📊 6 Jul 2026 (Mon) — Daily Brief

Generated 2026-07-06 19:45 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 43 watchlist match(es) · 16 price-sensitive

• 4DX — Ceasing to be a substantial holder · 17:42 · link
  • 💰 Holder: State Street Global Advisors (via subsidiaries) · Cessation date: 02-Jul-2026 · Previous notice: 28-May-2026 · Net position change: Collateral reductions across multiple tranches (confidence: medium)
• CPN — Change in substantial holding · 17:33 · link
  • 💰 Previous voting power: 6.25% · Present voting power: 8.17% · Shares acquired: 5,687,751 ordinary shares · Total consideration: ~$461,607 (confidence: high)
• EDE — Ceasing to be a substantial holder · 17:23 · link
  • 💰 Holder: UBS Group AG · Action: Ceased substantial holding · Date: 2 July 2026 · Net shares divested: ~318,000 ordinary shares (confidence: high)
• AIS — Ceasing to be a substantial holder from MUFG · 17:16 · link
  • 💰 shares_sold_net: ~282,000 shares · transaction_period: 29 May – 1 June 2026 · market_cap: $561m (confidence: high)
• AR9 — Change in substantial holding · AR9 · link (only seen on asxdotcom)
  • 💰 Previous holding: 6.05% (29.2M shares) · Current holding: 5.02% (24.2M shares) · Shares on issue: 482.9M · Net reduction: 5.0M shares (1.03% dilution) (confidence: high)
• SNX — First Drill Results from As Safra, KSA · SNX · link (only seen on asxdotcom)
  • 💰 ASDD0002 Cu intercept: 17m @ 1.26% Cu, incl. 3m @ 4.59% Cu · ASDD0003 Cu intercept: 16m @ 1.20% Cu, incl. 4.6m @ 3.19% Cu · Vertical continuity: >200m depth, surface to open · Phase 1 drilling: 28 holes, 5,400m (tested ~400m of 5.5km corridor) (confidence: high)
• QPM — Trading Halt · QPM · link (only seen on asxdotcom)
  • 💰 Market cap: $36m · Pre-announcement move (20d): -61% · Pre-announcement move (5d): -40% · Volume spike: 5.2× average (confidence: medium)
• PR1 — Major Milestone CNTF Fabric Manufacturing Achieved · PR1 · link (only seen on asxdotcom)
  • 💰 Peer-reviewed publication: Journal Small, 2026 · CNTF fabric manufacturing: In-house production achieved · Thermal advantage vs metals: Directional (anisotropic) heat routing; copper/aluminium isotropic · Development stage: Patent filing and licensing pathway underway (confidence: medium)
• ILT — Further Orient West high-grade silver-indium mineralisation · ILT · link (only seen on asxdotcom)
  • 💰 Peak silver intercept: 192 g/t Ag over 1m (ORR148) · Peak indium intercept: 925 g/t In over 1m (ORR148) · Broad zone (ORR148): 17m @ 37 g/t Ag, 88 g/t In · Holes completed to date: 65 of 110 planned RC holes (confidence: high)
• NPM — First Hole Discovers Large Scale Gold Zinc and Silver System · NPM · link (only seen on asxdotcom)
• CBE — Sierra Atacama Copper Mine Delivers First Positive Cash Flow · CBE · link (only seen on asxdotcom)
  • 💰 Operating cash flow (Apr–May 2026): US$644k & US$601k · Q4 FY26 cathode production: 879 t/quarter · Q1 FY27 production target: 1,200 t/quarter · Ramp-up target by Dec-27: 1,500 t/month (~20,000 t/annum nameplate) (confidence: high)
• KTA — $1.6m Placement to Fund 2026 Exploration Program · KTA · link (only seen on asxdotcom)
  • 💰 Placement size: $1.6m · Issue price: $0.004/share · Shares issued: 400m · Placement vs market cap: ~27% dilution to existing cap (confidence: high)
• SNM — SNM Completes $15 Million Placement to Underpin Acquisition · SNM · link (only seen on asxdotcom)
  • 💰 Capital raised: $15.0m · Placement price: $0.58/share · Shares issued: ~25.86m · Discount to VWAP (10d): 14% (confidence: high)
• CPO — Drilling Underway at El Quillay South · CPO · link (only seen on asxdotcom)
  • 💰 Planned drill metres: 1,000m · Hole count: 4 diamond holes · Assay timeline: Early August 2026 · Target style: Porphyry Cu-Au fault corridor (confidence: medium)
• EXR — Lorelle-3H commences transition into gas flows · EXR · link (only seen on asxdotcom)
  • 💰 Well: Lorelle-3H (Tinowon 'Dunk' Sandstone horizontal) · Gas breakthrough: Day 5 of flowback at 6,300 psi BHP · Flowing well head pressure: 1,770 psi (rising) · Fluid production: ~800 bbls/d (declining as gas rises) (confidence: high)
• WA1 — Change in substantial holding · WA1 · link (only seen on asxdotcom)
  • 💰 Helikon holding: 8.04% (up from 6.96%) · Shares accumulated: 800,393 shares · Acquisition cost: A$9.04m · Avg purchase price: A$14.26/share (confidence: high)

⚠️ Source disagreement (verify these)

Tickers seen on one source but not the other(s). If a source consistently has fewer matches over multiple days, its parser may need updating.

• Only on asxdotcom: AR9, ASN, BOA, BRN, BUX, CBE, CPO, EXR, FMG, ILT, IMU, IOV, KTA, LKE, MEM, MGU, NPM, NVX, PLS, PR1, QPM, SNM, SNX, SYR, TLG, WA1

📊 Per-source counts

• hotcopper: 103 total, 9 watchlist match(es)
• asxdotcom: 704 total, 44 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

27 announcement(s) across 19 ticker(s): 14D, ASN, BOA, BRN, BUX, FMG, IMU, IOV, KRR, KTA, LKE, LYC, MEM, MGU, NVX, PLS, QXR, SYR, TLG