PMT ($604m) - PMET updated the Shaakichiuwaanaan MRE to 114Mt at 1.4% Li₂O (indicated) and 1.8Mt at 4.4% Cs₂O (indicated), with an updated CV5 FS/PEA due before year-end

A1M ($524m) - AIC started commissioning the expanded Eloise plant, first ore fed and ramping to 1.1Mtpa by 1 Jan

SMI ($431m) - Santana hit 26.9m at 13 g/t gold from 152m at Rise and Shine, confirming HG1 continuity and defining a new deeper domain below HG1

WTM ($299m) - Waratah reported a 3.1Moz Au at 1.2 g/t maiden MRE for the Spur gold project, plus a 5.1–10.4Moz exploration target at 0.6–0.9 g/t | ▼ 8%

DTR ($273m) - Dateline and the US Gov’t sought a Ninth Circuit stay of the injunction to allow work to resume at the Colosseum Gold-REE project, California, pending appeal

BGD ($215m) - Barton started scoping study for underground feed from Challenger to Central Gawler Mill; a DFS is underway

POL ($147m) - Polymetals processed 40.8kt and produced 92koz Ag in Oct and kept Dec‑qtr guidance at 105–115kt and +350koz | ▲ 8%

VAL ($135m) - Valiant commissioned 6.1MW power station and energised underground infrastructure at Comet, targeting H2 FY27 gold production

TOR ($129m) - Torque hit 4m at 9.74 g/t gold from 378m at HHH, Ritz Gold, 80m down-plunge outside the MRE

AT4 ($112m) - American Tungsten & Antimony is fast‑tracking a 100tpa APT tungsten circuit and has launched a feedstock qualification program

IVR ($97m) - Investigator Silver received heritage clearance covering all proposed disturbance areas at the Paris Silver project

ARN ($80m) - Aldoro entered voluntary suspension pending a strategic partnership announcement

DRX ($75m) - Diatreme reported EIA showing $413m NPV₇ net benefit to Qld from Northern Silica; construction targeted Q4 2028

MKR ($74m) - Manuka reported $3.9m October sales from Wonawinta, comprising 651oz Au and 1,443oz Ag, with weekly deliveries underway

BOA ($54m) - BOA reported 23m at 2.65% Cu from 173m at Ricci Lee within the Neds Creek copper project

CRS ($52m) - Caprice reported maiden 6.2Mt at 2.6 g/t gold (522koz) at the Island Gold project, including 340koz at 5.8 g/t | ▲ 17%

AUQ ($52m) - Alara received its first $3.8m dividend from 51%-owned Al Hadeetha, operator of Al Wash-hi Majaza copper mine

BCA ($49m) - Black Canyon drilled north of Wandanya, intersecting 6m at 56.5% Fe from 28m; Scoping Study due December

FEG ($48m) - Far East Gold secured ASIC relief to defer the 2026 AGM to 31 March 2027 amid uncertainty from shareholder requisitions

NMR ($45m) - Native Mineral Resources posted a record 1.3koz refined gold in October; November opened with a 0.9koz doré smelt | ▲ 20%

AEV ($38m) - Avenira halted pending binding earn-in for its gold tenements

BPM ($26m) - BPM hit 8m at 9.2 g/t Au from 71m in first holes at Bonnie & Clyde, Forelands

BMR ($25m) - Ballymore reported 22m at 47.3 g/t silver, 3.4% lead and 3.3% zinc from 34m at Little Torpy’s, Ruddygore, Qld

KNB ($25m) - Koonenberry’s Dunedoo drilling returned 20m at 0.2 g/t Au and 3.5 g/t Ag from 82m, with pyrite–magnetite alteration at Bolinda Vale

AKN ($24m) - AuKing discovered near-surface rare earths at East Tundulu, Malawi: 67m at 1.68% TREO from surface | ▲ 15%

WGC lowers gold investment demand growth outlook as bar buying slows (Reuters)

Canada's gold output rises 22% as global supply declines (Mining.com)

Simandou offsets iron ore supply cuts, says Macquarie (Bloomberg)

NSW approves scandium mine, boosting critical minerals investment above $3B (AFR)

Tianqi cuts jobs at Kwinana lithium refinery amid $500m losses (West)

DRC seizes thousands of tonnes of copper and cobalt amid illegal mining probe (Bloomberg)

ACG.L (£390m) - ACG Metals announced a US$220m all-share acquisition of Blue Moon’s Norwegian unit, including its construction-stage Nussir project | MOON.V ▼ 13%

Ramelius hires Barrenjoey to pursue Northern Star's Carosue Dam, valued at $800m (Australian)

Matsa & Blue Cap dispute over Devon mine involves $67m debt claim (BN)

Abu Dhabi’s XRG in $2.1B deal to buy Shell out of North West Shelf (AFR)

TTM ($158m) - Titan is suspended pending a funding arrangements announcement

FXG ($72m) - Felix Gold raised $7.3m at $0.12 (14.3% discount) to fund Treasure Creek permitting and Frontier studies; SPP up to $1m

Dataroom reports Ramelius has enlisted advisers to pursue Northern Star's Carosue Dam, with an $800m price tag doing the rounds.

We're not surprised RMS is interested. We're more curious who decided Carosue is worth $800m.

Jefferies has it at $529m NAV, with production forecast to fall from 212koz last year to 70koz by FY29.

Carosue's 4Mtpa mill and infrastructure could save RMS ~$300m of planned Rebecca-Roe capex.

There's a sensible deal to be done here. Heck if Edna May is worth $300m, perhaps Carasoue Dam is worth $800m.

CYL ($958m) - Catalyst appointed Ben MacKinnon CFO and Rob Williamson COO

AMI ($680m) - Brazil Farming bought $4.5m of Aurelia shares | handwritten as always from the legend

BM1 ($316m) - Ballard director Paul Brennan bought $29k of shares

GHM ($120m) - Golden Horse director Nick Anderson bought $45k of stock

FAL ($100m) - Falcon directors Mark Bennett & Alex Dorsch bought a total of $114k of shares on-market

LM1 ($28m) - Forrestania bought $362k of Leeuwin shares

Merging WA Universities — A Minerals Perspective (Strictly Boardroom)

Palladium: Back on the Christmas shopping list! (Fred’s Corner)

99 bottles of gold on the wall (Alyosha) 2026 GLD outflows = $3.8B… on track for its first yearly outflow since 2023

We’re probably in the minority who reckon Stephen Mayne’s relentless AGM agitation is a big net positive for corporate Australia

And while we might be getting a touch parochial here (we’re hardly known for defending Perth’s director class), we reckon he’s missing the forest for the trees on this one

Anyway, in the spirit of encouraging more professional AGM pests, we’ve built a handy calendar of every ASX AGM this season: https://agm.moneyofmine.com/