📊 10 Aug 2026 (Mon) — Daily Brief

Generated 2026-08-10 09:59 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 31 watchlist match(es) · 20 price-sensitive

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

• ALR — Diamond Drilling Underway at North Peters · ALR · link
  • 💰 Phase I diamond drilling: 5,600m at North Peters · Phase I RC drilling: 2,000m at North Peters + 15,000m at South Oko · Historic high-grade intercepts (North Peters): 85m @ 4.81 g/t Au, 89m @ 2.40 g/t Au (incl. 24m @ 7.17 g/t) · Strike extent tested: ~650m (North Peters), with regional thrust structure extending 3.5–4.5 km untested (confidence: medium)
• SPD — Mining Right Granted for SPD Bengwenyama PGM-Chrome Project · SPD · link
  • 💰 Mining Right tenure: 30 years (renewable) · Project area: 5,280 ha · Stage 2 PGM production: >400 koz/annum · Stage 2 chrome concentrate: 1 million tonnes/annum (confidence: high)
• MRD — Trading Halt · MRD · link
  • 💰 Market cap: $33m · Cash at hand: $1,886.0m · Pre-halt 20d move: +9% · Free float: 77% (confidence: low)
• LIN — LIN acquires additional 49% JV for 100% of SARECO MREC · LIN · link
  • 💰 Acquisition price: US$20m for 100% SARECO · Ownership increase: 51% → 100% (additional 49%) · NdPr recovery: 96% from Kangankunde concentrate to MREC · MREC production target: Q4 2026 (confidence: high)
• LIN — Reinstatement to Quotation · LIN · link
  • 💰 Market cap: $1,289m · Cash on hand: $107.9m · 20d price change: -14% · 5d price change: -11% (confidence: low)
• EXR — Trading Halt · EXR · link
  • 💰 Market cap: $93m · Cash at hand: $8.4m · 20d price decline: -62% · 5d price decline: -33% (confidence: medium)
• LIN — LIN and Govt clarification re inaccurate media comments · LIN · link
  • 💰 Mining Licence MML0290/22: valid and in good standing · Q4 2026 FID target: first production · TREO grade (monazite concentrate): 55% with no deleterious elements · Cash at hand: $107.9m (confidence: medium)
• MGU — Trading Halt · MGU · link
  • 💰 Market cap: $29m · Cash at hand: $3.7m · 20d pre-halt run-up: +38% · 5d pre-halt run-up: +20% (confidence: low)
• SNM — Maiden Columbia drill-hole returns 46.8m at 5.5 g/t gold · SNM · link
  • 💰 Maiden intercept: 46.8m @ 5.5 g/t Au · High-grade core: 13.5m @ 16.6 g/t Au · Secondary interval: 21.4m @ 11.1 g/t Au · Fresh rock gold: confirmed to 218m depth (confidence: high)
• AAJ — Trading Halt · AAJ · link
  • 💰 Market cap: $5m · Cash at hand: $0.8m · Shares on issue: 733.8m · 20-day price movement: -22% (confidence: medium)
• ILT — Drilling intercepts sulphide mineralisation at Union Jack · ILT · link
  • 💰 UJRC0001 sulphides: 3m @ up to 15% (113–116m) · UJRC0002 sulphides: 9m @ up to 35% (165–174m) · UJRC0003 sulphides: 13m @ up to 25% (6–19m) · Mineralization span: 1,230m across three holes (confidence: medium)
• LRV — Hammer Metals Acquisition Update · LRV · link
  • 💰 Break fee payable to LRV: A$0.55m · Hillgrove steady-state production: ~4,900 tonnes Sb + >40,000 oz Au annually · Hillgrove mine life: 7 years · Market cap: $673m (confidence: high)
• G50 — Becoming a substantial holder · G50 · link
  • 💰 Market cap: $122m · Free float: 32% (confidence: low)
• DRO — RfRecon Launch - Flagship Next-Generation Solution · DRO · link
  • 💰 Product: RfRecon (portable RF intelligence solution) · Architecture: Ultra-wideband spectrum awareness + direction finding + RfAI-3 signal intelligence · Revenue timing: Potential orders & revenue contribution 2H 2026 · Market cap: $2,015m (confidence: medium)
• GA8 — GoldArc Secures MDCP Approval - Clearing Path to Development · GA8 · link
  • 💰 Mt Stirling Resource: 152,000 oz @ 1.7 g/t Au · Total JORC Resources: 200,014 oz @ 1.82 g/t Au · Grade Control Drilling: 34,000m completed (BML-funded) · Cash on Hand: $4.2m (confidence: high)
• DRE — Significant Bedrock Anomalism at Black Oak and CRA Homestead · DRE · link
• GAL — PGM Target Zones Defined and New Gold Prospect at Norseman · GAL · link
  • 💰 PGM_Zone_A_strike: 1.4 km · PGM_Zone_B_strike: 2 km · best_PGM_intercept: 36 m @ 0.31 g/t 3E (inc. 4 m @ 0.50 g/t) · Callisto_South_gold: 4 m @ 1.2 g/t Au (confidence: medium)
• WC1 — Scandium Pathway Being Fast Tracked · WC1 · link
  • 💰 Scandium Resource (Inferred): 15 Mt @ 153 ppm Sc2O3 · Best scandium intercepts: 649 ppm Sc2O3 over 3m · Scandium extraction (atmospheric leach): up to 39–81% · Drilling planned: Q4 2026, 100m×50m aircore pattern (confidence: medium)
• CPN — Regional Discovery Opportunities Support Kelpie Growth · CPN · link
  • 💰 Moss Prospect (Kelpie analogue): New soil anomaly 500m N of Kelpie; 2 RC holes planned · Ardlethan East (breccia): 4m @ 0.49% Sn from 8m (BRC042); 700m from historic mine · Ardlethan South (greisen): 1000m strike of anomalous granite contact; nearest hole 400m away, 3m @ 0.56% Cu & 20.3 g/t Ag · Kelpie extension: 20m @ 2.11% Sn and 20m @ 1.79% Sn (incl. 3m @ 9.32% Sn); resource update scheduled September (confidence: medium)
• MTM — Ceasing to be a substantial holder · MTM · link
  • 💰 Goldman Sachs exit: Ceased substantial holder status · Net trading activity (2 Nov - 13 Feb): ~1.4m shares net bought by GAUS, then sold down · Market cap: $210m · Cash position: $64.1m (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

11 announcement(s) across 8 ticker(s): ACW, AVH, BUX, CBE, CPO, IMU, MEM, QEM