YAL ($7.8B) - Yancoal renewed coal sales frameworks with Yankuang and YIT to ’29 with annual caps of US$300m and US$900m and proposes 6Mtpa term sales

PRU ($7.7B) - Perseus will return up to $70m via capital reduction, subject to shareholder approval, funded by the Meyas Sand sale, as part of a $100m distribution including a special dividend

RMS ($6.7B) - Ramelius produced 48.8koz gold at AISC $2.7k/oz, closing $768m cash & gold (+$118m QoQ), and maintained FY27 guidance

GGP ($6.3B) - Greatland produced 70.1koz Au and 2.9kt Cu at AISC $2,925/oz in the Sep quarter, generated $289m operating cash flow and closed with $1.3B cash (no debt), kept FY27 guidance and started Havieron construction | ▲ 6%

CMM ($6.1B) - Capricorn hit 6m at 57.4 g/t Au from 616m at Lexington, Mt Gibson; maiden underground MRE due this quarter

WGX ($4.9B) - Westgold produced 387koz gold at AISC of $2.8k/oz in FY26, delivering $2,441m revenue and $443m NPAT, closing with $939m cash, bullion and liquid investments, and declared a 10c full-year dividend

MAH ($2.2B) - Macmahon received a first strike with 31.7% against the remuneration report at its AGM, while reconfirming FY27 guidance of ~$215m underlying EBIT(A)

SLX ($945m) - Silex said the US NRC issued the final EIS for a licence for GLE's Paducah Laser Enrichment Facility, with the SER due by end CY26 and licence approval expected in Q1 CY27

TCG ($735m) - Turaco set an MRE update this quarter after Afema drilling at Begnopan and Asupiri-Adiopan returned 48m at 1.5 g/t gold from 112m

BRE ($543m) - Brazilian Rare Earths updated Monte Alto MRE to 4.4Mt at 9.9% TREO, with indicated up 41% to 3.5Mt at 10.7%

TVN ($352m) - Tivan secured Timor-Leste approval for civil works at Scorpion Prospect, Baucau project

ELT ($175m) - Elementos gained approval for an 8.1km access road at Oropesa Tin; quarter-end cash $38.5m

SYR ($153m) - Syrah to receive US$15m from DFC under a temporary default waiver, with warrants issued and further disbursements not assured

MTM ($147m) - Metallium signed a non-binding MOU with Traxys on US critical-metals processing and offtake financing; exclusivity binds Metallium to Dec '26

MEU ($97m) - Marmota doubled the gold strike at Greenewood, SA, with 8m at 11.5 g/t gold from 184m

LOT ($93m) - Lotus secured remaining permits for first export, with ~145klb U₃O₈ from Kayelekera to ship ex Walvis Bay, Namibia, in Nov | ▲ 15%

EGR ($92m) - EcoGraf secured 40ktpa Epanko offtake into Europe and flagged a potential lift to 87.6ktpa with first‑10‑year C1 of US$512/t

GPR ($87m) - Geopacific secured $8m from Deutsche Balaton via bonds at 15%, maturing 30 June 2027, to advance the Woodlark Gold project

RML ($83m) - Resolution confirmed a >500m-long gold zone at Golden Gate North, with 324m at 0.49 g/t Au from surface

WCN ($76m) - White Cliff intersected 11.5m at 2.00% Cu from 75.5m at Bornite Hills, >60m below a 46.99% Cu trench

ASN ($58m) - Anson applied to establish a PID for the Green River Lithium project, enabling bond‑funded infrastructure tied to a US$194m tax‑incentive cap

LRM ($55m) - Lion Rock's Minta Est drilling returned up to 5.7% monazite in HMC and 3.7m at 13.4% THM from 4m

RDM ($50m) - Red Metal achieved 65–68% Nd/Pr extraction with 19 kg/t acid from Sybella's Kary Zone granite, supporting heap leach of 598Mt

AGY ($43m) - Argosy completed FEL‑3 engineering on the evaporation/crystallisation circuit for the 12ktpa Rincon Lithium DFS

ARI ($39m) - Arika hit 19m at 8 g/t gold from 111m, defining a new lode above Champion at Kookynie gold project

