Latest Market Positioning News

Latrobe Magnesium secures EPA licence extension and prepares to start magnesium oxide production in August, while pursuing a significant legal counterclaim and advancing commercial plant plans.

Aspermont Limited reports a 7% revenue increase driven by subscription growth and a landmark contract with a top global mining company, while preparing to launch new data products.

Arizona Lithium has secured regulatory approval for Phase 1 production at its Prairie Lithium Project in Saskatchewan and raised $4.25 million through an oversubscribed share purchase plan, marking key milestones toward commercial lithium extraction.

AnteoTech advances its battery technology with a new US joint development agreement and achieves significant performance milestones, while restructuring to sharpen its commercial focus.

Impact Minerals reports a robust Preliminary Feasibility Study for its Lake Hope High Purity Alumina project, underpinned by strong economics and low production costs, while strategically acquiring a 50% stake in Alluminous Pty Ltd to fast-track market entry with HiPurA® technology.

NGX Limited progresses its Malingunde graphite project with technical studies and stakeholder engagement, while uranium exploration permits advance in Namibia. The company stands to benefit from new US anti-dumping tariffs on Chinese graphite imports.

Lark Distilling Co. reported a robust 12% increase in FY25 net sales to $15.6 million, underpinned by a completed brand restage and a major distillery upgrade at Pontville. Despite some export and B2B softness, the company’s strong cash position and strategic investments position it well for growth.

Acrux Limited reports promising revenue growth driven by new topical generic launches in the US and secures crucial RDTI funding, marking a strategic shift under new CEO John Warmbrunn.

Great Northern Minerals advances the sale of a majority stake in Golden Ant Mining, securing a $1 million payment upon final phase completion, while maintaining a $1.29 million cash balance and exploring new resource opportunities.

DroneShield Limited has reported record revenue growth in 2Q25, driven by soaring demand for AI-powered counterdrone solutions amid a global surge in defense spending. The company’s expanding $2.33 billion sales pipeline and strong cash position position it well for future growth.

BrainChip Holdings reported a solid June quarter with $13.5 million in cash, increased customer inflows, and a strategic decision to remain listed on the ASX. The company advanced multiple commercial collaborations and expanded its intellectual property portfolio, signaling confidence in its edge AI technology roadmap.

Locksley Resources has advanced its Mojave Project with critical drilling permits secured, a strategic $1.47 million capital raise, and a new U.S. OTCQB listing, setting the stage for maiden drilling campaigns targeting rare earths and antimony.