Cyprium Metals Ltd (ASX:CYM, OTCQB:CYPMF) has outlined a suite of high-priority copper targets across its Paterson Exploration Project in Western Australia after completing a first-pass review of a substantial exploration data package inherited following the exit of former joint venture partner IGO.
The review marks an important reset for Cyprium Metals, which regained full control of around 2,000 square kilometres of prospective ground in the Paterson province after the dissolution of its farm-in and joint venture agreement with IGO in 2025.
The S&P/ASX Small Ordinaries Index (ASX: XSO) edged higher on Monday, closing at 3,960.90, up 3.80 points or 0.096% on the day and 0.53% over the past five trading sessions, as modest gains across small-cap resources stocks supported the benchmark.
It has been a slow start to the morning on the news front, but several ASX-listed explorers and developers have released updates. You can read about these and more throughout the day. You can also check out our uranium piece. The price of uranium continues to rise, assisting most companies on the ASX.
Royal Caribbean Cruises Ltd (NYSE:RCL) is set to report its Q4 earnings this month, with Jefferies updating its forecasts ahead of the release to reflect a modestly above-consensus view for the quarter, while lowering their expectations for the first half of 2026.
The analysts wrote that the changes reflect pricing and cost dynamics observed in recent channel checks, particularly in the Caribbean market.
Procter & Gamble Co (NYSE:PG, XETRA:PRG) (P&G) is expected to post a softer fiscal second quarter, according to UBS analysts, who see a more constructive setup later in the year as industry conditions improve.
UBS projects earnings per share (EPS) of $1.84, $0.03 below the Wall Street consensus.
Reconnaissance Energy Africa Ltd (TSX-V:RECO, OTCQX:RECAF, FRA:0XD) said on Monday it has raised C$36.8 million ($27.2 million) after completing an underwritten equity offering, including the full exercise of an over-allotment option.
The Canada-listed oil and gas explorer issued 38.7 million units at C$0.95 each, with each unit consisting of one common share and one-half of a common share purchase warrant, the company said. Each full warrant allows the holder to buy one share at C$1.20 within 36 months of the offering’s close.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB)’ Threads app has overtaken Elon Musk-owned X in daily mobile users, underscoring intensifying competition in the social media market as Meta pushes new features and leverages its broader app ecosystem.
Threads now attracts about 141.5 million daily active users on mobile, compared with roughly 125 million for X, according to market intelligence firm Similarweb.
VF Corp (NYSE:VFC, XETRA:VFP)’s third quarter earnings report is expected to be largely in line with market expectations, with UBS analysts believing that the results are unlikely to prompt major revisions to the company’s valuation or sell-side forecasts.
UBS projects the Vans and Timberland maker to report Q3 earnings per share (EPS) of $0.44, compared with the Street estimate of $0.45, and says its checks indicate the company’s sales growth trend was in line with Street estimates.
Millennial Potash Corp (TSX-V:MLP, OTCQB:MLPNF, FRA:XOD) said on Monday it will raise C$15.25 million through a bought-deal private placement to fund work on its Banio potash project.
The junior resource company will issue five million units at C$3.05 each under the offering, it said. Each unit will comprise one common share and half of one share purchase warrant. Each full warrant will be exercisable at C$4 per share for a period of three years from the closing date.
UBS analysts say Spotify Technology SA (NYSE:SPOT)’s latest price increase is a sign the company is on track for stronger revenue growth and margin expansion in 2026, and that the move could lift near-term earnings expectations.
Spotify announced last week it is raising the cost of its Premium plan from $11.99 to $12.99 per month in the US, Estonia and Latvia.
Netflix Inc (NASDAQ:NFLX, XETRA:NFC) shares head into this week's earnings report under pressure after a weaker-than-expected third quarter and softer fourth quarter guidance, Wedbush analysts believe, noting that investors will be focused on whether advertising momentum and subscriber trends can reaccelerate growth.
The analysts believe that the recent share price decline reflects both execution questions and lingering uncertainty tied to a pending Warner Bros transaction. “Shares have been in decline since Netflix reported underwhelming Q3 results and Q4 guidance, after several quarters of phenomenal results, amid the overhang from the contentious pending WB acquisition,” the analysts wrote.
Intercontinental Exchange Inc (NYSE:ICE), the parent company of the New York Stock Exchange (NYSE), has developed a platform for trading and on-chain settlement of tokenized securities and will seek regulatory approval to launch it.
The platform is designed to support 24/7 trading of US-listed equities and ETFs, with instant settlement, dollar-sized orders, fractional shares, and stablecoin-based funding.
Tesla Inc (NASDAQ:TSLA) and several automakers controlled by Zhejiang Geely Holding Group are expected to be among the first beneficiaries of Canada’s decision to cut import tariffs on electric vehicles made in China.
