Stock Market Today: Live Updates 12.08.2026

UK GDP Rises in June As Energy Eases, World Cup and Warm Weather Kick In

August 13, 2026, 3:47 AM EDT. The UK economy grew more than forecast in June after energy prices stopped climbing during the Iran war, and as the men’s Soccer World Cup and hot weather helped push up GDP. Data out Thursday showed firms gained as these trends drove growth.

UK GDP bounced in June, helped by Gulf cea…

Antofagasta Profit Jumps on Higher Copper Prices, Lowers Output Guidance

August 13, 2026, 3:46 AM EDT. Antofagasta reported a 72% jump in first-half pre-tax profit, reaching $2 billion, as copper prices gained 36% to average $6.19 a pound. The Chilean miner’s revenue was up 18% to $4.48 billion, as gold and molybdenum prices also rose. EBITDA rose 27% to $2.84 billion, with margins moving up to 63.4%. Operating cash flow climbed 53%. Still, copper output slipped 9% due to heavy rains, and the company cut its full-year production outlook to 625,000-655,000 tonnes. Antofagasta said it will raise its interim payout by 81% to 30.1 cents. Shares dropped 5% as investors worried about missed production upside in a strong price market. Analyst Duncan Ferris said Antofagasta still faces hurdles capturing all of the gains from the higher demand for copper with current production issues.

Antofagasta profit and dividend surge, but…

Petro Matad Ships Oil After Long Wait, Pushes Ahead in Renewables

August 13, 2026, 3:45 AM EDT. Petro Matad has started shipping oil again after a lengthy delay, moving 48,000 barrels from Block XX under its deal with PetroChina. The company says it’s expecting payment soon now that earlier issues are sorted out. Tight on cash, Petro Matad is holding back on seismic work and well activity. Talks on a farm-out are underway, drawing interest from five mostly Asian parties, with Asian supply issues in the background. On renewables, its SunSteppe JV is moving forward on three Mongolian projects totaling 290 MW-a 90 MW facility with storage, plus two 100 MW plants fast-tracked by the government. Petro Matad says its renewable pipeline now stands at 600 MW as it focuses on Mongolia’s energy sector.

Petro Matad resumes oil sales

Coles Group ASX:COL and Brambles ASX:BXB Shares in Focus for Dividend Investors in 2026

August 13, 2026, 3:34 AM EDT. Coles Group Ltd ASX:COL shares are up 11.1% since early 2025. The dividend yield sits at 2.87%, which is under its five-year average of 3.76%. Coles holds 28% of Australia’s grocery market, with rising dividends even as the stock climbs. Brambles Ltd ASX:BXB trades 21.0% above its 52-week low. Its dividend yield is around 2.60%, not far from the five-year average of 2.66%. Shares in both companies are drawing attention from investors looking for steady dividends in 2026.

I’m keeping an eye on COL shares in 2026

A2 Milk ASX:A2M drops 25% this year, key numbers in focus

August 13, 2026, 3:33 AM EDT. A2 Milk Company Ltd ASX:A2M is down almost 25% so far in 2024. The dairy group, founded in 2000 and known for products with A2 protein aimed at people with digestive problems, posted $1.67 billion in annual revenue and an 11.6% CAGR over three years. Gross margin is running at 45.8%. Net profit grew from $81 million to $168 million in three years, or 27.6% CAGR. The company reports negative net debt of $903 million, more assets than liabilities, and a debt/equity ratio of 5.3%. Return on equity landed at 12.8% in FY24. These numbers may keep A2M on investor watchlists in 2025.

6 key numbers to value A2M shares

Accent Resources jumps 162.5% on magnetite testwork; Firebird gains on manganese milestones

August 13, 2026, 3:32 AM EDT. Accent Resources jumped 162.5% ahead of its second trading halt this week after dry magnetic separation testwork at its WA Magnetite Range project pointed to a possible 60% iron concentrate. Firebird Metals added 24.2% as work continued at its manganese demonstration plant in Perth, where it’s working to commercialise tech that turns manganese concentrate into high-purity manganese sulphate and cathode material. Firebird gets $2m in non-dilutive ARENA funding and has 234Mt in manganese resources. King River Resources, PTR, and EcoGraf also moved higher, helped by action in gold targeting, mineral sands, and graphite offtake. Investors kept buying into Aussie small-cap resources as these companies moved mid-stage projects forward.

Resources Top 5: Accent fires the afterbur…

ASX 200 Closes Down Again as Communication Services Drag; Cleanaway Pops

August 13, 2026, 3:31 AM EDT. The S&P/ASX 200 Index slipped 0.23% to finish at 9,188.5 on Thursday, another weak showing for Australian shares this week. Communication services led declines with a 2.3% drop. Materials, consumer discretionary, gold, energy, industrials and REITs were all weaker too. Utilities bucked the trend, up 2.78%. Tech, consumer staples, healthcare and financials managed small gains. Cleanaway Waste Management Ltd jumped 15.19% to $2.73 after landing a $3.13 offer. ASX Ltd climbed 9.03% to $60.52. U.S. markets were mixed overnight, with the Dow off 0.04% and Nasdaq up 0.54%, but Australian investors weren’t lifted by the move.

Here are the top 10 ASX 200 shares today

ASX Sees Biggest Jump Since 2020 After Trading Surge, Profit Gain

August 13, 2026, 3:30 AM EDT. ASX said underlying annual net profit after tax rose 5.2% to A$536.4 million for the year ended June 30. Stronger trading activity in shifting global markets pushed revenue from its core markets division up 18.6%, with futures and options seeing a 14.4% jump in volumes. ASX hit a record for monthly futures trading and posted its second-busiest equities trading day. Shares climbed 9%, logging the best day since March 2020. Spending tied to tech upgrades and a regulator review stayed in line with forecasts. ASX tapped Euronext’s Anthony Attia as new CEO, with a focus on rebuilding confidence after recent stumbles and regulatory challenges.

ASX logs best day in six years as volatili…

Glencore (LSE: GLEN) nearly doubles in the past year as copper and trading drive gains

August 13, 2026, 3:17 AM EDT. Glencore shares have climbed, turning a £5,000 stake a year ago into about £9,700, before counting the $0.22 per share dividend. The miner gets a lift from being a top copper producer with demand expected from renewables, EVs, and data centers over the coming decade. Its trading arm saw adjusted EBIT jump 142% to $3.3 billion in H1 2026 on volatile markets. Glencore is planning an ASX secondary listing in October to reach Australian pension funds and more investors. But results are still at the mercy of commodity price moves and swings in trading income, keeping risk high for shareholders.

£5,000 invested in Glencore shares a year …

ASX falls 0.23% as CBA slides, Northern Star pushes back on Elliott board shake-up

August 13, 2026, 3:16 AM EDT. The S&P/ASX 200 ended down 0.23%, hit by weaker earnings and a 2.11% fall for Commonwealth Bank (CBA). ANZ rose 4.89%, while Westpac and NAB added more than 1.3% each. Utilities outperformed, helped by Origin Energy’s 5.33% jump. Telstra dropped 3.2% and gold miners lost ground. Northern Star Resources (NST) slipped, even as gold prices stayed high. Elliott Investment Management moved against the Northern Star board, calling for leadership changes. The company, owning Elliott’s 5.35% stake, rejected the call and said Terry Bowen, ex-Jetstar finance head, will chair the audit committee. NST finished up 0.35%.

Closing Bell: ASX dips on earnings season …

Accent Resources Jumps 162.5% After Test Results; Firebird Gains on Plant Update

August 13, 2026, 3:15 AM EDT. Accent Resources (ASX:ACS) shot up 162.5% to 52.5c before being halted, with investors reacting to positive test data for its WA Magnetite Range project showing potential for a high-grade iron product and waste rejection. Firebird Metals (ASX:FRB) rose 24.2% after sharing further progress at its Australian demo plant, moving closer to commissioning. The plant is geared to turn manganese concentrate into high-purity manganese sulphate and cathode material with its own tech, backed by $2 million from ARENA. King River, PTR and EcoGraf also moved higher on project updates in gold, mineral sands and graphite. Smaller resource names found buyers as operational updates rolled out, with little in the way of major fresh news.

Resources Top 5: Accent fires the afterbur…

HomeCo Daily Needs REIT (ASX:HDN) posts FY26 numbers; portfolio value up, sees earnings dip ahead

August 13, 2026, 3:14 AM EDT. HomeCo Daily Needs REIT (ASX:HDN) posted FY26 Funds From Operations (FFO) of $187.1 million, up 2% to $0.09 per unit, in line with its guidance. Distributions were flat at $0.086 per unit. Property Net Operating Income (NOI) climbed 3.6%, with comparable NOI up 4%, as occupancy and rent collection stayed over 99%. Portfolio value jumped more than 10% to $5.2 billion, helped by tighter cap rates and higher income, pushing net tangible assets (NTA) 6.1% higher to $1.56 per unit. Leasing spreads ended positive at 5.9%. Consumer retail sales increased 6%. For FY27, the REIT expects FFO to fall slightly to $0.088 per unit with interest costs rising and debt costs lifting to 5%. Gearing sits at 35.7%. Management will look to lower leverage.

HomeCo Daily Needs REIT (ASX:HDN) (FY 2026…

Alphabet’s 105x SpaceX Bet Lifts Portfolio, But Analysts Warn on Valuation

August 13, 2026, 2:58 AM EDT. Alphabet’s $900 million bet on SpaceX in 2015 soared to a $94.18 billion stake by June 2023, turning into a 105x gain. The holding now makes up 95% of Alphabet’s stock portfolio and helped push its marketable securities to $186.5 billion in Q2, almost double from before. SpaceX shares have dropped 17% since June. Alphabet now stands at a $1.85 trillion market cap. Elon Musk says SpaceX could one day be worth more than the combined global market cap if targets are met. But some market analysts say the outlook is speculative and urge patience given challenges like US tariffs and geopolitical tensions.

SpaceX stock is a 105-bagger for this S&P …

ANZ Shares Up 5% After 3Q FY26 Beats with Higher Cash Profit, NIM

August 13, 2026, 2:33 AM EDT. ANZ Group Holdings Ltd (ASX: ANZ) shares rallied 4.5% after the latest third-quarter FY26 numbers. Cash profit edged 1% higher to NZD 1.9 billion. NIM ticked up to 1.54% from 1.53%. A 12% drop in mortgage applications since the May Budget’s property tax moves didn’t faze traders. Operating income held at NZD 5,607 million and customer deposits gained 2% to NZD 786 billion. The CET1 capital ratio improved to 12.51%. ANZ booked a NZD 125 million provision for a New Zealand class action but trimmed expenses 3% if excluded. CEO Nuno Matos kept FY26 targets for return on tangible equity and cost efficiency, pointing to productivity gains and continued work on Suncorp Bank integration.

ANZ share price rises 5% on 3Q FY26 update

Meridian Mining (OTCQX: MRRDF) lifts cash, advances Cabaçal study to halfway mark

August 13, 2026, 2:31 AM EDT. Meridian Mining (OTCQX: MRRDF) reported cash of USD 96 million and net assets at USD 102 million for mid-2026, both up sharply from USD 42 million last year. The company pulled in CAD 57.5 million and GBP 25 million through equity issues, selling more than 63 million new shares. Its Cabaçal Definitive Feasibility Study has reached almost 50% completion, still aimed for Q4 2026, and Meridian started ordering long-lead items like a SAG mill and transformers. Cabaçal’s measured and indicated open-pittable resources rose to 70.1 million tonnes across gold, copper, and silver. Santa Helena Central posted its first M&I open-pittable resource at 5.3 million tonnes. Meridian moved forward on several fronts this half.

Meridian Mining’s Cabaçal Study Nears 50%;…

Oxford BioDynamics rolls out prostate cancer blood test in UAE via Dubai London Clinics deal

August 13, 2026, 2:29 AM EDT.Oxford BioDynamics has signed a deal with The Dubai London Clinics & Hospitals Group to bring its EpiSwitch PSE prostate cancer blood test to clinics in the UAE. This is the company’s first commercial agreement in the Gulf. Blood is drawn in Dubai, then shipped to Oxford BioDynamics’ UK lab for processing using its current clinical workflow. The partners want more doctors to adopt the test and plan to engage local payers, looking for volumes to ramp up over time. CEO Richard Compton called this an important step for Oxford BioDynamics’ international business and efforts to build awareness of its test.

Oxford BioDynamics takes prostate cancer t…

5 ASX ETFs for Australian Investors to Watch in August

August 13, 2026, 2:27 AM EDT. Australian investors looking to diversify in August have several ASX-listed ETFs to consider. The iShares S&P 500 ETF (IVV) tracks 500 big U.S. names covering tech and healthcare. For tech growth in Asia, Betashares Asia Technology Tigers ETF ASIA holds leading Asian tech stocks, though risk is higher. Betashares Global Robotics and Artificial Intelligence ETF (RBTZ) gives exposure to robotics and AI-focused companies, tapping into efficiency trends. Global X FANG+ ETF (FANG) is heavier on global tech giants in areas like ecommerce, AI, and EVs, so swings can be sharp. Betashares Global Cash Flow Kings ETF (CFLO) picks firms with strong free cash flow, aiming for steady returns and discipline.

5 amazing ASX ETFs for Australian investor…

Computacenter, Antofagasta shares double over 12 months; focus turns to Ceres Power

August 13, 2026, 2:14 AM EDT.Computacenter jumped 112.7% and Antofagasta gained 98% in the last year, more than doubling a hypothetical £8,500 stake to almost £17,455. Those returns look tough to repeat for anyone buying in now. Traders are looking at Ceres Power Holdings in the FTSE 250. Forecasts point to 105% upside, but Ceres is still loss-making after a 60% slide in five years. The company has fresh £103m funding for its solid oxide fuel cell plans. Its balance sheet is called strong, and some analysts are cautiously upbeat, though risks around execution are flagged. Past winners show what’s possible but don’t set a guarantee.

£8,500 invested in these 2 market-beating …

IHG to Cancel 1,000 Shares After New Buyback

August 13, 2026, 2:12 AM EDT. InterContinental Hotels Group (NYSE: IHG) bought back 1,000 ordinary shares on August 12, 2026, paying an average $156.49 each through Goldman Sachs International. The repurchase used the authority from IHG’s May 8, 2025 AGM. The company said it will cancel these shares, dropping the total to 148,562,978 shares in issue, not counting 5,431,782 shares kept in treasury. IHG has done similar buybacks before, drawing mixed reactions in the market. The deal is part of the group’s shareholder return plan and liquidity efforts while IHG shares hold steady in the lodging space.

InterContinental Hotels Group Plans to Can…

Caravel Minerals (ASX:CVV) moves closer to DFS as copper ore reserve jumps

August 13, 2026, 1:57 AM EDT.Caravel Minerals is almost done with its definitive feasibility study (DFS) on the Caravel Copper Project in Western Australia and aims for completion by September. The site now has a 597 million tonne Ore Reserve holding 1.42 million tonnes of copper, with Proven Reserves up 48% since 2022. Management flagged a one-third cut in water demand and said revised mine sequencing could trim capital costs. Updates also out on power, funding, and offtake talks. Mining Plus backs open-pit plans for Bindi and Dasher, with Caravel set on owner mining but considering contractors at the start. Adjustments help shore up the project and reduce early mining risks as Caravel eyes execution.

Caravel Minerals locks in strong copper ca…

Tensions in Iran's Strait of Hormuz Keep Oil Markets on Edge

August 13, 2026, 1:56 AM EDT. Tensions are holding near a stalemate in the Strait of Hormuz, with former President Trump calling it a ‘No War, No Peace’ situation. U.S. sanctions and a naval blockade have cost Iran about $4.8 billion in lost oil revenue. Iran seems content to ride out the pressure, hoping U.S. politics will shift. Brent crude sits just under $88 a barrel on the uncertainty. The International Energy Agency says global oil inventories could fall by 1.8 million barrels per day this quarter, pointing to tight physical supplies, especially for diesel, as refineries in the region struggle. The deadlock is hitting fuel-dependent economies like Australia and adding costs for global markets.

No War, No Peace

Telstra TLS.AX CEO Pay Hits $6.8m After Outage, Up 11%

August 13, 2026, 1:43 AM EDT. Telstra boss Vicki Brady’s pay climbed $700,000 to $6.8 million, even after the telco’s July network outage that hit customers nationwide. The board cut her bonus by 20%, taking $607,000 off after half of calls and data went down across Australia. Net profit rose to $2.4 billion, up from $2.3 billion, with a 21 cent dividend declared. Telstra added 1 million mobile plans and hiked prices on prepaid and postpaid. Brady said the outage and compensation measures didn’t materially affect customer churn. Senior execs had bonuses trimmed by $1.3 million. Telstra axed 1,219 jobs during the year to cut costs.

Telstra CEO gets $700,000 pay rise to $6.8…

Amazon Rolls Out Paid Alexa+ in Australia With DeepSeek AI Integration

August 13, 2026, 1:41 AM EDT. Amazon launched Alexa+ in Australia, asking for AUD 29.99 a month unless users have Prime. The new Alexa knows local slang and can handle bookings and shopping. Alexa+ runs on 70 AI models. Developers get access to China’s DeepSeek AI through AWS Bedrock. Canberra has banned DeepSeek for government, citing security, but Amazon’s Michele Butti said Bedrock is secure. The Alexa+ release comes as Amazon adds same-day delivery for Prime users in Sydney and Melbourne. Amazon, like Apple and Canva, is passing on higher AI costs through subscription fees. The company is pitching Alexa as a rival to ChatGPT, pushing Alexa.com.au as the place for complex AI queries and a more capable assistant.

