EVN ($29B) - Evolution updated its returns policy to target a 60% payout of annual Group cash flow

S32 ($23B) - South32 said FAST-41 federal permitting is complete for Hermosa's Taylor mine, with first production targeted H2 FY28

NHC ($5.3B) - New Hope produced 11.5Mt saleable coal in FY26, with $514m underlying EBITDA and $161m net profit; 30c final dividend declared

NIC ($3.5B) - Nickel Industries flagged water shortages cutting Excelsior Nickel Cobalt project to ~30% capacity

BNZ ($1.5B) - Benz reported a C$28m quarterly net loss, closing with C$53m cash (-C$28m QoQ) after C$27m exploration spend

FRS ($867m) - Forrestania awarded JWI Contractors a $6m Stage 11 raise of the Edna May TSF, targeting initial operation mid-Nov and completion Mar '27

PMT ($781m) - PMET was invited to the Canada Investment Summit; an updated FS and PEA for Shaakichiuwaanaan are targeted for Q4 CY26

TVN ($458m) - Tivan secured approval to enlarge the Baucau licence in Timor-Leste by ~50km²

AAR ($362m) - Astral reported 22m at 2.73 g/t gold from 361m at Theia (Mandilla)

CEL ($354m) - Challenger redeemed its convertible debenture (Queens Road) without conversion

SGC ($249m) - Sinclair paid $5m cash in lieu of shares to settle vendor consideration, cancelling 7.6m performance rights

RML ($134m) - Resolution extended mineralisation to ~600m across at Golden Gate South, Idaho, with 10.2m at 1.8 g/t Au from 58m

PGL ($116m) - Pilbara Gold reported 31m at 1.91 g/t gold from 25m at Mt York

E25 ($90m) - Element 25 started early works at the Butcherbird Expansion

LM8 ($74m) - Lunnon hit 22m at 3.31 g/t Au from 5m at Koombana, deferring Hustler/Lady Herial scoping study pending MRE updates

GBE ($59m) - Globe Metals & Mining said litigation over the Kanyika project, Malawi, was withdrawn, removing a disclosed contingent liability

IBR ($50m) - Iron Bear will retain 100% of the Iron Bear iron ore project after Vale exits the development agreement | ▼ 56%

AW1 ($44m) - American West reported visual Cu, Zn and Mo 350m west of West Desert, Utah, and 1km north hit copper oxides

JLL ($40m) - Jindalee expects the US Elemental Nasdaq listing in Q4 CY26

PL9 ($38m) - Prairie’s Lithium project was selected for inclusion in the Canada Investment Summit Prospectus | ▲ 9%

ARD ($37m) - Argent reported visible gold at 91.8m and 98.1m in second hole at Trunkey Creek, NSW

AKN ($36m) - AuKing will drill a ~1,000m diamond hole at the Tundulu Rare Earths project, Malawi, after drilling intersected carbonatite to 510.6m

AR3 ($31m) - Australian Rare Earths intersected 130m of carbonatite from 68m at Overland, extending the discovery 5km south

LMG ($31m) - Latrobe Mag will pursue a 50ktpa magnesium plant in South Carolina, with 32ktpa LOIs, feedstock under a 20‑year Société Le Nickel MOU, and an indicative US$1.1‑1.5B capex yielding NPV₁₀ US$1.4‑2.7B | ▲ 70%

BTM ($25m) - Breakthrough hit 5m at 3.75% CuEq from 252m in the northernmost hole at Turpentine

AKA ($24m) - Aureka logged first mineralisation in 2km Resolution–Adventure gap at Irvine gold project, alongside 3.9m at 4.7 g/t gold from 239m

GMN ($21m) - Gold Mountain reported 12m at 1,283 ppm TREO from 10m at Capivara, with 38% MREO/TREO

Elmet Group secures $2B contract from US Defense Logistics Agency for tungsten stockpile (Reuters)

Rwanda's gov’t signs tungsten supply deal with US miner to boost production (Bloomberg)

