♟️ Wednesday 28 October 2026 Wed, 28 Oct 2026

Comvita has moved from NZ$62.4 million of net debt to NZ$0.5 million of net cash in a year, while FY27 first-quarter sales rose 4.6%. The sharper test now is whether its operating reset can convert a stronger balance sheet into durable shareholder returns, with no FY27 dividend expected and board control still contested.

Dexus has forecast lower FY27 earnings while refocusing its business on office, industrial, retail and selected alternatives. The ASX-listed real estate group is also targeting more than A$2 billion of capital release, but remains exposed to infrastructure fund liquidity issues and the unresolved APAC appeal.

Turnstone Resources has completed portfolio-wide magnetic surveys in Sweden and begun reviewing strategic options for its German potash assets, while its September cash balance covered less than one quarter of reported outgoings. The ASX-listed explorer also secured A$1.1 million in placement commitments and expects lower corporate costs ahead.

Thrive Tribe Technologies has made progress on its defence and veteran software ambitions, but ended September with just A$20,000 in cash after a A$573,000 operating outflow. Its proposed A$2 million placement remains uncommitted and requires shareholder approval in November.

Biotron’s BIT-HBV001 produced up to a 99.7% reduction in HBV-DNA in cell-based studies, while combination testing with Myrcludex B showed antiviral synergy. The company is also refining SedRx’s European regulatory pathway, but had A$1.06 million in cash at quarter-end, equivalent to 2.15 quarters of funding at the latest operating burn rate.

IMEXHS has moved several proprietary AI agents into live customer use while delivering stronger revenue, earnings and operating cash flow in the third quarter. But software bookings fell sharply, ARR was flat after churn, and Colombian receivables remain a material cash risk.

Magnetite Mines has raised approximately $1.32 million after its shareholder purchase plan reached capacity and a follow-on placement absorbed excess demand. The funding gives the Razorback project more room to progress, although the proposed free options remain subject to shareholder approval.

Data#3 has upgraded its FY27 first-half profit projection after delivering record FY26 sales, earnings and dividends. The company expects strong early-year growth, although one-off transactions and a softer second-half growth rate will shape the full-year result.

Oceana Metals is positioning its 100%-owned Serra Negra project in Brazil as a large-scale rare earths opportunity, backed by broad, high-grade exploration results and a four-rig drilling program. The next test is whether those results can be converted into a maiden mineral resource and, eventually, an economically viable project.

Warburg Pincus has raised its non-binding proposal for Ingenia to $5.45 per stapled security, potentially delivering up to $5.50 including a permitted distribution. The increase has triggered AVID Property Group’s right to match or exceed the offer, while Ingenia’s Peet transaction remains in force.

Asara Resources has lifted the Kada Gold Project’s Mineral Resource by 125% to 2.08 million ounces, with Indicated Resources now accounting for 1.27 million ounces. The Guinea-focused explorer is directing its next phase towards a Definitive Feasibility Study while continuing resource conversion drilling and expanding its regional ground position.

Taruga Minerals has promoted director Eric de Mori to Managing Director as its first diamond drilling campaign at Weioko gets underway in Papua New Guinea. The appointment gives him responsibility for exploration execution and project option decisions due before December, alongside a remuneration package that includes up to 60 million incentive options.

Adheris Health delivered a stronger first quarter on revenue, margins and its CY27 sales pipeline, but ended September with US$3.5 million in cash after a US$3.1 million operating outflow. The company also disclosed the impending loss of a major pharmacy partner and a US$2.3 million-plus legal claim.

Mithril Silver and Gold (ASX:MTH) has identified Target 4 at Copalquin as a potential second resource area after drilling returned wide, high-grade silver-gold intercepts across a 550-metre strike. The company has also started a preliminary economic assessment for Target 1, but its A$4.1 million cash balance leaves limited room before further funding may be needed.

Vicinity Centres has reaffirmed its FY27 earnings targets after a resilient first quarter, with occupancy steady at 99.6%, leasing spreads widening to 5.1% and portfolio sales rising 3.0%. The AGM also marked the retirement of chairman Trevor Gerber and director Tim Hammon.

Arika Resources has uncovered new high-grade lodes at the historic Cosmopolitan and Champion mines, including a 19-metre intersection grading 7.99g/t gold. The discoveries headline a 9,000-metre drilling push backed by a $6.55 million placement and fresh government co-funding.

Vicinity Centres has reaffirmed its FY27 earnings guidance after a resilient first quarter, with occupancy steady at 99.6%, leasing spreads widening to 5.1% and total portfolio sales rising 3.0%. The AGM also marked Trevor Gerber’s retirement as chairman and the formal leadership transition to Patrick Allaway.

Grange Resources has approved the Savage River North Pit Underground Project, targeting underground development from Q1 2027 and production continuity to 2035. The decision arrived alongside stronger September-quarter production, sales, realised pricing and cash reserves.

Centaurus Metals has secured binding five-year offtake agreements with Glencore and CNGR covering all forecast Jaguar nickel concentrate production during the project’s first five years. The two groups will also invest a combined US$40 million, although part of that funding remains conditional on regulatory, shareholder and project-development milestones.

RooLife Group opened FY2027 with A$7.9 million in unaudited revenue and customer cash receipts up 884% year on year. The stronger quarter comes as its Aurora renewable energy division shifts from acquisition and product development towards project execution, although operating cash flow remains negative.

Cazaly Resources has secured a 51% stake in the Goongarrie Gold Project a year ahead of schedule, while early Hastings drilling extended anomalous gold mineralisation along the Bardoc Tectonic Zone. The explorer is now testing another historical target at Gulls Blow as a new managing director begins a review of the wider portfolio.

EQ Resources has opened FY2027 with record revenue, EBITDA, profit and operating cashflow as tungsten production climbed 81% quarter-on-quarter. The company has also set its first full-year production, cost and capital expenditure targets, while expansion work and a Spanish regulatory issue remain key execution tests.

Kinetiko has received a further A$400,000 from its placement and now forecasts about A$6.0 million in pro forma funding for Brakfontein. Most of that funding remains conditional on shareholder approval and a separate project financial close.

Zimi has moved its next-generation Matter smart-home range closer to certification and production, while securing access to more than 10,000 retail outlets through Directed. But the company ended September with $344,000 in cash after burning $714,000 on operations, leaving further funding firmly in the frame.