Amazon launches paid Alexa+ in Australia w…

Unity Metals (ASX:UM1) Spots Intrusion Below Rohav Mountain, New Drill Targets Lined Up

August 13, 2026, 1:39 AM EDT. Unity Metals (ASX:UM1) says it’s found a large magnetite-rich intrusion under its Rohav Mountain gold find in Cambodia, possibly zeroing in on where the gold is coming from. At the Ngot project, early drilling returned 23 meters at 0.9g/t gold, plus a 1 meter hit at 7.9g/t. The newest geophysical data shows sulphide-heavy, silicified zones tied to epithermal gold at the edges of the intrusion. Unity is set to drill these new targets, with follow-up drilling planned for Q4 2026. Surface samples have gone as high as 24.7g/t gold and 206g/t silver, with high-grade pockets shaping up. Local alluvial miners have also turned up angular gold nuggets, backing the idea that the main source sits upstream.

Unity zeroes in on potential source of Roh…

Tomago Aluminium Gets $2.5B Bailout as Government Moves to Protect Jobs, Faces Heat on Costs

August 13, 2026, 1:25 AM EDT. The Australian government is putting $2.5 billion into Tomago Aluminium to keep the country’s biggest smelter running, with about 1,000 jobs and its key apprenticeship program on the line. The rescue splits power costs evenly between state and federal levels, while Rio Tinto will put up $1.1 billion to help with decarbonisation. Critics like opposition leader Angus Taylor slammed it as a “costly subsidy” and blamed failed renewable policies. Energy specialist Tony Wood raised doubts about Tomago’s long-term prospects and future funding risks. The government says the deal is necessary to protect Hunter region jobs and support Australia’s aluminium sector.

$2.5b Tomago Aluminium bailout saves jobs …

Computacenter, Antofagasta shares surged as UK market saw outsized 12-month returns

August 13, 2026, 1:23 AM EDT.Computacenter has jumped 112.7% and Antofagasta is up 98% in the past year, both FTSE 100 names turning a £8,500 stake into almost £17,455. Growth like this in well-known UK income stocks is unusual. But the strong moves aren’t expected to last. Ceres Power Holdings, in the FTSE 250, has lost 60% over five years, still unprofitable despite raising new capital to ramp up production of its solid oxide fuel cell tech. UK stocks are showing a wide range of results.

£8,500 invested in these 2 market-beating …

Telstra (ASX: TLS) shares drop 5% after reporting FY26 results, lifts dividend 11%

August 13, 2026, 1:19 AM EDT. Shares in Telstra Group (ASX: TLS) dropped 5.2% after the company posted its FY26 results. The telecom increased its full-year dividend by 11% to 21 cents per share. Revenue was down 0.8% at A$22.9 billion, though underlying net profit after tax rose 4.9% to A$2.5 billion and underlying EBITDA climbed 4% to A$8.3 billion. Telstra also announced plans for a new on-market share buyback of up to A$1 billion. That follows a A$1.25 billion buyback wrapped up in June. CEO Vicki Brady pointed to the improved capital structure as the reason for the new buyback, saying it would help reduce the cost of capital and back up earnings and dividends. Management is sticking with cost controls and investment under its Connected Future 30 strategy, even after a recent network outage.

Telstra share price drops 5% on FY26 repor…

BOQ, Bendigo Top ASX Bank Dividend Yields; CBA Lags

August 13, 2026, 1:15 AM EDT. Commonwealth Bank of Australia (ASX: CBA) lifted its fully franked dividend by 4%, putting its yield near 3%. Bendigo and Adelaide Bank Ltd (ASX: BEN) and Bank of Queensland Ltd (ASX: BOQ) both offer more, at 5.67% and the highest yield among ASX banks. National Australia Bank Ltd (ASX: NAB) is at 4.12%, Westpac (ASX: WBC) comes in at 4.33%, and ANZ Group Holdings Ltd (ASX: ANZ) has a 4.41% yield, partly franked. Bank shareholders are looking at a mix of yields this earnings season.

Revealed: The ASX bank share with the high…

Telstra (ASX: TLS) details FY26 dividend, payout up 10.5%

August 13, 2026, 1:11 AM EDT. Telstra Group Ltd (ASX: TLS) set its FY26 final dividend at 10.5 cents a share, a 10.5% increase from a year ago, taking the full-year total to 21 cents. The dividend is 90.5% franked, lower than previous years. Telstra’s payout ratio tops 100% of statutory EPS but stays under 100% of cash EPS. Ex-div date is August 26, 2026, with payment on September 24, 2026. Investors need to opt into the dividend reinvestment plan by September 4. Based on current prices, the final dividend yields 2.3% unfranked or 3.1% franked; full-year yield is 4.4% unfranked or 6.1% franked. Telstra also reported EBIT up 1.7% to $4 billion and EPS up 5.3% to 19.9 cents.

Everything you need to know about the Tels…

Aussie Retirees Trip Up on Spending and ETF Choices, Experts Warn

August 13, 2026, 1:07 AM EDT. James O’Reilly and Drew Meredith, speaking on the Australian Retirement Podcast, say retirees often make mistakes like assuming their spending will stay flat. Expenses shift and that can unsettle plans about when to leave the workforce. The two dig into recent superannuation fund numbers and warn retirees not to chase short-term returns. They also point to risks in the growing pool of ETFs listed on the ASX-fees are lower and investing is easier, but the extra options, especially with niche thematic ETFs, could trip up investors. Their advice includes separating basic and discretionary spending and considering big-ticket items like travel, housing, healthcare, and family support. They also walk through how to handle excess super contributions, reminding listeners to follow ATO rules step by step and stay calm.

What retirees get wrong about spending, su…

West Coast Silver (ASX:WCE) extends shallow silver zone at Elizabeth Hill, drilling shows wider near-surface hits

August 13, 2026, 12:55 AM EDT. West Coast Silver (ASX:WCE) has pushed out the shallow silver zone at Elizabeth Hill in the Pilbara, with new drilling intercepts coming in outside the current model. The company says it could boost the 2.8Moz resource grading 617g/t silver. One hole cut 67.1m at 19g/t silver, expanding the lower-grade halo around high-grade patches along the Munni Munni Fault. The 14-hole diamond program targets lifting resources from inferred to indicated and chasing deeper hits. West Coast is planning a new resource update in Q4 and a scoping study after that. The latest results suggest more mineralisation beyond the old mine footprint.

West Coast Silver grows broad near-surface…

Eureka Group picks up Mandurah Coastal Holiday Park for $18.4m

August 13, 2026, 12:53 AM EDT. Eureka Group Holdings (ASX: EGH) said it bought the Mandurah Coastal Holiday Park for $18.4 million. The site, 70 km from Perth, brings 71 permanent homes, rental units, cabins and caravan spots, plus approval for another 66 homes. The price comes to $110,000 a site-under replacement cost-and gives an initial yield of 7.7%. Mandurah is seeing population growth of 3.5% a year and has just 1.6% rental vacancy. Eureka says it’s pushing deeper into affordable rentals in this strong regional market. Settlement is due by the end of the month.

Eureka Group Outlays $18.4m on Mandurah Co…

Alterity (ASX:ATH) wins US patent for ATH434, extends drug IP to 2045

August 13, 2026, 12:51 AM EDT. Alterity Therapeutics (ASX:ATH) said it landed a US composition-of-matter patent for ATH434, its main neurodegeneration drug. The patent extends protection to at least 2045 and covers a crystalline form of ATH434 mesylate, now in Phase II and moving into planned Phase III trials for Multiple System Atrophy (MSA). These patents cover the drug compound itself and bring strong legal coverage. ATH434 aims to tackle neurodegeneration like iron build-up and abnormal protein clumping tied to MSA and Parkinson’s. Phase II data showed efficacy and target engagement, plus safety, and the program holds Fast Track and Orphan Drug status with the FDA. With this patent, ATH434’s legal and clinical pathway is reinforced for possible use in Parkinson’s and other disorders involving alpha-synuclein.

Alterity strengthens IP with new US patent…

Australia Central Bank Says Recent Rate Hikes Are Working

August 13, 2026, 12:37 AM EDT. An official at Australia’s central bank said Thursday the three cash rate hikes from earlier this year are having the planned impact. The higher rates are cooling off consumer spending and putting a brake on economic growth. The bank kept to its view that making borrowing costlier is the right way to slow demand and keep inflation in check. Officials sounded cautiously optimistic about controlling inflation while avoiding a sharper downturn.

Australia central banker says rate hikes w…

Victorian Inquiry Backs ClearVue’s BIPV for Urban Solar Push

August 13, 2026, 12:36 AM EDT. ClearVue Technologies (ASX:CPV) got support from a Victorian Parliamentary inquiry, which backed its claims that building-integrated photovoltaics can ramp up energy generation in apartments. The panel pointed out that façades on mid- and high-rise towers have eight to ten times more area than rooftops, giving more room for solar than panels up top alone. It’s calling for updates to standards and planning to speed up BIPV use and meet energy needs in dense city areas. Chief Strategy Officer Serjana Sadeq said the inquiry recognized the need for façade solar with tight rooftop space. One key recommendation asks the Victorian and federal governments to work with industry on product standards and energy performance rules so more homes can use BIPV.

Victorian Parliament inquiry cites ClearVu…

ASX Limited Q4 2026 Earnings: Transcript Coverage Grows

August 13, 2026, 12:33 AM EDT. The Seeking Alpha transcripts team is adding more coverage on ASX Limited’s Q4 2026 results. The group now releases thousands of earnings call transcripts and says it is building out other transcript projects aimed at giving investors and analysts more access to earnings details. The changes are meant to push better disclosure and help decision-making in the market.

ASX Limited 2026 Q4 – Results

LPE to buy PowerHub for $5.8m, adds 76 sites and 4,642 service points

August 13, 2026, 12:32 AM EDT. Locality Planning Energy (ASX: LPE) is set to pick up Brisbane-based PowerHub Pty Ltd for up to $5.803 million. The purchase brings in 76 sites and 4,642 service points (SPs) across Tasmania, South Australia and Queensland. LPE said its total site count jumps 18.9%, with SPs up 11.6%. Thirty of those sites are active now; another 46 are in the contracted development pipeline. LPE will pay $2.8 million at close, with the balance tied to SP activations over five years. CEO Scott Taylor said the move fits LPE’s push to grow embedded network services and extends its reach outside Queensland. LPE said service disruptions should be minimal through the transition.

Locality Planning Energy Expands into SE A…

ASX lifts FY 2026 revenue, but expenses climb on tech and regulation

August 13, 2026, 12:26 AM EDT. ASX said FY 2026 revenue was up, setting a new high for market activity as tech spending climbed. Operating costs and regulatory bills also increased. For FY 2027, the exchange expects expenses to keep rising, with steady CapEx and continued focus on technology, governance and customer-led upgrades. ASX pointed to a tight balance between growth targets and higher running costs in a tougher regulatory setting.

ASX: Strong revenue growth and tech invest…

Bendigo & Adelaide Bank (BEN) Trades at PE Discount; Sector Model Points to Higher Value

August 13, 2026, 12:23 AM EDT. Bendigo & Adelaide Bank Ltd (ASX: BEN) is trading at $11.11. The bank reported earnings per share of $0.87 for FY24, for a PE ratio of 12.8x. That’s well under the sector average PE of 19x, leaving BEN looking cheap on this measure. Investors often stack up PE ratios across the sector to get a read on value and apply mean reversion logic to see what the stock might be worth if it caught up. By the sector average PE, BEN would price around $16.28. Investors in the bank sector also look at dividends and franking credits, with dividend discount models (DDM) giving another way to estimate value based on future payout streams. These tools reinforce the draw of dividend-focused strategies in Australian banks.

Value the BEN share price using its divide…

ANZ Shares: What to Watch on Valuation Metrics

August 13, 2026, 12:20 AM EDT. ANZ last traded near $37.54. The bank’s net interest margin sits at 1.57%, trailing the ASX major bank average of 1.78%. Return on equity comes in at 9.3%, a touch lower than the sector’s 9.35%. Seek rates ANZ’s workplace at 3.3 out of 5, above the sector average of 3.1 and relevant for staff retention. The CET1 ratio is also in focus as investors track ANZ’s capital cushion for stability and risk management.

4 best numbers to value ANZ shares

ASX ASX posts FY 2026 revenue jump and record volumes, guides for upbeat FY 2027

August 13, 2026, 12:17 AM EDT. ASX Limited ASX logged stronger revenue and set a new high in market volumes for FY 2026, mainly as tech upgrades paid off, even with higher costs and lower statutory profit. For FY 2027, the company sees more gains, pointing to ongoing modernisation spend, firm listings flows and focus on resilience and governance, according to its H2 2026 audio transcript released August 13, 2026.

ASX: Strong revenue growth and record mark…

Coles Group ASX:COL Jumps 10.3% in 2025, Investors Look to Dividend and Steady Demand

August 13, 2026, 12:14 AM EDT. Coles Group Ltd ASX:COL shares have climbed 10.3% since early 2025 as investors stick with household retailers. COL runs more than a quarter of the grocery market, selling food, liquor, fuel and financial services. The company was part of Wesfarmers until 2018 and still runs brands like flybuys and Liquorland. Growth in the sector has slowed, but COL keeps an average 3.76% dividend yield over five years. Consumer staples including COL have held up in downturns and show less price swing on steady demand, helping the stock stand out as a defensive pick for portfolios.

A deep dive into COL shares

Pinnacle (ASX:PIM) holds $2.35m cash, sticks to tough project criteria

August 13, 2026, 12:11 AM EDT. Pinnacle Minerals (ASX:PIM) finished the June quarter with $2.35 million cash and no debt. The company kept a tight grip on spending, looking at critical minerals, precious metals, and battery material projects in Australia, North America, and other regions. Pinnacle didn’t sign any binding deals or pay upfront fees and focused on geological potential, permitting, and capex. Chair Stephen Ross said the company’s focus is on protecting shareholder value in a busy market. Pinnacle is reviewing farm-outs, JVs, and possible divestments for its Capel, Wirrulla, and Adina East projects. Drilling at Capel confirmed heavy mineral sands near surface, and Wirrulla showed rare earths and uranium potential. Pinnacle is still debt-free and waiting for the right deal.

Pinnacle shows discipline with $2.35m cash…

Proteomics International (ASX: PIQ) gets Australian patent for PromarkerEndo test

August 13, 2026, 12:08 AM EDT. Proteomics International Laboratories (ASX: PIQ) said it received notice of acceptance from IP Australia for its PromarkerEndo patent. The move protects its blood test for diagnosing endometriosis with rights until March 2041, covering protein biomarkers that help detect the disease. PromarkerEndo is pitched as a non-invasive alternative to surgery, with strong clinical accuracy cited by the company. This new Australian patent adds to its approvals in the US and Japan as part of a global commercialisation strategy. Proteomics said its test aims to cut down the average seven-year delay in diagnosis and lessen the need for invasive procedures. The group plans to push for more patent coverage in major international markets and sees this as laying ground for deals and possible licensing.

Proteomics International Laboratories Secu…

Xero Ltd ASX:XRO Drops 31% in 2024 as Revenue Surges, Profit Returns

August 13, 2026, 12:05 AM EDT. Xero Ltd ASX:XRO shares are down 30.94% for the year. The New Zealand cloud accounting company posted $1.714 billion revenue, with a 3-year CAGR of 26.4%. Gross margin hit 88.2%. Net profit landed at $175 million, bouncing back after a $9 million loss three years back. Xero holds negative net debt of $306 million, and its debt-to-equity ratio is 87.9%. The company is still pushing into new markets, with the US in focus.

A quick way to value the XRO share price

SafetyCulture now Mitti, shifts to AI-powered workplace insurance

August 12, 2026, 11:50 PM EDT. SafetyCulture has officially changed its name to Mitti and is moving into AI-powered workplace insurance. Founder Luke Anear, who came back as CEO in February, wants Mitti pulling in billions from insurance, software and consumables. The company says AI writes 90% of its code and it’s pushing for 100% AI development soon. At its Surry Hills HQ, Mitti has customer operation setups to help drive practical product ideas. The rebrand comes after steady changes in how clients use its software, from simple checklists to deeper operational tools. Mitti is now running Anthropic’s Opus 4.6 AI model to speed up development and product growth, but says it’s not planning major layoffs.

SafetyCulture rebrands to Mitti as founder…

IAG shares slide 7% as net profit drops even with strong premium growth

August 12, 2026, 11:49 PM EDT. Insurance Australia Group Ltd (IAG) fell 7.3% after the insurer posted a 24.8% drop in full-year net profit to A$1.02 billion for FY26, though gross written premiums increased by A$1.3 billion to A$18.4 billion. Underlying insurance profit edged up to A$1.58 billion but claims climbed to A$12.4 billion. IAG lifted its full-year dividend to 32 cents a share, 80% franked. CEO Nick Hawkins pointed to the management of 65 severe weather events in Australia and 44 in New Zealand and flagged the focus on growth from organic moves and tie-ups with partners like RACQ and RAC. The insurer also cited AI-driven productivity gains, saying it’s looking to boost share across competitive insurance markets.

