Latest Market Dynamics News

Syrah Resources has resumed production at its Balama graphite mine after a year-long halt and is advancing sales at its US Vidalia anode material facility, supported by new US tariffs on Chinese imports and a $70 million equity raise.

Syrah Resources has launched a fully underwritten A$70 million equity raising to support its Balama graphite operations and Vidalia Active Anode Material facility, alongside securing a two-year forbearance on its US Department of Energy loan. The company advances commercial qualification of Vidalia AAM amid strong demand and US tariff support.

Beonic Limited reported a landmark $15.2 million contract win in North Africa alongside strong Q4 FY25 EBITDA profitability and positive cash flow, signaling robust operational momentum heading into FY26.

Bowen Coking Coal has appointed voluntary administrators after failing to secure fresh capital or negotiate with key creditors, reflecting mounting challenges in Queensland's coal sector. The administration aims to enable a sale or recapitalisation while maintaining operations at its Burton Mine Complex.

Ionic Rare Earths’ Belfast plant is ramping up production of critical heavy rare earth oxides to meet soaring demand from Western markets following China’s export restrictions. This strategic move positions the company as a key supplier for defence, renewables, and advanced manufacturing sectors.

Recharge Metals Limited has made significant progress in its uranium and copper projects, advancing permitting and drill planning in Montana while identifying promising sulphide targets in Western Australia.

Appen Limited reported a mixed Q2 FY25 with a 6% revenue decline year-over-year, driven by a strong 77% surge in its China business that achieved profitability, while US market challenges persist. The company targets $10 million in cost savings to fuel future growth.

BWP Property Group and BWP Trust have launched a new Distribution Reinvestment Plan allowing stapled securityholders to reinvest cash distributions into additional securities, potentially at a discount and without transaction costs.

Nova Eye Medical has reported a record A$29.2 million revenue for FY25, driven by strong sales growth and improved profitability in its glaucoma segment. The company targets breakeven EBITDA in the first half of FY26 alongside continued cash flow improvements.

Garda Property Group has entered a call option agreement with Halpin Property Group to sell its Cairns Corporate Tower for $77.5 million, slightly above valuation, aiming to reduce debt and sharpen its asset focus.

ActivEX Limited reports a maiden gold resource of 310,000 ounces at its Gilberton project and broadens its rare earth element exploration with new tenement applications in Queensland.

Anson Resources has announced a maiden JORC lithium resource of 103,000 tonnes LCE at its Green River Project in Utah, with plans to expand through historic well re-entry and a new collaboration with POSCO for lithium extraction technology.