What’s Hot, Not & Doing
Brought to you by TSN Contributor & Wealth Advisor Nick Kelso
What’s Hot – SPL, RLG, TM1, VR1, THB, MGU, SS1, AWJ, OMA, UVA, MEU & BGD
What’s Not – REG
What’s Hot
SPL – Starpharma Holdings Limited today closed up 73% to finish at 22.5c on $5.7m stock traded. The reason they were up today was because they announced a collaboration and license agreement was signed with Genentech to develop potential cancer therapies that leverage its proprietary DEP drug delivery technology.
Genentech is a member of the Roche Group, the fifth-largest pharmaceutical company in the world by revenue and the leading provider of cancer treatments globally.
RLG – Roolife Group Limited today closed up 40% to finish at 0.7c on $2m stock traded. The reason they were up today was because they announced a binding two-year supply and procurement agreement was entered with Zhongshan Runlian Commercial.
The agreement is for the supply of its RLG branded coffee beans, beverages, food and coffee machines into the Chinese market.
TM1 – Terra Metals Limited today closed up 35% to finish at 15.5c on $1.3m stock traded. The reason they were up today was because they announced drilling results from the Phase 3 drilling program at its 100%-owned Dante Project located in the emerging West Musgrave mining hub of WA.
Drilling has intercepted 58m of magnetite reef mineralisation from 132m at the new Southwest Prospect, based on visual observations of the drill samples.
This represents the thickest reef interval encountered to date and confirms Terra’s strategy of systematically targeting thicker and higher-grade portions of reef mineralisation.
VR1 – Vection Technologies Limited today closed up 33% to finish at 7.2c on $15m stock traded. The reason they were up today was because they announced a $22.3m framework agreement was executed with a repeat NATO-approved customer and partner.
The NATO customer is active across the European defence ecosystem, with current extension limit set for up to $29.5m.
Beyond the financial metrics, the framework enhances Vection’s trusted position within the European defence ecosystem, building on its reputation for delivering to reputable partners and institutions across the region.
THB – Thunderbird Metals Limited today closed up 27% to finish at 1.9c on $400k stock traded. The reason they were up today was because they announced the acquisition of the Springfield Gold Deposit located in NSW.
Springfield brings a highly prospective, drill-ready gold project into its portfolio, complementing its existing Kookabookra and Rockvale Gold-Antimony Projects.
Springfield has previously returned assays of up to 27m @ 3.65g/t Au from surface & 65m @ 1.16g/t Au from 2m.
MGU – Magnum Mining and Exploration Limited today closed up 25% to finish at 1c on $200k stock traded. The reason they were up today was because they announced plans to investigate the establishment of a critical minerals processing hub on its 100%-owned tenements located at Lovelock, Nevada.
Magnum intends to permit the Lovelock Hub, with the aspiration to become the first U.S.-based modular antimony and REE processing facility.
SS1 – Sun Silver Limited today closed up 15% to finish at $1.07 on $5m stock traded. There was no news out today but last week they announced they commenced the process for completing a listing on the U.S. OTC Market.
North American exchanges, particularly the TSX and NYSE, host many of the world’s largest silver producers and developers, and silver companies typically trade at a premium to comparable ASX-listed peers.
Establishing a direct U.S. listing is therefore expected to provide SS1 with greater visibility to a market that understands the silver investment proposition and is prepared to value it accordingly.
AWJ – Auric Mining Limited today closed up 14% to finish at 20.5c on $550k stock traded. The reason they were up today was because they announced substantial progress has been made at the Munda Gold Mine with the first toll milling campaign formally scheduled at Black Cat Syndicate’s (BC8.asx) Lakewood Mill.
Mining of the Munda Starter Pit commenced earlier in 2025 and is expected to be completed in October/November.
OMA – Omega Oil & Gas Limited today closed up 10% to finish at 49.5c on $1.5m stock traded. The reason they were up today was because they announced a placement to raise $46m @ 41c through Bell Potter Securities, MST Financial & Prenzler Group.
Omega’s largest shareholders the Flannery family (Ilwella Pty Ltd and associated entities) and Tri-Star Group, strongly supported the placement.
UVA – Uvre Limited today closed up 10% to finish at 16.5c on $320k stock traded. There was no news out today but earlier this month they announced its maiden drilling program was set commence at its flagship Waitekauri Gold Project located in NZ.
The program is expected to commence in early October after signing a drilling contract with New Zealand-based EcoDrilling Limited and securing a diamond rig.
MEU – Marmota Limited today closed up 10% to finish at 5.6c on $300k stock traded. There was no news out today but roughly a fortnight ago they announced assay results from the Greenewood gold discovery within its Gawler Gold project located in South Australia.
The first batch of assay results from its maiden drilling program at the Greenewood returned assays of up to 24m @ 12 g/t from 20m including 4m @ 38 g/t gold from 24m.
BGD – Barton Gold Holdings Limited today closed up 10% to finish at $1.065 on $2m stock traded. The reason they were up today was because they announced became a member of the ASX All Ordinaries Index administered by the S&P Dow Jones Indices.
The All Ordinaries Index is a market value weighted index designed to measure the 500 largest companies in the Australian equities market.
This follows news last week that a JORC upgrade drilling program had commenced at its South Australian Tunkillia Gold Project.
What’s Not
REG – Regis Healthcare Limited today closed down 26% to finish at $6.80 on $44m stock traded. The reason they were down today was because they announced funding update along with its FY26 EBITDA outlook.
Regis has reviewed the changes announced by the Australian Government to residential aged care funding, including adjustments to the Australian National Aged Care Classification (AN-ACC) model, and an increase in the hotelling supplement.
Regis said the headline 4.7% increase to the AN-ACC industry starting price falls short of its expected increase.
Rats Rant – IMPORTANT INFORMATION
The idea of this report is to be informative and hopefully point out some stocks that you wouldn’t ordinarily have seen during the day, maybe even have a laugh too.This report IS NOT personal advice. Sanlam Private Wealth Pty Ltd DOES NOT PROVIDE personal advice, Sanlam Private Wealth provides General Financial Product Advice.All advice included in The Rat’s Rant is General Advice. Please refer to the General Advice Warning. The views expressed in this report are my views and may not necessarily reflect the same views as Sanlam Private Wealth.It is very important to refer to the ASX website for information on any companies / stock that are contained in this report and as always please consult your financial adviser before acting.
Important Notice
Rat Consulting Pty Ltd (ABN 81 148 181 588 ) Authorised Representative (No 001281456) of Sanlam Private Wealth Ltd (ABN 18 136 960 775) holder of Australian Financial Services Licence (AFSL 337 927).