📊 27 Aug 2026 (Thu) — Daily Brief

Generated 2026-08-27 10:19 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 32 watchlist match(es) · 22 price-sensitive

• RNX — Loan Facility - increase and extension to funding facility · RNX · link
  • 💰 Facility size: $2m · Current draw: $660k · Interest rate: 12% p.a. · Term extension: to 31 Dec 2027 (confidence: high)
• IMU — Becoming a substantial holder from PCG · IMU · link
  • 💰 Pengana stake: 31.54M shares (6.44%) · Placement price: $0.095/share · Capital invested: $2.5m · Acquisition date: 20 August 2026 (confidence: high)
• ZMI — $1.2M European Grant Secured for ARGO Technology · ZMI · link
  • 💰 Grant awarded: A$1.2M (€734k VLAIO + €489k Meclex co-fund) · Total project budget: A$2.0M · Technology phase: TRL 4 → TRL 7 (pilot plant by early 2027) · Testing duration: 12 months at Solvomet (confidence: medium)
• EVR — Security Class Suspension from Quotation - EVRO · EVR · link
  • 💰 Market cap: $15m · Cash on hand: $0.4m · Free float: 68% (confidence: medium)
• CRR — Trading Halt · CRR · link
  • 💰 Market cap: $19m · Free float: 67% (confidence: low)
• AAU — Binding MoU Signed to Initiate Possible Lifting US Sanction · AAU · link
  • 💰 Market cap: $26m · Cash on hand: $1.6m · 20-day share price move: +14% · 5-day share price move: +14% (confidence: low)
• ONE — Half Year 2026 Investor Presentation · ONE · link
  • 💰 Cash on hand: $7.2m · Market cap: $150m · 20-day pre-announcement run-up: +13% · Volume spike: 3.7x average (confidence: low)
• ONE — Half Yearly Report and Accounts · ONE · link
  • 💰 Recurring Revenue (H1 2026): €4.31m (+13% YoY) · Total Revenue (H1 2026): €5.48m (-14% YoY) · Net Loss (H1 2026): €5.49m (-30% vs H1 2025) · Gross Margin: 70% (vs 61% prior year) (confidence: high)
• KLI — First Resource Step Out Hole Hits Crystalline Magnetite · KLI · link
  • 💰 Magnetite intersection: 80.2m down-hole (40–50m true width) · Magnetite content: 40–45% (visual estimate, core KKDD001) · Concentrate grade: 69% Fe · Davis Tube Recovery: 33% (confidence: medium)
• SER — Diamond Drilling Commences at Canobie Project QLD · SER · link
  • 💰 Diamond drill program: >1,500m · Charcoal Bore Cu intercept (CNDD007): 1,507 ppm Cu, 0.32 g/t Au (4m @ 738–778m) · Alcala target: 800m angled hole, magnetic/gravity coincident anomaly · Program duration: 3–4 weeks, assays in ~6 weeks (confidence: medium)
• SGQ — ST GEORGE PIONEERS RARE EARTHS PROCESSING CENTRE IN BRAZIL · SGQ · link
  • 💰 Araxá Resource: 111.2Mt @ 3.57% TREO, 0.57% Nb₂O₅ · M&I Resource: 75.2Mt @ 3.64% TREO, 520,000t NdPr oxides · Cash on hand: $80.7m · Market cap: $429m (confidence: medium)
• APX — H1FY26 Results and FY26 Outlook & Guidance · APX · link
• APX — Appendix 4D and Interim Financial Report · APX · link
  • 💰 Revenue (H1 2026): $120.8m (+17.0% YoY) · Loss after tax (H1 2026): $(4.5)m (improved 76.9% from prior year) · Net tangible assets per share: 28.07¢ (+0.28¢ YoY) · Cash at hand: $44.7m (confidence: high)
• MSB — MSB Annual Financial Results and Operational Update · MSB · link
• CPO — Access Secured for Maiden Vista Montana Drilling · CPO · link
  • 💰 Vista Montana maiden programme: 4 holes, 2,000m planned · Lana Corina proxy grades: 0.96–1.23% CuEq (454–169m intersections) · Prospect proximity: 1km NE of Lana Corina discovery · Cash on hand: $2.1m (confidence: medium)
• MSB — Preliminary Final Report including Appendix 4E · MSB · link
  • 💰 Outstanding shares: 1,296,862,776 · Market cap: $3,061m · Cash at hand: $0.0m · Fiscal year ended: 30 June 2026 (confidence: low)
• PNN — THIRD HOLE EXTENDS BROAD HIGH GRADE REE MINERALISATION · PNN · link
• CRR — CSIRO to Collaborate with CRR on DSD Battery Technology · CRR · link
  • 💰 DSD process: solvent/binder-free dry deposition for battery cathodes and electrolytes · CSIRO Kick-Start co-funding: foundational collaboration program with scale-up pathway intent · Peer-reviewed proof-of-concept (July 2026): 154 mAh/g at low rate, 85% capacity retention over 500 cycles · Lead researcher: Dr Saden Zahiri, CSIRO Advanced Manufacturing, 20+ years cold spray experience (confidence: medium)
• KTA — Drilling Progressing at Zopkhito Antimony & Gold Project · KTA · link
  • 💰 Surface & underground drilling completed: 1000m+ YTD · Foreign resource estimate (Sb): 225 kt @ 11.6% Sb · Foreign resource estimate (Au): 7.1 Mt @ 3.7 g/t Au (815k oz) · Drill holes completed: 11 surface + 27 underground (confidence: medium)
• LOT — Ceasing to be a substantial holder · LOT · link
  • 💰 JPMorgan position_end: 27.3m shares · Position_reduction: 1.7m shares (5.5% decrease) · Share_price_range_traded: AUD 0.24–0.27 · Ceased_substantial_holder_date: 24-Aug-2026 (confidence: medium)
• DEV — Exploration Update - Advancing DevEx's Target Rich Pipeline · DEV · link
• GA8 — Discovery Drilling Underway at Leonora North Gold Project · GA8 · link

⏭️ Non-sensitive announcements (watchlist)

10 announcement(s) across 9 ticker(s): 14D, APX, CY5, MRD, OM1, ONE, OR3, VLS, VMM