IAG shares dive 7% on FY26 results despite…

ASX falls as Telstra, IAG weigh after results; Cleanaway jumps on bid

August 12, 2026, 11:34 PM EDT. The S&P/ASX 200 slipped 0.6% with earnings front and center. Telstra shares fell 5% after reporting modest profit growth and keeping its dividend; numbers didn’t clear the bar for some investors. Origin Energy rallied as the top utility, posting 6% profit growth even as revenue dropped 10%. Cleanaway Waste Management soared over 15% after a $9.4 billion takeover bid from EQT Infrastructure. IAG dropped more than 5%, after net profit tumbled 24.8% as natural peril costs rose. Banks were mixed-ANZ added 3% despite flagging a softer home loan pipeline. ASX Ltd jumped 12% after beating profit forecasts with higher trading activity. Market tone stayed cautious as results so far landed somewhere in the middle.

Lunch Wrap: Earnings season draws blood as…

GBM Resources (ASX: GBM) Finds New BXM Host Horizon at Twin Hills, Extends Mineralisation Footprint

August 12, 2026, 11:33 PM EDT. GBM Resources (ASX: GBM) says it’s found a continuous prospective milled matrix breccia (BXM) host horizon at least 700 metres south of the 309 deposit at Twin Hills in Queensland. Stage 2 drilling, more than 25,000 metres, pulled up significant gold intercepts outside the current mineral resource estimates, adding new ground to the mineralisation footprint. Assays showed gold grades of 1.31 grams per tonne over 8 metres in brecciated zones. CEO Daniel Hastings said past drilling wasn’t deep enough to hit this mineralised zone, and that’s changing up the firm’s drilling approach. High-res magnetic data backed up the presence of structures that could host more gold. GBM plans to update its geological models as more assay results come back, looking to grow the Twin Hills resource.

GBM Resources Confirms Prospective Gold Ho…

ASX: DXI offers 7.1% yield; Bell Potter raises target as earnings beat

August 12, 2026, 11:02 PM EDT.Dexus Industria REIT (ASX: DXI) posted FY26 funds from operations at 17.6 cents per security, ahead of its guidance. Distributions hit 16.6 cents. Net profit slipped to $74.4 million as property values fell, but portfolio income was up 5.3% on higher rents and 98.8% occupancy. Active management pushed leasing spreads to 21.4%. The group moved to expand its buyback and kept buying more properties. Bell Potter now tips a 7.1% dividend yield and sets its target at A$2.70, up from A$2.35, on stronger earnings and improved numbers. DXI has a 90-property portfolio and 31.2% gearing, aiming for stable income and the chance for capital gains with markets still uncertain.

For a yield of more than 7% and capital ga…

Morgans Sees Meeka Metals (ASX: MEK) Shares Tripling on Growth Plan

August 12, 2026, 11:01 PM EDT. Morgans put a buy rating on Meeka Metals Ltd (ASX: MEK), calling for a target price of 31 cents-almost three times the current 10.75 cents. Meeka’s Murchison gold project turned out 6,424 ounces in the June quarter, up a bit from March. The company aims to launch a second underground mine at Turnberry in September, switching from open pit to higher-grade underground ore to boost production and cash flow. Cash reserves fell to $38 million, but Meeka holds no debt and Morgans flagged growth potential from more positive drill results at Turnberry. Morgans called the company undervalued based on its assets, strategy, and $328.3 million market capitalization.

This ASX gold producer could almost triple…

ASX Jumps Up to 9.9% Even as Australian Market Slips

August 12, 2026, 10:50 PM EDT. Australia’s main share index slipped 0.3% under light selling pressure, but ASX shares shot up as much as 9.9%. Gains came after ASX posted a stronger annual underlying profit on higher trading volumes. Investors bought into the stock, narrowing in on the company’s results while the rest of the market dropped.

ASX Stole The Show As Australia’s Stock Ma…

ASX Profit Misses Forecasts, Shares Jump on Listings Update as New CEO Arrives

August 12, 2026, 10:49 PM EDT. ASX posted profit below what analysts expected, but the stock jumped as much as 9.9%, its biggest move since March 2020. Investors responded to news of strong demand for new listings. The miss comes just as Elmer Funke Kupper steps in as CEO, raising talk of possible changes at the exchange. The busy listings pipeline could offer growth after the profit miss. Investors are getting mixed signals on ASX’s short-term direction.

ASX Profit Misses Estimates As Next CEO At…

West Coast Silver pushes out silver zone at Elizabeth Hill on new drill results

August 12, 2026, 10:48 PM EDT. West Coast Silver (ASX: WCE) said diamond drilling at its Elizabeth Hill project in Western Australia has extended a broad near-surface silver mineralisation zone. New holes show low to moderate-grade silver over long intervals, with one hit of 67.1 metres at 19 g/t from surface, reaching outside the current mineral resource estimate (MRE). Silver sits in silica-altered granite and quartz-carbonate veins in the Munni Munni Fault Zone, which could increase silver in the ground. Some deeper hits show minor silver where a fault runs through the deposit. Final assays are due out by end of August and will feed into a new MRE and a scoping study now set for Q4 2026, possibly lifting project value.

West Coast Silver Extends Near-Surface Min…

FINEOS (ASX: FCL) Swings to Profit in First Half as Subscription Revenue Climbs

August 12, 2026, 10:47 PM EDT. FINEOS Corporation (ASX: FCL) moved to a statutory net profit of €1.9 million for H1 2026, after a €1.3 million loss a year ago. Revenue rose 7.9% to €72.5 million, fueled by a 15% jump in subscription sales to €41.9 million. Annual recurring revenue reached €87.8 million, up 14.9%, and subscriptions made up 57.8% of total revenue. EBITDA climbed 32.3% to €17.4 million, as operating costs dropped by 2.7%. North America continued to be FINEOS’s biggest market, accounting for 80.5% of turnover and showing a 21.3% gain in cloud subscription fees. CEO Michael Kelly cited positive momentum from cross-sell and up-sell efforts and said he sees ongoing growth ahead. Cash came in at €39.0 million, no debt, and free cash flow hit €10.9 million. Spending less on R&D, now focused on AI and automation, pushed operating leverage and lifted the EBITDA margin to 24.0%.

FINEOS Corporation Returns to Profit as Su…

Nova Minerals (ASX:NVA) pushes Estelle project, eyes U.S. antimony production in 2026

August 12, 2026, 10:46 PM EDT. Nova Minerals (ASX:NVA) is moving fast at its Estelle project in Alaska, working to get antimony production started by 2026. Three diamond drill rigs are running nonstop across areas like Stibium and RPM. The team has already processed over 50 tonnes of stibnite-rich ore at camp. Nova plans to send the ore to the Port MacKenzie pilot plant as it looks to secure a U.S. antimony supply. CEO Christopher Gerteisen said the company is shifting from exploration to execution, with permits moving ahead and road and runway construction in progress. Lab-scale output of military-grade antimony trisulphide and metal shows signs of commercial potential. Equipment is now shipping, which Nova says is a key move in the U.S. push for critical minerals.

Nova Minerals driving Estelle towards anti…

Australian Banks Fall as Weak Housing Weighs

August 12, 2026, 10:37 PM EDT. Shares in Australian banks fell this week after lenders flagged pressure from depressed housing market sentiment. Banks sounded more cautious about profit as housing demand stayed slow. The muted housing market is putting stress on lenders that depend on mortgages, leaving them more exposed.

Housing Market Jitters Grip Australia Bank…

Jefferies Lifts Unilever (ULVR) Target to 3,900p but Sticks to Underperform

August 12, 2026, 10:36 PM EDT.Jefferies bumped its price target for Unilever PLC up to 3,900 pence from 3,800 pence but kept the stock at underperform. The bank cited strong quarterly numbers, though it said much of the beat came from one-offs like World Cup-related demand and stockpiling. Jefferies said those factors could fade, so it’s not confident on sustainable growth. The firm kept a cautious call on Unilever shares.

Jefferies says World Cup and stockpiling f…

Mammoth Minerals (ASX:M79) drills expand Buster gold at Excelsior

August 12, 2026, 10:35 PM EDT. Mammoth Minerals (ASX:M79) said new drill results have pushed out the limits of the Buster gold system at the Excelsior Gold-Silver Project. Managing Director Glenn Poole pointed to shallow gold mineralisation and called the area promising for more exploration. The news may support investor sentiment as Mammoth moves drilling ahead to hit its milestones. Resource estimates could climb, but more drilling is needed to firm up the deposit’s size.

Mammoth Minerals (ASX:M79) Reveals Buster …

ASX posts biggest gain since early 2020 as volatility lifts trading

August 12, 2026, 10:34 PM EDT. The Australian Securities Exchange saw its largest jump since early 2020, with a spike in volatility pushing trading activity higher. The surge has boosted earnings for several sectors. Data from ICE Data Services and FactSet show a marked pickup in moves. The higher volumes point to fresh interest from investors as volatility helped drive profit opportunities.

ASX jumps most since early 2020 as volatil…

Australian ETFs pull in record $6.8 billion in July 2026: Betashares

August 12, 2026, 10:33 PM EDT. Australian ETFs broke new ground in July with net inflows of $6.8 billion, the largest monthly total yet. International equities led demand, with strong buying also seen in fixed income, Australian equities, and multi-asset ETFs. Investors kept up interest in income-focused ETFs as they looked for yield in current markets. The five new records for the month point to more confidence and diversification among ETF buyers, Betashares said in its July 2026 review.

Betashares Australian ETF Review: July 202…

JB Hi-Fi ASX:JBH falls as profits cool; Aristocrat Leisure ASX:ALL lags highs, lifts revenue

August 12, 2026, 10:32 PM EDT. JB Hi-Fi ASX:JBH is down 14.6% so far in 2025 after profit eased, even as FY24 revenue edged up 2.5% to A$9.6 billion. The retailer, focused on cost leadership in Australia and New Zealand, posted a 29.5% return on equity. Aristocrat Leisure ASX:ALL trades 12.9% under its 52-week high. FY24 revenue rose 11.7% to A$6.6 billion, with net profit at A$1.3 billion. Aristocrat, known for its gambling machines, now brings in nearly half its revenue from online games, and reported a 20% ROE. The two stocks show different patterns in growth and returns for investors tracking ASX consumer and gaming names.

JBH and ALL shares: 2 ASX shares to watch

Adavale Resources (ASX:ADD) drills wide gold zones, eyes resource update at London-Victoria

August 12, 2026, 10:31 PM EDT. Adavale Resources (ASX:ADD) reported broad gold intersections from five drill holes at its London-Victoria project in NSW’s Lachlan Fold Belt, with every hole hitting at least 20 meters of mineralisation. The best results included 38 meters grading 0.96g/t gold and another 38 meters at 0.87g/t. Managing Director David Ward said these hits could bulk up the model for a planned mineral resource update, due later this quarter. Assays from ten more holes are outstanding. Adavale is also running metallurgical and geophysical work to back up resource growth and development plans.

Broad gold hits add weight to Adavale’s up…

Evion Group (ASX: EVG) Gets Lift From US-Africa Graphite Legislation

August 12, 2026, 10:30 PM EDT. Evion Group (ASX: EVG) is seeing momentum after the US Senate extended the African Growth and Opportunity Act for three more years. The move aims to make it easier to secure critical minerals out of Africa, including Madagascar where Evion runs graphite projects. The legislation could help Evion’s Madagascan graphite plans, as lawmakers push for simplified trade with African countries. The focus on critical minerals is rising, and Evion could see new market openings out of this. Investors should get their own financial advice. This comes after a StockTake video featuring Evion Group.

StockTake: Evion Group gains US-Africa gra…

ASX Shareholder Moves to Take Former Directors to Court Over Blockchain Failure

August 12, 2026, 10:21 PM EDT. Rosherville Pty Ltd, which holds ASX shares, is seeking a Federal Court OK to sue former ASX directors for breaches tied to the abandoned blockchain CHESS overhaul. The $100 million project kicked off in 2016 and got dumped last year after Accenture found big design flaws. The court hasn’t ruled on whether the case can go ahead. ASIC earlier hit ASX with a $14.4 million fine after suing over claims the exchange misled the market about the project’s progress, which ASX admitted. The investor suit could push the issue of board-level responsibility when costly fintech projects fall apart.

ASX shareholder plans to sue former direct…

ASX Jumps Most Since Early 2020 as Volatility Lifts Trading and Profit

August 12, 2026, 10:20 PM EDT. ASX shares posted their biggest jump since early 2020 after the exchange reported annual underlying profit up more than 5%. The rise came as global volatility drove up trading volumes, sending earnings higher. ASX said the trading boom helped fuel profit growth as investors reacted to shifting markets. The exchange pointed to increased participation as traders moved on market swings.

ASX jumps most since early 2020 as volatil…

BOQ (ASX: BOQ) Trades On Lower PE Than Sector, Valuation Math Shows Upside

August 12, 2026, 10:19 PM EDT. Bank of Queensland (ASX: BOQ) shares are changing hands at about $6.34. Income-seekers are looking at the dividend yields, but the price-earnings (PE) ratio is grabbing attention too. BOQ is on a PE of 15.5, well below the sector’s 19 times. Run the math-take BOQ’s $0.41 earnings per share and stick a sector-average PE on it-you get $7.68, which would mean BOQ trades below what its peers might fetch. ASX-listed banks make up close to a third of the financial market. The simple sector-PE approach gives investors a way in to value shares, even when the outlook is far from clear.

The easiest way to value the BOQ share pri…

SportsHero (ASX: SHO) inks Razer deal, adds 1,000+ games products to HeroPlay in Southeast Asia

August 12, 2026, 10:18 PM EDT.SportsHero (ASX: SHO) signed a distribution deal with Razer to bring more than 1,000 digital gaming products to its HeroPlay app. The move boosts SportsHero’s Southeast Asian reach, rolling in top-up vouchers for games including Mobile Legends, Free Fire, PUBG, and Razer Gold, plus e-pins for PlayStation, Xbox, and Roblox. Integration starts now, with products out this quarter. Razer Gold counts 28 million users over 42,000 games. SportsHero will offer console and PC content, not just mobile subscriptions, and gets new revenue via commissions and margin-sharing with telcos. There are no minimum spending commitments. CEO Tom Lapping called this the first of a series of expected deals to grow HeroPlay. Globally, gaming is worth $205 billion, with vouchers and gift cards at $22 billion, giving SportsHero a shot at new revenue streams.

SportsHero Expands Southeast Asian HeroPla…

Bison Resources (ASX:BSR) wraps up Nevada airborne survey for new drill targets

August 12, 2026, 10:17 PM EDT. Bison Resources (ASX:BSR) finished its first high-resolution airborne magnetic and radiometric survey over its four Elko County, Nevada projects. The survey is designed to help the company pinpoint new drill targets by pulling together the new data with its existing hyperspectral, geochemical and geological results. Bison is using this approach to sharpen resource targeting as it presses ahead with exploration. The company said results will help plan its next drilling work in the region.

StockTake: Bison takes to the air to build…

ANZ, Treasury Wine, Telstra shares shift as profit reports shake up ASX

August 12, 2026, 10:16 PM EDT. ANZ Group Holdings climbed 2.4% to $37.25 after reporting a June quarter cash profit of $1.9 billion, up 1% over the half-year average, even as mortgage applications fell 12%. Treasury Wine Estates moved up 2.2% at $5.62 with net sales revenue at $2.6 billion, a 12.8% lift, and EBITS higher by 19.2%, though it posted a statutory net loss of $1.08 billion after heavy non-operating charges. Telstra dropped 3.6% to $4.82-full-year 2026 underlying EBITDA added 4% to $8.3 billion, revenue slipped 0.8%. The telecom announced a fresh $1 billion buyback and said it expects FY2027 EBITDA to keep growing.

Why is everyone talking about Treasury Win…

Liberty Metals (ASX:LIB) grabs 90% stake in Oko gold projects, enters Guyana's rich district

August 12, 2026, 10:15 PM EDT.Liberty Metals (ASX:LIB) has picked up an option for a 90% interest in the Oko North and Oko South gold projects, which span 180km2 in Guyana’s Oko gold district. The area holds more than 9Moz gold and sits inside the Barama-Mazaruni greenstone belt, with 40 mining permits and strong gold geological targets in the Guiana Shield. A $5 million placement is backing the deal. Liberty is now set up next to G Mining Ventures and G2 Goldfields discoveries, looking to drill ground that’s seen little work and test for hard rock gold. The Oko district recently saw C$3 billion of consolidation, now standing out as a major new gold camp. Director Nicholas Katris called it a rare chance at district-scale value with big upside if they hit.

Liberty locks in large package in Guyana’s

ASX Jumps 5% as Volatility Pushes Trading Higher, Earnings Get a Lift

August 12, 2026, 9:59 PM EDT. ASX shares climbed more than 5% as the exchange operator posted a jump in annual underlying profit, with higher trading during recent market volatility boosting results. It was the biggest one-day move for ASX stock since early 2020. The company continues to deal with trust issues after some operational failures and an S&P Global Ratings downgrade, all as regulators keep up scrutiny.

ASX jumps most since early 2020 as volatil…

Pitt Street Lifts Amaero (ASX: 3DA) Target on Tech Gains and US Defense Work

August 12, 2026, 9:48 PM EDT. Pitt Street Research now sees shares of Amaero Ltd (ASX: 3DA) more than tripling, pushing its target to $1.71 from $1.30. The broker pointed to an expected jump in revenue from $3.8 million to $18.1 million by FY26, calling it “spectacular.” Amaero’s EIGA Premium tech, designed for clean titanium and niobium powder used in 3D printing for aerospace and defense, is a key driver. The company has a $6.5 million contract with the US Department of War, and stands to benefit from the US $1.15 trillion defense spending bill. Pitt Street also pointed out Amaero’s low-cost, high-yield output and few rivals. Shares now fetch 21.5 cents. Market cap is $204.9 million.