CAV ($27m) - Carnavale released a BFS for the Kookynie gold project, WA, outlining open‑pit reserves 36koz Au, NPV₈ $87m, AISC $2.7k/oz and $24m capex, with mining targeted H2 CY27

TG6 ($25m) - TG Metals hit 12.4m at 1.5% Li₂O from 197m at Burmeister, WA

Copper faces third weekly loss as tech stock selloff hits risk appetite (Bloomberg)

JSW Steel warns of coking coal price spike as profit triples (Reuters)

Soaring diesel prices squeeze copper and iron ore producers, while strong gold prices support profit margins (Mining.com)

Teck reports strike begins at Highland Valley Copper mine in British Columbia (Reuters)

Latimore lines up Indonesian billionaire Widjaja family for Whyalla steel bid (AFR)

China's MMG offers remedies to secure EU approval for $500m Anglo American deal in Brazil (Bloomberg)

Orion CMC finalises deal to acquire 40% of Glencore's operations in Congo (Bloomberg)

ELV ($728m) - Elevra sold its Ewoyaa Lithium interest to Huayou Cobalt for US$71m with offtake rights

A11 ($212m) - Atlantic Lithium completed a novation with Huayou, assuming Elevra's rights at the Ewoyaa Lithium project in Ghana and sole funding up to US$66m to lift its stake by 27.5% to 50% | ▲ 10%

CZR ($44m) - CZR shareholders rejected related‑party approvals to acquire Zuleika shares from Yandal and Annie Guo (79.8% and 82% against), while approving a share buy‑back (74% in favour)

AT4 ($76m) - American Tungsten & Antimony halted pending Nexus Metals acquisition

ZNC ($50m) - Zenith said the takeover bid by Forrestania is now unconditional with FRS holding 59.2%, while Ida Metal's 10.9% stake could block compulsory acquisition

KCC ($49m) - Kincora struck a 9‑month option with Lightning Minerals to buy 100% of six copper and gold licences in the Lachlan Fold Belt for $100k upfront

AKA ($35m) - Aureka shareholders approved issuing consideration shares to acquire High Grade Holdings; placement T1 ratified and T2 approved

ORP ($34m) - Orpheus completed the acquisition of the Oobagooma Uranium project in WA's Canning Basin from Elevate Uranium for 20m shares (~$1.7m)

DYM ($29m) - Dynamic Metals agreed to divest Widgiemooltha gold assets to Corazon for up to $3.5m plus a 1.5% NSR

PLS ($9.2B) - PLS closed a US$700m 8% senior notes offering due 2032

CTM ($221m) - Centaurus is in a trading halt pending Jaguar offtake funding

Wiluna’s shares plunge 12.5% post-$180m IPO, CEO Victor Rajasooriar unfazed by market reaction (West)

We reckon Lithium Plus could make an interesting bolt-on acquisition for Core Lithium.

Its Lei deposit sits in the same pegmatite field as Core’s Finniss operation, with a 5.2Mt resource grading 1.50% Li₂O.

The attraction isn’t necessarily more tonnes; it’s better tonnes. Metallurgical testwork has recoveries up to 76.9% through DMS alone, potentially allowing higher-grade Lei ore to displace lower-margin feed through Core’s existing plant.

With LPM trading at a fraction of its recent scoping study NPV, the opportunity looks intriguing. More recovered lithium through the same plant could mean lower unit costs and a more resilient operation through the lithium cycle.

MIN ($8.8B) - L1 built a 5.5% stake in MinRes after buying $160m of shares

EMR ($4.1B) - L1 bought $53m of Emerald shares, lifting to 6.3%

MAD ($1.3B) - Mader non-executive director Craig Burton will retire at the AGM

FEX ($154m) - John Welborn bought $139k of Fenix shares

LM1 ($28m) - Forrestania bought $390k of Leeuwin shares

Tomasz Nadrowski (Macro Hive podcast) Energy Chokepoints, Asymmetric Warfare, and Critical Minerals

Rob Mullin (Market Huddle YouTube) Long volatility, North Sea energy, quality projects

Tavi Costa (Sprott Radio) Gold, Silver and Copper Miners

‘Just get rid of her’: Ellison fails to knock out dismissal lawsuit (AFR)

Nothing says confidence in the turnaround quite like paying the CEO three times not to leave... Can we get one of these?