GLC ($133B) - Glencore kept FY26 guidance, expects 2026 Marketing Adjusted EBIT >US$5B; Q3 copper, nickel, steelmaking coal and energy coal rose QoQ

AAI ($15B) - Alcoa delivered US$483m NPAT in Q3 and issued US$2.6B senior notes to fund the pending AliGroup acquisition

CSC ($12B) - Capstone produced 45.2kt copper in Q3 at C1 US$2.95/lb, posted US$358m adj. EBITDA, and guides CY26 output to low end and costs to high end, with capex lifted US$40m to US$830m

EMR ($4.2B) - Emerald produced 20.3koz gold at AISC of US$1.2k/oz and signed a mandate for a US$200m acquisition facility, scalable to US$400m, with Sprott & Macquarie Bank

PDI ($4.1B) - PDI Gold poured 52.9koz gold; cash/bullion +US$40m QoQ to US$405m, AISC US$1.4k/oz; CY26 guidance 198–220koz maintained

NIC ($2.8B) - Nickel Industries obtained the license for the Excelsior Ni-Co HPAL project, enabling sales; US$245m finance unconditional, drawdown today

DRR ($2.1B) - Deterra reported $46m MAC iron ore royalty revenue in Q1, down 15% YoY on lower pricing and sales

CYL ($1.4B) - Catalyst cut FY27 guidance to 90–105koz gold at AISC $3,600–4,100/oz after deferring Trident and Old Highway to FY28; Sept quarter produced 22.2koz, cash +$40m to $371m | ▼ 21%

BMC ($700m) - BMC hit 8.9m at 75 g/t Ag, 2.8% Zn, 0.4 g/t Au from 39.5m at Rhyolite Peak, extending mineralisation ~50m west

AIS ($600m) - Aeris produced 9.3kt CuEq at AISC $6.1/lb in Q1, maintained FY27 guidance, and closed with $179m cash and receivables (down $23m)

G6M ($587m) - Group 6 produced 13.7k MTU WO₃ in the quarter and closed with $54m cash (+$5m QoQ)

JMS ($491m) - Jupiter reported Tshipi produced 824kt manganese ore and sold 849kt in Q1 FY27; attributable cash $53m (-$21m QoQ)

CBE ($325m) - Cobre produced 0.8kt copper cathode, recorded US$0.5m EBITDA, closed with $67m cash (~$90m pro forma)

BCN ($305m) - Beacon produced 6.3koz gold at AISC $4.5k/oz, closed with $27.7m cash, and guided Dec quarter output of 5.5–6.5koz

GRX ($295m) - GreenX began enforcement planning for its ECT arbitration award after the Singapore court dismissed Poland's set-aside bid; £25m p.a. interest continues compounding on the £183m ECT portion

TBR ($266m) - Tribune produced 8.7koz gold (75% EKJV share) and closed with $12m cash (+$4m QoQ); the board declared a fully franked 20c dividend

HRN ($213m) - Horizon Gold reported 44m at 5.08 g/t Au from 145m at Snook, within the Gum Creek gold project

BHM ($199m) - Broken Hill produced 103koz Ag, closed with $66m cash (with further equity commitments), and signed an LOI with Ausinmet for expanded offtake and US$30m financing

PEN ($114m) - Peninsula reconfirmed guidance of 500–600klb U₃O₈ and booked a US$50m non-cash impairment, finishing the quarter with US$33.6m cash after fully drawing its US$30m Soul Patts convertible facility

BRL ($80m) - Bathurst resubmitted its fast-track application for the Buller Plateaux Continuation project, addressing EPA issues and reserve land consent

PHO ($78m) - PhosCo said a US$1.5m US gov’t grant to CrossBoundary targets up to US$100m investment for Gasaat Phosphate in Tunisia

CHW ($78m) - Chilwa reported 57m at 0.315% Nb₂O₅ from surface at Nakombe, Malawi, with mineralisation defined across 270m strike

E25 ($69m) - Element 25 terminated its GM supply/financing agreements for the Louisiana HPMSM plant and agreed revised US$166m DoE grant terms

ESR ($68m) - Estrella agreed to sell 27kt of manganese from Ira Miri, Timor-Leste, to Repusource for shipment in 30–45 days