This ASX critical minerals producer could …

Challenger Gold Shifts Hualilán Plan to Integrated Mining, Sets Out Construction Timeline

August 12, 2026, 9:46 PM EDT. Challenger Gold (ASX: CEL) is moving away from a small-scale toll processing setup at its Hualilán project in Argentina, opting for an integrated open-pit mining and processing operation. Backed by an A$85 million equity raise and a fresh 35,000-metre diamond drilling campaign, the miner’s updated pre-feasibility study now calls for a 14.25-year mine and 1.84 million ounces gold equivalent produced. The plan is based on an integrated plant using both flotation and heap leach circuits, with a target pre-tax NPV of US$1.45 billion at US$3,500/oz gold. Construction is penciled in for 2027 and Challenger is aiming for production in early 2029. The company said it will use a four-month interim phase to optimise its mine plan and permits, cut tolling costs and boost cash flow.

Challenger Gold Refines Hualilán Strategy …

Zeotech (ASX: ZEO) inks two-year VINCI deal for AusPozz low-carbon concrete trial

August 12, 2026, 9:44 PM EDT. Zeotech (ASX: ZEO) has signed a two-year agreement with VINCI Construction SA to pilot AusPozz, a high-reactivity metakaolin product from Zeotech’s Queensland kaolin project. The move is aimed at cutting Portland cement content and embodied carbon in concrete, and at the same time increasing strength and durability. Third-party testing backed up the additive’s ability to replace as much as 40% of cement, improving compressive strength and reducing shrinkage. CEO James Marsh called it a critical step toward AusPozz commercialisation and growth in sustainable construction markets. Previous pilot work had shown similar gains in underground mining, including better workability and cost benefits, pointing to more upside for the material as a supplementary cement substitute.

Zeotech Signs Deal to Trial AusPozz Cement…

White Cliff Minerals (ASX:WCN) drills copper deeper at Danvers 3, sees more mineralisation

August 12, 2026, 9:42 PM EDT. White Cliff Minerals (ASX:WCN) said it has pushed high-grade copper and silver mineralisation past 280m at its Danvers 3 system in Nunavut. Assays from DAN26030 show 13.86m at 1.98% copper and 10.41 g/t silver, including a 5.45m cut running 4.36% copper. Management points to visible copper sulphides over 11.2 km and says multiple mineralised zones run deeper than before. Troy Whittaker, MD, said these results stretch Danvers 3 further vertical and give stronger geology data. The company is now planning to target thicker and richer zones, focusing along strike and at depth, with new results supporting the view that Danvers 3 could be a bigger copper-silver system both down and across.

White Cliff looks deeper at Danvers as hig…

ASX shares surge as listings outlook lifts ahead of new CEO Attia

August 12, 2026, 9:29 PM EDT. Shares in ASX Ltd. jumped, logging their strongest rise in six years after the exchange operator gave an upbeat forecast for its listings unit. The move comes just before Anthony Attia steps in as CEO next month. The market reaction showed investor confidence in the exchange’s prospects, even though profit missed estimates.

ASX Profit Misses Estimates as Next CEO At…

ASX Gold Stocks Up as Gold Moves Away from Oil

August 12, 2026, 9:28 PM EDT.Gold prices are moving on their own, breaking away from how oil trades. The World Gold Council and research from big firms point to higher demand and tight supply, giving a boost to the gold bull market. Brokers are lifting their calls on ASX gold stocks as they see the rally lasting, even with energy prices swinging. The changes are putting gold in a different spot for investors watching economic and commodity shifts.

Is gold finally oil-proof? Top ASX gold st…

Regener8 finishes ground magnetics survey at Srebrenica North

August 12, 2026, 9:27 PM EDT. Regener8 Resources (ASX:R8R) wrapped up a ground magnetics survey at the Srebrenica North project, covering the Zanik and Chaush prospects. Past samples from these areas returned as much as 412 grams per tonne silver, almost 22% lead, more than 7% zinc and just under 1% antimony. The new survey is meant to improve the company’s understanding of the local geology and help plan next steps. This work is another move forward for Regener8 in the mineral-heavy region.

StockTake: Regener8 wraps up ground survey…

ASX revenue jumps 13.3% to $1.25B; Underlying NPAT climbs 5.2%

August 12, 2026, 9:16 PM EDT. ASX said its revenue rose 13.3% to $1.25 billion, helped by strong listings and tech upgrades. Underlying NPAT was up 5.2%. The company pointed to its push in technology for longer-term stability and efficiency. ASX said the results show its ongoing position in Australian and Asia-Pacific capital markets.

ASX: Revenue up 13.3% to $1.25B; underlyin…

ANZ Q4 June 2026 Profit $1.95 Billion, Stock Up 2%

August 12, 2026, 9:15 PM EDT. ANZ Group Holdings Ltd (ASX: ANZ) posted a $1.95 billion cash profit for the June 2026 quarter, up 2% from a year ago. Operating income was flat at $5.61 billion. Operating expenses rose 1% on the previous half, but fell 4% year on year. Net loans and advances were up 3% to $846 billion, customer deposits increased 2% to $786 billion. Net interest margin (NIM) added 4 basis points on volume growth and portfolio moves. Credit quality slipped, with 0.86% of home loans past due more than 90 days. ANZ said it’s pushing ahead with Suncorp integration and cutting complexity. Shares rose 2% after the results as investors responded to the steady profit growth.

ANZ (ASX:ANZ) share price in focus on $1.9…

BP Trades Near Fair Value as Bulls Weigh Profit Gains, Restructuring

August 12, 2026, 9:14 PM EDT. BP shares are up 124.8% over five years, but the stock now looks roughly fairly valued, not cheap. The shares trade at 20.4x earnings, higher than the oil and gas sector’s 13.3x average, and close to a fair value mark of 21.9x. Management has restructured, sold assets and chased higher-return projects, helping profits climb, yet refinery issues still pose risks. Some investors argue BP’s turnaround and profit gains are mostly in the price, while others still see upside. Over the last year BP returned 35.4%, as the market backed its ongoing pivot and headline profit growth.

Does BP (LSE:BP.) Look Reasonable After It…

AI Hype Runs Into Bubble Talk as Treasury Yields Tick Up

August 12, 2026, 9:13 PM EDT.AI investments are drawing comparisons to earlier manias like the Gold Rush and dot-com days, where excitement drove prices higher before excess and missed earnings sank markets. Market history keeps repeating: overinvestment and corrections. Treasury yields moved up-10-year at 4.701%, up 4 basis points; 30-year up 3 to 5.242%; 2-year up at 4.241%. Some see the move as an early warning of a bust. More data didn’t save investors from bad bets in the dot-com bubble or even policy mistakes like the Iraq war. Analysts are warning again that AI’s promise can’t replace sound economics, especially with signs of speculative risk rising.

Vanishing Midnight Visions

Fauci Invokes Fifth at Senate Hearing on Wuhan Virus, Lawmakers Probe Funding, Origins

August 12, 2026, 9:12 PM EDT. Dr Anthony Fauci, the former NIAID chief, appeared before the Senate Homeland Security Committee on July 29, 2026, to answer questions about the Wuhan virus outbreak from 2020-2023. Fauci pleaded the Fifth 111 times as senators pressed him on claims of misused federal funds tied to medical research possibly connected to the virus and whether he misled the public about its origin. Though President Joe Biden pardoned Fauci to protect him from prosecution, his repeated refusals to answer marked a stark shift from his high-profile role during the pandemic. Senators released diary entries and emails from Fauci dated 2019-22 that show doubts about the virus’s natural origin, running counter to what he said in public, and raising new questions on his actions around lab leak theories and disclosures about gain-of-function research. The session renewed scrutiny over transparency and the government’s handling of the crisis.

The Dr Fauci hearing exposes something big…

Small Caps Lead Morning Moves on ASX; Challenger Gold Deal, Caravel, Bison, Evion in Focus

August 12, 2026, 9:11 PM EDT. Small caps led early action on the ASX, with Identitii up 33%, Xstate Resources up 31%, and Ecograf Limited ahead 29%. On the flip side, Enova Mining, New Age Exploration, and X2M Connect all dropped 20%. Challenger Gold raised A$85 million, eyeing Hualilán in Argentina. Caravel Minerals is almost done with its copper feasibility in WA. Bison Resources finished its Nevada airborne survey and plans drilling. ClearVue Technologies got a nod in a Victorian energy efficiency inquiry. Evion Group’s graphite project got a strategic boost from the US-Africa trade act extension. Nodestream is moving into US defense with advisory support, and Nova Minerals keeps drilling in Alaska.

Morning Feed: What’s cooking on the ASX?

Telstra CEO Brady's Pay Up 11% as 1,200 Jobs Cut, Network Outage Hits

August 12, 2026, 9:02 PM EDT. Telstra CEO Vicki Brady’s total pay jumped 11% to AUD 6.8 million, even as the telco cut 1,200 jobs and suffered a major outage that stopped emergency Triple Zero calls. Headcount dropped 4% to 29,334, with redundancy costs hitting AUD 206 million, up AUD 92 million from last year. Revenue slipped 0.8% to AUD 22.9 billion, but net profit rose 2.7% to AUD 2.4 billion. Cost cuts and a $1 billion share buyback played a big role. After the July outage, Brady took full responsibility and saw her bonus multiplier cut by 20 points, costing her $607,000. Consumer and infrastructure units boosted revenues, offsetting weaker numbers from enterprise and international. The mobile business gained 274,000 wholesale users but lost some retail postpaid subscribers.

Telstra boss lands 11pc pay rise in year o…

ASX Lifts Fiscal 2026 EPS, Tops Estimates

August 12, 2026, 9:01 PM EDT. ASX said underlying EPS came in at AU$2.758 for fiscal 2026, rising from AU$2.629 last year and ahead of FactSet’s AU$2.735 forecast. The exchange also posted higher revenue for the 12 months to June 30, showing solid numbers for the period.

ASX Fiscal 2026 Underlying EPS, Revenue Up

ASX sees revenue, NPAT rise in FY26; upbeat on tech investments

August 12, 2026, 9:00 PM EDT. ASX reported higher revenue and Net Profit After Tax (NPAT) for fiscal 2026. The exchange said it expects momentum to continue, pointing to ongoing technology investments aimed at market infrastructure. Numbers and disclosures are based on filings from ICE Data Services, FactSet, and SEC documents. ASX said its focus on digital projects should help boost growth and keep operations efficient.

ASX: Strong revenue and NPAT growth in FY2…

ASX profit rises on strong trading, stock gains

August 12, 2026, 8:59 PM EDT. The Australian Securities Exchange ASX posted a higher annual profit as robust trading volumes lifted transaction and clearing revenue. Trading was solid across asset classes. ASX shares rose after the result. Investors showed confidence in the exchange’s outlook.

ASX posts higher annual profit on strong t…

ASX Profit Up 5% as Trading Picks Up, Stock Hits Three-Month High

August 12, 2026, 8:58 PM EDT. ASX reported annual underlying net profit after tax of A$536.4 million ($378.86 million) for the year ending June 30, 2026, up more than 5% from A$510 million a year ago. The gain came as higher volatility pushed trading volumes higher. Shares hit their highest level in over three months after the results, with investors reacting to the stronger numbers.

ASX posts higher annual profit on strong t…

ASX Underlying Profit Up Over 5% on Stronger Trading; Shares Hit 3-Month High

August 12, 2026, 8:57 PM EDT. ASX reported annual underlying profit climbed more than 5%, as volatile markets fueled trading volumes. The results pushed ASX shares to a three-month high. Investors reacted to the stronger activity on the exchange.

ASX posts higher annual profit on strong t…

Podium Minerals (ASX:POD) books A$4m SPP, Froneman takes A$200k slice

August 12, 2026, 8:56 PM EDT. Podium Minerals (ASX:POD) has started a fully underwritten share purchase plan aiming to raise A$4 million at A$0.034 per share, which is 17.8% under the five-day VWAP. Chairman Neal Froneman, the ex-Sibanye-Stillwater CEO, is backing the offering by sub-underwriting A$200,000 himself. The money goes mostly to metallurgical testwork and site rehab at Parks Reef; it’s not set aside for a definitive study yet. Management flagged a possible A$2 million follow-on placement for future environmental and study costs, as Podium still looks about 12-18 months away from a decision-ready project. The SPP closes August 28, and shares are set to start trading September 8. Froneman’s involvement adds support but means dilution risk for holders who sit out.

Podium Minerals (ASX:POD) fully underwrite…

Premier Investments (ASX: PMV) drops on sales miss but brokers stay bullish

August 12, 2026, 8:55 PM EDT. Premier Investments (ASX: PMV) shares dropped after the company’s update showed full-year sales fell 2% to $795.5 million, with EBIT now guided at $176 million-down from the previous $183 million. Macquarie and Bell Potter analysts called the selloff overdone and left their bullish targets unchanged, with Bell Potter at A$16.50 and Macquarie at A$15.70, while the stock traded at A$11.96. The brokers are also looking for dividend yields of 6.5% to 7.5%. Management said its loyalty push and Smiggle reset are on track. Premier is shutting its UK Peter Alexander stores but opening more in Australia and New Zealand, sticking to its growth plan and keeping balance sheet strength in focus even as retail conditions stay tough.

Premier Investments shares will go how hig…

ASX Limited ASX issues FY26 dividend notice

August 12, 2026, 8:41 PM EDT. ASX Limited ASX said it has sent out its dividend distribution notice for FY26. The payout applies to ordinary fully paid shares. The company gave this update as part of its regular dividend communications, giving investors a heads-up about expected returns for the fiscal year. Details on payment dates and amounts are still pending, with more information to come in future announcements.

ASX : 2. ASX FY26 notification of dividend…

ASX Limited posts 5% gain in annual underlying profit as costs stay high

August 12, 2026, 8:40 PM EDT. ASX Limited posted a 5% increase in annual underlying profit, helped by heavier equity and futures trading and higher volatility. The exchange also flagged higher ongoing costs tied to regulatory issues and past underinvestment in its market systems. ASX said these challenges remain a drag on future profits, laying out a tough outlook for the Australian exchange as it looks ahead to 2026.

ASX Limited annual profit: Exchange operat…

PM Capital Global Opportunities Fund (ASX: PGF) prices $221M placement, opens SPP for up to $20M

August 12, 2026, 8:39 PM EDT. PM Capital Global Opportunities Fund (ASX: PGF) raised $221 million in a placement, beating its initial target after demand ran high. The fund issued around 72.1 million new shares at $3.07, which was 10.8% below the previous close. These shares come with a 7.5 cent fully franked dividend for H2 FY26. PGF is now running a non-underwritten share purchase plan (SPP), open from Aug 21 to Sept 7, letting eligible holders buy at the same $3.07 price with a cap at $20 million. Funds go to the global equity strategy and are aimed at boosting liquidity and broadening the shareholder base. PGF shares rose 27% over the last year, ahead of the ASX All Ordinaries’ 3% gain.

PM Capital Global Opportunities Fund compl…

Bailador (ASX: BTI) books $6.9M net profit, holds to AI focus with 2.8% return in FY26

August 12, 2026, 8:38 PM EDT. Bailador Technology Investments (ASX: BTI) turned in a $6.9 million net profit after tax for FY26. The tech investor managed a 2.8% post-tax portfolio return as local tech valuations stayed under pressure, and declared a fully franked final dividend at 3.5 cents per share. That figures to a 6.7% annualised cash yield and 9.5% grossed-up yield. Portfolio firms booked $735 million in unaudited revenue, showing 32% weighted growth with recurring revenue running at 82%. Bailador’s private portfolio saw 6.9% gross return, with PropHero, Rosterfy, and Updoc all marking strong valuation gains. The fund took in $25 million from SiteMinder sales at a 36.9% internal rate of return. Distribution policy holds at 4% of pre-tax NTA each year, backed by franking credits. Bailador says it’s sticking with an AI-led, proprietary data and core software tilt looking ahead.

Bailador Technology Investments Navigates …

ASX Net Profit Down 3.5% for FY26, Underlying Profit Up 5.2%

August 12, 2026, 8:24 PM EDT. ASX reported net profit after tax down 3.5% to $484.9 million for FY26, below the $532.84 million analysts expected. Underlying net profit, though, rose 5.2% to $536.4 million. The numbers took a hit from large one-off costs-legal issues with ASIC, ongoing CHESS delays, and a loss on its Sympli exit. Operating revenue came in at $1.25 billion, ahead of forecasts. Board declared a $2.06 dividend per share, as expected, but that’s down from last year. The results show solid business performance but were dragged by those exceptional charges.

ASX net profit drops 3.5% for FY26

Telstra (ASX: TLS) jumps as FY26 earnings climb, $1bn buyback unveiled

August 12, 2026, 8:23 PM EDT. Telstra Group Ltd (ASX: TLS) reported FY26 EBITDAaL up 3% to $8.2 billion, net profit up 2.7% at $2.4 billion. Mobile EBITDA climbed 3% after a 4.8% bump in mobile service revenue and 3.7% lift in average revenue per user. Fixed broadband EBITDA jumped 13.5%, helped by cost discipline and more fixed wireless. Telstra rolled out a $1 billion on-market buyback, moving its capital mix toward more debt. Company sees more underlying earnings growth in FY27 and says it’s sticking with cost control and capital management to drive earnings and dividends, with management saying this supports confidence in the outlook.

