TCN Media & Investor Newsletter | OIL, FBR, KCC, EMP and NIC

The end of the 2025 financial year is just around the corner, with ASX-listed companies gearing up to crunch the numbers, look back on their highs and lows, and prepare their reports for the year that was.

It’s a busy but exciting season that sets the tone for shareholder updates, dividend decisions, and a fresh new lap around the markets.

And on the corporate front, it’s also a bustling time with many listed companies seizing the opportunity to build momentum through investor engagement events and key industry conferences.

Optiscan Imaging (ASX: OIL)

Last week at The Capital Network (TCN), we hit the road with Optiscan Imaging (ASX: OIL) CEO and Managing Director Dr Camile Farah to share the company’s latest milestones with healthcare analysts, sophisticated investors, and brokers in Sydney and Melbourne.

Optiscan is a global pioneer in microscopic imaging and digital pathology, developing and commercialising real-time, high-resolution imaging systems for use in surgery, diagnostics, and research.

At its core, the group’s technology is reshaping how clinicians detect and treat disease. And international adoption is gathering steam.

Recent accomplishments include substantial progress in the development of Optiscan’s robotic-compatible digital endomicroscopic imaging system, as part of a collaboration with prestigious US medical group, the Mayo Clinic.

With momentum building across both clinical and commercial fronts, we were thrilled to support Optiscan through TCN’s investor introduction program, just as the company enters an exciting new chapter in its growth journey.

TCN is also supporting robotic technology company FBR Limited (ASX: FBR) on its East Coast roadshow over the coming week.

Here, CEO Mark Pivac will spread the word on the commercialisation push for the group’s fully automated robotic bricklaying system known as Hadrian X, which can operate with precision in an outdoor environment by utilising the company’s proprietary Dynamic Stabilisation Technology (DST).

FBR has already built 42 structures using Hadrian X - 32 in Western Australia and 10 in Florida - and is now gearing up for full commercial deployment, with potential applications for its technology stretching beyond the construction sector alone.

The company recently executed an Engineering Service Agreement with one of the world’s largest shipbuilders, Samsung Heavy Industries, to deliver the first phase of a shipbuilding automation project.

Here, FBR will be tasked with developing and conducing a physical demonstration and validation of a core technology module for a shipbuilding construction robot. This ‘Phase 1’ of the collaboration is expected to be completed within five months.

The duo also plan to work on broader commercialisation business models for the shipbuilding construction robot, in preparation for potential subsequent phases of their cooperation.

Kincora Copper (ASX: KCC)

Kincora Copper (ASX: KCC) will also join TCN’s investor introduction series over the coming week, with President and CEO Sam Spring connecting with sophisticated investors, analysts, and brokers in Sydney and Melbourne.

Operating under a project generator model, Kincora strategically partners with mining majors and well-funded next-gen explorers to advance multiple exploration projects simultaneously.

The company’s core focus is the Macquarie Arc in New South Wales (NSW) which has recently seen more than $16 billion in M&A activity and over $385 million in earn-in deals.

All up, the group holds 14 licenses - 12 in Australia and 2 in Mongolia - which span about 3,500 square kilometres across six major project hubs.

Kincora has already executed six separate asset-level deals that collectively unlock more than $110 million in potential partner funding.

Such partnerships enable Kincora to conduct partner-funded drilling and other exploration works across multiple projects, with an income stream for being operator of the earn-in agreements.

These collaborations include the first drilling program at the Nyngan porphyry project in NSW with earn-in partner AngloGold Ashanti (NYSE: AU), which has recently been expanded for a second time to test new targets identified through a ground gravity survey.

Here, AngloGold Ashanti has the right to spend up to $100 million via two separate earn-in and joint ventures covering a continuous strike greater than a 100 kilometres, including five projects within Kincora’s Northern Junee-Narromine Belt portfolio.

Kincora is managing these programs, for which it receives a 10 per cent management fee.

Emperor Energy (ASX: EMP)

The Capital Network recently roadshowed Emperor Energy in Sydney and looks forward to roadshowing the company in the coming weeks in Melbourne.In these ‘meet and greets’ Director and Company Secretary Carl Dumbrell is presenting Emperor’s strategic plans to drill and develop the offshore Judith gas field, located within the company’s 100%-owned Vic/P47 permit in Victoria’s renowned Gippsland Basin.

Widely recognised as one of Australia’s premier hydrocarbon provinces, the Gippsland Basin is ideally positioned to help meet growing demand for domestic gas in South-Eastern Australia, with direct access to the Eastern Gas Pipeline (EGP) supplying major cities including Melbourne, Sydney, and Adelaide.

Notably, Vic/P47 sits adjacent to tenements operated by energy giants ExxonMobil (NYSE: XOM) and Woodside Energy (ASX: WDS), and benefits from substantial historical derisking thanks to Shell’s 1989 Judith-1 discovery well which intersected 189 metres of gas-bearing sands.

Emperor Energy is targeting the drilling of a Judith 2 well around mid-next year.

Nickel Industries (ASX: NIC)

Finally, leading nickel producer Nickel Industries (ASX: NIC) will soon be presenting at the Barrenjoey Conference in Perth, where Managing Director Justin Werner will showcase how the company’s vertically integrated Indonesian operations have driven its market capitalisation to more than $3 billion.

Nickel Industries is already one of the world’s largest publicly listed nickel producers, with its operations split across two core segments.

The group’s mining division includes two operations in Sulawesi, both capable of producing limonite and saprolite ore. And its processing arm comprises six facilities across Sulawesi and Halmahera.

This integrated model supports the company’s position as a bottom-quartile cost producer, delivering five distinct end products to three major markets: electric vehicle batteries, aerospace, and stainless steel.

Looking ahead, the company is focused on accelerating growth through a series of key initiatives.

It plans to increase the annual sales quota from its Hengjaya mine from 9 million wet metric tonnes (wmt) to 19 million wmt per annum, whilst also commissioning new ENC cathode and sulphate plants in the second half of 2025.

Furthermore, Nickel Industries is progressing the development of its Sampala project after acquiring a 60 per cent stake in the asset last year.

Sampala already hosts an initial JORC-compliant resource of 187 million tonnes at 1.2 per cent nickel and 0.09 per cent cobalt, despite this resource covering just 900 hectares of a mapped laterite system which stretches across 4,700 hectares.

Nickel Industries is targeting first ore sales from Sampala in the first half of 2026.