📊 29 Jul 2026 (Wed) — Daily Brief

Generated 2026-07-29 19:57 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 53 watchlist match(es) · 34 price-sensitive

⚠️ hotcopper failed: HTTPError: 403 Client Error: Forbidden for url: https://hotcopper.com.au/announcements/

• LTR — June 2026 Quarterly Report - Clarification · LTR · link
  • 💰 FY26 concentrate produced: 392 kdmt · FY26 AISC: A$1,233/dmt · FY27 guidance concentrate: 390–440 kdmt · Cash at quarter-end: A$561m (confidence: medium)
• FNR — Quarterly Activities/Appendix 5B Cash Flow Report · FNR · link
  • 💰 Bridge Creek Central MRE upgrade: +31% to 93 koz Au · Total NT project gold: +23% to 117 koz Au · Grade (Bridge Creek): 1.08 g/t Au · Cash on hand (30 Jun 2026): A$1.59m (confidence: medium)
• SRN — Quarterly Activities/Appendix 5B Cash Flow Report · SRN · link
  • 💰 Loot Prospect Au (peak): 13.19 g/t Au · Loot Prospect strike length: 200 m · Loot Prospect sample count: 13 samples · Au grades (avg cohort): 6.0 g/t Au (confidence: medium)
• EYE — Quarterly Activities/Appendix 4C Cash Flow Report · EYE · link
  • 💰 FY26 Revenue: US$23.7m (+26% YoY) · H2 FY26 EBITDA: US$0.14m (positive, vs loss in prior year) · Q4 FY26 Sales: US$6.97m (+28% YoY, +21% QoQ) · Cash & Facilities: A$3.7m liquidity (A$1.0m cash + A$2.7m unused debt) (confidence: high)
• DTR — Suspension from Quotation · DTR · link
  • 💰 suspension_trigger: US District Court preliminary injunction motion on Colosseum Project · suspension_duration: Until court outcome announcement or 30 July 2026 trading commencement · market_cap: $504m (confidence: medium)
• MGU — DRILLING AT PALMARES REE PROJECT COMPLETE · MGU · link
  • 💰 Palmares RC drilling: 75 holes, 1,145m completed · Feirinha Prospect prior samples: 1.69% TREO (trench), 1.31% TREO (rock) · Azimuth Piracanjuba progress: 4,400m of 10,000m drilled · Programme cost: ~30% under budget (confidence: high)
• G50 — A$26.25m Raised for Drilling at Golconda and White Caps · G50 · link
  • 💰 Gross proceeds: A$26.25m · Issue price: A$0.595 per share · Discount to last close: 9.8% · New shares issued: ~44.1m (confidence: high)
• CDR — Trading Halt · CDR · link
  • 💰 Market cap: $5m · Free float: 87% · 20d pre-halt run-up: +30% · 5d pre-halt run-up: +8% (confidence: medium)
• ASN — Anson to Conduct Western Block Exploration at Yellow Cat · ASN · link
  • 💰 U3O8 historical intercepts: 0.27–0.68% (confirmatory holes) · V2O5 historical intercepts: 0.09–0.77% · Planned twin holes: 3–5 historic drillholes · Expected drilling completion: Early Q4 2026 (confidence: medium)
• AIS — Quarterly Results Presentation - June 2026 · AIS · link
  • 💰 Market cap: $554m · Pre-announcement momentum: -3% (20d), -1% (5d) (confidence: low)
• HVY — Port Gregory PFS Delivers Maiden Ore Reserve - A$322.8M NPV · HVY · link
  • 💰 Post-tax NPV: A$322.8M (real, 8% discount rate) · IRR: 47.6% · Development capital: A$122.1M · Maiden Ore Reserve: 85.5 Mt at 4.43% THM (3.3 Mt garnet) (confidence: high)
• ILT — ILT June 2026 Quarterly Activities Report & Appendix 5B · ILT · link