Telstra (ASX:TLS) share price in focus on …

Prologis Looks at Segro, Puts Focus on UK Property Discounts

August 12, 2026, 8:22 PM EDT. Prologis is weighing a possible deal for Segro Plc (LSE: SGRO), turning up the debate on how UK-listed property stocks trade at discounts to their assets. The bid would be part shares and part cash, but needs due diligence and an agreement. Segro owns logistics assets across Europe, mainly in cities and data centers-areas seeing a squeeze on land and infrastructure. Segro’s latest property sales beat book value, backing its valuations. Hammerson and Land Securities show the different pressures around capital and asset values in the sector. The potential deal has investors considering how well shares actually track net asset values as rents, occupancy, and prospects in things like data centers shift.

Prologis Approach For SEGRO (LSE: SGRO) Pu…

EV Resources (ASX: EVR) pushes processing-first plan to ramp up antimony output

August 12, 2026, 8:21 PM EDT.EV Resources (ASX: EVR) is betting on a processing-led strategy for antimony at its Los Lirios project in Mexico, aiming to cut the time from exploration to commercial product. The company is leasing a nearby processing plant with low upfront costs, which could help it ship concentrate sooner. EVR reported pit sample assays running as high as 9.9% antimony (Sb). The plan also covers US assets in Nevada, giving the company broader access to non-China critical mineral supply chains. With multiple projects, EVR is looking to avoid a single-mine dependency and speed up timelines, while pursuing scale and upstream-downstream integration as buyers focus more on reliable supply and safe jurisdictions.

EV Resources Building an Antimony Bridge-t…

German Group Files Criminal Complaint Targeting Meta’s Smart Glasses Privacy

August 12, 2026, 8:11 PM EDT. HateAid, a German human rights group, said it has filed a criminal complaint accusing Meta of breaking German privacy rules with its smart glasses. The group says the glasses’ covert recording abilities break laws like the Telecommunications, Digital Services and Data Protection Act, and wants tougher restrictions similar to those on dashcams and bodycams. Meta argues its glasses have privacy safeguards-such as a recording LED and software to catch tampering-but aftermarket tools can get around them. Critics note current privacy law focuses on the wearer, often missing bystanders who may not know they’re recorded. Meta recently dropped dormant facial recognition code after privacy backlash, but AI-powered features still send data from the glasses to Meta, raising more questions about data handling.

German Nonprofit Files Criminal Complaint …

Labour zero-hours contract ban may hit UK firms with £3bn annual bill

August 12, 2026, 8:10 PM EDT. Labour’s plan to scrap zero hours contracts could mean up to £3 billion a year in extra costs for UK businesses. The hospitality sector and youth employment are likely to feel the biggest impact. Employers may see higher staffing bills and less flexibility in covering shifts, especially in industries with unpredictable workloads. Labour says the move would bring fairer working practices. Critics say it risks fewer hires and more pressure on company costs.

Zero hours contract ban could cost busines…

ASX 200 heads for third loss as investors wait on earnings

August 12, 2026, 8:09 PM EDT. The S&P/ASX 200 is on track for a third straight fall, with traders holding back as Telstra, Transurban and Origin Energy prepare to report. Investors are staying cautious ahead of these results that could sway sentiment across the biggest names in the index.

ASX 200 Live Today

Gold Jumps, ASX Gold Stocks in Focus; Lithium, Banks and CSL on the Move

August 12, 2026, 8:08 PM EDT. Gold prices are up, sending gold stocks on the ASX higher as the sector gets strong attention from traders. The ASX 200 is mixed, with lithium, tech and copper shares showing uneven moves. Big banks and CSL are among the most active, playing into the wider action. ChartWatch LIVE tracks the top setups, offering traders technical guidance as volatility hits commodities and leading local names. The session breaks down sector shifts as global conditions keep changing.

Gold price rising again – massive ASX gold…

AstraZeneca, Foresight Group Among Cash Flow Stocks Seen as Undervalued

August 12, 2026, 8:07 PM EDT.AstraZeneca is trading under fair value. The pharma giant posted $61.4 billion in revenue and a 20.8% ROE, with pressure from price caps and rivals but a solid late-stage pipeline. Foresight Group Holdings, an asset manager in renewables and infrastructure, is also on the Undervalued Stocks Based on Cash Flows list, along with another cash flow-heavy name. With investors watching bond yields and changing inflation bets, some see value in cash flow stocks trading below estimates.

AstraZeneca Stock And 2 Cash Flow Picks Tr…

FleetPartners opens books to three suitors as Board weighs takeover bids

August 12, 2026, 8:06 PM EDT.FleetPartners Group Ltd (ASX: FPR) said its Board is giving due diligence access to SG Fleet, Element Fleet Management, and ORIX Corporation, who put in non-binding, indicative proposals to buy the company. The three groups will review FleetPartners’ books under confidentiality agreements and can update their bids. The Board said it might let more bidders in if new offers come. No binding offers yet, and FleetPartners told shareholders not to act now. FleetPartners shares are up 55% in the past year, against a 3% move for the ASX All Ordinaries Index. The Board said it is still considering all proposals with shareholder interests in mind and will give updates if anything material happens.

FleetPartners opens due diligence to would…

ASX 200 Expected Down; S&P 500 Rises on Softer U.S. CPI, Earnings in Focus

August 12, 2026, 7:55 PM EDT.ASX 200 is set to start lower as traders stay wary after the latest U.S. CPI showed softer inflation. The S&P 500 added ground as the inflation reading supported hopes the Fed could ease up on rate hikes. Investors are also watching earnings from Telstra and Amcor for signals before local trade. Markets this morning are tuned in to both inflation data and company results.

Morning Wrap: ASX 200 to fall, S&P 500 hig…

ASX Movers: Avita Medical, Codan, and Premier Investments on Watch

August 12, 2026, 7:54 PM EDT. Avita Medical (AVH), Codan (CDA), Cobre (CBE), PYC Therapeutics (PYC), Accent Group (AX1), Premier Investments (PMV), Tuas (TUA), and Webjet (WJL) stood out in today’s Australian Securities Exchange ASX scan. Stocks covered cross healthcare, mining, retail, and travel. There’s also a look at Australian Mines (AUZ), Cyprium Metals (CYM), Global Lithium Resources (GL1), and others. The scan sums up recent market moves on the ASX. Traders are watching these stocks for possible trades.

ChartWatch ASX Scans: Avita Medical, Codan…

Brazilian Rare Earths (ASX: BRE) puts out $7.9B NPV for Rocha da Rocha project

August 12, 2026, 7:53 PM EDT. Brazilian Rare Earths Ltd (ASX: BRE) released a scoping study for its Rocha da Rocha asset in Bahia, Brazil, showing a post-tax NPV of US$7.9 billion and average annual EBITDA of US$1.4 billion over the mine life. The company calls Rocha da Rocha one of the world’s largest heavy rare earth projects, with an IRR of 89% and payback in 1.1 years. First oxide production would need US$969 million up front, and cash costs are pegged at US$21/kg NdPr equivalent. Development would be staged, starting with early concentrate from a US$91 million investment and using infrastructure at the Camaçari refinery hub. Brazilian Rare Earths wants pre-feasibility done by 2027 and targets oxide sales by 2030-2031, pending approvals and funding. Shares are up 83% in the past year, outpacing the market.

Brazilian Rare Earths unveils Rocha da Roc…

Brokers Tip Xero, Mesoblast, Liontown for 45% to 77% Gains on ASX 200

August 12, 2026, 7:52 PM EDT. The S&P/ASX 200 is up about 6% in 2026, and brokers are pointing to three names for stronger gains. Xero Ltd (ASX: XRO) is down 54% for the year but managed to rally 28% lately. Its average broker target sits at $139.26, implying a 77% upside. Mesoblast Ltd (ASX: MSB), focused on cell therapy, trades at $2.41 after dropping 13% this year, but brokers see it climbing 45% to $3.49. Liontown Ltd (ASX: LTR) rose 22% in August and trades at $1.18, still off 27% year to date. Each stock has broker backing for strong gains over the coming year, supported by solid fundamentals.

3 ASX 200 shares tipped to grow 45% to 75%…

ASX Ltd FY26: 13% Revenue Jump, Tech Spend Lifts Costs, Dividend Announced

August 12, 2026, 7:51 PM EDT. ASX Ltd posted operating revenue of $1.25 billion for FY26, up 13.3%, as activity picked up in cash markets and futures. Underlying NPAT climbed 5.2% to $536.4 million but statutory NPAT dropped 3.5% to $484.9 million. Expenses jumped 21.1% with more spending on tech upgrades and one-off ASIC Inquiry charges. The board declared a final dividend of 104.7 cents per share, up 2.8%, though the full year payout fell 7.5% to 206.5 cents, fully franked. ASX rolled out CHESS Release 1, moving to newer post-trade systems to support bigger volumes. CEO Darren Yip said the company is modernising amid regulatory headwinds and volatile trading. ASX flagged FY27 expenses up 18-21% and expects $180-200 million in capex. The stock trails the ASX 200 by 13% over the past year, but management sees a healthy deal pipeline and more tech improvements to come.

ASX Ltd FY26 results: revenue up 13%, tech…

FINEOS (ASX: FCL) Swings to H1 Profit, Lifts Revenue and Margin

August 12, 2026, 7:50 PM EDT. FINEOS Corporation Holdings (ASX: FCL) posted a 7.9% rise in total revenue to €72.5 million for H1 FY26, moving to a net profit of €1.9 million after a €1.3 million loss a year ago. Subscription revenue increased 15% to €41.9 million, now 57.8% of total revenue. ARR came in at €87.8 million, up 14.9%. EBITDA jumped 32.3% to €17.4 million, with margin up to 24%. The company added new clients in Australia and North America and deepened relationships with current customers, helping drive cross-selling. Operating expenses dropped 2.7% and free cash flow was €10.9 million. CEO Michael Kelly pointed to strong operational milestones and kept a positive outlook, guiding for FY26 revenue in the €147 million to €152 million range.

FINEOS swings to profit in 1H26

Origin Energy tops profit estimate as energy markets offset weak gas

August 12, 2026, 7:44 PM EDT. Origin Energy posted a full-year underlying profit just above what analysts expected. Strong earnings in its energy markets arm helped balance out softer results from the integrated gas business. The company said energy markets delivered most of the growth even as oil-linked gas profits fell.

Australia's Origin Energy beats annual pro…

Treasury Wine Estates (ASX: TWE) tops FY26 EBITS guidance, hit by US write-downs

August 12, 2026, 7:42 PM EDT. Treasury Wine Estates (ASX: TWE) turned in FY26 EBITS of $492.3 million, ahead of its forecast, but the company booked a $1,078.7 million net loss after US impairments of $1.3 billion. Net sales revenue is up 12.8% to $2.6 billion. The group is pushing its ‘TWE Ascent’ transformation aiming for $100 million in cost cuts by FY29, with $40 million eyed for FY27. Leverage spiked to 2.8x net debt/EBITDAS, though management expects this to come down with cash flow and planned asset sales. No dividend this period. For FY27, the company guides for flat EBITS, sticking to its cost and brand priorities. TWE stock has lagged the ASX 200, down nearly 30% over the last year as it navigates changes and market pressure.

Treasury Wine Estates FY26 earnings: Trans…

CBA Shares Edge Down After FY26, Investors Eye Housing Slowdown

August 12, 2026, 7:40 PM EDT. Commonwealth Bank of Australia (CBA) shares slipped to $172.72 after its FY26 report came out. The bank posted gains in home, business lending, consumer finance, and deposits, a performance no major Australian rival has matched in 15 years. The bank picked up share in business lending and lifted fully franked dividends 4% to $5.05, as management kept a confident tone. Still, housing loan applications have dropped 15% since May, with arrears and impairment charges rising on the back of higher costs and rates. CBA says capital and credit quality remain strong. Housing trends could put more pressure here, but the bank’s profit mix and fatter dividend keep the outlook constructive for now.

Are CBA shares a buy after its results?

Propel Funeral Partners (ASX: PFP), Integral Diagnostics (ASX: IDX) Expected to Jump Over 40% in 12 Months

August 12, 2026, 7:38 PM EDT. Propel Funeral Partners (ASX: PFP) and Integral Diagnostics (ASX: IDX) could see their share prices rise more than 40% over the next year, based on analyst ratings compiled by CMC Invest. Propel operates more than 200 funeral service sites across Australia and New Zealand and has an average price target pointing to a 41% gain, helped by volume growth and recent acquisitions. For Integral Diagnostics, which is in medical imaging, analysts see 25% revenue growth and a 50% lift in net profit after tax for FY26, backing a 42% upside in the shares. Both stocks are flagged as offering strong growth chances and still look undervalued in their sectors.

2 ASX shares tipped to grow 40% or more in…

Pro Medicus, DroneShield shares show growth prospects for different reasons

August 12, 2026, 7:36 PM EDT. Pro Medicus Ltd (ASX: PME) is pushing further into the US with its Visage imaging software, building its presence in big integrated health networks and expanding its product line. The company runs on a transaction-based model and is seeing more US hospitals sign up, which could mean more growth ahead. DroneShield Ltd (ASX: DRO) is focusing on the counter-drone market, with $206 million in contracted revenue for FY26-almost the same as its FY25 total with time left in the year. Demand is climbing, so DroneShield is increasing manufacturing capability worldwide, eyeing up to $2.4 billion in demand by 2026. Pro Medicus is a healthcare software play with steady growth, while DroneShield is a riskier bet in defense that could pay off.

Why I'd buy and hold Pro Medicus and Drone…

UK housing sales, demand still weak, RICS says

August 12, 2026, 7:34 PM EDT. The Royal Institution of Chartered Surveyors (RICS) said the UK housing market is still soft, with demand and sales both flat. Near-term sales outlooks are up a bit but still negative at -14%. Projections for the next twelve months are just above zero at +3%. New selling instructions improved to -4%, so supply seems steadier, but listings are still limited. National house prices slid again with a balance at -30%. That’s slightly better than before, but drops keep outnumbering gains. Price falls are bigger in London and the South East. Northern Ireland moved the other way with rising prices. Over the next three months, price outlooks stay weak at -31%. The twelve-month view is a little brighter at +4%. For London, the year-ahead price forecast dropped further to -23%.

UK housing market remains subdued as deman…

CSL (ASX: CSL) Trades Below Peers on Recovery Concerns, Bull Case Still in Play

August 12, 2026, 7:18 PM EDT. CSL Ltd (ASX: CSL) has bounced from lows around $90, now trading near $138.44, but the stock is still below where it was. Shares sit at a 17 times price-to-earnings (PE) ratio based on forecast earnings for FY26 and FY27, which is lower than the biotech sector median PE of 22.5 and well below Eli Lilly at about 30. The discount reflects issues for CSL-cut guidance for FY26, softer albumin prices in China, more impairments, plus questions around leadership. Still, CSL’s base in immunoglobulin, plasma, and vaccines supports its longer-term growth story. The company sees demand running mid-to-high-single digits as unmet medical need remains a driver. The market is pricing in the uncertainty, but some see value in CSL shares with FY26 results coming August 18.

Are CSL shares dirt cheap and a strong buy…

Coles (ASX: COL) and WAM Leaders (ASX: WLE) flagged for strong dividend yields

August 12, 2026, 7:17 PM EDT. Coles Group Ltd (ASX: COL) and WAM Leaders Ltd (ASX: WLE) are showing up on watchlists for dividend yields and steady payout growth, drawing passive income investors. Coles, Australia’s No. 2 supermarket operator, has raised dividends every year since FY19 and is on track for a projected FY27 dividend yield of 4.9% with franking credits, which could help cut tax bills. WAM Leaders, a listed investment company with a blue-chip-heavy portfolio including Wesfarmers and BHP, has pushed dividends higher each year since FY17 and is tipped to give a grossed-up yield of 10.2% for FY26. The fund has averaged a 12.1% annual return since 2016, beating the ASX. Both stocks are examples of the kind of income stability blue-chip shares can offer.

2 ASX blue-chip shares offering big divide…

Wall Street Gains After US Inflation Print; ASX Set to Open Lower

August 12, 2026, 7:02 PM EDT.Wall Street moved up after July US inflation came in at 3.4% year-on-year, right in line with forecasts, leaving the Federal Reserve on hold for September. The S&P 500 finished 0.3% higher, the Nasdaq added 1.0%, while the Dow barely moved. AI-focused names like CoreWeave-up 19%-along with data center firms and chipmakers such as Nvidia and Micron, led the gains. Looking to Australia, ASX futures signaled a 0.2% drop at the open. The inflation number together with a weak jobs reading pushed the odds of a September Fed rate hike below 50%, steadying rates and the US dollar. Oil was little changed with no new headlines out of the Middle East.

Live: Wall Street edges higher on US infla…

BHP Soars 38.7% in 2025 on Materials Rally

August 12, 2026, 7:01 PM EDT. BHP Group Ltd ASX:BHP is up 38.7% in 2025 as buyers chase commodities like copper, iron ore and coal. The diversified miner has a five-year average dividend yield of 6.86%, though its latest payout is down to 3.45%. The S&P/ASX200 Materials Index has beaten the main market, with a five-year annual return of 7.18%, ahead of the ASX 200’s 3.96%. Analysts say investors are putting cash into materials shares like BHP on hopes for metals demand in the renewables shift, with supply chains for EVs and solar in focus. Even with shrinking dividend yields, BHP is still held by major ETFs and super funds, showing faith in its long-term outlook as commodity demand changes.