Under a trade agreement announced on Friday, Canada will allow up to 49,000 Chinese-made EVs to enter the country annually at a tariff rate of 6.1%, replacing a 100% duty imposed in 2024.
Canada’s annual inflation rate rose to 2.4% in December, edging above expectations as the impact of a temporary federal tax holiday a year earlier dropped out of the annual comparison, Statistics Canada data showed on Monday.
The increase followed a 2.2% reading in November and compared with expectations in a Reuters poll of economists for inflation to hold steady at 2.2%.
Gold and silver prices climbed to fresh record highs as investors moved into safe-haven assets following renewed trade-war concerns linked to comments by US President Donald Trump regarding Greenland and potential tariffs on European countries.
Trump warned that the US could impose new tariffs on several European nations, including France, Germany and the UK, over opposition to his push for the US to acquire or exert control over Greenland.
Wall Street heads into the new week with a familiar knot in its stomach: just when markets were getting comfortable again, President Donald Trump has thrown geopolitics — and tariffs — back into the spotlight.
US markets are closed on Monday for the Martin Luther King Jr Day holiday, but futures are already flashing warning signs. Asian stocks slid overnight, European futures are pointing lower, and investors are piling into traditional havens. Gold and silver have surged to record highs, the dollar is broadly weaker, and there’s a noticeable “risk-off” feel as traders brace for what could be a volatile few days.
A potential extra £3.8 billion of product sales of sporting goods could be driven by the FIFA World Cup in America this year, according to analysts at Citi.
The potential market for global World Cup-related sales around the globe are expected to include different nations' team kits (or "jerseys", as they call them at the US bank), balls and other "culturally relevant products".
Micron Technology Inc (NASDAQ:MU) announced that it will acquire a major semiconductor fabrication facility in Taiwan from Powerchip Semiconductor Manufacturing Corporation (PSMC) for approximately US$1.8 billion in cash, expanding its memory manufacturing capacity amid rising global demand.
The transaction involves PSMC’s P5 fabrication site located in Tongluo, Miaoli County, Taiwan. Micron has signed an exclusive letter of intent to purchase the site, which includes an existing 300-millimeter wafer fab cleanroom spanning roughly 300,000 square feet.
The fourth-quarter earnings season should be broadly constructive for markets, JPMorgan strategists expect, arguing that resilient activity momentum points to better earnings delivery than current consensus forecasts, despite recent geopolitical and tariff-related headlines.
Equity strategists at the bank said the latest headlines, while they may provide “an excuse for some derisking”, do not undermine what is seen as a supportive fundamental backdrop for equities.
New Era Energy & Digital (NASDAQ:NUAI) announced it has entered into a partnership with Primary Digital Infrastructure to co-develop the Texas Critical Data Centers (TCDC) project, a hyperscale data center campus planned for Ector County in the Permian Basin region of Texas.
The companies will co-sponsor the project, which is designed as an approximately 1 GW+ campus engineered to support next-generation hyperscale computing requirements.
Replenish Nutrients Holding Corp (CSE:ERTH, OTC:VVIVF, FRA:7KE) said on Monday it plans a non-brokered private placement of up to C$3 million to fund growth in its regenerative fertilizer business, including expanded production and licensing partnerships in North America.
The Canadian company will offer units priced at C$0.12 each, with every unit comprising one common share and one warrant exercisable at C$0.18 for a period of 24 months.
Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF, FRA:H3M) has been downgraded to 'neutral' from 'overweight' by JPMorgan, which has also placed the stock on 'negative catalyst watch' as it urges investors to become more selective across European gold miners ahead of the fourth-quarter reporting season.
In a sector note, JPMorgan said it remains broadly bullish on gold equities but sees “some room for stock-specific downside risks” as results approach, including creeping cost inflation and the prospect of higher government royalties in countries such as Ghana and Côte d’Ivoire.
Cavendish has reaiterated its 'buy' on shares in Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF, FRA:HHU) pointing to early revenue growth and the start of commercial sales of the company’s newly approved grass pollen treatment in Germany.
In a note, the broker, which has a 13p price target, said the group had delivered a “highly encouraging” trading update for the six months to December 2025, particularly given the backdrop of its transition away from unregistered products in Germany.
Shares in Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) rose 13% to 2.08p after the company named a new chairman, a move investors took as a signal of growing focus on commercial execution as its gene therapy programmes mature.
The London-listed group said Gad Berdugo has joined the board with immediate effect as independent non-executive chairman. Tamara Joseph will remain on the board, providing continuity.
Shares in ACG Metals Ltd (LSE:ACG, FRA:Y9C, OTC:ACGAF) rose 5% to 1,340p on Monday after the group said it had beaten production guidance in 2025 and remains on track to transition into a copper producer later this year.
The miner delivered 39,200 ounces of gold equivalent from its Gediktepe mine in Turkey, around 3% above the top end of guidance, marking the asset’s first full year under ACG’s ownership. Strong operational performance and tighter cost control helped cut C1 cash costs by 18% to $499 an ounce.
