Latest Supply Chains News

Ovanti sharply reduced its quarterly operating cash outflow to A$491,096, helped by higher customer receipts and cost reductions. But with only A$227,000 in cash, the ASX-listed fintech remains dependent on further funding, operating receipts and uncertain legal recoveries.

Ampol's third-quarter trading strengthened as Lytton refinery margins more than doubled and Convenience Retail sales surged, but extra maintenance will reduce expected fourth-quarter higher-value product output by about 150 million litres. The Ultra Low Sulfur Fuels project has also slipped into the first quarter of 2027, while the proposed Evie Networks acquisition awaits regulatory clearance.

Advanced Braking Technology increased Q1 FY27 product sales by 8.3% and ended September with $7.3 million in bank cash. The mining safety company also moved BRAKEiQ closer to CAS Level 9 certification, although the quarter produced a small loss before tax.

Dusk Group has carried its FY26 momentum into the new financial year, with like-for-like sales up 7.2% in the first 15 weeks despite operating six fewer stores. The home-fragrance retailer is now preparing a tightly controlled South African launch while an unresolved ACCC court case remains a material complication.

Treasury Wine Estates has reiterated its FY27 earnings guidance after a bruising year marked by a $1.1 billion statutory loss, a suspended dividend and a major US reset. Early trading indicators are improving, but the recovery now depends on execution across costs, inventory, supply and the Americas review.

Finbar has completed its largest-ever apartment development by lot count, issuing titles for the 342-lot Garden Towers project in East Perth and opening the way for settlements. The 50% joint venture is 82% sold, with $210 million in sales recorded to date and revenue recognition expected in H1 FY27.

Talga has moved Talnode-C from qualification into commercial shipments, completed key engineering work for its staged Vittangi project and secured major Swedish permits. But the battery materials developer remains loss-making, cash-burning and reliant on further funding to continue development.

PARKD has secured an exclusive three-year partnership with ASX-listed Symal across Victoria and South Australia, alongside an A$800,000 placement priced at a premium. The deal expands PARKD’s east coast delivery network, although future projects and revenue remain uncommitted.

American Tungsten & Antimony has produced one antimony ingot assaying 99.8% from US-mined material, meeting the highest ASTM B237 grade and exceeding the Regulus II specification. The result comes as the company pursues US government funding and offtake arrangements, although no commitments have been secured and AT4 does not yet control the relevant assets.

Perpetual Resources and adviser GreenMet are assessing several US Government funding and financing pathways for the Nevada Scheelite tungsten project, as Washington prepares tighter defence sourcing rules. The interest is strategic, but no funding has been secured and the project remains without a Mineral Resource or Ore Reserve.

Mesoblast has reported a sharp commercial step-up in FY2026, with Ryoncil generating US$115.2 million in net sales and total revenue reaching US$120.3 million. The company has also completed treatment in its 350-patient back-pain trial and refinanced its debt, but remains loss-making and expects to need more capital beyond the next 12 months.

WhiteHawk has completed its Quixxi acquisition after shareholders approved every resolution with more than 95% of non-associated votes. The deal adds AI governance, mobile application security and an international customer base, but execution now matters more than the strategic pitch.