FMG ($53B) - Fortescue set its DRP allocation price at $17.4581 for the 46c final dividend

PAF ($6.1B) - Pan African completed the DFS for the Soweto Tailings Retreatment project, outlining 35–40koz pa at AISC US$1,750–1,800/oz, capex US$216m, NPV₁₃ US$109m (IRR 29.6%) at US$3,550/oz, with FID in Dec

WGX ($5.5B) - Westgold extended its on-market buy-back to 10 Sep 2027 for up to $50m, capped at 5% of issued capital

NWH ($3.6B) - NRW won ~$313m of contracts, including Ramelius' Mount Magnet expansion

EQR ($2.1B) - EQ Resources is in a trading halt pending a USA JV announcement

CYL ($1.7B) - Catalyst increased Trident underground reserves 32% to 524koz at 4.2 g/t Au, targeting 60–80kozpa for ~10y; first ore CY27

SLX ($1.4B) - Silex's 51%-owned GLE signed an offtake with Cameco for all PLEF uranium output, priced to Cameco’s realised prices, supporting FID

FRS ($927m) - Forrestania executed an ore purchase (up to 2Mt, 24 months) and 5-year MSA with MEGA for processing at Lake Johnston or Edna May

RXL ($885m) - Rox to start stoping at the Youanmi with drilling returning 10.3m at 12.5 g/t gold from 184.7m

MM1 ($325m) - Midas reported 10.9m at 5.1% Cu from 363m at Deblin, part of the Otavi Copper project in Namibia

CYM ($321m) - Cyprium began acid commissioning of existing heaps at Nifty with SX/EW nearing completion and first copper cathode expected Q4

BML ($266m) - Boab reported 12.6m at 204 g/t AgEq from 23m at Sorby Hills, extending mineralisation beyond FEED pit designs

SGC ($253m) - Sinclair lifted JORC MRE at the Mt Henry gold project to 48Mt at 1.2g/t gold (1.8Moz), ~90% within 200m | ▲ 9%

AEU ($182m) - Atomic Eagle's largest holder Menel will early-exercise 35.1m options at $0.31, injecting $10.9m and lifting cash to approximately $23m

VTM ($182m) - Victory secured M20/564 (2,006ha) mining lease for the North Stanmore project, WA, providing tenure for development

BCM ($164m) - Brazilian Critical Minerals completed the INCRA public hearing for the Ema rare earths project in Apuí, Amazonas, Brazil, with INCRA consent now the final land document required for IPAAM's environmental licensing

ENR ($151m) - Encounter reported 4m at 2.4% Nb₂O₅ from 40m at Joyce, 6km east of Green at Aileron

TLG ($146m) - Talga signed a non-binding MoU with Fortum to supply graphite for Vittangi Anode, targeting 10ktpa by 2034, subject to FID

FAL ($142m) - Falcon confirmed gold mineralisation over 750m at Lotus at Blue Moon, Vic, with 2.6m at 17.8 g/t from 642m

RTR ($86m) - Rumble said an updated Scoping Study for Western Queen South and Western Queen Central is due late September, targeting first ore about 6 months from decline start

AA2 ($77m) - Ariana reported 98m at 2.85 g/t gold from 91m at the Dokwe Gold project in Zimbabwe, and dispatched 8 tonnes to China for DFS met testwork

FLG ($64m) - Flagship suspended for missing periodic report deadline

AUQ ($58m) - Alara’s Al Wash-hi Majaza mine dispatched its 63rd shipment from Sohar Port, with 1059wmt copper concentrate containing 202t copper

EV8 ($53m) - Everlast signed a three-year MoU with the Bangladesh Atomic Energy Commission for evaluation and processing of mineral sands

KCC ($51m) - Kincora received US$1.5m from its Mongolia asset sale, taking receipts to US$6.5m, with US$3.5m due by 31 Dec

MAT ($46m) - Matsa suspended operations at Devon as contractor Blue Cap Mining appointed KPMG receivers; two subsidiaries entered administration and the Deutsche Balaton facility was lifted to $37.5m with $22.8m drawn

KSN ($40m) - Kingston put the Mineral Hill plant into care and maintenance; Chair Mick Wilkes will step down

VTX ($37m) - Vertex reissued its Reward Gold Mine MRE; unchanged at 274kt at 16.7 g/t Au for 147koz (4 g/t cut-off)

AKN ($36m) - AuKing reported 80m at 1.54% TREO from surface at the Tundulu, Malawi | ▲ 33%

AAU ($30m) - Antilles Gold: GEM plans US$18m for 25% of AGI to support lifting US sanctions on JV Minera La Victoria | ▲ 25%

RGL ($28m) - Riversgold resolved the final objections to haul‑road licences for the Northern Zone gold project, WA, clearing the way for grant

GRE ($21m) - GreenTech extended Ayshia at Whundo, with 4.8m at 7.1% Cu, 0.9 g/t Au and 29.6 g/t Ag from 367m, ~65m beyond the resource

