SHAPE Australia (ASX: SHA) highlighted it's on track for financial and operational outperformance in FY26.  The company secured YTD project wins exceeding $1.16 billion (surpassing full FY25 totals), driving backlog orders above $680 million (up from $492 million at FY25 end) and a substantial ~$4.2 billion forward pipeline for visibility into FY27 and beyond. SHAPE flagged FY26 revenue guidance between $1.175–1.225 billion (~23% growth on FY25), with NPAT expected at $30–32 million (~47% growth).

Mayfield Group (ASX: MYG) reported a strong increase in work in hand to approximately $151 million as at 6 May 2026, up 32.5% from December 2025, following $31 million in new orders secured across data centres, renewable energy, infrastructure, mining and international markets. The update included MYG’s largest single switchboard contract for FY2026, a $15.7 million order tied to a major data centre project, alongside the Group’s first international order through SMEC Power & Technology for export to Botswana.

Symal Group (ASX: SYL) tightened its FY26 normalised EBITDA guidance range to $120–126 million, narrowing the previous range of $117–127 million while maintaining margins within its 10–12% target range. The update reflects continued disciplined project execution and operational performance, with the Group successfully managing fuel and materials cost pressures through contractual pass-through mechanisms, commercial negotiations and risk management frameworks. Barrenjoey initiated with an overweight and price target of $3.45.

It was a big week of Larvotto Resources’ (ASX: LRV) operational updates at its Hillgrove Antimony-Gold Project in NSW including delivery of first underground ore to surface stockpile ahead of commissioning, identification of a high-grade gold-antimony-tungsten system at Curry’s Block Prospect, highlighting further near-mine growth potential just 4.5km from the processing plant and positive flotation testwork results from the TSF1 tailing facility confirming strong antimony and gold recoveries using conventional flotation methods, supporting potential for supplementary plant feed. Covered by SMH, Mining.com.au & Australian Resources and Investment.

Bioxyne (ASX: BXN) secured a two-year $50 million supply agreement with German partner ADREXpharma GmbH to supply BLS’s GMP-manufactured medicinal cannabis products in Germany. The agreement strengthens Bioxyne’s position in Germany, Europe’s largest medicinal cannabis market.  Covered by Small Caps, Biotech Dispatch,  Cannabiz &  Hemp Gazette. The Company also executed an expanded supply agreement with Remidose LATAM to supply three Dr Watson® cannabis flower stock keeping units (SKUs) to Costa Rica. The agreement marks the first international supply of medicinal cannabis flower into Costa Rica's regulated market. Covered by Cannabiz.

Equus Energy (ASX: EQU) completed Pre-FEED for its North West Shelf Equus Gas Project, confirming it as technically feasible and commercially robust. The project holds 1.7 Tcf of gas and 38 MMbbl condensate, with two tie-back pathways validated via existing Pluto and Varanus Island infrastructure, reducing capex and execution risk against greenfield alternatives. The company is now advancing into partnering, financing and approvals ahead of FEED and a Final Investment Decision. Covered by The Australian. 

Everest Metals (ASX: EMC) announced its maiden Mineral Resource Estimate (MRE) for the Revere Gold Project in Western Australia’s Mid-West region, defining 15Mt @ 0.54g/t Au (at a 0.1g/t Au cut-off) for 260,780 ounces of gold with over 40% classified Indicated Mineral Resources. The resource includes the Big John and Armstrong deposits within the Revere Reef system, with mineralisation starting at surface and remaining open along strike. Coverage via Stockhead.

Aurum Resources (ASX: AUE) increased the Boundiali Gold Project Mineral Resource by 6% to 3.22Moz gold, with Indicated Resources rising 24% to 1.70Moz following infill drilling at BDT2. The updated Resource will feed directly into the Boundiali Pre Feasibility Study, which remains on track for delivery this quarter. Aurum’s Group Resource has now grown to 4.38Moz gold across Boundiali and Napié, with the Company continuing a 100,000m drilling program and holding a strong $61M cash position as at 31 March 2026. 

EMVision Medical Devices (ASX: EMV) announced significant progress in its emu™ clinical program, its flagship bedside device. EMV expanded its Pivotal Trial with Acute Ischaemia Detection delivering a major step forward for the emu™ device by broadening the device’s clinical utility and commercial opportunity right from first FDA clearance.

