morning brief · 2026-07-142026-07-132026-07-15letter

📊 14 Jul 2026 (Tue) — Daily Brief

Generated 2026-07-14 11:41 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 17 watchlist match(es) · 12 price-sensitive

  • RCM — Update to Release of 22 May 2026-Drilling Underway at Webbs · 10:24 · link
    • 💰 Drill program: 15,000m across Rapid silver assets · Best historical intercept (Tangoa South): 3.8m at 75 g/t Ag, 10.3% Pb, 7.4% Zn (461 g/t AgEQ) · Active rigs: 2 (first on site) · New tenure: ELA7053 lodged (southern extension) (confidence: medium)
  • MSB — Pivotal Phase 3 Trial in CLBP Achieves 300 Treated Patients · 10:00 · link
    • 💰 Patients enrolled: 300 (target achieved) · Primary endpoint: Pain reduction at 12 months vs. sham · Market opportunity (peak revenue): >US$10 billion · US CLBP prevalence: 7 million patients (confidence: high)
  • SLM — Drilling Commenced At Mandacaru Lithium Project, Brazil · 09:51 · link
    • 💰 Drill program: 10 holes, 2,000 m across ~800 m LCT pegmatite corridor · Target depth: ~200 m per hole · Pegmatite type: LCT (lithium-caesium-tantalum) with spodumene potential · Project location: Araçuaí Lithium Valley, Minas Gerais, Brazil (100% SLM) (confidence: medium)
  • AIS — FY26 Production Results · 09:47 · link
    • 💰 FY26 copper production: 23.0 kt · FY26 gold production: 49.0 koz · FY26 copper equivalent: 42.1 kt · Cash and receivables: $202.3 m (confidence: high)
  • MRD — Block 2 Re-Assays Further Extend Scandium Footprint · 09:45 · link
    • 💰 Best intercept (Block 2): 19m @ 127.68 ppm Sc₂O₃ · Current Block 2 Resource average: 86.9 ppm Sc₂O₃ · High-grade intercepts count: 6 holes >100 ppm Sc₂O₃ · Phase 2 pulps queued: ~2,000 historical samples (confidence: high)
  • ILT — ILT commences drilling to test Herberton regional targets · 09:43 · link
    • 💰 Boonmoo Epithermal discovery sample: 7.85 g/t Au & 2.17 g/t Ag · Union Jack historical sample: 2.3% Cu, 39.5 g/t Ag, 25 g/t In · Boonmoo Bonanza historical sample: 6.3% Pb, 1.5% Cu, 455 g/t Ag · 2026 drilling completed: 71 holes, 13,923m at Orient Silver-Indium Project (confidence: medium)
  • GA8 — Further Standout Intercepts at Mt Stirling Well · 09:42 · link
    • 💰 Mt Stirling Well best intercept: 1m @ 31.0 g/t Au · Mt Stirling Well resource: 198,000t @ 2.3 g/t Au (15,000oz) · Grade control program completion: ~74% (25,292m of 34,000m) · Mt Stirling Well high-grade shoots: Multiple intercepts >6 g/t Au, four consecutive batches confirmed (confidence: high)
  • BC8 — Lakewood Update · 09:32 · link
    • 💰 Issue: Lakewood mill bearing failure · Expected downtime: ~1 week · Mining operations: Fingals & Majestic continuing unaffected (confidence: medium)
  • RDS — RDS to Advance Saturn Cu-Ni-Co-PGE and PGE Reef Project · RDS · link (only seen on asxdotcom)
    • 💰 Saturn Project tenure: 330 km² · Halleys Cu-Ni-Co-PGE: 58m @ 0.35% Cu, 0.08% Ni, 0.21 g/t Pt+Pd+Au · Halleys NW PGE Reef: 25m @ 0.18 g/t Pt+Pd+Au · Saturn Anomaly width: 13 km (confidence: medium)
  • KLI — Killi Targets Rapid Resource Growth with Aggressive Drilling · KLI · link (only seen on asxdotcom)
    • 💰 Current resource: 110Mt @ 33% DTR, 69% Fe concentrate (JORC Inferred) · Planned drilling program: 20,000m RC & diamond core · Mineralized corridor strike length: 25km · Cash position: ~$18.5m (confidence: high)
  • ATT — Altitude Minerals Quarterly Activities and Cashflow Report · ATT · link (only seen on asxdotcom)
    • 💰 Cash balance (30 Jun 2026): $1.1m · Recent placement: $1.155m · Byrock drill program: 1,501m RC · Firenze drill program designed: 2,600m (9-hole RC) (confidence: medium)
  • LNQ — High Grade 5.36% CuEq Intersection at Monza · LNQ · link (only seen on asxdotcom)
    • 💰 Best intersection (MZACD005): 5m @ 5.36% CuEq (2.86g/t Au, 3.06% Cu) · Broader zone (MZACD003): 28m @ 1.85% CuEq within 226m @ 0.70% CuEq · Pending assay results: 5 holes (MZACD006-010) (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: ATT, CPN, KLI, LNQ, RDS

📊 Per-source counts

  • hotcopper: 97 total, 13 watchlist match(es)
  • asxdotcom: 233 total, 18 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

5 announcement(s) across 4 ticker(s): CPN, EMV, FMG, GMN