Bitcoin and most other major cryptocurrencies fell sharply overnight, in synch with equity futures and other financial market products.
The dollar price of bitcoin was down 2.15% over 24 hours to $92,989, having come close to $98K last week, but was largely flat over the past seven days.
The UK government is moving to revive direct investment in corporate bonds by individuals, unveiling a kitemark system designed to make the market more accessible after years of decline.
The exchange will introduce “Access Bonds”, a label intended to signal suitable corporate bond issues on retail platforms, while the Financial Conduct Authority will oversee a stricter designation for so-called Plain Vanilla Listed Bonds, aimed at simpler, standardised products.
European capitals are weighing their most forceful response in decades to pressure from Washington, as tensions over Greenland spill into trade and security policy.
According to the Financial Times, EU officials are preparing a retaliation package that could include tariffs on up to €93 billion of US goods or limits on American companies’ access to the single market, should President Donald Trump follow through on threats against Nato allies .
ACG Metals Ltd (LSE:ACG, FRA:Y9C, OTC:ACGAF) said it exceeded production guidance in 2025 and remains on track to become a copper producer in the first half of this year, following strong operational performance at its Gediktepe mine in Turkey.
The company produced 39,200 ounces of gold equivalent last year, 3% above the top end of guidance, while cash costs fell sharply to $499 an ounce as tighter cost controls took effect.
Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF, FRA:9K3) has begun a new phase of testing at its flagship helium exploration project in southern Tanzania, as the AIM-listed company looks to assess whether deeper rock layers can deliver higher gas flows.
The company said on Monday that testing with an electrical submersible pump, or ESP, has started at its ITW-1 well in the southern Rukwa basin.
Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF, FRA:HHU) said on Monday that revenues rose in the first half of its financial year, helped by a recovery in Germany and the launch of its first new allergy injection in that market for two decades.
The AIM-listed group said sales for the six months to the end of December are expected to come in at £36.3 million, up from £34.0 million a year earlier.
Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) has appointed a new chairman as the London-listed biotechnology company steps up efforts to push its gene therapy research towards the clinic and, eventually, the market.
The company said Gad Berdugo has joined the board with immediate effect and will become independent non-executive chairman, while Tamara Joseph will remain a director to provide continuity.
American Rare Earths Ltd (ASX:ARR, OTCQB:ARRNF) has sharpened its focus on advancing its flagship Halleck Creek Rare Earths Project in Wyoming, United States, after completing the sale of its non-core shareholding in Godolphin Resources Ltd.
The transaction delivered a value-accretive outcome and provides additional financial flexibility as the company progresses technical studies, metallurgical optimisation and development planning at Halleck Creek.
Lumos Diagnostics Holdings Ltd (ASX:LDX, OTC:LDXHF) has secured a follow-on contract worth about US$400,000 with US partner Aptatek Biosciences Inc. to manage a key clinical study aimed at progressing the PheCheck™ in-home phenylketonuria (PKU) monitoring device towards US regulatory clearance.
The new agreement marks the next phase of a long-running collaboration between the two companies and will see Lumos manage an Institutional Review Board (IRB)-approved, multi-centre clinical study designed to support a submission for clearance by the US Food and Drug Administration (FDA).
Orthocell Ltd (ASX:OCC, OTC:ORHHF) has delivered a seventh consecutive quarter of record revenue, reporting $3.2 million in sales for the December 2025 quarter as early momentum builds from its US nerve repair product Remplir.
The result represents a 45% increase on the prior corresponding period and a 7% lift on the previous quarterly record, extending a run of consistent growth that the company says reflects rising adoption across both established and emerging markets.
Resolution Minerals Ltd (ASX:RML, OTC:RLMLF, FRA:NC3) has outlined a renewed push to advance and develop the past-producing Golden Gate Tungsten Mine, sharpening its focus on building a US-based critical metals platform at its Horse Heaven project in Idaho.
The company said the next phase of work follows a positive review of historical data, discussions with prior operators and encouraging insights from recent drilling, all of which point to meaningful potential for additional tungsten mineralisation beyond the historic workings.
Buru Energy Ltd (ASX:BRU, OTC:BRNGF) continued to progress its Rafael Gas Project during the December 2025 quarter, advancing funding discussions, maturing drilling plans and securing key approvals ahead of a pivotal 2026 appraisal and flow-testing program.
The company also strengthened its balance sheet through a $2.35 million Share Purchase Plan, while maintaining a streamlined exploration footprint across the Canning Basin.
Riversgold Ltd (ASX:RGL, FRA:RGV, OTC:RVSGF) has reported assay results from a further 21 drillholes at its Northern Zone intrusive-hosted gold project, part of the company’s broader Kalgoorlie Gold Project located about 25 kilometres east of Kalgoorlie in Western Australia.
