Latest Geopolitics News

GALE Pacific reported a robust $4.1 million operating cash inflow in Q4 FY26, culminating in $14.4 million for the full year. The company reduced borrowings by over $12 million, entering FY27 with a net cash position of $4.9 million and renewed focus on growth amid geopolitical uncertainties.

St George Mining has delivered its most impressive drill results yet at the Araxá Rare Earths and Niobium Project, revealing a new record intercept of 207 metres of continuous high-grade mineralisation from surface. These findings bolster the case for a straightforward open-pit operation and reinforce Araxá’s status as South America’s largest, highest-grade carbonatite-hosted rare earth resource.

WAM Leaders outperformed the ASX 200 by 7.9% in FY2026, boosting its fully franked dividend to 9.6 cents per share and delivering a total shareholder return of 24.7% including franking credits.

Liontown Limited reported a record $137 million net cash flow in the June quarter, boosting its cash reserves to $561 million and hitting a new high in underground development metres. The company is on track to reach a 2.8 Mtpa mining run-rate by the end of FY27, supported by strong lithium prices and steady operational progress.

Perpetual Limited recorded solid growth across its divisions in Q4 FY26, with Corporate Trust and Asset Management buoyed by market gains despite net outflows. The company is advancing the sale of its Wealth Management arm to Bain Capital, targeting completion in late 2026.

D3 Energy has expanded its helium resource base significantly in South Africa, certifying a maiden contingent resource at ER386 that boosts combined helium resources by 65%. The company also certified its first Australian prospective resource and started drilling at Nooitgedacht in ER315.

Rio Tinto delivered a robust first half in 2026 with a 28% jump in underlying EBITDA to $14.8 billion, powered by copper ramp-up at Oyu Tolgoi, lithium expansion, and operational gains. The miner also lifted its interim dividend by 43% amid disciplined capital investment and steady iron ore output.

Canadian Phosphate has secured a five-year exploration permit for its Wapiti Phosphate Project and commenced a 3,000m drilling campaign, while progressing the pending acquisition of the Diamond Mountain Project in Utah. A $5.2 million capital raise positions the company to accelerate its North American phosphate ambitions.

Viva Energy’s 1H26 EBITDA surged to an estimated $770-$780 million, more than doubling from 1H25, driven by elevated refining margins amid Middle East supply disruptions and robust retail and commercial sales.

Barton Gold’s June quarter report highlights exceptional high-grade gold and silver assay results across its South Australian projects, backed by a $26 million institutional placement that strengthens its cash position and development outlook.

Whitehaven Coal delivered a robust finish to FY26, hitting top-end guidance for production and sales while improving safety and reducing costs.

Verbrec Limited confirms a robust FY2026 with revenues up nearly 50%, while unveiling a bullish FY2027 outlook driven by full-year Alliance Automation integration and expanding project pipelines.