DPM ($12B) - DPM Metals produced 97koz AuEq in Q3 and expects to achieve the high end of 2026 guidance | ▲ 5%

SRG ($2.5B) - SRG Global lifted FY27 guidance to EBITDA ~$200m and EBIT(A) ~$155m

ALK ($2.5B) - Alkane produced 40.7koz AuEq in Q1 FY27, closed with $459m cash, bullion & investments (+$5m QoQ), and reiterated guidance | $24m divvie payment made

ARU ($1.0B) - Arafura broke ground at the Nolans project in NT

NVA ($312m) - Nova received all key antimony plant equipment at Port MacKenzie, Alaska, with construction to begin pending permits | ▲ 5%

AAR ($307m) - Astral lifted the Spargoville project's MRE to 8.5Mt at 1 g/t gold for 281koz, up 102% | Re-estimated using a 0.4g/t cut-off & A$4,500/oz gold

MEK ($299m) - Meeka produced 7.2koz gold in Q and closed with $51m cash (+$13m QoQ) as Turnberry underground development commenced | Cash includes placement tranche 1; $9m tranche 2 in Nov

AUE ($258m) - Aurum reported 18.5m at 2.5 g/t gold from 49.5m at BMT3 among 60 new DD holes, with a Boundiali MRE update due early this quarter

MYE ($247m) - Mastermyne secured a 2-year, $80m mining services contract at the Tahmoor mine in NSW, with two 2-year options taking it to $240m | ▲ 10%

CYM ($246m) - Cyprium is ramping heap-leach at Nifty, with 1.7Mt inventory and SXEW copper cathode in Q4 CY26

KAU ($115m) - Kaiser Reef produced 6.3koz gold, ended the quarter with $40m cash and bullion, and will repay the Auramet gold loan

CHW ($78m) - Chilwa confirmed a 17km² footprint at Mpyupyu West heavy mineral sands, with drilling 80% complete (218/272 holes; avg thickness 8.6m) and sink‑float assays due late-Oct

LM8 ($76m) - Lunnon reported 16m at 9.1 g/t gold from 44m at Lady Herial, underpinning a potential cut-back

CTO ($55m) - Citigold shareholder DEP Nominees called a shareholder meeting for 6 Nov to remove chair Mark Lynch and two directors

AKN ($40m) - AuKing reported 59m at 1.51% TREO from 13m at Nathace Hill, Tundulu project, Malawi | ▲ 6%

YRL ($38m) - Yandal recommenced a 3,300m diamond program at Arrakis, and Anders RC returned 6m at 2.5 g/t gold from 52m

HTM ($28m) - High-Tech will change its name to Beyond Discovery (BYD)

PMM ($25m) - Pioneer secured an option to acquire the San Francisco Gold-Copper-Silver project in San Juan province, Argentina | ▲ 88%

Fortescue's sales slump due to tensions with China's CMRG (AFR)

Fortescue sues contractors over US$100m pipeline defects at Iron Bridge (BN)

Zambia says it’s negotiating a critical minerals deal with US (Reuters) asked for more details, the minister said it was "still being negotiated" ‌but ⁠declined to elaborate

Indonesia Prabowo pledges investment protection at launch of Weda Bay nickel & aluminium plants (Mining.com)

Miners brace for environmental legal wave after High Court ruling (AFR)

MMG accuses EU antitrust regulators of ignoring evidence in Anglo deal (Reuters)

HMX ($73m) - Hammer dispatched an amended scheme booklet for its scheme with Austral, the Independent Expert found it fair and reasonable, and lodged in‑specie demerger terms for Carnegie Resources

Xingye battles for control of Far East Gold over Indonesian gold project (West) A juicy tale

BMN ($877m) - Bannerman completed a SPP, raising $440k | Bit below the $10m sought, $4 not all that tempting with the stock at $3.30

VRC ($29m) - Volt entered a trading halt pending a capital raise

M4M ($27m) - Macro Metals entered a trading halt pending a placement announcement

Torque raises $25m to expand Ritz gold project in the Goldfields (BN)

We think DPM Metals is now squarely in predators’ sights. The stock lost ~20% of its value after Bosnia’s Constitutional Court ordered a review of state-land concessions linked to its Vareš mine.

What’s left is one of the industry’s most attractive gold and copper growth pipelines: the Wedge Zone under Chelopech, Čoka Rakita, and two copper-gold porphyries. All of it is self-funded, and the stock trades on a beaten-up multiple.

Perfect for a suitor wanting cheap growth.

SX2 ($3.0B) - Southern Cross founder David Henstridge will not seek re‑election; Paul Townsend nominated to join

C79 ($826m) - Yarra bought $7.2m of Chrysos shares, taking its stake to 5%

FRS ($742m) - Forrestania director David Geraghty bought $199k of shares

BCN ($340m) - Beacon director Graham McGarry bought shares for $110k

ATR ($236m) - Astron NED Gerard King retires 31 December 2026

ORN ($197m) - Standard Bank took a 9.2% stake in Orion, as Tembo exited

KAO ($124m) - Magellan took a 5.6% stake in Kaoko

HTM ($28m) - High-Tech Metals appointed David McNeilly as director

Thermal Coal Torque: Updated (Respeculator)

The 3 3 3 Plan (Myrmikan)

And there I was, marvelling at the rare sight of a small-cap presentation without a single AI-generated image.

Then came the final slide.

God damn it.