Latest Market Analysis News

Nico Resources has progressed its Wingellina nickel-cobalt project through updated resource estimates, detailed metallurgical testwork, and a strategic review of scandium extraction, even as nickel market conditions remain subdued.

Pilbara Minerals has delivered a robust start to FY26, boosting lithium production and revenue while cutting unit costs at its Pilgangoora operation. The company also advances key growth projects amid a volatile lithium market.

VBX Limited has completed extensive drilling programs at its Wuudagu Bauxite Project and strengthened its development team, positioning itself strongly amid rising Chinese demand and supply risks in Guinea.

Yancoal’s September quarter report reveals stable coal output and a slight dip in realised prices, alongside a leadership change and strategic stake increase in the Moolarben Joint Venture.

BrainChip Holdings Ltd showcased its leadership in ultra-low-power edge AI technology, emphasizing strong partnerships and a growing product portfolio targeting high-growth sectors like defense and healthcare.

Bannerman Energy reports solid progress at its Etango Uranium Project, securing initial offtake agreements and maintaining robust financial health as it targets a Final Investment Decision within the next year.

Metro Mining Limited achieved record quarterly bauxite shipments with improved cost efficiency, yet a recent operational outage and river constraints have prompted a downward revision of its 2025 production forecast.

Sun Silver Limited’s 2025 drilling program at Maverick Springs continues to reveal extensive high-grade silver-gold mineralisation, reinforcing the project’s status as a major precious metals resource in Nevada.

LDR Assets, led by the Lederer Family Office, updates its $0.70 per security takeover offer for Elanor Commercial Property Fund, highlighting management concerns and urging investors to accept before the 13 October deadline.

Immuron Limited has taken a significant step forward by submitting an Investigational New Drug application to the FDA for IMM-529, targeting Clostridioides difficile infection. The company aims to start Phase 2 trials in early 2026, addressing a critical unmet need in infectious disease treatment.

McLaren Minerals advances its McLaren titanium project with 95% engineering complete and a strong market report confirming demand for its high-quality sulfate ilmenite amid a looming titanium dioxide supply deficit.

Meridian Energy's August 2025 report reveals a decline in hydro storage levels alongside a notable increase in electricity demand and retail sales, highlighting operational challenges and market dynamics.