PDN ($3.3B) - Paladin produced 1Mlb U₃O₈, closed cash US$108m (-US$44m QoQ), and maintained FY27 guidance at 5.1–5.6Mlb at US$44–48/lb

CNL.TO (C$1.5B) - Collective hit 154m @ 12.7g/t AuEq at Apollo in Colombia, including 30m @ 39g/t | ▲ 5% Hole ended in mineralisation

SBM ($895m) - St Barbara began processing at Touquoy Restart and guided FY27 Nova Scotia output to 17-21koz gold at $2.1k-$2.6k/oz AISC | ▲ 5%

RXL ($699m) - Rox hit 4.9m at 15.1 g/t gold from 584.1m at Youanmi, confirming down-plunge continuity below United North | ▲ 7%

VMM ($543m) - Viridis signed an offtake with Solvay for Colossus MREC, with take‑or‑pay on Nd, Pr, Dy and Tb underpinning US$915m minimum revenue over 2029–34 | ▲ 11%

A4N ($486m) - Alpha HPA said the HPA First project Stage 2 is 55% complete with commissioning in Q4 CY27, 10.4ktpa capacity covered by 13.8ktpa LOIs, $699m capex within a $820m funding stack | ▲ 10%

TRE ($295m) - Toubani said the Kobada Gold MRE is weeks away after RC drilling hit 55m at 3.3 g/t gold from 138m | ▲ 5%

MRT ($179m) - Maritana reported 36m at 3.53 g/t gold from 142m below the planned southern pit at Boorara gold project, WA | ▲ 12%

MPK ($178m) - Many Peaks lifted the MRE at the Ferké gold project to 34.6Mt at 1.9 g/t gold (2.1Moz), up 57%, though in-pit ounces fell 16% | ▲ 5%

LNQ ($118m) - LinQ pulled director incentive resolutions from the 17 Nov AGM after shareholder feedback, to revisit and resubmit later | ▲ 5%

MMA ($110m) - Maronan reported its 7.1A mandate failed at the AGM; shareholders adopted an amended constitution | ▲ 6%

LM8 ($69m) - Lunnon reported Hustler metallurgical tests with 24hr gold recoveries of 96.4–97.3% to feed the Foster-Baker gold scoping study

BRW.V (C$66M) - Brunswick hit 302m @ 1.73% Li₂O at Anatacau in Quebec, including 142m @ 1.97% | ▲ 12% absolute stonker. more below

TNC ($47m) - True North retracted its reserves, production target and forecast financials for the Cloncurry project pending further study

AGC ($31m) - Australian Gold and Copper hit 16m at 5.1 g/t Au from 61m at Evergreen, South Cobar

AW1 ($30m) - American West released a PFS for the Storm Copper project with 12.6Mt reserves at 1.2% Cu, NPV₇ US$119m and US$81m initial capex; FID early '28, first production '30

Oil tanks, gold runs, stocks leap as Democracts sweep US midterms (Reuters)

Freeport-McMoRan green-lights $4.5B expansion at Bagdad copper mine in Arizona (Bloomberg)

Ivanhoe Mines cuts 2027 copper production forecast for Kamoa-Kakula in DRC by 75kt (Mining.com)

Fortescue hauls ore on ship fuelled by Chinese green ammonia (Australian)

FAL ($92m) - Falcon earned 51% of tenements at the Errabiddy from West Coast Silver, and will earn 70% by spending a further $1.3m in 36 months | ▲ 8%

ARN ($80m) - Aldoro signed an MOU for Willetech to acquire 51% of Kameelburg via shares, with RMB 2B staged funding (non-binding) and RMB 100m initial funding (binding), with Aldoro free carried and $10m historical spend reimbursed

JLL ($39m) - Jindalee's US listing vehicle US Elemental's Form S-4 was declared effective by the SEC, enabling Constellation's vote and targeting a Q4 CY26 Nasdaq listing | ▲ 8%

Cazaly signs 12-month option agreement for Brazilian rare earth and uranium projects (BN)

Eagle Nuclear Energy to acquire Noble Plains Uranium for US$9m in stock (Mining.com)

FMG ($44B) - Fortescue priced US$1.5B senior unsecured notes due Nov '32 at 7%, swapped to RMB for an effective ~3.9% rate

TCG ($752m) - Turaco raised $97m at 60c, with the new shares quoted; an SPP will follow | ▲ 7%

PLA ($354m) - Pacific Lime and Cement halted pending capital raise and financing

CYM ($179m) - Cyprium completed T1 of a $20.7m placement at 33c

FEG ($42m) - Far East Gold launched an SPP to raise up to $3m at 10c, a 20% discount

Brunswick Exploration delivered a monster lithium hit overnight, drilling 302m @ 1.73% Li₂O at Anatacau in Quebec

At 523 grade-metres, it narrowly eclipses AVZ's best Manono intercept, beats Patriot's best at Corvette, and trails only the truly absurd likes of Q2's 457m @ 1.65% (755)

Brunswick is worth just ~C$87m fully diluted, and Anatacau sits only 20km from Rio Tinto's Galaxy project

It looks an obvious eventual target for Rio. We doubt that ~C$87m price tag survives for very long

PLS ($8.5B) - AustralianSuper bought $31.7m of PLS, lifting to 14.2%

YAL ($7.5B) - Yancoal director Peter Smith bought $123k of shares

WGX ($4.8B) - L1 lifted its stake in Westgold to 11.9% after buying $55m

29M ($403m) - 29Metals director Ashish Gupta bought 200k shares at $0.28

TG6 ($23m) - Forrestania bought $321k of TG Metals shares, lifting to 18.9%

Recycle Bin (Doomberg) “Energy arbitrage is about to take flight”

LME Week 2026 (Fastmarkets Pod) Perspectives on a bunch of commods: pretty gloomy all round

Regal hands King’s funds to a new generation of managers (AFR)

Midterms - The Aftermath (Le Shrub) “…because we expect the Iran War to escalate very soon”