METALS AND MINING
Atomic Eagle (ASX: AEU) agreed terms with the Republic of Niger to reacquire the Madaouela Uranium Project, securing a 60% interest and operational control under a new Mining Convention. Madaouela hosts a 116.5Mlb U₃O₈ foreign resource at 1,282ppm supported by ~600,000m of historical drilling and feasibility-level studies. Alongside the 58.8Mlb U₃O₈ Muntanga Project in Zambia, AEU has established a larger dual-asset uranium development platform, with Muntanga remaining AEU’s flagship development asset. AEU is targeting conversion to a JORC-compliant Mineral Resource Estimate in 2026. CEO Phil Hoskins spoke to LEVRD, Crux Investor and Mining Stock Education. Covered by Mining.com, Mining Review Africa and World Nuclear News.
Sierra Nevada Gold (ASX: SNX) confirmed a large copper mineralised system at its As Safra Copper-Gold Project in Saudi Arabia, with Phase 1 drilling defining coherent mineralisation across more than 800m of strike at the Central Copper Zone, including 16m @ 1.49% Cu and 9m @ 1.83% Cu. A second copper system was also identified at As Safra Southeast, while much of the broader 5.5km mineralised corridor remains untested. SNX plans to commence a +25,000m Phase 2 drilling program within six weeks to further define and expand the system. It also announced a $12.85 million capital raising, with Directors, management and former management to participate for $550,000, subject to and conditional upon shareholder approval.
Liberty Metals (ASX: LIB) commenced maiden exploration at its Oko North and Oko South Gold Projects in Guyana, following completion of its acquisition of a 90% interest in the ~180km² project package within the emerging +9Moz Oko gold district. Field teams are undertaking geological mapping, structural interpretation and surface sampling, with a systematic ~5,000-sample soil geochemical program to use CSIRO-developed DetectORE™ technology for rapid in-field gold detection and drill target generation. Oko North directly abuts ground near the New Oko Discovery, while Oko South covers the interpreted southern continuation of the mineralised trend, with priority anomalies to be followed up by trenching and reconnaissance sampling ahead of a maiden drilling campaign. Covered by Stockhead.
American Tungsten & Antimony (ASX: AT4) commenced tungsten and antimony processing trials at the Del Sol Refinery in Nevada, advancing plans to establish a vertically-integrated US supply chain for both critical minerals. Wet table trials are underway using scheelite-bearing material from AT4’s Dutch Mountain Tungsten Project and third-party US sources to support the proposed expansion of Del Sol into ammonium paratungstate (APT) production, while stibnite-bearing material from White Spar, and samples and drill core from Antimony Canyon, are being tested ahead of a targeted restart trial of Del Sol’s antimony flake circuit by the end of Q3. AT4 expects to appoint an engineer for the APT expansion shortly, while CEO Casper Adson will meet potential strategic stakeholders at the White House in Washington D.C. and in New York as AT4 progresses its US domestic tungsten and antimony refining strategy. Covered by Small Caps & Stockhead.
Power Minerals (ASX: PNN) delivered the highest-grade wide magnet rare earth intersection recorded to date at its Morro do Ferro Rare Earth Project in Brazil, with the second hole of its maiden diamond drilling program returning 137m at 4.31% TREO from surface and the third hole returning 108.55m at 4.15% TREO from surface, including 29.25m at 9.01% TREO. A project-record interval of 1.45m at 4.40% MREO was also recorded, while deeper intersections beyond 180m indicate mineralisation continues at depth. Drilling is ongoing with two rigs, with further assays and metallurgical testwork to follow. Covered by Stockhead & Mining.com.au.
