Stock Analysis

MIME confirmed the Draft Deed of Amendment to the PEL 87 Petroleum Agreement as submitted by Pancontinental is acceptable, and the parties are progressing to signing. One condition of the approval is the reprocessing of the 3D seismic data covering PEL 87. Pancontinental is …

Italy's MASE confirmed the admissibility of proceeding with the Selva Malvezzi Environmental Impact Assessment, with a 60-day public observation period commencing effectively from 1 September 2026. The EIA documentation was submitted before the end of June 2026. The admissibility determination means the EIA process …

Santos has agreed to acquire 3.3% of the participating interest in PRL15 and the Papua LNG project from TotalEnergies for approximately US$189 million. The acquisition will increase Santos's PI from 17.7% to 21.0% (post State back-in). The acquisition is effective from 1 January 2026 …

FY26 sales revenue was $62.8 million (FY25: $72.7 million). Net cash inflows fromOperating Activitieswere $6.4 million (FY25: $42.6 million). Underlying EBITDA was $17.6 million (FY25: $41.6 million). Cash and cash equivalents at 30 June 2026 were $46.3 million (30 June 2025: $41.1 million). The …

The Kala Data Centre completed its first full quarter of continuous operation during the June 2026 quarter, with theFacilityfully commissioned and generating initial revenues at a proof-of-concept scale. Operations remain at an early stage andRevenuelevels have been modest while systems are being optimised. Tlou …

Otto plans to return approximately A$20 million to shareholders from existing cash reserves. The capital return is equivalent to A$0.417 per share on a post-consolidation basis. The capital return will be funded from Otto's existing cash reserves. The company intends to complete the share …

Statutory profit was $1,574 million, up from $1,481 million in FY25. Underlying profit was $1,159 million, compared to $1,490 million in FY25, reflecting lower realised oil prices, lower LNG trading gains, and higher depreciation andAmortisationin Integrated Gas. Underlying EBITDA was $3,220 million, compared to …