♟️ Tuesday 29 September 2026 Tue, 29 Sept 2026

Lake Resources has secured the primary provincial environmental permit for its Kachi lithium project in Argentina, clearing the way for detailed engineering and financing work. The approval removes a major development hurdle, but FEED, funding, RIGI approval and a final investment decision remain ahead.

Resources & Energy Group has reported a standout 9-metre gold intercept at Goodenough as it prepares a fresh resource estimate. The exploration progress arrives alongside an audited warning that further funding is needed to sustain the business.

IperionX has moved its Virginia titanium operation into 24/7 production, lifting nameplate powder capacity to about 200 tonnes a year while commissioning equipment aimed at higher-value components. The progress came alongside a US$66.8 million annual loss, US$63.5 million of operating and investing cash outflows, and continued reliance on government support, customer qualification and future capital.

Solstice Minerals has extended the Nanadie copper-gold system to at least 1.5km of strike, with deep diamond drilling returning broad mineralisation beyond the current resource boundary. The results include a 169.3m intercept at 0.87% copper and 0.29g/t gold, while more than 40 holes remain awaiting assays.

TG Metals has outlined a preliminary A$26.8 million pre-tax NPV for a low-capital heap leach operation at its Van Uden Gold Project in Western Australia. The economics are striking, but the study remains an early-stage assessment reliant on further drilling, approvals, financing and technical work.

Temple & Webster delivered record FY26 revenue of $664.6 million and lifted underlying EBITDA by 28%, despite a sharp fall in statutory profit after tax. The online retailer is targeting EBITDA of $33 million to $40 million in FY27 as improved margins, exclusive products and adjacent categories do more of the heavy lifting.

Codan expects first-half FY27 net profit after tax of at least $160 million, powered by a sharp increase in Communications revenue and margins. The company is raising its full-year Communications growth target, while warning that conflict-region demand remains difficult to forecast beyond three months.

Firebrick Pharma has approved a phased push into US retail pharmacies after Nasodine online sales grew by more than 200% in FY26. Up to six regional pharmacy groups representing about 700 stores have expressed strong interest in early orders, although no binding orders have been disclosed.

Structural Monitoring Systems (ASX:SMN) delivered record FY26 revenue, a sharp lift in profit and $6.0 million of free cash flow as its avionics business outpaced contract manufacturing. The balance sheet is now free of bank debt, but the next leg of the story still depends on FAA approvals and converting CVM technology into commercial revenue.

Carnarvon Energy has expanded its Bedout prospective resource inventory by 92% and secured a rig for a 2027 exploration campaign, but Dorado remains stalled before FEED and FID. The company ended FY26 with A$97.7 million in cash, no debt and a A$4.2 million after-tax loss.

Singular Health has signed a non-binding MOU to build and operate a medical imaging repository for Florida Medicaid, with approximately A$3.5 million of potential revenue subject to definitive agreements and delivery. The project could give its 3DICOM platform a state-funded infrastructure reference site, but recurring funding remains unassured.

Arena REIT delivered higher earnings, distributions and asset values in FY2026, but the failure of a major childcare tenant has forced a sharp reset in its near-term outlook. Edge Early Learning accounts for about 14% of rental income and is now in voluntary administration after missing rent.

Megaport has secured three AI infrastructure contracts worth a combined A$978.6 million, with customer prepayments covering much of the required investment. The deals push pro forma Group ARR to about A$1.1 billion and prompt upgrades to FY27 revenue and EBITDA margin guidance.

Navigator Global Investments expects to receive USD40-43 million upfront after New York Life Investment Management agrees to acquire 60% of Invictus Capital Partners. The deal crystallises value from NGI’s 2022 investment while leaving shareholders exposed to earn-outs, distributions and a second sale in 2031.

Develop Global has issued its first full-year production, operating cost and capital guidance, pairing steady Woodlawn output with the planned start of Pioneer Dome lithium sales. The growth comes with a substantial A$411 million to A$458 million investment program, while Yitirrti remains a construction story until FY28.

Ballard Mining has expanded the Mt Ida Gold Project’s global Mineral Resource Estimate by 56% to 1.836 million ounces, while securing the approvals and cash runway needed to advance development studies. The pre-production company is now targeting a maiden Ore Reserve, feasibility study and Final Investment Decision in the first half of calendar 2027.

Pantoro has increased Norseman’s Mineral Resources by 2% and Ore Reserves by 9% after mining depletion, with the Mainfield delivering the clearest growth. The company also reported a $113.2 million FY2026 profit, but the next test is converting a larger geological inventory into sustained production.

Perenti has secured drilling contracts across Australia, the United States and Canada expected to contribute about A$185 million in FY27 revenue, alongside an initial A$20 million underground development award in Senegal. A larger Sabodala-Massawa production phase remains conditional on Endeavour Mining issuing a notice to proceed.

Deterra Royalties has paid US$74.15 million for a royalty covering most of Ivanhoe Electric’s Santa Cruz copper project in Arizona. The deal adds a third core asset, but its projected returns still depend on financing, permitting and a targeted 2029 production start.

Basin Energy has more than doubled the mineralised footprint of its Newmans rare earth discovery to 6.7km, with follow-up drilling also producing the strongest magnet rare earth interval reported so far. The early-stage results set up a busy fourth quarter of leach testing and further drilling, although no resource or recovery result has yet been established.

Auravelle Metals has reported encouraging gold results at Sheoak and expanded its Crown project, but its FY2026 annual report flags a material uncertainty over its ability to continue as a going concern. The company lost A$3.98 million, used A$4.07 million in operating cash and held A$632,721 at year end before completing a further A$1.5 million placement.

Heartland Group Holdings (NZX: HGH, ASX: HGH) more than doubled FY2026 net profit as margins widened, asset quality improved and its proposed TSB merger moved towards a shareholder vote. The bank also reported a 16% fall in restated emissions, though much of its climate-risk work remains incomplete or estimate-driven.

Hallenstein Glasson delivered a sharp lift in FY2026 profit as sales, margins and Australian trading strengthened. The NZX-listed retailer also raised its full-year dividend to 69 cents per share, while warning that early FY2027 sales growth is unlikely to persist at the same pace.