In our latest Vantage Point episode, we hear from Aaron Banks, Executive Chairman of future-focused material technology company Green360 Technologies’ (ASX: GT3) on GT3 announcing its first named commercial customer for its Eco-Clay product — Holcim, one of the world’s largest building materials companies, with CHF 15.7 billion (~A$27.7bn) in 2025 net sales across 45 markets.

GT3 will supply up to 4,800 tonnes of Eco-Clay into Holcim’s Victorian concrete operations over an initial 12 months, with a binding supply agreement targeted within 90 days.

GT3 has achieved three major milestones in seven weeks:

→ March: Toll Treatment Agreement signed with Calix (ASX: CXL)

→ April: First commercial production run completed at Bacchus Marsh

→ This week: First named commercial customer secured in Holcim.

Spotify | Youtube

Euroz Hartleys analyst Seth Lizee maintained a Speculative Buy on Syntara (ASX: SNT) with a $0.16 price target, implying ~493% upside to the current share price of $0.027. The report follows positive FDA feedback supporting the Phase 2b design for amsulostat in myelofibrosis, with Euroz noting the outcome removes “the last major barrier” before advancing into the next stage of development. Euroz continues to view amsulostat as “a differentiated, potentially disease-modifying asset with significant commercial potential”, while highlighting five clinical readouts due across CY26, including Parkinson’s/iRBD, MDS and skin scarring programs.

Alpine Capital released a Desk Note after Bioxyne (ASX: BXN) announced it had secured a two-year, $50 million supply agreement with German partner ADREXpharma GmbH. Alpine said that provided Bioxyne continues to deliver, the Company’s previously guided FY26 revenue of $65–75m should be largely derisked given the recent quarter on quarter growth exhibited. The note highlighted that increasing visibility on revenue and earnings growth into FY27, emerging cash generation and the deepening pipeline of high‑value international contracts all support the view that Bioxyne remains a high‑growth, early‑stage pharmaceutical platform that is now beginning to demonstrate operating scale.

Peak Equity Research provided an updated note on Locksley Resources (ASX: LKY), highlighting the company’s advancing Mojave Critical Minerals Project and upcoming drilling catalysts across antimony and rare earth targets. Peak believes Locksley is well positioned for a potential re-rating as drilling results, downstream processing initiatives and U.S. government support continue to progress.

FiveRock Asset Management noted that while market conditions improved during April, the broader investment environment remains characterised by elevated geopolitical uncertainty, ongoing inflation considerations and continued sensitivity to energy markets and interest rate expectations. Despite these factors, the underlying operating performance of many portfolio companies remains strong. Recent reporting updates across several holdings have reinforced the importance of balance sheet strength, disciplined capital allocation and operational execution in navigating more volatile market conditions. Learn more or subscribe here.

METALS AND MINING

Power Minerals (ASX: PNN) will commence its maiden drilling campaign at the high-grade Morro do Ferro Rare Earths Project in Brazil this month, with a planned 3,800m diamond drilling program targeting expansion of existing mineralisation and metallurgical test work. Historical drilling has returned standout results including 60.85m at 8.92% TREO and ultra high-grade magnetic rare earth oxide intervals above 3% MREO. First assay results are expected in June 2026 as Power advances toward a maiden Mineral Resource Estimate. Covered by The Market Bull and Stockhead.

Australian Mines (ASX: AUZ) submitted additional metal hydride samples for independent testing by U.S. Department of Energy’s national laboratory team, advancing its solid-state hydrogen storage technology. The work is focused on validating new formulations for safe, compact and dispatchable hydrogen storage, with potential applications across data centres, AI infrastructure, backup power systems and broader clean energy markets. 

Desert Metals (ASX: DM1) extended its Tiogo gold discovery in Côte d’Ivoire to a semi-continuous 1.5km strike corridor following follow-up aircore drilling, with standout results including 4m at 19.48g/t gold and 12m at 3.81g/t gold. Multiple holes ended in quartz vein-hosted mineralisation at depth, highlighting potential for higher-grade fresh rock mineralisation below current drilling. The system remains open in multiple directions, with RC and diamond drilling planned to test the bedrock source of the gold system. Covered by The Market Bull. 

Koonenberry Gold (ASX: KNB) extended gold mineralisation at Sunnyside at its Enmore Project in NSW’s Lachlan Fold Belt with intercepts including 24m at 1.03g/t from 172m and 4.6m at 8.82g/t Au from 303m. Results have extended mineralisation down dip of previous drilling with a potential second plunging shoot identified. KNB has completed drilling at Postman’s Gully and Hand in Hand, with results from those areas expected in May and June.

