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Materials

South32 (ASX:S32) Slashes Australia Manganese Guidance: 4 ASX Small Caps Set to Benefit

South32 has cut its FY26 Australia Manganese guidance after cyclone and rainfall disruptions at GEMCO. The supply squeeze could support manganese prices, creating an opening for ASX names such as Jupiter Mines, OM Holdings, Element 25 and Firebird Metals.

Materials

Commodities

Healthcare

Monash IVF (ASX:MVF) Rejects A$0.90 Soul Patt's Bid; Shares Slide 6% on Second Knockback

Monash IVF rejected a revised A$0.90 takeover bid, but shares fell 6% to A$0.72 as investors doubted a higher offer would follow. With the bid deadline closing, attention now shifts to the company’s standalone recovery.

Healthcare

Health

Energy

Viva Energy (ASX:VEA) Back in Focus as Geelong Refinery Fire Tests Australia's Fuel Security

Viva Energy is back in focus after the Geelong refinery fire raised fresh questions about Australia’s fuel security. While the damage appears contained and management expects capacity to recover in the coming weeks, the incident has highlighted how dependent Australia has become on just two domestic refineries, with Ampol now holding a stronger short-term position.

Energy

Commodities

Materials

Yancoal (ASX:YAL) Falls 2.35% After Signing $2.4bn Kestrel Deal: Buy the Dip or Wait?

Yancoal Australia (ASX:YAL) slipped 2.35% after announcing its US$2.4 billion acquisition of Kestrel Coal Group. The deal gives Yancoal access to one of Australia’s largest underground coal assets and lifts its exposure to metallurgical coal, but investors remain cautious about debt, approvals and execution risk.

Materials

mining

Industrials

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

Cleanaway has cut its FY26 EBIT guidance by A$20 million only six weeks after upgrading expectations, but the downgrade appears linked to fuel cost timing rather than a weaker core business. With most contracts expected to reprice by 1 July 2026, investors may see a clearer earnings recovery pathway heading into FY27.

Industrials

ASX 200

Materials

Rio Tinto's $2bn Boron Sale: Is RIO a Buy as It Reshapes Its Portfolio?

Rio Tinto’s proposed US$2 billion sale of its California boron assets signals a sharper focus on iron ore, copper, and lithium. While the move supports a leaner portfolio and stronger capital discipline, RIO’s recent share price strength means investors may need to weigh the long-term strategy against short-term valuation risk.

Materials

RIO

Insights |

By Sector

South32 (ASX:S32) Slashes Australia Manganese Guidance: 4 ASX Small Caps Set to Benefit

Monash IVF (ASX:MVF) Rejects A$0.90 Soul Patt's Bid; Shares Slide 6% on Second Knockback

Viva Energy (ASX:VEA) Back in Focus as Geelong Refinery Fire Tests Australia's Fuel Security

Yancoal (ASX:YAL) Falls 2.35% After Signing $2.4bn Kestrel Deal: Buy the Dip or Wait?

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

Rio Tinto's $2bn Boron Sale: Is RIO a Buy as It Reshapes Its Portfolio?

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