♟️ Wednesday 21 October 2026 Wed, 21 Oct 2026

Woodside delivered a stronger third quarter as production rose 12% and operating revenue reached US$4.281 billion. Scarborough is now 99% complete and remains on track for its first LNG cargo in Q4, while the company moves to reduce its Beaumont New Ammonia investment.

Cleo Diagnostics’ prototype ovarian cancer screening test met or exceeded every predefined performance target in a 247-person proof-of-concept study, including among 62 Stage I cases. The result moves the program into larger bridging and expanded studies, but it remains retrospective evidence rather than a validated screening test.

Findi says it has not secured financing or restructuring terms acceptable to the relevant parties, while its cash runway remains short and its ASX suspension continues. The company cannot provide a date for lodging its FY2026 audited accounts or Annual Report.

Trek Metals has confirmed a shallow, high-grade manganese discovery at Kuro in Western Australia, with 38 of 72 Phase 1 holes returning significant intercepts. Follow-up drilling is complete, while the company has also secured an option over a second manganese project in Arizona.

BLS Pharmaceuticals has started FY27 with its strongest quarter on record, reporting A$26.7 million in unaudited revenue and positive operating cash flow. The company reaffirmed its A$105 million to A$115 million revenue guidance while continuing to invest in Australian and Scottish manufacturing capacity.

Invion has secured two financing arrangements that could cover up to approximately 85% of its clinical trial costs, providing support for its skin cancer and planned anogenital cancer programs. The funding comes with potential dilution, 16% interest and conditions that leave the actual amount available dependent on drawdowns and R&D tax refunds.

Telix reported US$245 million in unaudited third-quarter revenue, with Precision Medicine sales up 30% and full-year revenue and other income still expected to exceed US$1 billion. The quarter also advanced the proposed US$1.65 billion ITM merger, added FDA-approved Pixclara to the commercial portfolio and narrowed the R&D spending range.

Sigma Healthcare has entered FY27 with double-digit Chemist Warehouse sales growth, stronger earnings and a merger integration program targeting $100 million in annual synergies by FY29. The next test is whether store expansion and technology consolidation can convert momentum into durable cash returns.

Beach Energy delivered its strongest quarterly revenue result on record, with sales rising 41% to A$565 million as production increased 9% to 5.4 MMboe. Waitsia reliability improved, offshore abandonment work was completed and FY27 guidance remained unchanged.

CurveBeam AI has secured its strongest first-quarter HiRise sales result, gained China regulatory clearance and raised A$7.35 million to fund the next stage of commercialisation. The progress comes alongside lower customer receipts and a reported 4.3 quarters of cash runway.

Atlas Arteria’s proportional toll revenue fell 0.4% in the September quarter excluding foreign exchange, while a proposed French tax package could have added about €210 million to APRR Group costs under 2025 conditions. Stronger US and German traffic provided some offset, but the company remains exposed to weak French light-vehicle demand and uncertain legislation.

PLS has priced US$700 million of senior unsecured notes at an 8.00% coupon, adding a substantial source of funding as the lithium producer prepares for further capital investment. The notes mature in 2032, with settlement expected on 23 October subject to customary conditions.

GoldArc Resources has secured approval for the western haul road and expanded accommodation village needed to support mining at Mt Stirling and Mt Stirling Well. The project is now described as fully permitted and shovel ready, although a mining start date and processing arrangement remain unresolved.

PC Gold has reported a run of thick, stacked gold intercepts at its 1.51Moz Spring Hill project, with five of eight diamond holes delivering best single intercepts of about 70 gram-metres or more. The results add momentum ahead of a targeted December Mineral Resource Estimate update, while coarse-gold sampling and pending assays remain important variables.

Encounter Resources has extended a shallow, high-grade niobium zone at Joyce across more than 400 metres of strike, bringing a maiden resource estimate into view. The company has also identified copper anomalism in the southern part of the prospect, although that result remains early-stage.

Kingfisher Mining has reported strong September-quarter drilling results across its Broken Hill portfolio and secured approximately $2.25 million for further exploration. The next test is whether follow-up drilling can turn high-grade intersections into a larger, coherent mineralised system.

BPH Energy’s latest quarter puts its portfolio risks in sharp relief: Advent is appealing the PEP11 ruling while another subsidiary remains in voluntary administration. BPH ended September with $1.127 million in cash, but deployed $972,000 in loans to investees during the quarter.

Westgold Resources has completed a A$33.3 million infrastructure program at Beta Hunt, where an annualised 2Mtpa mining rate was reached in September. The company is now targeting sustained performance at that rate from Q2 FY27, while warning that the mine’s original life-of-mine ventilation system still requires repair, recommissioning or replacement.

AEMO has increased the capacity allocation for Frontier Energy’s Waroona Stage One project by 10.95MW, lifting expected annual Reserve Capacity Payments to about $36 million. The change raises the project’s forecast revenue, EBITDA and free cash flow through the fixed-price period, although the forecasts still depend on construction, commissioning and future capacity assessments.

Northern Star has completed the crucial tie-in for KCGM’s expanded mill, but the integrated plant remains in the early stages of commissioning after a weaker September quarter. FY27 production and cost guidance is unchanged, while negative underlying free cash flow and a A$500 million debt draw add financial tension.

Pro Medicus has secured a seven-year, A$43 million contract with New Jersey healthcare provider Virtua Health, expanding its cloud-based Visage 7 platform across five hospitals. The transaction-based agreement includes cardiology imaging and offers potential upside beyond the disclosed contract value, although the timing of revenue remains unspecified.

Provaris Energy has accepted $914,500 in final Share Purchase Plan applications after delayed electronic transfers pushed demand 50% above its $600,000 target. The raise will fund hydrogen and LCO₂ development, while a proposed option package still requires shareholder approval.

Bega Cheese has entered FY2027 with normalised EBITDA guidance of $240 million to $245 million after delivering a sharp improvement in FY2026 earnings. The company expects a relatively flat first half before stronger growth in the second half, supported by branded products, automation and manufacturing savings.

SkyCity has reiterated its FY27 earnings outlook after first-quarter trading remained in line with expectations, despite subdued consumer conditions in New Zealand and Australia. Cost savings are running ahead of schedule, but one-off charges, online casino investment and the absence of formal guidance leave the recovery heavily execution-dependent.