📊 24 Jul 2026 (Fri) — Daily Brief

Generated 2026-07-24 12:28 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 28 watchlist match(es) · 12 price-sensitive

AT4 — PRICE SENSITIVE · 11:31 · link (only seen on hotcopper)
- 💰 Market cap: $75m · Free float: 16% · Trading halt duration: Friday 24 July – Tuesday 28 July 2026 · Announcement trigger: Proposed material acquisition (confidence: low)
AT4 — Pause in Trading · 10:55 · link
CTO — Update on Secured Loan Facility · 10:24 · link
- 💰 Secured loan facility: 5 years outstanding, assigned to DEP Nominees 3 June 2026 · Default notice: 5 June 2026, two days after assignment · Forbearance Deed: Executed 3 July 2026, lender reserves enforcement rights · Further default alleged: 16 July 2026 (confidence: high)
BRN — Expiration of LDA Put Option Agreement · 10:14 · link
- 💰 Failure fee paid: A$1.0M via collateral shares · Collateral shares liquidated: 6.96M shares · Remaining collateral shares: ~6.0M shares (orderly liquidation underway) · LDA fee on proceeds: 8.5% (confidence: high)
EVR — Rights Issue - Sub-Underwriting Update · 09:47 · link
- 💰 Rights Issue (gross): $1.52m · Underwritten amount: $1.0m · Issue price: $0.005 per share · Sub-underwriter commitments: $500k each (Martino & Paul) (confidence: high)
AT4 — Trading Halt · AT4 · link (only seen on asxdotcom)
- 💰 Market cap: $75m · Free float: 16% · Trading halt duration: until 28 July 2026 or announcement release (confidence: medium)
OM1 — Maiden Sampling Defines REE-Nb and Antimony Targets, Montana · OM1 · link (only seen on asxdotcom)
- 💰 Nd+Pr (highest): 146.50 ppm · TREE+Y (highest): 560.43 ppm · Niobium (highest): 209 ppm Nb · Samples analysed: 81 (45 sediment, 36 rock) (confidence: high)
VMM — Quarterly Activities/Appendix 5B Cash Flow Report · VMM · link (only seen on asxdotcom)
- 💰 MRE (updated): 473 Mt @ 2,505 ppm TREO, 592 ppm MREO · Measured & Indicated Resource: 305 Mt @ 2,723 ppm TREO, 659 ppm MREO · MREO recovery (Jul 2026): >80% · Pro forma cash: A$56m (A$20.4m + A$36m committed) (confidence: high)
EMT — Quarterly Activities/Appendix 5B Cash Flow Report · EMT · link (only seen on asxdotcom)
- 💰 Project size: 109 mineral claims, 838 hectares · Strike length: ~12 km prospective · Historical production - Garnet Mine: 634 tonnes @ 0.64% WO₃ · Peak grab sample grade: 0.74% WO₃ (confidence: medium)
ATV — $3.6M PLACEMENT TO INVESTORS INCL ANTIPODES SCOBIE WARD MWP · ATV · link (only seen on asxdotcom)
- 💰 Placement size: $3.6M · Issue price: $0.015/share · Shares issued: 242.3M · Discount to last close: 16.7% (confidence: high)
REE — RareX-Iluka Consortium advance to final stages of Mrima Hill · REE · link (only seen on asxdotcom)
- 💰 Project stage: Request for Proposal (RFP) shortlist · Offtake partner: Iluka Resources (binding term sheet) · Downstream refinery: Eneabba (commissioning 2027, A$1.65bn Australian Government-backed) · Market cap: A$13m (confidence: high)
WC1 — Quarterly Activities/Appendix 5B Cash Flow Report · WC1 · link (only seen on asxdotcom)
- 💰 Scandium resource: 15 Mt @ 153 ppm Sc2O3 (Inferred) · REE resource: 230 Mt @ 1,178 ppm TREO (Indicated & Inferred) · Yttrium fraction: 16.2% of TREO · Bulla Park Cu resource: 20 Mt @ 0.58% CuEq (Inferred, open) (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 hotcopper: AT4
Only on asxdotcom: AT4, ATV, CPO, CXO, EMT, GDM, IOV, NVX, OM1, REE, VMM, WC1

📊 Per-source counts

hotcopper: 97 total, 14 watchlist match(es)
asxdotcom: 221 total, 27 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

16 announcement(s) across 14 ticker(s): ATV, CBE, CPO, CXO, EVR, GDM, HTG, IOV, LML, NEU, NVQ, NVX, RMX, SER