📊 30 Jul 2026 (Thu) — Daily Brief

Generated 2026-07-30 19:28 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 71 watchlist match(es) · 56 price-sensitive

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

• TLG — Quarterly Activities/Appendix 5B Cash Flow Report · TLG · link
  • 💰 Cash balance (30 Jun 2026): A$18.6m · EVA plant sales volume growth (Q4 vs Q3): Doubled · FEED study status: All technical work packages completed on time and on budget · Commercial milestones: First non-Asia natural graphite anode delivery (Nyobolt); LOIs signed with Mitsubishi Chemical, Dainen, Hanwa post-quarter (confidence: medium)
• GA8 — Quarterly Activities and Cashflow Report · GA8 · link
  • 💰 Mt Stirling grade control: 19,000m completed, highest intercept 106 g/t Au (1m) · Sapphire bonanza intercept: 8m @ 66.76 g/t Au incl. 1m @ 363.70 g/t Au · Capital raise: $7.2m (before costs) · MMS JV funding: $20m committed for Orion & Sapphire development (confidence: high)
• EMP — Quarterly Activities/Appendix 5B Cash Flow Report · EMP · link
  • 💰 Cash balance (end Q1): $15.6M · Judith-2 drilling window: March 2027 · Contingent resources (2C best estimate): 165.7 Bscf · Environmental approval timeline: mid-September 2026 (confidence: medium)
• PLS — Becoming a substantial holder · PLS · link
  • 💰 Voting power acquired: 177,503,804 fully paid ordinary shares · Voting power %: 5.50% · Substantial holder: First Sentier Group Limited (via MUFG) · Date became substantial holder: 28 July 2026 (confidence: high)
• LIN — Quarterly Activities/Appendix 5B Cash Flow Report · LIN · link
  • 💰 A$100m institutional placement: fully-funded pathway to first concentrate · Cash position (end-Q2 FY2026): A$108m · First production target: Q4 2026 · Stage 1 pit haul road: completed (confidence: high)
• LOT — Change in substantial holding · LOT · link
  • 💰 State Street voting power: 16.55% · Total shares held: 41,627,588 · Previous voting power: 15.24% · Market cap: $105m (confidence: high)
• CU6 — Becoming a substantial holder · CU6 · link
  • 💰 voting_power: 5.01% · total_securities_relevant_interest: 18,691,276 ordinary shares · substantial_holder: State Street Corporation and subsidiaries (confidence: high)
• MRD — Quarterly Activities/Appendix 5B Cash Flow Report · MRD · link
  • 💰 Scandium re-assays completed: 3,271 historical samples · New scandium trends identified: 2 open trends, 13km southwest extension · Peak scandium grade (Sc₂O₃): 152.89 ppm (9m intersection) · Current Block 1 average grade: 91.8 ppm Sc₂O₃ (confidence: medium)
• LKY — Quarterly Activities Report and Appendix 5B · LKY · link
  • 💰 DAM peak antimony grade: 33.51% Sb over 0.4m · DAM significant intercept: 4.0m @ 4.87% Sb · El Campo peak REE grade: 6.03% TREO over 0.7m · El Campo significant intercept: 7.20m @ 2.93% TREO (incl. 3.75m @ 4.45%) (confidence: medium)
• LOT — Quarterly Activities and Cash Flow Reports - June 2026 · LOT · link
  • 💰 Q2 2026 U3O8 production: 155.9 klb · May 2026 peak production: 73.6 klb · Mined grade (Q2): 357 ppm U3O8 · Mill head grade (Q2): 939 ppm U3O8 (confidence: high)
• GNM — Quarterly Activities/Appendix 5B Cash Flow Report · GNM · link
  • 💰 Maiden Inferred MRE: 37.85Mt @ 0.4 g/t Au & 6 g/t Ag (480koz Au, 6.7Moz Ag) · Additional silver resource: 19.25Mt @ 8 g/t Ag (4.8Moz Ag) · Project expansion: 46 new lode claims; total 1,446 acres · Cash on hand: $3.75M (confidence: high)
• RML — Notice of ceasing to be a substantial holder · RML · link
  • 💰 shares_released_from_escrow: 111,203,221 ordinary shares · market_cap: $89m · free_float_pre_release: 44% · stock_performance_20d: -15% (confidence: high)
• CDR — Quarterly Activities/Appendix 5B Cash Flow Report · CDR · link
  • 💰 Bull Run Mo assays: up to 4.2% Mo (Lady May Zone) · Karloning Ta-Nb program: desktop review ongoing, re-assay design phase · Jasper Wedge rock chips: 5.3 ppm U and 4.6 ppm U (JW6A, JW10) · Field exploration activity: none during June quarter (confidence: medium)
• PNN — Quarterly Activities Report & Appendix 5B · PNN · link
  • 💰 TREO grades (best intercepts): 8.92%, 8.00%, 7.02% · MREO grades (best samples): 3.48%, 3.36%, 3.19% · Planned drilling: 4,800m total (4,000m NQ/HQ + 800m PQ) · Holes completed to date: 3 of campaign (confidence: medium)
