📊 13 Aug 2026 (Thu) — Daily Brief

Generated 2026-08-13 20:04 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 38 watchlist match(es) · 12 price-sensitive

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LOT — Change in substantial holding · LOT · link
- 💰 Sprott accumulation: ~29.5M shares (late Jul) at $0.17–$0.66 · Market cap: $99m · Cash on hand: $30.2m · 20d price move: −64% (confidence: medium)
VMM — Ceasing to be a substantial holder · VMM · link
- 💰 Market cap: $548m · Cash on hand: $20.4m · 20d pre-announcement move: +23% · 5d pre-announcement move: +15% (confidence: low)
LOT — Ceasing to be a substantial holder · LOT · link
- 💰 Shares returned/sold: ~8.8M ordinary shares · Market cap: $99m · Cash on hand: $30.2m · UBS exit date: 11 August 2026 (confidence: high)
SPL — Change in substantial holding · SPL · link
- 💰 Previous voting power: 8.58% · Present voting power: 7.05% · Shares divested: 2,487,958 · Current shareholding: 33,637,924 shares (confidence: high)
MSB — Becoming a substantial holder · MSB · link
- 💰 Voting power acquired: 5.06% · Total securities held: 65,660,115 ordinary shares · Date became substantial holder: 11-Aug-2026 (confidence: high)
CY5 — Scheme Booklet Registered · CY5 · link
- 💰 Scheme Meeting: 18 September 2026 · Acquirer: Central Asia Metals PLC (AIM: CAML) · Transaction: 100% acquisition via scheme of arrangement · Independent Expert: Fair and reasonable; in best interests of shareholders (confidence: high)
CY5 — Results of First Court Hearing · CY5 · link
- 💰 Scheme Meeting date: 18 September 2026 · Court approval stage: First Court Hearing completed; Second Court Hearing post-shareholder vote · Acquirer: Central Asia Metals PLC (AIM: CAML) · Expected implementation: 5 October 2026 (confidence: high)
SLM — Drilling Update at Mandacaru & Commencement at Cinto · SLM · link
- 💰 Mandacaru holes completed: 3 × ~200 m · Pegmatite intersection depth: 30–40 m below surface · Cinto initial program: ~5 holes, 2,500 m diamond drilling · Cash on hand: $6.6 m (confidence: medium)
AVW — Outstanding High-Grade Gold Confirmed at Mt Cattlin · AVW · link
- 💰 Best intercept Maori Queen: 7m @ 6.11 g/t Au (incl. 2m @ 15.1 g/t Au) · Supporting intercept: 5m @ 1.85 g/t Au (incl. 1m @ 7.47 g/t Au) · Historical production record: 23,006t @ 24.56 g/t Au · Holes assayed: 18 RC holes (confidence: medium)
VMM — Trading Halt · VMM · link
- 💰 Market cap: $548m · Cash at hand: $20.4m · 20-day run-up: +23% · 5-day run-up: +15% (confidence: medium)
NWM — Change in substantial holding · NWM · link
WIN — Exceptional Metallurgical Recovery Confirmed for Radio · WIN · link
- 💰 Combined gravity + leach recovery: 98.6–99.0% · Gravity gold recovery (Stage 1): 75–81% · Whole ore leach extraction (24h): 90–94% · Head grade range: 2.9–6.4 g/t Au (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

26 announcement(s) across 17 ticker(s): 4DX, BSR, CBA, CBE, DTR, ILA, ILT, LKE, LKY, LSR, MGU, MTM, NUZ, NVX, OR3, SPL, WC8