CSC ($15B) - Capstone filed the EIA for Mantos Blancos Phase II, expanding to 27ktpd (from 20ktpd), with PFS Q3 '26

MIN ($14B) - MinRes shared a new presentation

RMS ($6.1B) - Ramelius bought back 1.6m shares for $5m on 19 June

PRN ($2.1B) - Perenti's Barminco won a $275m, 45‑month contract from Barrick at the Fourmile project, Nevada; $39m growth capex in FY27

LIN ($1.5B) - Lindian says the Kangankunde project remains on track for Q4 2026 first production, with blast prep and TSF ~50% complete| ▲ 6%

WA1 ($966m) - WA1's Luni Niobium flotation produced 44% Nb₂O₅ at 54% recovery (Composite A: 46% at 67%); PFS due Q4 CY26

CXO ($939m) - Core Lithium started the BP33 decline and made its first shipment: 20kt lithium fines and 5kt spodumene concentrate

DTR ($651m) - Dateline staked 66 claims at Music Valley, confirming Pinto Gneiss outcrops at northwest and southern targets

VMM ($516m) - Viridis hosted EU Commissioner at Colossus, Brazil, to discuss EU support for rare earth supply chains

USL ($412m) - Unico Silver hit 52.3m at 378 g/t AgEq from 184.8m at La Morocha SE, outside the March 2026 Joaquin MRE

BM1 ($341m) - Ballard hit 8m at 7.7 g/t gold from 666m outside +1Moz gold MRE at Baldock, extending mineralisation 200m along strike

AGE ($233m) - Alligator lifted the Samphire MRE 67% to 30Mlb U₃O₈ after a maiden 12Mlb inferred at Plumbush near Blackbush

WWI ($230m) - West Wits executed definitive loan agreements with Absa Bank and Nedbank CIB for a R1.1B package, completing funding for the Qala Shallows Gold project targeting ~70koz/yr Au from Q4 2028

ATR ($230m) - Astron targets $220m debt with EFA for the Donald Rare Earths and Mineral Sands project; FID in Q3 2026

DEV ($227m) - DevEx was added to the Sprott Junior Uranium Miners ETF

BGD ($220m) - Barton Gold started a PFS for the Tunkillia Gold project in SA, targeting completion in Q1 CY27

FEX ($191m) - Fenix partnered with Mira Bulk and secured US$44m ResInvest facilities replacing short-term prepayments, targeting lower shipping costs | ▲ 6%

LOT ($180m) - Lotus entered voluntary suspension pending a Kayelekera update after delayed acid deliveries and acid-plant damage during hot commissioning

TOR ($178m) - Torque reported 10.5m at 4.2 g/t Au from 406m at Paris, extending PL2 beyond the MRE

G50 ($144m) - G50 intersected 13.5m at 7.7 g/t gold from 306m at White Caps, in first core hole

GML ($111m) - Gateway hit 4m at 4.7 g/t gold from 96m at the mafic–intermediate contact at Cowza, Yandal gold project

DRE ($86m) - Dreadnought defined a >7km gold corridor at Black Oak, Illaara gold, with 9m at 0.5 g/t Au from 33m

OSM ($75m) - Osmond intersected Pochico quartzites in SOR-08 at the Orin EU Critical Minerals project, 3.4m from 209m| ▲ 6%

SNM ($73m) - Sentinel first diamond hole at the Columbia Gold-Silver project hit a hydrothermal breccia at 288m, matching the HSAMT conductor

JLL ($49m) - Jindalee's HiTech Minerals signed an MoU with RESOLVE to explore a stewardship area at the McDermitt Lithium project

LSA ($48m) - Lachlan Star expanded RC drilling to 4,000m at New Waverley after assays including 1.7m at 4.27 g/t gold from 51.2m

BEZ ($36m) - Besra Gold received a s.143 CBCA notice from 5.2% holders to change board and restrict the Quantum Metal Recovery deal