BHP share price: why investors like materi…

Wall Street Giants See Staying Power in Nvidia's AI Chips

August 12, 2026, 6:47 PM EDT.Wall Street giants and private capital firms are betting Nvidia’s AI chips will hang on to their value for the long haul, staking money on hardware that sits at the center of artificial intelligence. Even with regular tech market swings, these investors expect steady demand for Nvidia’s chips and don’t see the usual slide in value that hits most tech gear. They say Nvidia is at the heart of the AI surge, with the market showing confidence in the staying power of AI hardware.

Wall Street giants bet Nvidia’s AI chips w…

Megaport (ASX: MP1) jumps 100% in three months, analysts split on next move

August 12, 2026, 6:46 PM EDT. Megaport Ltd (ASX: MP1) shares have soared more than 100% in the last three months, hitting A$20.18 after closing a capital raise at A$14.30 per share. The cloud firm booked A$458.9 million in new contracts and unveiled a $350 million plan for an on-demand GPU pool for AI infrastructure. UBS set Megaport’s valuation at A$4.7 billion with a price target at A$24.20, noting solid demand and better contract margins. CEO Michael Reid pointed to AI inference as a core growth engine. Even with the surge, some analysts aren’t convinced-several are leaving Megaport out of their best buys list.

Megaport shares are up more than 100% in 3…

BHP (ASX: BHP) Near Highs—Copper and Potash in Focus for Growth

August 12, 2026, 6:45 PM EDT. BHP Group Ltd (ASX: BHP) trades around $63.45, close to record levels. Even with the run-up, a $10,000 buy still gets attention from long-term investors. BHP has pivoted toward copper, now the biggest earnings contributor. Copper accounted for more than half of underlying profits in H1 FY26. Demand for copper is set to climb, with needs from electricity, renewables, EV production, and data centre growth. Annual copper use could jump from 34 million tonnes to over 50 million by 2050. BHP is putting money into new copper projects in Chile, South Australia, Argentina, and the U.S. Iron ore is still a foundation, generating strong cash flow, and BHP remains the industry’s low-cost leader. The Jansen potash project in Canada will push BHP into agriculture, as food security gets more attention. All of this is reshaping BHP’s growth path heading toward the 2030s.

Why I'd invest $10,000 in BHP shares now

Solar Power Nation under fire after $30,000 system draws safety complaints

August 12, 2026, 6:31 PM EDT. Adrian Goodfellow says his $30,000 solar system from Solar Power Nation still doesn’t work nearly five months after installation and calls the work unsafe. The company, which is billed as Australia’s top solar retailer and works in five states with backing from sports stars, is being called out over cracked concrete, misaligned panels, and other issues Goodfellow flagged. A third-party inspection found the job “substandard” and flagged urgent safety problems, falling short of Clean Energy Council guidelines. The government’s Cheaper Home Batteries Program had fueled demand as subsidy rules shifted, pushing installers. Solar Power Nation says it fixed some problems but disputes other claims. This case is raising new questions about risks as the solar market grows fast under changing subsidies and could draw regulator attention.

Australia's 'number one' solar retailer fa…

WAM pegs Artrya, Advanced Innergy as ASX stocks to watch

August 12, 2026, 6:29 PM EDT. Wilson Asset Management (WAM) called out Artrya Ltd (ASX: AYA) and Advanced Innergy Holdings Ltd (ASX: AIH) for possible growth. Artrya, which uses AI for coronary disease diagnosis, saw its shares fall in July after investor nerves and weak AI sentiment, but it’s moving into the US and waiting on an FDA decision. Advanced Innergy, in insulation and fire protection for the energy and industrial markets, came under share price pressure after a $90 million buy of Matrix Composites, with the market wary about earnings and more debt. Still, WAM says AIH could post earnings growth, citing the pipeline of orders and possible integration benefits.

This fund manager thinks these ASX shares …

FTSE 100 slips 0.2% to 10,821 as blue-chips lose ground alongside weaker Europe

August 12, 2026, 6:18 PM EDT. FTSE 100 fell 0.2% to end at 10,821.51, staying above the 10,800 level for UK large-caps. The index gave up an early 0.3% gain as afternoon selling turned it lower. Paris’s CAC 40 dropped 0.58% and Germany’s DAX was also lower. The FTSE held up better than peers, trading in a narrow range as investors weighed mixed earnings and a murky Bank of England rate path.

FTSE 100 Closes at 10,821 as European Mark…

FTSE 100 Slips for Third Session as Middle East Worries Drag; Balfour Beatty Jumps to Record

August 12, 2026, 6:17 PM EDT. The FTSE 100 dropped for a third straight day on Wednesday, ending down 0.1% at 10,833.15 as investors stayed cautious over Middle East tensions. The FTSE 250 added 0.1% to 24,814.88. Balfour Beatty jumped to a record after it lifted its annual earnings forecast, standing out in an uncertain market.

FTSE 100 falls for third straight session;…

FTSE Russell sets changes for Residential Secure Income, Living REIT in key indices

August 12, 2026, 6:16 PM EDT. FTSE Russell said it will make index changes for Residential Secure Income and Living REIT, two UK-listed names. Index adjustments are due on 13 August 2026, with trading from 20 August 2026. Several benchmarks will be affected, including FTSE SmallCap, FTSE All-Share, FTSE All-Share ex Multinationals, and FTSE All-Small. The move follows completion of share distribution. FTSE Russell advised market participants to check their website or contact them for more. The updates affect UK property investment trusts in the FTSE indices.

REG – FTSE Russell Residential Secure Livi…

Australia greenlights $2.5bn Tomago smelter rescue; tech firms face news fee law

August 12, 2026, 6:15 PM EDT. Australia signed off on a $2.5 billion bailout to keep the Tomago aluminium smelter running through 2039, aiming to cover expensive coal power with new renewables. Industry Minister Tim Ayres said the package is about shoring up national industrial capability and economic resilience. Separately, Canberra has put forward rules requiring tech companies to pay for news content after late-stage tweaks won support across parliament. Migration and housing policy also triggered Coalition infighting, with Andrew Bragg backing migration cuts to ease housing costs. The government is pressing on energy, industry, digital regulation, and migration.

Australia politics live: tech giants face …

L1 Long Short Fund (ASX: LSF) Dividend Yield Matches Age Pension Income

August 12, 2026, 6:14 PM EDT. L1 Long Short Fund Ltd (ASX: LSF) is a listed investment company with a contrarian approach and a high-yield dividend similar to the Australian Age Pension. Over five years, the fund has averaged 16.9% in returns and has lifted its dividend every quarter since 2021. LSF posts a 4.8% grossed-up dividend yield, counting franking credits. Its strategy covers materials, industrials and communication stocks, plus short selling to limit downturn hits. Dividend payouts are kept up alongside some retained profits which has led to 78% share price growth in five years. Directors now see a further 10% dividend rise for FY27. LSF stands out for income-focused investors on the ASX.

134,814 shares of this high-yield ASX divi…

Bell Potter Cuts Seek Ltd to Hold After Weak Outlook, Price Target Lowered

August 12, 2026, 5:53 PM EDT. Seek Ltd (ASX: SEK) shares are down 45% for the year, near the bottom of the ASX 200. Bell Potter slashed its rating on Seek from ‘buy’ to ‘hold’ after weak FY26 guidance. Even with adjusted EPS up 29% and the dividend up 13%, the company expects job ads in Australia and New Zealand to fall in the mid-single digits as headwinds persist. Bell Potter also reduced its price target to A$15.20 from A$18.58 and lowered earnings estimates. The broker flagged up to A$1 billion in asset sales could be used to cut debt or return capital. Bell Potter told clients to wait for clearer signs from the job market or sentiment before buying, saying macro risks could still drag on the stock.

Why Bell Potter just downgraded this popul…

ASX to Open Lower as U.S. CPI Slows; Nvidia Lifts Nasdaq, SpaceX Jumps

August 12, 2026, 5:43 PM EDT. S&P/ASX 200 futures are down 0.2% ahead of the open, pointing to a quiet start for Australian stocks. U.S. CPI rose 0.1% in July, cooling annual inflation to 3.4% and easing worries about more rate hikes. The Nasdaq closed at a one-month high as Nvidia jumped 3% on strong chip demand. SpaceX shares rallied 10% after Elon Musk said AI will drive more revenue than any other division by September, helped by new deals with Anthropic and Google. Cisco beat sales forecasts for Q1 but fell 4% in extended trading. The U.S. Treasury logged a US$432 billion budget deficit for July, bringing the total gap to US$1.8 trillion for the year. Investors are watching for results from ASX Ltd, IAG Insurance, Origin Energy, and Telstra.

Rise and Shine: Everything you need to kno…

UBS, RBC Lift Targets on AGL After Profit Jump and Dividend Hike

August 12, 2026, 5:41 PM EDT. AGL Ltd posted a net profit of $756 million, up sharply on last year. The board bumped its dividend to 26 cents per share. Shares have fallen more than 15% over the last 12 months, but brokers UBS and RBC Capital Markets moved their price targets higher to $10.40 and $11, pointing to stronger-than-expected earnings outlook and the improved payout. AGL’s EBITDA guidance for FY27 sits in the $1.9 billion to $2.2 billion range. UBS called out upside risk to medium-term EPS, while RBC flagged that earnings missed slightly but the dividend was solid. Market cap is about $5.54 billion. Investors are watching if AGL can keep up cost controls and growth as conditions get tougher.

How high do brokers think AGL shares will …

Westpac Banking Corp (WBC) Share Price Trades Near $35, Valuation Below Sector Average

August 12, 2026, 5:26 PM EDT. Westpac Banking Corp (ASX: WBC) shares last traded near $35.37, putting the stock on a P/E of 18.4x using FY24 EPS of $1.92. That sits a bit under the banking sector average P/E of 19x. Australian banks like WBC hold an oligopoly and often draw in buyers looking for dividends and franking credits. Income-focused investors tend to favor them. A standard way to value WBC is to compare its P/E against the sector and look for mean reversion. Still, some analysts warn P/E alone isn’t enough and say a deeper look is needed, given how the market and sector are shifting.

WBC share price at $35: here’s how I would…

WOW soars, FLT climbs: ASX investors eye dividend yield and pricing

August 12, 2026, 5:25 PM EDT.Woolworths Group Ltd (ASX: WOW) shares are up 34.1% since early 2025, as its grip on more than a third of the Australian grocery sector drives gains. WOW is offering a 3.65% dividend yield, higher than its five-year average, supported by steady staples sales and known for regular payouts. Flight Centre Travel Group Ltd (ASX: FLT) has bounced 37.4% off its 52-week lows. FLT is trading at a price-sales ratio of 1.00x, down from a 3.42x five-year average. Analysts watch WOW’s payout for stability, while FLT’s lower multiple points to possible undervaluation for a growth player.

WOW and Flight Centre Travel Group Ltd: 2 …

Sydney Airport Hit by Major Delays as Staffing Crisis and Near-Miss Raise Safety Concerns

August 12, 2026, 5:13 PM EDT. Flights at Sydney airport were delayed after a near-miss between a Jetstar and a Qatar Airways jet. The event puts more pressure on Airservices Australia, which is short-staffed after a 2021 redundancy push during the pandemic. Fewer experienced controllers and slow hiring are straining operations in spite of strong pay. Union reps say air traffic controllers are covering gaps with long overtime stints, leaving them tired and causing wider flight spacing. Recent staff call-outs already triggered delays across the country. Airservices is also rolling out a new flight-tracking system and trying to deal with negative workplace culture, after 27% of staff reported bullying last year.

What’s behind Sydney airport’s heavy delay…

UK firms could see costs of up to £3bn a year from zero-hours contract rules

August 12, 2026, 5:12 PM EDT. UK companies may have to cover as much as £3 billion each year if the proposed zero-hours contract changes go through. Out of that, about £1.2 billion would come from new rules making businesses pay staff for cancelled shifts, a move that aims to give workers on flexible contracts more security.

Changes to zero-hours contracts could cost…

Junior Copper Miners Say Valuations Lag Even as Copper Hits US$14,000

August 12, 2026, 5:11 PM EDT.Copper prices jumped above US$14,000 per tonne, lifted by demand for AI tech and electrification. Junior copper developers like Aeris, QMines, and 29Metals told the Diggers and Dealers forum in Kalgoorlie their projects are still trading below value even as prices climb. Aeris Resources, which runs the Tritton mine and has a market cap of US$636 million, is down about 27% so far this year. Executives said supply is tight and demand is set to stay strong, citing the International Energy Agency (IEA) forecast for as much as a 30% supply gap by 2035. Juniors are planning more expansion and acquisitions to ramp up output and shrink the gap with bigger players, hoping to play a bigger role in filling future shortages.

Junior copper developers aim to bridge val…

Analysts See Upside for Oversold IDP Education (IEL) and WiseTech (WTC) on ASX

August 12, 2026, 5:10 PM EDT. Australian shares bounced as inflation pressure and global swings eased. Two oversold names, IDP Education Ltd (IEL) and WiseTech Global Ltd (WTC), have caught broker attention. IDP has fallen 66% since January, last at $2.16 on tighter visa rules and fewer student placements. But analysts stick with an $4 target, implying 85% upside if estimates pan out. WiseTech shares slumped 65% year-on-year to $40.43, hit by a broader tech selloff and governance questions. Despite that, brokers have been positive going into FY26, calling for a 69% rally to $68.12. Both stocks could see strong gains if the forecasts are right.

These 2 oversold ASX shares look super che…

SKS Technologies (ASX: SKS) up 250% for the year, Canaccord sticks with buy

August 12, 2026, 5:09 PM EDT.SKS Technologies (ASX: SKS) has jumped almost 250% over the past year, far ahead of the All Ordinaries Index, which is up just 2.6%. The electrical and AV systems firm, which focuses on data centres and government projects, continues to see gains from the AI boom. SKS lifted its profit guidance by 15.6% to $39.3 million and posted a small revenue rise to $347.9 million. Shares rose another 6.5% Friday to $9.23. The stock is currently yielding 0.9% fully franked. Canaccord Genuity flagged stronger margins and operating leverage, expects more profit growth to come, and kept its buy call with a raised target of $10.30-about 11% upside from here.

Up 250%! Broker tips this dividend paying …

Wia Gold (ASX: WIA) lifts $125m for Kokoseb project after resource boost

August 12, 2026, 4:58 PM EDT. Wia Gold Ltd (ASX: WIA) raised $125 million at $0.425 a share to back its Kokoseb Gold Project in Namibia, moving ahead after a stronger Definitive Feasibility Study and reporting its Mineral Resource up 29%. The project has a 1.95Moz Probable Ore Reserve and a planned 14-year mine life, with first gold targeted for Q4 2028. Financing also calls for a proposed US$360 million debt deal from Sprott to cover pre-production costs. Shareholders are due to vote on the placement by late 2026. Over the last year shares have gained 32%, beating the ASX All Ordinaries index as investors remain bullish on Kokoseb.

Wia Gold completes $125m placement to fund…

Fortescue (ASX: FMG): $10,000 Could Return Less Income in 2027, Morgan Stanley Says

August 12, 2026, 4:57 PM EDT. A $10,000 investment in Fortescue Ltd (ASX: FMG) could bring in about $330 in passive income in 2027-lower than the $590 collected last year. The trailing yield was 6.78%, but Morgan Stanley projects a sharp cut, expecting just 60.6 cents per share paid out in FY27. That lines up with a 45% expected drop in earnings. Costs are moving higher too, with production expenses seen up 13% from inflation and operational pressures. The broker notes Fortescue’s balance sheet remains solid but expects dividend payments may rely more on debt. Morgan Stanley is now calling for yields of 3.3% in FY27 and 3.9% in FY28, pointing to a tougher era for shareholders hoping for steady income.

If I invest $10,000 in Fortescue shares, h…

Kaoko Metals (ASX:KAO) kicks off first drill program at Chalkos copper project in Namibia

August 12, 2026, 4:56 PM EDT. Kaoko Metals (ASX:KAO) has launched its first drilling campaign at the Chalkos copper project in Namibia. CEO Gerard O’Donovan said this initial round will test mineralisation and structure to get a handle on the deposit. The company is planning ongoing exploration work across its larger land package. Kaoko expects to offer regular updates as drilling progresses. Early results could be important for resource planning. Chalkos remains a main target as Kaoko pushes forward with its copper projects in Africa.

Long Shortz with Kaoko Metals: Drills turn…

1832 Asset Management Backs TG Metals (ASX:TG6) With 9.8% Stake

August 12, 2026, 4:55 PM EDT.TG Metals (ASX:TG6) said 1832 Asset Management picked up a 9.8% stake. TG Metals is drilling at the Van Uden gold project and laying out work at the Lake Johnston lithium project. CEO Dave Self spoke about growth and project targets in a chat with Tylah Tully on Long Shortz. TG Metals says this shows more institutional support for its resource work. Investors should seek their own advice before making any moves.

