Stock Analysis

• Sandfire Resources (ASX:SFR) rose 6.85% to AUD 20.29 on the back of its September 2026 quarterly showing copper and zinc production from Motheo and MATSA.

• PLS Group (ASX:PLS) advanced 8.85% to AUD 2.83, reflecting its position as a major lithium spodumene producer at Pilgangoora in Western Australia.

• James Hardie Industries (ASX:JHX) gained 9.05% to AUD 41.80, with the company providing a September 2026 update on North AmericanSupplyand land sales.

•Net Incomefor FY2026 reached $1,106 million, more than double the $511 million recorded in the prior year

• WAIO iron ore operations set Q1 records at both mine and port, increasing production 4% to 64.3 Mt despite significant planned maintenance

• North America delivered underlying EBIT of $1,034 million, up 101% on the prior year on materially higher US spreads

• Karlawinda Expansion Project (KEP) completed on schedule and within budget, achieving steady-state throughput of 6.5Mtpa