morning brief · 2026-09-032026-09-022026-09-04letter

📊 3 Sep 2026 (Thu) — Daily Brief

Generated 2026-09-03 09:41 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 18 watchlist match(es) · 7 price-sensitive

  • LIN — Carester binding offtake, oxide separation partnership · LIN · link
    • 💰 SX facility capacity: 8,000 tpa REO · Offtake term: 10 years + 2×5-year extensions · SEGH volume committed: 70% of production · DFS completion target: Q4 2026 (confidence: high)
  • MEM — Felix Registration Achieved in Turkey, Sales Commence · MEM · link
    • 💰 Turkey_ART_cycles_annual: ~75,000 · Turkey_ART_centres: 165 · Initial_Turkey_sale: 100 cartridges + 2 consoles · ITL_cartridge_orders_pre_Turkey: 1,800 cartridges (72% of 2,500 annual commitment) (confidence: medium)
  • EGR — Share Purchase Plan Offer Booklet · EGR · link
    • 💰 SPP_target: $2,000,000 AUD · issue_discount: 20% to 5-day VWAP · max_per_shareholder: $30,000 AUD · min_per_shareholder: $2,000 AUD (confidence: medium)
  • GDM — High-Grade Gold Mineral Resource Restated at Adelong · GDM · link
    • 💰 contained_gold: 169,700 oz · grade: 3.41 g/t Au · tonnage: 1,550 kt · measured_indicated: 92,500 oz (55%) (confidence: medium)
  • CRR — Historical Review Defines Three Targets - Silver Peaks NZ · CRR · link
    • 💰 permit_area: 497.69 km² · company_interest: 90% · historical_gold_soil_max: 16.0 ppb Au · historical_gold_stream_max: 45.2 ppb Au (confidence: medium)
  • ZMI — ARGO Test Results Deliver High Leach Recoveries · ZMI · link
    • 💰 Silver recovery: 99% (Site 2) · Lead recovery: 100% (Site 2) · Copper recovery: 91% (Site 2) · Average silver recovery: 93% (confidence: medium)
  • EMV — emu Regional Benefits Study Advancing · EMV · link
    • 💰 CRC-P_progress_payment: $337,425 AUD · market_cap: $163m AUD · cash_on_hand: $17.1m AUD · cash_runway_quarters: ~20 quarters (confidence: medium)

⏭️ Non-sensitive announcements (watchlist)

11 announcement(s) across 8 ticker(s): AAJ, AVH, BRN, EGR, GAL, LOT, PR1, VLS