morning brief · 2026-07-31← 2026-07-302026-08-03 →letter

📊 31 Jul 2026 (Fri) — Daily Brief

Generated 2026-07-31 11:45 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 45 watchlist match(es) · 39 price-sensitive

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

  • RAP — Quarterly Activities/Appendix 5B Cash Flow Report · RAP · link
    • 💰 Chester maiden drilling: 19 holes, 2,126m completed · Copper intercepts (best): 25.05m @ 2.06% CuEq, 11.75m @ 1.71% Cu · Mineralized strike length: >2.5 km (Central + East Zones) · Cash position (30 Jun 2026): $1.425M (confidence: high)
  • DTR — Continuation of Suspension from Quotation · DTR · link
    • 💰 suspension_status: Continued under Listing Rule 17.3.1 · suspension_date: 29 July 2026 · market_cap: $504m (confidence: medium)
  • MML — Quarterly Activities/Appendix 5B Cash Flow Report · MML · link
    • 💰 Drilling completed: 663 holes, 11,568m (100% of planned collars) · Heavy mineral grades: 55% of intersections >4% HM; bonanza up to 34.6% HM · Capital raise: A$1.65m via Share Purchase Plan · Cash on hand: A$2.625m (confidence: high)
  • 4DX — Quarterly Activity Report and Appendix 4C · 4DX · link
    • 💰 FY26 operating revenue: $7.2m (+23% YoY) · Global SaaS deployment sites: 540 (+39% YoY) · Q4 FY26 scan volume: 105,970 scans (+43% YoY) · Cash balance (30 June 2026): $278m (confidence: high)
  • ARR — Quarterly Activities/Appendix 5B Cash Flow Report · ARR · link
    • 💰 FS drilling program: 3,050 m HQ core across 19 holes; 1,045 samples for assay · Pilot plant stages: 3-stage pathway: milling → mineral separation → oxide refining · Halleck Creek land package: 8,108 acres · Leadership additions: CDO (Conover), Director Projects & Engineering (Cable), NED (Gili post-regulatory approval) (confidence: medium)
  • 14D — Quarterly Activities/Appendix 4C Cash Flow Report · 14D · link
    • 💰 Funding raised: $8.45M at $0.10/share · In-the-money options on issue: 276M (potential $13.8M if exercised) · SiNTL capacity achieved: 550–600 mAh/g (vs 372 mAh/g graphite) · Data centre HoA: 1 GW staged AI infrastructure at Aurora (confidence: medium)
  • SGQ — Quarterly Activities and Cashflow Report · SGQ · link
    • 💰 TREO concentrate grade: 15.7% · Nb₂O₅ recovery: 50.9% · Capital raise completed: A$60m · Cash on hand: ~A$98m (confidence: high)
  • AR1 — Austral June 2026 Quarterly Report · AR1 · link
    • 💰 Copper cathode production Q2 2026: 1,796 tonnes · Cash from copper sales: $31.0m · Cash at bank (end Q2): $71.6m · Snow Queen drillhole 26SQRC001: 10m @ 7.52% Cu, 9.28g/t Ag, 0.25g/t Au (confidence: high)
  • CNJ — Quarterly Activities/Appendix 5B Cash Flow Report · CNJ · link
    • 💰 Kai Project area: 862 km² · Lilloise Project area: 390 km² · Total Greenland landholding: ~6,460 km² · Mt Thirsty scandium intercepts: 40.9 g/t Sc (MTRC011DA, 15m) (confidence: medium)
  • NVQ — Quarterly Activities Report and Appendix 4C · NVQ · link
    • 💰 Biochar Carbon Removal Credits (estimated lifetime): 550,000 credits · Feedstock conversion: 2M tonnes woody waste → biochar · Offtake commitment (MOU): ≥70% of lifetime credits · Q2 2026 operating cash outflow: A$704k (confidence: medium)
  • AR9 — Quarterly Activities/Appendix 4C Cash Flow Report · AR9 · link
    • 💰 ARR: $14.8M (+209% YoY) · Q4 Revenue: $3.5M (+92% YoY) · Gross Margin: 74% · Contracted Sales FY26: $14.1M (+65% YoY) (confidence: high)
  • AGY — Quarterly Activities/Appendix 5B Cash Flow Report · AGY · link
    • 💰 Rincon Project Stage: 12ktpa Stage 1a DFS engineering phase · LiCl Purity (testwork): 99% · Li Yield (testwork): 94.4% · JV Interest: 77.5% (earning to 90%) (confidence: medium)
  • EDE — Quarterly Activities/Appendix 4C Cash Flow Report · EDE · link
    • 💰 Cash at bank (30 Jun 2026): $5.2m · Recent placement: $4.05m at $0.18/share · EdenCrete installations growth: 33 RMC plants (Q1 FY27) vs 3 in FY24 · OptiBlend quotations (FY26): $2.90m across 45 quotes (confidence: medium)
