Highlights

  • Connected Minerals commenced a maiden drilling program at its Bailundo carbonatite project in Angola during the September quarter.
  • Dotz announced a five-year ChillerAI agreement on 6 November 2026.
  • NoviqTech disclosed a Morphotech intellectual property Acquisition and licence agreement in September 2026.
  • Connected Minerals Limited recorded a 0.00% move on 11 November 2026, the largest quoted percentage gain among the trio.

One company is drilling a carbonatite, another is pursuing cooling efficiency, and a third is developing digital provenance software. The link is industrial customers, not a single underlying commodity. Connected Minerals Limited (ASX:CML), Dotz Nano Limited (ASX:DTZ) and NoviqTech Limited (ASX:NVQ) are approaching that challenge from different directions. Their 11 November 2026 share-price movements offer a market snapshot, but the more revealing story lies in the contracts, products and operating figures behind each business.

Connected Minerals: Bailundo Enters Drilling

Connected Minerals began its maiden drilling program at the Bailundo Carbonatite Project in Angola during the September quarter. The program is testing a system being investigated for niobium and other critical minerals.

The company also completed ground geophysics to refine drill targets. Ground conditions and geological interpretation will influence the location of subsequent holes.

The 11 November 2026 price listing showed AUD 0.25 for Connected Minerals Limited, with a Market Capitalisation of AUD 36.16 mn; zero quoted movement does not necessarily confirm active trading.

Dotz: Cooling Software Signs a Multi-Year Deal

Dotz announced a five-year ChillerAI agreement on 6 November 2026, extending its commercial development focus within energy-efficiency technology. The agreement followed earlier updates about the company's energy-savings platform.

While a multiyear agreement provides a contractual framework, its financial contribution depends on the published commercial terms and delivery milestones. It should not be equated automatically with cash received at signing.

The 11 November 2026 price listing showed AUD 0.011 for Dotz Nano Limited, with a market capitalisation of AUD 8.64 mn; zero quoted movement does not necessarily confirm active trading.

NoviqTech: Provenance Software Serves Supply Chains

NoviqTech’s official corporate materials describe platforms intended to verify product provenance, track supply chains and support sustainability reporting. The company focuses on digital records and related information flows in industrial supply chains, fuels and carbon-related markets.

Its offering includes technologies designed to support traceability and compliance processes. These are operational software capabilities, and actual commercial results depend on customer implementations and contracts rather than the general size of the sustainability market.

The 11 November 2026 price listing showed AUD 0.039 for NoviqTech Limited, with a market capitalisation of AUD 15.81 mn; zero quoted movement does not necessarily confirm active trading.

Three Distinct Routes to Industrial Demand

Because the operating models diverge sharply, the strongest comparison is by project stage: exploration results, contracted service delivery and platform adoption.

What Comes Next

Next, watch for results that relate directly to these reported projects and Business models. For Connected Minerals Limited, Dotz Nano Limited and NoviqTech Limited, the relevant evidence will come from separately reported financial performance, contract delivery and customer uptake—not from assuming that one company’s milestone applies to the others.