WGR ($21m) - Western Gold is seeking third‑party and own processing solutions and updating the scoping study on 4.84Mt at 1.8 g/t gold (277koz)

China's largest bank reports surge in yuan transactions for Australian bulk commodities like iron ore (AFR)

Iron ore prices drop nearly 3% with Singapore futures at $96/t amid weak Chinese steel mill margins (Bloomberg)

Mark Cutifani resigns from Woodside board amid activist campaign against Northern Star (Australian)

Mark Carney pitches C$1T investment plan to boost Canada's mining sector (Mining.com)

WA Mines Minister Daniel Pastorelli urges Albanese gov’t to reconsider capital gains tax changes affecting junior miners (The West)

VYS ($590m) - Vysarn terminated its acquisition of NewGround, cancelling the share sale agreement after the parties declined to extend completion | ▼ 9%

TVN ($492m) - Tivan won an exploration licence in Timor-Leste, pending formal grant, taking the Turiscai copper-gold project to eight licences over 394km²

WEC ($206m) - White Energy completed the acquisitions of Essential Global Resources in the USA and the Tin Hut Creek coal assets in the Surat Basin

CAY ($95m) - Canyon: bidder A2MP declared its $0.05 offer best and final

FAU ($41m) - First Au entered a trading halt pending a potential change-of-control announcement

POD ($38m) - Podium signed MOU with PGM Processing to process Parks Reef PGM concentrate in WA and Oklahoma

JAV ($25m) - Javelin trading halted pending a potential change‑of‑control announcement

HWK ($24m) - Hawk exercised an option to acquire 80% of the Olympus Scandium project, WA, for $1.4m, from Opal Resources

A2MP, controlled by Gagan Gupta, declares 5¢ offer for Canyon 'best and final', targeting Minim Martap bauxite project (West)

Mercuria and Glencore compete for Venezuela's largest aluminium smelter deal (Bloomberg)

China-backed MMG urges EU to approve $500m purchase of Anglo’s Brazilian nickel assets (FT)

MI6 ($2.1B) - Minerals 260 agreed a $200m package with Franco-Nevada, comprising $170m to lift Bullabulling royalty by 1.45% (aggregate 3.9%, reducing to 2.75% after 6Moz) and a $30m future equity raise participation

LGF ($1.3B) - L1 Gold completed its raise of $375m at $2.25

AKM ($104m) - Aspire Mining raised US$9.6m under a US$60m OTC Ovoot Bond in Mongolia to fund the Ovoot Coking Coal project

WCN ($63m) - White Cliff is in halt pending strategic investment announcement

TZN ($55m) - Terramin launched a rights issue to raise $28.7m at $0.018, partially underwritten by Asipac (debt conversion) and Feny | ▼ 7%

AEV ($38m) - Avenira extended its rights issue to raise up to $48.9m

Wiluna lodges $500m IPO plan, WA's largest this year, with Argonaut and Barrenjoey set to earn $8.5m (West)

Tharisa secures $300m bond for Karo Platinum project in Zimbabwe, completing $545m funding (MiningMX)

One bit of market chatter we wouldn’t dismiss is SSR Mining taking a swing at Liberty Gold. SSR has US$1.8B of cash, no long-term debt and, after selling Çöpler and Hod Maden, a very deliberate Americas focus.

Liberty’s Black Pine looks almost suspiciously on-strategy: a US$411m, run-of-mine oxide heap-leach in Idaho, targeting 202kozpa in its first five years.

That is familiar territory for the owner of Marigold and CC&V. Liberty’s fresh feasibility study also removes a handy chunk of technical uncertainty. Centerra’s 9.9% stake complicates matters, but with Beaver Creek approaching, an SSR-Liberty announcement would hardly shock us.

NST ($32B) - Northern Star appointed Mark Cutifani and Peter Rozenauers to the board after engagement with Elliott

PRN ($2.1B) - Perenti director Vincent Nicoletti bought $273k shares

AUC ($781m) - L1 bought $9m of Ausgold shares, lifting its stake to 10.2%

A11 ($236m) - Atlantic Lithium appointed Andrew Watt as alternate director for Kieran Daly

IXR ($105m) - Ionic appointed James Rutherford as non-executive director

AVL ($101m) - Australian Vanadium CFO Tom Plant will leave in December

AA2 ($77m) - Ariana appointed Michael Atkins as Exec Chair

FMN ($51m) - Famien appointed Eric Kondo as Executive Director

LIB ($41m) - Liberty director Jay Stephenson resigned effective 11 Sep

RCM ($37m) - Rapid director Michael Schlumpberger resigned effective today

Robert Friedland on the world’s most monumental shortage (Apple, Spotify) copper

CGT decision pulls the plug on Australia’s exploration future (AMEC)

ASSAY - Reads 3 years of guidance and shows vs reality (Assay)

For now, Tserenpuntsag is simply the 52.5% shareholder of Aspire kindly standing behind Ovoot’s debt. If the guarantee gets called, however, the kindness comes with a reimbursement claim against the project company. Entirely conventional finance, of course.

So was most of Canyon, right up until it wasn’t.