Daily Roundup

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Motio Ltd is riding high after a stellar finish to FY26, with record revenue in May and June, capped off by June marking the company's best month ever. The health network expansion is tracking well too, with Motio Drive on track to hit 100 'tops' by late July. Looking ahead, the momentum shows no signs of slowing—forward bookings for Q1 FY27 are up 20.3%, while first-half forward revenue climbed 8.7% with demand spreading across multiple industry categories. Management sees the company positioned for profitable growth as it leverages its established platform into new opportunities.

Over in the resources sector, it's been a productive week for production-focused companies. Boss Energy successfully delivered on its revised FY26 guidance, drumming out 1.41 million pounds of U3O8. The company is now accelerating its feasibility study for Honeymoon, with the updated release targeted for end of August 2026, alongside a refreshed JORC Mineral Resource Estimate. The team is planning an in-person Investor Day for September to walk through the production ramp-up strategy and longer-term development plans.

Vault Minerals wrapped up a strong FY26 with 336,540 ounces of gold, hitting its production guidance squarely. The fourth quarter was particularly impressive, delivering 89,338 ounces—a 14% jump quarter-on-quarter. The company kicked off underground development at Sugar Zone on July 1, which will ramp throughout FY27 ahead of a planned processing plant restart in Q1 FY28. Financially, Vault is in enviable shape with $842 million in cash and bullion, zero debt, and fully unhedged, having generated $219 million in underlying free cash flow during the year.

Catalyst Metals also delivered record results for FY26, posting record quarterly production of 31,812 ounces and annual output of 104,000 ounces—the highest since 2013. The company's cash and bullion position strengthened to A$323 million, up A$46 million since March, while maintaining a debt-free balance sheet with an undrawn A$100 million facility. With Trident ramping up, the company expects to contribute around 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 on the same date.