FMG ($54B) - Fortescue shipped 201Mt of iron ore in FY26, delivered US$3.5B underlying NPAT and US$3.2B FCF with a 46c dividend ($1.08 total), and guided to 197–207Mt shipments in FY27 with C1 US$20.5–21.8/wmt

NST ($32B) - Northern Star reported $1.8B underlying NPAT and $4.3B underlying EBITDA, declared a 30c dividend (55c total), and guided FY27 to 1,500–1,650koz gold at AISC $3.1k–$3.5k/oz | ▲ 7%

YAL ($7.7B) - Yancoal delivered 19.8Mt saleable coal in H1 with $767m EBITDA, but profit fell to $17m after $272m non‑operating items; cash $2.1B, capex guidance cut to $600–$750m and a 7c interim dividend declared

WGX ($5.5B) - Westgold lifted reserves 41% to 57Mt at 2.2 g/t Au for 4.1Moz (grade +15%), with total mineral resources 194Mt at 2.3 g/t Au for 14.4Moz | ▲ 8%

NWH ($3.3B) - NRW guided FY27 underlying EBITA to ~$325m after reporting FY26 EBITA $289m, profit $183m, and declaring a 14.5c final dividend

RSG ($2.5B) - Resolute produced 105koz gold in H1, booked US$163m NPAT (EBITDA US$324m), ended with US$317m net cash, and guided to the lower end of 250–275koz at group AISC US$2k–2.2k/oz | ▲ 9%

MI6 ($1.8B) - Minerals 260 reported 7.8m at 9 g/t gold from 15.7m at Bullabulling | ▲ 8%

LIN ($1.5B) - Lindian says the Kangankunde remains on track for first rare earths production in Q4 CY26 as mining ramps and construction advances; CFO Derek Bideshi resigned

VMM ($548m) - Viridis's Colossus Rare Earth DFS returned post-tax NPV₈ of US$1.2B and 36% IRR with US$449m capex, 2.7-year payback and C1 costs of US$9.84/kg REO over a 25-year, 5Mtpa plan

EHL ($508m) - Emeco reported $148m operating EBIT, $89m operating NPAT and $115m adjusted operating free cash flow with leverage at 0.43x, announced an on-market buy-back up to 10%, and guided FY27 earnings in line with FY26

SLS ($362m) - Solstice hit 43m at 0.59% Cu, 0.21 g/t gold from 175m at Nanadie copper-gold project, extending beyond MRE boundary

BCN ($359m) - Beacon declared 11Mt at 1.2 g/t Au (430koz) reserves at Iguana, a 325% increase, with AISC $3.3k/oz and $841m pre-tax FCF (undiscounted) over 9 years at $5.5k/oz | ▲ 10%

MRT ($253m) - Maritana lifted gold reserves to 204koz (+148% YoY) with first OP reserves at Crake and Kalpini | ▲ 8%

TM1 ($247m) - Terra extended the Southwest PGE3–Cu–Ni corridor by 150m to >1.1km strike, with 275m at 0.91 g/t PGE3 from 170m

GL1 ($194m) - Global Lithium secured the NVCP and groundwater licence for the Manna Lithium project, completing State approvals and enabling early works

WWI ($189m) - West Wits has completed the Project 200 Scoping Study, now under ASX review

TSO ($173m) - Tesoro completed Ternera infill with 10m at 6.14 g/t gold from 14m; assays will support an updated MRE ahead of a maiden reserve

TTM ($170m) - Titan intersected 33.5m at 6.6 g/t gold, 55.5 g/t silver from 236.7m at Cerro Verde, outside current resources at Dynasty | ▲ 13%

MPK ($139m) - Many Peaks reported 44m at 1.5 g/t gold from 22m at Ouarigue, Côte d’Ivoire, underpinning an MRE update targeted Q4 CY26

MLG ($123m) - MLG Oz posted $14.5m NPAT in FY26, pro forma EBITDA $75.5m, and declared a 1.3c fully franked final dividend

ENR ($123m) - Encounter started a strategic review of its copper portfolio in WA and the NT to pursue alternative structures and partnerships

CAY ($108m) - Canyon entered voluntary suspension pending an announcement on the Minim Martap bauxite project's schedule and funding

AT4 ($97m) - American Tungsten & Antimony was selected by the US DOE for award negotiations up to US$18m

AQD ($79m) - AusQuest RC drilling at Lantana, Peru, identified porphyry-related lithocap alteration with pathfinder anomalism (to 0.4% Cu)

ODY ($45m) - Odyssey is updating MREs after resource drilling at Tuckanarra returned 9m at 3.6 g/t gold from 24m

CP8 ($41m) - Canadian Phosphate intersected phosphate in eight holes at Wapiti, extending mineralisation >3km along strike

