NST ($32B) - Northern Star set a $22.06 DRP price for its 30c dividend

DPM ($14B) - DPM Metals reported Brevene Porphyry South mineralisation extends onto the Chelopech mine concession, with 717m at 3.3 g/t AuEq from 1357m

SFR ($10B) - Sandfire set FY27 Motheo CuEq production guidance at 61–67kt

BGL ($2.4B) - Bellevue produced 143.5koz gold at AISC of $2.8k/oz in FY26, generated $62.6m free cash flow, closed with $206m cash and gold and $100m debt, and expects to close its hedge book in FY27

AZY ($388m) - Antipa chose a CIL gold doré then CIL-residue flotation copper flowsheet for Minyari Dome, delaying PFS to November 2026

MEK ($372m) - Meeka reported its first full year as a producer: 28.8koz Au at AISC $3k/oz, profit $51m, closing cash $38m with no hedging; open pits ended in July 2026 as it shifts underground

WTM ($239m) - Waratah hit 46m at 7.27 g/t gold from 541m at Consols, Spur, extending mineralisation 70m north and 150m east | ▲ 21%

MPK ($145m) - Many Peaks extended gold at Ferké Gold's Ouarigue to >900m; 116.5m at 1.76 g/t from 969.5m; MRE update next quarter | ▲ 9%

GBM ($103m) - GBM reported 101m at 2.6 g/t gold from 256m at Twin Hills, Qld, ahead of a December-quarter MRE update

PNN ($66m) - Power Minerals defined a maiden 9.2–10.7Mt at 7.8–9.2% TREO (1.3–1.6% MREO) Exploration Target at Morro do Ferro Rare Earths, Brazil

KCC ($52m) - Kincora’s drilling at Nevertire South and Nyngan, expanded strike >40km and upgraded two copper–gold targets; 5–8 scout holes planned

CAE ($44m) - Cannindah's NovaCell flotation at Cannindah Breccia returned 94% Cu and 92% Ag at P80 450µm on 18% mass pull

TG6 ($31m) - TG Metals corrected its Chair's letter, confirming Burmeister at Lake Johnston is 6.7Mt at 1.2% Li₂O (not 11.6Mt at 1.1%) and the exploration target 11–14.5Mt at 0.9–1.2% Li₂O

AVM ($28m) - Advance Metals intersected 4.6m at 945 g/t Ag from 66.7m at the Gavilanes project, including 1m at 4,120 g/t Ag

MRR ($28m) - Minrex reported 36m at 5.9 g/t AuEq from 47m at Barje, Tlamino gold-silver project, with a maiden MRE next quarter | ▲ 12%

ALM ($26m) - Alma Metals reported 384m at 0.25% Cu from 10.2m at the Briggs copper project, supporting MRE upgrade to indicated | ▲ 5%

US eases tariff threats as China controls rare earths before Trump-Xi summit (Reuters)

Gold miners' government payments surged 77% to record US$18.2B (Mining.com)

BHP CEO Brandon Craig urges China to protect iron ore trade at Shanghai steel congress (West)

Cameco may turn $2.1B into $24B with Westinghouse listing (Mining.com)

CSC ($14B) - Capstone Copper agreed to sell Cozamin to Luca Mining for up to US$385m, comprising US$275m cash upfront, US$15m in shares, US$35m deferred and up to US$60m contingent

ARTG.C (C$9.2B) - Artemis Gold has agreed to acquire Vista Gold (Mt Todd owner) for a total value of US$427m, a 29% premium, all in scrip. There's no cash component, and Artemis will incur no new debt

A1M ($640m) - AIC Mines is in halt pending potential acquisition

GL1 ($185m) - Global Lithium agreed a scheme with Titan (part of Titan Lithium, a UAE-based minerals group) at $1.15/share cash (~$333m; 71% premium), with Titan to provide up to $120m to fund Manna during the scheme | ▲ 53%

AT4 ($98m) - American Tungsten & Antimony shareholders passed all resolutions (>95%), clearing a key condition for the Del Sol transaction | ▲ 5%

BH6 ($80m) - Broken Hill completed demerger of North Queensland assets into Manda Resources, with IPO & distribution targeted for December. Emerald holds 19.8%

JLL ($47m) - Jindalee Lithium filed S‑4 Amendment No.3 for the US Elemental Nasdaq listing, targeting Q4 close with ≥80% retained and a US$20–30m PIPE

MAT ($46m) - Matsa: AngloGold Ashanti exercised its option early to buy Lake Carey Gold tenements for $55m: $10m deposit, $45m at completion

WCE ($38m) - West Coast Silver was granted P47/2033 covering Elizabeth Hill West adjacent to Elizabeth Hill, held 70% with GreenTech Holdings (30%)

IBR ($28m) - Iron Bear will sell its Wee MacGregor interests, Qld, to Copperhead Investments for $300k plus 0.5% NSR (buyback $500k)

OM.TO (C$1.6B) - Osisko Critical Minerals upsized a private placement of special warrants to $250m

A1M ($640m) - AIC Mines is raising capital in conjunction with a deal

USL ($578m) - Unico Silver is raising $60m at 76c

TGN ($538m) - Tungsten Mining raised $50m at 32c (17% discount) to develop the Watershed project | ▼ 17%

LMG ($65m) - Latrobe Mag is raising $8.5m at 1.5c | ▼ 11%

VBX ($34m) - VBX is raising $6m at 64m

Tahmoor Coal secures $140m private loan from RRJ Capital to restart operations (Bloomberg)

Wildcat raises $60m to accelerate Tabba Tabba (BN)

On a tangent from last week's post on B2Gold, we've been thinking more about Snowline and its world-class Valley deposit (Rogue project)

When peeling into its PEA, there’s a detail that catches our eye

If you look at the screenshot below, the star does a handy job of hiding the fact that the tenements surrounding Valley don't actually belong to Snowline

These belong to TSX-listed junior Gold Strike (Mcap C$69m)

Notably, the planned access road (dotted line on the above map) and mine camp sit directly on GSR claims

Bearing in mind the geography (literally within a valley), re-routing the road &/or moving the camp isn't all that convenient

Sooner rather than later, we think a tie-up is the more likely outcome, given the generational value of Rogue

FRS ($852m) - Forrestania director David Geraghty bought 600k shares for $201k, lifting his holding to 74.7m shares

AUC ($734m) - Weiss Group took an 8.8% stake in Ausgold after buying $63.4m of shares

AR1 ($199m) - Austral director Daniel Jauncey acquired 13.2m shares off-market at 7.5c for $988k, taking his direct holding to 28.1m shares

LNG/Coal Recap (Trader Ferg)

US dollar debasement trade boosts gold as Federal Reserve begins rate rise cycle (Dryblower)

China leads in sodium battery tech, surpassing Western companies in lithium-ion alternatives (FT)

Perhaps it’d be worthwhile sharing that NPV with us? ($FRS)