AZJ ($7.1B) - Aurizon reaffirmed FY26 guidance of $1.7B-$1.8B EBITDA and a 22-23c dividend, noting a ~$10m fuel timing impact to FY26 EBITDA

EMR ($3.9B) - Emerald received Works Approval for Dingo Range, enabling development, and ordered two SAG mills for Dingo Range/Memot for $30m

IMD ($2.2B) - Imdex posted record 3Q revenue, up 23%, with sensors/services/SaaS now 70% of group revenue

FFM ($1.4B) - Firefly confirmed a return of capital via the distribution of 60m Bellavista shares

LGF ($979m) - L1 Gold Fund reported an after-tax NTA $1.83/share (at 30 Apr) | Trades at $2.06

MTM ($405m) - Metallium secured 4ktpa PCB feedstock (50% of Stage-1), supporting Texas commissioning

MMI ($370m) - Metro restored full transhipping at Bauxite Hills with Ikamba back in service and kept CY26 shipment guidance at 6.6–7.1Mwmt

CTM ($320m) - Centaurus defined 2km+ copper-in-soil anomalies at Rio Novo, while Boi Novo returned 6.7m at 1.5% Cu and met tests showed 95% recovery

TBR ($282m) - Tribune will buy back up to 5.2m shares (10%) on‑market over 12 months, worth ~$28m

AR1 ($192m) - Austral reported 10m at 7.5% copper (incl. 4m at 16%) at Snow Queen, 60km from the Rocklands plant | ▲ 7%

RML ($133m) - Resolution achieved 99.5% sulphide recovery in rougher flotation from 10.5% Sb at Antimony Ridge

PHO ($73m) - PhosCo reported a maiden 20.2Mt at 20.5% P₂O₅ phosphate, taking Gasaat to 166.6Mt at 20.6%

CUF ($71m) - CuFe's expanded scoping study for Orlando outlines NPV₇ $705m on $141m capex, now including underground and bismuth/silver revenue

AQD ($68m) - AusQuest reported 269m at 0.29% copper from 160m at Cangallo

CRS ($66m) - Caprice hit 22m at 66.2 g/t gold from 42m in a new lode parallel to Vadrians | ▲ 33%

WCE ($47m) - West Coast Silver outlined a starter open-pit restart plan for Elizabeth Hill

PTR ($41m) - PTR received assays from the Rosewood Titanium project, hitting 21m at 8.7% HM from 3m | ▲ 12%

CLA ($33m) - Celsius had interim orders denied in its dispute with Sodor, which retains 60% control of MCC pending arbitration

CPN ($31m) - Caspin drilled 21m at 0.78% Sn at Kelpie, extending mineralisation 75m beyond the resource

The offensive stage of war is over, according to Marco Rubio, as flare-ups test the ceasefire and Project Freedom gets paused (Time)

Santos chief warns market underestimates duration and volatility of energy crisis (Australian)

France convenes G7 on critical minerals to curb China's grip (Reuters)

WA gov’t fights to cap Indigenous compensation in $1.8B Fortescue native title case (Australian)

A blast at Glencore’s Kazzinc killed two people, with a dust collector exploding at the smelter (FT)

Goldquest’s stock was halted again after the Dominican Republic suspended its Romero mine following protests (Bloomberg) Down 25% this week

Nine coal miners die in gas explosion in Colombia (BBC)

Lumina Metals signs LOI with KGHM for copper supply from Nowa Sól project (TMX)

CBE ($192m) - Cobre lifted its stake to 45% in the Sierra Atacama copper project via a subsequent subscription

WR1 ($123m) - Winsome holders approved the Li-FT takeover schemes, with ASX suspension expected 12 May | ▲ 7%

AS1 ($161m) - Asara entered a halt pending a capital raise

TAM ($108m) - Tanami Gold has halted trading as it raises new capital

JLL ($57m) - Jindalee is in a trading halt to raise cash

Waratah seeks $40m for diamond drilling at Spur gold and copper project (AFR)

We’ve been hearing a rumour for weeks now about Northern Star that we were hoping wasn’t true… And despite crickets from NST, we’re confident enough to run it.

Mill 2 of the old plant at KCGM has been offline for the last two weeks. And based on our intel, it could be down for months.

That’s processing capacity down at a time when Australia’s biggest goldie really doesn’t want another guidance downgrade…

GGP ($9.2B) - Greatland MD Shaun Day exercised 250k options and sold 250k shares, leaving his shareholding unchanged

PRU ($7.3B) - AussieSuper bought $71m of Perseus shares, lifting it to 7.3%

WAF ($3.4B) - Helikon bought $39m of West African stock, lifting its stake to 9%

PRN ($1.8B) - Perenti appointed Vincent Nicoletti; Timothy Longstaff resigned as director

RXL ($577m) - Rox director Nathan Stoitis exercised 500k performance rights, lifting his holding to 1.7m shares

EHL ($565m) - Emeco appointed James Scott as an independent NED

29M ($403m) - 29Metals director Nick Cernotta bought $60k of shares

OCN ($88m) - Stephen Parsons and Michael Naylor increased their stakes in Oceana via option exercises

LLM ($64m) - Harvest Lane bought $2m of Loyal Metals shares, lifting its stake to 15.5%

CAV ($47m) - Carnavale appointed Humphrey Hale as MD

Communication Let Me Down (Strictly Boardroom) The #1 Rule of Leadership

The most interesting thing about this $11b gold deal is who’s not involved (AFR Analysis) Any guesses?

The Secret Team Blowing Up Ford’s Assembly Line to make a $30k Electric Truck (WSJ)

A worthy quinella from Michael Horner today 👏