Latest Capital Discipline News

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.

Eagers Automotive delivered a record $13 billion revenue in 2025, boosted market share in new and New Energy Vehicles, and secured landmark global partnerships to fuel future growth.

IGO Limited posted a robust quarter driven by Nova’s nickel output and cash flow, while Greenbushes’ lithium production stalled amid safety and operational challenges, prompting a downgrade in full-year guidance.

OM Holdings faced a challenging ferroalloy market in FY2025 but maintained production resilience, secured refinancing, and rationalised its portfolio through key asset sales, while advancing sustainability initiatives.

Group 6 Metals has secured a pivotal underground mining contract with HMR Drilling Services, marking a decisive step toward sustained production at the Dolphin Tungsten Project on King Island.