🕒 Tuesday 20 October 2026 Tue, 20 Oct 2026

Minbos Resources has lodged a prospectus for 461.1 million listed options linked to its A$6 million placement, without raising fresh cash through the offer itself. The options could provide A$18.44 million if fully exercised, but the filing also flags going-concern uncertainty and further funding needs for the Cabinda phosphate project.

Yancoal’s September quarter brought stronger realised coal prices and a A$340 million rise in cash before its Kestrel acquisition and interim dividend. The US$1.85 billion deal now starts contributing earnings, although the mine’s first quarter will include a planned longwall relocation and additional debt funding.

VEEM has secured initial A$0.8 million purchase orders from HII for the Virginia Class submarine program, becoming the first Australian AUSSQ-qualified supplier to do so. The award gives the Perth defence manufacturer a foothold in the US submarine supply chain, although the value of future opportunities remains uncertain.

First Graphene reported unaudited first-quarter income of about A$201,000, up 21% year on year, as PureGRAPH moved into new cement, mining, composites and footwear applications. The commercial pipeline expanded, but A$915,000 of operating cash outflow left the company with A$1.831 million and an estimated two quarters of funding at the reported burn rate.

Accent Group reported a $13.8 million statutory loss for FY26 after a $48.6 million goodwill impairment, while underlying profit and dividends also fell. The footwear retailer is betting that store expansion, cost savings and portfolio closures can support its defence against Frasers Group’s $0.65 takeover bid.

Lachlan Star has extended shallow, high-grade gold mineralisation at New Waverley while identifying soil and magnetic anomalies across more than 4km of prospective strike. A project-wide RC drilling program is due to begin in late October, with the company holding $5.203 million in cash at quarter end.

Region Group has maintained its FY27 earnings targets after reporting stronger occupancy, supermarket sales and leasing metrics at its annual meeting. The group has also exchanged contracts to sell three neighbourhood centres for $73.5 million as it sharpens its portfolio strategy.

Camplify Holdings generated $1.438 million in operating cash flow in the first quarter of FY27 and ended September with $11.333 million in cash and no debt. But GTV fell 27% year on year and forward bookings remained 17% below the prior corresponding period, leaving the summer booking cycle as the key test.

Matsa Resources has received the final A$45 million payment from AngloGold Ashanti for five Lake Carey tenements, completing the transaction. Total payments under the agreement reached A$70.125 million including GST, while AngloGold retains a right of first refusal over Fortitude North until September 2027.

Superloop has completed its three-year Double Down strategy with revenue up 21.6% to A$664.3 million and net profit reaching A$17.5 million. The ASX-listed telco now turns to SuperCharge29, but its next growth phase begins with substantially higher debt and A$111.4 million of provisional goodwill from the Lightning Broadband acquisition.

Recce Pharmaceuticals says a review of blinded Phase 3 data for its RECCE 327 Gel showed strong efficacy and a positive safety profile. An independent committee is expected to assess unblinded data from 75 patients as soon as mid-November, while recruitment continues.

Percheron Therapeutics has secured a funded path towards a Vanderbilt Health-led HMBD-002 trial in high-risk AML and MDS, while ending September with $4.875 million in cash. The biotechnology company also installed a new chief executive and began a preclinical combination study with Invion.

Scalare Partners expanded its national founder network and launched a new recurring-revenue platform, but ended the September quarter with only $548,000 in cash. The company says statutory operating cash flow was positive, although its own matching-basis calculation points to an underlying cash outflow of about $1.16 million.

MyState reported a 41.2% rise in underlying FY26 NPAT to $58.3 million at its annual meeting, with merger synergies reaching $11.8 million on a run-rate basis. The bank kept its FY28 synergy target of $20 million to $25 million unchanged, while shareholders considered director, remuneration and CEO incentive resolutions.

ACDC Metals has moved Mount Jackson from target generation towards field execution, with BLM approval now in hand for a 15-hole program and up to 2,500 metres of RC drilling. The company ended September with $2.744 million in cash after raising $976,000 from an entitlement offer shortfall.

Panorama Auto Trust 2024-3 reported a sharp reduction in securitised auto-loan liabilities and expected credit loss provisions during the year ended 30 June 2026. Net assets attributable to the unitholder rose to $46.8 million, although the special purpose report offers limited information beyond the trust and its unitholders.

PWR Holdings has lifted its FY27 Aerospace and Defence revenue growth outlook to around 50% after delivering record FY26 revenue of $170.7 million. A new US$4.6 million pre-contract order and a planned Polish manufacturing site are adding momentum, although the larger defence opportunity remains subject to customer and program decisions.

True North Copper says its Cloncurry Copper Project has reached a more substantial technical base, with Wallace North flotation tests averaging 88.9% copper recovery and contained copper-equivalent Resources rising 62% to 204kt. The pre-feasibility study remains targeted for completion in late 2026, but gold recovery, toll-processing terms and economic outcomes are still unresolved.

Panorama Auto Trust 2023-1 reported a $9.3 million profit attributable to its unitholder for the year ended 30 June 2026, but says it expects to wind up and liquidate within 12 months. The accounts were prepared on a liquidation basis, with PwC issuing an unmodified audit opinion alongside an emphasis of matter on the planned termination.

Marvel Gold completed 3,951 metres of maiden RC drilling at Hanang in Tanzania, but mechanical problems and early rains may prevent it reaching the planned 5,000-metre first phase. The company exited its Mali joint venture while ending the quarter with A$1.96 million in cash and an estimated 2.55 quarters of funding.

Verbrec has secured approximately A$22 million of water and wastewater infrastructure awards since the start of FY2027, led by a NZ$15.1 million headworks project in New Zealand. The contracts extend into FY2028 and support the company’s existing FY2027 revenue guidance, although margins and cash-flow timing remain undisclosed.

Ingenia Communities has granted Warburg Pincus comprehensive due diligence access as the parties work towards a process deed for the proposed $5.25-per-stapled-security takeover. The proposal remains non-binding, while Ingenia continues to progress its separate Peet transaction.

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.

TMK Energy has secured Mongolian regulatory acceptance for a formal gas discovery at its Gurvantes XXXV Pilot Well Project, opening the next stage toward appraisal, reserves and a potential production licence. The milestone starts a 90-day window for an appraisal program, but no reserves or commercial production figures have yet been established.