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July 16, 2026 — 11:30am
In the unforgiving world of capital markets, money talks. And over a frantic June period, a staggering $3.5 billion in fresh equity flooded the ASX across 56 separate deals. If you follow the money, you get a very clear lesson in what the market is prepared to pay for at any one time.
This wasn’t a gentle, even distribution of capital. Rather, it was a torrent that carved two distinct channels, one heading straight for the hard-rock geology of Australia’s mining sector and the other into the humming, expensive server farms of the artificial intelligence boom.
Megaport carried the flag for tech and AI, with Forrestania Resources and KGL Resources leading a heavy run of gold and mining sector raising.
