Latest Transmission News

Tlou Energy has generated its first revenue from gas-derived power at the Lesedi project, but the milestone sits alongside a A$59.96 million loss, minimal cash and a material going-concern uncertainty. Proposed debt conversions could reduce liabilities, yet neither transaction is binding or provides new funding.

1414 Degrees reported a wider FY2026 loss, falling cash reserves and a material uncertainty over its ability to continue as a going concern. The company is nevertheless pressing ahead with SiNTL battery commercialisation, a proposed 1 GW data centre precinct and full ownership of Aurora.

Alice Queen has outlined a potentially lucrative Horn Island development case, but the numbers remain preliminary and depend on further drilling, approvals and funding. The gold explorer ended FY2026 with a A$3.55 million loss and A$3.6 million in cash.

Argo Global Listed Infrastructure Limited (ASX:ALI) delivered a 19.2% share price return and record fully franked dividends in FY2026, while assets passed $500 million after a $25 million Share Purchase Plan. Reported profit fell as portfolio valuations moved, but NTA per share and the investment portfolio both increased.

Caspin Resources has reported its strongest Bygoo tin intersection to date, while early test work points to 83.8% tin recovery into a high-grade concentrate. The gains come with familiar exploration-stage caveats: a $5.70 million annual loss, $5.03 million of operating cash outflow and continued reliance on equity funding.

KALiNA Power returned to profit in FY2026 after booking A$19.6 million from the sale of a 180 MW Alberta load allocation linked to Meta. The company now has A$12.3 million in cash and four gas-fired power projects targeting about 900 MW, but future progress depends on fresh capital and project approvals.

Comet Ridge now controls the entire Mahalo Gas Hub after completing its Santos buyout, but the annual report flags a material uncertainty over funding and a potential $28.7 million CleanCo settlement. The company is targeting a final investment decision while remaining pre-production and reliant on further finance.

Iron Bear Resources says a new federal-provincial assessment framework, major Labrador clean-energy investment and strategic-project coordination could improve the development pathway for its Canadian iron ore project. The initiatives are supportive, but they do not yet represent project approvals, secured power or construction funding.

GenusPlus Group has secured an approximately $135 million design and construct contract for the grid connection of Atmos Renewables’ 470MW Parron Maam Marang Farm in Western Australia. The award offers work through 2028, although the main construction phase remains conditional on project milestones including financial close and a Notice to Proceed.

Patagonia Lithium has reported 15% total porosity and substantial free-fluid storage from Cilon Well 8, strengthening its interpretation of the aquifer’s pumping potential. The evidence is encouraging but remains incomplete, with four core results, further BMR Gamma data and a 72-hour pump test still outstanding.

PMET Resources says Koch Technology Solutions has demonstrated a more selective pathway for turning Shaakichiuwaanaan pollucite concentrate into multiple high-purity caesium chemicals. The result is promising, but the commercial case still depends on larger-scale testing, marketable samples and a planned economic assessment.

Elementos has materially strengthened its balance sheet while moving its Spanish Oropesa tin project closer to permitting, financing and a final investment decision. The annual report also highlights a doubling of Cleveland’s inferred tungsten resource, but both projects still require substantial capital and further approvals.