Daily Roundup

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Aeeris Ltd Delivers Near-Breakeven Q3 Result, Focuses on Enterprise Opportunities

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 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 the quarter end, signifies a commitment to advancing the company's strategic initiatives, enhancing operational discipline, and expanding enterprise opportunities.

Biome Australia Surpasses 1 Million Boxes of Activated Probiotics, Expands into Canada

Biome Australia Ltd has reported strong Q3 FY26 results, with consumer sell-through surpassing 1 million boxes of Activated Probiotics on a rolling 12-month basis. This milestone makes Activated Probiotics the fastest-growing probiotic brand in Australian pharmacy, according to independent scan data.

The company also commenced the Fullscript Canada national launch, opening North America's largest practitioner distribution channel for Activated Probiotics. Biome continues to expect FY26 to be profitable, subject to normal trading conditions.

Biome is well-positioned heading into Q4 FY26, with a more active respiratory season beginning to emerge, the company's largest-ever brand campaign now in market, and the Fullscript Canada launch underway.

Arrow Minerals Expands Footprint in Western Australia and Guinea

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.

The company has also 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, including Arrow's Niagara Bauxite and Simandou North Iron Projects.

To fund the Yarraloola acquisition and exploration activities, Arrow has received binding commitments to raise $2.25 million via a placement, with directors participating in the second tranche.

Oceana Lithium Acquires Global-Scale Rare Earths Project in Brazil, Resumes Trading

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. Assays have confirmed the presence of thick, high-grade REE and niobium mineralization, and Oceana plans to undertake an accelerated 20,000m drilling program to define the scale and continuity of the REE mineralization.

Oceana has also received firm commitments for a A$20 million share placement to fund the acquisition and exploration activities. Additionally, Oceana has been reinstated to ASX quotation following the release of the acquisition announcement and the company's response to an ASX price query.

Antipa Minerals Delivers New Discoveries, Expands Mineral Resource at Minyari

Antipa Minerals Ltd has completed its CY2025 drilling programme at the Minyari Project in Western Australia's Paterson Province, 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. Antipa also reported a new copper discovery at Yolanda, 1km west of WACA.

Subsequent to the quarter, Antipa 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, or 3.6 Moz at 1.62 g/t AuEq, inclusive of 91 kt of copper, 880 koz of silver, and 13 kt of cobalt.