  • 💰 MRE (30g/t Ag Eq cutoff): 62.5 Mt @ 81.5 g/t Ag Eq · MRE (60g/t Ag Eq cutoff): 34.2 Mt @ 110.4 g/t Ag Eq · Exploration Target: 35.9–43.3 Mt @ 63.6–78.1 g/t Ag Eq · Drillholes completed Q2: 67 holes / 12,761m (confidence: medium)
• SLM — Quarterly Activities/Appendix 5B Cash Flow Report · SLM · link
  • 💰 Capital raised: A$6.0m · Cash position: A$6.6m · Brazil Lithium acquisition cost: US$0.5m · Mandacaru drill program: 10 holes, 2,000m (confidence: high)
• CPN — High-Grade Tin at Kelpie including 3m @ 9.32% Sn · CPN · link
  • 💰 Best intercept (BRC061): 3m @ 9.32% Sn · Primary intersection (BRC061): 20m @ 1.79% Sn · Current Kelpie resource: 3.94Mt @ 0.50% Sn (19,300t Sn) · Peak single metre: 14.0% Sn (historical context: Dumbrell's averaged 6% Sn) (confidence: high)
• AAJ — Quarterly Activities/Appendix 5B Cash Flow Report · AAJ · link
  • 💰 Phase 1 drilling (Tillex): 1,093m completed · Best copper intersection (TX26-004): 89m @ 2.04% Cu, 12.31 g/t Ag · Best sub-interval (TX26-002): 5.6m @ 5.36% Cu, 56.89 g/t Ag · Phase 2 program: 3,600m ongoing (confidence: high)
• CBE — Quarterly Activities/Appendix 5B Cash Flow Report · CBE · link
  • 💰 Q2 2026 operating cash flow: US$1.618m · Copper cathode production (Q2): 879 tonnes · Leach recovery rate (June): 76% · Financing liabilities reduced: US$9.4m (confidence: high)
• PNN — Trading Halt · PNN · link
  • 💰 Project: Morro do Ferro REE Project, Brazil · Market cap: $46m · 20d price change: -16% · 5d price change: -5% (confidence: low)
• AIS — Quarterly Activities Report - June 2026 · AIS · link
  • 💰 FY26 EBITDA: ~A$285m (+78% YoY) · Cash & receivables (Q4): A$202m (+A$52m QoQ) · Operating cash flow (Q4): A$104m (+37% YoY) · FY26 copper production: 23.0kt (+19% YoY) (confidence: high)
• SGQ — Most Spectacular Drill Results to Date at Araxa · SGQ · link
  • 💰 TREO grades (peak intervals): up to 12.65% TREO · Nb₂O₅ grades (peak intervals): up to 2.25% Nb₂O₅ · Thickest intercept: 207m @ 2.60% TREO from surface · Drill holes reported: 37 diamond drill holes (confidence: high)
• APX — Q2 FY26 Quarterly Activity Report and Appendix 4C · APX · link
• LTR — June 2026 Quarter Presentation · LTR · link
• AW1 — Presentation - The Further Case for Copper · AW1 · link
• AR1 — Austral Invests in Long-Term Processing Infrastructure · AR1 · link
• AYA — June Quarterly Activities Report and Appendix 4C · AYA · link
• VFY — Q4 FY26 Quarterly Activities Report and Appendix 4C · VFY · link
• OD6 — HIGH-GRADE GOLD RESULTS CONFIRMED AT QUINN · OD6 · link
• NXM — Wallbrook Project- Branches RC Results Extend Mineralisation · NXM · link
• ONE — Quarterly Activities/Appendix 4C Cash Flow Report · ONE · link
• BM8 — Quarterly Activities/Appendix 5B Cash Flow Report · BM8 · link
• PNT — Quarterly Activities/Appendix 5B Cash Flow Report · PNT · link
• BSR — Quarterly Activities/Appendix 5B Cash Flow Report · BSR · link
• RMX — SYSTEMATIC EXPLORATION UNDERWAY AT PIONEER TUNGSTEN PROJECT · RMX · link
• WA1 — Luni Niobium Project - Assay Results · WA1 · link
• WC8 — Quarterly Activities/Appendix 5B Cash Flow Report · WC8 · link

⏭️ Non-sensitive announcements (watchlist)

19 announcement(s) across 13 ticker(s): 14D, AR9, AT4, BC8, EYE, G50, GA8, NUZ, ONE, SGQ, SLM, SLS, WC1