PAF ($5.4B) - Pan African confirmed a final dividend of R0.65/share

GNG ($1.3B) - GR Engineering set a $6.6125 DRP price for its 13c ordinary dividend

ARU ($1.0B) - Arafura extended an offtake with a wind‑turbine OEM for up to 500tpa NdPr oxide, with index‑linked US$ pricing

FRS ($915m) - Forrestania tabled a PFS for the Johnson Range gold project with a 308kt at 2.9 g/t, 28.5koz reserve, projecting $60m pre‑tax FCF at $5.5k/oz, AISC $2.9k/oz and $8m capex

EHL ($570m) - Emeco had Moody's affirm its Ba3 CFR with a stable outlook, citing $315m liquidity and net debt/EBITDA of 0.43x

NVA ($309m) - Nova delivered antimony plant equipment to Port MacKenzie, Alaska, advancing its US$43m USA-funded project

AUE ($224m) - Aurum reported 14.2m at 2.4 g/t gold from 206m, outside the Boundiali MRE, with MRE update early Q4 CY26 | ▲ 5%

TSO ($161m) - Tesoro declared a maiden 42.8Mt at 0.9 g/t gold reserve (1.3Moz) at Ternera, underpinning 13+ years at 3Mtpa

CVV ($142m) - Caravel delayed the Caravel Copper DFS to Q4 CY26 for metallurgy, water modelling, ERD and capex review

ASN ($71m) - Anson completed environmental survey at the Yellow Cat project, enabling drilling for a JORC 2012 upgrade of historical resource

LEX ($39m) - Lefroy will expand the Mt Martin scoping study to include Burns, with delivery now targeted in early Dec qtr '26

NMT ($28m) - Neometals drew $2m under its standby loan (secured over its Avanti Exploration stake), but the $5m T2 placement remains unpaid

Glencore suspends exec overseeing Radiant World amid review of iron ore dealings (Bloomberg)

Investors say BHP emissions surge shows policies not working (AFR)

Perth Mint achieves $44B revenue record in FY26 despite market share falling below 60% (BN)

Gold rises 1.2% to $4,314/oz as US Fed signals further tightening (Reuters)

Aware Super to help keep Victoria’s lights on by jump-starting the state’s longest-duration battery (AFR)

MAH ($2.1B) - Macmahon will acquire 100% of Aspect Engineering for $75m EV, funded by $30m upfront, $30m retention over 5y and up to $30m earn-outs, with ~6.2% underlying EPS accretion expected

FRS ($915m) - Forrestania said the Takeovers Panel's orders do not stop its takeover offer for Zenith, which remains open with acceptances at 49.2% and a 58.3% relevant interest

QML ($50m) - QMines will buy two freehold properties over Mt Chalmers and the adjacent Botos deposit for $2.4m, securing access to drill-test Botos

EMC ($30m) - Everest Metals issued 1m shares at $0.10 as part consideration to consolidate tenement ownership at the Revere gold project

Luca will acquire El Barqueño (Mexico) from Agnico Eagle, paying US$10m upfront, US$30m deferred, an additional US$20m in production milestones, plus a 2% NSR (PRN)

BMN ($900m) - Bannerman opened a non-underwritten SPP to raise $10m at $4

WC8 ($479m) - Wildcat is raising $50m at 30.5c

LMG ($48m) - Latrobe Mag is raising $8.4m at 1.5c

Caledonia and Tharisa commit significant capital to Zimbabwe mining projects despite investor wariness (MiningMX)

We think B2Gold is a takeover target. Here's how Agnico gets what it wants.

A million-ounce producer, unhedged from January, is trading at just 2.8x NTM EBITDA. The market is pricing it off its worst quarter in years: Q2 FCF was negative $258m, but what went out was a fat tax bill to Bamako, the last of a 265koz prepay and $71m of collar losses. None of it repeats.

Our sum-of-the-parts is closer to US$10b vs B2’s EV today of US$6.6b. B2 can do that arithmetic too, which is why it has bought back 35m shares.

Clive Johnston left in June. No more founder veto. And the new guard looks deal-seasoned.

The prize is Goose: getting to 300kozpa, 6.8g/t, built next door to Agnico's $2.4b Hope Bay, to produce 435kozpa from 2030. Agnico’s Nunavut ambition is 800koz–1Moz per year.

Add B2's 9.9% stake in Snowline, which would be of keen interest to Agnico. Remember that Agnico takes what it wants and finds a friend for the rest, as with Osisko in 2014 and Yamana in 2022.

The friend this time needs to want Mali: Endeavour has the balance sheet, Perseus has cash, but not enough. Bamako would happily wave through a Chinese name. Masbate and Gramalote find homes in the afternoon.

ARU ($1.0B) - Arafura Chair Mark Southey will resign after AGM

LYL ($900m) - Lycopodium director Bruno Ruggiero sold $7.8m of shares | Credit to the work LYL has done; 3^rd director selling this week is noteworthy

MM1 ($303m) - Midas will issue up to 1m MD performance rights, vesting on ≥500kt contained CuEq resources, an Otavi PFS

GML ($222m) - Jupiter built an 11.8% stake in Gateway, buying $23.4m of shares

AAU ($26m) - Antilles extended Non-Exec Chair Brian Johnson's service agreement to 31 Dec '27

Rob Friedland on the World's Monumental Shortage of Copper (Odd Lots)

Lukas on Lundin (Mining.com) Interview with the great man from 2013

Surprise guests from Elliott lost for words (Australian) For those keen on the NST-Elliott, this one’s a great flashback to their BHP adventure

Highest-paid directors in 2026 revealed (AFR)

G Mining’s cartography department appears to have misplaced Tajiri’s Yono permit, which is inconveniently positioned adjacent to the pit outlines.

Full disclosure, we own TAJ, so our objectivity may have wandered off with the missing permit.