Daily Roundup

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Orcoda Ltd is riding a wave of momentum with 23% year-on-year growth in Annual Recurring Revenue, which climbed to approximately $6.2 million for the year ended 30 June 2026. The real headline, though, is the company's major multi-year contract with Wagner Corporation that kicked off on 1 July 2026, catapulting ARR to around $14.2 million. The company generated $630,000 in net cash from operating activities during the fourth quarter and maintains $3.6 million in available liquidity, positioning it well for continued expansion in FY27.

Over at Atturra Ltd, the company delivered earnings right in line with guidance, posting underlying EBITDA between $30 million and $30.5 million for FY26. Revenue came in slightly softer than expected at $348-352 million due to delayed revenue recognition, though the company demonstrated strong cash conversion with second-half operating cash flow of $22-23 million. There's a cloud on the horizon—a one-off non-cash goodwill impairment of $20-25 million reflecting tough conditions in defence and government sectors. Looking ahead, Atturra is betting on strong organic growth in FY27, fueled by investments in AI, ERP, and Scholarion.

Mastermyne Group punched above its weight in FY26, delivering unaudited revenue of $237.7 million and underlying EBITDA of $20.3 million, both surpassing guidance. The strong second half benefited from robust strata consolidation activity. The company is entering FY27 with serious momentum: an order book of $432 million and a pipeline of $1.5 billion in targeted opportunities, with $823 million considered near-term. Net cash strengthened to $46.5 million from $33.1 million at the end of 2025, giving the company a healthy balance sheet to work with.

Cleanaway Waste Management has tapped Nigel Simonsz as its new Chief Financial Officer, effective 27 July 2026. Simonsz brings deep experience from United Petroleum, Sigma Healthcare, and Australian Agricultural Company. Outgoing CFO Paul Binfield will remain through the first half of FY27 to ensure a smooth handover. On the earnings front, Cleanaway expects FY26 underlying EBIT to land around $470 million, right at the midpoint of its previous guidance.

In the gold sector, Medallion Metals and TG Metals have joined forces on a non-binding ore processing arrangement. Medallion will process approximately 60,000 tonnes of gold-bearing stockpiles from TG Metals' Van Uden Gold Project through its Cosmic Boy Concentrator. The deal provides Medallion with additional processing feed for its Early Production Strategy while generating near-term cashflow for TG Metals. Medallion will recover its operating costs first, then the pair will split pre-tax profits 50:50, with provisional payments made after each batch and a final reconciliation based on actual costs and gold sales.