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Lotus Resources Limited (ASX: LOT) has disclosed material production delays at its Kayelekera uranium project in Malawi following damage to the acid plant during hot commissioning. The company confirmed it is unable to meet its initial 2026 second-half offtake obligation to deliver 1.01 million pounds of U3O8, with 0.11 million pounds already deferred and negotiations ongoing for the remaining 0.70 million pounds. The Perth-based uranium producer flagged its need for external strategic funding to ensure continued financial viability while addressing the acid plant rectification and transitioning to steady-state operations.

• July 21, 2026 03:45 PM AEST
• Aditi Sarkar

RAM Income Capital Limited has issued RAM Secured Income Notes (ASX: RAMHA), a fixed-term income product offering monthly distributions underpinned by Australian secured credit originated through Brighten Financial. The notes seek to provide regular income with a defined repayment profile, combining first registered mortgages and securitised mortgage investments across a diversified portfolio of 7,271 underlying loans. The product targets investors seeking institutional-quality credit exposure with senior secured ranking in the capital structure.

• July 21, 2026 03:45 PM AEST
• Anjali Anand

Qube remains in focus as freight efficiency, logistics demand, operational discipline and resilient supply chains shape discussion across Australia's industrial sector in an increasingly selective market environment.

• July 21, 2026 03:44 PM AEST
• Sam

A global industrial property and development group has tilted much of its pipeline toward data centres, recasting a logistics-property name as a central supplier of the physical infrastructure behind artificial intelligence. Owning scarce land, power and planning approvals is its edge, though a concentrated build-out raises the stakes on execution. Tickers used:ASX:GMG Alternate headline 1:Is This ASX Property Giant the AI Era's Landlord? Alternate headline 2:Data Centres Reshape an ASX Property Group's Pipeline

• July 21, 2026 03:43 PM AEST
• Sam

Australia's largest independent data centre operator has watched contracted capacity climb as artificial-intelligence workloads flood its halls. A substantial raise and a marquee anchor customer are accelerating a flagship Western Sydney campus, though building ahead of firm demand carries real execution and funding risk. Tickers used:ASX:NXT Alternate headline 1:Is This ASX Operator the Purest AI Infrastructure Play? Alternate headline 2:AI Workloads Flood an ASX Data Centre Operator's Halls

• July 21, 2026 03:42 PM AEST
• Sam

A global provider of on-demand connectivity between clouds and data centres has been reframed as an artificial-intelligence infrastructure contender, and its shares climbed strongly over the past financial year. The market now bets that AI-driven data flows will keep lifting demand for fast, flexible links, though delivery must eventually validate the enthusiasm. Tickers used:ASX:MP1 Alternate headline 1:How Did an ASX Networking Name Become an AI Play? Alternate headline 2:AI Data Flows Lift an ASX Cloud-Connectivity Contender

• July 21, 2026 03:42 PM AEST
• Sam

Ballard Mining Limited (BM1) presented its growing gold portfolio at the Noosa Mining Investor Conference on 22–24 July 2026, highlighting its high-grade, permitted assets positioned for drilling and development. The company outlined its strategy to advance its gold projects through exploration and development activity. Investors are monitoring the company's progress on permitting and development timelines as it moves toward operational expansion.

• July 21, 2026 03:40 PM AEST
• Mukul

Latitude Group Holdings Limited (ASX: LFS), a major Australian consumer finance provider, will release its half-year financial results for the period ended 30 June 2026 on Friday, 21 August 2026. The company will host a live briefing at 10:30am (AEST) featuring Managing Director and CEO Bob Belan and Chief Financial Officer Guillaume Leger. Investors can participate via webcast or pre-register for the conference call to ask questions during the Q&A session.

• July 21, 2026 03:37 PM AEST
• Sonal Goyal

Fortescue faces closer scrutiny as grade discounts, customer demand, shipment reliability, Pilbara costs and capital discipline shape the quality of its iron ore earnings.

• July 21, 2026 03:37 PM AEST
• Sam

Rio Tinto returns to focus as shipment balance, rail reliability, product quality, capital discipline and Pilbara logistics shape Australia’s increasingly selective iron ore market discussion today.

• July 21, 2026 03:36 PM AEST
• Sam