Latest Market Conditions News

Syrah Resources moderated graphite output amid subdued ex-China demand, raised US$72 million to support ramp-up, and advanced Vidalia anode material towards commercial sales in H2 2026.

Sandfire Resources capped FY26 with a 38% jump in quarterly copper equivalent output, record financials, and a strong FY27 production outlook.

Genesis Energy reported an 11.6% increase in electricity netback to $189/MWh in Q4 FY26, driven by a strategic shift to a single brand and simplified product offering. Despite a 5.8% decline in total customers and lower electricity sales, the company advanced its renewables pipeline and battery storage projects while thermal generation dropped sharply due to warmer conditions.

Regal Partners has reported a doubling of normalised NPAT to at least $90 million for 1H26, driven by record performance fees and strong net inflows. Funds under management climbed 6% to $21.4 billion, underpinned by robust demand across hedge funds and credit strategies.

Aguia Resources has completed a $3 million placement at a 10.5% discount, targeting expansion of its phosphate and gold operations in Brazil and Colombia.

Atturra reports FY26 underlying EBITDA in line with guidance despite softer revenue and announces a significant non-cash goodwill impairment tied to government contracts. The company plans substantial FY27 investment in AI, ERP, and education technology to drive organic growth.

Amaero Inc. capped FY2026 with a record A$18.1 million revenue, expanded its production capacity, and landed a A$6.5 million US Department of War contract to develop alternative refractory alloy powders.

Mastermyne delivered FY26 revenue of $237.7 million and underlying EBITDA of $20.3 million, beating its own guidance amid robust strata consolidation activity. The company’s order book and near-term pipeline have expanded, while net cash rose to $46.5 million despite a pending legal penalty.

Bendigo and Adelaide Bank will redeem its A$125 million subordinated floating rate notes nearly five years ahead of maturity, with APRA approval secured for the early redemption.

MoneyMe ended FY26 with a loan book exceeding $2 billion and achieved positive Normalised NPAT in the second half, supported by strong originations and improved credit metrics.

AIC Mines is set for a leadership transition with Clint Donkin appointed Managing Director from October 2026, while Aaron Colleran moves to Non-Executive Chairman, aiming to bolster operational focus during the company’s growth phase.

SkyCity Entertainment Group has signed a non-binding heads of agreement to sell The Grand Hotel, aiming to boost financial flexibility through asset monetisation and debt repayment.