Each one in plain English, with the numbers worked through for a shareholder.
1 Oct 2026business combination▲ GoodMajor
Lynas Rare Earths agrees a binding scheme to buy 100% of Meteoric, at 0.0207 Lynas shares per Meteoric share, about A$0.286 each (68.4% premium) and A$968M in total. The board unanimously recommends it, subject to no superior proposal and an independent expert's view. Shareholder and court approval are still required.
1 Oct 2026investor presentation● Neutral
Joint Lynas-Meteoric presentation on the proposed scheme, repeating the 1 October announcement. Text shown is mostly disclaimers and contains no new terms.
2 Sept 2026half year report● Neutral
Half-year to 30 June 2026: net loss A$27.1M (A$20.2M a year earlier). Cash A$37.8M and net assets A$66.4M. Largely confirms known activity; the text shown states the LI application began in May 2026.
10 Aug 2026other▲ Good
Existing ordinary shares begin trading on the US OTCQB market from 10 August under ticker METOF, alongside the ASX listing. No new shares were issued. Aimed at improving access for US and Brazilian investors.
31 July 2026investor presentation● Neutral
Investor presentation accompanying the 31 July DFS release, which it repeats. Notes a share price of A$0.18, about 2,906M shares and a A$523M market value. No new results.
31 July 2026other● Neutral
Notice of an investor webcast on the DFS hosted by the Managing Director on 31 July. Administrative invitation with no new information.
31 July 2026other▲ GoodMajor
Definitive Feasibility Study released: initial capex US$498M (PFS US$443M); at forecast prices pre-tax NPV8 US$4,249M and IRR 61%, at spot US$1,416M and 32%. Reserve revised to 151Mt at 3,524ppm TREO. Installation licence still expected Q4 2026; final investment decision follows licence and financing.
29 July 2026material agreement▲ GoodMajor
Non-binding memorandum with POSCO International (Korea) for up to 30% of Caldeira output for up to seven years. POSCO would explore equity investment and help access Korean export credit financing. Adds to the Neo and Ucore offtake MOUs; nothing binding yet.
16 July 2026resource reserve update▲ GoodMajor
Updated Probable Ore Reserve for the DFS is 146Mt at 3,546ppm TREO, up 42% in tonnes from the July 2025 PFS's 103Mt, with grade down 13%. Contained TREO rises 24% to 517kt, covering a 20-year mine life at 6Mtpa.
10 July 2026investor presentation● Neutral
Rick Rule Symposium presentation on Caldeira, citing the 9 July resource update. Text shown contains no new results.
9 July 2026resource reserve update▲ GoodMajor
Updated global resource is 1.6Bt at 2,317ppm TREO, up from 1.5Bt at 2,359ppm. Measured resources rise 246% to 128Mt at 2,815ppm after infill drilling at the southern licences feeding the DFS. Measured plus Indicated is 703Mt at 2,617ppm.
2 July 2026security holder rights change● Neutral
Following shareholder approval on 25 June, Meteoric changes from a No Liability company to a company limited by shares, renamed Meteoric Resources Limited from 2 July. A new constitution is adopted.
2 July 2026admin correction● Neutral
Revised governance checklist and statement adds a board skills matrix and corrects several answers, including now stating one recommendation (2.4) is not satisfied. Administrative correction with no business impact.
18 June 2026regulatory community update▼ BadMajor
State agency FEAM completed its site inspection in late May; its field report is pending. Federal agencies confirmed no radiological risk. Installation licence is now expected early in the December quarter 2026, later than the June 2026 estimate, with a final investment decision after.
11 June 2026production update▲ Good
Five months of pilot plant data show magnet rare earth recovery averaging 71%, with 80% in May after optimisation. Over 200kg of carbonate has gone to offtake partners, Magbras and separation studies. Impurities are below 2%, and costs are on budget.
29 Apr 2026material agreement▲ GoodMajor
Togni, Caldeira joint venture partner since December 2022, assigns the main production tenements (Capao do Mel, Soberbo, Figueira) to Meteoric. In return Togni gets a board nomination right and an option over up to 30% of MREC output on five years' notice.
