Elevra Lithium (ASX: ELV) reported FY26 June-quarter output of 54,479 tonnes, its second-highest quarterly result, but sales were 33,977 tonnes and end-period inventory rose to about 40,863 tonnes. The company said its realised lithium price averaged just US$919 per tonne, well below the current spot market, because sales were priced under legacy contracts linked to average market prices from October 2025 to March 2026. The shares fell 4.54% on the day, underperforming the broader market.

Bravura Solutions (ASX: BVS) raised its FY26 cash EBITDA forecast to about $77 million, up from its prior $69 million to $73 million range, while keeping revenue guidance unchanged at $280 million to $285 million. The company attributed the upgrade to steady demand for project work and tighter cost control. BVS shares climbed 13.17% to $2.32, outperforming the S&P/ASX 300 Index (ASX: XKO), which was up 0.1% to 8,705 points. Bravura is due to release its full-year result on 12 August.

Ingenia Communities Group (ASX: INA) shares were halted on the Australian Securities Exchange from 10 July 2026 while the company prepares a further announcement. No earnings or financial metrics were included with the notice, and the specific subject of the upcoming update was not disclosed. The halt is described as a standard ASX process intended to support orderly trading and fair disclosure. The pause will remain in place until Ingenia releases its next announcement.

Pantoro Gold Ltd (ASX: PNR) reported FY26 gold production of 77,408 ounces, below expectations, citing weaker contractor performance at the OK and Scotia underground mines, labour shortages and disruption from ground pressure and seismic activity. For FY27, the company guided to 90,000 to 105,000 ounces with all-in sustaining costs (AISC) of $2,800 to $3,400 an ounce, with only 40% to 45% of annual output expected in the first half. The stock fell 20.59% to $1.755, extending declines to about 34% over the past month and 64% since the start of 2026.

Cobre Ltd (ASX: CBE) said it has secured firm commitments to raise $90 million before costs via a two-tranche placement of about 300 million new shares at 30 cents each, a 9.1% discount to its last close. The second tranche of $18 million is subject to shareholder approval at an extraordinary general meeting expected in late August or early September. The company said proceeds will primarily support its Sierra Atacama Copper Project in Chile, alongside debt repayment, plant upgrades and additional drilling. After the announcement, shares fell 10.61% to 29.5 cents, despite being up 195% since the start of 2026 and about 640% over the past year.

Fletcher Building said it has raised its FY26 EBIT guidance to A$400–403 million, up 6.4%, and lifted EBIT from continuing operations excluding property sales to A$348–351 million. The company attributed the upgrade to stronger quarterly volumes in its manufacturing and distribution segments, helped by customers ordering earlier ahead of expected price rises. The update sent the stock up 7% on the day to a two-month high, turning its year-to-date return positive.

Steadfast Group (ASX: SDF) said it has extended by four weeks the exclusivity period for a A$6.00-per-share cash takeover proposal from an Amwins and Dragoneer-led consortium. The company said the proposal remains non-binding and indicative, with no formal agreement in place and no guarantee a deal will be reached. Over the past 12 months, SDF shares have fallen 13%, underperforming the ASX 200 index, which rose 3% over the same period.

Adairs Ltd (ASX: ADH) said it expects FY26 group sales of A$640–641.5 million, up 3.7% year on year at the midpoint, while underlying EBIT is forecast at A$53.5–55.5 million, down 1.3%. Bell Potter lifted its target price slightly to A$1.45 and maintained a hold rating. The stock is down 18% year to date, against a backdrop of continued pressure on consumer discretionary names.

Rising US-Iran tensions lifted crude prices, with WTI up 4.4% to US$73.57 a barrel and Brent up 5.2% to US$78.04. The move is a direct tailwind for ASX energy names including Woodside Energy (WDS) and Santos (STO). The piece also flags a sharp drop in gold, uranium miners buoyed by expectations around an Australia-India nuclear agreement, and a higher price target for MI6, but notes oil’s jump as the most immediate trading catalyst.