Latest Strategy Changes News

VRX Silica Limited has locked in six binding offtake contracts totaling nearly 1 million tonnes per annum and appointed a new CEO, marking significant progress for its Arrowsmith North silica sand project.

Sarytogan Graphite Limited has revealed a significant copper anomaly at its Baynazar project in Kazakhstan, outlining a 600-metre-wide zone with up to 0.5% copper. The company plans deeper drilling to explore this promising copper porphyry system, pending funding.

Tungsten Mining NL advances its Mt Mulgine project with a robust scoping study, revealing a globally significant multi-critical mineral deposit poised to meet soaring tungsten demand amid supply constraints.

Lefroy Exploration has begun mining ore at its Lucky Strike Gold Deposit, marking its transition to gold producer with first processing set for February 2026. This milestone aligns with strong gold prices, positioning Lefroy for potential cash flow generation.

Bellevue Gold Limited reported a robust cash flow and significant debt reduction in its December 2025 quarter, ending with a strong cash position of A$165.1 million. The company made early principal repayments on its project loan facility, lowering outstanding debt to A$100 million.

Bellevue Gold Limited reported a strong December quarter with rising grades and record ore mined, alongside a strategic reduction in its hedge book ahead of schedule. The company also achieved net zero emissions at its flagship project, underscoring its operational and sustainability credentials.

Golden State Mining Limited has appointed a new board and managing director, completed a $1.5 million capital raising, and is advancing exploration with a disciplined approach focused on its Western Australian gold projects.

Northern Star Resources has revised its FY26 all-in sustaining cost guidance upward following a downgrade in production forecasts and rising royalties, signaling tighter margins ahead.

Fletcher Building has agreed to sell its Construction Division to global giant VINCI Construction for an initial $315.6 million, with potential to rise to $334.1 million. The move marks a strategic pivot towards focused building products manufacturing.

Yancoal has reported record coal production and sales for 2025, achieving near the top of its guidance range with improved realised prices despite challenging market conditions. The company’s robust cash position and disciplined cost management position it well for future growth.

Babylon Pump & Power has agreed to sell its non-core Ausblast business for $2.8 million, streamlining operations and boosting capital for its water management and rental services.

Auking Mining Limited reported a cash burn in its latest quarterly report but is moving ahead with a $1.5 million capital raising to fund key exploration projects.