📊 26 Aug 2026 (Wed) — Daily Brief

Generated 2026-08-26 09:44 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 24 watchlist match(es) · 15 price-sensitive

• SNX — $12.85 million Capital Raising to advance As Safra · SNX · link
  • 💰 Placement size: $12.3m (before costs) · New CDIs issued: 123.2m @ $0.10 · Director tranche: $0.55m (subject to EGM) · Phase 2 drilling: 25,000m RC/diamond + 10.5km trenching (confidence: high)
• RCM — Exceptional Silver-Webbs-Mineralisation Extended 300m South · RCM · link
  • 💰 Best intercept (WSRC0019): 4m @ 1,230 g/t AgEQ (35.9 oz/t Ag) · Broad envelope (WSRC0019): 37.4m @ 278.8 g/t AgEQ (8.1 oz/t) · Southern extension: 300m+ beyond current resource · Second exceptional zone (WSRC0028): 7m @ 641.8 g/t AgEQ (18.7 oz/t) (confidence: high)
• NEU — Half Yearly Report and Accounts · NEU · link
  • 💰 H1 2026 revenue: A$42.7m · DAYBUE royalty income: US$23.3m (up 29% YoY in USD) · Net profit after tax: A$4.9m · EPS (basic): 3.83 cents (confidence: high)
• SPL — Preliminary Final Report · SPL · link
  • 💰 Revenue FY26: $12.05m (+145% YoY) · Net loss FY26: $7.47m (-25% YoY) · Genentech upfront payment: $8.34m · R&D spend (net): $11.15m (confidence: high)
• TOR — Outstanding Multi-Ounce Gold Intercepts · TOR · link
  • 💰 HHH intercept (hole 26HRC135): 11.0m @ 456 g/t Au (incl. 1.0m @ 3,625 g/t Au) · HHH MRE (current): 73 koz @ 2.0 g/t Au · Follow-up diamond hole (26HDD012): 7.9m @ 1.37 g/t Au · Cash position: $13.6m (confidence: high)
• DRO — Half Yearly Report and Accounts · DRO · link
  • 💰 Revenue (H1 2026): $125.8m · Revenue growth YoY: +74% · Net loss after tax (H1 2026): ($32.2m) · Prior period net profit (H1 2025): $2.1m (confidence: high)
• QEM — Significant Expansion Opportunities Big It Tungsten Project · QEM · link
  • 💰 Historical tungsten grade: 67–75% WO₃ (past production) · Maximum W grab sample: 2,980 ppm W · Maximum Sb grab sample: 19.5% · Maximum Au grab sample: 11.15 g/t Au (confidence: medium)
• PDN — Appendix 4G · PDN · link
  • 💰 Market cap: $5,374m · Cash at hand: $117.0m · Free float: 14% of register · 20d run-up: +31% (confidence: high)
• TM1 — DRILL RESULTS CONFIRM EXTENSION OF PGM-CU-NI MINERALISATION · TM1 · link
  • 💰 3E PGM (best intercept): 3.16 g/t over 5m · Strike extent tested: 1,100m · Drilling completed: 56,000m (assays pending on ~32,000m) · Mineralisation thickness: 392m (SWRD057), 329m (SWRD055), 168m (SWDD018) (confidence: high)
• MTM — Texas Campus-Chlorinated Testing Resumes & First Revenue · MTM · link
  • 💰 First revenue received: US$500,000 (ECT MXene program) · Site expansion: Additional land secured from Chambers County at US$1 nominal cost · Chlorinated testing resumption: This week, with 12-hour multi-reactor campaign planned September 2026 · Cash on hand: $64.1m (confidence: high)
• OR3 — DSO Study Fast-Tracks Kangaroo Hills Lithium Cash Flow · OR3 · link
  • 💰 Mineral Resource (Kangaroo Hills): 3.10 Mt @ 1.01% Li2O (31.2 kt contained Li2O) · NPV8% (pre-tax, real): A$220.8 m · IRR (pre-tax, real): 4,995% · Capital Cost: A$24.9 m (confidence: high)
• BMM — Completion of Strategic Divestment of Bayan Springs North · BMM · link
  • 💰 Cash received (immediate): A$150,000 · Total consideration (up to): A$800,000 · NSR royalty retained: 1.0% · Desert Star RC drilling completed: 856 metres (confidence: medium)
• ADD — Drillout Success Set to Drive Upgraded MRE & Scoping Study · ADD · link
  • 💰 Best intercept (ALD003): 10m @ 3.69g/t Au · Secondary high-grade (ALRC080): 7m @ 5.97g/t Au · Existing MRE: 3.8Mt @ 0.95g/t Au (115koz) · Drillholes completed: 85 (82 RC + 3 diamond) (confidence: high)
• GED — Deeper Drilling Testing High-Grade Targets at Graceland · GED · link
  • 💰 Copper (best): 9.2% · Silver (best): 417 g/t · Zinc (best): 23.2% · Germanium (best): 118 g/t (confidence: medium)
• WC1 — Drilling Completed at Blind Freddie · WC1 · link
  • 💰 Holes completed: 15 air-core · Metres drilled: 801 m · Bulla Park Inferred Resource: 20 Mt @ 0.58% CuEq (0.30% Cu, 0.10% Sb, 4.7 g/t Ag) · Assay timeline: 4–6 weeks (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

9 announcement(s) across 6 ticker(s): AAJ, CBA, PDN, SNX, TM1, VLS