♟️ Thursday 5 November 2026 Thu, 5 Nov 2026

Forrestania Resources has cleared the key hurdle in its takeover of Zenith Minerals, with the offer now wholly unconditional and the bidder holding 63.87% voting power. The offer is scheduled to close on 12 November.

Anagenics has sold its haircare technology and évolis intellectual property to York St Brands for A$2.5 million upfront, while retaining exposure to future product sales through an eight-year earn-out. The deal follows the company’s first full-year profit and gives it more cash to simplify its portfolio.

Count Group (ASX:CUP) will acquire 75% of Skybridge Financial in its largest equity partnership investment to date, combining a regional accounting platform with $1.4 billion of funds under advice. The deal is being funded partly through a fully underwritten A$25 million placement and is expected to be mid to high single-digit EPS accretive in FY2027 before synergies.

Goodman Group and Digital Realty have sought to build a stake of up to 9.9% in NEXTDC at A$9.50 a share, just weeks after the data centre operator cut FY27 guidance. The pair say they do not currently intend to bid for control, but have kept that option open.

Neurizon says it has removed its remaining Obsidian convertible notes while targeting $6.3 million in new equity ahead of the pivotal NUZ-001 ALS readout. The funding plan reduces immediate conversion uncertainty, but the proposed Share Purchase Plan and possible future facility drawdown leave execution questions open.

Neuren has lifted its 2026 trofinetide income guidance to US$91 million-US$93 million after Acadia reported a 39% rise in Q3 DAYBUE sales and a US$35 million German launch milestone. Japan trial results also support a planned 2027 regulatory filing, although a launch remains subject to approval and a distribution partner.

Southern Cross Media says FY26 earnings fell short of expectations and first-quarter FY27 revenue is lower year on year, despite growing audiences across television, audio and publishing. Management is pressing ahead with a $150 million cost reduction program and expects the group’s new operating shape to be visible by FY28.

Eagers Automotive expects record 2026 revenue and underlying profit before tax, with continuing-operations revenue forecast at $17.3 billion to $17.5 billion. The upbeat outlook comes with a warning that higher rates, inflation and fuel costs are squeezing industry margins.

Aldoro has signed an MOU that would give WILLETECH a 51% stake in the Kameelburg project company and put the Namibian rare earths project on a proposed path to commercial production. The headline RMB2 billion funding commitment remains non-binding, however, with definitive agreements, approvals and proof of financing still outstanding.

Many Peaks Minerals has lifted the interim Ouarigue resource at its Ferké Gold Project to 2.077 million ounces, with deeper drilling adding a conceptual underground component. The upgrade strengthens the development case, but much of the growth remains Inferred and metallurgical work is unfinished.

DXN has told ASX that the intended cancellation of its A$8.8 million AI high-performance computing contract was price-sensitive information. The company expects to recover about A$4.2 million for work completed and committed costs, but has removed roughly A$8.6 million from its backlog and is still negotiating the termination agreement.

Toubani Resources has reported high-grade RC drilling at Kobada Main and Gosso in Mali, including a 55-metre interval at 3.30g/t gold. The results are being folded into an imminent resource update, while Gosso moves closer to becoming a second satellite ore source for the project.

Jindalee Lithium has cleared a key procedural step in its proposed US Elemental transaction, with the SEC declaring the Form S-4 registration statement effective. The McDermitt project still needs shareholder, financing and Nasdaq approvals before the targeted Q4 2026 listing can proceed.

American West Metals has converted part of its Storm resource into a maiden 12.58Mt Ore Reserve and outlined an 11-year copper mine in Nunavut. The project shows a US$118.9 million post-tax NPV at the company’s base-case prices, but still depends on funding, permitting and a further study before construction can begin.

GDI Property Group enters FY27 with full occupancy at its flagship Perth offices, a 25% lift in Funds From Operations and a plan to sell more than $100 million of non-core assets. Management is also targeting another 5.0 cents per security distribution, while warning that it may be paid partly or wholly from capital.

SciDev has won an award to supply bulk completion chemistry and on-site technical support to a major confidential oil and gas producer in the Permian Basin. The opportunity could generate up to A$20 million over 12 months, but there is no minimum purchase commitment.

Top End Energy has abandoned its proposed US AI data centre venture after receiving an unfavourable ASX response, leaving its shares suspended until the company disposes of its PowerPlay interest. The company is refocusing on Northern Territory exploration, but key permit approvals and the timing of any ASX reinstatement remain unresolved.

Woodside Energy has set a new capital framework aimed at lifting portfolio returns while directing 20% to 40% of adjusted operating cash flow towards dividends and potential buybacks. The strategy rests on Scarborough, Trion and Louisiana LNG reaching production milestones, alongside US$400 million in annual structural cost reductions from 2028.

Oracle has completed a sizeable capital raising combining US$10 billion of notes with the issue of 86.2 million common shares. The company has not yet specified how the proceeds will be divided between investment, debt repayment, acquisitions, dividends or buybacks.

CF Industries delivered stronger third-quarter earnings and cash generation as nitrogen prices and volumes improved, while construction began on its US$3.7 billion Blue Point One project. The result was helped by favourable market conditions, lower realised gas costs and a US$62 million business interruption insurance recovery.

Atmos Energy has forecast higher fiscal 2027 earnings, a larger capital programme and a 9% increase in its annual dividend. The natural gas distributor will also combine its chair and chief executive roles after Kim Cocklin’s retirement.

STERIS delivered 9% second-quarter revenue growth and lifted its fiscal 2027 adjusted EPS outlook, helped partly by tariff refunds. Life Sciences led the operating gains, while weaker cash flow and a new restructuring plan add important qualifications.

APA has lifted its 2026 free cash flow outlook by US$600 million to approximately US$2.9 billion, while setting a lower US$2 billion net debt target. Strong Permian production and debt reduction give the oil and gas producer more room for buybacks, dividends and its next investment cycle.

Host Hotels delivered an 8.8% rise in comparable hotel RevPAR and lifted its 2026 growth targets, despite a sharp quarterly fall in GAAP net income. Two acquisitions and a cheaper, longer-dated credit facility add a second layer to the lodging REIT’s expansion story.