Daily Roundup

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Stakk Makes Major US Acquisition to Boost Digital Trust Platform

Stakk Limited is making a significant push into the digital trust space with its acquisition of U.S.-based ParaScript for US$63.0 million. The deal will substantially expand Stakk's AI-native infrastructure, adding over 100 billion digital interactions annually to its platform. Looking ahead, the combined business is expected to generate pro forma FY2026 revenue of around A$41.3 million with EBITDA of A$12.3 million. The transaction is positioned to be immediately earnings accretive and sets Stakk up to capitalize on a rapidly expanding market—the Digital Trust sector is projected to exceed US$466 billion by 2032. The acquisition remains subject to shareholder approval and customary closing conditions.

Gold Miners Deliver Strong Results as Quarter Wraps

The gold sector is having a solid finish to the financial year. Regis Resources hit the top end of its FY26 production guidance, churning out 379,000 ounces of gold for the year. The June quarter alone saw production jump 12% to 101,500 ounces, demonstrating real momentum heading into the new financial year. The company wrapped up with $1.21 billion in cash and bullion on hand—a $692 million increase over the full year despite paying out $151 million in dividends and $156 million in tax.

Capricorn Metals also nailed its targets at the Karlawinda Gold Project, producing 123,589 ounces for FY26, landing squarely at the upper end of guidance. The June quarter delivered 30,437 ounces, and all-in sustaining costs are tracking within the expected $1,530 to $1,630 per ounce range. Capricorn is now gearing up for commissioning of its Karlawinda Expansion Project in the current quarter.

Greatland Resources went even further, exceeding its FY26 guidance by 6% with production of 328,986 ounces of gold and 14,594 tonnes of copper. The company's cash position strengthened to $1,289 million with zero debt, and it's maintaining full upside exposure to gold prices while holding partial downside protection through put options.

Water Solutions Company Lands Vietnam Contracts

Fluence Corporation has secured two seawater desalination contracts in Vietnam worth approximately US$3.7 million. Working alongside SWater Kankyo Corporation, Fluence will design and supply water treatment plants for Phu Quoc Island that will produce up to 7,500 cubic meters of potable water daily. Both projects are slated for completion before year-end 2026, showcasing the company's ability to deliver on tight timelines while addressing water scarcity challenges in Southeast Asia.

Regis Faces Competing Bid for Vault Merger

A wrinkle has emerged in Regis Resources' merger plans with Vault Minerals. Vault has received a competing proposal from Genesis Minerals that it considers superior under the terms of their merger agreement. Regis now has five business days to decide whether to submit a counterproposal under the matching rights regime outlined in the Scheme Implementation Deed. The company is currently evaluating its options and will respond within the stipulated timeframe.