Liontown Resources sold 108,489 dry metric tonnes of spodumene concentrate in the June quarter at an average realised price of US$1,880 per tonne, lifting sales revenue 19.3% quarter on quarter to $235 million. The company reported $137 million of net cash flow and said it met all of its FY26 production and cost guidance. Morgans upgraded the stock to a buy with a $68 price target after what it described as a strong fourth quarter. The rebound follows steep July declines, with Liontown down 43% and PLS Group down 17.3%, even as producers’ operating performance has improved from two years ago.

South32 shares climbed 2.6% on Monday to A$5.09, marking a 10-year high. The stock is up about 30% over the past month, 43% year to date in 2026 and 72% over the past 12 months. In July, the miner reported FY26 production results that beat several guidance targets, with stronger output across key operations. South32 has also proposed selling its aluminium value chain business (excluding Mozal Aluminium) to Alcoa for up to US$5.6 billion and transferring around US$1.2 billion of rehabilitation provisions, a move it expects would reshape the group into a more focused base and precious metals producer.

Centuria Industrial REIT reported full-year results, with Funds From Operations (FFO) rising 4% to $114.1 million, or 18.2 cents per unit. Distributions were 16.8 cents per unit, in line with FY26 guidance, while net tangible assets increased to $4.01 per unit and like-for-like net operating income grew 5.2%. The REIT completed $200 million of asset sales at an average 17% premium to book value and reported 95.2% portfolio occupancy with a 7.0-year WALE. It also said it is entering the data centre sector after acquiring two strategic assets valued at roughly $60 million.

ASX-listed Chrysos Corporation (C79) reported record results for FY26, with revenue, EBITDA and sample throughput all reaching new highs. Total revenue rose 33% to $88.1 million and EBITDA jumped 68% to $27.2 million, both landing at the top end of prior guidance. EBITDA margin improved to 31% from 24%. The company processed a record 11.3 million samples, up 67% year on year, while net operating cash inflow climbed 103% to $17.9 million.

Ethereum treasury company SharpLink reported a $1.08 billion net loss for the six months ended June 30, driven largely by noncash, price-related accounting charges. The filing attributed $827.7 million of the loss to an unrealized decline in ETH and $267.8 million to impairments of LsETH and weETH. The loss was 934.3% higher than the roughly $104.4 million recorded a year earlier. As of June 30, SharpLink held $56.2 million in cash while its roughly $1.7 billion Ethereum treasury could take about 90 days to fully convert into cash.

Helia Group reported half-year net profit of $100.0 million, down 25% from the prior period, on revenue of $215.6 million, also down 25%. The company declared an interim dividend of 16.0 cents per share, fully franked, and a special dividend of 27.0 cents per share, unfranked. It also extended its on-market share buyback program, targeting repurchases of up to a maximum value of $75 million by the end of 2026. Net tangible assets per security fell to $3.22 from $3.72.

Westpac shares fell 6% on Monday to 35.70 Australian dollars after a third-quarter update showed net profit excluding one-off items of A$1.8 billion, up 2% from the prior half’s quarterly average, while net interest margin was steady at 1.89%. The bank’s average monthly mortgage applications eased from about 29,000 to roughly 26,000, suggesting softer momentum in a business dominated by home lending. Westpac expects Australian housing credit growth to slow from 6.8% in FY26 to 4.7% in FY27. Mortgage 90-day delinquencies were 0.58% and 85% of balances were ahead on repayments when offset accounts were included.

Life360 reported Q2 FY26 revenue up 38% year over year to US$159 million, while adjusted EBITDA rose 53% to US$31.1 million. Global monthly active users reached about 102.4 million after a net increase of 4.6 million, and Paying Circles climbed to 3.2 million. Advertising revenue hit a record US$22 million, up 315%, and operating cash flow rose 79% to US$23.8 million. The company ended the quarter with about US$467.7 million in cash and short-term investments.