📊 12 Aug 2026 (Wed) — Daily Brief

Generated 2026-08-12 19:58 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 49 watchlist match(es) · 20 price-sensitive

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

• LOT — Change in substantial holding · LOT · link
  • 💰 Previous voting power: 13.38% · Present voting power: 12.31% · Total shares held (State Street entities): 52,798,995 · Change in voting power: -1.07 percentage points (confidence: high)
• CU6 — Ceasing to be a substantial holder · CU6 · link
  • 💰 Holder: State Street Global Advisors (subsidiary of State Street Corporation) · Cessation date: 10 August 2026 · Net shares released: ~1.04m ordinary shares (aggregate of transactions) · Market cap: $1,048m (confidence: high)
• LOT — Becoming a substantial holder · LOT · link
  • 💰 UBS voting power: 5.29% · shares acquired: 22,706,027 · date became substantial holder: 10-Aug-2026 (confidence: high)
• EGR — Key German Partner to Double Offtake Volumes · EGR · link
  • 💰 New contracted volume capacity: 40,000 tpa (20,000 tpa initial + 20,000 tpa year 5+) · Total European contracted sales: 40,000 tpa (with ThyssenKrupp agreement) · Coverage of initial production: 55% of 73,000 tpa Epanko capacity · Agreement term: 10 years (confidence: high)
• DTR — Reinstatement to Quotation · DTR · link
  • 💰 Market cap: $345m (confidence: low)
• DTR — Update on USA Court Proceedings · DTR · link
  • 💰 Market cap: $345m · Shares on issue: 4.01B · Preliminary injunction: Halt operations at Colosseum Project, orderly shutdown · Status hearing: October 2026 (confidence: high)
• MRD — MRD Proprietary Leach Tech Delivers Standout Results · MRD · link
  • 💰 HREE recovery: 77–83% (Selectro™ vs 0–51% HCl baseline) · Scandium recovery: 80% (Selectro™ vs ~25% HCl baseline) · Gallium recovery: 56% (Selectro™ vs 0% HCl baseline) · Scandium resource: 367.98 Mt @ 57.3 ppm Sc (confidence: high)
• AAJ — Strategic Expansion of Tillex Project & $3.5m Placement · AAJ · link
  • 💰 Placement size: $3.5m · Project expansion: 16 km² adjacent claims (18.6 km² total) · Tillex Trend strike length: ~2.4 km · Historical Cu assay (CUR35-02): 1.0 m @ 0.49% Cu (confidence: high)
• BUX — Madman Project - Maiden Drilling Program Completed · BUX · link
  • 💰 Maiden drilling program: 2 diamond holes, 1,367 m total · Hydrothermal system: Extensive quartz-carbonate stockwork & sulphides in both holes, 200 m apart · Off-hole conductor (DHEM): 350 m north of MD002DD, modelled 500–1000 m plates, 200–1000 S conductance · Magnetic anomaly explained: Magnetite-bearing basement, ~200 nT, ~1 km² target (confidence: medium)
• SNX — Au-Ag-Polymetallic Breccia Discovery Expands As Safra System · SNX · link
• EXR — Successful $5m Placement to Initiate Strategic Review · EXR · link
  • 💰 Placement size: $5m · Issue price: $0.04/share · Shares issued: 125m · Discount to last close: 20% (confidence: high)
• ITM — More High-Grade Gold Intercepts at Reynolds Range · ITM · link
  • 💰 Best gold intercept (Falchion): 9m @ 2.51 g/t Au · Secondary gold intercept: 6m @ 3.31 g/t Au · Antimony (Sb) peak: 8m @ 0.95% Sb · Prospect spacing: 1.6 km (Falchion–Sabre) (confidence: high)
• CBA — ASB 2026 Full Year Financial Results Media Release · CBA · link
  • 💰 Cash NPAT FY26: $1,318m · NPAT change YoY: -2% · Home/business/deposit lending growth: +6% · KiwiSaver FUM: $21.7b (+15% YoY) (confidence: medium)
• OD6 — ORE SORTING RESULTS HIGHLIGHT LOW-COST UPGRADING AT QUINN · OD6 · link
  • 💰 Big Jim head grade: 98.3% CaF₂ · Big Jim QXRD fluorite: 98.6% fluorite · Horseshoe head grade: 90.0% CaF₂ · Blue Bell head grade: 86.7% CaF₂ (confidence: high)
• LKE — A$1.1 Million At-the-Market Facility Raise · LKE · link
  • 💰 Raise amount: A$1.1M · Shares issued: 26.5M · Issue price: A$0.0415 · Discount to 15d VWAP: 7.6% (confidence: high)
• SGA — Copper Porphyry Mineralisation at Ilksan · SGA · link
  • 💰 DDH-IL26002 full length: 229m @ 0.14% Cu · Higher-grade zone 1: 11.6m @ 0.26% Cu, 407 ppm Mo · Higher-grade zone 2: 16.2m @ 0.36% Cu, 0.12 ppm Au, 1.4 ppm Ag · Alteration style: Potassic (K-feldspar) + silicification + stockwork quartz (confidence: medium)
• DRE — 15km Gold-in-Soil Anomaly along Minga Bar - Mangaroon Gold · DRE · link
  • 💰 Gold-in-soil anomaly strike length: ~15 km · Best historical intercept (1986): 1 m @ 16.2 g/t Au · Best recent intercept (Cullen's Find 2025): 1 m @ 8.7 g/t Au · Reconnaissance drilling width (Cullen's Find): 25 m @ 1.0 g/t Au including 12 m @ 1.4 g/t Au (confidence: high)
• MTM — REE, Germanium & PGM Results Expand Commercial Pipeline · MTM · link
  • 💰 REE TREO conversion: 12% raw ore → 83 wt% mixed REE chloride, 4× NdPr enrichment · Germanium enrichment: up to 280× (Zn smelter), 240× (semiconductor), 35× (defence waste) · PGM recovery: >60% purity Pt/Pd/Rh product, ~75% faster vs conventional · Red Mud processing: 99% Fe removal, 95% Al retention, Ga concentrated (confidence: high)
• CBA — 2026 Full Year Basel III Pillar 3 Disclosure · CBA · link
  • 💰 Announcement_Type: Basel III Pillar 3 Regulatory Capital Disclosure · Reporting_Period: 30 June 2026 · Document_Scope: Capital adequacy, risk-weighted assets, credit risk, liquidity, operational risk (confidence: low)
• CBA — 2026 Full Year Results ASX Announcement · CBA · link
  • 💰 Cash NPAT FY26: $11.0bn (+7% YoY) · Return on Equity: 14.0% (+50bps YoY) · Dividend per share: $5.05 fully franked (+4% YoY) · Net Interest Margin: 2.05% (-3bps YoY) (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

29 announcement(s) across 21 ticker(s): AAJ, ACW, AEE, ASN, AT4, AVH, CBA, CDR, CUV, DTR, EXR, GTI, ILA, KTA, LKE, LOT, LYC, NVX, NWM, SNM, SRN