📊 20 Aug 2026 (Thu) — Daily Brief

Generated 2026-08-20 09:47 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 26 watchlist match(es) · 15 price-sensitive

• BUX — MD002DD Assays Support Madman Prospectivity · BUX · link
  • 💰 Peak Au-Cu: 0.37 m at 0.239 g/t Au, 1,630 ppm Cu · Hole length sampled: 140.8 m basement (498–635.8 m) · Pathfinder suite: As, Bi, W, Te, Ag, Sb enriched; Na, Sr depleted · Untested conductor target: 350 m north, 500×500 to 1,000×1,000 m (confidence: high)
• ATT — Byrock Project Drilling Results · ATT · link
  • 💰 Total drilling: 1,501m (1,158m RC + 343m diamond-core) · Best gold result: 27m at 0.06 g/t Au (hole 26BY04) · Copper mineralisation: None significant identified · Targets tested: 3 of 4 priority Pipe Targets (confidence: high)
• ZMI — ZMI Accelerates ARGO Testwork for Critical Minerals · ZMI · link
  • 💰 ARGO pilot plant timing: Q1 2027 (accelerated) · Critical minerals focus: Germanium, gallium, indium recovery · Zinc smelter residue opportunity: ~20% of throughput as ZLR · Market cap: $28m (confidence: medium)
• FDR — KTJ Independent Reserves and Resources Report · FDR · link
  • 💰 Gross 2P Reserves (initial 3-well): 22.2 MMstb · Finder net 2P Reserves: 14.4 MMstb · Total 2P + 2C Resources (net): 15.8 MMstb · Reserve classification: Justified for Development (confidence: high)
• GL1 — Manna Clearing Permit and Groundwater Licence secured · GL1 · link
  • 💰 Manna Mineral Resource: 51.6 Mt @ 1.0% Li2O · Manna Ore Reserve: 19.4 Mt @ 0.91% Li2O · Land clearing approved: 875 hectares · Groundwater licence: Fully covers operating plan + expansion capacity (confidence: high)
• MEM — Felix Registration Achieved in Vietnam and Cartridge Order · MEM · link
  • 💰 Vietnam registration: achieved on schedule (Aug 2026) · Initial commercial order: 600 cartridges · Total cartridges Vietnam: 700 (600 ordered + 100 delivered) · Two-year contract value: A$530,000 (confidence: high)
• LSR — Acquisition of Pacifico Cu-Mo-Au Porphyry Project in Chile · LSR · link
  • 💰 Initial payment: USD $30,000 · Project area: ~22 km² · Prospective corridor: ~6 km · Historical drilling: ~8,000 m (confidence: medium)
• FMG — FY26 Full Year Results Presentation · FMG · link
  • 💰 Underlying NPAT: US$3.5bn · Iron ore shipped: 201.3Mt · Hematite C1 unit cost: US$18.74/wmt · Hematite realised price: US$91/dmt (confidence: medium)
• FMG — Blacksmith Project Mineral Resource and Ore Reserve Update · FMG · link
  • 💰 Mineral Resource: 615 Mt at 56.0% Fe (↑153% YoY) · Maiden Ore Reserve: 196 Mt at 58.0% Fe · Measured + Indicated: 97% of total resource · Acquisition price (Red Hawk, Mar 2025): A$254m (confidence: high)
• FMG — Appendix 4G · FMG · link
• LIN — Construction, Operational Readiness Team Progress Update · LIN · link
  • 💰 Q4 2026 first production target: on schedule · Front-end commissioning: late October 2026 · Practical completion: November 2026 · Cash at hand: $107.9m (confidence: medium)
• DYM — DYM Advances Exploration Portfolio · DYM · link
  • 💰 Lady Jane tenure expanded: 100 km² total (2 new licences E16/640, E16/643) · Widgiemooltha divestment: $3.5m upfront + royalty (Corazon Mining) · Meentheena fluorspar: 1 of 6 known fluorite deposits in Australia, RAMP submitted · Cash on hand: $1.9m (confidence: medium)
• TM1 — DRILLING ACHIEVES 150M SOUTHWEST STRIKE EXTENSION · TM1 · link
  • 💰 Strike extension: 150 m (to >1,100 m total; ~15% growth) · Best PGE3 intercept: 2.24 g/t PGE3 over 12 m · Broadest interval: 275 m @ 0.91 g/t PGE3, 0.17% Ni · System depth: 750+ m down-dip, remains open (confidence: high)
• SLS — Wide Copper-Gold Intercepts Extend Growing Nanadie Deposit · SLS · link
  • 💰 NANRCD018 combined intercept: 148m @ 0.77% Cu, 0.20g/t Au · NANRCD018 diamond tail: 43.4m @ 0.56% Cu, 0.15g/t Au · NANRC0411 nearby support: 51m @ 1.03% Cu, 0.29g/t Au · Nanadie mineralised footprint: 100–200m wide, 1.2km+ strike, open at depth (confidence: high)
• BSR — Large-Scale Mineral System Emerging at Bald Peaks · BSR · link
  • 💰 As-Sb anomaly strike: 1.5 km · Rock chip samples collected: 310 · Soil samples collected: 590 · Project area: 26.1 km² (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

11 announcement(s) across 7 ticker(s): AAJ, AYA, CUV, FMG, LOT, SNM, VLS