The Pre-Start
MIN ($13B) - MinRes said ASIC ended its probe into the company and directors, including Chris Ellison, with no enforcement action
AII ($7.4B) - Almonty removed from the Official List at close today
PDN ($5.2B) - Paladin drilling at PLS outlined a new zone 100m east of R1515W at Triple R
SX2 ($3.3B) - Southern Cross extended Apollo East with 5.1m at 27.2 g/t AuEq from 260.9m, easternmost mineralisation | ▼ 5%
EQR ($2.2B) - EQ Resources reported $55m August revenue on 17,246 mtu tungsten sales, with production up 34% from July to 19,068 mtu
CYL ($1.7B) - Catalyst reported 26.8m at 20.5 g/t gold from 288m at Cinnamon, with a maiden resource/reserve due in weeks
SGQ ($404m) - St George started pilot-plant beneficiation of niobium and rare earths at Araxá, on a 9t saprolite sample, with results due Q4 CY26
MEK ($388m) - Meeka reached ~600ktpa plant throughput; ore sorter commissioning in October is expected to roughly double Andy Well head grade
MRT ($287m) - Maritana advanced the Black Swan Processing Hub, with early works underway, approvals progressing and first gold targeted H2 CY27
NVA ($282m) - Nova: Alaska authorised up to US$25m for the West Susitna Access Road
CXU ($224m) - Cauldron extended uranium mineralisation ~2.5km beyond the Manyingee South MRE, and ~2.5km north/~550m south at Manyingee North
GML ($190m) - Gateway drilled 41m at 2 g/t gold from 104m at Cowza, and realised $8.2m by liquidating listed securities
VAL ($135m) - Valiant ordered power and ventilation infrastructure and tendered drilling for Comet mine restart, with the Restart Study due Q2 FY27
KRR ($122m) - King River sold 13m Tivan shares for $3.3m and reported rock-chip assays up to 44.3 g/t gold at the Mindoolah gold project, WA | ▲ 6%
GPR ($113m) - Geopacific reported 36m at 1.48 g/t gold from 60m at Woodlark King NW within the Woodlark Gold project
BRL ($104m) - Bathurst posted a net loss of NZ$5m and cash NZ$145m, maintaining FY27 EBITDA guidance at NZ$30m–$40m
NMR ($79m) - Native Mineral Resources logged record 1.1koz gold outturn in August as Blackjack milled 28.1kt at 1.4 g/t Au
CHW ($72m) - Chilwa Minerals flagged a proposed Nasdaq listing (CHWM)
PNN ($70m) - Power in halt pending assays from Morro do Ferro project, Brazil
TNC ($66m) - True North Copper extended the Mt Oxide corridor to ~2.3km and defined a ~300m Chidna zone north of Aquila
LRM ($66m) - Lion Rock reported 2.3m at 4.5% TREO from surface, incl. 0.3m at 21.2%, at Minta, Cameroon | ▲ 17%
WCN ($56m) - White Cliff drilled 23m at 6.2% Cu from 161m at Danvers 3, Rae copper project, extending strike to >220m
PXX ($55m) - PolarX reported 57.5m of massive/semi-massive sulphides with visible copper from 139m, 60m west of resource at Caribou Dome Copper
TZN ($50m) - Terramin increased its unsecured standby term facility with major shareholder Asipac to $5.5m from $4.9m
KAO ($45m) - Kaoko reported visual copper mineralisation over 60m from 36.7m at the Otniel prospect within the Chalkos Cu-Ag project, Namibia | ▲ 145%
AGC ($43m) - Australian Gold and Copper drilled 17m at 5.3 g/t Au and 17.3% Pb+Zn from 128m at Evergreen, NSW | ▲ 7%
AWJ ($42m) - Auric Mining produced 6.2koz gold at AISC $2.9k/oz in H1, generating $45m revenue and $28m NPBT
VTX ($41m) - Vertex re-estimated Reward Gold Mine MRE at 274kt at 16.7 g/t Au for 147koz, down 35% from Jun '23's 225.2koz
UM1 ($36m) - Unity hit 70.4m at 1.1 g/t gold from 195m at the O'Phlay Gold project, extending mineralisation to 230m depth | ▲ 10%
DGR ($35m) - DGR Global said Savannah Goldfields missed four $100k minimum payments under its variable gold royalty and failed to execute the royalty agreement and mortgage, which DGR Global deems a material breach
SKM ($34m) - Skylark extended M’Basso at the Zaranou gold project to ~2km strike and targets an MRE update early Q4 CY26
MNB ($23m) - Minbos commenced Phase 2 construction at the Cabinda Phosphate project, Angola | ▲ 6%
ASIC clears Chris Ellison and MinRes board over 2024 financial scandals (West)
Gold price erases 2026 gains as Fed hike bets reach 70%, silver slides (Mining.com)
Gold stocks cap best August in decades in debasement trade redux (Bloomberg)
Chile's storm-hit copper output slumps to 2011 low, stalling price rally near record (Mining.com)
CATL's Jianxiawo lithium mine has EIA revoked (Benchmark)
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India revives investment talks with Zambia for copper and critical minerals (Reuters)
Ramelius eyes Northern Star's Carosue Dam amid activist pressure from Elliott (Australian)
Bellevue considers scrip merger with Catalyst to mitigate single-asset risk (Australian)
DYL ($1.6B) - Deep Yellow agreed a $5m earn-in granting Core Energy up to 51% and management of Nova JV
CXO ($1.2B) - Core Lithium's spinout Axiant listed after a $8m IPO at $0.20; Core Lithium retains a 33% escrowed stake
CY5 ($209m) - Cygnus said CAML secured conditional TSX approval for its listing
Ownership & Oversight
NST ($33B) - Terence Bowen joined the board at Northern Star
MAH ($2.1B) - Macmahon NED David Gibbs, an Amman nominee, resigned
MC2 ($1.1B) - Marimaca appointed Nicole Porcile as independent NED
STK ($216m) - Strickland’s MD Paul L’Herpiniere to step down by end 2026; Sandra Bates becomes Chair in Oct 2026
PEN ($166m) - Davidson Kempner ceased to be a substantial PEN holder
In the Weeds
Lithium Confidential: Strong Buy (Strictly Boardroom)
Ferg’s Finds (Trader Ferg)
Critical minerals could forge a new Australia-South Korea trade connection (AFR)
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