♟️ Tuesday 3 November 2026 Tue, 3 Nov 2026

Peet’s proposed takeover by Ingenia has cleared its first formal Court hurdle, with ASIC registering the Scheme Booklet ahead of a shareholder vote on 7 December. Kroll says the deal is fair and in shareholders’ best interests, but ACCC clearance, Flagstone documentation and a second Court hearing remain outstanding.

Burgundy Diamond Mines says its Ekati diamond mine has ceased operations after a funding process failed to secure a transaction capable of keeping the mine open. Its subsidiaries tied to Ekati and the Naujaat project have entered receivership, leaving the board to assess the company’s remaining options.

Clever Culture Systems has secured $2.6 million to develop APAS Revolution, a smaller benchtop system aimed at pharmaceutical manufacturers not served by its existing platform. The funding combines a discounted share placement with new debt, while commercial launch is targeted for the first half of 2028.

Centaurus Metals has completed the first A$17.8 million share placement to Glencore, marking the first cash injection from a proposed US$40 million strategic funding package for its Jaguar Nickel Project in Brazil. The next milestones are CNGR’s initial share issue, shareholder approval and a Final Investment Decision.

QMines has raised more than targeted through a $5.5 million placement, giving its Mt Chalmers copper-gold development a larger funding base as drilling continues. The company also intends to seek a further $1 million from eligible shareholders, although both the SPP and deferred sale proceeds remain subject to completion.

Dart Mining has reduced the headline consideration for four Victorian projects sold to Indigo Metals by A$3.1 million, as the proposed IPO-backed transaction faces fresh shareholder approval. The revised package includes A$2 million cash, 10 million Indigo shares and a 2.5% antimony royalty.

Power Minerals has agreed to a A$5 million strategic placement to Critical Metals Corp, which is set to become an approximately 8% cornerstone shareholder. The funding will support expanded drilling at the company’s high-grade Morro do Ferro rare earths project in Brazil.

Schoolblazer has secured binding commitments for a A$5.325 million placement, with proceeds earmarked partly for repayment of its IFM debt facility. The raise includes A$1.75 million of director participation that still requires shareholder approval.

Sigma Lithium has launched a US$100 million convertible bond to replace expensive secured debt and push its main repayment risk into 2029 and 2031. The financing arrives as operations recover from a Brazilian suspension that cut third-quarter production but left the company reporting a 32% gross margin.

Coast Entertainment has outlined a staged plan to build a four-star hotel and entertainment, dining and retail precinct beside Dreamworld, with preliminary modelling indicating a completion value of about $330 million. The proposal comes as the company returns to profit and reports stronger visitation, cash generation and asset valuations.

Apple closed fiscal 2026 with record quarterly revenue of US$114.5 billion, 14% diluted EPS growth and an all-time Services sales high. The result was helped by tariff refunds, while the company’s next test will be converting its latest product cycle into sustained growth.

Keysight Technologies has tapped long-time finance executive Jason Kary to replace CFO Neil Dougherty, who is stepping down for personal reasons. The company has left its fiscal fourth-quarter outlook unchanged ahead of results on November 19.

Lennox is replacing the head of its Building Climate Solutions segment with an internal executive while retaining the outgoing leader as a strategic adviser through February 2028. The transition preserves customer and leadership continuity, but the filing does not indicate any change to financial guidance.

Tivan has lifted the Indicated portion of its Speewah fluorite resource by 37% after 14,025 metres of drilling, clearing a key technical hurdle for mine planning and Ore Reserve work. The overall resource grew only 4%, leaving the next test firmly in project economics, metallurgy and funding.

Javelin Minerals’ board has unanimously urged shareholders to accept First Au’s all-scrip takeover, even as an independent expert concluded the offer is not fair but reasonable. The proposal values each Javelin share at 10.29 cents based on FirstAU’s latest stated price, with funding risks and a key shareholder vote still ahead.

UDR lifted its full-year 2026 guidance after third-quarter FFO as Adjusted met expectations, while a new US$2 billion Apollo partnership released US$1.34 billion of equity capital. The apartment REIT is also accelerating share buybacks and asset sales as same-store growth remains modest but occupancy stays high.

onsemi has raised its 2030 AI data centre revenue target above US$3 billion after AI sales surged 175% year over year. The semiconductor maker is also buying Ferric for up to US$775 million while reshaping its planned Synaptics acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

SBA Communications delivered modest site-leasing growth in the third quarter, but AFFO fell 5% and the company lowered parts of its 2026 outlook. The tower owner is also withdrawing from Chile, Ecuador and potentially Peru while committing US$300 million to share buybacks.

Healthpeak has raised its 2026 adjusted FFO and same-store NOI guidance after a quarter of strong senior housing growth, leasing activity and portfolio expansion. The uplift comes with a lower GAAP earnings outlook, reflecting depreciation from newly acquired senior housing assets.

Realty Income delivered 3.7% year-on-year growth in quarterly AFFO per share and raised its 2026 AFFO guidance, while keeping its US$10.0 billion investment target intact. The net lease REIT is also expanding its European private capital platform with KKR, but leverage and modest same-store growth remain part of the equation.

Palantir delivered a record fiscal third quarter, with revenue rising 96% to US$2.313 billion and US commercial revenue overtaking government revenue for the first time. The company also lifted its full-year 2026 guidance across revenue, commercial sales and cash flow.

Diamondback Energy delivered a strong third quarter, pairing US$2.1 billion in free cash flow with a higher dividend and increased 2026 production guidance. The company is also expanding its Permian gas exposure as it prepares for higher capital spending and a more infrastructure-heavy growth strategy.

Williams delivered higher third-quarter earnings and cash generation while keeping its 2026 guidance intact. The Momentum Midstream acquisition and a growing slate of pipeline, storage and power projects are now central to the company’s expansion case.