Latest Market Positioning News

Lotus Resources has completed the first phase of a 10,000m infill drill program at its Letlhakane Uranium Project, revealing significant higher-grade uranium intercepts that underpin a resource upgrade planned for H2 2026.

Arafura Rare Earths has locked in binding cornerstone equity agreements worth approximately A$230 million, bolstering its path to a final investment decision for the Nolans Project. The company also acquired critical camp infrastructure and is progressing technology development and offtake negotiations amid supportive government frameworks.

HighCom Technology secures a nearly A$10 million contract from the Australian Defence for counter small uncrewed aerial systems, marking its first major C-UAS order and reinforcing its defence sector presence.

Axtec Limited has sold its PaySure loan book to Real Flow and secured a minority stake in the fintech, marking a strategic shift towards a platform-focused, AI-driven distribution model.

Australis Oil & Gas has partnered with a major US-listed company to develop its Tuscaloosa Marine Shale assets, retaining a 10% interest in producing wells and holding a strong cash position after recent transactions.

Biome Australia’s Activated Probiotics brand surpasses one million boxes sold in Australia, approaches top pharmacy ranking, and launches nationally in Canada, setting the stage for FY26 profitability.

Kingston Resources has brought forward copper concentrate production at Mineral Hill by a quarter, successfully trialing underground ore processing and advancing its multi-commodity strategy.

Algorae Pharmaceuticals has struck an exclusive commercial and licensing agreement with global pharma Zydus Lifesciences to bring 10 injectable, oral, and specialty medicines to Australia and New Zealand, pending regulatory approvals.

NH3 Clean Energy has marked strong progress in its WAH2 clean ammonia project by appointing Linde Engineering for FEED and securing a 15-year water supply agreement, setting the stage for a final investment decision by year-end.

Icetana AI reported a 51% year-on-year jump in annual recurring revenue to $2.6 million but faced a $1.2 million net operating cash outflow in Q3 FY26, prompting plans for a capital raise amid expected cash flow improvements.

The Federal Court has imposed a $1.55 million penalty on Money3 Loans, a Solvar subsidiary, for limited breaches of the National Consumer Credit Act between 2019 and 2021. Solvar highlights strengthened governance and underwriting since the period in question.

NEXTDC has launched the retail tranche of its A$1.5 billion fully underwritten entitlement offer at A$12.70 per share, aiming to back accelerated data centre capacity growth amid unprecedented contracted utilisation.