📊 3 Aug 2026 (Mon) — Daily Brief

Generated 2026-08-03 10:37 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 31 watchlist match(es) · 22 price-sensitive

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

• CDR — Reinstatement to Quotation · CDR · link
  • 💰 Market cap: $5m · Cash on hand: $0.2m · 20d pre-announcement run-up: +30% · Free float: 87% (confidence: low)
• CDR — Codrus Acquires New Assets · CDR · link
  • 💰 Copperhole Creek best intercept: 12m @ 3.27% Cu, 0.66% Zn, 51 g/t Ag, 0.26% Sn · Shares issued (acquisition): 230 million · Performance rights issued: 60 million · Placement raising: A$2.5m @ A$0.025/share (confidence: high)
• AR1 — Binding Proposal to Acquire Hammer Metals · AR1 · link
  • 💰 Offer value: A$0.087/HMX share (1.2903 AR1 + A$0.007 SpinCo) · Premium to Larvotto: 29.9% · Premium to HMX pre-announcement: 59.6% · Kalman resource: 39.2Mt @ 1.1% CuEq (confidence: high)
• AIS — FY27 Guidance - Investing in next phase growth · AIS · link
  • 💰 FY27 Copper production guidance: 22–27 kt (FY26: 23 kt) · FY27 Gold production guidance: 42–51 koz (FY26: 49 koz) · FY27 Growth capex: $170–210m (FY26: $102m) · FY27 Exploration spend: $29–35m (FY26: $17m) (confidence: high)
• QEM — QEM to Proceed with Acquisition · QEM · link
  • 💰 Acquisition value: $2.645m placement · Cash position: $4.2m · Projects acquired: Big It (tungsten, antimony, gold) + Vaught-Peck Columbite (fluorspar, niobium, tantalum, REE) · Big It historical grade: 67–75% WO₃ concentrate (confidence: medium)
• SHN — RC Drilling Commenced at Sybil Epithermal Gold Project · SHN · link
  • 💰 RC program size: 72 holes, 4,528m planned · Best prior intercept (A-Vein): 4.4m @ 57.51g/t Au · Francis Creek East rock chips: up to 28.1g/t Au · Blue Range rock chips: up to 20.4g/t Au (confidence: medium)
• MTM — Trading Halt · MTM · link
  • 💰 Market cap: $214m · Cash on hand: $64.1m · 20-day price action: -32% · 5-day price action: -18% (confidence: low)
• LKE — EIA Public Consultation Stage · LKE · link
  • 💰 EIA consultation period: 3–31 August 2026 · DIA decision target: 30 September 2026 · Process stage: Final administrative phase pre-approval · Technology: Direct Lithium Extraction with >95% brine reinjection (confidence: medium)
• ASN — Anson Wins Bid for FFSL Mineral Rights at Green River · ASN · link
  • 💰 New tenure area: 1,175 acres (4.76 km²) · Project area increase: 5.4% · Exploration Target (brine): 59–71 million tonnes · Lithium grade (ppm): 100–130 ppm Li (confidence: high)
• NPM — Change in substantial holding · NPM · link
  • 💰 Substantial holder voting power: 10.74% (down from 12.35%) · Shares held: 40,661,479 · Reason for change: Dilution · Market cap: $5m (confidence: high)
• GCM — Customer Testing Demonstrates VHD Cooling Advantage · GCM · link
  • 💰 VHD vs aluminium thermal benefit (25W): 3.1°C lower LED temperature · VHD vs aluminium thermal benefit (40W): 3.3°C lower LED temperature · VHD LED-to-sink differential (25W): 1.2°C vs 3.5°C aluminium · VHD LED-to-sink differential (40W): 2.0°C vs 7.8°C aluminium (confidence: medium)
• AR1 — HMX: Receipt of a Superior Proposal from Austral Resources · AR1 · link
  • 💰 Austral offer price: $0.087/share · Offer premium to last close: 31.6% · Offer premium to Larvotto: 50.8% · Hammer valuation: $80.7m (confidence: high)
• REE — REE Mobilises Field Crews Ahead of Maiden Khaleesi Drilling · REE · link
  • 💰 Maiden drilling program: 3,500m RC · Drilling commencement: mid-August 2026 · Priority targets: 5 (Niobe gallium/carbonatites, Rim, Nb, Mag) · Niobe gallium surface area: 5km × 3km (confidence: medium)
• ATT — Exploration and Corporate Update August 2026 · ATT · link
  • 💰 Cash on hand: $1.1m · Market cap: $4m · RC assays expected: End of August 2026 · Diamond core assays expected: September 2026 (confidence: medium)
• DYM — Divestment of Gold Assets for up to $3.5 Million plu royalty · DYM · link
  • 💰 Upfront cash consideration: $500,000 · Upfront equity consideration: $1.0 million in CZN shares · Total potential deal value: $3.5 million plus 1.5% NSR royalty · Deferred milestones: $2.0 million on gold MRE thresholds (150k & 300k oz @ 0.5g/t+) (confidence: high)
• MNE — Maiden Prospective Resource Estimate - Aberfeldy Prospect · MNE · link
  • 💰 Aberfeldy Mean Prospective Resource (Oil scenario): 52.6 MMbbl oil + 54 PJ gas · Aberfeldy Mean Prospective Resource (Gas scenario): 26.2 MMbbl oil + 142 PJ gas · Chance of geological discovery (Pg): 25% · Chance of development (Pd): 55% (confidence: medium)
• PR1 — Fmr Chief Royal Australian Navy Appointed PR1 Advisory Board · PR1 · link
  • 💰 Advisory Board Member: Vice Admiral Michael Noonan AO (Ret), former Chief RAN · Appointment Term: 12 months · Strategic Focus: Defence Materials Platform, Garnet Hills abrasives, TEMPERON™ thermal management · Network Alignment: AUKUS Pillar II, ASCA, DSTG, ADF, Five Eyes (confidence: medium)
• SLS — Multiple Wide Cu Intercepts Continue to Grow Nanadie · SLS · link
  • 💰 Cu intercepts: 51m @ 1.03%, 97m @ 0.57%, 30m @ 1.15%, 35m @ 0.87% · Strike length: ~1.2 km · Current MRE: 40.4Mt @ 162kt Cu, 130koz Au · Pending assays: 40+ RC and diamond holes (confidence: high)
• TOR — New High Grade Zones confirm Strong Growth Potential · TOR · link
  • 💰 Observation intercept: 2.7m @ 5.20 g/t Au (peak 29.97 g/t Au) · HHH intercept: 1.0m @ 20.90 g/t Au (peak 33.76 g/t Au) · Observation MRE: 25 koz Au at 3.8 g/t · Paris MRE: 253 koz Au at 3.8 g/t (confidence: high)
• EXR — Regionally impactful flow testing at Lorelle-3H · EXR · link
  • 💰 Peak flow rate: 10.4 mmscfd (~13 TJd) + 10 bbls/d condensate · Stable 12h average: 2.35 mmscfd (3 TJd) + 6 bbls/d · Gas composition: 1% CO₂, ~10% ethane, ~4% propane; 1.21 TJ/mmscf conversion · Condensate API: 47.8° (confidence: high)
• DYM — CZN: Tenure acquisition to expand Chalice · DYM · link
• TMX — Investor Presentation Diggers & Dealers Kalgoorlie · TMX · link

⏭️ Non-sensitive announcements (watchlist)

9 announcement(s) across 7 ticker(s): 14D, BC8, CDR, CXO, LTR, NXM, PEN