GMD ($6.3B) - Genesis lodged a binding-on-Genesis proposal to acquire Vault (VAU $4.4B) via a scheme for 0.7629 shares plus $0.475 cash per share (implying $5.3/sh, $5.6B), which Vault deems superior; Regis (RRL $4.6B) may match by 10 July | GMD ▼ 6% / VAU ▲ 11% / RRL ▲ 1%

GGP ($7.6B) - Greatland produced 79.1koz Au and 3.6kt Cu in the June quarter, cash +$81m to $1.3B; FY26 Au 329koz above guidance

CMM ($5.8B) - Capricorn produced 30.4koz gold in Q4, taking FY26 to 124koz at the top end of guidance; cash and bullion closed $507m the Karlawinda Expansion project moved into commissioning

RRL ($4.6B) - Regis produced 379koz gold in FY26 at the top of guidance and closed with $1.2B cash and bullion

SRL ($2.6B) - Sunrise Energy Metals was accepted into the NSW Critical Minerals Royalty Deferral Scheme, enabling up to 5 years of royalty deferral for the Syerston Scandium project

SX2 ($2.4B) - Southern Cross Gold Consolidated reported 7.9m at 19.9 g/t AuEq from 363m at the Sunday Creek Gold-Antimony project | ▲ 6%

MI6 ($1.7B) - Minerals 260 entered a trading halt pending Bullabulling gold PFS and MRE

DTR ($511m) - Dateline sought leave to intervene in NPCA's action challenging DOI/NPS recognition of valid mining rights at Colosseum, California

AUC ($468m) - Ausgold executed early works with Lycopodium and CrossBoundary Energy for Katanning Gold, targeting FID end‑2026 and first gold mid‑2028 | ▲ 6%

AZY ($391m) - Antipa's PFS confirms gold-copper processing at Minyari Dome with 89–98% gold recoveries and 22% Cu concentrate; steeper pit slopes evaluated

CBE ($338m) - Cobre's Sierra Atacama copper mine delivered US$644k and US$601k operating cash flow in April–May

NTU ($248m) - Northern Minerals said the Treasurer’s disposal-order deadline for six foreign holders of 17.6% has passed

MM1 ($221m) - Midas Minerals reported 52m at 1.19% Cu from 148m, extending mineralisation 300m west at the Otavi copper project, Namibia

BGD ($214m) - Barton Gold reported RC infill assays at the Tunkillia gold project, SA: 13m at 5.01 g/t Au from 55m

ZEO ($150m) - Zeotech extended its MSI kaolin DSO offtake to 30 Apr 2027

TLG ($107m) - Talga signed a non-binding LOI with Mitsubishi Chemical for anode supply, targeting a 3-year agreement by Dec '26

YRL ($80m) - Yandal Resources reported 18m at 1.8 g/t gold from 290m at Arrakis, with an exploration target due late July

PTN ($68m) - Patronus Resources hit 2.6m at 6.4 g/t Au from 454m at Tally Ho, Pine Creek, NT, outside the MRE

VMC ($59m) - Venus Metals declared a special in-specie dividend of 25m Rox Resources shares (0.1212 per share), valued at $10.3m

ODY ($45m) - Odyssey Gold will release updated Cable MRE and scoping study after 5m at 15.6 g/t gold from 136m

QML ($41m) - QMines hosted Qld ministers and QIC at the Mt Chalmers copper/gold project, with DFS and approvals progressing toward FID | ▲ 8%

AUQ ($37m) - Alara dispatched its 52nd and 53rd copper concentrate shipments from Al Wash-hi Majaza, Oman, totalling 2,123wmt with 411t contained Cu | ▼ 7%

ILT ($31m) - Iltani Resources reported 17m at 37 g/t Ag and 88 g/t In from 97m at Orient West within the Orient Silver-Indium project, Qld | ▲ 9%

Australia tops inflation rankings among all major developed economies (AFR)

