archTIS Ltd (ASX:AR9, OTCQB:ARHLF) has completed custom software development work for a US Department of Defense (DoD) project first announced in October 2025, with the solution now “production-ready”.
The only remaining item is a final third-party integration component that depends on input from an external provider, with delivery targeted for the first week of February. Acceptance criteria have been agreed and the timing confirmed by all parties.
St George Mining Ltd (ASX:SGQ, FRA:S0G) has stepped up its engagement in Washington, appointing the Ervin Graves Strategy Group to help build relationships with key US government agencies as the Trump Administration pushes harder to secure critical mineral supply chains across the Western Hemisphere.
The Washington DC-based government relations firm will support St George’s US outreach as the company advances its 100%-owned Araxá rare earths-niobium project in Minas Gerais, Brazil — an asset St George believes is strategically located to supply US-focused supply chain initiatives from within the Western Hemisphere.
88 Energy Ltd (AIM:88E, ASX:88E, OTCQB:EEENF, FRA:POQ) said it has secured access to the Schrader Bluff 3D seismic dataset released by Alaska’s Department of Natural Resources, Oil and Gas Division.
The company said the survey provides high-quality subsurface coverage across the North-West Hub of its South Prudhoe acreage, next to the Prudhoe Bay Unit, and will be used to strengthen future exploration decisions.
European Lithium Ltd (ASX:EUR, OTCQB:EULIF) has agreed to acquire US-based titanium producer Velta Holding in an all-scrip deal that would broaden the company’s exposure beyond lithium into another strategically important critical material.
Under a binding agreement announced on Tuesday, European Lithium will acquire 100% of Velta for consideration of about 173 million fully paid ordinary shares, subject to final due diligence and the satisfaction of customary conditions precedent. Upon completion, the shares will be issued to Velta’s existing shareholders.
Over the past year, Elsight Ltd (ASX:ELS) has shifted from a little-noticed drone connectivity specialist into one of the ASX’s strongest-performing technology stocks, as defence demand, contract execution and revenue growth converged.
The stock is up more than 1,400% over the past 12 months, including a more than 13% gain over the past five days, rising again on Tuesday after reporting record quarterly results.
Nova Minerals Ltd (ASX:NVA, NASDAQ:NVA, OTC:NVAAF, FRA:QM3) has highlighted December 2025 quarterly progress led by its securing of US$43.4 million (A$65.5 million) in non-dilutive funding from the US Department of War (DoW), fully funding stage one development of a domestic antimony supply chain at its Estelle Project in Alaska.
The company said the Defense Production Act Title III award materially strengthened Nova’s balance sheet and supports its strategy to become a fully integrated US-based producer of military-grade antimony, with first production targeted for late 2026 to early 2027.
Highfield Resources Ltd (ASX:HFR) strengthened its funding position during the December 2025 quarter, securing $10 million in convertible note funding from existing strategic investors while continuing to progress permitting and development readiness at its flagship Muga Potash Project in northern Spain.
The quarter was focused on balance sheet support, cost control and stakeholder engagement as the company awaits a ruling from the Spanish Supreme Court on the appeal related to the Goyo mining concession.
VBX Ltd (ASX: VBX) has reported improved beneficiation outcomes from metallurgical optimisation test work completed as part of the Definitive Feasibility Study (DFS) at its Wuudagu bauxite project in northern Western Australia.
The news sent VBX shares soaring 14.29% to $0.640 by midday trade.
Argent Minerals Ltd (ASX: ARD) has kicked off its 2026 exploration campaign at the wholly owned Kempfield Silver-Polymetallic Project in the Lachlan Orogen of New South Wales, with a diamond drilling program targeting multiple silver and polymetallic zones.
The company plans 10 diamond drill holes (DDH) for about 1,880 m, designed to test extensions to known mineralisation and follow up conductive trends identified from VTEM geophysics.
Zavier Wong, market analyst at eToro, shares his three things to watch in Australia in the coming days.
Big Tech earnings take centre stage this week, with Apple, Microsoft, Meta and Tesla all reporting as investors weigh the payoff from a new wave of AI investment. There’s no doubt that a significant number of local investors will be watching these earnings closely, as all four companies are currently among the top 10 most held stocks on the eToro platform in Australia. Capital spending across Big Tech is now expected to rise around 47% in 2026 to roughly USD$630 billion, putting greater focus on execution and returns. All four names could do with solid results, having underperformed the S&P 500 over the past year.
Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) delivered record quarterly gold-equivalent production in the December 2025 quarter, supported by higher output across its three operating assets and a stronger gold price environment.
The company produced 43,663 gold equivalent ounces (AuEq) during the quarter at an all-in sustaining cost (AISC) of $2,739/AuEq oz, marking its highest quarterly production to date. Mine operating cash flow reached $133 million, underpinning a $58 million increase in cash and bullion over the period.
Apollo Minerals Ltd (ASX:AON, FRA:4AP) has secured a fresh 5-year runway at its Couflens high-grade tungsten-gold project in southern France after receiving formal notice from the Directorate General for Energy and Climate of the French Ministry that the Couflens exploration permit has been reinstated.
The 42km² Couflens licence sits in the Pyrenees and hosts the historic Salau mine, regarded as one of the world’s highest-grade tungsten operations during its 1971–1986 production run.
Kairos Minerals Ltd (ASX:KAI, OTCQB:KAIFF, FRA:YAJ) has expanded its footprint around the Mt York Gold Project in Western Australia’s Pilbara after signing a binding agreement to acquire Trek Metals Ltd’s adjoining Pincunah Project, strengthening its control over a highly prospective gold corridor.
The acquisition adds more than 160 square kilometres of tenure immediately south-east of Kairos’ 1.4-million-ounce Mt York resource and captures the southern extension of the banded iron formation (BIF) that hosts the project’s gold mineralisation. Kairos plans to prioritise drill testing at the newly acquired Carlindi Prospect in the first half of 2026, targeting near-surface gold that could be added to the Mt York resource base.
BOA Resources Ltd (ASX:BOA) has appointed mining and exploration geologist David Reid as exploration manager as it moves into an active work phase at the Neds Creek Copper Project in Western Australia.
The appointment follows BOA’s completion of its buy-in to Neds Creek, with the company flagging nine drill-ready targets for a drilling campaign in Q2 CY2026.