Latest Geopolitical Risk News

Perseus Mining has agreed to sell its majority interest in the Meyas Sand Project in Sudan for US$260 million, marking a strategic shift amid regional conflict. The deal will bolster Perseus’s balance sheet and refocus resources on core assets.

Briscoe Group Limited reported record full-year sales of NZD 798.8 million for FY2026, with net profit after tax dipping slightly to NZD 59.2 million. The company maintained dividends and invested heavily in supply chain upgrades despite a challenging retail environment.

Nex Metals Explorations is progressing metallurgical testing at its Kookynie Tailings Project and broadening collaboration with WTAC, while navigating geopolitical challenges delaying its Egyptian exploration efforts.

Ridley Corporation has revealed its FY26–28 Growth Plan, spotlighting earnings growth driven by its recent fertiliser acquisition and operational efficiencies across its agricultural inputs and feed segments. The company aims to leverage its market leadership and diversified portfolio to capitalise on rising demand in Australian agriculture.

Air New Zealand has halted its full-year 2026 earnings guidance following a sharp spike in jet fuel prices triggered by Middle East conflict, introducing uncertainty into its financial outlook.

Battery Age Minerals has secured an exclusive evaluation licence with NTUitive to assess advanced germanium technologies, aligning its Austrian and US projects with downstream market specifications and sustainable processing goals.

MFF Capital Investments reported a strong half-year net profit of $209.7 million and declared a fully franked interim dividend of 10 cents per share, signaling confidence despite global economic headwinds. The company’s portfolio remains liquid and focused on high-quality holdings as it navigates geopolitical and technological challenges.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.

Robex Resources has officially reached commercial production at its Kiniero Gold Project in Guinea, marked by a significant first shipment of over 6,300 ounces of gold. This milestone sets the stage for the company’s strategic growth and upcoming merger plans.

Orora Limited reported a statutory profit of $58.9 million for the half-year ended December 2025, driven by operational improvements despite significant restructuring costs. The company declared an interim dividend and announced a fresh share buy-back program.

Commonwealth Bank of Australia reported a robust half-year result for December 2025, with a 6% rise in cash NPAT to $5.445 billion and a 10-cent dividend increase, underpinned by disciplined growth and strong capital management.

Nimy Resources is set to present at the Resources Rising Stars Summer Series Conference, highlighting its significant gallium discovery in Western Australia and strategic partnership with US entities to supply this critical mineral for defence applications.