Daily Roundup

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Aeeris Ltd Delivers Near-Breakeven Quarter, Reinforcing Performance Improvement

Aeeris Ltd has reported a near-breakeven result for Q3 FY26, maintaining financial stability and reinforcing expectations of continued performance improvement. The company continues to actively refine its customer mix, exiting lower-value B2C clients to prioritize enterprise-scale agreements.

While this reduced the company's headline annual recurring revenue (ARR) for the quarter, it has materially improved revenue quality, enhanced scalability and margin, and directed resources toward higher-margin, long-term contracts. This strategic repositioning is evidenced by a 29.5% year-over-year growth in average revenue per customer (ARPC), demonstrating a shift toward fewer, higher-value enterprise relationships.

During the quarter, Aeeris secured new contracts across government, rail, mining, and insurance sectors, aligned with its focus on critical infrastructure and risk-sensitive industries. These sectors require highly reliable alerting services and support long-term recurring revenue while providing expansion opportunities across integrated product offerings.

The appointment of Mr. Henrik Thorup as Executive Chairman, subsequent to quarter-end, signifies a commitment to advancing the company's strategic initiatives, enhancing operational discipline, and expanding enterprise opportunities.

Biome Australia Surges with 1 Million Probiotic Boxes Sold

Biome Australia Ltd has reported strong Q3 FY26 results, with consumer sell-through surpassing 1 million boxes of Activated Probiotics, making it the fastest-growing probiotic brand in Australian pharmacy. The company also commenced the Fullscript Canada national launch, opening North America's largest practitioner distribution channel.

Biome continues to expect FY26 to be profitable, subject to normal trading conditions. The company is well-positioned heading into Q4, with a more active respiratory season beginning to emerge, its largest-ever brand campaign now in market, and the Fullscript Canada launch underway.

Arrow Minerals Expands Footprint with Yarraloola Copper Project Acquisition

Arrow Minerals Ltd has executed an agreement to acquire an 80% interest in the Yarraloola Copper Project in Western Australia's Pilbara region. The project features historical copper mine workings, encouraging drill results, and new high-priority targets identified by Newexco, a leading geophysical consulting group.

Arrow has committed to completing a 2,000-metre RC drilling program on the project in 2026, and the company has received binding commitments to raise $2.25 million to advance exploration activities at Yarraloola.

Oceana Lithium Acquires Global-Scale Rare Earths Project in Brazil

Oceana Lithium Ltd has entered into a binding agreement to acquire 100% of the Serra Negra rare earths (and niobium) Project in Minas Gerais, Brazil. The 10km-wide Serra Negra carbonatite complex is the largest known alkaline carbonatite intrusion in the Alto Paranaíba Igneous Province, a region recognized for hosting major carbonatite-related REE and niobium deposits.

Oceana plans to re-assay the ~8,000m of available historical drill core and undertake an accelerated 20,000m drilling program to define the scale and continuity of the REE mineralization. The company has also received firm commitments for a A$20 million share placement to fund the acquisition and exploration activities.

Antipa Minerals Delivers Multiple New Gold and Copper Discoveries

Antipa Minerals Ltd has completed its CY2025 drilling programme at the Minyari Project, confirming additional resource growth opportunities and broader project-scale discovery upside. Key highlights include the discovery of a new high-grade lode 65m north of Fiama and significant intercepts from the Minyari Northern Repeat drilling, 250m north of the Minyari Deposit.

The company also reported a new copper discovery at Yolanda, 1km west of WACA, and announced an updated Mineral Resource Estimate for the Minyari Project, which increased to 69Mt at 1.33 g/t gold, containing 2.9 Moz of gold. Antipa has a strong cash balance of circa A$47.7 million, which will fully fund the upcoming CY2026 drilling programme.

Arrow Minerals Signs MOU with Soguipami in Guinea

Arrow Minerals Ltd has signed a non-binding Memorandum of Understanding (MOU) with Soguipami, the 100% Guinea Government-owned entity, to support the responsible, timely, and efficient development of Guinea's mineral resources. The MOU aims to provide clarity and certainty around the permits associated with exploration and potential development of the Niagara Bauxite and Simandou North Iron Projects.