Latest Integration News

Yancoal’s September quarter brought stronger realised coal prices and a A$340 million rise in cash before its Kestrel acquisition and interim dividend. The US$1.85 billion deal now starts contributing earnings, although the mine’s first quarter will include a planned longwall relocation and additional debt funding.

Scalare Partners expanded its national founder network and launched a new recurring-revenue platform, but ended the September quarter with only $548,000 in cash. The company says statutory operating cash flow was positive, although its own matching-basis calculation points to an underlying cash outflow of about $1.16 million.

MyState reported a 41.2% rise in underlying FY26 NPAT to $58.3 million at its annual meeting, with merger synergies reaching $11.8 million on a run-rate basis. The bank kept its FY28 synergy target of $20 million to $25 million unchanged, while shareholders considered director, remuneration and CEO incentive resolutions.

Ovanti sharply reduced its quarterly operating cash outflow to A$491,096, helped by higher customer receipts and cost reductions. But with only A$227,000 in cash, the ASX-listed fintech remains dependent on further funding, operating receipts and uncertain legal recoveries.

Gold Hydrogen has completed helium flow testing across all three Ramsay wells, confirming reservoir continuity over 2.2 kilometres and average air-corrected helium concentrations of 15.2%. The company is now accelerating modular pilot planning, but its headline 37 Mscf per well per day production figure remains modelled rather than demonstrated.

Brazilian Rare Earths has strengthened the development case for its Brazilian rare earths portfolio, reporting high-grade Monte Alto drilling, a new Sulista discovery and first concentrate production at Camaçari. The company ended September with A$121.8 million in cash and no borrowings, although its headline US$6.0 billion project valuation remains based on a preliminary study with substantial inferred resources.

StepChange Holdings delivered a strong start to FY27, with unaudited first-quarter revenue rising 34% to $16.8 million and underlying EBITDA climbing 44% to $1.40 million. The consulting group also expanded its AI Method Library, advanced its US operations and lifted gross margin, although cash declined as acquisition consideration was funded.

Codan has set a first-half FY27 NPAT floor of $162 million after delivering record FY26 results, while targeting Communications revenue growth at the upper end of its 30% to 40% range. The company is benefiting from exceptional demand for unmanned systems, although visibility in conflict markets remains limited beyond the near term.

Aureka is approaching a decisive shareholder vote on its proposed acquisition of the Fiddlers Creek mine and Wedderburn mill, after raising $7.25 million and ending September with $6.993 million in cash. Exploration results at Irvine and Comstock add further upside, but the company’s transition from explorer to producer is not yet complete.

Beetaloo Energy is approaching a pivotal Q4 milestone, with its Carpentaria Gas Plant moving into final instrumentation and electrical works after Carpentaria-5H sustained an average 6.9 TJ/day flow. The company also ended September with $113.2 million in liquidity and unveiled a longer-term gas-to-power and data centre opportunity near Darwin.

Neu Horizon Uranium has completed its first major Swedish uranium exploration campaign since listing, generating more than 12,000 line kilometres of airborne data and preparing a maiden drill programme at Storvallflon. The ASX newcomer ended September with A$8.623 million in cash, while assays and target interpretations remain pending.

GoldArc Resources has completed its acquisition of seven Niagara West and Niagara North prospecting licences, extending its contiguous Leonora South exploration corridor. The A$1.5 million upfront price was paid in shares, while a further A$1 million depends on future resource milestones.