Latest Market Analysis News

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.

Canadian Phosphate Limited advances its Canadian operations with new bulk sampling permits and a promising exploration target, while steady sales and customer upgrades signal growth ahead.

Kingsland Minerals is finalising its scoping study for the Leliyn Graphite Project, positioning itself to capitalise on shifting global graphite markets driven by new US tariffs on Chinese imports.

Yancoal’s June quarter report reveals steady coal production despite weather disruptions and a dip in realised prices, supported by a robust $1.8 billion cash reserve. The company remains confident in hitting upper-end production guidance amid ongoing market volatility.

Canadian Phosphate Limited has applied for a multi-year exploration permit at its Wapiti Phosphate Project in British Columbia, targeting a substantial phosphate resource with strategic implications for North American supply.

BWP Trust has announced a significant $45 million net gain from property revaluations for the second half of FY2025, driven by rising rents and a slight compression in capitalisation rates.

Bowen Coking Coal has surpassed its full-year 2025 production and sales targets ahead of schedule while transitioning the Burton Mine Complex to an owner-operator model. However, ongoing market challenges and funding uncertainties cast a shadow over its near-term outlook.