Latest Geopolitical Risks News

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Greatland Resources delivered a record $260 million cash build in the March 2026 quarter, underpinned by 82,723 ounces of gold production at a $2,056/oz AISC and a 150% increase in Telfer's Mineral Resource Estimate to 8 million ounces gold.
Maxwell Dee
Maxwell Dee
28 Apr 2026
Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.
Claire Turing
Claire Turing
28 Apr 2026
Kingfish Limited’s portfolio endured a tough first quarter of 2026, with a 7.2% adjusted NAV decline amid Iran conflict-driven volatility. While a2 Milk’s expansion in China buoyed gains, shares in consumer-exposed names and tech-linked Vista Group plunged sharply.
Victor Sage
Victor Sage
28 Apr 2026
KGL Resources delivers a robust Baseline Economic Model for its Jervois Copper-Silver-Gold Project, highlighting a pre-tax NPV8 of A$1.226 billion and a 37% IRR, underpinning imminent project financing and construction plans.
Maxwell Dee
Maxwell Dee
24 Apr 2026
Aldoro Resources has achieved an exceptional ~99% strontium extraction from its Kameelburg Project ore using simple ambient-temperature acid leaching, positioning the asset as a rare, low-complexity source amid soaring global strontium prices and supply disruptions.
Maxwell Dee
Maxwell Dee
23 Apr 2026
Mirvac Group reported robust operational results in 3Q26, driven by a 28% jump in residential sales, high occupancy across its investment portfolio, and a successful $630 million capital raise for its wholesale office fund. The company reaffirmed its FY26 guidance amid cautious risk management.
Eva Park
Eva Park
23 Apr 2026
Sandfire Resources faced a tragic fatality at its Magdalena mine and production challenges in Q3 FY26, yet sustained financial strength and advanced its Kalkaroo project, keeping full-year copper equivalent guidance intact.
Maxwell Dee
Maxwell Dee
23 Apr 2026
Heartland Group Holdings Limited maintains its FY2026 guidance, reporting expanded net interest margins and improved asset quality in 3Q2026, while navigating geopolitical uncertainties affecting New Zealand and Australian markets.
Claire Turing
Claire Turing
23 Apr 2026
Scentre Group's first quarter update reveals robust retail sales growth and strong leasing metrics, alongside significant capital management moves including bond redemption and a major joint venture stake sale.
Eva Park
Eva Park
22 Apr 2026
Ampol reported a robust first quarter in 2026, with refinery margins soaring to US$25.45 per barrel and production up 10%, while securing fuel supplies through May despite geopolitical tensions.
Maxwell Dee
Maxwell Dee
22 Apr 2026
Treasury Wine Estates is reshaping its global operations into four regional divisions to sharpen market execution and efficiency. The company reports improved third-quarter sales in China and the US, bolstered by luxury brand Penfolds, while securing $300 million in new debt to strengthen liquidity beyond $1 billion by fiscal 2026 end.
Victor Sage
Victor Sage
22 Apr 2026
Battery Age Minerals has joined the U.S. Defense Industrial Base Consortium, positioning itself at the forefront of securing critical germanium supply amid escalating export restrictions from China. The company’s dual-continental assets in Austria and Utah and its technology initiatives aim to address strategic vulnerabilities in defence and semiconductor supply chains.
Maxwell Dee
Maxwell Dee
22 Apr 2026