📊 8 Jul 2026 (Wed) — Daily Brief

Generated 2026-07-08 18:35 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 36 watchlist match(es) · 16 price-sensitive

ASN — Change in substantial holding · 17:32 · link
- 💰 Voting power increase: 8.83% to 10.07% · Shares acquired: 19,984,637 · Total shares on issue: 1,619,554,595 · Market cap: $70m (confidence: high)
CBA — Becoming a substantial holder for AFG · CBA · link (only seen on asxdotcom)
- 💰 CBA voting power in AFG: 5.01% · Total AFG shares held: 13,523,109 · Date became substantial holder: 07/07/2026 · Holding mechanism: Via Avanteos Investments & Colonial First State Investments (confidence: high)
AR1 — LRV: Competing Proposal Response · AR1 · link (only seen on asxdotcom)
- 💰 Larvotto market cap: $662m · Austral market cap: $175m · Larvotto cash (31 Mar 2026): A$81.7m · Undrawn funding (received Jun 2026): A$52.2m (confidence: medium)
MGU — MINERALISED FOOTPRINT GROWS WITH COMPELLING REE DESORPTION · MGU · link (only seen on asxdotcom)
AR3 — Niobium-Rare Earth Carbonatite System Identified at Overland · AR3 · link (only seen on asxdotcom)
- 💰 TREO (main interval): 0.61% over 19m · NdPr fraction: 20% of TREO · Niobium (Nb2O5, peak): 0.53% in 1m sub-interval · Hole depth: 105m (confidence: high)
ILA — Investor Presentation - Ebola Clinical Program · ILA · link (only seen on asxdotcom)
- 💰 Market cap: $130m · Cash on hand: $14.2m · Shares on issue: 295.9m · Price per share: $0.475 (confidence: medium)
EMT — Completion of Consolidation of Capital · EMT · link (only seen on asxdotcom)
- 💰 Post-consolidation shares: 97,500,111 · Market cap: $425k · Free float: 5% (confidence: medium)
LRV — Competing Proposal Response · LRV · link (only seen on asxdotcom)
- 💰 Larvotto market cap: $662m · Austral market cap: $175m · Larvotto cash (31-Mar-26): A$81.7m · Undrawn funding (post-Jun-26): A$52.2m (confidence: high)
CPO — Entitlement Issue of Options Prospectus · CPO · link (only seen on asxdotcom)
- 💰 Capital raised: ~$495,868 · Options issued: 198,347,374 · Exercise price: $0.0175 · Issue price per option: $0.0025 (confidence: high)
NXM — Nexus Move to 100% Ownership of the Pinnacles Gold Project · NXM · link (only seen on asxdotcom)
- 💰 Pinnacles Combined MRE: 609,000t @ 4.0 g/t Au for 78,000 oz · Underground MRE: 450,000t @ 4.6 g/t Au for 66,000 oz · Nexus stake: 100% (acquired remaining 10% from Northern Star) · NSR royalty: 1.5% net smelter return (0.5% buyback option at $550k) (confidence: medium)
ITM — Exceptional Gold-Antimony Results in Solis at Reynolds Range · ITM · link (only seen on asxdotcom)
- 💰 Peak gold (soil): 12.1 g/t Au · Peak antimony (soil): 9.1% Sb · Samples >1 g/t Au: 9 of 182 · pXRF-lab As correlation: ρ = 0.83 (confidence: medium)
EVR — Plant Production Timeline Pathway and Los Lirios Results · EVR · link (only seen on asxdotcom)
- 💰 Tecomatlán timeline to operation: 10–12 months · Flotation recovery (Chinantla ore): 81% Sb · Flotation concentrate grade: 42.4% Sb · Cofradia channel assay (validated): 2.2m @ 5.2% Sb (confidence: medium)
OD6 — SPECTACULAR GRADE & WIDTHS CONTINUES AT HORSESHOE · OD6 · link (only seen on asxdotcom)
- 💰 SE Wall: 50m @ 63.9% CaF2 · NW Wall: 22m @ 70.7% CaF2 · Central Bench: 15m @ 75.8% CaF2 · Average across 118 samples: 64.4% CaF2 (confidence: high)
CU6 — Ceasing to be a substantial holder · CU6 · link (only seen on asxdotcom)
- 💰 JPMorgan holdings ceased: 1.3m shares (~$2.8m at $2.10 avg) · Cessation date: 3 July 2026 · Prior holding balance: 19.2m shares · Stock price (transaction range): $1.82–$2.19 AUD (confidence: high)
CPN — High-Grade Tin Intersection at Kelpie · CPN · link (only seen on asxdotcom)
- 💰 Best intersection (BRC055): 20m @ 2.11% Sn from 107m depth · Vertical depth to mineralization: ~95m below surface · Current Kelpie resource: 3.94Mt @ 0.50% Sn (19,300t Sn) · Tin price context: US$50,000/t (4x copper price) (confidence: high)
WC1 — Review Identifies High-Grade Scandium Targets at Salazar · WC1 · link (only seen on asxdotcom)
- 💰 Scandium Resource: 15Mt @ 153ppm Sc₂O₃ (Inferred) · High-grade intercepts: 649ppm Sc₂O₃ over 3m at SAC358 · Acid leach recovery: 81% at atmospheric pressure, 95°C · Bioleach recovery (early): 39% over 27 days (confidence: medium)

⚠️ 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: 14D, ACW, AR1, AR3, ARU, ASN, CBA, CPN, CPO, CU6, CUF, EMT, EVR, GCM, GT1, ILA, ITM, LRV, MGU, NXM, OD6, VFY, WC1

📊 Per-source counts

hotcopper: 97 total, 6 watchlist match(es)
asxdotcom: 540 total, 38 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

20 announcement(s) across 13 ticker(s): 14D, ACW, ARU, ASN, AVH, CPO, CUF, GCM, GT1, ILA, RML, SGA, VFY