♟️ Friday 6 November 2026 Fri, 6 Nov 2026

PPL has raised its long-term earnings growth target and unveiled a US$25 billion investment plan, while positioning new generation projects to capture soaring data centre demand. The opportunity is substantial, but the headline Pennsylvania deal remains non-binding and the plan requires further equity funding.

Vistra delivered a sharp third-quarter earnings increase, raised its 2026 outlook and opened a larger 2027 earnings pipeline. The gains come alongside a major gas-generation acquisition, fresh buyback capacity and a pro forma liquidity decline to about US$5.4 billion.

Charter Communications has launched a major operating reset after pro forma revenue, EBITDA and Internet customers declined in the third quarter. The company is targeting US$2 billion in annualised savings, but carries US$108.6 billion of debt after completing its Cox acquisition.

Moderna returned to quarterly GAAP profit, raised its 2026 revenue growth outlook and reported positive Phase 3 melanoma data. The stronger quarter was supported by international COVID vaccine sales, while cash generation and pipeline execution remain important tests.

Humana delivered a better-than-expected third quarter on insurance claims performance, lifting its 2026 adjusted EPS guidance despite reporting an adjusted loss for the period. The company also flagged stronger CenterWell growth and a lower-cost BlackRock joint venture as part of its path towards a 3% pretax margin by 2028.

Ingenia Communities has reopened due diligence with Warburg Pincus after receiving a higher non-binding proposal worth up to $5.60 per stapled security. AVID Property Group now has until 10 November to match or exceed the offer, while Ingenia continues to pursue its Peet acquisition.

The Takeovers Panel has ordered A2MP Investments to correct disclosures made during its lapsed takeover bid for Canyon Resources, including its strategic and funding intentions and revised project assumptions. The corrective document must also explain how Canyon information was used in A2MP’s valuation and pricing analysis.

Atlantic Lithium’s Scheme Booklet has been registered with ASIC, putting Huayou’s proposed US$210 million acquisition on the final stretch towards a shareholder vote. BDO backs the deal in the absence of a superior offer, but several regulatory and transaction conditions remain outstanding.

Clime Capital has received $8.5 million after a Victorian industrial development loan was refinanced, with the transaction expected to generate a $1.5 million FY27 gain. The settlement removes one material exposure from the unlisted investment pool under review after the company’s FY26 audit qualification.

Starpharma is targeting a December start for first-in-human testing of its lead DEP HER2-Lu radiopharmaceutical, subject to ethics approval, as it shifts decisively toward targeted oncology. The company also outlined stronger funding, majority ownership of Petalion’s FAP program and a proposed Chair transition at its 2026 AGM.

Lindsay Australia has crossed $1 billion in annual revenue for the first time, with underlying EBIT up 37.7% to $60.4 million. The logistics group is now turning from major network investment to extracting returns, even as softer freight volumes and lower horticultural yields cloud FY27.

The Colonial Motor Company delivered a stronger FY2026 result, but warned that first-quarter earnings have come under pressure as Chinese vehicle brands and new energy vehicles reshape New Zealand’s automotive market. The company is responding with BYD and JAC investments while preserving its conservative balance sheet.

Tourism Holdings is reviewing revised non-binding proposals from both the BGH consortium and Indie Campers, while reporting a 34% rise in FY26 underlying profit. The stronger result comes with unresolved questions around the US business, weak RV sales and the timing of its $100 million profit ambition.

Asara Resources has intersected 38 metres at 2.1g/t gold in oxide at Sogosogoba, an exploration target 8km from its Massan deposit in Guinea. The early result strengthens the case for follow-up drilling, but the discovery remains based on only five first-pass holes.

US Medicare has set a national outpatient payment of US$31,265 for Epiminder’s Minder System implant procedure from 1 January 2027, up 13% on the 2026 rate. The decision gives hospitals a defined reimbursement benchmark ahead of Epiminder’s planned US commercial launch.

Riversgold has locked in $1.55 million from sophisticated and professional investors to fund its E25/594 acquisition from Black Cat Syndicate. The deal would expand the Kalgoorlie-Northern Zone Project nearly 15-fold, but more than 258 million new shares will be issued across two tranches.

Jumbo Interactive delivered record FY26 earnings despite a weak Australian jackpot cycle and reaffirmed its FY27 targets. The company is also pursuing a conditional A$6.45 million acquisition in Ontario while preparing for a CFO transition.

Avenira has raised $48.87 million through its rights issue and shortfall placement, with major shareholder Hebang among those taking up entitlements. Combined with $85 million of debt facilities, the company expects the funding to cover the direct shipping ore phase at Wonarah ahead of planned first shipment in the first half of 2027.

Nine Entertainment has maintained its forecast for revenue and EBITDA growth in FY27, while lifting its expected annualised cost savings target to at least A$180 million. Outdoor, Stan and digital publishing are carrying more of the group’s earnings, although Total Television revenue remains under pressure and shareholder support for executive remuneration was less emphatic.

Regency Centers lifted its 2026 outlook and increased its quarterly common dividend by 6% after stronger third-quarter operating results. The upbeat performance came alongside a sharp decline in GAAP net income, driven partly by a US$65.1 million real estate impairment charge.

Count has completed a fully underwritten $25.0 million institutional placement to help fund its planned acquisition of a 75% interest in Skybridge Financial Group. The acquisition still requires ACCC clearance or a notification waiver before completion, targeted for Q3 FY2027.

NextEra Energy has set out the preliminary financial shape of its proposed Dominion Energy acquisition, including US$62.1 billion of consideration and US$35.7 billion in goodwill. The transaction remains subject to regulatory approvals and other closing conditions, while the accounting estimates could change materially before completion.

Mayne Pharma will sell its international operations, including the Salisbury manufacturing site, to Evaris Pharma for $55.5 million in cash. The deal leaves the company focused entirely on its US Women’s Health, Dermatology and DistributeRx businesses, subject to ACCC approval.

Con Edison delivered stronger third-quarter earnings and tightened its full-year adjusted EPS range, while positioning electrification and infrastructure spending as the next leg of growth. The picture is less clean beneath the headline, with year-to-date GAAP profit boosted by a Mountain Valley Pipeline sale and further equity issuance still ahead.