Latest Vault Minerals (ASX:VAU) News

Vault Minerals delivered a standout FY26 with a 54% jump in underlying EBITDA to $953 million, underpinned by strong gold prices and operational discipline. The company is on track to merge with Genesis Minerals, setting the stage for a new Australian gold powerhouse.

Small-cap shares produced the week’s biggest moves, led by Xenitra’s 60% surge and Carnaby Resources’ takeover jump.
Mining news dominated, but sharp falls in Lotus Resources and several funded developers showed that new capital can still unsettle investors.

Carnaby led the market after Evolution Mining agreed to a A$213 million takeover. Coal and lithium names fell despite major production and funding news.
Across materials, investors rewarded deals and cash flow, but punished large capital needs and weak price follow-through.

Vault Minerals delivered on FY26 gold production guidance with strong quarterly output and cash flow, while progressing key projects and announcing a merger with Genesis Minerals to form a top 20 global gold producer.

Vault Minerals has cleared major regulatory hurdles to construct the Southern Tailings Management Facility at its Sugar Zone mine, paving the way for more cost-efficient operations.

Wild swings hit the ASX this week, with Janus Electric doubling, Aura sliding almost 30%, and TechGen jumping more than 22%. Big news kept landing, but many stocks still fell as early gains faded and traders locked in profits.

Big project news kept landing across gold, rare earths and battery minerals, but many small-cap share prices still fell hard. The week belonged to a giant gold merger at the top end, while further down the board early excitement often gave way to selling.

Genesis Minerals and Vault Minerals have agreed to merge in a deal valuing Vault at about A$5.6 billion, creating a top-three Australian gold producer with pro-forma annual production of 600-700koz and estimated synergies of A$2 billion.

Vault Minerals is set to terminate its scheme implementation deed with Regis Resources following Regis's decision not to match a superior offer from Genesis Minerals. Vault will pay a $50.7 million break fee to Regis as it moves to finalise the Genesis acquisition.

Mining news drove the week, with drilling hits, funding wins and takeover bids pushing several small and mid-cap names sharply higher or lower. The biggest swings came from tin, platinum group metals and copper, while gold M&A in WA stayed at the centre of trading.

Big movers came from drill hits, takeover bids and fresh funding, but several stocks still fell even after good news. That mix says investors are rewarding clear near-term value, while punishing names where timing, cost or delivery still feel uncertain.

Genesis Minerals has tabled a binding offer to acquire Vault Minerals for approximately $5.6 billion, outbidding a prior scheme with Regis Resources and triggering a five-day matching period.