Listed investment vehicles ended August at A$57.93 billion on ASX. September corporate activity at WLE, PIA and FSI; issuer notes on KKC, RF1 and PL8; and three charts on valuation gaps, fund size and monthly returns.
Movers & Shakers — Technology: From Adoption to Cash
Airgain, Lantronix and Intrusion lead this US-focused Technology edition, with a separate Australian section on Pointerra and Knosys. Adoption, funding and cash conversion reviewed through 24 September 2026.
Coppernico signs Sombrero drill contract; commencement authorisation remains pending
A minimum 5,000-metre contract advances Phase 2 preparation at Sombrero, with mobilisation still dependent on the remaining authorisation.
Gunnison Copper reports commercial production at Johnson Camp
Johnson Camp has reached commercial production while ramp-up continues. Sustained output and conversion to cash are the next measures to assess.
EcoGraf identifies potential Epanko capacity increase; financing case unchanged
A preliminary review suggests 20% higher Stage 1 capacity, while the 73,000-tonne feasibility case remains the development and debt-financing basis.
DLP outlines Aurora economics as Esperanza drilling begins
Aurora’s preliminary study sets out a development case with substantial capital requirements. The start of drilling at Esperanza is a separate project milestone.
IIR Alternatives Monitor — September 2026: Beyond the wrapper
Private credit, private equity, real assets and multi-strategy funds: the September issue examines portfolio cash flows, valuation evidence and investor access terms.
Movers & Shakers — Metals & Mining: From Promise to Proof
Gunnison, DLP, Coppernico and EcoGraf illustrate the different tests for production, project studies, drilling and finance. Reviewed through 24 September 2026.
IIR LMI Monthly Update — August 2026 data update (18 September 2026)
The IIR LMI Monthly Update with August 2026 data, circulated 18 September 2026.