Enova Mining (ASX: ENV) reported strong initial metallurgical results from its Poços de Caldas Rare Earth Project in Brazil, with NdPr recoveries of 66% to 79%, averaging 71%, from saprolite samples using a standard ionic adsorption clay leach process. TREO recoveries averaged approximately 55%, providing initial metallurgical evidence supporting the project’s potential as an ionic adsorption clay rare earth system, with further drilling and recovery testwork planned. Covered by Mining.com.au
Australian Mines (ASX: AUZ) is preparing to commence a multi-purpose drilling program at its Flemington Scandium Project in NSW, which hosts a 6.3Mt at 446ppm scandium Mineral Resource, with approximately 98% in the Measured and Indicated categories. The program will target resource extensions, metallurgical testwork and infrastructure locations to support the ongoing PFS, which is assessing the potential to scale annual scandium oxide production from 60 tpa to up to 180 tpa. Drilling will commence following receipt of the required NSW Resources approval. Covered by The Australian and Mining.com.au
Magmatic Resources (ASX: MAG) released final diamond and aircore drilling results from its FY2026 exploration program at the Myall Farm-in and Joint Venture Project with F Resources in New South Wales. The results demonstrated the potential of the project, with assays from drilling at the Stingray prospect confirming mineralisation south of the Kingswood deposit. Magmatic is currently planning its drilling program at Myall for FY2027. Covered by Australian Resources and Investment
Tungsten Mining (ASX: TGN) has appointed Cutfield Freeman & Co as debt advisor for its 100%-owned Watershed Tungsten Project, following a PEE that delivered a pre-tax NPV8 of A$1.3 billion, 198% IRR and nine-month payback. The firm will assess debt, strategic investment, offtake-linked funding and government support options as TGN targets FID in September 2026 and first production in H1 2027. Covered by Mining.com.au
Middle Island Resources (ASX: MDI) confirmed large, coherent gold targets at the Zabrnjica and Beli Potok Prospects at the Priboj Project in Serbia, located in areas with no previously reported gold exploration. Broad soil gold anomalies exceeding 10ppb Au have been delineated at both prospects, extending across an area of approximately 500m by up to 500m at Zabrnjica and 1,000m by up to 500m at Beli Potok. The anomalies are associated with highly altered, quartz-veined sediments, further supporting the significant exploration potential of these targets. Covered by Mining.com.au.
Pilbara Gold (ASX: PGL) reported further strong drilling results from its 2.1Moz Mt York Gold Project in WA, extending gold mineralisation at Main Hill and Main Hill Extension as its 2026 resource and PFS drilling program reaches 50% completion. Results included 10m @ 4.02g/t Au from 262m and 12m @ 3.63g/t Au from 295m at Main Hill, and 22m @ 2.04g/t Au from 122m at Main Hill Extension, where mineralisation remains open at depth. PGL has completed 28,635m of drilling, with the program increased to 60,000m following encouraging results, as it targets an updated Mineral Resource Estimate in early 2027 and PFS by mid-2027.
Koba Resources (ASX: KOB) commenced a systematic soil sampling program comprising up to 1,000 samples covering six target areas across its Mt Garnet and Stannary Hills Tin-Tungsten Projects in Queensland. The program aims to both expand and advance these high-priority prospects towards drilling. A maiden ~3,000m drill program is scheduled to commence in the coming weeks at the high priority Kitchener and Jiminy Prospects within the Stannary Hills Project, subject to receipt of the final requisite permit.
Krakatoa Resources (ASX: KTA) is awaiting results from more than 1,000m of diamond drilling and underground core sampling at its Zopkhito Antimony-Gold Project. Surface drilling has moved to the western zone, targeting several previously undrilled veins that form part of the historical foreign resource estimate, while underground work is progressing in the central zone. The first assay results are expected in mid-September. Covered by Mining.com.au
WA Gold (ASX: WAU) commenced a 54-hole, ~7,200m RC drilling program at Abercromby in WA, targeting the planned open-pit component of the Stage 1 Mine scenario outlined in the Scoping Study. The program will infill existing data and increase resource confidence within the planned open pit, supporting future mine planning and development studies. Results will contribute to an updated Mineral Resource Estimate and, together with ongoing technical studies, support the evaluation of a maiden Ore Reserve.
