Latest Market Analysis News

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.

Canyon Resources’ Definitive Feasibility Study confirms Minim Martap as a major bauxite project with a 33% ore reserve increase and robust economics, targeting production start in early 2026.

The company posted a 25% increase in net loss to $709,247 for the year ended June 2025, alongside a sharp 55% drop in revenue. Key factors include significant trading losses and lower interest income, with no dividends declared.

Inghams Group reported a stable FY25 underlying EBITDA pre AASB 16 at $236.4 million, with strong New Zealand growth offsetting challenges in Australia. The company outlines a cautious but optimistic FY26 outlook, focusing on cost reductions and operational efficiencies.

5E Advanced Materials has released a robust Preliminary Feasibility Study for its Fort Cady Project in California, highlighting a 39.5-year mine life and strong economics with a pre-tax NPV7 of US$724.8 million and a 19.2% IRR.

5E Advanced Materials has released a comprehensive Preliminary Feasibility Study for its Fort Cady boron project in California, outlining robust economics and a 39.5-year mine life. The study highlights strong market fundamentals amid tightening global boric acid supply.

EQ Resources delivered a robust Q4 FY2025 with strong tungsten output from its Spanish and Australian operations, bolstered by strategic capital raises and key plant enhancements.