Daily Roundup

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Motio Ltd is riding high after posting record revenue in May and June, with June marking the strongest month in the company's history. The health network expansion is tracking well, with Motio Drive on track to hit 100 'tops' by late July. Looking ahead, forward bookings for Q1 FY27 are up 20.3%, while first-half forward revenue climbed 8.7%, driven by diversified demand across multiple industry categories. The company is positioning itself for profitable growth by leveraging its established platform into new opportunities.

Over in the resources sector, it's been a strong showing across the board. Boss Energy successfully delivered on its revised FY26 production guidance, drumming 1.41 million pounds of U3O8. The company is now accelerating technical studies for its Honeymoon operation, with a new feasibility study and updated mineral resource estimate targeted for release by the end of August. An in-person Investor Day is scheduled for September to walk through the production ramp-up and long-term development strategy.

Vault Minerals also hit its FY26 production targets, delivering 336,540 ounces of gold for the year. The standout was Q4, which saw production jump 14% quarter-on-quarter to 89,338 ounces. The company kicked off underground development at Sugar Zone on July 1, which will ramp up throughout FY27 ahead of a planned processing plant restart in Q1 FY28. Financially, Vault is in excellent shape with $842 million in cash and bullion, no debt, and fully unhedged.

Catalyst Metals Ltd also delivered record results, posting quarterly gold production of 31,812 ounces and full-year production of 104,000 ounces—the highest since 2013. Cash and bullion reserves hit A$323 million, up A$46 million since March, while the company remains debt-free with a A$100 million undrawn facility. With Trident's development progressing, the company expects to contribute 15-20,000 ounces per quarter going forward.

In index news, Qube Holdings is being removed from the S&P/ASX 200 Index effective July 9, 2026, following its acquisition by Rubik Australia Pty Limited. Develop Global Limited will take its place in the index.