METALS, MINING AND ENERGY
Syrah Resources (ASX: SYR) announced a multi-year binding conditional offtake agreement with NextSource for natural graphite from its Balama operations in Mozambique. The agreement reinforces the criticality of Balama natural graphite to the ex-China anode and battery supply chain. NextSource is advancing towards a final investment decision on its anode material facility in Abu Dhabi, UAE to supply a Japanese downstream customer.
BMG Resources (ASX: BMG) commenced a 10,000m resource expansion drilling program at its 100%-owned Abercromby Gold Project in WA targeting extensions to the 518,000oz gold Mineral Resource Estimate, which remains open in all directions. BMG has multiple priority targets designed to test strike and dip continuity of high-grade lodes that previously returned standout intercepts including 57.5m at 5.73 g/t Au, 77m at 2.66 g/t Au and 26m at 6.07 g/t Au including 7m at 21.22 g/t Au, while also following up hits such as 3m at 14.38 g/t Au, as it seeks to grow and upgrade the resource and support mine planning for the Q1 2026 scoping study.
Auric Mining (ASX: AWJ) delivered outstanding 2026 gold outturns from the Munda Starter Pit, with Campaign Two producing 4,819 ounces from three outturns and a final outturn plus Gold in Circuit still to come. Processing was completed on 18 February 2026, with approximately 128,000 tonnes treated across two campaigns since October 2025. Covered by The West Australian, Proactive Investors & Discovery Alert.
Strata Minerals (ASX: SMX) completed the 100% acquisition of the Zelica South Project, significantly expanding the total footprint at the Zelica Project area in WA’s Yundamindra region near Leonora and Laverton. The combined projects define an ~8km gold-mineralised corridor, highlighting strong potential for new discoveries and extensions to known gold mineralisation at Zelica. Covered by Stockhead, The Australian & The Mercury.
Yari Minerals (ASX: YAR) confirmed its Rolleston South project in Queensland can produce a low-ash, low-impurity coal product, the type that typically attracts stronger pricing and broader export acceptance. Detailed testwork from drillhole RSC015C shows: Potential for a 7–8% ash product at ~85% yield, very low sulphur (0.35%) and low phosphorus (0.07%) and favourable washability using conventional processing. Covered by Market Bull & Industry Qld.
Kairos Minerals (ASX: KAI) announced final results from its 2025 drill program at the 1.4Moz Mt York Gold Project in WA, which will support an updated Mt York mineral resource estimate (MRE) expected in H1 2026 incorporating ~27,000m of additional drilling. Kairos will resume drilling at Mt York this month targeting the 4.2km long gold corridor, with up to 50,000m drilling anticipated in 2026 across Mt York as well as the Roe Hills Project in WA’s Goldfields. Covered by Mining.com.au and Proactive Investors.
Locksley Resources (ASX: LKY) reported high-grade antimony assay results from surface exposure mapping at the historical Desert Antimony Mine within the Mojave Project in California. The samples were collected from mineralised vein material exposed during access track earthworks completed in preparation for our maiden diamond drilling program, which is now underway with the drill rig turning onsite. Covered by Stockhead, Sydney Morning Herald, Investing News Network, PR Newswire and MarketOpen.
Cue Energy Resources (ASX: CUE) is reviewing the off market takeover offer announced by Horizon Oil to acquire all Cue shares it does not already own, which proposes consideration of A$0.008 in cash plus 0.5625 Horizon shares per Cue share; an Independent Board Committee comprising Peter Hood, Greg Bishop and Ric Malcolm has been established to assess the proposal with independent advisers and will provide its recommendation in a forthcoming target’s statement, with shareholders advised to take no action at this stage.
Brazilian Critical Minerals (ASX: BCM) reported further strong infill drilling results from its Ema Rare Earths Project in Brazil, with 49 auger holes confirming thick, consistent magnet rare earth mineralisation across an ~82km² footprint. The results continue to demonstrate the predictable grade and lateral continuity typical of ionic adsorption clay systems and support the planned in-situ recovery (ISR) development pathway. Results will feed into the H1 2026 Mineral Resource Estimate update ahead of the project’s Bankable Feasibility Study. Covered by Australian Resources & Investment.
Premier1 (ASX: PLC) commenced a high-resolution ground gravity survey at the Rochefort Gold Prospect, part of the Abbotts North Project. The program aims to refine structures & fast-track high-confidence drill targets near the producing Crown Prince deposit, a standout recent discovery and development success hosting 2.2 Mt @ 3.9g/t Au for 279 koz, within the same productive greenstone belt.
Aurum Resources (ASX: AUE) returned multiple broad, high-grade gold intercepts from its ongoing 30,000m diamond drilling program at the 0.87Moz Napié Gold Project in Côte d’Ivoire, including 19m at 5.16 g/t Au and 21m at 2.01 g/t Au at Gogbala and 18.9m at 2.59 g/t Au at Tchaga, with results providing the final data ahead of an upcoming MRE update; the drilling supports potential resource growth at both deposits as Aurum advances its dual project strategy across Napié and the 3.03Moz Boundiali project.
Vita Resources (ASX: VTA) to commence its maiden auger drilling campaign imminently at the Ninnis Gold Project, located ~30km west of Laverton in Western Australia’s Eastern Goldfields. The ~1,200-hole auger drilling campaign will target a geological setting consistent with those associated with major gold discoveries in the region. Covered by Proactive.
