♟️ Monday 19 October 2026 Mon, 19 Oct 2026

Northern Minerals will not hold its delayed 2025 AGM or 2026 AGM on 25 November after ASIC granted more time amid suspected non-compliance with federal share disposal orders. Both meetings must now be held by 31 March 2027, unless Treasury confirms compliance earlier.

Core Lithium has reported its longest mineralised intersection yet at the Blackbeard prospect, with diamond hole NMRD104 returning 92m at 1.25% Li2O. The result strengthens evidence of continuity near the Finniss processing plant, although assays remain pending and Blackbeard has no Mineral Resource.

Oceana Metals has completed its acquisition of the Serra Negra rare earths and niobium project in Brazil, turning an exploration proposal into its central operating asset. Four diamond rigs are now drilling toward a maiden JORC resource, although two mining-right amendments and part of the transaction consideration remain unresolved.

Skylark Minerals has more than tripled the Inferred Mineral Resource at its Zaranou Gold Project in Côte d’Ivoire to 1.20 million ounces after 2026 drilling at M’Basso. The company has also signed a binding agreement to lift its project interest from 51% to 90% for US$1.2 million.

Kaiser Reef has fully repaid its 1,872-ounce Auramet gold loan using cash generated by the Henty mine, removing a recurring delivery obligation worth about A$0.6 million a month at current gold prices. The company still owes Catalyst Metals 2,400 ounces through October 2030.

Sinclair Gold has extended gold mineralisation up to 230 metres beyond the northern Mt Henry resource boundary, including a 0.4-metre interval grading 122.7g/t. Drilling has also identified mineralisation 250 metres south of the main resource, with assays pending from 30 holes.

RAS Technology has agreed to a $49.8 million all-cash takeover by The Press Association, giving shareholders a 93% premium to the last traded price. The deal has board and founder support, but still requires an independent expert’s endorsement, shareholder approval and Federal Court sanction.

MaxiPARTS has completed its $11.2 million purchase of Air Brake Systems, an acquisition expected to lift earnings per share by 17% before synergies. The deal adds a commercial vehicle braking business with $20 million in revenue and is forecast to contribute $5.5 million to group operating EBITDA by FY29, including synergies and underlying growth.

MONEYME opened FY27 with stronger growth, record-low net credit losses and its third consecutive quarter of positive Normalised NPAT. The unaudited result supports the lender’s reaffirmed FY27 target of breakeven to $7 million, while its expanding unsecured portfolio remains an important test.

Zoono Group has advanced retailer, packaging and shipping-container programs across several markets, but ended the September quarter with just NZ$77,000 in cash. The company estimates funding for 0.67 quarters and says further funding lines or an equity raise may be required if customer receipts do not accelerate.

QMines has intersected further high-grade copper-gold mineralisation beneath the flooded Mt Chalmers pit, led by 26.2 metres at 2.0% copper equivalent including 2.4 metres at 9.1% CuEq. The results strengthen the geological model and leave mineralisation open, but continuity, true widths and the eventual resource impact remain unconfirmed.

Amplitude Energy has opened FY27 with record quarterly production and revenue, while a successful Juliet gas discovery and East Coast Supply Project investment decision push its growth plan forward. The trade-off is higher spending, with FY27 capital expenditure guidance rising to A$320 million to A$390 million.

Medallion Metals is moving towards first gold production, with Cosmic Boy processing scheduled to begin this month and initial sales expected in November. At Kundip, the first box-cut blast is complete and underground development remains targeted for December.

Orion Minerals has made Glencore’s US$40 million Tranche A financing unconditional, clearing the way for development of the Uppers Mine at its Prieska copper-zinc project in South Africa. The larger US$210 million package for the Deeps remains conditional, leaving the project’s full build-out dependent on further funding.

Pro Medicus has signed a seven-year, A$24 million contract with Billings Clinic - Logan Health for a cloud-based deployment of its Visage 7 imaging platform. The transaction-based structure offers potential additional upside, although the announcement does not quantify future volumes or revenue timing.

Hazer Group has expanded its commercial pipeline through a paid Japanese utility study assessing hydrogen facilities of up to 300,000 tonnes per year, while its KBR alliance advances a standardised commercial-scale design. The company ended September with A$8.3 million in cash and reported A$12.9 million in pro-forma funding, but remains pre-revenue in the quarter.

FleetPartners has agreed to a $1.131 billion cash takeover by SG Fleet after a competitive auction lifted the offer to $5.30 per share. The deal still requires shareholder, court and regulatory approval, with completion targeted for March 2027.

New Hope has agreed to acquire the Malabar shares it does not already own in an all-scrip deal valuing Malabar at about A$1.8 billion. The transaction would give New Hope full control of the ramping Maxwell underground mine and create a coal group targeting roughly 19Mtpa of saleable production.

Ampol's third-quarter trading strengthened as Lytton refinery margins more than doubled and Convenience Retail sales surged, but extra maintenance will reduce expected fourth-quarter higher-value product output by about 150 million litres. The Ultra Low Sulfur Fuels project has also slipped into the first quarter of 2027, while the proposed Evie Networks acquisition awaits regulatory clearance.

Arena REIT has raised its FY2027 distribution guidance to 19.0-20.2 cents per security as rent collection and replacement operator arrangements improve across its troubled Edge portfolio. The upgrade remains partly dependent on transactions, lease assignments and approvals being completed.

Mitchell Services delivered a sharp earnings acceleration in FY27’s opening quarter, helped by stronger rig utilisation, higher revenue per shift and a $3.4 million insurance benefit. Ten additional underground rig contracts provide a potential route to 80 operating rigs, although higher capital spending and softer cash conversion temper the picture.

Reliance Worldwide Corporation’s go-shop period has ended without an alternative proposal, leaving Brookfield’s US$3.38-per-share takeover as the only deal before shareholders. The board has reaffirmed its unanimous recommendation, but the scheme still requires shareholder, Court, regulatory and expert approval.

Hot Chili has confirmed a second porphyry centre south of its La Verde copper-gold discovery in Chile, with RC drilling returning a broad, shallow copper intersection. A deeper diamond hole shows extensive sulphide mineralisation visually, but laboratory assays are still required before the scale can be properly assessed.

Buru Energy has applied for a Production Licence covering its wholly owned Rafael gas and condensate field in Western Australia, moving the project into another key regulatory phase. The application follows the booking of 15.25 MMboe of 2P Reserves and keeps planned 2027 drilling and early 2029 first gas in view, subject to approvals and funding.