📊 6 Aug 2026 (Thu) — Daily Brief

Generated 2026-08-06 19:41 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 34 watchlist match(es) · 17 price-sensitive

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• CU6 — Ceasing to be a substantial holder · CU6 · link
  • 💰 shares_released: 1,370,745 ordinary shares · holder: State Street Bank and Trust Company (and subsidiaries) · cessation_date: 04-Aug-2026 · nature_of_change: Collateral received (securities loan termination) (confidence: medium)
• LOT — Becoming a substantial holder from MQG · LOT · link
  • 💰 MQG voting power: 6.56% · Total securities held: 28,142,008 · Date became SH: 3 August 2026 · LOT market cap: $101m (confidence: high)
• LOT — Change in substantial holding · LOT · link
  • 💰 Previous voting power: 8.65% · Present voting power: 6.93% · Total shares held (Citi group): 29.73m · Net change in relevant interest: -1.98m shares (CGMA) (confidence: high)
• SPD — Trading Halt · SPD · link
  • 💰 Market cap: $234m · Cash on hand: $23.9m · 20d run-up: +48% · 5d run-up: +13% (confidence: medium)
• SPD — Pause in Trading · SPD · link
  • 💰 Market cap: $234m · Cash position: $23.9m · 20-day run-up: +48% · 5-day run-up: +13% (confidence: low)
• CU6 — Bioshares Biotech Summit Presentation · CU6 · link
  • 💰 Event: Bioshares Biotech Summit presentation · Lead program: SAR-bisPSMA (investigational) · Regulatory status: Pre-clinical/investigational; not FDA/TGA approved · 5-day run-up: +29% (confidence: low)
• EVR — EVR Secures First Five-Year Binding Ore Supply Agreement · EVR · link
  • 💰 Binding Supply Term: 5 years + auto-renewal · Antimony Recovery (Chinantla): 81.1% · Sb Concentrate Grade: 42.4% · Distance to Plant: ~8 km (confidence: medium)
• MRD — Grass Patch Rare Earths Confirmed to be Hosted in Phosphates · MRD · link
  • 💰 REE phosphate minerals identified: 3 types (xenotime, crandallite, monazite/rhabdophane) · Primary host mineral: Xenotime (heavy rare earths focus) · Beneficiation pathway: Flotation concentration pre-leaching (confidence: medium)
• AT4 — Ramp Up & Expansion Planning Begins for Del Sol & White Spar · AT4 · link
  • 💰 Del Sol permitted capacity: 18,500 short tons feed/year (current) · Planned expansion target: ~100,000 short tons feed/year · Restart timeline: September 2026 quarter · Site area available for development: ~10 acres (4 hectares) (confidence: medium)
• AVW — Maiden Drilling Confirms High-Grade Gold at Mt Cattlin · AVW · link
  • 💰 Plantagenet best intercept: 8 m at 2.77 g/t Au (incl. 2 m at 9.68 g/t Au) · Maori Queen best intercept: 4 m at 3.86 g/t Au (incl. 1 m at 13.75 g/t Au) · Holes assayed: 13 of 19 · Strike length confirmed: 180 m at Plantagenet (confidence: high)
• EMT — Mineral Range Tungsten Project, Drilling Program Update · EMT · link
  • 💰 Drill holes planned: 17 · Depth range: 50–200 m · Project area: 2,072 acres (~838 ha) · Strike length: ~12 km (confidence: medium)
• GA8 — GA8: Regener8 to Divest Kookynie Gold Project to GA8 · GA8 · link
  • 💰 Consideration (upfront): $1.5m in GA8 shares @ $0.07/sh · Contingent consideration: $1.0m (2 tranches, 100k & 250k oz @ >1.5 g/t Au) · Total deal value: $2.5m · GA8 cash position: $4.2m (confidence: high)
• ITM — Outstanding Gold Intercepts at Reynolds Range · ITM · link
  • 💰 Best intercept (SBRC26-001): 36m @ 5.60 g/t Au and 1.2% Sb · High-grade core: 8m @ 13.41 g/t Au and 1.9% Sb · Project size: 791 km² (100% gold-antimony rights) · Cash on hand: $4.0m (confidence: high)
• NWM — Results of Entitlement Offer · NWM · link
  • 💰 Gross proceeds: $1.89m · Underwritten amount: $1.259m · Shortfall take-up: $1.148m · Entitlements subscribed: 101.5m shares (confidence: high)
• NME — Kookynie Tailings results demonstrate gold recovery pathway · NME · link
  • 💰 Gold recovery improvement: 52% → 71% (+19 pp) · Head grade (Au): 0.94–0.96 g/t · Tungsten head grade: 0.063% WO₃ · Processing route: Carbon-in-leach + light grind (P80 106 µm) (confidence: high)
• GA8 — GoldArc to Consolidate Leonora South Gold Corridor · GA8 · link
  • 💰 Upfront consideration: A$1.5m in GA8 shares at $0.07/share · Contingent consideration: A$1.0m total (two A$0.5m tranches at 100koz & 250koz thresholds) · Orion MRE: 26,409 oz Au · Sapphire MRE: 21,605 oz Au (confidence: high)
• PNT — Multiple Nickel-Copper Targets Defined at Red Flag · PNT · link
  • 💰 Targets defined: 8 (RF1, RF5, RF8 ranked high) · Survey type: UAV airborne magnetic · Project: Red Flag Nickel, 100%-owned, 25km W Laverton WA · Target mineralisation: Magmatic Ni–Cu (±PGE), Windarra/Woodline-style (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

17 announcement(s) across 15 ticker(s): 14D, ACW, AVH, CBA, CBE, CPO, EDE, G50, GA8, GBR, HLS, LYC, NWM, PLS, WC8