LYC ($11B) - Lynas produced 4,254t REO including 2,082t NdPr; December quarter output lower on one-month Malaysia shutdown; cash $1.2B

CMM ($5.9B) - Capricorn produced 31.2koz gold at AISC $2.0k/oz, cash +$28m QoQ to $535m

IGO ($3.7B) - IGO reported record Greenbushes spodumene output of 435kt at $418/t and closed with $376m cash (-$10m QoQ)

NWH ($2.8B) - NRW agreed a one-year ~$200m extension with Coronado at Curragh from Jan '27

RSG ($2.3B) - Resolute produced 44.4koz gold in Q3, net cash -US$41.3m to US$276m; CY26 guidance maintained at 205–225koz and US$2.25k–2.35k/oz AISC

LTR ($2.2B) - Liontown produced 78kt spod con at 5.1% Li₂O and sold 82.6kt, realising US$2k/dmt with $1.3k/dmt unit cost, closing cash $502m

DVP ($1.3B) - Develop produced 3,697t CuEq at Woodlawn and closed cash $95.5m (-$29.3m QoQ); first Pioneer Dome DSO shipment due this quarter | ▼ 7%

CIA ($1.2B) - Champion Iron produced 3.9m wmt and sold 4.5m dmt of iron ore in Q2, with a C$48m net loss and C$214m cash, and shipped its first DRPF product as ramp-up continued

FRS ($753m) - Forrestania updated the Symes Find MRE to 0.8Mt at 1 g/t Au (25.8koz) after Ramelius mined 42koz

IPX ($654m) - IperionX validated HAMR furnace capacity above 200 tpa and produced 8.7t titanium powder in the quarter, won a US$18.5m task order, and closed with US$63m cash (+US$27.8m QoQ) | ▲ 6%

BTR ($626m) - Brightstar's 1.5Mtpa Laverton plant remained on schedule for JunQ '27 first gold, with $220.1m liquidity (cash $58.7m; undrawn bond $161.4m)

MEI ($626m) - Meteoric pushed the Caldeira LI to early '27 and drew $35m of a $110m Lynas facility to fund FEED, with the scheme still targeting Mar '27 implementation

NMG ($621m) - New Murchison reported 14m at 232 g/t gold from 80m beneath the Crown Prince pit, outside the MRE, supporting its underground study | ▲ 6%

PMT ($604m) - PMET received C$1.2m federal funding to upgrade ~20km of access road to the Shaakichiuwaanaan lithium project in Quebec

AIS ($600m) - Aeris produced 9.3kt CuEq in Q1, closed with $179m cash/receivables, and started Constellation waste stripping targeting first ore Mar '27

TBR ($264m) - Tribune drilled 7,831m at EKJV's Star Trek in Q1 FY27, reported assays from 12 holes, and no change to resources

MEK ($264m) - Meeka produced 7.2koz gold at AISC of $4.1k/oz in the September quarter, closing cash $51m (+$13m QoQ)

RHI ($252m) - Red Hill closed with $59m cash (-$4.1m QoQ) after a 10.8c dividend, and booked $6m royalty from Onslow Iron

MMI ($216m) - Metro shipped 2.1Mwmt bauxite in Q3, closed with $16.8m cash and US$24.8m debt, and reset CY26 guidance to 6–6.5Mwmt

SYR ($144m) - Syrah produced 19kt natural graphite at Balama, commenced Vidalia ramp-up, closed with US$76m cash (US$21m unrestricted), and disclosed unresolved DOE/DFC loan defaults

SS1 ($139m) - Sun Silver returned 98.3m at 120 g/t AgEq from 173m at the Maverick Silver project, Nevada, and metallurgical tests achieved 84.5% silver and 83.6% gold recovery within 24–48h

LOT ($101m) - Lotus produced 102klb U₃O₈ at Kayelekera; first 145klb shipment approved for export in Nov; quarter-end cash $57m | ▼ 11%

MEU ($101m) - Marmota extended gold mineralisation at Greenewood and Mainwood, doubling strike to over 2km

CAY ($95m) - Canyon received a Takeovers Panel declaration of unacceptable circumstances over A2MP's bid, citing inadequate disclosure and use of confidential information; final orders pending

GBM ($93m) - GBM reported 18m at 12 g/t gold from 247m at Twin Hills, with rougher-flotation gold recoveries of 92–99%

LAC ($57m) - Lac Gold reported 50m at 2.0 g/t gold from 161m at the Rouyn gold project

