EMR ($4.6B) - Emerald mandated Sprott & Macquarie for a US$200m acquisition facility, expandable to US$400m, to fund future gold acquisitions

ORE ($1.9B) - Orezone released a 14-year PEA LOM plan for Casa Berardi, Quebec, with 116koz pa gold at AISC US$1,877/oz and after-tax NPV₅ US$1.1B

PNR ($1.0B) - Pantoro will start an exploration decline in Q4 CY26 to access Racetrack after drilling extended strike to 900m

TCG ($951m) - Turaco reported extensional and infill results at Begnopan supporting inclusion in a Q4 CY26 update to the Afema MRE and DFS, with 24m at 3.3 g/t gold from 105m

IPX ($924m) - IperionX validated GenX HAMR titanium production in Virginia, with 6x throughput and >75% lower power; powder met Grade 5/23 oxygen

TGN ($545m) - Tungsten Mining confirmed the flowsheet at Watershed with concentrates to 65.9% WO₃, dispatching offtake samples and targeting Oct 26 DFS

MEK ($403m) - Meeka set resources at ~1.5Moz, 2.8 g/t Au, including 270koz at 2.4 g/t from Mt Holland; reserves 355koz at 2.8 g/t

PC2 ($387m) - PC Gold will hold its AGM on 9 November 2026; director nominations close 21 September 2026

TOK ($372m) - Tolu updated the Tolukuma MRE to 4.3Mt at 6.6 g/t gold and 28.2 g/t silver (909koz Au), up 81% vs '23

TRE ($349m) - Toubani reported 28m at 8.86 g/t gold from 188m at Foroko, for inclusion in Kobada MRE update due Oct

SVL ($333m) - Silver Mines said DPHI finalised its Bowdens Silver assessment, reaffirming approvable status, with IPC decision due by 9 Dec

CEL ($329m) - Challenger began trading on OTCQX

BGD ($290m) - Barton reported 11m at 8.7 g/t gold from 68m at Tunkillia

WTM ($248m) - Waratah reported 89–93% gold recoveries via gravity and cyanide leach from Consols Zone geometallurgical tests at the Spur project, NSW

AEU ($178m) - Atomic Eagle outlined new uranium zones at Muntanga North and Namakande, with 3.1m at 344 ppm U₃O₈ from 27.7m

GL1 ($171m) - Global Lithium lifted Manna NPV₈ to $946m and cut funding to $180m via Manna–Nova integration, with FID Dec Q CY26

TLG ($135m) - Talga signed a non‑binding LOI with EAS Batteries targeting graphite anode supply from Vittangi Anode, Sweden, by Jul '27

AT4 ($97m) - American Tungsten & Antimony started the Del Sol refinery restart to produce antimony flake for offtake qualification and expansion studies

NMR ($69m) - Native Mineral Resources produced 501oz doré at Blackjack

TNC ($67m) - True North’s consolidated Mongoose–Taipan MRE is 11.2Mt at 0.76% CuEq at Cloncurry, lifting CCP contained copper ~18%

ESR ($65m) - Estrella received conditional approval to export a 100t manganese bulk sample from Ira Miri

KZR ($53m) - Kalamazoo secured new Vic tenements

CAE ($42m) - Cannindah will update the 14.5Mt at 1.09% CuEq MRE by end Sep, with drilling beyond resource at Cannindah Breccia

AEV ($35m) - Avenira signed a four-year 500ktpa phosphate rock offtake with Hebang, exclusive in Mainland China, covering >80% of expected DSO from Wonarah Phosphate

G11 ($30m) - G11 paused drilling at the Sunrise prospect, Tas, due to poor ground

Canadian govt expands tax breaks to include mining property for immediate expensing (Bloomberg)

Australian coal gains traction as safer alternative amid Middle East conflict (West)

Glencore faces US$2B suit as it alleges Radiant World fraud (Bloomberg)

China's aluminium output hits record 4Mt in August amid conflict (Bloomberg)

India's met coke imports to hit record 6Mt in 2026-27 despite anti-dumping levy (Reuters)

China Iron & Steel Association urges domestic mills to curb steel output and reduce inventories (Bloomberg)

EUR ($579m) - European Lithium secured court orders to convene scheme meetings for an all‑scrip acquisition by Critical Metals; IER found the share scheme not fair but reasonable

FAU ($45m) - First AU will acquire Javelin via a recommended all-scrip takeover offering 11.7647 FAU shares per JAV share (0.5882 post-consolidation); former Javelin holders to own ~48.7%; separately, its Eureka right-to-mine with MEGA was terminated

AWJ ($42m) - Auric bought second-hand crushing/front-end plant for $1.2m to support 600ktpa Burbanks CIL restart in Q1 CY28, vs $15–$20m new

USC ($27m) - US1 Critical Minerals will sell uranium licences to Bradda Head Lithium for US$1m plus up to US$800k, pending approvals

Rio Tinto considers selling Pilbara infrastructure assets; Apollo, KKR, Brookfield, Blackstone express interest (Australian)

Elemental acquires Vizsla Royalties for $239m, securing royalties on Panuco silver-gold project in Mexico (Mining.com)

WA Supreme Court approves Critical Metals' $1.164B acquisition of European Lithium for Greenland's Tanbreez project (West)

Agnico Eagle CEO Ammar Al-Joundi declines participation in Barrick's North American IPO, citing strategic focus (Reuters)

MI6 ($2.0B) - Minerals 260 raised $250m at 88c (pro forma cash $633m)

VRC ($29m) - Volt secured US$5.4m non‑dilutive funding from the US Department of War

VYS ($496m) - Molonglo bought $503k of Vysarn shares, lifting to 11.6%

CY5 ($225m) - Cygnus issued 24.1m shares on exercise of employee rights, including 20.1m to Exec Chair David Southam

Operations Consultants? 'Nothing to see here, mate' (Strictly Boardroom)

China Found Something Better Than Oil (YouTube) Rare Earths

Ross Beaty's 80 Bagger in Copper Mining (Big Score) Teaser for tonight