Latest Market Outlook News

Terra Metals has confirmed a substantial new titanium-vanadium-gallium mineralised system at its Southwest Prospect, dramatically expanding the Dante Project’s resource potential with critical metals now in focus.

Centuria Industrial REIT (ASX – CIP) reported a robust HY26 with strong income growth, portfolio valuation gains, and an upgraded full-year earnings forecast, underpinned by active leasing and strategic capital management.

Centuria Industrial REIT has reported robust HY26 financial results, underpinned by solid leasing activity, a $75 million valuation gain, and strategic expansion into the booming data centre sector. The REIT reaffirmed its FY26 guidance, signalling confidence in continued earnings growth amid favourable industrial market conditions.

Elanor Investors Group has secured securityholder approval for a $125 million recapitalisation with Rockworth Capital Partners and the acquisition of Firmus Capital, marking a pivotal step in stabilising its balance sheet and positioning for growth.

Dexus Convenience Retail REIT has reported a striking 143.8% increase in net profit for the half-year to December 2025, underpinned by strong portfolio occupancy and rising property valuations. The REIT reaffirmed its FY26 guidance, signalling confidence in its defensive income strategy and development pipeline.

Lotus Resources has launched a A$76 million placement alongside a A$5 million share purchase plan to fund the ramp-up of uranium production at its Kayelekera mine, aiming for steady-state output by mid-2026 amid strong market fundamentals.

Centuria Office REIT has delivered a strong half-year performance with increased portfolio valuation and reaffirmed full-year guidance, while strategically divesting a key asset at a premium.

Vmoto Limited reports a robust sales rebound in the final quarter of 2025, with a 68% jump in units sold and a near doubling of firm orders, underpinned by strategic partnerships and expanding manufacturing capacity.

Aurora Energy Metals updates investors on its strategic option agreement with Eagle Energy Metals, which is set to become the first US-listed uranium explorer with SMR technology following a pending SPAC merger.

Small caps did the heavy lifting this week, led by two big discovery stories in resources. Funding raises and takeover moves kept attention on who can pay for the next step, not just promise it.

Speculative money piled into new discoveries and tight-supply metals, while a handful of small caps were sold hard on thin liquidity. The week’s biggest moves came from PGMs and tungsten on the way up, and micro-cap gas on the way down.

Bowen Coking Coal maintained steady production in the December quarter despite ongoing administration and a challenging market, though rising costs and a 12% sales dip highlight operational pressures.