Daily Roundup

Pro Medicus has landed a major contract that underscores the growing demand for cloud-based healthcare imaging solutions. The company's U.S. subsidiary, Visage Imaging, has inked a A$43 million, 7-year deal with Virtua Health, an academic health system in South Jersey. The contract covers implementation of Visage 7, a unified enterprise imaging platform that will be rolled out across Virtua's facilities in the cloud. Rollout kicks off immediately, with go-live targeted for late Q2 or early Q3 2027.

Leadership shake-up at CSL

Over at CSL Limited, the board has appointed Deborah Waterhouse as the new Chief Executive Officer and Managing Director, effective from 1 February 2027. Waterhouse brings more than 25 years of experience managing global specialty pharma companies to the role. She's currently the CEO of ViiV Healthcare, a joint venture majority-owned by GSK, and has previously held senior positions leading GSK's U.S. vaccines and primary care businesses. She'll maintain her base in the U.K. while spending significant time across Australia, the U.S., and other major markets. Gordon Naylor will continue as interim CEO until the transition takes place.

Data centre operator NEXTDC faces infrastructure headwinds

NEXTDC has revised its FY27 guidance downward, citing delays in electricity network works by Jemena that are impacting its M3 Melbourne data centre. The company now expects the next increase in grid supply to arrive in FY28 rather than FY27, pushing back the delivery and billing of contracted capacity. As a result, net revenue guidance has been cut to A$475 million to A$500 million from A$615 million to A$640 million, while Underlying EBITDA guidance has been reduced to A$245 million to A$265 million from A$385 million to A$410 million. Capital expenditure guidance was also trimmed to A$4.5 billion to A$5 billion. The company maintains solid liquidity of A$8.675 billion and remains compliant with its financial covenants. Further updates are expected at the annual general meeting on 20 November 2026.

Gold miner Northern Star reports solid quarter

Northern Star Resources has released its September 2026 quarterly update, reporting gold sold of 364,000 ounces at an all-in sustaining cost of A$3,217 per ounce. The company generated a net mine cashflow of A$210 million for the quarter. A key operational milestone was the completion of the KCGM mill tie-in, which is now in early commissioning stages. Despite some grade and recovery impacts at Pogo and KCGM during the quarter, Northern Star is maintaining its FY27 guidance of 1,500 to 1,650 thousand ounces of gold sold at an AISC of A$3,050 to A$3,450 per ounce. Production is expected to be weighted toward the second half as the expanded KCGM processing facility ramps up. The company had A$1.2 billion in cash and bullion at quarter end.

BSA moves forward with Eonetics acquisition

BSA Ltd has executed a binding agreement to acquire Eonetics, an Australian-developed aerial infrastructure technology business. The deal brings together BSA's national infrastructure services with Eonetics' proprietary tethered-drone platform and software capabilities, creating what the company sees as a synergistic combination for persistent aerial infrastructure solutions. The acquisition is subject to customary conditions including legal due diligence and regulatory approvals, with completion expected shortly after BSA's 2026 annual general meeting. The consideration package includes BSA shares, options, and performance shares, subject to escrow and other conditions.