🕒 Thursday 22 October 2026 Thu, 22 Oct 2026

Bapcor says its operational reset is beginning to show through, with first-quarter Trade sales up 2.5%, margins improving and net debt falling to $116 million. The recovery remains early, however, with Retail still under pressure and FY27 earnings weighted heavily to the second half.

Orthocell’s flagship Remplir nerve-repair product gained ground in the US and Thailand during the September quarter, even as total revenue slipped from the June period. The company reported A$39 million in available funds and said it does not currently expect to raise additional capital.

Fortescue shipped 46.8 million tonnes of iron ore in the September quarter, but sales fell 3.9Mt short as negotiations with China Mineral Resources Group remained unresolved. Costs rose, net debt climbed to US$2.8 billion and inventory is expected to increase further, even as the miner advanced its Blacksmith and green technology projects.

American Uranium’s Mine Unit 1 pump test sustained 19.2 gallons per minute for 48 hours, producing results the company says support an in-situ recovery development pathway at Lo Herma. The data now feed into a planned Scoping Study, although further testing and permitting work remain.

Fenix Resources has moved into the next phase of its growth plan, commencing Beebyn Hub mining and commissioning a 5Mtpa processing plant after a quarter of heavy investment. Shipments fell and cash declined to A$43.2 million, but the company maintained FY27 guidance and secured more than five years of mine life at current production rates.

Cleanaway has reaffirmed FY27 underlying EBIT guidance of $500 million to $530 million as its proposed EQT Infrastructure takeover moves into the approval process. The AGM also disclosed a second strike against the remuneration report, alongside sharply reduced executive incentive outcomes and continued scrutiny of safety and cash conversion.

Arovella Therapeutics has received a $4.03 million FY2026 R&D tax refund, giving the clinical-stage biotech additional cash as it advances its lead therapy ALA-101 towards first-patient dosing. The payment arrives without any accompanying clinical data or disclosed update to the company’s cash runway.

Mirvac has held its FY27 earnings and distribution guidance after a resilient first quarter, despite a marked moderation in residential activity. Occupancy remained at 97%, development milestones advanced and roughly three-quarters of the $200 million buy-back was complete by 20 October.

Evolution Mining delivered record FY26 profit, cash flow and dividends as higher metal prices helped push the balance sheet into net cash. The annual report also sets out a sizeable copper growth program, a proposed Carnaby acquisition and the operational risks that could test the next phase.

APA Group has committed a further $700 million to the Bulloo Interlink Pipeline after securing a five-year, take-or-pay agreement with Origin Energy. The 800 TJ/day project is aimed at easing projected north-to-south gas constraints, with construction targeted for early 2027 and operations for winter 2029.

Constellation Resources has moved into fieldwork across its newly granted Edmund-Collier acreage while preparing laboratory data that could support a first prospective gas resource assessment. The company also outlined early 2027 copper-gold drilling at Ularring after reporting shallow mineralisation at Chatham.

AuKing Mining has extended its high-grade rare earths story at Tundulu while reporting just 1.21 quarters of funding at its current cash burn. The company is also building a broader critical minerals portfolio across Malawi and Greenland, but much of the next phase depends on assays, option exercises and further funding.

Polymetals Resources has doubled its available working capital facility with Ocean Partners to US$20 million after using cash to replace its rehabilitation bond and reporting lower-than-planned September quarter revenue. The additional funding will support development and exploration at the Endeavor Mine, but adds to the company’s near-term financing obligations.

Patagonia Lithium has completed its latest Cilon drilling campaign with Well 8 delivering 2,043 litres per hour and rapid aquifer recovery, while a corrected estimate put the pumped lithium at a preferred 30kg. The result now feeds into a resource upgrade, but a disappointing Well 9 infill hole adds uncertainty about aquifer continuity.

Wisr has raised its FY27 Cash NPAT guidance by 40% to at least $7 million after record quarterly loan originations lifted its book beyond $1.2 billion. Credit metrics improved alongside the expansion, although net interest margin narrowed as secured vehicle lending became a larger part of the portfolio.

Laserbond delivered strong FY26 growth despite higher tungsten costs and soft mining demand, while securing a second Komatsu licensing agreement and a new international collaboration with Metal 7. The company is now positioning lower-tungsten products, new coatings and expanded capacity for a much larger market.

AIC Mines fell short of its September-quarter production plan, but maintained FY27 guidance as Jericho moved into first-stoping production and the expanded Eloise plant neared commissioning. The company is also asking shareholders to approve a A$120 million Mt Cuthbert acquisition backed by a A$70 million placement.

Titomic has secured approval for a US$10.3 million direct loan from the US Export-Import Bank to fund a high-pressure cold-spray production cell in Huntsville, Alabama. The project is expected to expand US manufacturing capacity and support at least dozens of full-time jobs.

VHM Limited (ASX:VHM) has strengthened the funding and revenue case for its Goschen rare earths and mineral sands project, securing a binding Iluka offtake agreement alongside up to A$40 million in convertible note funding. The project remains short of a Final Investment Decision, with total funding needs estimated at A$482 million.

Generation Development Group started FY27 with group funds under management up 29% to $48.1 billion, led by record quarterly inflows at Generation Life and resilient growth at Evidentia. The update also points to new commercial opportunities for Lonsec in investment governance, although it contains no earnings or cash flow figures.

Coronado Global Resources delivered its strongest quarterly earnings since mid-2024 as Curragh’s reset began to reduce costs, but the improvement came alongside a sharp downgrade to 2026 production guidance. Buchanan geology, slower Mammoth ramp-up, plant constraints and port congestion remain the central tests.

Harris Technology has started FY27 with $4.3 million in quarterly revenue, positive operating cash flow and a sharp reduction in borrowings. Refurbished technology accounted for about 60% of sales, although parts delays constrained August and September activity.

Rokeby Resources has defined a maiden 6,100-ounce Inferred JORC resource at the Maude tailings stockpile in Victoria, adding to a broader 17,497-ounce surface stockpile inventory. The opportunity is shallow and potentially low-capital, but the estimate still rests on historical data, assumed density and incomplete metallurgical evidence.

Aquirian has more than tripled its NAB equipment funding capacity to $25 million, giving the mining services group room to add fleet for new contracts. It will also use $3.1 million to reduce debt tied to its Wubin facility, while unaudited cash fell to $9.5 million at 30 September.