📊 15 Jul 2026 (Wed) — Daily Brief
Generated 2026-07-15 10:07 AEST by asx-monitor.
🔥 Price-sensitive announcements (today)
Sources: hotcopper · asxdotcom · 25 watchlist match(es) · 16 price-sensitive
- NPM — Successful placement to advance Las Openas Gold Project · 09:25 · link
- 💰 Capital raised: A$3.5m · Issue price: A$0.013 per share · Discount to last trade: 23.5% · Shares issued: ~269m shares (confidence: high)
- LML — Quarterly Activities/Appendix 5B Cash Flow Report · 09:21 · link
- 💰 Placement commitment: A$3.1m · Placement price: A$0.012/share · Premium to 5d VWAP: 3.5% · Historic intercept at Eagle Ridge: 29.5m @ 0.8% Cu, 7.5% Pb, 1.9% Zn, 9g/t Ag (confidence: medium)
- EMV — Quarterly Activities/Appendix 4C Cash Flow Report · 09:20 · link
- 💰 Cash reserves (30 Jun 2026): $17.1m · Non-dilutive funding remaining: $4.6m · Grant funding received (Q): $2.0m · Pivotal Trial status: Past key enrolment milestones; full enrolment expected late CY26/early CY27 (confidence: high)
- SPL — Entitlement Offer Investor Presentation · 09:15 · link
- 💰 Offer type: Renounceable pro-rata entitlement offer · Market cap: $318m · 20d run-up: +9% · 5d run-up: +6% (confidence: low)
- SPL — Fully Underwritten Entitlement Offer to Raise $32 Million · 09:10 · link
- 💰 Gross proceeds: $32 million · Offer price: $0.57/share · Discount to last close: 25% · Pro forma cash (30 Jun 2026): $44.5 million (confidence: high)
- GL1 — PRICE SENSITIVE · 09:08 · link (only seen on hotcopper)
- 💰 Market cap: $125m · Trading halt: pending strategic acquisition announcement · Announcement timing: by 17 July 2026 (confidence: medium)
- SPL — Quarterly Activities Report and Appendix 4C · 09:03 · link
- 💰 Cash balance (30 June 2026): $11.0 million · Radiopharm Theranostics option fee: $0.5 million · Potential milestone payments (RAD licence): A$91 million · DEP® HER2-Lu Phase 1 start: H2 CY2026 (confidence: high)
- DTR — Widespread REE Mineralisation at Music Valley · 08:44 · link
- 💰 Highest TREO grade: 7.13% (71,274 ppm) · Magnet REO content: 30-32% of TREO · Sample success rate: 33/33 anomalous · NW Target strike length: 200m (confidence: high)
- SHN — Significant Upgrade to Liontown Resource · 08:43 · link
- 💰 Liontown Gold Study Resource: 1.02Mt @ 3.75g/t Au & 29.9g/t Ag · Contained Au: 122.6 Koz · Contained Ag: 975 Koz · Total Liontown Resource: 7.27Mt @ 3.19g/t AuEq for 745 Koz AuEq (confidence: high)
- GL1 — Trading Halt · GL1 · link (only seen on asxdotcom)
- 💰 Market cap: $125m · Trading halt duration: until 17 July 2026 or announcement release · Announcement type: Strategic acquisition (confidence: low)
- OD6 — Quarterly Activities/Appendix 5B Cash Flow Report · OD6 · link (only seen on asxdotcom)
- G50 — Low-Cost Processing Doubles Gallium Grades at Golconcda · G50 · link (only seen on asxdotcom)
- 💰 Gallium upgrade factor: 1.5–2.0x (screening/desliming); 2–5x (flotation) · Gallium recovery: 63–87% (desliming); 40–50% (flotation) · Gold concentrate upgrade: 10x · Silver concentrate upgrade: 5x (confidence: medium)
- NXM — Further Hi-Grade Results at Payns Prospect up to 34.77g/t Au · NXM · link (only seen on asxdotcom)
- 💰 Best intercept: 1m at 34.77 g/t Au · Within wider zone: 5m at 12.83 g/t Au (grade well above bonanza threshold) · Total Payns drilling: 79 RC holes, 6,040m completed · Program scope: 196 holes, 21,985m across 4 prospects at Wallbrook (confidence: high)
- LIN — ANSTO Confirms High 98% NdPr Extraction · LIN · link (only seen on asxdotcom)
- 💰 NdPr extraction: 98% · TREY extraction: 96% · Overall NdPr recovery (concentrate to MREC): 96% · Pregnant leach solution tenor: 21.1 g/L TREY (confidence: high)
- CXO — Quarterly Activities and Cashflow Report · CXO · link (only seen on asxdotcom)
- EXR — Lorelle-3H Flow Testing Update · EXR · link (only seen on asxdotcom)
- 💰 Market cap: $224m (confidence: low)
⚠️ 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 hotcopper: GL1
- Only on asxdotcom: AVH, CXO, EXR, G50, GL1, LIN, MNE, NXM, OD6
📊 Per-source counts
- hotcopper: 102 total, 15 watchlist match(es)
- asxdotcom: 171 total, 24 watchlist match(es)
⏭️ Non-sensitive announcements (watchlist)
9 announcement(s) across 8 ticker(s): ABX, AR9, AVH, CXO, KLI, MNE, NPM, SPL