📊 28 Jul 2026 (Tue) — Daily Brief

Generated 2026-07-28 10:11 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 18 watchlist match(es) · 14 price-sensitive

DRO — Material Contracts, Product Release & Trading Update · 09:48 · link
- 💰 1H 2026 Revenue: $125.8M (+74% YoY) · FY2026 Committed Revenue (as at 28 Jul): $206M (95% of FY2025 total) · New European military contract package: $23.2M (~$21M FY2026 revenue recognition) · FY2026 Revenue Guidance: $250–270M (+15–25% vs FY2025) (confidence: high)
GT1 — Quarterly Activities/Appendix 5B Cash Flow Report · 09:45 · link
- 💰 Recapitalisation completed: A$11.0m · Seymour DFS target completion: Q4 2026 · Mine Closure Plan submission target: November 2026 · Tantalum grade identified: 180 ppm Ta₂O₅ (confidence: medium)
SER — Results of Share Purchase Plan · 09:26 · link
- 💰 SPP target: A$250k · SPP applications received: A$579k · SPP amount accepted: A$465k · New shares issued: 3.8m (confidence: high)
ILT — Drilling returns high-grade silver at Orient East, QLD · 09:06 · link
CUV — Update - SCENESSE in vitiligo · CUV · link (only seen on asxdotcom)
- 💰 CUV105 topline results: December 2026 · CUV105 enrollment: 210 patients · CUV107 pivotal study start: November 2026 · CUV107 target enrollment: 300 patients (Fitzpatrick IV–VI) (confidence: medium)
AR1 — Increased Copper Production on Termination of APA · AR1 · link (only seen on asxdotcom)
- 💰 APA settlement value: $51.98m · Cash outlay: $37.6m · Share issuance: 159.8m shares at $0.09/share · Share dilution: ~40% premium to spot; issued under 15% placement capacity (confidence: high)
AVW — Quarterly Activities/Appendix 5B Cash Flow Report · AVW · link (only seen on asxdotcom)
- 💰 RC drilling completed: 1,910 m of 4,500 m approved program · Holes completed: 18 of 37 planned · Historical grade (Maori Queen): 24.56 g/t Au (23,006 t historical production) · Recent intercepts: 2.0 m @ 31.65 g/t Au; 4.0 m @ 18.52 g/t Au (confidence: medium)
LIN — Response to ASX Price Query · LIN · link (only seen on asxdotcom)
- 💰 Price move (24-27 Jul): +17.4% ($0.72 → $0.845) · Volume spike: 3.5× average · 5-day return: +22% · 20-day return: -11% (confidence: medium)
RCL — Quarterly Activities/Appendix 4C Cash Flow Report · RCL · link (only seen on asxdotcom)
- 💰 YTD Schools Cash Receipts: $10.7m (up 6% YoY) · YTD VET-in-Schools Cash Receipts: $5.7m (up 13% YoY) · FY26 Forecast Sales & Fee Revenue: $11.2m–$11.5m · FY26 Forecast uEBITDA: $1m+ (confidence: high)
KRR — Quarterly Activities/Appendix 5B Cash Flow Report · KRR · link (only seen on asxdotcom)
- 💰 Stockpile inventory: 467,659 m³ (745,623 tonnes) · Historical pit excavation: 595,729 m³ (1,084,301 tonnes) · Unreconciled material: ~338,678 tonnes · Estimated hidden gold (at 2.44 g/t): ~23,541 oz Au (confidence: medium)
GAL — Quarterly Cash Flow Report June 2026 · GAL · link (only seen on asxdotcom)
- 💰 Cash at quarter-end: $7.48m · Exploration spend (Q): $0.73m · Exploration spend (YTD): $3.0m · Quarters of funding available: 10.3 (confidence: high)
CRS — Becoming a substantial holder · CRS · link (only seen on asxdotcom)
- 💰 Substantial holder: Jupiter Asset Management Limited · Voting power acquired: 5.87% · Shares acquired: 51,209,843 ordinary shares · Acquisition period: 01 June – 27 July 2026 (confidence: high)
PR1 — GH Garnet Product Validated Against Intl Abrasive Standards · PR1 · link (only seen on asxdotcom)
- 💰 Garnet product grade: 98% andradite concentrate (Stage 1) · ISO 11126-10:2017 validation: Pass (hardness, conductivity, soluble chloride) · Quartz content: 4.5% total (94% locked/semi-locked with garnet) · Respirable silica risk: None in 0–10 μm range; 0.06% in 10–20 μm range (confidence: medium)
CVN — Quarterly Activities/Appendix 5B Cash Flow Report · CVN · link (only seen on asxdotcom)
- 💰 Cash on hand: A$98 million · Bedout prospective resources (net): 1,021 mmboe (unrisked Pmean) · Bedout prospective resources increase: 92% vs June 2025 · 2027 drilling campaign cost: ~A$20 million (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: AR1, AVW, CRS, CUV, CVN, EIQ, GAL, GL1, KRR, LIN, PR1, RCL

📊 Per-source counts

hotcopper: 96 total, 5 watchlist match(es)
asxdotcom: 226 total, 19 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

4 announcement(s) across 4 ticker(s): AR1, EIQ, GL1, SER