Latest Viva Energy (ASX:VEA) News

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.

Viva Energy’s 1H26 EBITDA surged to an estimated $770-$780 million, more than doubling from 1H25, driven by elevated refining margins amid Middle East supply disruptions and robust retail and commercial sales.

Viva Energy has brought its Residue Catalytic Cracking Unit back online at the Geelong Refinery, pushing production to over 90% capacity following a fire in April. However, the Alkylation unit remains offline and is expected to be out of action throughout 2027.

Viva Energy is progressing repairs at its Geelong Refinery following a fire that disrupted key units, aiming to resume near-full production by June while maintaining fuel supply.

Viva Energy Group Limited has updated its dividend announcement, confirming a fully franked dividend of 3.94 cents per share and setting the Dividend Reinvestment Plan price at $2.23 per share with a 1.5% discount.

A brutal split opened up in small caps: a few stocks surged on hard approvals and funding, while many resource names slid even after announcing big numbers. The week’s tape looked simple: investors paid for certainty and sold anything that still needs time, permits, or more cash.

A brutal sell-off in a few small caps did most of the damage this week, even as project funding and resource upgrades kept rolling in. Lithium, rare earths and tungsten news stayed constructive, but traders punished anything that looked like delays, dilution or weaker prices.

The Australian Government has increased financial support thresholds for Viva Energy’s Geelong Refinery, reflecting rising operating costs and reinforcing domestic fuel security through the decade.

Viva Energy Group Limited reported a significant net loss for 2025, driven by retail asset impairments, yet underlying profits and strategic investments signal resilience and a clear path forward.

Viva Energy’s latest quarterly update reveals a modest rise in commercial fuel volumes driven by aviation, while convenience retail sales decline amid store conversions and illicit trade pressures.

Viva Energy’s 3Q2025 update reveals modest sales growth driven by commercial fuel demand, refinery margin gains, and ongoing cost-cutting efforts amid leadership changes.