prospect in New South Wales. Initial rock-chip assays reached 0.61% WO3, but drilling is still needed to establish continuity, scale and economic significance.

Albemarle delivered a sharp third-quarter rebound, with adjusted EBITDA reaching US$645.5 million as higher lithium pricing and productivity gains outweighed lower Energy Storage volumes. The company also raised its Specialties outlook and cut planned 2026 capital spending, while flagging weaker fourth-quarter Energy Storage results.

Maritana Minerals has completed its 119-hole Boorara drilling campaign with broad, high-grade intercepts supporting greater resource confidence and extending mineralisation below the planned southern open pit. The results now move into resource modelling and pit optimisation ahead of a targeted mid-2027 mining restart.

Strategic Elements has secured its first commercial mining contract for Stealth Technologies’ EdgeiQ OnSite platform, worth approximately A$225,000 initially. A separate EdgeiQ Portable pilot has also launched after five underground trials with a Tier 1 mining company, giving the venture two potential routes into mining operations.

Viridis Mining and Minerals has secured a binding long-term offtake agreement with Solvay covering most of the forecast output from its Colossus rare earths project in Brazil. The deal establishes minimum revenue of about US$915 million for key magnetic rare earths, subject to delivery, and gives the company a clearer route into debt financing.

SSH Group has reduced hire purchase debt by approximately $7.5 million to $12.8 million while retaining a fleet of more than 250 rental assets. The company has also completed the first phase of its EMS integration, but its proposed Crawford Gold mining contract remains unsigned.

Rox Resources has reported a 4.87-metre intercept grading 15.13g/t gold below the existing Youanmi resource at United North. The early result supports the potential for resource growth and mine-life extension, but four further assays and additional drilling are still pending.

St Barbara has restarted ore processing at its Touquoy operation in Nova Scotia on schedule, with first gold doré targeted for January 2027. The company has set FY27 production guidance of 17,000 to 21,000 ounces alongside substantial spending on growth, reclamation and exploration.

Amcor has lowered its six-month adjusted earnings outlook after higher energy and distribution costs offset volume growth and Berry acquisition synergies. Sales rose 7%, but adjusted EBITDA slipped, free cash flow deteriorated sharply and net debt increased.

News Corp opened fiscal 2027 with revenue up 6% and net income up 43%, led by Dow Jones, digital real estate and book publishing. The quarter also exposed a sharper split in the portfolio: News Media weakened and free cash flow turned negative.

Allstate delivered stronger policy growth and higher investment income in the third quarter, but catastrophe losses and investment losses cut both GAAP and adjusted earnings. The insurer also returned about US$1.5 billion to shareholders while expanding its protection-services businesses.

Corpay delivered 18% revenue growth and a 32% increase in adjusted diluted earnings per share in the third quarter, prompting a higher full-year outlook. The company is also using substantial cash resources for share buybacks and debt reduction.

Texas Pacific Land delivered its strongest quarter on record, with US$273.4 million in revenue, US$167.4 million in GAAP net income and US$170.3 million in free cash flow. The Permian Basin landowner is also pushing deeper into water infrastructure, data centres and power generation, though those newer ambitions remain largely unquantified.

Fair Isaac posted a strong fourth quarter, with revenue rising 27% to US$657 million and non-GAAP diluted EPS reaching US$11.10. But the company declined to provide fiscal 2027 guidance as it shifts mortgage customers to bespoke pricing amid continued housing-market pressure.

Freeport-McMoRan has approved a US$4.5 billion expansion of its Bagdad mine in Arizona, targeting more than double the operation’s mining and milling rates. Initial production is targeted for mid-2030, with the project expected to lift copper and molybdenum output while lowering long-term unit costs.

Motorola Solutions raised its full-year 2026 revenue, non-GAAP earnings and cash flow outlook after sales rose 12% and backlog reached a record US$16.6 billion. The stronger operating result came alongside lower GAAP earnings, softer cash flow and fresh acquisition debt.

TKO delivered a sharp third-quarter earnings lift, powered by UFC rights revenue and FIFA World Cup hospitality, and raised its full-year 2026 targets for the second time. The sports and entertainment group also plans to fund further share buybacks partly with additional debt.

AppLovin delivered a sharp acceleration in third-quarter 2026 revenue and profit while expanding its share repurchase authorisation to US$3.6 billion. The company also disclosed approval for a planned reincorporation from Delaware to Nevada.

McKesson delivered a strong fiscal second quarter, with revenue up 8% and adjusted diluted EPS rising 18%. The healthcare distributor lifted its full-year adjusted EPS guidance while expanding its specialty-care portfolio through new investments and acquisitions.

Coherent delivered US$2.37 billion in fiscal first-quarter revenue and raised its fiscal 2027 pro forma growth outlook above 60%, helped by a sharp increase in datacentre and communications demand. The photonics company also flagged a five-year PhotonLink agreement valued at about US$20 billion, although meaningful revenue from that deal is not expected until early calendar 2028.

PTC’s fiscal 2026 results show subscription momentum beneath broadly flat revenue, but reported earnings were heavily influenced by the sale of Kepware and ThingWorx. The pending Schneider Electric acquisition has also ended the company’s guidance cycle.

Qualcomm’s fiscal 2026 results exposed a sharp split in its business: handset revenue fell heavily, while automotive reached a record US$2 billion quarter and management reiterated its US$5 billion data-centre target. Reported profit was lifted by a large tax benefit, making non-GAAP earnings the clearer measure of underlying performance.

Expedia Group delivered a stronger-than-expected third quarter, with gross bookings up 11% and adjusted EBITDA up 17%. The travel marketplace also raised its full-year outlook while returning US$576 million through share buybacks.

National Australia Bank’s FY2026 profit fell 9.1% to $6.143 billion as higher credit impairment charges and a $1.347 billion software amortisation charge outweighed stronger lending income. The dividend held at 170 cents per share, while capital buffers improved and management flagged a sharper focus on efficiency and risk control.