AUZ ($55m) - Australian Mines proposes name change to First Scandium

LRM ($55m) - Lion Rock reported 2.3m at 4.54% TREO from surface at Minta Est and $1.4m exploration spend

GW1 ($53m) - Greenwing selected DLE pilot partners for San Jorge lithium in Argentina; Que River PFS in Tas now due Q1 2027

QML ($46m) - QMines intersected 30.5m at 1.2% Cu and 0.9 g/t Au from 42.5m immediately beneath the Mt Chalmers pit floor

PXX ($44m) - PolarX drilled 58.5m at 2% Cu and 3.9 g/t Ag from 138.7m at Caribou Dome, extending 60m beyond the MRE

SNM ($36m) - Sentinel will update the Columbia gold-silver MRE in Nov after drilling hit 46.8m at 5.3 g/t Au from 88.2m

ODY ($35m) - Odyssey Gold terminated its toll-milling deal after JV dispute with Monument; Supreme Court proceedings underway

ORD ($33m) - Ordell Q4 maiden MRE for Barimaia gold project follows McNabs East hit 19m at 2.7 g/t gold from 40m

COB ($33m) - Cobalt Blue agreed a non-binding offtake with STG Metals for up to 1ktpa cobalt from Kwinana Cobalt Refinery, advancing financing

VRX ($31m) - VRX Silica gained a mining lease at Muchea Silica Sand project, WA, expanding silica sand tonnage after a land swap

ALV ($29m) - Alvo is in a trading halt pending drilling results

Glencore anticipates over $5B trading profits, eyes asset sales in DR Congo and Kazakhstan (FT)

WA government considers increasing Alcoa's 1.65% alumina royalty rate (BN)

World Bank forecasts commodity prices to rise 23% by 2026 (Reuters)

Andrew Forrest targets diesel elimination at Fortescue's Pilbara mines by 2028, criticises Trump and Putin (Australian)

China's aluminium producers seek overseas growth as domestic capacity caps at 45Mt (Reuters)

Gold Fields lobbies investors for $36B merger with Northern Star amid falling gold prices (Australian)

FRS ($753m) - Forrestania agreed to purchase up to 400kt of gold ore from High-Tech's Mt Fisher gold project, WA

AUC ($654m) - Ausgold received FIRB approval for its scheme of arrangement with OceanaGold. Shareholder and court approvals still required

PC2 ($333m) - PC Gold acquired Terracore, issuing 352k shares ($450k) for two ELs in the Pine Creek orogen, NT

TSO ($151m) - Tesoro will issue 11.7m shares to acquire the remaining 5.0% of its El Zorro subsidiary, subject to shareholder approval

HAS ($50m) - Hastings completed the acquisition of 49% of the Kabin Buri plant in Thailand for up to US$15m, targeting Q1 '27 commissioning and 12ktpa MREC under a 10ktpa monazite feed deal with Enuo | ▲ 12%

FMN ($36m) - Famien Resources completed West Yilgarn sale to Voltaic Strategic, with up to $2m deferred linked to a gold MRE

CEL ($262m) - Challenger issued US$3m convertible debentures, taking commitments to US$30.3m at an 11% coupon and $2.72 conversion price

CYM ($211m) - Cyprium is raising $20m at 33c

TSO ($151m) - Tesoro raised $40m at $0.73 to fund El Zorro Gold DFS, and agreed to acquire the remaining 5% minority

PNN ($59m) - Power Minerals in a trading halt pending strategic investment announcement

SKM ($28m) - Skylark is raising $15m at 24c; PDI taking 9.9%

Deep Sea Minerals plans US listing to fund Clarion-Clipperton Zone and Cook Islands exploration (Mining.com)

Marimaca Copper secures up to $400m loan for Marimaca project in Chile (Mining.com)

One morsel to emerge in the aftermath of Lynas' agreed takeover of Meteoric.

We're reasonably confident Lynas had already put a proposal on paper to Viridis before turning its attention to Meteoric.

Evidently it wasn’t compelling enough to get discussions underway.

PLS ($9.2B) - First Sentier bought $11.5m of PLS shares, lifting to 9.5%

MYE ($188m) - Mastermyne co-founder Andrew Watts will retire as NED after AGM

TOR ($129m) - Torque Metals NED Evan Cranston will retire at AGM

MLG ($116m) - MLG named Uno Makotsvana CFO from Jan '27; Phil Mirams steps down with Richard Worrall interim

Northern Star Chair Michael Chaney’s warning on Australia’s future (AFR)

Rio Tinto proposes 56% pay increase for CEO Simon Trott amid talent competition (Reuters)

Someone tell Liontown that Sydney has moved its clocks