📊 27 Jul 2026 (Mon) — Daily Brief

Generated 2026-07-27 10:02 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 32 watchlist match(es) · 26 price-sensitive

• 14D — Heads of Agreement for 1GW Data Centre · 09:54
  • 💰 Data centre capacity: 1 GW · Market cap: $42m (confidence: low)
• DRE — Quarterly Cashflow Report - June 26 · 09:53
• DTR — PRICE SENSITIVE · 09:53 (only seen on hotcopper)
  • 💰 market_cap: $493m · pre_announcement_20d_move: -11% · pre_announcement_5d_move: -4% (confidence: low)
• LOT — Reinstatement to Quotation · 09:52
  • 💰 Market cap: $180m (confidence: low)
• LOT — Completion of Institutional Entitlement Offer Bookbuild · 09:52
  • 💰 Market cap: $180m · Raise type: Institutional Entitlement Offer (confidence: low)
• EIQ — Quarterly Activities Report & Appendix 4C Cashflow Report · 09:44
• DTR — Pause in Trading · 09:44
  • 💰 Market cap: $493m · 20d return: -11% · 5d return: -4% (confidence: low)
• SER — June 2026 Quarterly Activities & Cashflow Report · 09:40
  • 💰 Market cap: $9m · Free float: 54% · 20d price move: -3% · 5d price move: -7% (confidence: low)
• IMU — CEO Resignation · 09:39
  • 💰 Market cap: $45m · 20-day return: -7% · 5-day return: -3% (confidence: low)
• ALM — Quarterly Activities/Appendix 5B Cash Flow Report · 09:33 · link
  • 💰 Drilling completed (to date): 2,082.6m across 6 holes · Planned 2026 drilling: ~11,500m (35 holes) · Planned 2027 drilling: ~17,500m (35 holes) · Cash & investments (30 June 2026): $6.8m (confidence: medium)
• CRR — TechKnow Investor Conference Presentation · 09:33 · link
  • 💰 Market cap: $22m · Free float: 67% · Volume spike (5d avg): 3.7× · Institutional flow (5d): $+5k (confidence: low)
• ODE — Planned Exploration and Drilling Activities · 09:32 · link
  • 💰 Planned air-core drilling: 10,000 m · Mt Yaragner target - pathfinder elements: carbonatite potential indicated · Lockier Range REE-bearing ironstone: up to 1,098 ppm La+Ce+Y · Southern Pegmatite Field Li₂O: up to 1,911 ppm (confidence: medium)
• G50 — PRICE SENSITIVE · 09:17 · link (only seen on hotcopper)
  • 💰 Market cap: $135m · Free float: 32% · 5-day pre-announcement move: +32% (confidence: high)
• AON — Couflens Update · 09:15 · link
  • 💰 Couflens PER: Tungsten, valid 5 years (reinstated by Council of State) · Interim suspension status: Letter suspended by Administrative Court of Toulouse; PER validity unaffected · French State appeal: Urgent appeal to Council of State in progress (confidence: medium)
• TOR — Quarterly Activities/Appendix 5B Cash Flow Report · 09:13 · link
  • 💰 Global MRE: 351koz Au (67% increase) · Paris Deposit Grade: 3.8 g/t Au · Indicated Resource %: 42% · Project RPM Target: 1.0Moz Au at >2.0 g/t (confidence: high)
• IMI — High-grade antimony-gold anomaly outlined over 500m in Vic. · 09:09 · link
  • 💰 Best antimony assay: 48.7% Sb · Best gold assay: 1.35 g/t Au · Soil anomaly extent: 500m · Peak soil Sb: 751 ppm Sb (confidence: high)
• DTR — Trading Halt · DTR · link (only seen on asxdotcom)
  • 💰 Market cap: $493m · Halt reason: NPCA Proceedings – preliminary injunction hearing outcome pending · Halt duration: Until 29 July 2026 or announcement, whichever earlier · 20d price movement: -11% (confidence: medium)
• G50 — Trading Halt · G50 · link (only seen on asxdotcom)
  • 💰 Trading halt duration: until 29 July 2026 or announcement release · Reason: pending material capital raise announcement · Pre-halt 5d move: +32% · Market cap: $135m (confidence: medium)
• BRN — Appendix 4C and Quarterly Activities Report · BRN · link (only seen on asxdotcom)
  • 💰 Cash at hand: $20.3M · AKD1500 production batch received: 2,000 units · Full production run target: ~60,000 units · LDA Put Option collateral liquidated: 6.96M shares at ~$0.144/share (confidence: high)
• ASN — Anson Seeks to Increase the Mineral Rights at Green River · ASN · link (only seen on asxdotcom)
  • 💰 New tenure area: 1,175 acres (4.76 km²) · Project area increase: 5.4% · Exploration Target (Leadville Formation): 59–71 Mt brine @ 100–130 ppm Li · Lithium grade range: 100–130 ppm Li (confidence: medium)
• BMM — Quarterly Activities/Appendix 5B Cash Flow Report · BMM · link (only seen on asxdotcom)
• GA8 — Yttria Aircore Program Discovers Two Major Gold Trends · GA8 · link (only seen on asxdotcom)
• TMX — Lightning Maiden 54koz Gold MRE Sets Growth Platform · TMX · link (only seen on asxdotcom)
• TLG — Japan's Hanwa Signs Strategic Investment and Offtake LOI · TLG · link (only seen on asxdotcom)
• LNQ — Quarterly Activities Report and Appendix 5B · LNQ · link (only seen on asxdotcom)
• AGY — 12ktpa Rincon Project Feasibility & Engineering Works Update · AGY · link (only seen on asxdotcom)

⚠️ 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: DTR, G50
• Only on asxdotcom: AGY, ASN, BMM, BRN, CUV, DTR, G50, GA8, GTI, LNQ, LYC, TLG, TMX

📊 Per-source counts

• hotcopper: 101 total, 19 watchlist match(es)
• asxdotcom: 255 total, 31 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

6 announcement(s) across 5 ticker(s): CUV, GTI, ILA, LKE, LYC