Latest Competition News

Immutep Limited has reached the halfway mark in enrolling patients for its global Phase III TACTI-004 trial, testing a novel immunotherapy combo in first-line non-small cell lung cancer. The trial remains on track for key milestones this year, signaling steady progress in a critical oncology space.

Rio Tinto has officially ended merger discussions with Glencore, citing an inability to reach a deal that benefits shareholders. The decision underscores Rio Tinto’s disciplined approach to long-term value creation.

European Lithium has sold 2.5 million shares in Critical Metals Corp for around A$45 million, strengthening its cash position while maintaining a significant strategic stake.

Anson Resources has delivered a high-purity lithium chloride sample to Nusano, marking a key step in testing and potential supply agreement discussions. Nusano’s evaluation could unlock new applications across energy and medical sectors.

Ardea Resources’ subsidiary Kalgoorlie Nickel Pty Ltd has received conditional, non-binding letters of support from Export Finance Australia and the US Export-Import Bank for up to AUD 1 billion in financing for its Goongarrie Hub nickel-cobalt project.

Volt Resources has extended and significantly increased its graphite offtake agreement with Qingdao Baixing, aligning with the Bunyu project’s development timeline and production targets.

360 Capital Mortgage REIT (ASX – TCF) reported a robust HY26 with a 10.4% distribution yield and a $16.6 million capital raise, underscoring its disciplined growth and strong portfolio performance.

FlexiRoam Limited reveals a strong financial turnaround with AI-powered innovations driving profitability and margin expansion in the first half of FY26. The company’s strategic partnerships and zero-integration platform position it well in the fast-growing eSIM market.

Beach Energy’s FY26 half-year results reveal steady sales volumes and a robust ramp-up at the Waitsia Gas Plant, supported by strong LNG cargo revenues and disciplined cost management.

Maas Group Holdings has agreed to sell its Construction Materials division for up to $1.703 billion, marking a strategic pivot towards digital infrastructure and electrification sectors. The deal, expected to close in late 2026, includes a significant minority investment in AI infrastructure developer Firmus Grid.

BCAL Diagnostics has launched its Avantect blood tests for pancreatic and ovarian cancer with encouraging early uptake and is advancing its BREASTESTplus breast cancer test towards broader clinical use.

Prairie Lithium has retracted its previous production target citing compliance issues, while announcing a binding offtake agreement with South Korea’s Hydro Lithium for its Phase 1 lithium output. This move signals a strategic shift towards selling intermediate lithium products to reduce costs and accelerate market entry.