Element 25 (ASX: E25) provided a progress update on its Butcherbird Expansion Project in WA, which remains on track for commissioning in Q1 2027. Key procurement activities are advancing, with the first major plant item, the custom-built KISA logwasher, now shipped and in transit to site, alongside orders placed for major processing equipment. E25 also confirmed advanced discussions with preferred offtake partners as it progresses plans to expand Butcherbird to 1.1Mtpa manganese concentrate production. 

Charger Metals (ASX: CHR) announced additional drilling results from the Medcalf Spodumene Deposit at its Lake Johnston Lithium and Gold Project. Recent diamond drilling assays at Medcalf confirmed multiple stacked spodumene-bearing pegmatite lodes, with significant intersections including 32m at 1.06% Li₂O, 21m at 0.93% Li₂O, and 10m at 1.66% Li₂O. The maiden Medcalf Lithium Resource will be revised upwards from the published 8.2Mt @ 1.0% Li₂O over the coming weeks. Covered by MarketOpen.

Sunshine Metals (ASX: SHN) reported final high-grade drilling results from the Liontown Gold Panel, including 22m @ 20.25g/t Au from 69m, ahead of a June 2026 Resource update and revised Mining Study. The drilling supports underground mine planning at Liontown as Sunshine advances its Mt Moss acquisition and plans for gold production in 2027. Covered by Mining.com.au and Industry Queensland.

Tungsten Mining (ASX: TGN) has commenced on-site preparations at its 100%-owned Mt Mulgine Project in Western Australia ahead of a planned 130-hole, 40,000m RC and diamond drilling program at the Mulgine Trench deposit. The program targets depth and along-strike extensions beneath the 2020 MRE, with results released to market approximately six weeks after drilling commences.

Middle Island Resources’ (ASX:MDI) assay results from an expanded sampling program further extended the footprint of silver, lead, zinc, and antimony soil anomalism which is indicative of a polymetallic carbonate replacement deposit in the greater Tisovik target area within the Bobija Project in Serbia. Outstanding soil sample results returned up to 7.1g/t Ag, 4,685ppm Pb, 969ppm Zn and 1,049ppm Sb, confirming a robust silver-lead-zinc-antimony system. Covered by Mining.com.au & The Market Bull.

Locksley Resources (ASX: LKY) entered into a binding option agreement to acquire a 100% interest in the Iron Duke Copper & Gold Project, located in New South Wales featuring a high-grade copper and gold quartz-sulphide system supported by strong drilling results. It has a JORC 2004 (historic) Inferred Resource Estimate of 1.3 Mt @ 1.0% Cu and 0.6% Ag.

Atomic Eagle (ASX: AEU) announced results from the first 15 drill holes completed as part of a 30,000m drilling program at its 100%-owned Muntanga Uranium Project, with drilling expanding the high-grade zone at the Chisebuka target. The company’s CEO Phil Hoskins also caught up with LEVRD's Matt Michael for a wide-ranging chat about the current program at Muntanga, exploration priorities for 2026, and Zambia as a mining jurisdiction, plus more. Executive Director Grant Davey also continued to back AEU’s progress with a ~$100k on market purchase.

Following the commencement of the drilling at Iltani Resources’ (ASX: ILT) Orient Silver-Indium Project in Herberton, North QLD in late April, a second RC rig mobilised to site. The company is planning to complete 115 RC drill holes for 16,000m at the project. 

Oceana Metals (ASX: OCN) announced that preparations are underway for an initial 20,000m drilling program at the Serra Negra Project in Brazil. The program is designed to provide further information on both the scale and geological control of the mineralisation at Serra Negra, in preparation of an initial resource estimate later in 2026.

BIOTECH

Firebrick Pharma (ASX: FRE) announced its patent titled "Prevention of infection by highly pathogenic viruses using topical application of povidone-iodine on mucous membranes" has been accepted in Canada. The patent protects the use of Nasodine Nasal Spray or any other intranasal povidone-iodine (PVP-I) preparations as a method of reducing the viral load of SARS-CoV-2 in the nose. Granted claims also cover pre-exposure prophylaxis (preventative use prior to exposure) against SARS-CoV-2.

ENERGY

Hazer Group (ASX: HZR) signed an MOU with Continual Renewable Ventures (CRV) to assess Sustainable Aviation Fuel and Renewable Diesel production opportunities in Australia. Both fuels require hydrogen, creating a direct role for Hazer's low-emissions hydrogen platform alongside CRV's licensed technology from XCF Global. The partnership supports domestic low-carbon liquid fuel production at a time of growing focus on fuel security and local refining, with the Kwinana region identified as a potential site for Australia's first SAF and renewable diesel facility.  Coverage via Grain Central and Australian Manufacturing.