North Stawell Minerals (ASX: NSM) provided an update on the results for the first of two drillholes completed as part of a recent diamond drill program at the Darlington Prospect. North Stawell explores a contiguous 445 km2 tenement package of the highly prospective gold corridor immediately north of Stawell Gold Mines’ operating multi-million ounce gold mine at Stawell. Covered by Mining.com.au
INDUSTRIAL
Mastermyne (ASX: MYE) reported revenue from continuing operations of $237.7 million in FY26, up 13% from $210.2 million in FY25. The result reflected a broader revenue base, higher activity levels – including the full contribution from the GM³ Appin project (commenced May 2025) – and increased demand for strata consolidation services. Underlying EBITDA increased 47% to $20.3 million (FY25: $13.8 million), while underlying NPBT rose 148% to $15.7 million (FY25: $6.3 million) and underlying NPAT was $11.0m (FY25: $3.9 million).
Metal Powder Works (ASX: MPW) achieved US Army qualification of its 6061 aluminium powder for cold spray applications, validated through the University of Dayton Research Institute. The milestone will see the powder added to the Defense Logistics Agency's Qualified Parts List with a National Stock Number, opening procurement through established US Government supply channels.
ENERGY
LGI Limited (ASX: LGI) reported net revenue of $39.8 million, up 17% on the prior year, and underlying EBITDA of $21.8 million, up 26% and within guidance. The company delivered underlying NPAT of $8.8 million, up 35%, alongside a fully-franked dividend of 2.6 cents. LGI expanded its carbon abatement portfolio with eight new projects and advanced its Canberra and Belrose battery installations, progressing its pipeline toward more than 80MW of capacity under management.
Cue Energy (ASX: CUE) reported FY26 revenue of $50.3 million and underlying EBITDAX of $28.5 million, generating $20 million in net operating cash flow and closing the year with $15.7 million cash and no debt. The company declared a 0.25 cent final dividend, taking total cash returned to shareholders since 2024 to $35 million, while entering FY27 with an active growth program including five wells planned across Palm Valley and Mahato in 1H FY27 targeting increased oil and gas production.
Galilee Energy (ASX: GLL) has expanded its planned Zydeco-1 sidetrack in Louisiana to seven targets, adding five newly identified shallow oil targets with a combined gross Prospective Resource of 317.0kbbl (2U) and 422.6kbbl (3U) to the existing Stafford gas-condensate and Upper Tweedel gas objectives. The sidetrack will test all seven targets from a single wellbore, with GLL now finalising the design near existing Gulf Coast infrastructure. Covered by Mining.com.au
TECHNOLOGY
AnteoTech (ASX: ADO) tripled its Life Sciences sales pipeline by overall lead numbers following ADLM 2026, with 18 follow-up meetings with sales-qualified leads and seven AnteoBind™ NXT samples requested for customer testing. The company also launched its new CLIA Kits and is progressing opportunities across lateral flow and ELISA applications, with a focus on converting the expanded pipeline into sales. The Australian & Stockhead.
Appen (ASX: APX) achieved revenue of $119.9 million in H1 FY26, a 17% increase on the prior corresponding period (pcp), alongside underlying EBITDA of $5.3 million, a $7.5m improvement vs pcp. Appen China delivered 80% revenue growth and 316% EBITDA growth, while Appen Global's turnaround continued, with underlying EBITDA improving despite lower revenue. Appen reaffirmed FY26 guidance of $270–300 million revenue and 5–10% underlying EBITDA margin, and flagged $12 million in identified annualised cost savings.
Advanced Braking Technology (ASX: ABV) reported record revenue of $23.5 million in FY26, up 22.7% from $19.1 million in FY25, driven by SIBS® FailSafe demand, international expansion and aftermarket growth. Underlying EBITDA increased to $2.2m, from $1.6 million in FY25, while reported NPAT rose 16.6% to $2.1m (FY25: $1.8 million).
RAS Technology (ASX: RTH) reported a 34% increase in full-year revenue to $28.4 million in FY26, up from $21.3 million in FY25, on the back of growth across all three business verticals. Normalised EBITDA grew 3% to $3.0 million (FY25: $2.9 million) and Annualised Recurring Revenue was $23.5 million at 30 June 2026, up 8% year on year.
Rubicon Water (ASX: RWL) reported revenue of $61.1 million, in line with market guidance given on 3 July 2026, compared with $69.1 million in FY25, with the result was affected by delays in US federal funding, the timing of contract finalisations, and the impact of a stronger Australian dollar. Second-half contract signings increased to $28.4 million, up from $24.2 million in the pcp, while last week the Company secured a $1.4 million contract for a privately funded water stewardship project in Nebraska, following the Rubicon’s previous three corporately funded projects.
