RSG ($2.6B) - Resolute expects Q2 Syama output of ~30koz (vs 40–45koz) after Mali security disruptions, with FY26 at the lower end of 195–210koz | ▼ 9%

NMG ($456m) - New Murchison sold 361kt ore at 3.5 g/t Au (40koz Au) in H1, reporting $121m NPAT and $156m cash

ARN ($95m) - Aldoro's maiden metallurgy at Kameelburg (Namibia) returned ~72% TREE and >99% Sr via HCl leach without beneficiation

AT4 ($94m) - American Tungsten & Antimony reported 10.4m at 4% Sb from 7m (including 4.6m at 8.6%) at Little Emma, Utah | ▼ 7%

CHW ($86m) - Chilwa reported 22m at 0.228% Nb₂O₅ (pXRF) from 350m at Nakombe, extending niobium mineralisation south | ▼ 8%

LAC ($81m) - Lac Gold reported 5.7m at 141 g/t Au from 148m at Astoria, Rouyn Gold project, Quebec, including 0.5m at 1,580 g/t

BCM ($75m) - Brazilian Critical reported MgSO₄ leach results from the Ema project averaging 48% TREO and 62% MREO recoveries; BFS due June 2026 | ▲ 11%

AVL ($66m) - Australian Vanadium will submit a Stage Two EOI for the Kalgoorlie VBESS 50MW/10h VFB, seeking up to $150m WA funding

WCN ($43m) - White Cliff to return capital via in‑specie distribution of Hydrocarbon Dynamics shares, 1 per 15.6 held

AAU ($36m) - Antilles is in a trading pause pending an announcement

Australian miners urge Albanese gov’t to counter China's iron ore purchasing centralisation (AFR)

Eramet halts Weda Bay Nickel production in Indonesia after 70% quota cut (MS)

China's Huayou plans lithium carbonate plant in Zimbabwe (Bloomberg)

EnergyX to build US$230m lithium iron phosphate plant in Texas (FT)

Trump announces $700m support for ‘clean, beautiful’ US coal projects (Australian)

ERA ($1B) - ERA in halt pending Court judgment on Rio’s compulsory acquisition

EZL ($204m) - Euroz Hartleys entered exclusivity to 30 Jun with BMO over a $145m cash sale of its Capital Markets business, subject to DD and a strategic alliance with the retained Private Wealth arm

AGX (C$204m) - Silver X acquires full ownership of Ccasahuasi gold project in Peru from Barrick

HMX ($46m) - Hammer entered a halt pending a potential change-of-control announcement

AKN ($43m) - AuKing signed an earn-in with Tusker for 100% of Tundulu, authorising exploration pending Malawi licence transfer, with $1m cash & 83m shares (+57m performance shares)

Elliott pressures Northern Star for sale amid CEO search (Australian)

AII ($7.9B) - Almonty plans a US$700m convertible senior notes offering due 2031, with a US$100m option, to refinance debt

ELV ($2.2B) - Elevra completed an SPP raising ~$16m at $12.20 | ▼ 5%

SVL ($302m) - Silver Mines executed an agreement with Petra Capital to underwrite up to 63m options expiring, raising $7.6m

VRX ($37m) - VRX Silica launched a renounceable rights issue to raise up to ~$6m at 4c, partially underwritten

Sunshine Silver raised $270m in US IPO to restart Idaho mine (Bloomberg)

Frontier Energy nets $110m in capital raise (BN)

Euroz has confirmed BMO’s $145 million cash proposal for its capital markets business, with exclusivity to 30 June. The interesting part is the carve-out: Euroz would retain 100% of private wealth.

That structure makes sense for BMO, which wants Australian mining ECM firepower. It also leaves a logical second trade.

Canaccord has already bulked up in Australian wealth through Wilsons and does not need more ECM capacity. Euroz’s listed wealth stub seems to us to have a bow on it for Canaccord’s pickings.

LYC ($19B) - Lynas appointed Pol Le Roux interim CEO from 1 July

SOL ($16B) - Soul Patts sold $28m of Aeris shares, cutting its holding to 8.4%

RMS ($6.0B) - First Sentier emerged with 5% of Ramelius

VUL ($1.7B) - Vulcan directors converted performance rights, with Cristobal Moreno selling $479k to cover tax

CHN ($578m) - Chalice director Alex Dorsch bought 150k shares for $220k

GLN ($524m) - Galan directors bought $520k at 4.1c via the placement

MRT ($258m) - Liz Jones appointed as COO

ELT ($178m) - Elementos director Jonathon David exercised 2m options at 25c

Lars Förberg (Money Maze pod) Great insight on “active equity ownership”

Why aren’t we Juukan-Gorging Twiggy up the wazoo? (Joe Aston Op-ed)

The aluminium crisis nobody saw coming (Volt Insight)

With Tasmea stock trading closer to $8 a share, this “special dividend” certainly has a bit of a “capital raising” look to it…