• ABX — Quarterly Activities/Appendix 5B Cash Flow Report · ABX · link
  • 💰 MREC samples distributed: 6 customers (Australia/North America) · Heavy RE enrichment: Higher Dy/Tb in second sample vs maiden · Radioactivity status: Both MREC samples exempt from radiological control · Exploration tenement portfolio: >800 km² in northern Tasmania (confidence: medium)
• EGR — June 2026 Quarterly Activities Report and Appendix 5B · EGR · link
  • 💰 Cash on hand: $3.8m · EIB grant activated: €2.0m (A$3.2m) · Co-funding applications: €4.2m (A$6.8m) · HFfree purification cost: US$478/t (confidence: medium)
• CRS — Quarterly Activities/Appendix 5B Cash Flow Report · CRS · link
  • 💰 Bonanza intercept (west of Vadrians): 19m at 124.7 g/t Au from 42m · Vadrians BIF best result: 9m at 2.8 g/t Au including 5m at 4.5 g/t Au · Gold recovery (metallurgical testwork): 94% overall, 33% gravity · Cash balance (post-divestment): A$13.51m (confidence: high)
• QEM — Quarterly Activities/Appendix 5B Cash Flow Report · QEM · link
  • 💰 Placement raised: $2.62m · Cash on hand (30 Jun 2026): $4.2m · JCVEP JORC Resource: 2,870Mt @ 0.31% V2O5 · Idaho projects: Big It (W, Sb, Au) + Vaught-Peck Columbite (F, Nb, Ta, REE) (confidence: medium)
• SPD — Quarterly Activities/Appendix 5B Cash Flow Report · SPD · link
  • 💰 Chrome recovery improvement: 30% → 85.6% · PGM recovery improvement: 85.3% → 87.6% · Chrome concentrate production: ~350k → ~1.05M tpa · PGM concentrate grade upside: >4x vs PFS (confidence: high)
• SHE — Quarterly Activities and Cashflow Report · SHE · link
  • 💰 Q2 2026 Revenue (Canada+US): A$1.80m · Cash on hand (30 June 2026): A$3.43m · Canadian production: 439 BOED · US production: 123 BOED (confidence: medium)
• DM1 — Quarterly Activities/Appendix 5B Cash Flow Report · DM1 · link
• DEV — Quarterly Activities and Cashflow Report - June 2026 · DEV · link
• LOT — Dispatch of Retail Entitlement Offer Letters and Offer Opens · LOT · link
• AAU — Quarterly Activities/Appendix 5B Cash Flow Report · AAU · link
• KTA — Quarterly Activities/Appendix 5B Cash Flow Report · KTA · link
• ACW — June 2026 Quarterly activity report & Appendix 4C · ACW · link
• MSB — Quarterly Activities/Appendix 4C Cash Flow Report · MSB · link
• SHN — Appendix 5B Cash Flow Report · SHN · link
• SHN — Quarterly Activities Report · SHN · link
• LAC — Quarterly Activities/Appendix 5B Cash Flow Report · LAC · link
• ILA — Quarterly Appendix 4C and Activities Report · ILA · link
• MML — Drilling Confirms Broad Consistent Mineralisation at McLaren · MML · link
• ASN — Quarterly Activities and Cashflow Report · ASN · link
• SNM — Quarterly Activities/Appendix 5B Cash Flow Report · SNM · link
• ALR — ALR June 2026 Quarterly Activities Report & Appendix 5B · ALR · link
• AR1 — Second Copper-gold Lode Identified at Snow Queen · AR1 · link
• ODE — Quarterly Activities/Appendix 5B Cash Flow Report · ODE · link
• AIS — GROUP MINERAL RESOURCE AND ORE RESERVE STATEMENT · AIS · link
• NVX — Quarterly Activities/Appendix 4C Cash Flow Report · NVX · link
• GRR — Potential Non-Cash Impairment of Carrying Value of Assets · GRR · link
• BC8 — Quarterly Activities Report · BC8 · link
• CUV — Commercial update on vitiligo · CUV · link
• CPO — Quarterly Cashflow Report · CPO · link
• CPO — Quarterly Activities Report · CPO · link
• BUX — Quarterly Activities Report & Appendix 5B · BUX · link
• MTM — Quarterly Activities/Appendix 5B Cash Flow Report · MTM · link
• VPR — Q2 FY26 Quarterly Activities Report · VPR · link
• IMI — Appendix 5B Quarter Ended 30 June 2026 · IMI · link
• IMI — Quarterly Activities Report period ended 30 June 2026 · IMI · link
• TM1 — June 2026 Quarterly Report · TM1 · link
• WA1 — June 2026 Quarterly Activities and Cash Flow Report · WA1 · link
• LSR — High Grade Results at Central Park Advance Ned's Creek Gold · LSR · link
• LRD — Quarterly Activities/Appendix 5B Cash Flow Report · LRD · link
• ATV — ATV Quarterly Activities Report and Appendix 4C Jun-26 · ATV · link
• PLS — June Quarter FY26 Activities Presentation · PLS · link
• PLS — June 2026 Quarterly Activities Report · PLS · link

⏭️ Non-sensitive announcements (watchlist)

15 announcement(s) across 13 ticker(s): AR1, AR3, ARR, ASN, BC8, BUS, HLS, HVY, LML, OD6, SHN, TLG, TM1