VAU ($7.0B) - Vault completed its buy-back, repurchasing 12m shares for $54m

CXO ($1.1B) - Core Lithium produced first spod con at the recommissioned Finniss, lifting capacity ~20% to 1.2Mtpa; first shipment targeted Dec Q | ▲ 8%

BRE ($967m) - Brazilian Rare Earths commissioned its Stage I pilot at Camaçari and secured $1.7m to co-fund Stage II hydromet, with commissioning targeted in Q2 CY27 | ▲ 7%

LYL ($861m) - Lycopodium kept FY27 guidance unchanged after security incident at KEFI's Tulu Kapi gold project; no Lycopodium staff were on site

CHN ($519m) - Chalice expanded tenure across 30km Goomalling Copper belt after intersecting 21m at 0.18% Cu from 50m at Deep Blue

AAR ($371m) - Astral’s Theia Stage 1 infill at the Mandilla gold project returned 13m at 5.0 g/t Au from 36m

HCH ($334m) - Hot Chili reported 62m at 0.91% CuEq from 20m at La Verde, supporting integration into the Costa Fuego copper-gold PFS

MRT ($309m) - Maritana reported Encore FID on Windarra Tailings, triggering $400k and 3% NSR, funded by Encore

BGD ($306m) - Barton’s Tunkillia Environmental Scoping Report was approved in SA, initiating ML approvals; PFS and reserves targeted Q1 CY27

RHI ($292m) - Red Hill posted $20m NPAT for FY26 on $29m iron ore royalty income, closed with $63m cash, and declared a 10.8c franked final dividend

TM1 ($232m) - Terra reported 79.8m at 1.3 g/t 3E from 302m at the Southwest discovery, Dante project

SS1 ($218m) - Sun Silver reported from-surface silver-gold at Maverick Silver, hitting 16.8m at 20 g/t AgEq outside the MRE

TTM ($186m) - Titan extended mineralisation at Brecha-Comanche within the Dynasty project, with 16m at 2.8 g/t Au, 9.1 g/t Ag from 434m, confirming a 30m lateral extension; MRE and Scoping Study due Q1 2027

SHN ($140m) - Sunshine kept Mt Moss refurbishment in Qld on track for commissioning and first gold mid-2027; construction slated Oct–Nov 2026

YRL ($77m) - Yandal reported 24.2m at 1.4 g/t Au from 238m at Arrakis, extending Domain C by 80m | ▼ 9%

PNN ($74m) - Power Minerals secured Minas Gerais priority-project status for its Morro do Ferro rare earths project, enabling coordinated licensing support

VHM ($62m) - VHM reported initial Goschen twin-hole results: THM grades 5.6% higher in Area 1 and 3.6% in Area 3 vs historical

PXX ($57m) - PolarX is in a halt pending Caribou Dome drill assays, Alaska

KSN ($44m) - Kingston reported 13m at 2.9% CuEq from 165m at Jack's Hut, Mineral Hill, informing an MRE and reserve update

AUQ ($43m) - Alara dispatched its 62nd copper concentrate shipment from Sohar Port, 207t Cu from Al Wash-hi Majaza, Oman

TKM ($41m) - Trek Metals reported 7m at 40.2% Mn from 7m at Kuro, with Phase 2 drilling underway targeting IP anomalies

CPN ($36m) - Caspin identified a tin-tungsten target at Bygoo project, NSW, with historical 3m at 3.69% WO₃ and 0.39% Sn from 44m

LM1 ($34m) - Leeuwin trading paused pending a further announcement

BMR ($32m) - Ballymore hit 7m at 170 g/t Ag from 44m at Torpy's, extending mineralisation 40m up-dip at Ruddygore, Qld

REC ($27m) - Recharge lifted tungsten grades up to 49% in Brandy Hill South re-assays, including 11m at 0.15% WO₃ from 124m

MNB ($23m) - Minbos' auditor flagged a material going concern uncertainty; the half-year showed a $4.2m net loss, US$4.8m drawn under the US$16m IDC facility, and a US$13.8m Phase 2 build contract | ▲ 6%

MGU ($22m) - Magnum reported 15m at 2,190 ppm TREO from surface at Feirinha and targets Piracanjuba MRE in Nov | ▼ 14%

Copper hits record $14,533/t on LME amid US tariff expansion fears (Bloomberg)

WA's gold sector faces inflationary pressure with high labour demand driving costs (BN)

Gold prices decline as strong US jobs data fuels rate-hike expectations (Reuters)

Russia projected to control over a third of mined uranium supply by 2040 (FT)

China pauses approvals for battery storage manufacturing projects, impacting lithium supply chains (Reuters)

Glencore sells Aurukun bauxite project in Cape York to Rio Tinto after secret negotiations (Australian)

ACG Metals to acquire Keşkek gold project in Türkiye for over $7m (Mining.com)

Chinese steelmaker Baowu considers stake in BHP's Jimblebar iron ore mine (BN)

E25 ($86m) - Element 25 executed a $50m NAIF facility ($42.5m term, $7.5m overrun) for the Butcherbird expansion; drawdown conditional

WCE ($36m) - West Coast Silver raised $5.9m at 9.5c via T1 of its placement to advance Elizabeth Hill

Red Hill reported $28.8m of FY26 royalty revenue from Onslow Iron and finished June with $62.8m cash.

Plenty in the royalty game will tell you royalties are worth more inside larger portfolios. Fixed costs are spread across more revenue, cash flows are better diversified and the cost of capital should fall with scale. There is plenty of merit in that argument.

Vox Royalty is the obvious dance partner. Red Hill has Onslow Iron plus its Sandstone gold royalty. Vox has a suite of WA gold royalties plus a handful of iron ore (Wonmunna, Wyloo).

Before anyone gets too excited, the barrier is the ever-so-patient register. Josh Pitt’s Perth Capital owns 18.1%. Aquila Resources owns another 15.4%, a legacy stake dating back to the old Red Hill iron ore JV. Aquila is 85% owned by Baosteel.

NST ($33B) - Northern Star director Jeff Quartermaine bought $232k of stock

EVN ($31B) - AustralianSuper sold $70m of Evolution, trimming to 16.1%

RMS ($7.5B) - First Sentier sold $5.1m of Ramelius, falling below 5%

LIN ($1.2B) - L1 bought $26m of Lindian shares, lifting its stake to 8.4%

MC2 ($1.1B) - Marimaca appointed Nicole Porcile as director

BC8 ($816m) - Black Cat named Chris Stone Acting MD

STN ($365m) - Dauntless Group took a 5.4% stake in Saturn | spent 10 mins trying to figure out who this group was and seems like the most unusual sub holder of an undeveloped gold project

CUF ($116m) - Gold Valley & Associates sold $3.6m of CUFE

GGM ($69m) - Global Gold appointed Brett Dickson as a non-executive director

MTH ($51m) - Mithril director John Skeet bought shares for $80k

DYM ($28m) - Dynamic Metals NED Aaron Maurer resigned

LMG ($27m) - Latrobe Mag named Robert Stein CEO from 1 Oct

Why Hard Assets Will Win The Decade: Jeff Currie (Master Investor)

gold is very expensive (Alyosha)

Heads Glencore wins. Tails, also Glencore.

How does this normalise…? The clock ticks on USA’s copper tariff call