morning brief · 2026-08-172026-08-152026-08-18letter

📊 17 Aug 2026 (Mon) — Daily Brief

Generated 2026-08-17 09:41 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 10 watchlist match(es) · 8 price-sensitive

  • EIQ — Convertible note executed with Pro Medicus · EIQ · link
    • 💰 Convertible note: Executed with Pro Medicus · Current cash: $8.7m · Market cap: $1,178m (confidence: low)
  • VMM — Suspension from Quotation · VMM · link
    • 💰 Market cap: $548m · Cash at hand: $20.4m · 20d pre-suspension run-up: +35% · 5d pre-suspension move: -3% (confidence: high)
  • ABX — Sunrise Bauxite Project Advances as GII Priority · ABX · link
    • 💰 Sunrise JORC Resource: 37 Mt gibbsite bauxite · GII stake in Sunrise: 70% · GII investment to date: A$2.7m · Taralga JORC Resource: 38 Mt gibbsite bauxite (confidence: medium)
  • LKY — LKY Completes Portfolio Review & Updates U.S. Asset Strategy · LKY · link
    • 💰 Antimony price collapse: 57% (US$63k/t → US$27k/t) · Cash position: $14.9m · Market cap: $27m · Exploration spend: Ceased at DAM and El Campo (confidence: high)
  • GA8 — Final Grade Control Results Return 1m at 59.9 g/t Au · GA8 · link
    • 💰 Best intercept: 1m @ 59.9 g/t Au · Resource grade (Mt Stirling Well): 2.3 g/t Au · Total grade control drilling: ~28,785m · Inferred resource (Mt Stirling Well): 198,000t @ 2.3 g/t Au (15,000oz) (confidence: high)
  • WC1 — Drilling Commenced at Blind Freddie Copper Target · WC1 · link
    • 💰 Program size: ~1,000m air-core · Target strike length: 2.5+ km copper anomaly · Bulla Park resource: 20Mt @ 0.58% CuEq (0.30% Cu, 0.10% Sb, 4.7g/t Ag) · Tenure: 1,091 km² Cobar West Project (confidence: medium)
  • DRE — High-Grade Tungsten Opportunity Across Mangaroon · DRE · link
    • 💰 Nina high-grade zone: ~800m strike × 100m width · Best rock chip (Nina): 6.5% WO3 · Historical best (Nina): 12.7% WO3 · Mulka Well (Mangaroon South): 1.0–1.9% WO3 (confidence: medium)
  • LOT — Ceasing to be a substantial holder · LOT · link
    • 💰 JPMorgan stake exited: 7.1m shares (7% of ~99m market cap) · Exit price range: AUD $0.23–0.24 · Cash position: $30.2m · Stock 20d performance: −65% (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

2 announcement(s) across 1 ticker(s): OD6