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Overview Argonaut Securities Pty Limited has been admitted as a full Participant of the National Stock Exchange of Australia (NSX), adding to its existing standing on the ASX and Cboe Global Markets. Date posted August 17, 2026 The admission allows Argonaut to execute trades directly on NSX, extending the firm's execution capability across a third Australian market.

Over the past 6 to 12 months, select industrials contractors have seen meaningful multiple expansion, particularly among more capital-intensive businesses and those with exposure to the data centre sector. However, a number of names have lagged direct peers, presenting a potential catch-up opportunity as the cycle develops. Near-term headwinds around fuel costs and contract timing have weighed on second-half FY26 results for parts of the sector.

Overview As Kevin Johnson completes his final day at Argonaut as a full time executive, we reflect on two decades of contribution to the firm he helped shape during a period of significant growth and change. Date posted June 30, 2026 Kevin joined Argonaut as employee number 23. The office was still under construction, with builders on the floor and a small team establishing itself at the top of Allendale Square. It didn’t take long for him to be convinced.

Overview Argonaut’s Energy Analyst Sarah Kerr joined Juliette Saly on ausbiz last week for The Close, sharing her analysis on global oil markets and the outlook for Australia's key energy names. Date posted June 29, 2026 On oil, Sarah sees Brent's mid US$70s level as a likely floor, with a significantly higher potential ceiling ahead.

Overview Applications are now open for the Argonaut Emerging Resources Professionals Bursary, supporting students pursuing one of our industry’s most sought-after academic and skill combinations. Date posted June 25, 2026 At Argonaut, we know firsthand the value of professionals with expertise across both finance and technical mining disciplines, with students from these degree pathways consistently among the strongest candidates in our internship and graduate recruitment programs.

While lithium equities have come under pressure in recent weeks amid softer spot pricing and concerns around potential mine restarts, the broader demand outlook continues to strengthen. Battery Energy Storage Systems remain a key driver of market growth, complemented by rising EV sales and the emergence of electric truck demand.

Gold prices have come under notable pressure in recent weeks, driven by a combination of geopolitical instability and a broader tightening in global liquidity conditions. While the sell‑off has weighed on sentiment across gold equities, we view much of the recent weakness as cyclical rather than structural.

Overview Argonaut recently attended a site tour of AIC Mines’ (ASX:A1M) Eloise Copper Operation in Queensland, with Head of Research Hayden Bairstow visiting to assess operational performance and progress across the mine and processing infrastructure. Date posted June 11, 2026 The visit included inspections of key underground mining areas at Eloise, extending to depths of more than 1.5km below surface, as well as the new Jericho development and the ongoing process plant expansion project.

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Despite recent pullbacks in spot pricing, underlying fundamentals remain tight, with contracting activity below replacement levels, rising demand linked to energy security and the expanding role of AI, and increasing financial participation in the market. The structural outlook continues to point to a widening supply gap through the early 2030s, with new production requiring near‑perfect execution across the development pipeline to meet future demand.