♟️ Monday 2 November 2026 Mon, 2 Nov 2026

Lumentum delivered a 136.5% year-on-year revenue surge in fiscal Q1 2027 and forecast a further step-up to as much as US$1.625 billion in the next quarter. Management also disclosed purchase commitments exceeding US$5 billion linked to a second major NPO/CPO win, though the timing and enforceability of those commitments were not detailed.

Marriott delivered broad-based third-quarter growth and lifted its full-year RevPAR forecast, while expanding its hotel pipeline to a record 634,000-plus rooms. The result also combined stronger earnings with heavier debt and substantial share buybacks.

IDEXX Laboratories has raised its 2026 revenue and earnings outlook after reporting 10% third-quarter revenue growth and an 18% rise in diluted EPS. The upgrade came alongside rapid adoption of its inVue Dx analyzers, although acquisition costs prompted a lower full-year operating margin forecast.

Loews Corporation (NYSE:L) reported third-quarter net income of US$306 million, down 39% from a year earlier, after CNA’s long-term care reserve review cut attributable earnings by US$125 million. Stronger hotel performance and share buybacks offered some support, but CNA’s underwriting trends remain a central concern.

Hawk Resources has acknowledged that historical portable XRF readings underpinning its Olympus scandium story lacked calibration, quality-control and detection-limit records, and were not reliable indicators of scandium grades. The company maintains its original disclosure complied with ASX rules and the JORC Code, but says it will no longer use the historical results.

First Au and Javelin Minerals have replaced their September takeover deed with an amended and restated agreement, keeping the core scrip exchange ratio unchanged. The transaction remains conditional, with the offer period scheduled to close on 30 November 2026 unless extended or withdrawn.

CAQ Holdings ended the September quarter with $487,000 in cash and an estimated 1.34 quarters of funding, while all $3.957 million of its financing facilities remained drawn. Property revenue was stable, but the company said its proposed debt extension had not been finalised.

Nagambie Resources says Alkane’s early drilling has extended the C2W lode 115 metres down-dip, with peak assays of 24g/t gold and 30.9% antimony. The results arrive as Alkane weighs whether to proceed beyond its 12-month option and fund up to A$27.5 million for an 80% joint venture interest.

Global Masters Fund will pay its first-ever dividend, a 15.0 cent per share special distribution that is fully franked and sourced from taxable capital gains. The payment marks a deliberate transition for the listed investment company, not the start of a regular dividend stream.

Dicker Data has completed its acquisition of Sektor Group, adding a NZD 440 million-revenue distribution business across Australia, New Zealand and Southeast Asia. The deal was funded by extending existing debt facilities and is expected to be earnings accretive in FY26, excluding one-off transaction and integration costs.

Noxopharm has secured a $1.5 million placement and agreed to convert $3.78 million of shareholder notes as it prepares to test SOF-SKN in cutaneous lupus patients. The funding eases an immediate cash constraint, but the package also brings substantial dilution and remains partly subject to shareholder approval.

Savannah Goldfields has paused Georgetown production after processing its available Big Reef ore, with mining not expected to resume until the second quarter of 2027. The company ended September with A$1.23 million in cash and remains reliant on a material financing transaction while its securities stay suspended.

hummgroup delivered 13.7% volume growth in the first quarter while holding group margins steady and improving cost efficiency. The more consequential move was a decision to exit its loss-making Canadian business, although the method, timing and one-off costs remain unresolved.

Whitehaven Coal’s Winchester South project has received a recommendation for approval from the Queensland Land Court, advancing a key regulatory process. Final Queensland decisions and Commonwealth environmental approval are still required before the project can proceed.

OpenLearning is seeking up to $2.14 million to fund expansion across Southeast Asia, AI development and working capital, with $700,000 already committed. The raising comes with free options and significant insider participation, but remains dependent on shareholder take-up in an ununderwritten entitlement offer.

oOh!media shareholders have taken the proposed $1.68-per-share I Squared Capital takeover to its decisive meeting, with proxy and direct votes showing 99.81% support by votes cast. The final poll result was still to be announced, while FIRB approval remains the key outstanding regulatory hurdle.

Orezone Gold has put a US$1.05 billion after-tax valuation on a 14-year Casa Berardi mine plan, with a planned East Mine restart and 1.63 million ounces of production. The economic case remains preliminary, includes Inferred Resources and reports no Mineral Reserves.

Accent Resources has completed the sale of its Norseman Gold Project and received A$3.0 million in cash, giving its Magnetite Range iron ore strategy immediate funding. A further A$1.0 million remains conditional on mining-lease and operating approvals.

Neurizon Therapeutics has secured A$4.3 million through a discounted placement and is seeking another A$2.0 million from eligible shareholders, while redeeming its remaining Obsidian convertible notes. The move removes current note-conversion dilution, but shifts funding risk towards equity holders ahead of a pivotal NUZ-001 trial readout.

Vintage Energy’s FY26 annual report has laid bare the financing challenge behind its Cooper Basin growth plans, with production and revenue falling, reserves reclassified and the auditor flagging material uncertainty over the company’s ability to continue as a going concern. A $2.5 million net government grant contribution provides a start, but Vintage still needs matching capital to drill and work over its core gas assets.

Skylark Minerals has secured A$20 million in institutional funding, including a strategic A$5.1 million investment from West African gold producer PDI Gold. The capital will fund the next phase of exploration at Côte d’Ivoire’s Zaranou project, where the Inferred Mineral Resource recently reached 1.20 million ounces.

Nexsen has secured ISO 13485 certification covering the design, development and manufacture of its StrepSure Group B Streptococcus diagnostic. The milestone strengthens the product’s regulatory and manufacturing platform, but does not yet amount to FDA or TGA approval.

ADX Energy has launched a discounted 2-for-5 renounceable rights issue targeting up to A$5.2 million, with proceeds aimed at Vienna Basin production work and new Austrian gas activity. The raise is only partially underwritten, while the prospectus warns that failure to complete it would create significant going-concern uncertainty.

Iltani Resources has reported its thickest-ever Orient intercept, with 106m at 143 g/t silver equivalent from shallow depth in Orient East. Further results also broaden the southern and eastern targets ahead of a resource update and a planned 145-hole follow-up program.