HMX ($64m) - Hammer reported Kalman assays with 165m at 2.24% CuEqRec from 175m; S32 proceeded to Stage 3 at Isa Valley (spend $3m to earn 70%)

MRD ($63m) - Mount Ridley upgraded the Grass Patch inferred resource to 946Mt at 50.1 ppm scandium (76.8 ppm Sc₂O₃) at a 25 ppm cut-off in WA

AUZ ($51m) - Australian Mines denied undisclosed info; Boa Vista gold samples sent 7 Oct, with assays expected ~40 days from 21 Oct

DGR ($39m) - DGR Global will appoint an independent director under Takeovers Panel orders that also vest shares in the Commonwealth for sale

MTH ($34m) - Mithril extended Copalquin-Zaragoza mineralisation at Target 4 to 700m, including 2.6m at 1.5 g/t gold and 306 g/t silver from 110m

CAV ($29m) - Carnavale's BFS for Kookynie gold models NPV₈ $87m and $104m cashflow from 35.6koz at 5.0 g/t, with production targeted 2H27

NRL ($24m) - Northstone set a Dec-quarter maiden JORC MRE for Barje after 10.8m at 3.3 g/t AuEq from 68m

Iron ore prices fall below $90, pushing 170Mt of production into losses, says UBS (Bloomberg)

WA gov’t to approve Alcoa's 2025-2029 South West mine plan with stricter regulations (BN)

Hancock’s iron ore posts $1.8B FY26 profit despite weaker prices (West)

Rio opens $US1.4B Fenix lithium mine expansion in Argentina's Catamarca with President Milei (Australian)

Chinese copper buyers drive Yangshan premium to record $200/t amid tightening supply (Bloomberg)

IGO to close Nova mine in Goldfields after decade of production (West)

EUR ($636m) - European Lithium's merger with Critical Metals is effective; implementation 5 Nov will end its standalone ASX listing

CNB ($224m) - Carnaby's acquisition scheme with Evolution is court-approved; implementation 10 Nov, delisting 11 Nov

AT4 ($80m) - American Tungsten & Antimony completed the Nexus Metals acquisition, securing the Del Sol refinery in Nevada

MCM ($215m) - MC Mining released an IER stating planned share issue at US$0.2089 to Kinetic is not fair but reasonable, extinguishing a US$8m bridge loan and adding US$8m cash

OSM ($116m) - Osmond entered a trading halt pending a capital raise

QML ($49m) - QMines is in a trading halt pending a placement announcement

Four weeks is a long time in CEO recruitment.

On 1 October, Lynas Chair John Humphrey was promising an announcement by November, possibly even late October. Yesterday, the same process was suddenly going to take “as long as it takes”.

Nine months into the search, what could possibly have changed so dramatically in 28 days?

We recall the last time Lynas put its CEO search on ice, it was entertaining a takeover proposal.

Might a combination with MP Materials be back on the table?

Perhaps the most suitable CEO is one who won't need appointing.

IGO ($3.9B) - Schroders bought $63m of IGO shares, lifting to 6.8%

DVP ($1.4B) - Develop’s interim CFO Felicity Hughes stepped down; David Lonsdale appointed interim CFO

MAD ($1.3B) - Mader CFO Paul Hegarty stepped down; Exec Director Patrick Conway was appointed interim CFO

USL ($447m) - Unico appointed Jim Kouvoussis CFO and Will Lyon Head of Corp Dev

WMC ($370m) - Byrnecut confirmed a 29.5% stake in Wiluna

CRN ($251m) - Coronado appointed Sandeep Deoji as CFO

MMI ($232m) - The Williams Group lifted its Metro stake to 10%

AS1 ($230m) - Asara NED Brett Montgomery will retire at the AGM

ORN ($210m) - Orion appointed Tom Borman as Chair; Denis Waddell will retire at the AGM

TER ($69m) - TerraCom NED Glenn Splatt resigned

GGR ($21m) - Golden Globe AGM rejected Raymond Raad’s re‑election and the 10% placement capacity; Raad retired; Mark Licciardo appointed NED

Luke Gromen (MacroVoices) Macro takes on energy, treasuries, gold

LME plans metal tokens push tied to Hong Kong's 5-year plan (Reuters)

Happens to the best of us…