  • GMN — Quarterly Activities/Appendix 5B Cash Flow Report · GMN · link
    • 💰 Irajuba best intercept: 29m @ 3,964 ppm TREO (inc. 17m @ 6,151 ppm) · MREO proportion: >40% of TREO in length-weighted intersections >400 ppm · Capivara IAC extraction: up to 65.9% TREY-Ce, 63.6% MREO via ammonium sulphate · Down Under Project area: 2,512 km² in northeastern Brazil (confidence: medium)
  • MGU — Quarterly Activities/Appendix 5B Cash Flow Report · MGU · link
    • 💰 Piracanjuba auger drilling: 10,000m programme underway; 122 holes with 100% anomalous TREO · TREO grades: up to 3,971 ppm (0.4%); MREO up to 1,360 ppm · Desorption recovery: up to 75% TREO, 94% MREO · Geophysical footprint expansion: 116 km² at Piracanjuba North (from 85 km²) (confidence: medium)
  • GL1 — Quarterly Activities/Appendix 5B Cash Flow Report · GL1 · link
    • 💰 Equity placement: A$7.32m at A$0.529/share · Offtake prepayment facility: US$75m from Lopal · Offtake volume: 40% of Manna production, 10-year term · Floor price (Y1-3): US$1,000/tonne spodumene (confidence: high)
  • EVR — Quarterly Activities and Cash Flow Report · EVR · link
    • 💰 Tecomatlán grinding circuit: 3 ball mills refurbished & dry commissioned · First antimony concentrate production target: 2H CY2026 · Los Lirios Exploration Target: 1.8–5.0 Mt @ 70–166 kt contained Sb · Shallow antimony intercepts: 3.05 m @ 2.10% Sb from 8.1 m depth (confidence: medium)
  • CUF — Quarterly Activities and Cashflow Report · CUF · link
    • 💰 Strategic placement (Pan African Resources): $15.3m at $0.05/share · Orlando Project NPV (scoping study): $705m (CuFe 55% share) · Combined Gecko + Orlando resource: 23.5Mt @ 1.7% Cu, 0.7 g/t Au · Gecko Indicated Resources uplift: 4% to 66% (confidence: high)
  • ZMI — June 2026 Quarterly Report · ZMI · link
    • 💰 Capital raised: A$5.5m · Meclex acquisition: 100% stake in ARGO & VOLTA technologies · ARGO testwork timeline: 12-month program to pilot phase by June 2027 · VOLTA demo plant: Targeted Q4 2026 commissioning (confidence: high)
  • AON — June 2026 Quarterly Report · AON · link
    • 💰 Salau historical production: 930,000 tonnes @ 1.5% WO₃ · Surface gold samples: up to 24.5 g/t Au · Surface tungsten samples: up to 8.25% WO₃ · Cash at quarter end: $7.7 million (confidence: medium)
  • AW1 — Quarterly Activities and Cashflow Report · AW1 · link
  • IMU — Quarterly Activities/Appendix 4C Cash Flow Report · IMU · link
  • PNN — EXCEPTIONAL HIGH-GRADE RESULTS FROM MAIDEN DRILLING AT MDF · PNN · link
  • WBT — Quarterly Activities/Appendix 4C Cash Flow Report · WBT · link
  • ASN — Green River Advances with Successful Downstream Test Work · ASN · link
  • RIE — Quarterly activities and Appendix 5B cashflow report · RIE · link
  • GTI — Quarterly Activities/Appendix 4C Cash Flow Report · GTI · link
  • NC6 — Quarterly Activities/Appendix 4C Cash Flow Report · NC6 · link
  • FMG — June 2026 Quarterly Production Report · FMG · link
  • RCM — Quarterly Activities/Appendix 5B Cash Flow Report · RCM · link
  • DYM — Quarterly Activities/Appendix 5B Cash Flow Report · DYM · link
  • NXM — Quarterly Activities/Appendix 5B Cash Flow Report · NXM · link
  • OM1 — Quarterly Activities/Appendix 5B Cash Flow Report · OM1 · link
  • EXR — Q4FY26 Quarterly Report and Appendix 5B · EXR · link
  • ARU — Quarterly Activities Report and Appendix 5B · ARU · link
  • GBR — Quarterly Activities/Appendix 5B Cash Flow Report · GBR · link
  • SGA — Quarterly Activities/Appendix 5B Cash Flow Report · SGA · link
  • FDR — Quarterly Activities/Appendix 5B Cash Flow Report · FDR · link
  • GDM — Quarterly Activities and Cashflow Reports · GDM · link

⏭️ Non-sensitive announcements (watchlist)

6 announcement(s) across 5 ticker(s): AR9, CBE, LOT, OD6, WC1