NHC ($4.5B) - New Hope produced 3.1Mt saleable coal in the quarter at $156/t, generated $169m EBITDA, and closed with $779m cash

IMD ($2.0B) - IMDEX reported $520m revenue and $163m EBITDA (normalised), with net debt $199m and a fully franked 1.75c final dividend | ▲ 8%

DVP ($1.7B) - Develop awarded a $275m EPC to GR for Yitirrti, funded with a US$400m Trafigura facility, targeting first concentrate in June Q 2028

GNG ($998m) - GR Engineering executed a $275m EPC contract with Develop for the 1.5Mtpa Yitirrti (Sulphur Springs) project

PMT ($939m) - PMET closed the June quarter with C$176m cash

RXL ($676m) - Rox signed a 10-year PPA with Pacific Energy for a hybrid power station at Youanmi

FRS ($624m) - Forrestania awarded a $27m, 7-month open-pit mining contract for the Tycho project to MEGA, with early-phase payments deferred

VMM ($548m) - Viridis entered voluntary suspension pending DFS results

BCN ($350m) - Beacon completed an in‑specie dividend of 36m Forrestania shares

AAR ($279m) - Astral hit 52.8m at 4.67 g/t gold from 445m at Theia, outside the April 2026 MRE shell

MM1 ($271m) - Midas extended Spaatzu to 1.2km at Otavi Copper project, Namibia, with 41m at 1.13% copper from 19m

GG8 ($242m) - Gorilla expanded Val at Vivien, hitting 4.5m at 4 g/t Au from 322m, 70m from underground infrastructure

WTM ($213m) - Waratah reported 20m at 1.82 g/t gold from 53m at Spur, supporting a 6km corridor

AUE ($206m) - Aurum targets end Q3 CY26 Boundiali MRE, with drilling including 38m at 4.2 g/t gold from 65m

KAU ($136m) - Kaiser Reef reported 77.4kt at 1.3 g/t gold tailings at A1 Gold Mine (3.1koz), to be processed at Porcupine Flat

BHM ($124m) - Broken Hill Mines reported 17.8m at 10.1% ZnEq from 420m at Centenary, outside the MRE at Rasp mine | ▲ 8%

AUZ ($82m) - Australian Mines confirmed its Lachlan water licence remains valid, underpinning Flemington PFS work on 60–180tpa Sc₂O₃ in NSW | ▲ 7%

GA8 ($43m) - GoldArc completed grade control at Mt Stirling Well, returning 1m at 59.9 g/t Au from 24m and advancing mine planning

JLL ($42m) - Jindalee produced 93.4% MgO from McDermitt leachates in testwork, pointing to a magnesium by‑product

ORD ($41m) - Ordell targets Q4 2026 MRE at Barimaia, after drilling 6.5m at 3.14 g/t gold from 213m

AKN ($40m) - AuKing’s first diamond hole at Tundulu, Malawi intersected carbonatite to EOH at 511m; initial RC assays are being processed | ▼ 6%

GSN ($33m) - Great Southern reported 16m at 3.37 g/t gold from 178m at Mon Ami, extending mineralisation by up to 70m

LKY ($29m) - Locksley halted exploration at Desert Antimony Mine and El Campo in California after a >57% fall in antimony prices, retaining claims on a low-cost basis and reviewing DeepSolv work with Rice University | ▼ 31%

NVO ($27m) - Novo said Northern Star withdrew from the Egina Gold earn-in

NMT ($21m) - Neometals reported 6m at 1.56% Cu, 20.8 g/t Ag from 101m at Rinaldi, part of Barrambie

Euroz says Northern Star agitator Elliott may try and claim a 'Bradbury' (MN), while the tit-for-tat escalates with public barbs (MFL)

Anglo secures yearlong iron ore supply deal with CMRG via Kumba (Bloomberg)

Indonesian President Prabowo retreats on nickel & thermal coal reform amid market pressure (FT)

Remote tungsten mine’s revival delivers windfall for its lenders (AFR) G6M

Codelco overhauls management, splits operations oversight to stabilise output (Bloomberg)

NexGen begins $1.6B construction of Rook I (Mining.com)

US profit doubles to $1b for BlueScope Steel as takeover fades (AFR)

Grange alleges it was misled in selling WA Goldfields royalty to Northern Star (BN)

Belgian student strikes gold worth €9m while digging a new sewer (Guardian) more than most gold jrs

MAH ($2.1B) - Macmahon sold 20% of Homeground to Allcap Securities at a $52m book value, gave an option for another 30% by Dec 2029

FRS ($624m) - Forrestania extended its Zenith bid to 31 Aug, cut payment to 14 days & offered withdrawal rights

AUC ($594m) - Ausgold in trading halt pending potential change-of-control announcement

MEK ($313m) - Meeka completed the acquisition of deposits at Mt Holland, for $10m, $10m deferred due Nov 2026, and 118m shares, with a $25/oz royalty

SGC ($227m) - Sinclair granted Medaro an earn-in over Sala up to 100% for up to $3.4m and a 1–2% NSR

ARR ($204m) - American Rare Earths signed an MoU with Novex to metallise Halleck Creek oxide and plan a US rare earth plant

LAM ($170m) - Laramide acquired Sweden uranium exploration licences from Gilpas for C$600k (half cash, shares) plus up to C$400k in resource milestones; separately, it raised C$5m at C$0.60

M4M ($23m) - Macro signed non-binding term sheet to sell Agbaja Iron Ore to RSIN Nigeria for US$5.7m

TNC ($67m) - True North raised $18m at 37c to complete $7.5m Mt Oxide payment to Perilya and fund drilling

AEV ($43m) - Avenira is raising up to $49m via a rights issue at $0.006 to develop Wonarah Phosphate

HMG ($37m) - Hamelin raised $8m at 16c to fund WA gold exploration, with Gold Fields and Vault participating

ADN ($28m) - Andromeda opened a $3m SPP at $0.0059

MHM ($7m) - Mount Hope announced a $1.8m placement, with a $1m strategic investment to Ronin Metals (Simon Lawson, Craig Jones & David Coyne)

We’ve been scratching our heads all morning trying to triangulate who is buying Ausgold.

No ASX-listed acquirer is in a trading halt, so put a line through them. So our guess is an international buyer. Indonesian capital? Private equity? South African gold printers? North Americans?

Genuine head-scratcher.

Newmont could theoretically get some synergies and would not need to halt… They could backfill copper concentrate trucks as they truck back from Bunbury to Boddington. But we struggle to see it moving the dial enough for them to be the ones making the move here.

AAI ($19B) - Eagle Capital fell below 5% in Alcoa, now 4.5%

SRL ($3.2B) - Sunrise appointed a Project Director, VP sales, VP product development and CTO for Syerston

OBM ($2.6B) - Hawkes Point sold $66m of Ora Banda shares via a block at $1.315, cutting its stake to 17.4%

AS1 ($323m) - Cranport took a 5% stake in Asara for $4.3m

KZR ($61m) - Kalamazoo appointed Teresa Pacey as CFO

IMA ($23m) - Image MD/CEO and director Patrick Mutz resigns; Chair Winston Lee becomes interim Exec Chair

AI Debt Failure Will Prompt Another Wave of Fed Bailouts (Myrmikan)

CATL: The Battery Company Who Cries Wolf (Arcane Capital)

RealKapital (Capital Cycle Pod) De-globalisation and the steel industry

MinRes unveils luxury FIFO camp amid skills shortage (West)

Gold grades so high they’re only visible in the headline. Then they transmute into silver. Alchemy.