Treasury Wine Estates (ASX:TWE) reported Penfolds China depletions up 40%, US market growth turning positive, and $300m in new debt commitments as the TWE Ascent transformation progresses.
Charlie Youlden
Elsight (ASX:ELS) delivered its fifth consecutive record quarter with US$11.6m revenue, a 12-fold increase, as SOCOM access and a new positioning product expand the investment case.
US$500k acquisition price, 362ppm Li soil anomalies, and PLS sitting at 5.1% as the strategic backstop
Solis Minerals Limited (ASX:SLM) has acquired a 93,000 hectare district-scale lithium exploration package from a subsidiary of Rio Tinto in the Araçuai-Salinas Lithium Valley in Minas Gerais, Brazil. The purchase price is US$500,000 with a 1.75% Net Smelter Return…
A Healthier Earth commits to assess 70% offtake from the Great Barrier Reef project as AI data centre demand reshapes the carbon market
NoviqTech Limited (ASX:NVQ) has announced its subsidiary Coralia has signed a Strategic Memorandum of Understanding with A Healthier Earth, the climate-tech arm of global data centre developer Pure Data Centres Group. The…
Lynas Rare Earths Q3 sales up 115%, volumes +29% show inflection
In our previous analysis of Lynas (ASX:LYC), we wrote that if NdPr pricing stabilised at A$111/kg into H2 FY26, the earnings uplift would be strong. Q3 is now starting to confirm that view, with revenue reaching A$265 million and showing that the inflection is…
Amaero eyes A$8.4m Q4 after 301% Q3 growth
Amaero (ASX:3DA) is setting itself up for a big Q4 FY26, with expectations that the quarter will deliver A$8.4 million in revenue. Q3 came in at A$2.6 million, up 301% on the prior year, so there was no major surprise in the result itself. The real focus…
Queensland's critical minerals fund backs Mt Chalmers, the structure is the story
QMines Limited (ASX:QML) has secured a A$15 million strategic investment from the QIC Critical Minerals and Battery Technology Fund (QCMBTF), a fund managed by Queensland Investment Corporation. The capital will be split across a A$5 million equity placement at A$0.0523 per share, and…
Fuel locked in, debt-free, and construction on track, Kangankunde is tightening its cost profile
There are two things you want to see from a pre-production mining company heading into its first commissioning period. The first is that the money is actually in the bank. The second is that input costs are not going to blow…
Adisyn may have a fix for the Chip Industry's Wiring Problem
Think about the wiring inside a computer as an incredibly small highway system, with billions of lanes carrying electrical signals between transistors, the tiny switches that flip between 0 and 1. Today, that wiring is mostly made from copper, which has made sense for…
S4 hits 71% contracted as utilisation jumps 60% to 667MW
NextDC (ASX:NXT) has added 250MW of contracted utilisation, a 60% jump in its total contracted base since December 2025. That tells us demand is now hitting at a much larger scale and appears increasingly tied to the new S4 development now that approvals are in…
