Each one in plain English, with the numbers worked through for a shareholder.
19 Oct 2026drilling result▲ Good
More eastern-zone infill results, including 35.2m at 4.8% Nb2O5 and 38.1m at 4.0%. Drilling totals 93,000m; 41 holes still awaiting assays. Resource update targeting a first Measured Resource moves to Q1 CY2027 (from late 2026); PFS due this quarter.
21 Sept 2026agm notice● Neutral
AGM set for 18 November 2026, with director nominations closing 6 October 2026. Administrative notice only; no new project information.
18 Sept 2026annual report● Neutral
2026 annual report for the year to 30 June recaps the May resource update (220 Mt at 1.0% Nb2O5, Indicated 93 Mt), beneficiation testwork and Major Project Status. PFS still targeted Q4 CY2026. Financial figures not visible in the text provided.
18 Sept 2026other● Neutral
Appendix 4G and corporate governance statement for the year to 30 June 2026, lodged with the annual report. Administrative compliance filing with no new project or financial information.
5 Aug 2026investor presentation● Neutral
Diggers & Dealers presentation restates 100% ownership of Luni and A$124M cash at 30 June. Share price was A$11.56 on 4 August, a market value of about A$859M, down from about A$1.04B in May. No new results in visible text.
30 July 2026quarterly activities report● Neutral
June quarter report recaps the May resource update (Indicated up 20 Mt to 93 Mt at 1.32% Nb2O5) and beneficiation results (44% at 54%). Airstrip completed, first flight in July. Cash was about A$124M at 30 June, down from about A$131M; PFS still Q4 CY2026.
29 July 2026drilling result▲ Good
Eastern-zone infill holes returned more high-grade niobium, including 21.4m at 7.4% Nb2O5 and 38.0m at 3.8%. Luni airstrip is now commissioned with direct flights. Drilling totals 90,000m; a resource update targeting a Measured component is planned later this year; PFS still Q4 CY2026.
22 June 2026well test result▲ GoodMajor
Scaled-up flotation tests on four composites (about 800kg) gave concentrate averaging 44% Nb2O5 at 54% recovery. Composite A, the focus for early mining years, gave 46% at 67%, improving on earlier recoveries. Pre-feasibility study now expected in Q4 calendar 2026.
20 May 2026investor presentation● Neutral
Canaccord conference presentation restates the May 2026 resource update, 100% ownership and A$131M cash at 31 March. Share price was A$14.04 on 19 May, a market value of about A$1.04B. No new results in visible text.
14 May 2026resource reserve update▲ GoodMajor
Updated resource lifts the Indicated portion by 20 Mt to 93 Mt at 1.32% Nb2O5, with a 35 Mt high-grade subset at 2.57%. Total resource is unchanged at 220 Mt at 1.0%. Indicated share is now 57% of contained niobium; Ore Reserve is the next target.
27 Apr 2026quarterly activities report● Neutral
March quarter report recaps earlier assays (9.4m at 9.3% Nb2O5) and says all data is in for a resource update expected in the June quarter. Cash was about A$131M at 31 March, from about A$138M. Rain delayed 2026 drilling start.
11 Mar 2026half year report● Neutral
Half-year to 31 December 2025: loss of A$2.35M (A$1.41M a year earlier), with A$22.4M of exploration spending capitalised. Cash was A$138.5M versus A$72.8M at 30 June, reflecting the A$100M placement. 74.3M shares on issue.
3 Mar 2026drilling result▲ Good
New holes next to the western Indicated resource include 93.1m at 2.1% Nb2O5 and 6.5m at 6.6%. All data inputs for the resource update are now in, with release expected in the June quarter. Rain delayed the airstrip to next quarter; company says critical path is unaffected.
28 Jan 2026quarterly activities report● Neutral
December quarter report recaps the earlier high-grade assays (67.3m at 5.4%), completed pump testing and ongoing airstrip clearing. Cash fell to about A$138M at 31 December from about A$155M at 30 September. Resource update still planned for 2026.
19 Jan 2026investor presentation● Neutral
January 2026 corporate presentation restates 100% ownership of Luni, A$155M cash (30 September 2025 balance) and 74.3M shares. Share price A$18.78 on 15 January gives a market value of about A$1.39B. No new results in visible text.
