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MoneyMe Reaches $2 Billion Loan Book

MoneyMe's loan book surpassed $2.08 billion with record annual originations of $1.23 billion and revenue of $249 million for FY26, delivering positive normalised NPAT in the second half and narrowing the full-year loss to $4.1 million. Credit quality improved as net credit losses fell to 2.4% and 90+ days arrears to 81 basis points, while funding costs were reduced through over $1.0 billion of securitisations and AI-driven efficiency supported growth and new product launches.

6 sources

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Atturra Reports FY26 EBITDA In Line, Plans AI

Atturra reported FY26 unaudited uEBITDA of A$30–30.5 million in line with guidance, with revenue of A$348–352 million due to June revenue-recognition timing and a one-off non-cash goodwill impairment of A$20–25 million, yet delivered a return to positive 2H cash flow of A$22–23 million and about A$9 million for the full year. The company signaled a shift to organic growth in FY27 with accelerated investments in AI, ERP and Scholarion, aiming to strengthen recurring revenue and capital discipline, a stance that has helped share-price momentum despite accounting adjustments.

6 sources

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Lynas posts record Q2 revenue, expands heavy REE

{"summary":"Lynas Rare Earths posted a record quarterly revenue of A$288.9 million for June 2026, up 70% year-on-year, as the company ramped its Mt Weld expansion and resolved bottlenecks at Kalgoorlie, with 3,481 tonnes of rare earth oxides produced. The market backdrop reflects a structural shift to geopolitically anchored pricing and supply diversification away from China, supported by heavy rare earths growth, new partnerships, and policy moves such as the G7 target to limit dependence on a single supplier.","summary_sources":"[\"https://grafa.com/en/news/australia/lynas-rare-earths-reaches-288-9m-revenue-in-june-quarter\", \"https://discoveryalert.com.au/lynas-rare-earths-q4-revenue-rise-pricing-shift-2026/\", \"https://www.fool.com.au/2026/07/22/lynas-rare-earths-june-quarter-earnings-break-records/\", \"https://kalkine.com.au/news/announcements/lynas-rare-earths-achieves-record-quarterly-revenue-of-a2889-million-on-heavy-rare-earth-expansion\"]}

6 sources

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Paladin guides 5.1–5.6 mn lb Langer Heinrich FY2027

Paladin Energy guides FY2027 production from the Langer Heinrich Mine at 5.1–5.6 million pounds of U3O8, with costs of US$44–48 per pound, following the successful ramp-up completed in the June 2026 quarter and noting quarterly variability due to planned maintenance. The company expects higher output in the second half as higher-grade ore feeds the plant, while continuing process improvements and advancing the Patterson Lake South project, with ongoing use of uranium loan facilities for flexibility.

6 sources

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Radiopharm Theranostics reports 93% MRI concordance

Radiopharm Theranostics reported in RAD101 Phase 2b a 93% concordance between PET and MRI in 30 evaluable patients with suspected brain metastases, along with preliminary 86% sensitivity; the company plans a U.S. Phase 3 pivotal trial in Q4 2026 as it advances toward a registrational program. In RAD204 Phase 1, Patient 1 achieved a durable partial response with up to 43% tumor reduction and progression-free status beyond seven months, while Patient 2 shows early signs of anti-tumor activity and remains on treatment.

8 sources

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Amaero Wins US DoW Contract for Refractory Powders

Amaero Inc. has won a A$6.5–6.51 million U.S. Department of War development contract to create alternative high-temperature refractory alloy powders, notably alternatives to Niobium C103, with a 13-month timeline through August 2027 and milestone-based monthly payments that will recognize most revenue in late 2026 and early 2027. The award underscores Amaero’s role in strengthening U.S. defence supply chains, validates its gas atomization capabilities, and follows a record revenue quarter and growing backlog that signal expanding demand for its titanium and refractory powders and PM-HIP manufacturing services.

7 sources

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Neds Creek Maiden Drill Targets Ricci Lee

BOA Resources is preparing its maiden Neds Creek drill program in Western Australia, with a 7,500-metre, 53-hole RC campaign beginning in early August 2026, focused on the Ricci Lee priority target after completing heritage surveys, securing drill contracts, and obtaining permits. The project now includes the Thaduna and Green Dragon deposits, collectively hosting about 5.3 million tonnes of ore at 2.3% copper, supporting BOA’s strategy to expand its copper inventory to a meaningful economic scale.

5 sources

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WiseTech plans FRDM.ai acquisition to power VerifyWise

WiseTech Global has agreed to acquire FRDM.ai for US$10 million upfront plus up to US$14.31 million in earn-outs, with completion expected on August 3, 2026, to power its VerifyWise AI-enabled compliance platform across multi-tier supply chains. The deal moves WiseTech from transaction-level screening to network-wide risk verification, leveraging FRDM.ai’s real-time risk scoring and billions of trade records, while financing details include issuing up to 192,150 new shares and a 12-month escrow arrangement.

