morning brief · 2026-07-202026-07-172026-07-21letter

📊 20 Jul 2026 (Mon) — Daily Brief

Generated 2026-07-20 12:25 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 23 watchlist match(es) · 11 price-sensitive

  • EVR — EVR to Undertake Rights Issue and Change of Management · 10:29 · link
    • 💰 Rights Issue Size: A$1.52m · Subscription Ratio: 1 new share per 10 held · Issue Price: A$0.005 per share · Underwritten Amount: A$1.0m (66% of total) (confidence: high)
  • ATV — ATV SIGNS ANOTHER MAJOR ASIAN TELCO, GOIP · 09:58 · link
    • 💰 Customer: GOIP Globalnet (licensed carrier, 300+ cities, 20+ intl nodes) · Initial term: 36 months · Service pricing: $399–$2,750/month per service · Typical contract length: 12–60 months per service (confidence: medium)
  • WBT — Weebit Nano upgrades revenue guidance · 09:50 · link
    • 💰 FY2026 revenue guidance (upgraded): A$13.5m minimum · Previous guidance: A$12.0m minimum · Upgrade magnitude: +12.5% (A$1.5m) · Results release date: 28 August 2026 (confidence: medium)
  • ACW — Xanamem depression trial published in British J Psychiatry · 09:33 · link
    • 💰 MADRS improvement vs placebo: 2.7 points at Week 10 (p < 0.05) · MADRS improvement in SSRI subgroup: 4.2 points (p < 0.05) · Trial enrollment: 165 participants with difficult-to-treat MDD + cognitive impairment · Publication venue: British Journal of Psychiatry (peer-reviewed) (confidence: high)
  • ATT — Altitude Expands W-Project Land Position · 09:32 · link
    • 💰 Land expansion: 15 additional claims (48 total) · Project strike length: ~1,800m under cover · Historical drilling success: 40 of 43 holes intersected Au mineralisation · Best historical grade: 3.75 g/t Au (3m intersection) (confidence: medium)
  • PNN — Maiden Drilling Program Progressing at MDF REE Project · PNN · link (only seen on asxdotcom)
    • 💰 Core recovery: 487.8 m at 94.5% average · Drillholes completed: 2 of planned ~4,800 m program · Cash position: $7 million · Assay results timeline: 2–3 weeks expected (confidence: medium)
  • PEN — Trading Halt · PEN · link (only seen on asxdotcom)
    • 💰 Market cap: $209m · Lance Project status: Yellowcake production commenced Sep 2025 · Expected announcement: Downward production guidance revision for CY2026 (confidence: medium)
  • DRE — 12 Mineralised Corridors Identified and Growing · DRE · link (only seen on asxdotcom)
    • 💰 Mineralised corridors identified: 12 distinct (40 km total strike) · Program progress: 380 of ~500 holes completed (76%) · Area tested: ~10% of Illaara greenstone belt · Best intercept (Black Oak): 21m @ 0.3 g/t Au, incl. 3m @ 1.1 g/t Au (confidence: medium)
  • GMN — Strong Metallurgical Test Results from Capivara · GMN · link (only seen on asxdotcom)
    • 💰 TREY-Ce extraction rate: up to 65.9% · Magnet REE desorption: up to 63.6% · Metallurgical samples analysed: 58 samples · Irajuba mineralised system extent: 16 km span (confidence: medium)
  • LNQ — Appointment of Chief Executive Officer · LNQ · link (only seen on asxdotcom)
    • 💰 Market cap: $56m · Free float: 92% · 20d performance: -26% · 5d performance: -7% (confidence: medium)
  • CUF — Change in substantial holding from EUR · CUF · link (only seen on asxdotcom)
    • 💰 Previous voting power: 16.73% · Present voting power: 17.68% · Shares acquired: 24,312,154 ordinary shares · Average acquisition price: $0.0611 (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: CPO, CRR, CUF, CUV, DRE, GCM, GMN, LNQ, OD6, PEN, PNN

📊 Per-source counts

  • hotcopper: 93 total, 12 watchlist match(es)
  • asxdotcom: 284 total, 23 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

12 announcement(s) across 10 ticker(s): 14D, ARR, CPO, CRR, CUV, EVR, GCM, LML, OD6, SRN