Latest Supply Chain Disruption News

Nimy Resources has clarified that no undisclosed information explains its recent share price jump, pointing instead to ongoing drilling and positive media coverage about a gallium discovery.

James Hardie Industries plc has entered a definitive merger agreement to acquire The AZEK Company Inc. in a $7.8 billion deal, creating a combined leader in outdoor living and home exteriors. The transaction, expected to close in the second half of 2025, will see AZEK stockholders owning approximately 26% of the combined company.

Gale Pacific has sharply downgraded its full-year EBITDA guidance due to tariff-driven demand softness in the US, while its Australia, New Zealand, and developing markets hold steady.

Globe Metals & Mining has signed two non-binding MOUs covering up to 100% of Phase 1 production at its Kanyika Niobium Project, while finalising its updated Bankable Feasibility Study is delayed to June 2025. The company also secured additional short-term funding to support ongoing development.

TZ Limited reported a challenging Q3 FY2025 with a $1.03 million net cash outflow amid US tariff disruptions but strengthened its SaaS base through the Keyvision acquisition, positioning for a rebound and growth in FY2026.

Peninsula Energy has postponed commissioning of its Lance Uranium Project’s Central Processing Plant to the June quarter, prompting a downward revision of production forecasts through 2027 amid leadership changes and share suspension.

Aldoro Resources has reported significant assay results from its Kameelburg project in Namibia, confirming a large polymetallic deposit rich in rare earth elements, niobium, and molybdenum. The discovery, characterized by extensive mineralization and strategic metal zonation, is shaping up as a potential Tier 1 resource with strong commercial appeal.

SRJ Technologies reports a 47% drop in Q1 cash receipts but secures significant new contracts and advances a strategic leadership transition aimed at stabilising growth.

Range International reported a 51% revenue increase in Q1 2025 despite supply chain disruptions that dented cash flow. The company is advancing growth initiatives including pallet rentals in Indonesia and expanding production to the Philippines.

Austral Resources Australia Ltd reports key operational milestones including completion of Anthill West Pit mining and a strategic MOU with New Frontier Minerals, while progressing its recapitalisation and equity raise plans.

Pact Group Holdings reports a modest 2.7% revenue increase for Q3 FY25, driven by higher volumes and cost savings, while preparing to refinance debt and review its Asian packaging business.

Aurizon Holdings posted a 3% revenue increase to $2.02 billion for 1HFY2025 but saw EBITDA dip 4% to $814 million, reflecting operational headwinds across key segments. The company declared a 9.2 cents per share interim dividend, signaling cautious optimism despite margin pressures.