29 Apr 2026capital raising announcement● Neutral
The A$40M placement announced 22 April is completed, with 235M new shares issued at A$0.17. Proceeds go toward advancing Caldeira to a final investment decision in 2026.
What it means for a shareholder
235m new shares at A$0.170 to raise about A$40.0m. Shares on issue before the raise aren't in the record, so the dilution can't be worked out.
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22 Apr 2026capital raising announcement▲ GoodMajor
Firm commitments for a A$40M placement of about 235M shares at A$0.17, nil discount to last close, to fund the DFS, licensing, pilot plant and infill drilling. Pro-forma cash is about A$58M, versus A$32.4M at December. Not underwritten.
What it means for a shareholder
235m new shares at A$0.170 to raise about A$40.0m. Shares on issue before the raise aren't in the record, so the dilution can't be worked out.
Create a free account to see this worked out for your own holding.
26 Mar 2026annual report● Neutral
Corporate governance checklist for the six-month transition period to 31 December 2025, pointing to the website statement. Administrative filing with no new information on the business.
26 Mar 2026annual report● Neutral
Transition annual report for the six months to 31 December 2025, after the year-end change from June. Chairman calls 2026 decisive: priorities are the installation licence, DFS, binding offtake and project financing. Financial figures not shown in the text.
19 Mar 2026investor presentation● Neutral
US-Brazil Forum on Critical Minerals presentation on Caldeira. Lists market value of about A$500M. Text shown contains no new results.
18 Mar 2026regulatory community update▲ Good
Minas Gerais Governor Zema and local mayors tour the pilot plant and express support for the project. Pilot plant is stated to be running at or above nameplate capacity. Repeats known results and adds no new figures or approvals.
9 Mar 2026regulatory community update▲ GoodMajor
Installation (construction) licence application lodged with state agency FEAM, the second of three licensing stages. It follows the December preliminary licence and includes the environmental control plan. This meets the early-2026 lodging target; approval is still pending.
2 Mar 2026regulatory community update▲ Good
A 10kg bulk sample of pilot plant carbonate goes to MagBras, a Brazilian magnet supply chain initiative financed by BNDES, to make magnets. Executive Director also gave samples to Brazil's Vice-President. No binding commitment or sale is stated.
18 Feb 2026investor presentation● Neutral
RIU Explorers Conference presentation on Caldeira. Snapshot shows A$0.185 share price (17 February), 2,646M shares and A$490M market value. Text shown contains no new results.
11 Feb 2026production update▲ GoodMajor
Pilot plant reaches nameplate output of about 2kg a day of mixed rare earth carbonate, with 70% magnet rare earth recovery matching ANSTO's piloting. Dysprosium and terbium recoveries beat ANSTO's. Samples now go to offtake partners for qualification.
7 Jan 2026debt financing▲ GoodMajor
Export Finance Australia gives a non-binding, conditional letter of support for up to US$50M (~A$77M) toward Caldeira, tied to Australian contractors. It adds to the US$250M EXIM letter of interest; neither is binding, and BNDES talks continue.
22 Dec 2025regulatory community update▲ GoodMajor
Preliminary environmental licence approved without restriction by unanimous council vote on 19 December, resolving the November postponement. Construction licence is expected to be lodged early 2026, with approval estimated June 2026. Final investment decision now targeted by mid-2026.
15 Dec 2025regulatory community update● Neutral
Ceremonial opening of the pilot plant with local and state officials. The A$1.5M plant is stated to produce about 500kg of carbonate a year. Repeats the known commissioning story and adds no new results.
10 Dec 2025production update▲ GoodMajor
First mixed rare earth carbonate produced at the Poços de Caldas pilot plant, as scheduled for early December. All unit processes commissioned on low-grade clay, with 100% process water recycled. Moves to ~4,000ppm TREO ore next; data feeds the DFS.
