Latest Geopolitics News

Stelar Metals has entered a binding earn-in agreement to acquire 100% of the Hill of Leaders Tungsten Project in the Northern Territory, aiming to leverage surging tungsten prices and its NT development expertise with a planned drilling campaign.

5E Advanced Materials secures a decade-long boric acid offtake agreement and advances boron product development, while reporting a $12.1 million quarterly loss and planning ASX delisting.

Commonwealth Bank of Australia reported a steady cash profit of around $2.7 billion in 3Q26, balancing disciplined lending growth and cautious provisioning amid geopolitical and economic uncertainties.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

Barramundi Limited outperformed the S&P/ASX200 in April with a 4.4% gross return, boosted by NEXT DC’s landmark data centre deal and capital raise, while healthcare stocks faced headwinds from Cochlear’s profit downgrade.

Kingfish Limited’s portfolio edged higher in April, buoyed by strong performances from Mercury and Infratil, while a2 Milk and Summerset weighed on returns amid operational and economic headwinds.

National Australia Bank has updated its dividend details for the half-year ending March 2026, maintaining an 85 cent fully franked payout and expanding currency payment options to include AUD, GBP, NZD, and USD.

The Asian Development Bank ramped up its commitments to $29.3 billion in 2025, driving private sector growth, regional cooperation, and climate resilience across Asia and the Pacific.

Evion Group has secured an exclusive option to acquire a high-grade fluorspar project in Nevada, complementing its graphite assets and supported by a $6.5 million capital raise to fund US expansion and exploration.

Centuria Office REIT reported solid leasing growth with 5,742sqm agreed and refinanced $1 billion of debt, lowering margins and extending maturities. The REIT raised FY26 FFO guidance while maintaining a positive medium-term outlook on office markets.

Centuria Industrial REIT has executed $188 million in divestments at an average 17% premium to book value, trimming gearing by about 3%. The REIT also completed a key development in Direk, SA, and reaffirmed its FY26 earnings and distribution guidance.

Almonty Industries reported a 221% jump in Q1 2026 revenue to CAD 25.4 million, driven by soaring tungsten prices and ramp-up at its Sangdong Mine, while net loss narrowed to CAD 5.3 million amid strong operational cash flow.