Latest Capital Discipline News

Locksley Resources has ceased active exploration at its US critical minerals projects following a technical review and a sharp drop in antimony prices, opting to maintain claims on a low-cost basis while reassessing its hydrometallurgical technology partnership.

Aurizon lifted FY2026 underlying EBITDA by 9% to $1.72 billion, boosted by strong Bulk growth and regulatory gains, while locking in a major Queensland coal haulage contract with BHP Mitsubishi Alliance.

Australian Clinical Labs (ASX: ACL) delivered a modest 1.7% underlying EBIT increase in FY26, navigating subdued revenue and rising labour costs with operational efficiencies and strategic initiatives.

Origin Energy reported a 6% increase in FY26 profit to $1.57 billion despite a 10% revenue drop, advancing renewable projects and extending Eraring Power Station operations, while managing a customer data breach.

ANZ posted a 3Q26 cash profit of AUD 1.90 billion, modestly up on the half-year quarterly average despite a NZD125 million legal provision. The bank’s capital position strengthened, and strategic integration efforts progress on schedule.

Telstra Group Limited posted modest revenue decline but growth in profit and earnings per share for FY26, alongside a 10.5% dividend increase and a new $1 billion share buy-back. The company advances its Connected Future 30 strategy while managing a major July network outage.

Dateline Resources faces a US court injunction halting operations at its Colosseum Project, while ASX suspends and then reinstates trading over disclosure timing concerns.

Premier Investments trims FY26 Premier Retail EBIT forecast to $176 million, citing tough trading conditions and announces exit from UK Peter Alexander stores while focusing on Australian growth and loyalty programs.

Centuria Industrial REIT (ASX:CIP) reported a 20.5% jump in net profit to $160.4 million for FY26, underpinned by strong leasing activity, premium asset divestments, and advancing data centre initiatives.

Integral Diagnostics (ASX: IDX) posted strong preliminary FY26 results with revenue nearing $790 million and operating EBITDA up 30%, while announcing Jenny Martin as incoming CFO amid leadership transitions.

Patronus Resources (ASX:PTN) is executing a major 30,000-metre multi-rig drilling campaign at its Pine Creek gold project, underpinning a 2.3 million ounce gold equivalent resource across its Northern Territory and Western Australia assets, supported by a robust $65 million cash position.

Neometals Ltd implements a significant 25% cut in cash personnel costs by reducing director and staff salaries, while introducing retention performance rights to key executives to maintain strategic momentum.