SA Premier Peter Malinauskas confirms Whyalla steelworks' blast furnace shutdown, risking 600 jobs (Australian)

Osisko greenlights Cariboo underground gold project in British Columbia for $841m (Mining.com)

US & Malaysia investments cut China's rare earth supply share to 85% last year (Reuters)

EQR ($2.0B) - EQ will take 10% of a JV with Elmet and Blue Moon to restart a 4ktpa APT plant at Springer Tungsten project, Nevada, with first US$75m funded by Elmet | ▲ 6%

FRS ($867m) - Forrestania extended its off-market bid for Zenith

BTR ($585m) - Brightstar bought the Mikado tenements beside its Laverton plant for $350k to secure infrastructure for a 2.5Mtpa expansion, and signed a HOA to mine and process Burtville East gold on a 50:50 net‑proceeds basis

CY5 ($225m) - Cygnus flagged Kazakhstan approval for its scheme is pending

CUF ($108m) - CuFe will sell its Nullagine tenements to Helix for $50k cash and $200k in shares plus a 1% NSR | ▲ 6%

CAY ($91m) - Canyon & A2MP gave Takeovers Panel undertakings to enforce IBC independence; interim orders bar A2MP from processing acceptances

TKM ($41m) - Trek secured a 9-month option to acquire 100% of the Matrix Manganese project in Arizona, USA for $50k plus $150k on exercise

EMC ($32m) - Everest acquired an extra 5% of the Revere Gold JV for $150k and 1m shares, taking its interest to 56%

Guinea and Glencore discuss alumina and energy investments after $300m bauxite deal (Reuters)

Jubilee considers selling Tjate PGM project in South Africa amid strategic shift to Zambia copper (MiningMX)

WCN ($56m) - White Cliff will raise $8.8m at 1.7c from Hancock Prospecting, taking 13.5% for Rae Copper drilling, subject to approval | ▲ 18%

GM3 explores bond issue to refinance $600m private loan at lower yield (Bloomberg)

Minerals 260 secures $450m for Bullabulling gold project, including $200m from Franco-Nevada (West)

Our read from Evolution’s investor day deck is that Red Lake is a genuine divestment candidate.

Strip it out and the portfolio arguably improves overnight. Red Lake carries Evolution’s highest-cost gold ounces, remains capital hungry, and sits at the bottom end of the portfolio on returns.

That makes Lawrie Conway’s comments only a month ago interesting. Asked whether Red Lake was still core, he described it as a “perfect fit” alongside Mungari, generating cash while the higher-return Australian assets (Cowal, Ernest Henry and Northparkes) absorb growth capital.

Perhaps. But Evolution has also repeatedly said a gold bull market should make it more likely to sell than buy. We believe them.

The harder question is price.

BHP ($309B) - BHP director Mark Vassella bought $162k of shares

SRL ($3.7B) - SailingStone sold $30m of Sunrise shares, trimming to 6.7%

ALK ($2.5B) - CE Mining sold $45m of Alkane shares, trimming to 5.6%

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

VUL ($1.1B) - Vulcan director Francis Wedin resigned effective 11 Sept 2026

LYL ($875m) - Lycopodium directors Peter De Leo and Rodney Leonard sold 200k shares each on-market, totalling $8.4m

LM1 ($34m) - Leeuwin appointed Rubei Ma as CDO to advance Marda

VMC ($30m) - Venus shifted exec director Kumar Arunachalam to NED

GEN ($24m) - Genmin disclosed a new substantial holder after 175m shares changed hands in Jun–Jul

life before 9/11 and after (Alyosha) Great, short read

Northern Star faces leadership battle amid US bond yield pressures on gold market (Dryblower)

Higher Floor (Massif Capital) Why 2026 has put a floor under the barrel near $70

Vulcan has a habit of bucking the trend versus its lithium developer peers. In 2024, a horror year for most developers, it was up 90%.

Now it’s down ~64% from its 52-week high, while peers are up.

Maybe it is just “succession”. But we always pay close attention to Executive Director departures.