Latest Market Dynamics News

Jupiter Mines’ stake in the Tshipi manganese mine delivered a robust quarter with production and sales beating expectations, while EBITDA rose on firmer manganese prices despite a slight uptick in unit costs.

Equus Energy has completed a critical Pre-FEED study for its Equus Gas Project, confirming two cost-effective development pathways and initiating commercial partnerships. The company also strengthened its board and maintains a solid cash position heading into FEED.

Orbital Corporation broadened its international footprint with new UAV propulsion orders across the US, India, and Middle East, while advancing its Power by the Hour service to underpin recurring revenue streams.

Omni Bridgeway delivered a standout FY26 with record investment proceeds and new commitments, underpinned by disciplined cost management and a robust pipeline.

Everest Metals has reported strong progress across its Western Australian projects, including maiden and upgraded resource estimates at Revere, Mt Edon, and Mt Dimer, alongside advancing mining and proprietary processing technology.

Michael Hill International reported a 2% rise in group sales and a comparable EBIT increase of up to 57% for FY26, driven by strong performances in Canada and Australia alongside disciplined cost management.

Talga Group has marked a milestone with its first commercial delivery of natural graphite anode outside Asia, progressing key funding discussions and strategic partnerships to support its Vittangi Anode Project.

Cann Group reported its second-ever quarterly operating cash inflow of $0.24 million in Q4 FY2026, edging closer to cash flow break-even. The company expanded exports to the UK and Germany, launched new products, and completed a leadership transition while redeeming convertible notes and securing additional credit.

Lightning Minerals has executed a strategic reset focusing on Australian gold and critical minerals, securing $1.85 million to accelerate exploration at its flagship Mt Turner and Warby Tungsten projects. Key technical milestones include an independent petrology study validating Mt Turner's gold system and promising tungsten assay results at Warby.

Dexus has agreed to sell its half stake in 480 Queen Street, Brisbane, for $700 million, freeing capital to support higher-return projects and reduce gearing by about one percentage point.

Black Rock Mining has secured an extension to its US$204 million credit facility to November 2026, providing crucial runway to finalise equity funding for its Mahenge Graphite Project. Early works are nearing completion, positioning the project for construction pending full funding and Final Investment Decision.

Sheffield Resources reported a 20% rise in ore mined and an 11% increase in concentrate production at its Thunderbird Mine, alongside an 8% jump in zircon prices amid improving market conditions.