📊 4 Aug 2026 (Tue) — Daily Brief

Generated 2026-08-04 20:21 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 45 watchlist match(es) · 15 price-sensitive

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LIN — Ceasing to be a substantial holder · LIN · link
- 💰 Substantial holder: UBS Group AG ceased 31-Jul-26 · Net trading activity 30-Jul to 31-Jul: ~5.5m shares bought, ~7.9m shares sold (mixed positions) · Market cap: $1,433m · Cash on hand: $107.9m (confidence: high)
CXO — Receipt of Tranche 2 Convertible Note Funds · CXO · link
- 💰 Tranche 2 proceeds: US$44m (A$62m) · Total convertible facility: US$70m · Total funding package: A$120m equity + US$70m convertibles + US$50m debt · Cash on hand post-receipt: ~A$244m (confidence: high)
CBA — Ceasing to be a substantial holder for AFG · CBA · link
- 💰 cessation_date: 31 July 2026 · notice_date: 4 August 2026 · target: Australian Finance Group Ltd (AFG) (confidence: high)
WBT — Change in substantial holding · WBT · link
- 💰 Market cap: $1,053m · Cash on hand: $167.4m · 20-day share price move: -42% · 5-day share price move: -19% (confidence: low)
MGU — Change in substantial holding · MGU · link
- 💰 Previous holding: 190.0M shares (5.95%) · Current holding: 244.45M shares (7.61%) · Shares acquired: 54.45M shares · Total consideration: $418,085 (confidence: high)
ALM — First Assays from 2026 Infill Drilling at Briggs · ALM · link
- 💰 Cu grade (hole average): 0.15–0.17% · Cu grade (selected intervals): 0.22–0.25% · Holes completed: 3 of 80 planned (infill to PFS) · 2026 infill drilling metres: ~12,500m target by EOY (confidence: high)
MTM — First Commercial FJH Technology Services Agreement · MTM · link
- 💰 Phase-1 cash consideration: US$1.4m (~A$2.0m) over 12 months · Upfront payment: US$500k · Quarterly fees: US$225k × 4 · Equity component: 20m ECT options @ A$0.18 (12-month expiry) (confidence: high)
LML — Drilling confirms mineralised system at Minbrie, SA · LML · link
- 💰 AC drilling metres: 1632m across 25 holes · Eagle Ridge intercept (MBAC022): 6m @ 0.26% Pb, 0.22% Zn from 90m · Historic discovery hole (BUDD192): 29.5m @ 0.8% Cu, 7.5% Pb, 1.9% Zn, 9g/t Ag · Untested strike at Eagle Ridge: ~1.7km (confidence: medium)
OD6 — OD6 COMPLETES ACQUISITION OF HIGH-GRADE QUINN PROJECT · OD6 · link
- 💰 acquisition_consideration: A$200,000 (A$100,000 cash + A$100,000 shares) · claim_position: 226 mining claims (~1,890 hectares) · mineralised_corridor: 8km confirmed · fluorspar_purity: >97% CaF₂ (Acidspar potential) (confidence: high)
IOV — Operating runway extended · IOV · link
- 💰 Capital raised (options): $612,498 · Operating runway extension: 6 months to Dec-2027 · Shares on issue: 133.6m · Board/mgmt ownership (fully diluted): ~35% (confidence: high)
VFY — FY26 Appendix 4G · VFY · link
- 💰 Market cap: $281m · Cash on hand: $26.1m · FY26 period ended: 30 June 2026 (confidence: low)
VFY — FY26 Full Year Results Presentation · VFY · link
- 💰 Market cap: $281m · Cash on hand: $26.1m · 20-day pre-announcement run-up: +21% · 5-day pre-announcement run-up: +16% (confidence: low)
GL1 — Manna Lithium Project MDCP now approved · GL1 · link
- 💰 Manna Mineral Resource: 51.6 Mt @ 1.0% Li2O · Manna Ore Reserve: 19.4 Mt @ 0.91% Li2O · Mine Life: 14+ years · FID Target: Q4 2026 (confidence: high)
LOT — Change in substantial holding · LOT · link
- 💰 JPMorgan voting power: 8.24% (down from 9.25%) · Shares held: 22.53m ordinary shares · Change in holding: -2.75m shares (-1.01%) · Market cap: $103m (confidence: high)
DRO — Change in substantial holding · DRO · link
- 💰 JPMorgan voting power: 6.68% (up from 5.15%) · Shares acquired: 14,145,356 ordinary shares · Securities on loan: 38.2M shares · Announcement date: 30 July 2026 (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

30 announcement(s) across 20 ticker(s): AR3, ARR, ASN, ATV, CBA, CXO, EDE, GT1, LML, MGU, MML, MTM, OD6, QEM, RAP, SLS, SNX, TLG, VFY, WC8