6 sources

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Sequoia Financial Group CEO Crole resigns; Fabbri interim

Sequoia Financial Group announced the immediate resignation of CEO Garry Crole, with the board launching a leadership transition and a search for a permanent successor. Interim leadership is in place, led by Alex Fabbri as interim CEO and David Hentschke as interim Chairman, with reporting on Sarah Lin serving as interim CEO in the transition period.

5 sources

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ADX Energy raises A$3.58m for European operations

ADX Energy Ltd has secured a A$3.58 million placement, issuing 179.2 million new ordinary shares at A$0.02 with free attaching options exercisable at A$0.03 (expiring 31 December 2027) to fund HOCH-1 shallow gas testing and broader exploration and production activities across Austria and the Sicily Channel. The deal also contemplates additional options and potential dilution, reflecting ongoing investor appetite for European gas plays while outlining near-term catalysts such as farm-in activity and continued resource development.

6 sources

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Mercury NZ Lifts Q4 Margin 33%

Mercury NZ posted a 33% year-on-year jump in Q4 trading margin to NZ$390 million, supported by generation of 2,344 GWh as renewable output rose. The company advanced its renewable pipeline with all Kaiwera Downs Stage 2 turbines installed, Kaiwaikawe start of generation, fast-track consent for Puke Kapo Hau, a $75 million appraisal drilling commitment, and the launch of Flex Rates for customers.

6 sources

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KMD Brands Plans $1.04B FY26 Sales, Divests Facility

KMD Brands’ FY26 trading update shows Kathmandu delivering solid growth of 4.8% in direct-to-consumer sales while Rip Curl faces softer Australian demand and Oboz returns to growth, with group sales guided around NZ$1.04–1.44 billion and EBITDA expected NZ$38–41 million. Net debt is forecast to rise to NZ$63–66 million due to higher working capital and inventory, as the company proceeds with the phased divestment of its Southeast Asian manufacturing facility to strengthen the balance sheet.

5 sources

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Telix Q2 Revenue Up 21% to $247M

Telix Pharmaceuticals reported US$247 million in Q2 2026 group revenue, up 21% year over year and 7% quarter over quarter, with the Precision Medicine unit delivering US$202 million and leading growth. The company reaffirmed FY2026 guidance to exceed US$1 billion, supported by a US$40 million Regeneron inflow, FDA alignment for TLX591-Tx Phase 3, progress in the BiPASS pre-biopsy program, and ongoing manufacturing expansions and strategic initiatives with Regeneron.

6 sources

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Tallering Santy Well Yields Tungsten; CTN Up 11%

Tungsten Mining NL continued to advance its Mt Mulgine tungsten project in Western Australia and highlighted its diversified portfolio of tungsten assets, with the stock rising as investors track ongoing development work. Catalina Resources Limited reported multiple high-grade tungsten intersections at the Santy Well Prospect within the Tallering Project, including standout RC drill results and rock-chip samples, underscoring an expanded and overlooked tungsten potential.

5 sources

Lightning Minerals completes Warby Phase 2 exploration

Lightning Minerals completed Phase 2 exploration at the Warby Tungsten Project, collecting about 90 samples and refining targets ahead of potential drilling late in 2026 or early 2027, with assay results due in August guiding further work. Terrain Minerals reported robust drilling at the Lightning gold prospect in WA's Murchison region, building a 97 RC and 4 diamond hole database and progressing toward a maiden Mineral Resource Estimate, while Waratah Minerals highlighted shallow, near-surface gold intersections at Spur Zone that support near-term development potential.

5 sources

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Evion Group Secures Maniry Graphite Permits Madagascar

Madagascar has granted Evion Group's Maniry graphite project mining permits, completing the conversion of exploration licenses and securing tenure under the new mining code, making Maniry the first critical minerals project approved under the reform. The milestone unlocks financing, offtake deals, and a final investment decision, with EU endorsement of Maniry as a strategic project and continued progress toward development alongside Evion’s Panthera downstream venture in India.

5 sources

FMR Resources' Los Warbos District-Scale Copper-Gold Project

FMR Resources is pursuing district-scale Los Warbos copper-gold projects, with an option to acquire 100% of the Chilean concession portfolio showing high-grade rock-chip results up to 10.77% copper, 4.01 g/t gold, and >100 g/t silver, and a broader strategy to expand its South American assets. The company is also advancing Argentina-focused acquisitions funded by share-based considerations, signaling a diversified growth plan across Chile and Argentina through multiple agreements and issuances.

7 sources

Alkane Resources Plans Maiden Dividend Amid Record Cash

Alkane Resources posted FY26 production of 168,337 gold-equivalent ounces with an all-in sustaining cost of $2,925/oz, supported by a record quarterly cash balance of $454 million and a Q4 output of 42,491 ounces. The company also announced its first-ever fully franked dividend of 2 cents per share and provided FY27 guidance of 163,000–177,000 gold-equivalent ounces at an AISC of $2,900–$3,200/oz, with ongoing exploration highlighting gold-copper mineralisation at Northern Molong.

6 sources