RENEWABLE ENERGY
Hazer Group (ASX: HZR) confirmed its graphite meets Australian and international specifications for use as an additive in concrete and asphalt following extensive independent testing by Boral Labs. The results demonstrate that formulations incorporating Hazer graphite meet required performance standards, unlocking potential access to large infrastructure markets including concrete, asphalt and specialist backfill applications. The qualification supports Hazer’s strategy to develop high-volume end markets for its graphite co-product while progressing product development and offtake discussions across multiple sectors. Covered by Australian Manufacturing.
Provaris Energy (ASX: PV1) raised $1.325 million via a Placement to new and existing institutional, sophisticated, and professional investors. Proceeds will progress the 2026 work program, including the hydrogen prototype tank and Class Approval workstreams, CO₂ program activities and corporate costs. LCO₂ tank FEED program and associated Class Approval workstreams remain funded by Yinson under existing arrangements. The company also released an updated investor presentation, available here.
Frontier Energy (ASX: FHE) was discussed in The Australian by Precision Funds Management Executive Directors Dermot Woods and Andy Clayton. The two highlight the market ‘dislocation’ they are seeing at the moment and sell-offs in healthy stocks presenting buying opportunities, and discuss Frontier's recent appointment of former Pacific Energy CEO Jamie Cullen as Executive Chairman. “He’s the real deal, so it would increase the confidence that they’ll get everything done there,” Woods said. “Because if they do half of what they say they’re going to do, it should be pretty bloody interesting.”
INDUSTRIALS
Clean TeQ Water (ASX: CNQ) announced it was awarded a €5 million (~A$8.6 million) Phase 2 execution contract by Nyrstar to deliver a DESALX® wastewater treatment system at its Nyrstar Balen (Belgium) operations, with an additional €1.08 million (~A$1.7 million1) as provisional for the delivery of services.
ECS Botanics (ASX: ECS) reported H1 FY26 results which mark a clear inflection point, with the Group delivering organic revenue growth of 17%, returning to profitability and delivering 2 consecutive quarters of positive operating cash flow. Covered by Cannabiz and StockWireX.
CONSUMER
Bio-Gene Technology (ASX: BGT) is advancing regulatory development of its novel insecticide Flavocide®, with initial toxicology studies completed and supporting progression into major reproductive and neurotoxicity studies as the Company prepares its first application to register Flavocide as a new active constituent with the Australian Pesticides & Veterinary Medicines Authority (APVMA) in March 2027; the studies are being conducted to OECD standards to support global regulatory submissions and commercialisation of Flavocide for professional and domestic insecticide use.
TECHNOLOGY
AnteoTech (ASX: ADO) commenced a collaborative immunoassay product development program with a large global life sciences company to develop activated magnetic particles using AnteoBind™ NXT for the US$13 billion CLIA market, signing a 50:50 shared cost Initial Work Program valued at A$64,500 through to the end of FY2026, with successful completion expected to lead to a joint product development agreement, as in house testing has demonstrated significant performance and cost benefits over Tosyl chemistry including up to six times lower antibody usage, supporting AnteoTech’s strategy to move AnteoBind™ NXT further up the value chain into core ingredients for high throughput automated diagnostic platforms.
Rubicon Water (ASX: RWL) reported H1 FY26 revenue of A$29.0 million (H1 FY25: A$32.0 million) and an underlying EBITDA loss of A$5.9m, reflecting the negative impacts of a stronger $A and the impact of temporary US government funding delays during the period. These were partially offset by record contract wins in Europe and strong momentum in Latin America, while an increasingly diversified revenue base and strong pipeline of near-term projects position the Company for a significantly stronger second half.
Etherstack (ASX: ESK) reported that the project team has made its first major milestone delivery, on time, for its project with the UK Government announced to the market on 17th October 2026. The delivered milestone will contribute ~US$1.5m to first half revenues, and the project is expected to contribute over US$6m to Etherstack’s FY2026 revenues.
BIOTECH
Chimeric Therapeutics (ASX: CHM) streamlined its portfolio by returning the CHM CLTX CAR T cell therapy asset to City of Hope, which will assume full ownership and control of the program, reinforcing the Company’s strategic focus on advancing its lead CHM CDH17 program; following a portfolio review, the Board determined discontinuing development of CHM CLTX represents disciplined capital management, enabling resources to be prioritised toward core clinical stage assets with nearer term value inflection points and greater potential for clinical impact and commercial scalability.
Nexalis Therapeutics (ASX: NX1) screened and recruited the first participant in its Phase 1 first in human clinical trial of IRX-616a, an inhaled cannabidiol treatment for panic disorder, with the randomised, double blind, placebo controlled single ascending dose study set to enrol up to 24 healthy volunteers to evaluate pharmacokinetics, safety and tolerability; the trial is being conducted at CMAX in Adelaide and is designed to assess the rapid absorption profile of the pressurised metered dose inhaler platform, with results expected to inform further development toward a planned Phase 2 study.
Avecho Biotechnology (ASX: AVE) has completed recruitment for the interim analysis cohort of participants for its pivotal Phase III clinical trial evaluating its TPM®-enhanced cannabidiol (CBD) capsule for insomnia. The Company has successfully enrolled the approximately 210 participants required for the planned interim analysis, which will provide the first indication of the product’s efficacy, de-risk the program moving forward and confirm the number of participants required to complete the trial. Covered by Biotech Dispatch.
CORPORATE NEWS
IRIS Metals (ASX: IR1) announced key changes to its Board of Directors, reinforcing leadership as the Company progresses its end-to-end U.S. critical minerals supply chain and expands its capital markets presence in North America. Chris Evans will transition from Non-Executive Director to Non-Executive Chairman, while Peter Marks concurrently will step down from the Chair role but continue to contribute as a Non-Executive Director. The Board has also been streamlined from five to four Directors, reflecting IRIS Metals’ ongoing commitment to capital discipline and efficient governance.
