PAF ($6.2B) - Pan African estimated FY26 EPS at US 17.2–18c on 272koz gold sold at an average US$4.2k/oz, AISC US$1.9k/oz; FY27 output 280–302koz

ALK ($2.6B) - Alkane lifted reserves at Costerfield to 170koz Au and 15kt Sb, extending LOM to 2032, while Tomingley reserves stand at 641koz Au

MAH ($2.1B) - Macmahon said former director David Gibbs sold 60k shares during a blackout without clearance, breaching its trading policy

VUL ($1.2B) - Vulcan secured its second lithium production licence for Lionheart, with the first production target of 2028 unchanged

BRE ($1.0B) - Brazilian Rare Earths received an ATO ruling on the Alurion demerger, confirming roll‑over relief

BC8 ($758m) - Black Cat extended mineralisation outside the Trojan resource with 13m at 1.8 g/t gold from 237m at Kal East

FML ($625m) - Focus sold 31koz Au in H1, generating $86m NPAT, and declared a fully franked 8c dividend | ▼ 10%

TECT.V (C$300m) - Tectonic Metals hit 1.40g/t Au over 30m, including 4.6g/t over 4.5m

MRT ($289m) - Maritana lifted Burbanks MRE to 13.7Mt at 1.7 g/t gold for 755koz, up 62%

AKM ($112m) - Aspire reconfirmed 130Mt ROM and 97.9Mt marketable reserves at Ovoot Coking Coal, with a revised plan targeting US$61.2m pre‑production capex and US$126m OTC bonds (12% coupon), delivering post‑tax NPV₁₀ of US$1.5B and ~60% IRR | ▲ 7%

ASN ($76m) - Anson secured approval for a ~US$212m post‑performance tax credit under Utah's REDTIF for its Green River Lithium project, with the DFS to reflect the impact; total Utah incentives now US$406.5m

IBR ($52m) - Iron Bear entered a trading pause pending an update

NMT ($28m) - Neometals executed a $2m loan with related party Coal Holdings at 10% interest, secured over its Avanti Exploration stake

White House copper tariff plan stalls amid affordability concerns (Reuters)

Freeport and Teck drop 7% as US copper tariff decision stalls (Mining.com)

IEA forecasts global coal demand to rise 1.2% in 2026, due to Middle East conflict (Reuters)

Rio secures Aboriginal consent for Winu copper mine in WA, targeting production by 2030 (BN)

‘Names out of a hat’: BHP faces class action over holiday rosters (AFR)

Argonaut doubles profit on robust ECM activity (BN)

GA8 ($37m) - GoldArc to buy Niagara West and Niagara North tenements from Regener8 for $1.5m scrip + up to $1m contingent

Chinese miner Lingbao takes Belt and Road to PNG with $453m St Barbara gold deal (AFR)

CEL ($346m) - Challenger raised $2m at $2.40 to fund working capital, with free attaching options exercisable at $3.12 expiring Jun '29

SPMC.V (C$59m) - South Pacific Metals is raising up to C$15m at C$0.83/sh, with a full 2-year C$1.40 warrant attached

VR8 ($25m) - Vanadium Resources raised $1m at $0.032 (15.8% discount) to progress studies | ▼ 5%

We’re hearing there may be an American activist circling Rio in the background.

Ask around and nobody seems willing to put a name to it yet. Does Elliott still want GlenTinto?

NST ($33B) - Elliott bought $2.1B of Northern Star shares, moving to 6.2%

OBM ($2.9B) - Hawke’s Point sold $74m of Ora Banda shares, trimming its holding to 14.9%

DVP ($1.8B) - Chester bought $18.2m of Develop shares, lifting to 6.2%

JMS ($472m) - Jupiter MD Brad Rogers resigned, with Matt Jarvis named interim CEO

LIB ($41m) - Liberty NED Jay Stephenson resigned, remaining CFO & Co Sec

PKO ($33m) - Peako appointed Stephen McIntosh as NED

Bond vigilantes will rage at Trump’s bribe. Cracks in ASX could widen (AFR Chanticleer)

@Pete_Panda is on fire right now. The following is courtesy of him as well.