Aurex Alpha/Digest

Morning digest

ASX · ranked by expected move · 2026-08-31

The ASX mining sector saw a mix of news today, with drilling results and resource updates taking centre stage. Wildcat Resources Limited's strong lithium drill results from its Pilbara projects were a key highlight. Commodity trends were not explicitly evident from the day's announcements.

What to watch today

VAL:ASX
VALIANT GOLD LIMITED

Valiant Gold Limited has announced further assay results from its South Emu-Triton deposit, with key intercepts including 7.0m @ 4.57g/t Au from 861.0m. These results are outside the current 1.7Mt @ 4.00g/t Au for 224koz gold resource and the system remains open down plunge. The company has now mobilised its drill rig to the Boomerang Gold deposit for a maiden drill program.

Predicted move (today): +15.0%Predicted move (1-week): +29.3%Confidence: 43%

must-read Drilling demonstrates mineralisation extensions below the existing resource, which remains open down plunge.

MRT:ASX
Maritana Minerals Limited

Maritana Minerals Limited has announced an updated Mineral Resource and Maiden Ore Reserve for its Rose Hill Project, reporting a Maiden Ore Reserve of 420 kt at 2.34 g/t Au for 31,600 ounces of gold. The updated underground Mineral Resource is 524 kt at 4.49 g/t Au for 76,000 ounces, with an inferred resource of 194 kt at 4.53 g/t Au for 28,000 ounces. Ore will be processed at the Black Swan Processing Hub with first gold production planned for H2 CY27.

Predicted move (today): +14.9%Predicted move (1-week): +29.4%Confidence: 41%

must-read Declares a maiden Ore Reserve for the Rose Hill Underground.

WC8:ASX
Wildcat Resources Limited

Wildcat Resources Limited has reported strong drill results from its Bolt Cutter Central and Tabba Tabba projects, including 8m @ 1.5% Li2O from 89m and 16m @ 1.5% Li2O from 116m at Bolt Cutter Central. Resource modelling is underway for a maiden Mineral Resource Estimate expected in Q4 2026. At Tabba Tabba, metallurgical and infill drilling returned results such as 25.1m @ 1.2% Li2O from 56.5m, with the Definitive Feasibility Study on track for H2 2026.

Predicted move (today): +14.2%Predicted move (1-week): +12.9%Confidence: 69%

must-read Provides strong lithium drill results from two key projects and updates on study timelines.

BAK:ASX
Barkly Rare Earths

Barkly Rare Earths Limited announced a sighter test achieved 99% extraction of magnet rare earth oxides (MREO), independently verified by Nagrom. This represents a significant improvement over previous testwork for the Barkly Project.

Predicted move (today): +14.1%Predicted move (1-week): +11.1%Confidence: 74%

must-read Achieves 99% extraction of magnet rare earth oxides in a sighter test.

GML:ASX
Gateway Mining Limited

Gateway Mining Limited has requested a trading halt pending the release of an announcement regarding material exploration results at its Yandal Gold Project. The halt is expected to remain in place until the announcement is made or trading resumes on Wednesday, September 2, 2026.

Predicted move (today): +14.0%Predicted move (1-week): +29.4%Confidence: 83%

read Company requests trading halt pending release of material exploration results.

When the dust settles

BGD:ASX
Barton Gold Holdings Limited

Barton Gold Holdings Limited has announced new high-grade gold assays from infill drilling at its Tunkillia Gold Project, including 6m @ 6.61 g/t Au from 70m and 24m @ 4.51 g/t Au from 47m. Final assays from the Phase 2 drilling program are pending, with JORC Mineral Resource updates and the Pre-Feasibility Study on track for Q1 CY27.

Predicted move (1-week): +24.2%Confidence: 88%

must-read Infill drilling confirms new high-grade mineralisation within shallow zones of existing 'Starter Pits'.

BC8:ASX
Black Cat Syndicate Limited

Black Cat Syndicate Limited reported record financial results for FY26, with revenue increasing 903% to $374 million and net profit after tax of $86 million. Total gold production rose 132% to 90,833 ounces, with the Paulsens Gold Operation fully repaying its acquisition and restart investment during the year.

Predicted move (1-week): +22.3%Confidence: 90%

read Reports record revenue and profit for FY26, with Paulsens operation fully repaid.

RON:ASX
Ronin Resources Ltd.

Ronin Resources Ltd. has received final geochemical results from 21 rock-chip samples at its La Punilla Project in San Juan, Argentina, with peak assay results within the project area of 0.13 g/t Au, 2.41 g/t Ag, 91.6 ppm Cu, and 840 ppm W. The company is reviewing these results alongside previous data to determine next steps.

Predicted move (1-week): +17.8%Confidence: 66%

watch Receives geochemical results from La Punilla Project, lower than previous highs.

M79:ASX
Mammoth Minerals Limited

Mammoth Minerals Limited has intersected a new parallel high-grade gold zone at the Buster Trend, reporting 10.67m @ 3.76g/t Au from 198.2m, including 4.6m @ 6.86g/t Au from 199.7m. This intercept expands known mineralisation along a parallel structure over 700m from the main Buster Gold Mine zone and remains open along strike and down-dip.

Predicted move (1-week): +17.4%Confidence: 66%

read Drilling intersects new parallel high-grade gold zone at Buster Trend, expanding mineralisation.

AGR:ASX
Aguia Resources Limited

Aguia Resources Limited is re-assessing its Lucena Phosphate Project in north-east Brazil, planning agronomic test work and seeking licence extensions from the National Mining Agency. The project has a JORC Inferred Mineral Resource of 55 Mt at 6.42% P2O5 and potential for a 41.4 Mt limestone resource.

Predicted move (1-week): +16.2%Confidence: 88%

watch Re-assessing Lucena Phosphate Project and planning agronomic test work.

Every other release

Drilling

financing

Routine reports & governance

Other

94 releases · 10 featured · generated 8/30/2026, 11:37:31 PM