NST ($30B) - Northern Star updated its on-market buy-back to a maximum 22.6m shares ($500m) to April 2027

DPM ($11B) - DPM hit 713m at 2.5 g/t AuEq (1.3 g/t Au, 1.2% Cu) at Brevene South Porphyry adjacent to Chelopech

IPX ($2.0B) - IperionX's Titan Critical Minerals project DFS returned NPV₈ US$813m and 39% IRR with staged capex US$381m over a 14-year plan producing rare earths, titanium minerals & zircon in Tennessee | ▼ 6%

FFM ($1.8B) - FireFly secured an ATO ruling confirming its Bellavista in‑specie distribution was a capital return, not a dividend

PMT ($1.3B) - PMET received a non-binding LOI from SocGén to participate as MLA for financing of Shaakichiuwaanaan

CHN ($569m) - Chalice outlined a 2.5km Cu-REE anomaly with rock chips to 19.3% TREO and will start a 10-hole RC program

VMM ($467m) - Viridis signed a power connection contract with DME for Colossus, reserving 27MW from Dec 2027 for H1 2028

NVA ($376m) - Nova will be suspended from quotation today following court approval of its scheme

AR1 ($215m) - Austral secured a 4.8MW SAG mill for the Rocklands 3Mtpa restart, with site works to begin Q3 2026

FXG ($172m) - Felix began bulk-sample extraction at the Treasure Creek Antimony project, shipping ~20t off-site and entering Alaska OPMP permitting

ARL ($132m) - Ardea was granted WA Lead Agency Status for its Goongarrie Hub

VAL ($127m) - Valiant hired Mako Mining to start dewatering and rehab at Comet, with completion targeted H2 FY27 for restart

BKB ($92m) - Black Bear reported 8.8m at 307 g/t Ag from 259.1m at Shafter Silver, Texas, extending beyond the foreign MRE | ▲ 11%

AW1 ($52m) - American West resampled core at West Desert, returning 39.4m at 5.86% Zn and 28 g/t In to support MRE expansion

BTM ($45m) - Breakthrough reported Barbara assays in Qld, with 35m at 1.34% Cu from 204m

LKY ($43m) - Locksley confirmed REE mineralisation at El Campo, California, with 7.2m at 2.9% TREO (NdPr ~25% of TREO)

AAU ($39m) - Antilles said Nueva Sabana, Cuba concentrator shipments start July; final non-concentrator EPC shipment from China departs in ~2 weeks

AVM ($38m) - Advance’s first hole at Gavilanes returned 33.9m at 220 g/t Ag (including 6.2m at 718 g/t)

EVG ($36m) - Evion's 50:50 Panthera JV sold 720t for US$1.7m revenue, delivering US$530k EBITDA at 20–25% capacity

NXM ($36m) - Nexus reported 13m at 3.4 g/t Au from 30m at Payns, ahead of a Sept-quarter Wallbrook gold MRE update | ▲ 8%

M4M ($32m) - Macro was awarded a $12.5m first work package by BHP for site works at Mt Goldsworthy to May 2027 | ▲ 50%

Iran launched a deadly strike on Kuwait Int’l Airport (AFR) Trump: “I don’t know. I mean, I think it (the Strait) could be (closed through Labor Day)”

Exports from Guinea’s Simandou iron ore project surged in May to 2.2Mt, 6 months after the first shipment (Bloomberg)

Oklahoma's attorney general sues to block aluminium smelter after Trump endorses rival (Reuters)

India’s central bank said a report that it’s selling gold is “not correct” (Bloomberg)

MAU ($578m) - Magnetic shareholders approved the scheme for Genesis Minerals to acquire it; court hearing on 9 June

Sojitz selects Brian McDonald-led group as preferred buyer for Gregory Crinum coal mine sale (Australian)

China selected a new state investment firm to coordinate overseas mining deals amid geopolitical risks (Bloomberg)

Northern Star considers selling Yandal hub amid pressure from Elliott (AFR)

ARU ($1.5B) - Arafura opened a $25m SPP at 26c, and called a 2 July EGM to approve US$100m EFA & €50m KfW equity plus $200m NRF convertible notes

C79 ($703m) - Chrysos refinanced with a 3-year $200m facility, lifting headroom by $105m to fund PhotonAssay manufacturing and deployments

Vedanta's CopperTech files for US IPO to fund Konkola Copper Mines (MiningMX)

USA Rare Earth secures up to US$1.6B funding under CHIPS Act (Reuters)

Fortuna secures $8.6m investment from US WNDR for critical minerals expansion (BN)

From the AFR article this morning:

This isn’t surprising, one thing we continue to hear is that Northern Star still needs to properly “come clean” about the capex at Jundee…

Northern Star will argue materiality. As an example (not the full picture, but part of it):

Our intel is that NST commissioned a paste plant at Jundee recently. Reclaimed dry tailings from Jundee TSF 1, trucked ~6km to the paste plant.

But apparently they struggled to fill even one stope and the project got scrapped…

PLS ($21B) - First Sentier ceased to be a substantial holder in PLS

ORI ($11B) - Orica appointed Mark G. Johnson as NED

AZY ($424m) - Copia was a net buyer of $5m of Antipa, lifting its stake to 15.2%

SKY ($257m) - Sky directors Rimas Kairaitis & Richard Hill sold 8.4m shares off-market at $0.195

EVZ ($83m) - TIGA Trading sold $2.5m of EVZ shares on-market

RMI ($79m) - Praxis bought $1m of RMI shares, taking its holding to 7.5%

ANX ($58m) - Anax appointed Nick Jolly director; he will take 2.9m placement shares and 15m performance rights

LEX ($36m) - Noontide bought $1.2m of Lefroy shares, lifting its stake to 21.1%

RAU ($36m) - Warman trimmed its holding in Resouro to 9.7%

AI may not be the demand booster copper bulls expect (Reuters)