Credit Clear (ASX:CCR) delivered a strong FY26 result, with revenue up 28% to $60.0m, driven by organic growth plus acquisition contributions and underlying EBITDA rising 41% to $10.5m, lifting margins to approximately 17.5% (from 15.9% in FY25). The company also strengthened its cash position, with underlying operating cashflow up 25% to $8.3m and net cash of $16.9m at period end. CCR expanded its addressable market through two acquisitions a UK-based debt collection agency ARC Europe and digital collections SaaS provider DTS. For FY27, management is guiding to revenue of $73.0m–$77.0m and underlying EBITDA of $12.0m–$14.0m.
DXN Limited (ASX: DXN) secured a binding A$12.2 million agreement with an AI compute operator to deliver a 2MW AI HPC modular data centre, marking the company's second major AI infrastructure contract in as many months and lifting its total AI HPC order book to approximately A$21 million. The turnkey facility will combine newly built DXN AI modules with upgraded existing infrastructure is a significant step forward for DXN, with a materially larger AI HPC award. The contract reflects accelerating global demand for rapidly deployable, high-density GPU compute capacity, a market DXN is well positioned to capture, against a backdrop of AI data centre sector growth expected at a 27.5% CAGR through 2032.
Monvia's (ASX: MNV) ARR of $14m is up 21% year-on-year, underpinned by strong client renewals, pricing uplifts and expansion of the cloud native life insurance platform. The Company recorded EBITDA of $6.9 million, beating its prospectus forecast, whilst also achieving a NPAT of $6.5m. Throughout the year Monvia successfully listed on the ASX whilst renewed the Company's largest client on a 5 Year contract with improved terms. In FY27 the Company will prioritise ARR growth and focus on securing new client contracts to diversify Monvia's revenue base.
BIOTECH
Radiopharm Theranostics (ASX: RAD) has dosed the first patient in the second cohort of its First-In-Human Phase 1/2a clinical trial of RV-01 (177Lu-Betabart) in patients with B7-H3 expressing tumors. This follows a positive recommendation from the Safety and Monitoring Committee, an independent multidisciplinary committee, to advance to the 70 mCi dose of RV-01.
PolyNovo (ASX: PNV) delivered strong commercial growth in FY26, with sales increasing 16.7% to $138.4 million, or 21.3% on a constant currency basis. Total revenue rose 16.1% to $150.0 million, while EBITDA increased to $12.1 million and the Company generated operating cash flow of $23.1 million and free cash flow of $9.4 million.
CORPORATE NEWS
PDI Gold (ASX: PDI) officially changed its name from Predictive Discovery Limited following shareholder approval, with the change registered with ASIC and expected to take effect on the ASX from market open on 9 September 2026, aligning with the TSX. The Company’s ticker will remain ‘PDI’ on both exchanges, while a new PDI Gold website has been launched. Shareholders also approved a five-for-one consolidation of the Company’s securities, with normal settlement trading on a consolidated basis expected to commence on the ASX on 7 September 2026.
Liberty Metals (ASX: LIB) appointed experienced Guiana Shield gold geologist Travis Schwertfeger as Non-Executive Director, strengthening its Board as it advances maiden exploration at the Oko North and Oko South Gold Projects in Guyana’s +9Moz Oko gold district. Schwertfeger brings more than 25 years’ global exploration experience, including six years leading gold exploration in Guyana, where he secured major partnerships with Barrick Gold and Nordgold, as well as extensive experience advancing gold projects in West Africa. Covered by Stockhead
Avecho Biotechnology (ASX: AVE) has appointed experienced biopharmaceutical executive Ms Eve Williamson as a strategic business development consultant of Avecho. Ms Williamson will work closely with Avecho’s Chief Executive Officer and management team to lead the Company’s business development strategy. Ms Williamson’s senior business development expertise will expand Avecho’s licensing capabilities following the Company’s recently announced successful interim analysis of its Phase III insomnia trial.