9 Jan 2026drilling result▲ Good
Southern infill holes returned high-grade niobium, including 9.4m at 9.3% Nb2O5 and 16.0m at 5.6%. Eastern aircore holes extend mineralisation over 400m beyond the resource envelope. 35,000m drilled in 2025 (85,000m total); updated resource still targeted for 2026.
21 Nov 2025regulatory community update▲ GoodMajor
Australian Government granted Luni Major Project Status for three years, giving case management and coordinated access to federal agencies. It is a recognition and facilitation step, not an approval; state and other permits remain the critical path.
20 Nov 2025investor presentation● Neutral
AGM presentation restates the Luni story with A$155M cash (30 September), 74.2M shares and a A$15.39 share price on 19 November. Market capitalisation about A$1.14B. No new results in visible text.
17 Nov 2025drilling result▲ GoodMajor
Best Luni hole yet: LUDD-0167 returned 67.3m at 5.4% Nb2O5, including 30.0m at 9.8%. Step-out holes east of the current resource boundary found extensions, such as 73m at 1.8%. Drilling now exceeds 83,000m; resource update still planned for 2026.
30 Oct 2025quarterly activities report▲ Good
September quarter report recaps the 96.8% niobium oxide result, new ferroniobium at 64.6% Nb (78% recovery), three rigs and airstrip works. Completion of the A$100M placement at A$17 lifted cash to about A$155M from about A$73M.
9 Oct 2025drilling result▲ Good
Infill assays in the eastern Indicated area include 11.7m at 6.0% Nb2O5 and 29m at 3.0%. Over 80,000m now drilled. An updated resource is now targeted for 2026, and airstrip clearing has begun as the first pre-development site works.
24 Sept 2025agm notice● Neutral
Annual general meeting set for on or around 20 November 2025, with director nominations closing 5pm AWST on 8 October 2025. Administrative notice only.
22 Sept 2025other● Neutral
Appendix 4G corporate governance checklist for the year to 30 June 2025, pointing to the governance statement on the company website. Administrative filing with no new business information.
22 Sept 2025annual report● Neutral
2025 annual report recaps the year: the 220 Mt resource (53 Mt high-grade at 2.2%), niobium concentrate, ferroniobium and oxide made at bench scale, and Bozanic becoming Chair after Lethridge's departure. Drilling continues to lift resource confidence. Financial figures are not visible in the extract.
15 Aug 2025capital raising announcement▲ GoodMajor
Firm commitments for a A$100M placement at A$17 per share, a 9.4% discount to the 5-day VWAP, issuing about 5.9M shares (about 74.2M after). Funds go to pre-development, permitting and infrastructure; pro forma cash about A$168M versus A$72.8M at 30 June.
5 Aug 2025investor presentation● Neutral
Diggers & Dealers August 2025 presentation restates the 220 Mt resource with 73 Mt Indicated at 1.38%, 100% ownership and A$73M cash at 30 June. Shows 68.4M shares and A$16.40 share price. No new results in visible text.
4 Aug 2025well test result▲ GoodMajor
First niobium oxide made from Luni concentrate in a 0.5kg bench test, grading 96.8% Nb2O5 at 91% recovery from unrefined concentrate. Extra ferroniobium samples were also made. Adds a higher-value product option to the earlier concentrate and ferroniobium proof-of-concept; small-scale only.
28 July 2025quarterly activities report● Neutral
June quarter report recaps the 220 Mt resource with 73 Mt Indicated, three rigs operating and the Bozanic and Maynard appointments. Cash was about $73M at 30 June, down from $82.0M at 31 March.
30 June 2025resource reserve update▲ GoodMajor
Updated Luni resource is 220 Mt at 1.0% Nb2O5, up 10% from 200 Mt, with a first Indicated portion of 73 Mt at 1.38%. High-grade subset is 53 Mt at 2.2%. This delivers the maiden Indicated target; 46% of contained niobium is upgraded.
30 June 2025investor presentation● Neutral
June 2025 corporate presentation adds the new Indicated resource to the Luni story. Shows share price A$16.43 (27 June), about A$1,113M undiluted market cap and A$82M cash (31 March). Kathleen Bozanic listed as Chair from 1 July.
