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Austral Resources produced 1,457 tonnes of copper in the September quarter, 21% below the low end of guidance, after a crushing upgrade and sulphuric acid shortages disrupted Mt Kelly. The company expects output to recover late in the December quarter, but cash fell to $21.04 million by 30 October after major settlement and development payments.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Talga has begun commercial deliveries of Swedish-made Talnode-C to Nyobolt, marking a shift from customer qualification to ongoing supply. The ASX-listed battery materials developer also advanced a 2,000-tonne-per-year Japanese offtake pathway, but ended September with A$10.8 million in cash after A$7.6 million of operating and investing outflows.
Victor Sage
Victor Sage
30 Oct 2026
Provaris Energy advanced DNV approval work for its 25,000 cubic metre LCO₂ tank and completed further stages of its hydrogen prototype during the September quarter. The technical progress came alongside a funding push, with $777,000 in cash at quarter-end and an oversubscribed $914,500 share purchase plan completed after the period.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Atomic Eagle has formalised a 60% interest and operational control of the Madaouela uranium project in Niger while continuing exploration and metallurgical testing at Muntanga in Zambia. The company also secured approximately $10.9 million from an early option exercise after quarter end, but Madaouela’s large resource remains a foreign estimate pending JORC conversion.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Cadoux Limited (ASX:CCM) has strengthened the technical case for its high-purity alumina and rare earths portfolio, including battery qualification and new Danube mineralisation beyond its previous exploration envelope. The progress comes with a thinner cash buffer, no listed financing facilities and several commercial milestones still ahead.
Victor Sage
Victor Sage
30 Oct 2026
Manuka Resources has moved Wonawinta from a five-month recommissioning effort into gold production, with first revenues received after quarter end and full processing capacity reached in October. The operational progress comes alongside A$60.1 million of borrowings, A$581,000 in cash and an Appendix 5B funding estimate of just 0.37 quarters.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Alligator Energy has extended uranium mineralisation south of its Blackbush resource at Samphire while field recovery results feed into the project feasibility study. A $17.1 million capital raising and other receipts lifted quarter-end cash to $25.4 million.
Maxwell Dee
Maxwell Dee
30 Oct 2026
MC Mining advanced its Makhado hard coking coal project through hot commissioning, but ended September with only US$170,000 of cash and facilities before temporarily suspending all operations. The company is relying on shareholder funding to restart and complete the project ramp-up.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Alice Queen’s first 20 Horn Island RC holes all intersected mineralised geological features, with assays returning grades as high as 68.0g/t gold and extensions beyond the existing resource boundary. Nine assays remain pending as the company prepares to assess whether the results can support a larger resource and advance its development case.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Tartana Minerals has accelerated exploration after a shareholder-driven leadership overhaul, but its cash runway is shorter than the time to its next major debt maturity. Assays from Nightflower, copper drilling and regional sampling now carry added significance as the company negotiates refinancing and reviews its stalled copper sulphate operation.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Titan Minerals has uncovered a new shear-hosted gold-silver zone outside its existing Dynasty resource, while drilling continues to extend and define the Cerro Verde orebody. The exploration momentum comes with a sharper funding issue: Titan ended September with US$2.84 million and less than one quarter of estimated cash cover.
Maxwell Dee
Maxwell Dee
30 Oct 2026
Vertex Minerals has secured approval for round-the-clock underground operations at its Reward Gold Mine, removing the company’s stated biggest production constraint. The operational opening arrives alongside modest quarterly output, a sharply revised resource and reported cash coverage of less than half a quarter.
Maxwell Dee
Maxwell Dee
30 Oct 2026

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