B.NY (US$68B) - Barrick announced EBITDA of US$2.5B, gold production was 796kz (+11% QoQ, ahead of prior-q guidance). It reached an agreement to roll Fourmile into NGM with Newmont (more below) | ▼ 7%

NIC ($3.6B) - Nickel Industries produced first nickel cathode at Excelsior, with cobalt sulphate due by end-August and LME registration commencing

MAH ($2.1B) - Macmahon won a 5-year, $406m underground mining services contract at Endura’s Snowy River gold project, NZ

CXO ($922m) - Core Lithium hit 34.1m at 2.1% Li₂O from 579m at BP33, extending mineralisation outside the 10.5Mt at 1.5% Li₂O MRE

C79 ($749m) - Chrysos posted FY26 revenue $88m and EBITDA $27m, turned to $1.8m NPAT, and guided to FY27 EBITDA $35m-$42m, with $26m cash

SGQ ($385m) - St George lifted the Araxa MRE to 111.2Mt at 3.57% TREO and 0.57% NbO, with measured and indicated up 155% to 75.2Mt (68% of total)

CRN ($302m) - Coronado posted a US$418m net loss in H1 (incl. US$177m impairment), ended with US$98m liquidity and US$606m net debt, and post-period secured up to US$75m Glencore prepayment at 14% | ▼ 8%

CAY ($99m) - Canyon closed the quarter with $46m cash (-$33m QoQ) and $91m undrawn facilities

TNC ($71m) - True North extended Aquila mineralisation at Mt Oxide to ~300m depth, intercepting 130m at 0.67% Cu from 180m

OR3 ($60m) - Ore Resources' AC drilling indicates a 250m southern extension at Forrest, Miriam, with 12m at 0.92 g/t gold from 24m

GA8 ($41m) - GoldArc's grade-control at Mt Stirling Well returned 2m at 69.7 g/t Au from 23m, the program's best intercept to date

ILT ($34m) - Iltani reported 42m at 140 g/t AgEq from 120m at the Orient Silver-Indium project, QLD

AVM ($31m) - Advance hit 13m at 311 g/t Ag from 123m at Gavilanes Silver; maiden MRE due in Q4 CY26

Barrick shares drop as $4B deal with Newmont for Nevada gold project disappoints investors (Bloomberg)

‘Completely Aligned’: Barrick and Newmont settle Nevada Gold Mines dispute (MFL)

Sunrise considers US relocation after securing $400m loan from Trump administration (Bloomberg)

Gold stabilises after reaching 7-week high ahead of US inflation data (Reuters)

Fortescue brings in MinterEllison to probe executive harassment claim (AFR)

Glencore faces over $500m exposure after cutting ties with Radiant World (Mining.com)

Chile reinvests all 2025 profits into debt-laden Codelco to support copper operations (Mining.com)

NEM ($161B) - Newmont will pay Barrick US$1.95B as Fourmile, Fiberline and Mike are contributed to the Nevada Gold Mines JV, settling all disputes and consenting to Barrick's proposed North American IPO

FRS ($620m) - Forrestania extended its bid for Zenith to 31 Aug

AR1 ($191m) - Austral in trading halt pending material acquisition announcement

Glencore joins bid to control Sherritt's Fort Saskatchewan cobalt refinery in Alberta, challenging Trump-linked family office (FT)

Lindian bounces 18% on acquiring full ownership of Kangankunde (BN)

WIA Gold seeks $100m via institutional placement after raising resource estimate and securing $509m senior debt (AFR)

The acquisition of Thesis Gold is starting to look a matter of when, not if.

Lawyers-Ranch hosts a 3.2Moz AuEq reserve at 1.33g/t across a 495km² package, with the PFS outlining a 15-yr mine producing ~187koz AuEq annually. It’s a worthy prize.

Centerra is the obvious industrial buyer. It already owns 9.9% and, more importantly, owns nearby Kemess.

Centerra itself has flagged potential infrastructure and district-level synergies between the two assets.

But AngloGold has now complicated the chessboard, paying C$38.7m for 5% plus technical committee and participation rights in February this year.

That creates the interesting setup. Centerra has the synergies, AngloGold has the balance sheet, and Thesis now has two credible buyers sitting inside the tent.

FRS ($620m) - Forrestania issued 2m shares each to directors Turnbull, Raihani and Geraghty on vesting of performance rights

CEL ($434m) - Peter Marrone took a >5% stake in Challenger via an off-market $8m subscription at $0.12 with 1-for-2 options

TRE ($268m) - Eagle Eye subscribed $24m in Toubani's entitlement, holding 31.8%

AS1 ($261m) - Capital DI sold $4m of Asara, cutting its stake to 9.6%

VAL ($130m) - Franklin took a 5.1% stake in Valiant Gold, buying $762k

ZAG ($40m) - Yandal exercised $2.3m of options in Zuleika, lifting its stake to 50.6%

Iron ore on the precipice (Dryblower)

Predators or Prey? Aussie Gold Miners Cautiously Open to M&A (MFL)

When the waterfall still ends underwater, just change the y-axis to “improvement”