📊 11 Aug 2026 (Tue) — Daily Brief

Generated 2026-08-11 20:21 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 40 watchlist match(es) · 20 price-sensitive

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• SPL — Becoming a substantial holder · SPL · link
  • 💰 UBS Group AG voting power: 8.58% · Ordinary shares held: 36,125,882 · Prime brokerage component: 32,952,184 shares · Beneficial ownership (UBS Securities Australia): 2,818,203 shares (confidence: high)
• CTO — Proposed Placement and Repayment of Secured Loan Facility · CTO · link
  • 💰 Placement size: A$4.5m · Issue price: A$0.01/share · Shares issued: 450m · Loan repayment: A$2.0m (confidence: high)
• CTO — Trading Halt · CTO · link
  • 💰 Market cap: $36m · 20-day pre-halt run-up: +15% · 5-day pre-halt run-up: +50% · Volume spike: 2.4× average (confidence: medium)
• SER — Change in substantial holding · SER · link
  • 💰 Market cap: $10m · Free float: 54% · Cash on hand: $1.8m · 5d price move: +13% (confidence: low)
• CTO — Pause in Trading · CTO · link
  • 💰 Market cap: $36m · 5-day price move: +50% · 20-day price move: +15% · Volume spike: 2.4× average (confidence: low)
• G50 — Becoming a substantial holder · G50 · link
  • 💰 Market cap: $125m · Free float: 32% · 20-day return: -9% · 5-day return: -10% (confidence: low)
• MGU — PIRACANJUBA NORTH MAIDEN EXPLORATION TARGET · MGU · link
  • 💰 Exploration Target: 700–1,200 Mt @ 500–650 ppm TREO · Drill area covered: 44 km² (38% of 116 km² geophysical footprint) · Drilling completed: 6,200 m of 10,000 m (62%) · Holes assayed pending: ~300 (confidence: medium)
• AR1 — HMX: Austral Resources to Acquire Hammer Metals · AR1 · link
  • 💰 Transaction value: $80.7m (~47% of Austral market cap) · Consideration per HMX share: $0.087 (29.4% premium to Larvotto) · Austral shares issued: 1.2903 per HMX share · Post-deal HMX ownership of Austral: ~31.1% (confidence: high)
• AR1 — Scheme Implementation Deed Executed to Acquire Hammer Metals · AR1 · link
  • 💰 Hammer equity value: A$80.7m · Consideration per HMX share: A$0.087 (A$0.100 at AR1 closing price 7-Aug) · Kalman deposit: 39.2Mt at 1.1% CuEq · HMX shareholders post-deal ownership: ~31.1% of enlarged AR1 (confidence: high)
• SPL — Successful Completion of $32 million Entitlement Offer · SPL · link
  • 💰 Capital raised: $32 million · Take-up rate: 99% · New shares issued: 56,126,514 · Current cash post-raise: ~$43 million (confidence: high)
• EVR — High-Grade Ore Secured to Commence PoC Processing Campaign · EVR · link
  • 💰 Ore grade (Sb): 13–16% · Antimony recovery: 81.1% · Initial parcel: 200 dry tonnes · Upfront capex: USD 25,000 (12.5% of ~USD 200,000 total) (confidence: high)
• GA8 — GoldArc Extends High-Grade Coverage at Mt Stirling Well · GA8 · link
  • 💰 Best intercept: 2m @ 69.7 g/t Au (incl. 1m @ 137.0 g/t Au) · Holes completed (Batch 5): 85 holes / ~2,245m · Mt Stirling Well resource: 198,000t @ 2.3 g/t Au (15,000oz JORC Inferred) · Program total: ~27,537m completed (confidence: high)
• AR3 — Koppamurra Pilot Processing Underway · AR3 · link
  • 💰 Ore processed: ~30 tonnes · Pilot cycles planned: 4 cycles of 8 columns · First MREO sample timing: Late September 2026 · Heap leach completion target: December 2026 (confidence: medium)
• ILT — Orient Delivers Outstanding Silver-Indium Intercepts · ILT · link
  • 💰 ORR178 peak intercept: 2m @ 1,479 g/t Ag Eq. (488 g/t Ag, 146 g/t In) · ORR170 peak intercept: 2m @ 1,456 g/t Ag Eq. (330 g/t Ag, 164 g/t In) · ORR172 main zone: 100m @ 73 g/t Ag Eq. (24 g/t Ag, 1 g/t In) · Drilling progress: 86 of 110 holes completed; MRE update Q4 2026 (confidence: high)
• SLM — Response to ASX Price and Volume Query · SLM · link
  • 💰 Price decline (7-10 Aug): 22.4% (0.085 → 0.066) · Volume spike: 6.3× average · Market cap: $11m · Cash on hand: $6.6m (confidence: high)
• SGQ — 155% Increase in Measured & Indicated Araxa Resource · SGQ · link
  • 💰 Total MRE: 111.2 Mt @ 3.57% TREO, 0.57% Nb₂O₅ · M&I Resources: 75.2 Mt @ 3.64% TREO, 0.69% NdPr (155% increase) · Contained NdPr: 760,000 tonnes · Contained Nb₂O₅: 630,000 tonnes (confidence: high)
• CXO — New High-Grade Lithium Drill Results at BP33 · CXO · link
  • 💰 NMRD100 primary intercept: 34.08m @ 2.09% Li2O (28.50m true width) · Peak grade interval: 5.28m @ 2.80% Li2O · Secondary intercept: 3.43m @ 2.44% Li2O · Existing BP33 MRE: 10.5Mt @ 1.53% Li2O (confidence: high)
• OR3 — Drilling Unlocks Gold Prospects at Miriam and Burbanks East · OR3 · link
  • 💰 AC drill holes completed: 290 holes · Total metres drilled: ~14,000m · Best Miriam result: 8m @ 1.90 g/t Au (MGAC039) · Best Burbanks East result: 4m @ 4.29 g/t Au (BEAC115) (confidence: high)
• NVU — Nanoveu Secures US$300K Pilot EyeFly3D Order · NVU · link
  • 💰 Pilot Order Value: US$300K (A$433.5K) · Cash Received to Date: US$165K · Content Library Converted: 5,000+ hours · Target Market MAU: 100M+ monthly active users (confidence: medium)
• CRR — Multiple New Gold Pathfinder Targets Defined at Lammerlaw NZ · CRR · link
  • 💰 Peak arsenic (pXRF): 238 ppm As · Anomalous area: 3.2 km section · Sample count: 143 soil samples · Supporting antimony: up to 31 ppm Sb (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

20 announcement(s) across 15 ticker(s): APX, AR1, ATV, CTO, DRO, EDE, HVY, KRR, MTM, NUZ, NWM, PDN, SGQ, SPL, VPR