Weekly Company Reports

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This week's report · 17 October 2026

Emerald Resources (EMR)

Okvau Has a Soft Quarter While the Share Price Runs Ahead

Emerald Resources' September quarter saw Okvau produce 20,280 ounces, its lowest output in over a year, while the share price rose 27% since our last note. We look at the production ramp needed to meet guidance and the growth still to be confirmed at Memot and Dingo Range.

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Previous reports

11 October 2026

Capricorn Metals (CMM)

Karlawinda Expansion Project Complete

Capricorn Metals has finished the Karlawinda expansion, lifting capacity from 4Mtpa to 6.5Mtpa. The September quarter still shows the old run-rate, so the December and March quarters are the ones to watch.