Latest Supply Chain News

Electro Optic Systems reported a 27% revenue drop to $128.5 million in FY2025 but posted a net profit of $18.6 million, boosted by the sale of EM Solutions. The company strengthened its position with key contract wins and acquisitions, including the UK-based Interceptor business and a conditional deal for MARSS.

Osmond Resources has partnered with Técnicas Reunidas to establish the European Union’s first vertically integrated rare earth production facility, aiming to reduce reliance on imports and boost local supply chains.

Pharmx Technologies has entered a multi-year strategic alliance with Sigma Healthcare, becoming the preferred EDI provider for Sigma and Chemist Warehouse across Australia and New Zealand, while Sigma takes a significant equity stake.

Norfolk Metals has confirmed the US$250,000 option payment for the Carmen Copper Project in Chile and completed the environmental impact report, setting the stage for further exploration and eventual ownership consolidation.

Diablo Resources’ initial soil sampling at the Star Range Project in Utah reveals a significant silver-antimony anomaly extending over 1 km and remains open-ended, supported by high-grade rock samples. The company advances toward maiden drilling with geophysical data pending.

Mesoblast Limited is set to release its half-year financial results and operational update, spotlighting its FDA-approved cell therapy and expanding international partnerships.

Aurora Labs reported a 15% revenue decline and a 12% increase in net loss for H1 2026, yet marked a strategic breakthrough with its first defence propulsion order and a successful $5.5 million capital raise.

Viking Mines has completed due diligence on its Nevada tungsten portfolio, confirming high-grade mineralisation and fast-tracking acquisition and exploration to meet urgent US supply needs.

EV Resources has partnered with U.S.-based MineMaker LLC to accelerate its antimony projects in Mexico and Nevada, aiming to become a key supplier to North America’s critical minerals market.

Telix Pharmaceuticals delivered a strong 56% revenue increase in 2025, driven by U.S. sales of Illuccix and the launch of Gozellix, while advancing its therapeutic pipeline and expanding global manufacturing capabilities. Despite a net loss, the company is investing heavily in R&D and sustainability initiatives aligned with climate-related disclosures.

Inghams Group reports flat revenue but a sharp 42% drop in EBITDA for the first half of FY26, revising full-year earnings guidance lower amid ongoing cost inflation and operational challenges.

Temas Resources has launched a major re-assay initiative on historic drill core at its La Blache project, aiming to identify valuable metals like gallium, scandium, and chromium while saving millions in drilling costs.