📊 2 Sep 2026 (Wed) — Daily Brief

Generated 2026-09-02 12:58 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 42 watchlist match(es) · 20 price-sensitive

• SHE — Sale of Lone Star's US Interest · SHE · link
  • 💰 sale_proceeds_usd: 1114000 · shares_received: 7500000 · market_cap_aud: 8000000 · issued_capital: 684400000 (confidence: medium)
• CBA — Becoming a substantial holder for KAR · CBA · link
  • 💰 voting_power: 5.02% · total_securities: 35,040,785 fully paid ordinary shares · date_became_substantial_holder: 2026-09-01 · cba_market_cap: 265,587m AUD (confidence: high)
• VMM — Becoming a substantial holder · VMM · link
  • 💰 stake_acquired: 15,949,184 shares · voting_power: 9.90% · consideration_paid: $60,447,407.36 AUD · acquisition_date: 31 August 2026 (confidence: high)
• EVR — Security Class Reinstatement to Quotation - EVRO · EVR · link
  • 💰 market_cap: $12m · cash_on_hand: $0.4m · 20d_price_move: +25% · 5d_price_move: +0% (confidence: low)
• EVR — Results of Rights Issue · EVR · link
  • 💰 capital_raised_before_costs: $923,169 AUD · total_underwritten_facility: $1,000,000 AUD · new_shares_issued: 184,633,793 · new_options_issued: 184,633,793 (confidence: medium)
• PNN — Trading Halt · PNN · link
  • 💰 market_cap: $70m · cash_on_hand: $7.5m · project: Morro do Ferro REE Project, Brazil · asset_class: Rare earth elements (confidence: medium)
• PNN — Pause in Trading · PNN · link
  • 💰 market_cap: $70m · cash_on_hand: $7.5m · 20d_return: +14.3% · 5d_return: +0.0% (confidence: low)
• PDN — PLS Exploration Delivers New High-Grade Results · PDN · link
  • 💰 Atlas_standout_PLS26-782: 42.1m composite, 26.4m @ 0.7% eU₃O₈ + 12.5m @ 1.8% eU₃O₈ (GT: 43.0 eU₃O₈ %.m) · Atlas_PLS26-762A: 13.0m composite, 4.1m @ 3.0% eU₃O₈, 2.6m @ 4.7% eU₃O₈ · Triple_R_extension_PLS26-779: 12.7m composite, 3.4m @ 0.7% eU₃O₈ (new zone 100m east of R1515W) · Atlas_total_drilling: 25 drillholes, 8,755.4m (confidence: high)
• MRD — Trading Halt · MRD · link
  • 💰 market_cap: $53m · cash_on_hand: $1.9m · 20d_price_momentum: +60% · 5d_price_momentum: +25% (confidence: medium)
• SLM — Drilling Commenced at Cinto Copper Project, Peru · SLM · link
  • 💰 initial_drilling_program: ~5 holes, 2,500 metres · highest_surface_copper_grade: 8.7% Cu · best_channel_sample: 23.4m @ 0.88% Cu · cash_on_hand: $6.6m (confidence: medium)
• AGY — Successful $3M Placement and SPP launched · AGY · link
  • 💰 placement_size: $3.0M · placement_price: $0.036 · shares_issued: 83,333,334 · spp_target: $0.5M (confidence: high)
• NME — NME-WTAC JV Expands East Scotia Gold Project · NME · link
  • 💰 project_area_granted: 133.2 km² · project_area_applications: 738 km² · total_project_footprint: 873.1 km² · exploration_licences_granted: 3 (confidence: medium)
• NVQ — NoviqTech Secures Extension of $1.4m Loan Facility · NVQ · link
  • 💰 loan_facility_amount: 1,400,000 AUD · interest_rate: 5% per annum · maturity_extension: 1 April 2027 to 1 April 2028 · cash_on_hand: 0.6 AUD million (confidence: medium)
• VFY — Vitrafy enters U.S. Cell & Gene Therapy Market · VFY · link
  • 💰 market_cap: $305m · cash_on_hand: $26.1m · initial_term: 6 months · deployment_timeline: H2 FY2027 (confidence: medium)
• SGQ — Pilot Plant Test Work at Araxa Project · SGQ · link
  • 💰 pilot_sample_mass: 9 tonnes saprolite · study_duration: 4-6 weeks · niobium_concentrate_target: ferroniobium ~65% Nb · rare_earth_recovery_historical: 86% TREO (confidence: medium)
• EXR — Warkon Pilot Update · EXR · link
  • 💰 Warkon Pilot capacity: 40 TJ/d (5–150 TJ/d range) · Pipeline distance to WGH: 52–53 km · Tariff range (Class 5 est.): $0.35–$1.32/GJ · 2C Contingent Gas Resources: ~3.5 TCF (confidence: medium)
• OR3 — Miriam Tenure Consolidation Completed & Cleansing Statement · OR3 · link
  • 💰 tenure_area_acquired: 44.55 ha · cash_consideration: 300000 AUD · share_consideration: 200000 AUD · shares_issued: 2277970 (confidence: medium)
• CUV — Ceasing to be a substantial holder · CUV · link
  • 💰 vanguard_holding_post_exit: 4.972% · stock_price_at_exit: 9.18 AUD · volume_spike: 1.9x avg (confidence: medium)
• DRE — Air Core Drilling Commenced at Black Oak, Illaara Gold · DRE · link
  • 💰 air_core_program_holes: ~750 holes · air_core_program_meters: ~50,000 m · black_oak_strike_extent: >7 km · best_intercept_au: 3.3 g/t Au (1m from BORC009) (confidence: medium)
• TMX — Larin's Lane 80% plus REE Recovery & Gallium/Scandium Upside · TMX · link
  • 💰 REE_recovery_baseline: 83% (3M MSA, 50°C) · REE_recovery_optimized: 99% (with calcination, 80°C) · Scandium_recovery: 67–79% (elevated temp/calcined) · Gallium_recovery_optimized: 89% (calcination + 3M MSA, 80°C) (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

22 announcement(s) across 18 ticker(s): AGY, BRN, CBA, CUF, CXO, EVR, GA8, GDM, GT1, MEM, NEU, NPM, OR3, PDN, RAP, SNX, SPD, VLS