A damning Goldman’s analysis of Fortescue’s growth options frames the stakes as it battles with Beijing (Australian)

China's state iron ore buyer expands curbs on Fortescue's Super Special Fines (Bloomberg)

OPEC+ approves further oil output increase as Hormuz exports start to recover (Reuters)

US envoy prioritises Cook Islands seabed minerals, plans to introduce US companies for extraction (Reuters)

NSW government defers royalties for Iluka Resources' Balranald and Sunrise Energy Metals' Syerston projects for five years (Australian)

SQM and Codelco plan 70% boost in lithium output at Novandino venture in Chile (Bloomberg)

Zimbabwe lab reports 75% gold price surge fuels exploration boom (Bloomberg)

Japanese aluminum buyers agree to $395/ton premium amid supply disruptions from Middle East (Bloomberg)

Moody’s reviews South32 for downgrade after $5.6B Alcoa aluminum asset sale (Mining.com)

JPMorgan sees $4,500 gold price in fourth quarter, says risks to downside (Reuters)

Genesis Minerals’ rival bid for Vault Minerals' $10.7B merger with Regis Resources (AFR)

BHP considers $10B sale of steelmaking coal assets, sparking banker interest in Australia (Australian)

CATL partners with New Zealand's CarbonScape to develop bio-based graphite for lithium batteries (Bloomberg)

BHP transfers San Manuel property in Arizona to Faraday Copper for 30% stake (Mining.com)

Bankers vie for role in potential $10B BHP coal asset disposal (Australian)

The Canadian gov’t confirmed C$500m in financial support for the Red Chris Block Cave expansion (Mining.com)

NVX ($154m) - Novonix received ASX waivers to run its SPP at $0.16 (31.2% discount) without shareholder approval, with directors eligible to participate

BCM ($102m) - Brazilian Critical Minerals entered a trading halt pending capital raise

SNM ($65m) - Sentinel Metals raised $15m at $0.58 (6.5% discount), satisfying a condition for the Big Springs acquisition; Capricorn Metals subscribed $3m | ▼ 8%

KSN ($35m) - Kingston Resources opened a fully underwritten 1-for-4 entitlement offer to raise $8.5m at $0.035 to fund drilling and studies

Adani Group secures $15B in investment commitments across ports, mining, and flagship businesses (Bloomberg)

The Battle for Leonora has the final chapter it deserves. Let us do some thinking. We’ll have to put out a show for the special occasion. stay tuned.

MIN ($13B) - Mineral Resources awarded Mike Grey a one-off $3m package: $1m cash and 29k share rights vesting 2027/2028 with no hurdles

PDN ($4.5B) - Sprott Asset Management USA fell below 5% in Paladin Energy

WA1 ($911m) - Helikon Investments bought $11.4m of WA1 shares, lifting its stake to 8.0%

PHO ($81m) - Phosco director Mehdi Ben Abdallah received 2m shares and exercised 3m performance rights, now holding 5m shares

VMC ($59m) - Helmsmen below 5% after $6m off-market sell-down in Venus Metals

ZNC ($58m) - Zenith Minerals director Stan Macdonald accepted Forrestania Resources' $0.132 offer for 2.7m shares, conditional on the bid becoming unconditional

SKM ($37m) - Skylark Minerals director Nikolai Zelenski bought 660k shares for $184k, taking his holding to 9.3m | ▲ 14%

More of China's Tantrums; China arrests Foreign Visitors for RE Violations, Lindian + the lot (TREO)

Top 20 Charts (In Gold We Trust)

$7k Gold & $500k Tungsten with Jeremy Gray (YWR)

Morocco leverages phosphate wealth to boost national football ambitions, highlighting OCP's role in economic development (Reuters)

Congo cobalt exporters risk losing quotas due to administrative glitch, potentially affecting 20kt of exports (Reuters)

Devastated to see the boys in Green & Gold get edged by Egypt over the weekend

On the bright side, we caught perhaps the best Hooteroo cap sighting to date