Long Shortz with TG Metals: Top gold fund …

ASX 200 seen opening lower, Telstra and Origin in focus as earnings land

August 12, 2026, 4:54 PM EDT. The S&P/ASX 200 Index dropped 0.45% to 9,209.4 points Wednesday and is set to open down another 0.2% Thursday. U.S. trading was mixed overnight. Investors are watching results from Telstra, IAG, Origin Energy, ASX Ltd and Treasury Wine Estates. Woodside and Santos could come under pressure with crude down about 0.4% even with Gulf of Oman tensions. SEEK was cut to hold by Bell Potter, who pointed to valuation and macro risks. Gold rose 0.7%, so Newmont and Northern Star Resources may benefit. Market sentiment and economic data remain in play for Thursday’s session.

5 things to watch on the ASX 200 on Thursd…

GCM (ASX:GCM) pushes graphite cooling for AI, eyes next steps

August 12, 2026, 4:53 PM EDT. GCM Corporation (ASX:GCM) says its VHD graphite material could tackle the heat problem in AI hardware, claiming it handles and spreads heat better than copper. The company sees this as key for cooling heavy AI chips and server racks. GCM CEO Clinton Booth said heat removal now matters as much as computing power. The market for AI-focused heat management is valued at US$15 billion in 2025 and set to grow with more cooling demand. GCM plans to move ahead with customer tests and OEM qualification as it targets ongoing sales.

GCM brings graphite tech to the fight agai…

Bravura Solutions (ASX: BVS) FY26 profit jumps as revenue hits $282.6m, dividend raised

August 12, 2026, 4:37 PM EDT. Bravura Solutions Ltd (ASX: BVS) posted FY26 underlying revenue up 9.6% at $282.6 million. Underlying NPAT surged to $63.1 million, a jump of $38.7 million from a year ago. Recurring revenue climbed 6.9% to $165 million. Underlying cash EBITDA was $77.1 million, giving a 27.3% margin. Bravura set a final dividend at 8.31 cents per share and declared a special dividend of 6.69 cents. The company closed FY26 with $50.3 million in cash and no debt. Bravura secured a new $100 million debt facility and announced a $50 million share buyback. FY27 outlook is for revenue between $280 million and $300 million and cash EBITDA from $84 million to $94 million.

Bravura Solutions FY26 earnings: Revenue, …

WA Gold Miners Step Up Hiring Fight as Prices Jump

August 12, 2026, 4:36 PM EDT.Western Australia’s gold sector is ramping up efforts to hire as gold prices stay high and expansions keep coming. Smaller miners like Ora Banda and Brightstar are up against bigger rivals for skilled workers, but are using different tactics to stand out. Ora Banda goes hard on career paths and workplace culture to keep staff. Brightstar tries to pull in more than 100 workers for its Goldfields project with perks like stock options and flexible shifts. The push for talent, on display at the Diggers & Dealers conference, points to a tighter labor market as more plants and expansions stack up in the region.

How the sizzle of emerging goldies is luri…

Seek (ASX:SEK) drops 14% after FY26 numbers; Zhaopin writedown, AI questions weigh

August 12, 2026, 4:24 PM EDT. Shares in Seek Ltd tumbled 14% to $13.77 after the company posted full-year 2026 results. Sales rose 17% and adjusted profit jumped 28%, but a reported $307 million loss tied to Seek Growth Fund and a $356 million write-down at Zhaopin hit the bottom line. The board declared a record dividend, but the stock still slumped. Guidance for FY27 shows revenue forecast between $1.21 billion and $1.28 billion, with expected EBITDA at $530 million to $580 million. Management flagged a cautious outlook. Investors remain wary of AI threats to the company’s core job search business. The selloff deepens a 12-month decline of 43%, while the S&P/ASX 200 is up 4% for the same period.

Seek shares plunge 14% despite solid resul…

ASM Holders Back Energy Fuels Deal With 97% Approval

August 12, 2026, 4:23 PM EDT. Australian Strategic Materials shareholders gave strong support to the EFR Critical Materials takeover plan, approving the scheme with more than 97% of the vote. Optionholders showed nearly 99% support. If the deal closes, ASM shareholders get a mix of Energy Fuels stock and cash, optionholders get a cash payout. The next step is a Federal Court hearing set for August 18, 2026. The combined group targets vertical integration in critical minerals. ASM stock is up 113% over the last year, ahead of the All Ords. Deal completion still needs more regulatory and court clearance.

ASM shareholders back Energy Fuels acquisi…

Corporate Travel Management taps Amadeus for five-year tech deal

August 12, 2026, 4:22 PM EDT. Corporate Travel Management Ltd (ASX: CTD) said it struck a five-year global pact with Amadeus IT Group, making Amadeus its preferred GDS provider. CTM gets access to 400+ airlines, almost 2 million hotels and more than 25 rail firms under the deal. The move is set to automate some workflows and cut manual work. Managing Director Ana Pedersen called it a milestone in the digital push, with CTM planning to pull booking, retail and servicing tools onto one platform. Rollout will be gradual. CTM expects the upgrade to boost customer experience and bring lasting financial and strategic gains as travel competition stays sharp.

Corporate Travel Management teams up with …

Wesfarmers ASX:WES up 9.3% in 2025, Fortescue ASX:FMG lags 52-week high

August 12, 2026, 4:21 PM EDT.Wesfarmers Ltd ASX:WES is up 9.3% so far in 2025, as this Australian conglomerate keeps showing steady dividends and holdings like Bunnings and Coles. The company’s debt/equity ratio sits at 131.4%, showing leverage, but returns have stayed steady. Fortescue Ltd ASX:FMG is trading 23.2% under its 52-week high, but the iron ore player is moving into copper, lithium, and rare earths as it chases the renewables trend. Fortescue’s push to diversify is meant to catch new demand in metals tied to electric vehicles and batteries. Both stocks could be in focus for investors watching for mature or shifting sectors on the ASX.

WES shares: your next blue chip investment…

How Many Telstra (ASX: TLS) Shares Needed for $10,000 Dividend Income in 2026, 2027

August 12, 2026, 4:20 PM EDT. Telstra Group Ltd (ASX: TLS) is trading at $4.98. Forecasts put dividends at 20 cents per share for FY26 and 21 cents in FY27. To get $10,000 in dividend income, an investor would need around 50,000 shares in FY26 or 47,600 in FY27. That means a capital outlay of roughly $249,000 for FY26 and $237,000 for FY27. As the country’s biggest player in mobile and fixed-line, Telstra’s defensive business model backs up steady revenue and regular payouts. The forward dividend yield runs near 4% for FY26 and 4.2% for FY27. For income investors, Telstra stays on the radar for its dependable returns from the core telco sector.

How many Telstra shares do I need to buy t…

Eureka Group (ASX: EGH) rolls out wholesale all-age rental fund, gets $29m in funding

August 12, 2026, 4:19 PM EDT. Eureka Group Holdings Ltd (ASX: EGH) has launched its first wholesale all-age rental fund, pulling in $14.35 million in equity and locking in a $14.5 million senior debt facility from National Australia Bank. The fund starts with Barrier Reef Tourist Park and targets a 19.8% return over six years. The move frees up $15 million on Eureka’s balance sheet for more acquisitions and development projects. Eureka holds 30.9% in the fund and will pick up fees, plus a performance kicker if returns clear 15%. CEO Simon Owen said the fund will help tackle the housing crisis in Australia and speed up expansion. Eureka shares are up 26% for the year, ahead of the ASX All Ordinaries.

Eureka launches first all-age rental fund,…

GreenX Metals (ASX:GRX) jumps out among penny stocks as ASX set to open lower

August 12, 2026, 3:50 PM EDT. ASX futures point to a lower open as Wall Street fell again and oil prices climbed. The Reserve Bank of Australia kept rates at 4.35%. GreenX Metals Ltd’s A$295.76m market cap has it leading the pack on the penny stock list, with mineral projects in Greenland and Germany. The company recently bought licences for gold and for critical minerals including tungsten and antimony, aiming at supply risks. Patronus Resources (A$80.29m) and Rand Mining (A$130.81m) are also on the radar. Both remain pre-revenue but have little debt and Patronus says it has enough cash to last more than three years. Investors continue to look for growth in these names even as turning a profit stays tough.

GreenX Metals Leads 3 ASX Penny Stocks To …

Horizon Oil (ASX:HZN) hits record FY26 output, grows Asia-Pacific footprint

August 12, 2026, 3:49 PM EDT. Horizon Oil Ltd (ASX:HZN) said FY26 net production jumped 51% to a record 2.15 million barrels of oil equivalent, with underlying revenue coming in at about US$105 million. 2P reserves rose to 13.6 MMboe, and 2C contingent resources hit 19.8 MMboe. The company paid a US$17 million interim dividend in April and ended June with a net cash position of US$37.4 million. Horizon’s buyout of Cue Energy Resources added more operations across Australia, Thailand, Indonesia, New Zealand, and China, taking ongoing output to about 7,300 boe per day. CEO Richard Beament said the company’s model remains resilient, pointing to planned capital discipline and new organic growth efforts for FY27.

Horizon Oil: FY26 production hits record h…

CBA and NAB Trade Opposite Ways on ASX as Brokers Split on 2026 View

August 12, 2026, 3:48 PM EDT. Commonwealth Bank of Australia (CBA) and National Australia Bank (NAB) hold the biggest market caps among ASX-listed banks. Over the last year, NAB managed a gain of over 4%, outpacing CBA, which slipped about 4%. But since the start of the year, CBA reversed higher, up 7%, while NAB fell 4%. Broker sentiment is negative on CBA – all analysts rate it sell and the average target price signals a possible 27% fall. NAB’s broker calls are mixed, with most at hold-target prices vary, with the broadest range showing a chance from a 22% rally to a 30% drop. Interest rates, inflation and geopolitics continue to drive volatility and valuations for both banks.

CBA vs NAB: Which ASX bank stock has made …

US Press Groups Take Trump to Court Over Truth Social Exclusives

August 12, 2026, 3:36 PM EDT.U.S. press groups are suing former President Donald Trump over his use of Truth Social for official government statements, saying the practice blocks public access. The suit challenges his posting of official announcements only on his own platform. The groups say this limits transparency and puts government information behind a private wall.

US press groups sue Donald Trump over fast…

What Australians Turning 58 Need to Know About the Age Pension

August 12, 2026, 3:35 PM EDT. For Australians hitting 58, planning for the Age Pension moves up the list. This government support starts at age 67 for people with limited income and assets. Age Pension payments are capped at A$1,200.90 a fortnight for singles, and A$1,810.40 for couples. Eligibility relies on your age, residency, and meeting both income and asset tests. The asset test counts nearly all assets, but leaves out your main home, and caps part payments when assets reach A$1.37 million. The income test includes every dollar you earn, with singles losing pension if they make more than A$226 a week, but partial payments can still go out after that limit. Knowing these details helps 58-year-olds plan their finances and get the most out of pension when they retire.

5 things every Aussie aged 58 years old ne…

ASX: Nuix, SKS Trade Below Fair Value as Rates Hold, Market Eyes Growth

August 12, 2026, 3:34 PM EDT. The S&P/ASX 200 was set for a lower start with interest rates held at 4.35%. A few Australian names looked cheap against estimated fair values. Nuix (ASX:NXL) traded at A$1.43, a 46.6% discount to its estimated fair value of A$2.68. SKS Technologies (ASX:SKT) was also below fair value, trading at a 10.7% discount. Forecasts show Nuix on track for 44.12% earnings growth versus the market’s 11.7%, though return on equity remains weak. SKS Technologies has projected earnings growth of 42.9%. Investors kept an eye on geopolitical risks and oil prices as the Reserve Bank of Australia stuck to its policy settings.

ASX Stocks That May Be Trading Below Estim…

ASX Growth Stocks With Notable Insider Stakes, Earnings Outlooks

August 12, 2026, 3:33 PM EDT. With the S&P/ASX 200 expected to slip after Wall Street losses, some investors are turning to growth names where insider ownership remains high. Chrysos Corporation (ASX:C79) has insiders holding 13.6% and expects a 34.9% annual earnings growth, now posting profits. Clarity Pharmaceuticals (ASX:CU6) reports 13% insider ownership, sees earnings growth at 21.5% a year, and aims for profitability in the next three years, citing R&D in oncology radiopharmaceuticals. High insider stakes at both firms reflect management confidence as ASX growth targets ease.

3 ASX Growth Stocks With High Insider Owne…

Wall Street opens higher as AI stocks beat, inflation cools; ASX points lower

August 12, 2026, 3:32 PM EDT.Wall Street indexes moved up after Super Micro Computer and CoreWeave posted better-than-expected results, sending the S&P 500 up 0.4%. Nvidia shares added 3.1% as investors turned more bullish on AI growth. Fresh data showed U.S. inflation easing to 3.4% from 3.5% in June, taking some pressure off the Fed in the near term. ASX futures slipped 0.2% before the open, with the local dollar at US70.62¢. Traders are still questioning how long the AI rally can last and what inflation means for rates and growth.

ASX set to slide, Wall Street boosted by A…

London Stock Exchange Group Hires Mindset Advocacy for Washington Lobbying Push

August 12, 2026, 3:16 PM EDT. London Stock Exchange Group plc has brought on Mindset Advocacy LLC, adding three lobbyists-Charlie Schreiber and Chris Brown, both partners, and Senior Director Cassie Brzezinski-to step up its Washington lobbying on banking and financial security. All have prior experience on the Hill. LSE is moving to boost its sway over U.S. financial regulation as market dynamics shift. The contract price and specific legislative targets weren’t disclosed.

London Stock Exchange Group Hires Mindset …

Super at 40: Are You on Track for Retirement?

August 12, 2026, 3:00 PM EDT. Hitting 40 puts the spotlight on your superannuation. The Association of Superannuation Funds of Australia sets the target at about $630,000 by retirement to get an income of $56,000 a year. If you want to stay on track, they suggest a balance of around $178,000 at age 40. Average super for people aged 40-44 is $140,680 for men and $109,209 for women. Tips include rolling your accounts into one, making voluntary payments through salary sacrifice (taxed at 15%), and watching annual limits-$32,500 for concessional and $130,000 for non-concessional contributions. The earlier you start, the more compound interest and tax breaks can add up over time.

How does your superannuation measure up at…

Fortescue Inks XCMG Battery Truck Deal as Shares Slip Against Valuation Models

August 12, 2026, 2:30 PM EDT. Fortescue Metals Group ASX:FMG said it signed a deal with XCMG to buy 150-200 battery electric haul trucks for Pilbara mines, tying the move to its 2030 fossil fuel goals. But shares are down 4.32% over the past month and 21.88% in 90 days, trading close to the average analyst price target of A$17.85, well under the SWS Discounted Cash Flow fair value of A$25.81. Markets are betting iron ore demand in China holds up with headwinds elsewhere. Investors face a mix of valuation models and have to watch how fast Fortescue can get its green tech to work on the ground.

Fortescue (ASX:FMG) Battery Haul Truck Dea…

Trump Hit With Lawsuit Over $100,000 Truth Social Early Access Service

August 12, 2026, 2:29 PM EDT. Donald Trump is being sued after a service started offering early access to his Truth Social posts for as much as $100,000 a month. The lawsuit, filed in New York federal court, says the Truth API platform is corrupt and unconstitutional, letting buyers get Trump’s and other senior officials’ posts before the public-including market-moving updates. Opponents say this could open the door to insider trading. Trump, who owns the largest stake in Truth Social’s parent, could profit directly. The plaintiffs want a ban on exclusive government announcements through Truth Social paired with private paid access.

Donald Trump sued over $100,000-a-month ea…

Panmure Liberum Lifts Spirax Group LSE:SPX to Buy After Price Slide

August 12, 2026, 2:15 PM EDT. Panmure Liberum raised its rating on Spirax Group PLC LSE:SPX from ‘hold’ to ‘buy’ following a steep drop in shares Tuesday. The firm said the decline gave investors a chance to buy in. Spirax shares slid during a rough market session. Panmure Liberum responded by moving up its stance, saying the view on Spirax’s long-term story holds despite pressure on the stock.

Panmure Liberum turns buyer of Spirax afte…

Trump sued over Truth Social early access; $100,000 fee at issue

August 12, 2026, 2:13 PM EDT. Donald Trump is being sued by The Intercept and Freedom of the Press Foundation after his Truth Social platform rolled out Truth API, a paid service that offers users near-instant access to his posts for up to $100,000 monthly. The groups say the setup gives unfair advantage by letting paying users see potential market-moving statements before the general public, and say there are corruption and constitutional concerns. Trump Media & Technology Group denies any wrongdoing, calling the case an attempt at censorship by left-wing groups. Trump holds a 41% stake in TMTG, worth north of $1 billion, and has 13 million followers on the platform. The case brings up how presidential messages are monetized and how they can move markets.

Trump sued over Truth Social fast-track po…

System1 Group PLC: Bainsville Commercial Inc Files 6.69% Stake Disclosure

August 12, 2026, 1:57 PM EDT. Bainsville Commercial Inc, headed by Lord Ashcroft, filed a disclosure for a 6.69% stake in System1 Group PLC on August 12, 2026. The Rule 8.3 UK Takeover Code filing shows it owns 848,290 ordinary shares at 1 pence each. Bainsville also picked up 1,500 more shares at 328 pence each that day. The statement lists holdings tied to other parties connected with System1, which is an offeree in possible takeover talks. Such filings lay out who owns big stakes, helping the market see where control or investment moves may be happening in System1 Group.

