🕒 Tuesday 6 October 2026 Tue, 6 Oct 2026

Vault Minerals has cleared another procedural hurdle in its proposed Genesis Minerals merger, with ASIC registering the scheme booklet ahead of the 11 November shareholder vote. Independent expert BDO says the deal is fair, reasonable and in shareholders’ best interests, provided no superior offer emerges.

Yowie Group’s FY26 loss narrowed sharply after cost reductions and a non-cash loan impairment reversal, but revenue fell 27% and operating cash flow turned deeply negative. The confectionery maker remains loss-making, has negative net assets and faces uncertainty over funding, supply and the return of its ASX quotation.

Savana US Small Caps Active ETF (ASX:SVNP) fell 7.65% in September, trailing the S&P SmallCap 600 by 4.92 percentage points as higher US bond yields and a concentrated AI rally split the market. The manager says its valuation discipline kept it away from the month’s strongest semiconductor performers, while highlighting a 52% gain from its Everforth investment.

Katana Capital will pay shareholders a special fully franked dividend of 5.0 cents per share after the September quarter, with the board pointing to a substantial franking balance as scope for future distributions. The payment is scheduled for 30 October 2026 and will not be eligible for reinvestment through the company’s Dividend Reinvestment Plan.

Ovanti has reported a A$23.61 million FY2026 loss, A$21.27 million in operating cash outflows and only A$291,867 in cash at year end. The ASX-listed fintech has abandoned BNPL globally, but says its continuing operations and proposed funding initiatives provide a basis to keep trading despite a material going-concern uncertainty.

Nuix has returned to statutory profit and generated substantially more cash in FY26, while its Nuix Neo platform became the main engine of growth. The annual report also flags a planned $5 million restructuring, an undisclosed insurance provision and unresolved litigation risks.

SKS Technologies has secured another $38 million of electrical infrastructure and fit-out work at Built’s MEL2 data centre in Melbourne, taking the project’s total value to $66 million. The award lifts SKS’s current work on hand to $270 million, although the announcement does not disclose margins or delivery timing.

ADX Energy has completed encouraging multi-zone testing at its HOCH-1 gas well in Austria and will target at least one deeper reservoir in December. A combined workover program is also expected to lift Vienna Basin production by approximately 100 BOEPD, although both outcomes remain subject to further work.

Burley Minerals has confirmed shallow Channel Iron Deposit mineralisation across the North and Step-Out Targets at its Cane Bore project, with assays averaging 50.6% Fe across reported intersections. The mineralisation remains open northeast and southwest, but further drilling, metallurgy and approvals are still required before any resource can be defined.

EQ Resources has reported its second-highest quarterly production performance and record quarterly revenue, with cash on hand rising 192% to A$82.3 million. Both Barruecopardo and Mt Carbine increased output, although the update does not disclose operating costs or cash flow.

Power Minerals has extended high-grade rare earth oxide mineralisation 57 metres northwest at Brazil’s Morro do Ferro project, with drilling returning 119 metres at 4.94% TREO from surface. The result strengthens the exploration picture, but the deposit’s geometry, metallurgy and economic potential remain to be established.

D3 Energy has re-established gas flow at its NGT245 E well in South Africa and confirmed a 5.2% helium composition in a new sample. Further remediation is still required before production testing, while the methane result is being retested.

The FDA says positive results from Neurizon’s HEALEY ALS trial could potentially support traditional approval of NUZ-001, with the study possibly serving as the sole registrational trial. The guidance is conditional, but gives the company a clearer regulatory route ahead of topline results expected in late Q2 2027.

RocketBoots has moved its major multinational retailer contract from integration into live US store installations, issuing its first €84,445 invoice for cloud activation and initial deployments. The milestone puts the company closer to accessing approximately A$9.1 million in annual recurring revenue, although the wider rollout remains phased and customer-led.

Stakk has secured a new IBM contract covering AI-powered document processing across Australia and New Zealand, with revenue contribution starting immediately. The agreement runs to September 2027, but its financial value remains unquantified because it depends on processing volumes.

KGL Resources has received the second US$16 million payment from Wheaton, completing the early deposit for its Jervois copper project. The company says the broader funding package, combined with its A$300 million equity raising, covers construction and the path into production, although the remaining Wheaton tranches are conditional.

TMK Energy’s Gurvantes XXXV Pilot Well Project delivered record September gas production, with average output rising 8% month on month to 872 cubic metres a day. Workover and drilling rigs are now being mobilised, while a gas-to-power investment decision is due before the end of October.

Toubani Resources says construction of its Kobada Gold Project in Mali remains on schedule for first gold in Q3 2027, with CIL tank erection now underway and more than 70% of project costs committed. About US$50 million of the company’s US$160 million stream facility has been drawn as construction moves into a more intensive phase.

Cauldron Energy has completed a 10,506-metre Yanrey drilling campaign that extended mineralisation at Manyingee South and Manyingee North, including a link towards Paladin’s neighbouring Manyingee deposit. The ASX-listed uranium explorer now plans to fold the results into a JORC resource update expected within two months, while a visit from Uzbekistan’s Navoiyuran adds a separate potential development thread.

Midas Minerals has reported strong copper-silver assays from deeper infill drilling at its T-13 deposit in Namibia, including 10 metres at 11.55% copper equivalent. The mineralised zone remains open to the west as the company accelerates drilling ahead of a resource update targeted for early 2027.

49 Metals has started a fully funded 3,500-metre reverse-circulation drilling program at its Gold Mountain project in Nevada, targeting extensions of the Adit Zone discovery. The first assays are expected in roughly four to six weeks, making the next phase a test of whether the broad mineralised system can translate into greater continuity and scale.

An independent transport study has found Alurion Resources’ Amargosa bauxite project can use established road routes for assessed haulage volumes up to 11.5 wet million tonnes a year, twice its Scoping Study base case. The result gives the project’s pre-feasibility study a firmer logistics foundation, although it does not establish a larger production target or guarantee port access.

AusQuest’s latest CSAMT survey has outlined an interpreted porphyry copper footprint at least 2.5km by 1km at Cangallo in southern Peru. The geophysics also points to untested targets at depth and two possible additional porphyry centres, although none has yet been confirmed by drilling.

White Cliff Minerals has reported a 76.5-metre copper-silver intercept at Danvers 1, including a 4-metre zone grading 11.19% copper. Three deeper holes also intersected visible copper sulphides, but their grades remain unconfirmed pending assays.