Latest Strategic Investment News

Bannerman Energy advances Etango uranium project with early works on track and CNNC Overseas Limited investment nearing completion, targeting a positive Final Investment Decision in Q3 2026.

Bayan Mining has launched its first-ever drilling program at the Desert Star Rare Earth Project, confirming key mineralisation and signing a strategic MoU with US Critical Materials to develop processing technologies.

Talga Group has taken a significant step toward securing long-term supply and investment for its Vittangi Anode Project by signing a non-binding Letter of Intent with Japan’s Hanwa. The agreement targets binding contracts by year-end, reinforcing Talga’s foothold in the global battery materials market.

Energy Action Limited's unaudited FY26 results show a sharp profit decline to $0.45 million on stable revenue of $12.2 million, weighed down by lower R&D incentives and higher costs.

Hastings Technology Metals has accelerated its downstream rare earths strategy by progressing a 49% stake in a Thai hydrometallurgical plant, securing feedstock and doubling planned capacity. An updated Yangibana DFS reveals robust economics, underpinning near-term production and cash flow.

Reach Resources has locked in a fully funded mining and milling agreement with Andel Resources at Murchison South, alongside a 30% increase in its Blue Heaven gold resource to 80,000 ounces at higher grade.

TALi Digital has partnered with You Can Do It! Education to roll out a 14-month Resilient Educator Partnership targeting teacher burnout in Victorian schools, with potential revenue exceeding $0.5 million by 2027.

Santos Limited edged up production by 3% in Q2 2026, with Barossa hitting 97% of planned output and Pikka phase 1 moving toward plateau. Sales revenue rose 6% to $1.35 billion, while free cash flow impacts from commissioning are expected to reverse in H2.

PolyNovo has delivered solid FY26 revenue growth of 16.1%, driven by commercial sales expansion and improved manufacturing output, while progressing insurance recovery from its R&D centre fire.

Sandfire Resources capped FY26 with a 38% jump in quarterly copper equivalent output, record financials, and a strong FY27 production outlook.

Patronus Resources has kicked off its 2026 exploration season with promising high-grade gold results at the Tally Ho deposit in the Northern Territory and secured full ownership of the Guppy prospect in Western Australia, while executing a strategic uranium rights sale.

Genesis Energy reported an 11.6% increase in electricity netback to $189/MWh in Q4 FY26, driven by a strategic shift to a single brand and simplified product offering. Despite a 5.8% decline in total customers and lower electricity sales, the company advanced its renewables pipeline and battery storage projects while thermal generation dropped sharply due to warmer conditions.