♟️ Wednesday 4 November 2026 Wed, 4 Nov 2026

Felix Gold has secured $7.25 million in placement commitments at a 14.3% discount and will seek a further $1 million from eligible shareholders. The funds will support mine permitting, refinery studies, drilling and resource work, but part of the raise still requires shareholder approval.

Centaurus Metals has completed CNGR’s US$12.5 million first investment, taking cash received for the Jaguar Nickel Project to US$25 million alongside Glencore’s placement. The second tranche remains conditional on shareholder approval, a final investment decision and, for CNGR, Chinese regulatory clearance.

Titan Minerals has been suspended from trading while it finalises funding arrangements, with the company expecting to make a market announcement by 9 November. The suspension leaves the size, structure and potential impact of the funding undisclosed for now.

PMET Resources has increased contained caesium oxide at its Shaakichiuwaanaan project by 55% and added maiden rubidium and CV4 lithium resources. The update is designed to feed an updated feasibility study and broader economic assessment due before year end, but the new resources are not yet reserves.

BOA Resources has completed its maiden 46-hole RC program at Ricci Lee with high-grade copper results across two lodes, including a 23-metre intersection at 2.65% copper. The mineralisation remains open at depth and to the north, with diamond drilling planned to begin in November.

Beam Communications has returned to positive underlying earnings and cash generation after exiting ZOLEO, but the reset comes with a materially smaller revenue base. The satellite communications group expects FY27 operating cashflow to remain positive despite forecasting lower revenue than FY26.

Caprice Resources has declared a maiden 522,000-ounce JORC Mineral Resource at its Island Gold Project in Western Australia, including a 340,000-ounce high-grade component. The resource gives the company a quantified platform for growth, but nearly half the ounces remain Inferred and the project is not yet an Ore Reserve.

Ingenia Communities has told ASX it found no evidence that directors, executives or advisers disclosed confidential takeover information before market announcements. The company remains unable to explain how details of competing AVID and Warburg Pincus proposals appeared in media reports ahead of release.

Janus Electric has mapped out an expansion across five US regions and Western Australia after building a 124-truck North American order book worth approximately A$64.6 million gross. The company reiterated FY27 revenue guidance of A$70 million to A$100 million, but delivery remains dependent on incentives, financing, battery supply and execution.

Dateline Resources and the US Government have separately asked the Ninth Circuit to stay the preliminary injunction blocking work at the Colosseum project while the underlying appeal proceeds. The application creates a fresh opportunity to resume activity, but does not itself lift the injunction.

Radiopharm Theranostics has reached final alignment with the U.S. FDA on a single pivotal Phase 3 trial for RAD101, its brain metastases imaging agent. The approximately 280-patient study is expected to begin dosing in the first half of 2027, moving the program from regulatory planning towards execution.

OD6 Metals has reported 14 metres at 93.7% CaF₂ from systematic channel sampling at the Big Jim workings in Nevada. The result strengthens Big Jim as a priority drilling target, although the channel follows the vein along strike and does not establish its true thickness or a mineral resource.

Percheron Therapeutics has lodged a prospectus for up to 280 million options linked to its earlier $2.3 million placement, with the securities carrying a $0.01 exercise price and expiring in April 2028. The filing raises no meaningful cash on issue, but could provide up to $2.8 million if all options are later exercised while adding a potentially dilutive layer to the capital structure.

Mosaic has swung to a third-quarter loss as production curtailments, weak volumes and sharply higher sulfur costs overwhelmed stronger fertiliser prices. The company is cutting capital spending, extending debt maturities and betting that cheaper sulfur will begin to help in early 2027.

Supermicro’s preliminary fiscal first-quarter sales nearly quadrupled year on year to US$19.9 billion, as net income reached US$1.59 billion. The company forecast fiscal 2027 revenue of US$72 billion to US$82 billion, although weaker sequential margins and negative operating cash flow add important qualifications.

Native Mineral Resources delivered a record 1,300.2oz of refined gold from Blackjack in October, supported by higher grades, throughput and plant recovery. A further 895.9oz doré smelt has opened November, although its final Perth Mint outturn remains pending.

Jack Henry delivered a stronger-than-expected fiscal first quarter, with revenue, operating income and earnings per share all accelerating year on year. Cloud, card, digital and faster-payments demand supported the result, while buybacks and higher borrowings shaped the capital picture.

Riversgold has agreed to acquire a 12-square-kilometre tenement surrounding its Northern Zone gold project near Kalgoorlie, opening the door to western extensions of known mineralisation. The A$1 million cash and share deal also creates a near-term funding requirement and adds royalties to the asset.

American International Group delivered a sharp rise in reported third-quarter profit, supported by investment gains and higher insurance premiums. But adjusted earnings fell as catastrophe losses increased and underwriting income weakened, creating a more mixed picture beneath the headline result.

Goodman Group is targeting 9% growth in FY27 operating EPS as its global development pipeline expands amid tight power, land and planning constraints. The group’s work in progress reached $19.7 billion, with data centres accounting for 79% of the total.

City Chic says reduced discounting is lifting margins and store sales, putting the retailer on track for positive first-half EBIT and no drawn debt by the end of January. The improvement comes with revenue still under pressure, particularly in the USA and online channels, leaving the Black Friday and Christmas period decisive.

Assurant lifted its 2026 earnings outlook after reporting strong third-quarter growth across its Lifestyle and Housing businesses. The insurer also plans to increase share repurchases to US$350 million, although catastrophe losses and reserve development remain important variables.

International Flavors & Fragrances raised the lower end of its 2026 sales and adjusted EBITDA guidance after broad-based third-quarter growth. The stronger operating result sits alongside a US$134 million pre-tax continuing-operations loss and a costly Food Ingredients separation still awaiting completion.

SRJ Technologies has replaced both its chair and chief executive as it turns from international expansion toward operational delivery and revenue conversion. Ben Lumley will serve as interim CEO with an initial two-month review period, while Mark Lindh becomes chair.