Latest Market Uncertainty News

Channel Infrastructure NZ Limited has accelerated key project completions and expanded contract scope, prompting a raised EBITDA forecast for FY2026 amid an uncertain fuel demand outlook.

Nine Entertainment’s acquisition of QMS Media and sale of Nine Radio mark a strategic pivot, with strong Q3 digital and subscription revenue growth cushioning a cautious Q4 advertising environment.

PEXA Group delivered a 7.3% rise in Australian property transaction volumes in 3Q26 and saw steady UK remortgage growth despite macroeconomic uncertainty. The company reaffirmed its FY26 guidance, aiming for NPAT at the top of its $15m-$25m range.

Sequoia Financial Group has called off the sale of its InterPrac subsidiary to Conquest Investment Partners, citing unmet conditions and changed circumstances that made completion unviable. The company will now explore alternative strategic paths for InterPrac.

archTIS delivered a 231% year-on-year increase in annual recurring revenue to A$15.1 million, marked by the full deployment of its US Department of Defense custom software and a significant contract with a US-European military alliance.

Terra Critical Minerals has established a US foothold with the True American Tungsten Project acquisition while progressing key Australian and Canadian critical metals projects, positioning for upcoming drilling campaigns.

Pointerra Limited delivered a 214% jump in Q3 FY26 customer receipts to A$2.2 million, driven by milestone invoicing and new Tier 1 utility contracts, edging closer to operating cashflow breakeven.

Babylon Pump & Power’s shares remain suspended from ASX trading as the company delays disclosure of a material transaction and capital raising, prolonging market uncertainty beyond the initial deadline.

Diamond Infraco 1 Pty Ltd, backed by IFM Global Infrastructure Fund, has tabled an all-cash takeover offer for the remaining Atlas Arteria securities at A$4.75, rising to A$5.10 if a 45% stake is secured. The bid comes amid concerns over Atlas Arteria’s recent strategic pivot and operational underperformance.

Elementos Limited has made significant strides in developing its tin and tungsten assets, with progress on Oropesa’s permitting and a major resource upgrade at Cleveland. A $29.5 million strategic placement bolsters its balance sheet for upcoming milestones.

PLS Group delivered a record 232.4kt spodumene concentrate production in March 2026, lifted revenue 52% to A$567 million on soaring lithium prices, and strengthened its balance sheet with a US$600 million senior notes issuance.

Rivco Australia has locked in a $11.7 million, five-year water lease with Kyndalyn Park, significantly expanding its contracted revenue and leased portfolio to 82% starting July 2026.