Latest Infrastructure News

DigiCo Infrastructure REIT is using US asset sales to lower leverage and concentrate capital on its Australian data centre pipeline, led by the fully funded 88MW SYD1 project. The strategy comes alongside a $100.8 million statutory loss, higher distributions and FY27 guidance for 15.0 cents per security.

Latrobe Magnesium has moved its demonstration plant into the final installation stage for magnesium metal, but its annual report flags a material uncertainty over whether the loss-making group can continue as a going concern. The company had $1.09 million in cash at 30 June and has since secured an $8.5 million equity raising to fund commissioning and corporate costs.

WIN Metals has lodged two major Western Australian permit applications covering the proposed restart of its Radio Gold Project. The milestone advances the project toward construction, but funding, approvals and a final investment decision remain outstanding.

Stellar Resources has lifted its Heemskirk tin resource to 115.3kt of contained tin while technical studies move toward a prefeasibility study outcome. The company is better funded, but remains pre-revenue and faces the usual capital, permitting and execution hurdles of mine development.

Volt Group delivered a steep lift in HY26 revenue, adjusted EBITDA, profit and operating cash flow, with the 4D Delta acquisition providing the largest contribution. The mining technology company also expanded its Westgold solar-lighting fleet and advanced Wescone’s crusher technology.

New Murchison Gold turned its Crown Prince operation into a powerful cash generator, reporting $146.95 million in net profit after tax and $201.7 million in cash for the nine months to 30 June 2026. The next test is whether Cloudkicker, Lydia and the Crown Prince underground opportunity can extend that performance.

Cobalt Blue has cleared important technical and regulatory hurdles at its Kwinana refinery, but the pre-revenue developer says further funding is needed and auditors flagged material uncertainty over its ability to continue as a going concern. The company reported an A$8.797 million loss for FY2026 despite ending the year with A$4.265 million in cash.

Mont Royal Resources has used its first post-merger annual report to set out the scale of the Ashram rare earths project, while flagging the funding, permitting and technical work still ahead. The updated study outlines a 30-year operation with a C$2.03 billion post-tax NPV, but remains a preliminary assessment rather than a development guarantee.

Sunshine Metals reduced its annual loss and ended June with $20.6 million in cash, but its auditor flagged a material uncertainty over the company’s ability to continue as a going concern. The warning comes as Sunshine funds the Mt Moss processing conversion, faces a $10 million deferred payment and targets first gold in mid-2027.

Sonic Healthcare delivered a strong FY2026, with underlying net profit up 17% to A$621 million and dividends rising to A$1.08 per share. The next test is whether US efficiencies, LADR synergies and organic growth can offset Swiss fee cuts, a delayed UK contract ramp-up and heavier investment demands.

Australian Agricultural Projects reported a lower FY2026 profit as it shifted 285 hectares from leasing to direct farming, but the new model generated a $2.36 million net benefit and stronger operating cash flow. Debt fell, equipment improved and management is budgeting for an 800,000 to 870,000 litre harvest next season.

VRX Silica has assembled much of the commercial and regulatory case for Arrowsmith North, including 960,000 tonnes per annum of binding offtakes and a reported A$179.2 million project NPV. The harder test now is funding construction while final approvals, logistics contracts and a final investment decision remain outstanding.