The Pre-Start

LIN ($1.4B) - Lindian in a trading halt pending response to media speculation (assume this)
TBR ($247m) - Tribune reported the East Kundana JV reserves at 5.1Mt at 3.3 g/t gold for 0.5Moz (+9%), with total resources 14.6Mt at 3.4 g/t gold for 1.6Moz (-3%)
BGD ($193m) - Barton completed 38.8km Phase 2 resource drilling at the Tunkillia Gold project to underpin MRE upgrades and PFS work
AT4 ($95m) - American Tungsten & Antimony plans a Sept Q restart of Del Sol's antimony circuit, pending completion of Del Sol/White Spar acquisition
BKB ($78m) - Black Bear re-assayed core at Shafter Silver, showing +147% more Ag than historic assays; review expanded to legacy programs
TKM ($69m) - Trek reported first RC assays at Kuro, Christmas Creek project, WA, including 10m at 42.3% Mn from 13m
HMX ($68m) - Hammer reported 165m at 2.24% CuEq from 175m at Kalman, finalising RC drilling assays
CNQ ($44m) - Clean TeQ Water secured first recurring revenue via a 5‑year polymer supply/licence; operating cash flow +$1.8m in Q4, cash $8.7m
FRB ($30m) - Firebird Metals moved into the Australian Demonstration Plant at Osborne Park, commissioning Q4 CY2026 and first product Q1 CY2027

High Grade It

Glencore profits soar 86% to $10.1B amid copper boom and Iran war-driven energy prices (Bloomberg), writing down Murrin Murrin to zero (BN)
No uranium rethink for new WA mines minister (BN)
Gold prices surge as market momentum wanes amid global uncertainties (Reuters)
Rio iron ore chief Matt Holcz projects 800Mt new capacity demand, eyes Rhodes Ridge (Australian)
Zambian miners push for incentives to triple copper output amid 40% price surge (MiningMX)
Greatland wins Dealer of the Year for $715m Telfer acquisition from Newmont (West)
US bans export of tungsten and battery waste to secure supplies (Bloomberg)
Greatland Resources wins best deal at Diggers and Dealers awards (BN) WAF digger of the year, Amanda Lacaze GJ Stokes award

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Regis expresses interest in acquiring AngloGold’s stake in Tropicana (West)
US government investment arm eyes Wyloo's WA rare earths stake (AFR)
Orion seeks stake in Tanzania's $940m Kabanga nickel project to boost US critical minerals strategy (Mining.com)
US gov’t-backed consortium chosen to invest in Tanzania's large nickel project (Bloomberg)
GA8 ($39m) - GoldArc will acquire the Niagara West and Niagara North tenements in WA from Regener8 for $1.5m in scrip, plus up to $1m contingent

Glencore plans ASX listing by October to tap Australian super funds and broaden investor base (AFR)
SGD.TO (C$2.7B) - Snowline Gold announces C$150m bought deal financing
LFT ($283m) - Li-FT Power completed the bookbuild for a C$20m bought-deal offering at C$2.90
AGE ($235m) - Alligator raised $15m at $0.045 (15.1% discount) and launched a $3m SPP to fund Samphire Uranium FS

We always get excited when a miner finds itself in a trading halt relating to media speculation. It’s almost always a deal. But this time we couldn’t find the deal rumour!

Lindian’s halt seems to relate to a fresh parliamentary probe into whether Kangankunde should hold a large-scale mining licence. Malawi’s regulator has previously said the project does not meet the statutory thresholds, including US$250 million of investment, 1,000 employees or production above 5Mtpa.
But a large scale mining license would give the government a 10% free-carried interest. So the mine may be too small to qualify, but apparently large enough to attract another hand into the register.
This is Africa.

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PAF ($4.3B) - Peregrine Capital sold down its stake in Pan African to 2.95%
KGL ($233m) - Wheaton invested $33.5m in KGL via the placement, taking a 7.4% stake
MPK ($135m) - Many Peaks appointed Jamie Byrde as CFO
ZNC ($48m) - Forrestania lifted stake in Zenith to 54%, but Takeovers Panel orders bar processing further acceptances
CPN ($37m) - Farjoy / Tim Robertson bought $389k of Caspin shares, lifting their stake to 9.2%
WCE ($34m) - West Coast Silver named Vince Fayad Chair and Sergei Smolonogov Executive Director & CTO; Eugene Sharrock resigned and Bruce Garlick will step down

Copper, steel, aluminium key to data centre boom, says Rio boss (ABC Vid)
Jeff Bezos on Mining — Kind of… (Strictly Boardroom)

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