Latest Investment Decisions News

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.

Lithium Plus Minerals has outlined a six-year underground direct shipping ore operation at Lei with a post-tax NPV of A$325 million and initial project capital of A$87.7 million. The attractive economics remain dependent on approvals, funding, resource conversion and a lithium price assumption that is not secured by a binding contract.

Aurum Resources has reported gold mineralisation outside the current resource at BST1 and BMT2, including a 57-metre intercept grading 2.34 g/t gold. The results will be assessed in an updated Boundiali resource estimate due by the end of October, ahead of a planned definitive feasibility study.

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.

HUB24’s total funds under administration rose 15% to $168.6 billion in the first quarter, while platform net inflows reached $4.0 billion. Growth remained broad-based across advisers and wealth software, although inflows fell 23% from a strong prior-year comparison.

BHP has held its FY27 production and unit-cost guidance despite a 19% year-on-year fall in first-quarter copper production, with stronger iron ore and coal output providing some balance. The mining giant also reported a 10.73 billion tonne Olympic Dam block cave Mineral Resource, although the new resource remains far from an Ore Reserve or approved mine plan.

Hot Chili says drilling has confirmed a second porphyry centre at La Verde, with a broad copper-gold intersection extending the discovery footprint. The result arrives as the company prepares a maiden resource estimate and targets a 2031 production start for the wider Costa Fuego project.

Cobalt Blue has signed a non-binding term sheet with Swiss trader STG Metals for cobalt metal from its proposed Kwinana refinery. The proposed deal covers up to 1,000 tonnes a year, but construction, product qualification and a definitive agreement remain outstanding.

Amplitude Energy has opened FY27 with record quarterly production and revenue, while a successful Juliet gas discovery and East Coast Supply Project investment decision push its growth plan forward. The trade-off is higher spending, with FY27 capital expenditure guidance rising to A$320 million to A$390 million.

Hazer Group has expanded its commercial pipeline through a paid Japanese utility study assessing hydrogen facilities of up to 300,000 tonnes per year, while its KBR alliance advances a standardised commercial-scale design. The company ended September with A$8.3 million in cash and reported A$12.9 million in pro-forma funding, but remains pre-revenue in the quarter.

Buru Energy has applied for a Production Licence covering its wholly owned Rafael gas and condensate field in Western Australia, moving the project into another key regulatory phase. The application follows the booking of 15.25 MMboe of 2P Reserves and keeps planned 2027 drilling and early 2029 first gas in view, subject to approvals and funding.

Ramelius Resources has converted its Spartan acquisition into early production at Dalgaranga, a 79% lift in Ore Reserves and a pathway to more than 600,000 ounces a year by FY30. The trade-off is a much larger execution program, with Mt Magnet expansion and Rebecca-Roe development still ahead.