OMG.V (C$1.5B) - Omai Gold filed an NI 43-101 supporting its August PEA for Wenot open pit and Gild underground deposits (351kozpa, US$4B NPV₅ at US$3,600/oz Au, 24% IRR)

ALDE.V (C$590m) - Aldebaran drilled 1,729m of 0.45% CuEq from 141m (0.41% Cu, 0.03 g/t Au & 1.34 g/t Ag), including 756m of 0.68% CuEq (0.61% Cu, 0.03 g/t Au & 2.12 g/t Ag) at the Altar project in San Juan, Argentina | ▲ 18%

TRE ($322m) - Toubani remains on track for first gold from Kobada in Q3 2027, with CIL tank erection underway

MM1 ($278m) - Midas reported 22.6m at 6.01% CuEq from 347.5m at T-13, with T-13, Deblin and Spaatzu MREs due Q1 CY27

GBR ($191m) - Great Boulder reported 9m at 4.17 g/t gold from 6m at Enigma within Peak Hill

AEU ($142m) - Atomic Eagle's heap leach work at Muntanga East achieved 81–86% uranium recovery with 3 kg/t acid on 167 ppm U₃O₈

SHN ($122m) - Sunshine extended gold mineralisation at Sybil, with 4m at 11.1 g/t gold from 62m

DEV ($121m) - DevEx reported 1.7m at 1,116 ppm eU₃O₈ from 169m at Nabarlek Uranium project; hyperspectral mapping will guide follow-up drilling

AVL ($88m) - Australian Vanadium secured an AICIS certificate enabling industrial-scale vanadium electrolyte production

WCN ($88m) - White Cliff hit 76.5m at 2.01% Cu from 49.5m at Danvers 1, plus visible sulphides to 240m

DRE ($74m) - Dreadnought reported 7m at 8.6 g/t Au from 8m at Metzke’s North, Illaara project | ▲ 8%

RTR ($70m) - Rumble pushed the Western Queen Scoping Study to October, with a key approval outstanding and debt term sheets pending

TNR.V (C$63m) - Eucalyptus has dropped its BC Supreme Court petition, giving TNR’s board time to complete its strategic review

FLG ($58m) - Flagship secured three mineral claims, expanding Whipsaw Copper by ~132% to ~66km²; a spin-out is in preparation

GSN ($26m) - Great Southern reported 9m at 3.4 g/t gold from 127m at Golden Boulder, WA, extending mineralisation 50m down-dip

South Africa’s Sasol tops EM peers on oil-from-coal bonanza (Bloomberg) Top performing EM stock outside Asia, +120%

Barrick secures 15-year mining licences for North Mara in Tanzania (Mining.com) Does ~250kozpa attributable

South Korea, U.S. ink massive nuclear energy plan: Can it work? (NB) US$120B in allocated funding

London gold body seeks to boost finances with higher fees (Bloomberg)

Westwin selected Mississippi for a US$502m class 1 nickel refinery (BW)

AAR ($326m) / ESR ($61m) - Astral will acquire Estrella's nickel rights affecting the Mandilla Gold footprint for 20m shares ($3m), removing third‑party rights | ESR ▼ 7%

OSM ($85m) - Osmond completed the acquisition of 80% of Iberian Critical Minerals for scrip, with Goldrin Studio lifting its stake to 7.5%

Gold Fields' $27B cash-and-share bid for Northern Star rejected; 75% stock-based offer (MiningMX)

KGL ($409m) - KGL received US$16m from Wheaton, completing US$32m early deposit; US$243m and US$25m overrun facility available

KZR ($53m) - Kalamazoo entered a trading halt pending a capital raise

UM1 ($25m) - Unity will issue 1-for-2 SPP attaching options at 22.5c expiring Oct '28, subject to shareholder approval

Wiluna launches $180m IPO to revive WA's infamous gold mine (Australian) Must be the 28^th article on this IPO?

Masan High-Tech seeks approval for 5% private placement to fund tungsten expansion at Nui Phao in Vietnam (Mining.com)

We’ve all heard South32 is scouring the globe for its next copper development project, from Central Africa to the Americas and even Europe. It may not need to look much further than 13.6%-owned Aldebaran.

Overnight, Aldebaran added ~18% to its market cap after hole ALD-260 punched high-grade mineralisation hundreds of metres beneath the existing Altar resource pit shell, adding decades to its eventual mine life.

LIN ($814m) - L1 lifted its stake in Lindian to 11.2%, buying $24m of shares

AMI ($731m) - Aurelia appointed Stephanus Badenhorst as director

A1M ($696m) - AIC Mines appointed director Clint Donkin as Josef El-Raghy resigned

VMM ($612m) - Verde Graal Fund bought $21m of Viridis shares

China Just Published Its 15^th Five-Year Plan Energy Blueprint. Here’s What’s In It (Sinamin) Watch what the party does… 1,500 GW of new capacity

Thousand-Bagger in Uranium (Big Score) Wild story of Stephen Roman & the creation of Denison

VADER: a Market-Implied Measure of Geopolitical Risk (White paper) Let the market tell you the risk

Gold takes a peek into the abyss (Dryblower)

“Including 165m of waste” ?