FMG ($51B) - Fortescue shipped 46.8Mt iron ore in Q1 FY27, with net debt up to US$2.8B (from US$0.9B), as sales of 42.9Mt lagged amid talks with CMRG; FY27 guidance remains subject to those negotiations

RMS ($7.0B) - Ramelius produced 49koz gold (guidance ~215koz), closed with $768m cash and gold (+$118m QoQ), generating $60m in free cash | Minor wet weather impacts

WAF ($3.9B) - West African produced 128koz gold in Q3 and said CY26 guidance of ~450koz remains on track. Kiaka explosives permit is still pending and supply remains a bottleneck. M5 South UG mining commenced

SX2 ($3.0B) - Southern Cross spent C$35m Q1, ending with C$84m cash; Sunday Creek exploration decline completion pushed to Jan '27

ELV ($1.0B) - Elevra signed a 240kt, 3-year spod concentrate supply deal with LG from NAL, with first shipment in 2026 | Backend heavy contract

AUC ($704m) - Ausgold deferred the planned 2026 resource update and FID due to the OceanaGold scheme

BC8 ($547m) - Black Cat reported 9.9m at 27.4 g/t gold from 107m at Lynx (Paulsens), from an UG and surface program

HCH ($317m) - Hot Chili shared assays from 25 holes, hitting 188m at 0.56% CuEq from 24m at La Verde. Maiden MRE this year & revised Costa Fuego PFS

WWI ($161m) - West Wits drew R236m, leaving Qala Shallows funded to steady-state; commercial production Q4 '27, 70koz gold p.a. from Q1 '29

TER ($144m) - TerraCom reinstated after lodging audited FY26 accounts

CUF ($104m) - CuFe appointed Sternship to advise on M&A and funding as it advances the Tennant Creek copper project

AVL ($82m) - Australian Vanadium signed an MOU with Tyfast Energy to evaluate vanadium oxides for Li₃V₂O₅ anodes and offtake

LM8 ($68m) - Lunnon noted BHP's sale of the Kambalda Nickel Concentrator to shareholder Gold Fields (29.6%) and will assess options

RIM ($33m) - Rimfire reported 15-week leach recoveries of 22.7% (saprolite) and 15.2% (laterite) at Murga scandium, projecting 52-week recoveries of 60% and 30% for atmospheric leaching

FUN ($33m) - Fortuna reported 7m at 2.27% rutile from 26m at Mlongo, extending below the Mkanda inferred MRE

EMC ($30m) - Everest updated the Mt Dimer Taipan MRE to 975kt at 1.4 g/t gold (43koz), with 142kt (6.1koz) stockpiled; ounces are below 2021

BPM ($28m) - BPM Minerals reported 18m at 4.93 g/t gold from 245m at the Beachcomber, Forelands project

CZN ($25m) - Corazon reported first RC assays at Chalice: 27m at 1.26 g/t gold from 180m

High Court blocks MACH’s Mt Pleasant coal mine expansion (Australian)

Paradice says ‘bloody tough’ market will kill Aussie fundies (AFR) Just 25% of managers outperformed last year

Vitol CEO: Western oil inventories have been exhausted (Bloomberg) G7 releasing further 100m barrels

Heeney Capital partners with Mercuria to ship Venezuelan aluminium to the US (Bloomberg)

Uranium miners surged after Google agrees power purchase with Constellation (Reuters)

Brazilian appeals court clears Sigma’s Grota do Cirilo restart, boosting shares 5.9% pre-market (Mining.com)

Kenzoll Capital & MSF Commercials invest $50m to revive Namibia's Elizabeth Bay diamond mine (Mining.com)

Anglo and Teck navigate geopolitical complexities in nickel sale discussions (Mining.com) Anglo threaten to close ops if EU blocks MMG deal

BHP bypasses Forrest’s Wyloo, selling nickel concentrator & tenements to Gold Fields (AFR) Lunnon +12%

Genesis plans to sell or spin off Australian mines post-Vault deal (Bloomberg)

Raleigh Finlayson criticises Gold Fields' bid for Northern Star, urging cash over stock (AFR) ‘Didn’t deny GMD would look at Jundee’

PC2 ($383m) - PC Gold agreed to acquire three NT mining leases and a water licence at Spring Hill from JSM for $6.5m ($4.5m cash & $2m shares)

RMI ($122m) - Resource Minerals Int’l acquired the remaining 25% of Vancouver Minerals, issuing 12m shares ($1.6m)

BM1 ($341m) - Ballard is raising $50m at 66c

AAU ($26m) - Antilles raised $3.5m at $0.007 with 1:1 free options

Glencore to list on ASX next week, trading below 10-year valuation average (Australian)

Trinity Metals plans New York IPO amid rising tungsten prices, seeks pre-IPO funding for Rwandan expansion (Bloomberg)

NioBay seeks partners to advance Crevier niobium project in Quebec (Mining.com)

Two more ASX juniors have hung out the For Sale sign recently:

CuFe ($101m) today appointed Sternship to “explore strategic and funding options” for its Tennant Creek copper portfolio. Pan African with 15% and a growth focus at Tennant is the natural buyer, who bought their CUF stake at 5c vs 4.9c today.

Western Gold Resources ($22m) took a less conventional route to the shop window when Wiluna's CIL tank failure torpedoed its planned toll-treatment pathway for the 277koz Gold Duke project, leaving WGR searching for alternatives, including “via a potential corporate transaction.” Those ounces are still worth much more to Wiluna than anyone else. But the company needs to finish its IPO first.

LYL ($944m) - Braeside sold $19.7m of Lycopodium shares, trimming to 5.5%

JAL ($41m) - Crocodile Capital took a 6.4% stake in Jameson after buying $1.2m of shares

Calm down: High Court’s coal mine judges are no climate activists (AFR Analysis)

Are benchmark prices market prices? (SSRN)

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked? (Zero Hedge)

Tin prices surge as AI investments reshape market (Reuters) +$50k/t since June

“Distinctive identity” doing some fairly heavy lifting here.

A small sacrifice of spelling for several decades of avoided pronunciation admin.