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Photo: Marek Ślusarczyk (Tupungato) Photo gallery / Wikimedia Commons (CC BY 2.5)

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.

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Photo: Marek Ślusarczyk (Tupungato) Photo gallery / Wikimedia Commons (CC BY 2.5)

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.

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Wesfarmers, SQM Approve Mt Holland Expansion

Wesfarmers and SQM’s Covalent Lithium have approved a major expansion of the Mt Holland lithium project in Western Australia, doubling nameplate production from about 380,000 to 760,000 tonnes per year and adding a second concentrator plus an ore sorting facility. The expansion, costing roughly A$645-715 million for Wesfarmers and targeting first production in H1 2030, aims to lower unit costs and accelerate cash flows, with stockpiled material being unlocked to add about 3 million tonnes of concentrate over the mine’s life.

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Photo: Marek Ślusarczyk (Tupungato) Photo gallery / Wikimedia Commons (CC BY 2.5)

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.

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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.

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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.

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