♟️ Friday 31 July 2026 Fri, 31 July 2026

Kaoko Metals has rapidly transitioned from IPO to active exploration in Namibia, securing key project acquisitions and fast-tracking maiden diamond drilling at its Chalkos Copper-Silver Project while confirming high-grade assays at Karibib.

Novatti Group Limited delivered a 5% quarter-on-quarter revenue increase to $7.6 million in Q4 FY26, driven by its Payments AU/NZ segment's strong 8% revenue and 26% margin growth. The company achieved positive EBITDA of $0.3 million, boosted by a 95% jump in Payments AU/NZ EBITDA to $0.9 million.

Capricorn Metals delivered a record 123,589 ounces of gold in FY26 at its Karlawinda Gold Project, with FY27 guidance boosted by the imminent commissioning of its expansion project. Exploration at Mt Gibson and Golden Range continues to yield high-grade results, underpinning future growth.

Infini Resources has launched its first-ever diamond drilling campaign at the Reynolds Lake and Reitenbach Lake uranium projects in Saskatchewan, while final assays from its Portland Creek Phase 2 drilling confirm a structurally controlled uranium system over a 6 km strike.

Arafura Rare Earths has taken a decisive step forward on its Nolans Project, announcing a Final Investment Decision and securing over A$700 million in cash and term deposits as it prepares to start construction in September 2026.

Chilwa Minerals has more than doubled its Mpyupyu heavy mineral sands resource to 109.6 million tonnes, defined a maiden niobium-rare earths exploration target at Nakombe, and progressed its planned Nasdaq dual listing with the SEC.

BluGlass capped FY26 with major contract wins including a $1.4 million Phase II deal with Uviquity, a $1.3 million agreement with a Fortune 500 data storage giant, and a world-record 1.9W output from its blue GaN laser, while raising $14.6 million to fuel growth.

SRJ Technologies has transitioned from contract awards to operational delivery in the Middle East, supported by a recent A$2.57 million capital raise and a strategic partnership with robotics OEM Nexxis.

Skin Elements has secured an exclusive New Zealand distribution agreement for its ECO-Nurture bio-stimulant, raised $1.47 million through options and placement, and refreshed its board after shareholder votes.

Omni Bridgeway delivered a standout FY26 with record investment proceeds and new commitments, underpinned by disciplined cost management and a robust pipeline.

Meteoric Resources has completed a Definitive Feasibility Study for its Caldeira Rare Earth Project in Brazil, revealing a large, high-grade ionic clay deposit with a 20-plus year mine life and strong financial metrics.

Jindalee Lithium is pushing ahead with its McDermitt Lithium Project in the US, securing shareholder approval for a NASDAQ listing via US Elemental and raising $10.9 million to fund drilling and testwork. The project aims to deliver both lithium and magnesium, aligning with US critical minerals priorities.

Cannindah Resources has delivered compelling drilling results that expand and upgrade its Mt Cannindah copper-gold resource, alongside initiating metallurgical test work to support a resource update scheduled for Q3 2026.

Rokeby Resources (ASX: RKB) has secured the high-grade Omeo Gold Project, renewed a key mining licence, and launched a drilling campaign at Sunnyside to upgrade historical gold resources while raising $4.34 million.

Orange Minerals confirmed significant deep volcanic massive sulphide mineralisation at Lennon’s Find in WA, secured ministerial consent for Ghana licence transfers, and completed a $1.675 million placement to fund exploration.

Talonx Resources (ASX: TXR) reported robust drilling results at its Viking and Blair North gold projects, highlighting a high-grade shallow oxide gold zone at Viking’s Beaker 2 prospect. The company also advanced exploration and licence renewal efforts at its Kihabe zinc-lead-silver project in Botswana, closing the quarter with $0.72 million cash.

Finder Energy has secured key regulatory approval for its KTJ Project in Timor-Leste and raised $27 million to advance development, positioning for a Final Investment Decision in Q3 2026.

Godolphin Resources has unveiled a significant polymetallic sulphide discovery at Cousin Jack within its Lewis Ponds Project, alongside progressing an IPO to spin out its Narraburra Rare Earths asset into Matrix Critical Minerals.

Rua Gold’s Auld Creek Project has qualified for New Zealand’s new Fast-Track Approvals Act 2024, promising a faster permitting timeline and reduced regulatory risk as the company advances toward mine development.