Daily Roundup

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Wuudagu CNN Infill Drilling Update

VBX Limited has received positive infill drilling assay results from the Wuudagu CNN deposit, with high-grade intercepts that are consistent with previous drilling and support an increase in the confidence of the resource estimate ahead of the Wuudagu Definitive Feasibility Study. The company has received assay results from 28 holes of infill drilling, which included significant intercepts such as 6m at 46.8% Al2O3 and 11.6% SiO2 from surface. VBX is targeting an increase in the confidence of the Wuudagu CNN resource estimate, enabling it to be included in the mine plan for the Wuudagu Definitive Feasibility Study.

Kangankunde MREC Testwork Delivers 97% NdPr Extraction

Lindian Resources provides an update on successful downstream hydrometallurgical testwork for its Kangankunde Rare Earths Project in Malawi. The testwork confirms that the Kangankunde monazite concentrate is a premium feedstock, with a high-grade of 55.9wt% TREO and very low thorium and uranium levels. Conventional sulphuric acid bake and water leach tests achieved 93-97% Nd+Pr extraction, with an estimated overall TREO recovery of 92% and Nd+Pr recovery of 97% from concentrate to MREC. The simple and scalable flowsheet supports attractive operating-cost assumptions and low downstream scale-up risk.

Collins Foods Reports Half Year Results

Collins Foods Limited has reported a 6.6% increase in revenue to $750.3 million and a 29.5% rise in underlying net profit after tax to $30.8 million for the half year ended 12 October 2025. The company has declared an interim dividend of 13.0 cents per share.

Collins Foods delivers record revenues and improved margins

Collins Foods Limited reported a strong set of results for the first half of FY26, with record revenues of $750.3 million, up 6.6%, and improved underlying EBITDA margins of 15.2%, up 59 bps. The company's core Australian KFC business and European operations both delivered earnings growth.

Collins Foods Ltd reports record HY26 results

Collins Foods Limited (ASX: CKF) reported record revenues, margin expansion and earnings growth in its HY26 results, driven by operational excellence and growth in Australia and Europe. The company also announced a fully franked interim dividend of 13.0 cents per share.

AVA Signs Five-Year Supply & Co-Development Agreement with UniKey

AVA Risk Group's BQT division has entered a five-year supply and co-development agreement with UniKey Technologies, a leading U.S. mobile-credential and smart-access technology company. The agreement is expected to generate $4.6 million in revenue for BQT and positions it as a key hardware partner for UniKey.

Verbrec completes acquisition of Alliance Automation

Verbrec Limited has completed the acquisition of Alliance Automation Pty Ltd, a major step-change for Verbrec's capability and services offering. The transaction significantly enhances Verbrec's digital capability and provides opportunities to grow revenues through an expanded service offering to a common client base.