Daily Roundup

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Diverse Growth Across ASX-Listed Companies

SDI Ltd Reports Solid Sales Amid Currency Headwinds SDI Ltd announced preliminary unaudited sales of $53.1 million for the six months ending 31 December 2025, up 3.0% on the prior corresponding period. This reflects strong growth in the company's Australian direct export markets, up 11.9% in local currencies. However, sales declined 1.2% after adjusting for currency movements, as the company's amalgam sales continued to weaken, down 19.0% in Australian dollars. Gross profit margins increased to 66.1%, up from 63.5% in the prior period, driven by production efficiencies and a favorable product mix. SDI expects reported net profit after tax to be in the range of $3.5 million to $4.0 million for the half-year.

SSH Strengthens Support for HTM Mine Agreement SSH Group Ltd continues to strengthen its support for the recently executed Mining Agreement between its subsidiary SSH Mining Australia and High-Tech Metals Ltd (HTM). HTM has also signed a non-binding Memorandum of Understanding with Wiluna Mining Corporation to assess potential toll treatment of ore from HTM's Mt Fisher Project. The Mining Agreement with SSH Mining supports ongoing technical studies and mine planning for HTM's project portfolio.

Meteoric Secures Funding Support from Export Finance Australia Meteoric Resources NL has received a non-binding, conditional Letter of Support from Export Finance Australia for up to US$50 million in financing to support the development of its flagship Caldeira Rare Earth Project in Brazil. This funding, combined with a previously announced US$250 million letter of interest from the United States Export Import Bank, provides a solid foundation for the project's financing. Meteoric continues discussions with the Brazilian Development Bank and other strategic partners to further optimize the funding solutions for Caldeira.

Solstice Minerals Expands Drilling Program at Nanadie Solstice Minerals Limited has restarted its Reverse Circulation (RC) drilling program at the 100%-owned Nanadie Copper-Gold Project in Western Australia. The Phase 1 program has been expanded to 6,300 meters based on positive geological observations from the initial 13 holes completed in Q4 2025. The drilling aims to build on the current 150-meter-wide and 900-meter-long disseminated sulphide system and increase the density of drilling within and below the existing mineral resource estimate.

Pacgold Commences Gold Production at White Dam Pacgold Ltd has announced the commencement of gold production and initial cash flow from its White Dam Gold Project in South Australia. Cyanide irrigation is now underway on the heap leach pad, with up to 250,000 tonnes of ore expected to be under irrigation by mid-January 2026. The company's exploration team and drill crews are also mobilizing back to site to resume development drilling at Vertigo, Hannaford, and White Dam North. Pacgold expects to generate initial cash flow from the first batch of ore processed through the heap leach operation within the next 5-6 weeks.