Talga Group (ASX:TLG) signs a non-binding Letter of Intent (LOI) with Japanese trading company Hanwa Co., Ltd. to negotiate a long-term offtake agreement and potential project-level investment for its Vittangi Anode Project in Sweden.

🤝 Strategic partnership: The parties will negotiate a binding long-term offtake agreement for Talnode® graphite anode products, alongside a potential investment by Hanwa Co. and/or other Japanese investors in the Vittangi Anode Project.
🔋 Battery supply chain: Hanwa Co., which generated US$17.2 billion in sales in 2026, is expanding its focus on critical minerals and battery materials, supporting Talga Group`s plans to supply the global lithium-ion battery market.
📅 Next steps: Due diligence and term sheet negotiations are targeted for the third quarter of calendar 2026, with definitive agreements planned for the following quarter. Talga Group notes the LOI is non-binding and no material financial impact will occur unless binding agreements are executed.

“This LOI with a major Japanese trading house of Hanwa’s scale and battery materials expertise is a strong endorsement of the Vittangi Anode Project, and reinforces Talga’s position as a credible, independent supplier to the global battery industry." – Talga Group CEO Martin Phillips

New Hope Group (ASX:NHC) is a top 200 ASX listed company and Australian coal producer with operations spanning the Bengalla Mine in New South Wales and the New Acland Mine in Queensland, alongside associated port and agricultural businesses. The company has delivered another strong operational quarter, increasing production, coal sales and earnings while maintaining a robust balance sheet to support future growth across its portfolio. Ahead of presenting at the Sydney Mining Club, CEO Rob Bishop joins The Stock Network`s Lel Smits to discuss the drivers behind New Hope`s latest performance, its operational strategy and the outlook for its key mining assets.

🪓 Strong operational and financial performance
🚀 Growth across the New Hope Group portfolio

🗓 Thursday 6 August 2026
📍 Ivy Ballroom

Xenitra (ASX:XEN) has signed a three-year over-the-counter (OTC) pharmaceutical procurement agreement with Kangsheng International Trading Limited, targeting a minimum of A$12 million in sales through its Hong Kong Fukang subsidiary.

💊 Commercial launch: The agreement marks the first major commercial contract for Xenitra`s OTC pharmaceuticals division.
🌏 China expansion: Kangsheng`s distribution network provides Xenitra with an established route into China`s healthcare market.
📈 Growth strategy: The deal supports Xenitra`s three-pillar strategy alongside its nutritionals and OPAL businesses.

"In terms of Xenitra’s core strategy, this deal demonstrates concrete delivery against the third and final growth pillar. Taken together with the explosive growth after launch of the OPAL tokenised sales division, this deal demonstrates that the company is now delivering on all parts of the new long-term growth strategy, as we enter FY27." – Xenitra Non-Executive Chairman Dr Anthony Noble

Far East Gold (ASX:FEG) continues to urge shareholders to carefully consider all available information as the takeover battle with Xingye Gold intensifies. Managing Director & CEO Shane Menere joins Lel Smits from The Stock Network to explain why the Board believes this is a critical decision, respond to Xingye`s latest claims, discuss the Independent Expert`s valuation, and outline why shareholders should carefully assess the Far East Gold`s long-term value before accepting the Offer.

⚖️ Why Far East Gold believes this decision is critical
📊 The Independent Expert`s valuation
🛡️ Responding to Xingye`s latest claims
⛏️ FEG`s financial position and future strategy
📢 Founder message to shareholders

Streamplay Studio (ASX:SP8) says the Winter Burrow game, published by its wholly owned subsidiary Noodlecake Studios, has surpassed A$5.7 million in cumulative revenue since launch. The game will now soon enter into the mobile gaming market through the Apple App Store and Google Play.

🎮 Revenue growth: The Winter Burrow game has generated A$5.7 million in revenue and more than 700,000 downloads, purchases and player activations across PC and console.
📈 Player engagement: A recent Steam promotion boosted sales, while wish lists have grown to more than 520,000.
📱 Mobile launch: Winter Burrow is targeting an Apple App Store and Google Play release on 30 September 2026, expanding its audience into mobile gaming.

"Bringing the game onto mobile is an exciting next step for the team and creates an opportunity to introduce Winter Burrow to a significantly broader audience while continuing to support the existing PC and console community." – Ryan Holowaty, CEO of wholly owned Streamplay Studio subsidiary Noodlecake

49 Metals (ASX:49M) has delivered another strong set of drilling results from its Gold Mountain Project in Nevada, with a broad 64-metre gold intercept adding to confidence that the Company is defining a large gold system. The latest results expand the high-grade Adit Zone discovery, while multiple assay results are still pending. CEO Phil Carter joins The Stock Network`s Lel Smits to discuss the latest drilling results and what they reveal about the scale of the Gold Mountain project as the high grade discovery continues to grow.

🇺🇲 Broad gold system taking shape in Nevada, U.S.A.
⚒️ High-grade discovery continues to grow
🪓 Six drill holes still awaiting assays and follow-up drilling planned

Lumos Diagnostics (ASX:LDX) reports further commercial progress for its FebriDx® rapid diagnostic test in the United States, with a leading urgent care group beginning a network rollout and additional major accounts advancing through clinical and economic validation.

🏥 Network rollout: A top 100 U.S. urgent care group has moved directly into deploying FebriDx® across more than 30 sites following successful engagement, marking another step in Lumos Diagnostics’ commercialisation strategy.
📈 Pipeline building: Three additional tier-one urgent care groups, representing more than 230 sites, are progressing through clinical and economic validation, creating potential opportunities for broader network adoption.
🇺🇸 Commercial focus: Lumos Diagnostics continues to target the top 100 U.S. urgent care groups, which together represent an estimated 40% of all urgent care sites in the country; the company has also introduced a four-stage framework to track customer progression from engagement through to standardised adoption.

"These engagements are consistent with Lumos’ commercialisation approach of focusing resources on large multi-site groups where a successful initial validation can lead to a faster expansion outcome within an existing account." – Lumos Diagnostics CEO Doug Ward

Software-as-a-Service company Monvia has listed on the ASX with the ticker code of MNV. The Insurtech’s flagship product, the cloud-based end-to-end Monvia Life Platform, is a specialist software solution for life insurance groups. The product is deeply integrated into the operations of regulated life insurers, helping them deliver full life-cycle management for their advisors, customers and internal teams. Monvia has long-term relationships with a number of key clients, including MetLife, that have over time generated substantial ongoing recurring revenue streams for the company.

Media: The Stock Network, @lelsmits