ADN ($35m) - Andromeda started commissioning its HPA pilot plant, aiming to produce commercial 4N HPA samples for customer qualification in H2 2026 | ▼ 7%

China tightens indium export checks amid rising AI demand, impacting global supply (Reuters)

Australia’s peak mining lobby is ramping up efforts to protect the $9B fuel tax credits scheme (Australian)

Matt Latimore said Australia should be increasing its share in key met coal markets, lamenting the ‘own goal’ (Australian)

China's May refined oil exports rise under restrictions; Australia receives agreed volume (Reuters)

Mineral Resources hints at Chris Ellison successor, with Darren Killeen as frontrunner for COO role (The West)

Aluminium’s war shock blunted by dark transits and Chinese supply (Bloomberg)

Regis aims to revive McPhillamys with $1.1B investment (BN)

Guinea bans raw gold exports to boost local processing (Bloomberg)

Newmont suspends Cadia mine after earthquake; second halt in 9 weeks (ABC)

Panama audit finds First Quantum's Cobre Panama mine 88% compliant, restart decision pending (Bloomberg)

AIS ($509m) - Aeris' acquisition of Peel is court-approved; implementation 1 Jul with 300m new shares ($129m) at 0.3363 per Peel share

AGE ($233m) - Alligator satisfied CPs for the $7.5m sale of NT uranium assets to DevEx

FEG ($61m) - Far East Gold moved to 51% of the Idenburg project after issuing $6.5m in shares at $0.13

Indonesia's Ithaca acquires bankrupt Queensland coal miner Vitrinite for over $200m (AFR)

Russia sells 67.2% stake in seized Yuzhuralzoloto to BTS-Most Holding for US$1.3B (Bloomberg)

Ghana considers transferring control of Gold Fields' Tarkwa mine to local firms as leases expire (Bloomberg)

WWI ($230m) - West Wits executed definitive loan agreements with Absa & Nedbank for a R1.1B package, completing funding for Qala Shallows

FEX ($191m) - Fenix partnered with Mira Bulk and secured US$44m ResInvest facilities replacing short-term prepayments

BMR ($31m) - Ballymore raised $5.2m at 12.5c, with 1-for-2 options

Vedanta plans US IPO for CopperTech to expedite $2.7B Konkola Copper expansion (Mining.com)

There is a small but spicy bunfight in Strata, formerly Metal Tiger, where Freedom Bidco has offered 22c cash for the privilege of owning a suspended filing cabinet with rather good copper assets inside.

On paper, Freedom is providing mercy. Strata is suspended, scarred by the failed SCP adventure, and staring at the ASX naughty corner. Shareholders may reasonably prefer cash today to another announcement explaining why daylight remains administratively delayed.

But mercy usually gets cheaper when the patient is strapped down.

Strata’s May NTA was 47.4c. Ex-royalties, it still claimed 23.8c, above the bid. The royalty book, marked near $40m, includes Sandfire’s Botswana copper system: 2% NSR at T3/Motheo, plus uncapped Tshukudu upside over A4 and A1. That’s a worthy royalty to own…

Then there is Cobre. Strata owns about 18% of CBE, which now has a Chile production story at Sierra Atacama. On CBE’s current market cap of $376m, that stake is worth roughly $67m, or 1.8x Freedom’s whole bid value, before assigning a dollar to the Sandfire royalties.

So yes, Freedom’s bid is also exquisitely timed. It asks shareholders to value Strata as a stranded shell at the exact moment its two best assets, Cobre and the royalty book, are becoming rather inconveniently real.

PGO ($57m) - Pacgold chair Caoilin Chestnutt resigned; Richard Hacker appointed non-exec chair

Lithium miner PLS deluged by applicants for its FIFO trainee driver roles (Australian)

Tank bottom history and other fairy tales (Alyosha)

Decision to exclude explorers in carve-outs to CGT another kick in the guts (AMEC)

Aussie fund performance - May (AusYield) “Hard not to make money this month”