B.NY (US$79B) - Barrick produced 719koz in Q1, above the high end of guidance at 680koz, at an AISC of US$1,708/oz. Free cash flow US$1.2B. It announced a 17.5c dividend and a US$3B buyback | ▲ 9%

AII ($7.7B) - Almonty reported C$25m Q1 revenue and C$6m adj. EBITDA, closed with C$260m cash, and has Sangdong in commissioning | ▲ 5%

LRV ($692m) - Larvotto delivered first ore to surface stockpiles at Hillgrove, with underground and plant works on schedule for Aug 2026 commissioning | ▲ 7%

TCG ($611m) - Turaco will deliver an Afema PFS in June after 28m at 2.17 g/t gold from 91m at Adiopan

AIS ($497m) - Aeris' Tritton drilling returned 24m at 3.03% copper and indicates Avoca Tank connects to central corridor

MTM ($435m) - Metallium completed a 12-hour run of its FJH reactor, de-risking parallel deployment

CRN ($427m) - Coronado idled the Logan mine in the US drove a US$319m Q1 net loss; cash fell to US$121m with US$278m drawn on the Stanwell-backed ABL and US$400m notes outstanding

CEL ($329m) - Challenger is suspended pending PFS outcomes for Hualilan gold

ORN ($247m) - Orion reported 21.3m at 1.6% copper at Flat Mine North; visible sulphides extend down-dip at Flat Mine East | ▲ 10%

LOT ($213m) - Lotus delayed steady‑state 200klb/month U₃O₈ to Q3 CY26 and retracted earlier grade and recovery data amid assay bias concerns

EGR ($152m) - EcoGraf was granted an Indian patent for its HFfree purification process covering battery anode and recycling

ETM ($147m) - Energy Transition Minerals signed a non-binding MoU giving Traxys exclusivity over up to 100% tin, tantalum and niobium offtake

IBR ($60m) - Iron Bear updated MRE to 13.6Bt at 30% Fe iron ore, Indicated up 114% to 4.5Bt, total down 18%

MTH ($59m) - Mithril hit 9.7m at 7 g/t gold and 370 g/t silver from at Copalquin's Target 1, feeding a June MRE update

GA8 ($44m) - GoldArc hit 23m at 11.31 g/t gold at Cosmopolitan, outlining an Upper Zone 30–40m above the Main Zone

OZM ($27m) - OzAurum reported 6m at 4.28 g/t gold from 25m at Mulgabbie North paleochannel

KNB ($24m) - Koonenberry extended Sunnyside mineralisation with 105m at 0.71 g/t gold from 260m, pushing continuity to 415m depth over 200m strike

Saudi Aramco warns fuel stocks heading for ‘critically low levels’ (FT)

Cameco halts McArthur River mine and Key Lake mill due to Saskatchewan floods (NSN)

Labor faces heat from Queensland over gas reservation plan (Australian)

Coal shipments jump as countries seek alternatives to disrupted gas supplies (FT)

Freeport maintains Grasberg recovery forecast for 2027, not 2028 (Reuters)

Zimbabwe sovereign wealth fund seeks US$250m to boost gold output (Bloomberg)

Sumitomo anticipates lower copper TC/RCs for 2026 amid global smelting capacity rise (Mining.com)

Strike Energy’s management overhaul sparks takeover talk as share price falls (Australian)

Dyno Nobel in talks with QLD gov’t over the $1 sale of Phosphate Hill as it tries to complete the sale (Australian)

The UK is set to take full ownership of British Steel (FT)

Barrick and Newmont may reach an early agreement on Fourmile discovery (Globe Energy & Resources)

EVG ($22m) - Evion secured an option over the CARP Fluorspar project, Nevada, for US$3.6m cash/scrip plus US$3.75m spend and a 3% gross revenue royalty, and raised $6.6m at 3c | ▲ 43%

Elevra Lithium preps $275m equity raising at $12.20 per share (AFR) Canada Growth Fund to invest C$145m

McEwen Copper secures US$2.4B loan for Los Azules copper project in Argentina (Reuters)

Galantas Gold embarks on US$85m private placement (MW)

Amex is raising over C$74m for its Quebec gold project (RW)

GRE ($21m) - GreenTech raised $7.5m at 7.5c to fund Munni Munni and Whundo, with RCF cornerstoning | ▲ 8%

One interesting bit of intel we believe to be true - we think CBMM is lurking in a small way on WA1’s register, albeit carefully hidden behind a custodian. If you’re the industry’s price-setting gorilla, quietly watching WA1 from the register makes plenty of strategic sense.

Yes, we’re conflicted, so take it with a grain of highly optimistic salt.

CMM ($6.2B) - Capricorn director Jill Irvin bought $100k of shares on-market

SPD ($204m) - Southern Palladium directors Rob Thomson & Mike Stirzaker sold 675k and 383k shares at $1.50 after exercising options at $0.875

AEU ($155m) - Atomic Eagle director Grant Davey bought $126k of shares

LLM ($65m) - Harvest Lane bought $1m of Loyal Metals, lifting its stake to 16.8%

CP8 ($62m) - Canadian Phosphate appointed Peter Doyle as NED

KLI ($39m) - Killi director Nev Power converted 7m rights into shares

CLA ($30m) - Celsius NED Neil Grimes resigned effective today

SNG ($24m) - Zeta Resources bought $300k of Siren Gold, lifting its stake to 13.5%

Glenmore (April Investor Note) XRF Scientific, Stanmore

The Rare Earth Observer (May 2026) Brazil's proposed RE Laws; National Security Fetish; RE & Penalties, MP's Q1, BCM, Arafura, USARE

NGE Capital (Presentation) K92, CVN, SPUT & Yellowcake, MLG all top holdings