Latest Market Outlook News

Bathurst Resources reported a first-half FY26 EBITDA of NZD 16 million, maintaining its full-year guidance despite export challenges and cost pressures. Key development projects in New Zealand and Canada continue to advance steadily.

TerraCom Limited reported a stable operational quarter despite logistical challenges impacting coal shipments and cash flow, while successfully raising A$60 million to bolster liquidity. The Blair Athol mine life was extended to 2033, underpinning the company’s long-term outlook.

The Calmer Co. International Limited has reported a second consecutive quarter of revenue exceeding $2 million, driven by strong U.S. growth and record monthly sales in December. The company’s strategic focus on wholesale and B2B extract channels underpins its confidence in reaching breakeven this fiscal year.

Hastings Technology Metals has completed the sale of its gold assets, distributed shares to shareholders, and strengthened its rare earths project through a joint venture and a new US partnership.

Conrad Asia Energy and Empyrean Energy have reached a binding settlement over historical cash call arrears in the Duyung Production Sharing Contract, involving asset transfers and payments that realign project interests and support the Mako gas field’s development timeline.

Australian Strategic Materials reports a significant 75% jump in NdFeB alloy deliveries at its Korean Metals Plant and advances heavy rare earth production, while announcing a transformative acquisition offer from Energy Fuels Inc.

PLS Group Limited posted a robust December Quarter FY26 with a 49% revenue jump driven by higher sales volumes and improved lithium prices, while strategically reviewing growth projects amid evolving market conditions.

First Graphene Limited has reported a landmark quarter with a 156% surge in customer cash receipts and a major industrial-scale production of graphene-enhanced cement, signalling a pivotal step in commercialising graphene across multiple sectors.

Energy Metals Limited reported steady progress in its uranium exploration projects across the Northern Territory and Western Australia, supported by a robust cash position and a bullish uranium market outlook.

BKI Investment Company Limited reported a 10% rise in net profit after tax for the half year ended December 2025, alongside a modest dividend increase and a strategic portfolio rotation favouring resources and energy transition themes.

Cooper Metals Limited is gearing up for significant drilling programs across its Queensland and Western Australia projects, supported by a robust cash position and favourable copper-gold market dynamics.

Liontown Limited has successfully transitioned to 100% underground mining at Kathleen Valley, delivering a 37% increase in underground production and a 91% jump in quarterly revenue. The company is on track to reduce costs and boost recoveries as it targets a steady-state underground run-rate.