Latest Market Positioning News

SHAPE Australia Corporation Limited has reported a robust first half of FY26, with significant gains in revenue, profits, and project pipeline, underpinned by strategic sector diversification and a key acquisition.

Euro Manganese Inc. reported progress on its Chvaletice and Bécancour manganese projects, securing funding amendments and advancing permitting despite ongoing financial pressures. The company is positioned to benefit from growing demand for high-purity manganese in lithium-ion batteries amid evolving market dynamics.

Iluka Resources posted a net loss of $288 million in 2025 amid subdued mineral sands demand but progressed key projects including the Balranald mine commissioning and Eneabba rare earths refinery construction.

nib Group has announced a 5.47% average increase in health insurance premiums for 2026, citing rising hospital costs and increased claims. The insurer highlights efforts to ease out-of-pocket expenses and support chronic illness management amid sector-wide pressures.

Australian Bond Exchange Holdings has completed a $982,071 private placement, attracting new international and domestic investors to support its growth strategy.

Stavely Minerals has locked in a $500,000 unsecured director loan facility to fund its 2026 Scoping Study targeting copper, gold, and silver production. This non-dilutive funding move underscores confidence from within the board as the company advances key projects.

Nexalis Therapeutics has completed a key capital raising milestone, issuing new shares, options, and performance rights following shareholder approval. This move supports the company’s clinical-stage drug development programs targeting pain and mental health.

Botanix Pharmaceuticals has secured approximately A$45 million through a two-tranche placement and an underwritten security purchase plan to fund API purchases, derisk its supply chain, and accelerate growth of its flagship product Sofdra.

Mark Freeman, the long-serving CEO of Mirrabooka Investments and AFIC, is set to retire at the end of 2026, with Alison Gibson appointed as his successor. Gibson’s return marks a significant leadership transition for these major listed investment companies.

EZZ Life Science Holdings has secured a four-year exclusive global distribution agreement with Aumake Limited, committing to at least A$10 million in purchases. This partnership aims to accelerate EZZ’s international reach while preserving brand control.

Centrepoint Alliance reports a 17% rise in normalised EBITDA for H1 FY26 and announces a strategic divestment of its lending aggregation business to Astute Financial Management, expected to boost annual EBITDA by $0.4 million from FY27.

Medallion Metals has secured a US$50 million loan and a copper-gold concentrate offtake agreement with Trafigura, enabling the Final Investment Decision for the Ravensthorpe Gold Project. Development is set to begin pending completion of the Forrestania acquisition.