TECHNOLOGY

Swift TV (ASX: STV) announced it has secured its first commercial agreement in the hospitality sector with Daydream Island Resort in the Whitsundays, and also announced that the company has achieved final Netflix integration approval after a multi-year Google and Netflix certification process. Covered by Sydney Morning Herald, Stockhead, Finance News Network, TechInvest, StocksDownUnder and Ausbiz Capital.

CORPORATE NEWS

Perseus Mining (ASX: PRU) welcomed Wade Bickley in the role of Chief Operating Officer, commencing 1 June 2026, further enhancing its leadership team. Wade has over 25 years of industry experience, with extensive expertise in gold and base metals operations across Australia, West Africa and Southern Africa.

Sunshine Metals (ASX: SHN) opened its Share Purchase Plan, giving eligible shareholders the opportunity to invest up to $30,000 at $0.027 per share, the same price as the recent placement, to raise up to $3 million. Funds will support the Mt Moss acquisition, Liontown development activities and broader exploration programs, with the offer scheduled to close on 22 May 2026 unless closed early.

Canadian Phosphate (ASX: CP8) announced the appointment of experienced mining executive Peter Doyle as a Non-Executive Director as it prepares for 2026 exploration and drilling programs at its Wapiti and Fernie rock phosphate projects in British Columbia, Canada. Mr Doyle has more than 30 years’ mining industry experience, including roles in exploration, planning, development, and production.

Nexalis Therapeutics (ASX: NX1) announced the resignation of director Dr Ron Wise, with Company Secretary James Barrie appointed as an interim director while the Company undertakes a search for a permanent replacement. Nexalis said Dr Wise resigned due to increased commitments related to his family business.

Burley Minerals (ASX: BUR) secured firm commitments for a $0.7M placement at $0.023 per share as part of a $1.0M capital raise to advance drilling at the Cane Bore Iron Ore Project in the Hamersley Iron Ore Province.

Saudi Arabia is shaping the future of the global resources industry, and drawing ASX-listed juniors into its orbit, as mining becomes a pillar of the economy, writes journalist Marion Rae in Stockhead. Sierra Nevada Gold’s As Safra Copper-Gold Project discussed.

Who’s Who with Liberty Metals (ASX: LIB): Critical minerals explorer building scale in Brazil.

Lincoln Minerals (ASX: LML) chases untested copper strike | Media coverage by Australian Resources & Investment.

Acquisitive AuKing Mining (ASX: AKN) favours Malawi in global REE stampede | Media coverage by Stockhead.

Element 25 - NWR Critical Minerals Investor Presentation

Alterity Therapeutics (ASX: ATH) Corporate Presentation

Power Minerals Limited (ASX: PNN)

Tarrina Resources Limited (ASX: TR8) 

Lincoln Minerals Limited (ASX: LML) 

Iltani Resources (ASX: ILT) 

Sunshine Metals (ASX: SHN)

Koba Resources (ASX:KOB) 

Charger Metals (ASX: CHR) 

Kalamazoo Resources (ASX: KZR)

Magmatic Resources (ASX: MAG)

Ark Mines (ASX: AHK)

Kali Metals (ASX: KM1)

NH3 Clean Energy (ASX: NH3) Chairman Charles Whitfield spoke with Matthew Michael from LEVRD covering shipping fuel demand, fertiliser markets, energy security and the broader opportunity emerging around ammonia globally.

Charger Metals (ASX: CHR) Managing Director & CEO Bryan Dixon caught up with David Tasker from The Pick Magazine at the RIU Sydney Resources Round-up Conference to discuss the progress at the Lake Johnston Lithium and Gold Project. The conversation highlighted the success of the six-month drilling program to date, with more exciting developments still to come.

Kali Metals (ASX: KM1) Managing Director Paul Adams spoke to David Tasker at the RIU Sydney Conference last week, providing details about how the company discovered the previously untouched Marble Bar Gold Project with "boots on the ground."

ReNerve (ASX: RNV) hosted an investor webinar discussing its March 2026 quarterly report, as well as further updates for the Company.

Swift TV (ASX: STV) MD and CEO Brian Mangano joined Ausbiz to discuss Swift’s next growth phase as it launches a new connected TV platform into the hotel market.