Latest Capital Discipline News

EV Resources has reached a critical milestone with dry commissioning of the grinding circuit at its Tecomatlán Processing Plant, setting the stage for near-term antimony production amid global supply constraints.

Ampol Limited showcased resilience in 2025 with strong refining margins supported by government payments and robust retail growth, while awaiting ACCC approval for its EG Australia acquisition promising significant synergies.

Flight Centre Travel Group posted strong nine-month growth with record transaction values and profit gains, while geopolitical unrest in the Middle East caused a $10 million hit to leisure profits in April. The corporate segment remains robust, and the company maintains its full-year profit guidance amid ongoing AI-driven efficiency improvements and strategic portfolio reshaping.

ColCap Financial Limited (ASX:TT6) reported a 16% rise in net profit to $72.2 million for FY2025, driven by a 15% expansion in its loan portfolio to $19.3 billion and a series of record Residential Mortgage-Backed Securities issuances.

Light & Wonder (ASX:LNW) posted modest revenue growth in 2025, driven by Gaming and iGaming segments, while SciPlay revenue dipped slightly. The company completed its Grover acquisition, settled a $128 million IP dispute with Aristocrat, and transitioned to a sole ASX listing.

Prairie Lithium has moved Pad #1 from groundwork to active building construction, backed by SaskPower's powerline installation and a binding Hydro Lithium offtake agreement that includes a A$10 million equipment contribution. First production is targeted for Q4 2026.

Clara Resources has completed acquisition of the Mareeba Gold Project, initiating modern exploration and refocusing its portfolio on Queensland gold assets while securing fresh capital and leadership changes.

Blackstone Minerals has cleared a key regulatory hurdle at its Mankayan Copper-Gold Project, lifting a Cease and Desist Order and initiating a Pre-Feasibility Study. The company also strengthened its board with mining veteran Mark Williams and reported a solid cash position of $14.6 million.

Redcastle Resources completes a 13,539m grade control drilling program at Redcastle Reef, delivering exceptional high-grade gold intercepts and identifying a 300m western extension. Sixteen new gold targets emerge across the underexplored TBone Belt as mine readiness progresses toward mid-2026 production.

INOVIQ Limited is on track to complete its EXO-OC™ ovarian cancer screening study by mid-2026 and is accelerating its CAR-exosome therapy program, supported by a strong cash position of A$11.9 million.

Whitehaven Coal’s March quarter production fell 14% due to seasonal wet weather in Queensland, but coal prices rose sharply and refinancing cut interest costs by up to A$55 million annually.

Carnarvon Energy is gearing up for a high-impact Bedout Sub-basin drilling campaign in the first half of 2027, supported by a robust balance sheet and strategic investments.