AHK ($29m) - Ark Mines completed 218 holes at the Sandy Mitchell rare earths/heavy minerals project, averaging 1,414 ppm monazite+xenotime and 3.5% THM; updated MRE due Sep CY26

WGR ($25m) - Western Gold set the Gold Duke MRE at 4.84Mt at 1.8 g/t gold for 277koz, up 29% YoY | ▲ 13%

GGR ($24m) - Golden Globe reported 60m at 0.16% Cu from surface at Burns Spur , with rock chips to 4.22% Cu

VKA ($23m) - Viking Mines' XRT sorting at Linka Tungsten yielded 1.91% WO₃ with recoveries up to 93%, while rejecting ~0.2% WO₃

IMA ($21m) - Image extended its Billion Sunny prepayment facility to 30 June 2027 with capitalised interest, began a strategic review of its assets

WAU ($20m) - WA Gold reported 4m at 0.3 g/t gold from 40m at Bullabulling

Rio’s Simon Trott meets Australian ministers as China pressures iron ore market (Australian)

Hancock Prospecting’s $850m Perth Basin Belisama gas project approved (BN)

MMG Ltd. halts operations at Peru's giant copper mine after fatal incident (Bloomberg)

Lundin Mining cuts Caserones 2026 copper guidance to 120-130kt after Chile storms (Mining.com)

Whitehaven's CEO Paul Flynn confirms active role in rare earths investments (AFR)

Central African Republic artisanal gold mine collapse kills over 100 (Mining.com)

ELV ($1.7B) - Elevra agreed an indicative, non-binding term sheet to add four WA exploration projects to its JV with Morella

TVN ($570m) - Tivan took an option to acquire 100% of a licence in Timor-Leste, for $500k on exercise, after a $125k fee

GBE ($92m) - Globe is negotiating to sell 100% of the subsidiary holding the Kanyika Niobium project to Sinomine for US$80m cash, non-binding and expected to require shareholder approval | ▼ 7%

LLM ($67m) - Loyal Metals set a 24 Aug court hearing for Bumi Resources' $0.45/share scheme, with completion of the Highway Reward acquisition and vendor consents due 21 Aug or the hearing may be postponed

CZR ($48m) - CZR lodged a Bidder’s Statement to acquire Zuleika offering 0.1742 scrip per share

LAT ($24m) - Lat 66 has agreed a deal with Vox Royalty’s for the sale of 2 Australian royalty interests for $3.4m | ▲ 38%

Glencore, Anglo, and Rio say regulatory scrutiny won't hinder mining M&A despite geopolitical tensions (Mining.com)

Gold Fields increases stake in Founders for $55m to acquire Nana Resources (Mining.com)

LRT ($99m) - Lowell raised $12m at $2.01 and will run an SPP for up to $4m

If Northern Star is to simplify the portfolio and give Elliott something to smile about, Kanowna Belle looks a clear candidate.

The strategic value is the roaster. KB can treat refractory, arsenic-rich ore, and infrastructure like that is exceptionally hard (impossible) to replicate today.

That makes Genesis a very logical buyer. Its 1.7Moz Aphrodite deposit is high arsenic and Kanowna Belle has long been thought of as the eventual processing route for the undeveloped project. There’s a road over the top to shift but the size of the prize is worth it.

But whether the long term home is within the Genesis portfolio, we aren’t certain. The Bardoc asset SpinCo could still be on the cards, it’s a much more attractive vehicle with KB processing route tied up though.

MIN ($13B) - L1 sold $63m of MinRes shares, falling below 5%

WHC ($6.4B) - AusSuper lifted its Whitehaven stake to 13.7% after a $56m purchase

SRL ($2.9B) - Sunrise confirmed Sam Riggall sold $4.5m of shares

CYL ($1.7B) - Catalyst director James Champion de Crespigny sold $6.4m of shares after 534k shares vested

LOT ($105m) - First Sentier fell below 5% in Lotus

BH6 ($88m) - Curious Partners bought $1.5m of Broken Hill Gold shares

SNM ($63m) - Perennial bought $778k of Sentinel shares, lifting its stake to 10.3%

AAM ($57m) - Schroder’s bought $2m of AuMega shares, lifting to 5.2%

QML ($51m) - Tina Danali took an 8.6% stake in QMines for $3.5m; Hendo Family Superannuation exited

Trader Who Made $1B on Coal Now Bets on US Minerals Push (Bloomberg) Deepdive on Latimore… Illawarra IPO inbound?

Copper squeeze is rewiring the market: Sprott (MN)

Northern Star appoints Suresh Vadnagra as CEO with $18m package amid investor pressure (AFR)

Amongst other news, Lindian this morning announced it’s CFO for all of ~6 weeks has called it a day.

Rare earths may be hard to separate. CFOs, apparently less so.