REG – System1 Group PLC – Form 8.3 – Syste…

Chiltern Railways cuts timetable, tells passengers travel only if needed as heat hits services

August 12, 2026, 1:27 PM EDT.Chiltern Railways is telling passengers to stick to essential trips only on Thursday as high temperatures hit the network, causing major disruption. From 11:00 to 20:00, the operator will run a reduced timetable to help keep services reliable during peak heat. Off-peak trains between London Marylebone and Birmingham Moor Street drop to once an hour. Some routes including London Marylebone to Oxford and Birmingham Snow Hill will see cancellations or early ends. Thursday tickets remain valid for Friday or Saturday, or customers can claim full refunds with no fee. Chiltern says check your journey, allow more time, and stay hydrated as extreme heat hits the network.

Chiltern Railways says don't travel unless…

U.K. Stocks Slip; Investing.com United Kingdom 100 Down 0.10%

August 12, 2026, 1:26 PM EDT. U.K. shares finished in the red, with the Investing.com United Kingdom 100 index easing 0.10%. Traders stayed cautious with mixed economic news and global uncertainty in play. The move comes as investors take a steady approach before midweek trade.

U.K. stocks lower at close of trade; Inves…

Lloyds Shares Triple: £6k in 2021 Now Near £18k as Dividend Yield Hits 10%

August 12, 2026, 1:25 PM EDT. Anyone who put £6,000 into Lloyds Banking Group Plc at 45p a share in August 2021 is now looking at a stake worth nearly triple that, with shares at 115p. That original investment’s yield has shot up from around 3%-4% to about 10.22%, and what was once £192 in annual returns is now £732. Reinvesting dividends could take the yield near 12%. Lloyds’ improvement is down to better earnings and regular dividend hikes in tough markets. That’s outpaced names like Diageo, which dropped 60% in the same stretch. Experts say results like this depend on what you buy and warn investors to weigh valuations and the current market before moving in now.

£10k invested in Lloyds shares 5 years ago…

Aeris Resources (ASX:AIS) jumps 14.67% in past month on FY27 outlook, higher capex

August 12, 2026, 1:09 PM EDT. Aeris Resources (ASX:AIS) is up nearly 15% this month after it rolled out new FY27 production targets and said it will bump up growth capital spending. The miner is on track to speak at the Diggers & Dealers Mining Forum on August 5, 2026. Still, the stock has dropped 25.86% so far this year, showing choppy trading. Analysts say fair value is A$0.363 a share, with the last close at A$0.43, putting it 18.5% above target. FY25 revenue is estimated around A$577 million and net profit at A$45 million. The P/E stands at 8.1x, lower than the sector’s 12.3x. Shares face risk if copper falls or if output misses targets.

Aeris Resources (ASX:AIS) Shares Climbed, …

IMI PLC: Wellington ups stake to 5.09%

August 12, 2026, 12:59 PM EDT. Wellington Management Group LLP lifted its voting rights in IMI PLC to 5.09% as of August 11, 2026, according to a major holding notification made public on August 12. The stake now splits into 5.08% direct voting rights, plus another 0.01% through financial instruments. Shares are held via several nominees like VIDACOS Nominees Limited and Goldman Sachs International. Wellington also reported equity swaps and depository receipts in the filing. The move is a reportable change under UK rules on voting rights.

REG – IMI PLC

UIL Limited picks up 500,000 2026 ZDPs from UIL Finance

August 12, 2026, 12:57 PM EDT.UIL Limited said it bought 500,000 2026 Zero Dividend Preference (ZDP) shares from its unit UIL Finance Limited on 12 August 2026. Price was 150.50 pence each. UIL will keep the shares as an investment. These ZDPs don’t pay dividends and are set to be redeemed at a set value on 31 October 2026. After the trade, UIL Limited owns 5,523,891 ZDP shares. There are 25 million ZDPs outstanding. UIL moved to add before the shares hit their maturity.

REG – UIL Limited UIL Finance Ltd – Purcha…

Nippon Active Value Fund Sells 50,000 Shares Above NAV

August 12, 2026, 12:55 PM EDT. Nippon Active Value Fund plc sold 50,000 new ordinary shares at 229.50 pence each, which is above net asset value, on August 12, 2026. It used the blocklisting facility for the issue, taking total ordinary share capital up to 197,403,986 shares with full voting rights. That new total matters for investors tracking regulatory thresholds on ownership disclosure. The move fits the fund’s ongoing capital strategy, keeping its equity base steady.

REG – Nippon Active Value

CQS Natural Resources (CQS) Moves 160,000 Treasury Shares at 402.82p

August 12, 2026, 12:53 PM EDT. CQS Natural Resources Growth and Income PLC sold 160,000 ordinary shares out of treasury for 402.82 pence apiece. These shares line up with existing stock. After the sale, CQS holds 8,506,212 shares in treasury from a total of 46,354,450 issued. There are now 37,848,238 voting rights in issue, which shareholders should check for FCA Transparency Rule disclosures. The company put out the details on August 12, 2026.

REG – CQS Natural Res – Sale of Shares fro…

Britain expects power gap as eclipse slashes solar output

August 12, 2026, 12:23 PM EDT. Britain is preparing for an electricity shortfall Wednesday evening when a near-total solar eclipse will cut solar power by as much as 300-1,100 MW, blocking up to 95% of sunlight. The National Energy System Operator (Neso) had warned of a deficit topping 1,700MW, later revising that to about 1,200MW as temperatures rise in the fifth heatwave, lifting demand for cooling. Neso put out market alerts and is offering incentives to bring in extra generation, with the cost likely to hit consumers. Experts say climate change is straining energy supply and point to net zero targets. Nuclear and thermal plants across Europe are producing less power with low river levels and maintenance bites, keeping supply tight through September.

Great Britain faces electricity supply sho…

AVI Japan Opportunity Trust PLC gives July 2026 performance update

August 12, 2026, 12:22 PM EDT. AVI Japan Opportunity Trust PLC posted its monthly numbers for July 2026, according to a release on the company’s website. The report, published by MUFG Corporate Governance Limited, the trust’s secretary, went out August 12, 2026. Investors can look at the full update for details on investment returns. For questions, contact Joe Bauernfreund at Asset Value Investors or the KL Communications PR team. Only the update is included in this statement, the company said.

REG – AVI Japan Opport.Tst – Monthly Updat…

Haypp Q2 sales up on US, UK business

August 12, 2026, 12:06 PM EDT. Haypp said its online nicotine sales grew in the second quarter, with gains coming from the US and UK. The retailer pointed to its push in these markets for the lift, saying it has built its spot there as rules shift. Haypp said it sees online nicotine sales rising as buyers move online.

Online nicotine retailer Haypp's Q2 sales …

Societe Generale lifts Senior PLC voting rights stake to 10.04%

August 12, 2026, 11:52 AM EDT. Societe Generale bumped its voting rights in Senior PLC to 10.04% as of August 11, 2026, up from 9.56%. Most of the increase came from shares, with a tiny 0.000001% from a contract for difference set to expire in November 2026. The bank filed the notice on August 12. Societe Generale made the move on its own, without controlled or controlling parties. Senior PLC makes parts for aerospace and automotive markets.

REG – Senior PLC

Odyssean Investment Trust Sells 75,000 Shares at 231p, Above NAV

August 12, 2026, 11:50 AM EDT. Odyssean Investment Trust plc sold 75,000 new ordinary shares on August 12, 2026, pricing them at 231 pence each. That’s higher than the estimated net asset value. The move is part of its premium management plan and lifts the share count to 144,085,791, with the same number of voting rights. Shares rank pari passu with the rest. The company does not hold any treasury shares. Investors can use the updated figures for reporting under the FCA’s Disclosure Guidance and Transparency Rules.

REG – Odyssean Inv. Trust

How much you’d need in a SIPP to target £7,777 a year in passive income

August 12, 2026, 11:17 AM EDT. If you want a passive income of £7,777 a year from a Self-Invested Personal Pension (SIPP), the amount you put in comes down to dividend yield. To get that income at a 4% yield, you’d need around £194,425. At 5%, it’s £155,540, and with a 6% yield, it drops to £129,617. SIPPs come with upfront tax relief, which bumps up the starting value and growth. You can also take 25% tax-free when you retire, as a pension lump sum. SIPP withdrawals are taxed, but if you mix a SIPP with Stocks and Shares ISAs you could limit your tax bill. Tax rules change and can be complex, so experts often recommend getting advice.

How much do you need in a SIPP to aim for …

CLS Holdings (LSE:CLI) H1 earnings fall as sales boost debt reduction, refinancing moves on

August 12, 2026, 11:16 AM EDT. CLS Holdings (LSE:CLI) posted a 32.5% drop in EPRA earnings to 2.7p per share for H1 2026, hit by lower property valuations and GBP57 million of asset sales. The group cut net debt by GBP44.2 million and locked in refinancing on 89% of debt due in 2026. Leasing picked up, bringing in GBP5.7 million in annual rent-new leases rose more than 20% from last year-with the vacancy rate flat at 14.5%. CLS updated its full-year EPRA earnings outlook to 4.6p-5.5p per share, skipping an interim payout. Management pointed to portfolio investment and a tenant mix that includes 30% government tenants as support for asset value.

CLS Holdings PLC (LSE:CLI) (H1 2026) Earni…

Computershare ASX:CPU Keeps Revenue Steady, Hikes Dividend as Margin Worries Linger

August 12, 2026, 11:04 AM EDT. Computershare ASX:CPU reported FY26 revenue at US$3.27 billion, with net income at US$618.7 million and an 18.9% net margin, down from last year’s 19.4%. The company lifted its interim dividend 22% to A$0.55 and increased its outlook for margin income. Traders are balancing solid fee revenue and tight capital management with caution on margin income swings and exposure to market and rate moves.

Computershare (ASX:CPU) Shares Reflect Str…

Life360 (ASX:360) jumps 3.79% as Australian tech rallies

August 12, 2026, 11:03 AM EDT. Life360 (ASX:360) shares climbed 3.79% to AUD 29.55 on August 5, 2026, putting its market value near AUD 5.07 billion. The move landed alongside a 2.51% gain in the S&P/ASX 200 Information Technology index. Life360 runs a location-sharing app for families, with both free and paid subscriptions meant to boost safety and engagement. Some experts point out a daily share pop like this isn’t about the business itself, but typical trading swings and mood across the sector. Investors focused on Life360’s long-term story tend to watch user numbers and subscription trends over daily moves.

Life360 (ASX:360) Shares Jump But Investor…

Panther Metals PLC adds 40,000 shares after warrants exercised

August 12, 2026, 11:02 AM EDT.Panther Metals PLC has issued 40,000 new ordinary shares after warrants were exercised, bringing in £30,000. The new shares are set to start trading on the main market of the London Stock Exchange from 18 August 2026. Total share capital will rise to 10,789,838 ordinary shares, each with a vote. Shareholders will use this updated number for disclosure under FCA rules. The deal follows normal steps for admitting shares after warrant exercises.

REG – Panther Metals PLC

FTSE Russell Keeps 1 1/8% Index-Linked Treasury Gilt 2035 in UK Bond Indices, Ups Value

August 12, 2026, 11:01 AM EDT. FTSE Russell said the 1 1/8% Index-linked Treasury Gilt 2035 will stay in several UK government bond indices, as its nominal value rises from £19,007.175 million to £20,837.950 million on August 13, 2026. This gilt is included in indices like the FTSE Actuaries UK Index-Linked All Stocks and related sub-indices. The update follows the UK Debt Management Office’s post-auction option facility detail. These index-linked gilts are tied to inflation through the Retail Price Index. FTSE Russell Client Services and the LSEG website have more info.

REG – FTSE Russell – 1 1/8% Index-linked T…

Glazer Capital Reports 1.43% Holding in Intertek Group Plc

August 12, 2026, 11:00 AM EDT. Glazer Capital, LLC filed a Form 8.3 showing a 1.43% stake in Intertek Group plc, or 2,201,235 ordinary shares, as of August 11, 2026. The US investor bumped up its stake via derivatives, including total return equity swaps, with an extra 12,460 shares at £58.35 each. No previous disclosures were listed. The disclosure covers 1p ordinary shares. UK rules require these filings when a holder crosses 1% in a company, flagging potential strategic interest.

REG – Glazer Capital, LLC Intertek Group P…

SGH (ASX:SGH) Margins Up, Revenue Flat as Shares Slip

August 12, 2026, 10:46 AM EDT. SGH (ASX:SGH) posted flat revenue at A$10.6 billion for FY26 but lifted underlying net profit after tax by about 25% to A$920 million. EBIT margin rose to 14.7%, with solid results from WesTrac and Boral. Operating cash flow came in at A$2.1 billion, letting SGH cut net debt to A$3.7 billion and roll out a fresh A$500 million buyback. Still, shares are down roughly 10% this week. Investors question whether the market expects too much on earnings growth or sees risks ahead. The company’s industrial-heavy business is still under the microscope for future revenue growth. Margin gains and capital returns now have to offset the lack of top-line momentum and ongoing sector pressures.

SGH (ASX:SGH) Shares Chase Margin Gains Wh…

RBA Cuts Inflation Forecasts as Markets Reassess Rate Hike Bets

August 12, 2026, 10:45 AM EDT. The Reserve Bank of Australia trimmed its inflation forecasts, dialing back market bets on more rate hikes. Traders are working through a tricky set of data, with fresh reports likely to test how sticky price pressures really are. Analysts point to little appetite for new hikes, showing just how much doubt there is around inflation and RBA policy. How the next round of data lands could swing sentiment on Aussie bonds and the dollar, as the central bank sticks to a cautious tone on inflation and tightening.

Australian Data Gauntlet Arrives with RBA …

US Inflation Slows to 3.4% in July as Food, Energy Prices Cool

August 12, 2026, 10:44 AM EDT. US inflation slowed to 3.4% in July from 3.5% in June, with Bureau of Labor Statistics data showing food costs cooled and energy prices dropped again. Gasoline was down 2.9% on the month, but still up 24.6% year-over-year on continued Middle East tension. Core inflation, which strips out food and energy, rose 0.2%, with housing and medical prices higher. Fed Chair Kevin Warsh called for patience and said bringing inflation down to the 2% target will take time. The softer inflation numbers and July job losses pushed back expectations for more rate hikes. Stocks barely moved, as the figures matched estimates. Many are still worried about high living costs, even as inflation slows.

US inflation eases as food costs cool

Diageo draws investor interest after five-year slump

August 12, 2026, 10:29 AM EDT. Shares in Diageo have dropped 52% in five years, while the FTSE 100 has climbed 50%. Still, sentiment is turning more positive as new CEO Sir Dave Lewis, who led a turnaround at Tesco, takes charge. Diageo is working to strengthen its balance sheet by cutting net debt and is targeting a 2.5 to 3.0 leverage ratio by mid-2025. It also wants low-single-digit organic sales growth and mid-single-digit profit growth, eyeing a return to growth. The strategy comes as alcohol consumption shifts and global uncertainty continues. Some investors think these steps could help restore faith in the stock.

FTSE 100 shares: 5 reasons I’m more bullis…

Ecofin Global Utilities and Infrastructure Trust PLC posts July 2026 update

August 12, 2026, 10:16 AM EDT. Ecofin Global Utilities and Infrastructure Trust PLC issued its July 2026 portfolio update. The monthly factsheet is on the company’s site, and has details on the trust’s latest performance and holdings. Investors can sign up for email alerts on the site. Frostrow Capital LLP remains listed as administrator and company secretary. RNS distributed the announcement as the LSE’s regulated information provider.

REG – EcofinGlobal U&I Tst – Portfolio Upd…

BP LSE:BP. Shares Gain 24.5% Over Year, Buoyed by Oil

August 12, 2026, 10:15 AM EDT. BP LSE:BP. is up about 24.5% for the year, with a £9,999 stake now worth £12,445 and dividends taking total returns to £13,126. Q2 profit more than doubled thanks to tight oil supply and geopolitical issues like the conflict in Iran. Analyst calls are split: 9 Buy, 9 Hold, 1 Sell. The share price is seen rising a further 11.3% over the next year to 587.2p, meaning total returns could reach £11,791 with dividends. Lower crude inventories and an IEA call for a 1.8 million barrel daily Q3 deficit are keeping pressure on supply, say market watchers.

£9,999 worth of BP shares a year ago are n…

Citi Lifts Hikma Pharmaceuticals Forecasts, Says Market Is Overpricing Risk

August 12, 2026, 10:14 AM EDT. Citi has raised its forecasts for Hikma Pharmaceuticals PLC after better-than-expected half-year numbers. The bank says Hikma’s market discount doesn’t match the company’s performance and thinks shares could be undervalued here. Citi’s updated estimates point to more confidence in Hikma’s outlook, citing solid results and steady operations.

Citi sees Hikma discount as unwarranted af…

3 UK Penny Stocks Under £200M Market Cap as FTSE Slides

August 12, 2026, 9:43 AM EDT. UK stocks dropped with both the FTSE 100 and FTSE 250 moving lower after weak Chinese trade numbers. Still, some penny stocks look interesting. Three names under the £200 million mark: Personal Group Holdings Plc (£128.39M) offers employee services, has 31.8% profit growth and strong balance sheet; Aptitude Software Group plc (£110.68M) makes finance software and just landed a Fynapse deal in Canada, though profits are down; and Castings P.L.C., which runs iron casting plants. All three have different risk and growth profiles, giving investors a look at value among UK small-caps as markets stay shaky.

3 UK Penny Stocks With Market Caps Under £…