📊 25 Aug 2026 (Tue) — Daily Brief

Generated 2026-08-25 09:41 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 11 watchlist match(es) · 8 price-sensitive

• SGQ — St George Kicks Off Permitting for Araxa · SGQ · link
  • 💰 MRE (Measured & Indicated): 68% of resource in M&I category · Deposit type: Carbonatite-hosted rare earths (largest high-grade in South America) · EIA lodged: 14 months of fieldwork completed · Licensing timeline: LP & LI ~12 months; Operation Licence post-construction H2 2029 (confidence: high)
• XPN — Appendix 4E and FY26 Annual Report · XPN · link
  • 💰 FY26 Revenue: $12.3m (+38% YoY) · Statutory EBITDA: $1.1m (vs -$0.1m FY25) · Net Profit after Tax: $0.2m (vs -$1.4m FY25) · Cash at bank: $2.79m (confidence: high)
• ASN — Yellow Cat Drilling Confirms Mineralisation Along Strike · ASN · link
  • 💰 Peak uranium intercept: 774 ppm U (1 ft) · Mineralized zone thickness: >14 ft (mined out stope) · Strike continuity confirmed: 2,500 m between McCoy & Cactus Rat · Exploration program scale: 23 holes, 1,667 ft (confidence: high)
• OD6 — HORSESHOE CHANNEL RE-ASSAYS CONFIRM MATERIALLY HIGHER GRADE · OD6 · link
  • 💰 SE Wall: 50m @ 79.3% CaF₂ · Central Bench: 15m @ 85.8% CaF₂ · NW Wall: 22m @ 78.8% CaF₂ · Average uplift: 12.9% CaF₂ (confidence: high)
• CRS — Vadrians Gold System Extended Along Strike and At Depth · CRS · link
  • 💰 Best intercept (south): 5.4m @ 6.4 g/t Au · Best intercept (north): 7.0m @ 4.5 g/t Au · Drilling completed: 22,300m of 50,000m planned · Pending assay results: ~6,000m (30 RC holes) (confidence: medium)
• NEU — European Commission grants marketing authorisation for DAYBU · NEU · link
  • 💰 EU Marketing Authorization: DAYBU (trofinetide) approved for Rett syndrome · Upfront Payment: $35 million upon first commercial sale · Milestone Payments: Up to $170 million on escalating annual sales thresholds · Royalty Rate: Mid-teens to low-20s % of net sales (confidence: high)
• LOT — Change in substantial holding · LOT · link
  • 💰 JPMorgan voting power (previous): 7.88% · JPMorgan voting power (present): 5.31% · Shares divested: 4,770,297 ordinary · Market cap: $153m (confidence: high)
• CU6 — Becoming a substantial holder · CU6 · link
  • 💰 Vanguard voting power: 5.075% · Shares held: 18,932,774 ordinary · Became substantial holder: 19 August 2026 · Acquisition price range (4m prior): $2.06–$2.97 per share (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

3 announcement(s) across 3 ticker(s): BSR, SNM, XPN