PDI ($4.5B) - PDI Gold poured 60.2koz Au at AISC of US$1,408/oz, reporting US$202.9m revenue and a US$63.7m net loss, and closed with US$193.7m cash

LTR ($2.9B) - Liontown approved FID for the Kathleen Valley expansion to lift spod con capacity to ~780ktpa from FY30, with $389m capex, completion end Q2 FY29 and 2.5-year payback; FY27 capex guidance raised to $435–495m

BGL ($2.3B) - Bellevue will supply 50oz+ gold for the regilding of St Paul’s Cathedral, London

EQR ($2.2B) - EQR produced 119k mtu WO₃, delivered $51m EBITDA and $7m NPAT, and closed with $28m cash, with the auditor issuing an unmodified opinion after the year's recap

LIN ($1.1B) - Lindian said Kangankunde concentrate exports remain permitted under Malawi's rules, with Stage 1 funded to Q4 CY26 production | ▼ 8%

BRE ($983m) - Brazilian Rare Earths made a new discovery at Sulista South, with 9m at 4.6% TREO from 99.7m across ~500m strike, extending the Sulista East trend

NMG ($752m) - New Murchison reported 2m at 24.4 g/t gold from 46m at Lydia

FRS ($706m) - Forrestania updated The Ladies MRE to 4.9Mt at 1.8 g/t Au for 286koz, down 4% vs prior

BC8 ($700m) - Black Cat set FY27 guidance at 80–90koz Au with AISC of $3.5k–$3.9k/oz; regulatory approval lifts Lakewood capacity to 1.5Mtpa | ▼ 14%

BTR ($670m) - Brightstar reported 40 visible gold occurrences and >400m mineralised tonalite at Two Mile Hill, Sandstone | ▲ 10%

LRV ($567m) - Larvotto drilled 32m at 5.7 g/t AuEq from 260m at Clarks Gully, extending mineralisation beyond the current resource footprint

JMS ($482m) - Jupiter posted FY26 NPAT $38m with Tshipi (49.9%) producing and selling 3.5Mt of manganese ore and declared $25.6m in dividends; Matt Jarvis named interim CEO

BCN ($343m) - Beacon produced 24.9koz gold, recorded $45.5m NPAT, and closed with $24m cash and term deposits plus 5.2koz on hand

HCH ($316m) - Hot Chili filed its annual MROR for Costa Fuego, confirming 798Mt indicated at 0.45% CuEq, 203Mt inferred at 0.31% CuEq, and 502Mt probable reserves at 0.46% CuEq

NTU ($258m) - Northern Minerals delayed FID for Browns Range HRE beyond 30 Sep pending funding; $38m FY26 loss

POL ($251m) - Polymetals reported 14.2m at 494 g/t Ag, 7.1% Pb, 4.8% Zn and 0.75 g/t Au from 62.1m; reserve estimate is due in Q2 FY27

ARR ($213m) - American Rare Earths' updated Scoping Study for the Cowboy State Mine shows NPV₈ US$1.1B, capex US$900m and 4.5Mtpa delivering 2.5ktpa NdPr oxide over 26 years

6KA ($168m) - 6K Additive entered a 30-month deal to supply nickel 718 powder to ADDMAN worth US$8.1m–$10.8m, with a revert buy-back program | ▲ 6%

AEU ($161m) - Atomic Eagle began optimisation at Madaouela uranium to assess larger-scale development, targeting an MRE in Q4 26

PEN ($149m) - Peninsula posted a US$77m FY26 net loss after a US$50m impairment and US$23m inventory write-down, ended with US$22m cash, and later drew a US$30m con note after withdrawing CY26 production guidance

DLI ($115m) - Delta Lithium reported 10m at 1.4% Li₂O from 648m at Mt Ida, with metallurgical testwork on a 1t composite underway

ACS ($113m) - Accent reported dry-processing testwork at the Magnetite Range iron ore project, WA, produced 66.3–68% Fe concentrates with up to 98.2% mag-iron recovery | ▲ 21%

OSM ($91m) - Osmond Resources reported a maiden MRE at the Orión EU Critical Minerals project of 60Mt at 9.4% TiO₂ and 6,274 ppm TREO, including 49.7Mt in the Main Seam that underpins its Scoping Study

TNC ($69m) - True North returned 32m at 1.7% CuEq from 140m at Wallace North, part of the Cloncurry copper project

BCA ($51m) - Black Canyon reported maiden Wandanya MREs: 23.6Mt at 25.8% manganese and 12.5Mt at 54.9% iron

CKA ($51m) - Cokal extended BBM's US$20m repayment to 15 Jan 2030 and varied ICT's marketing to the first 20Mt of coal at a 6% fee

SKM ($33m) - Skylark confirmed 2km strike at M’Basso, to >200m, with 14m at 3.26 g/t Au from 78m

A 1000% rally for Lindian meets its match in an African parliament (AFR) Short sellers lurking - down 8% today

Fifteen of 19 major mining firms report AI-driven financial gains in Q3 (Mining.com)

Unions at Antofagasta's Centinela copper mine ready for strike (Reuters)

Commodity boom pushes Mongolian stocks to world-beating quarter (Bloomberg) Coal miner Tavantolgoi surged 87%, makes up half the index

VOXR.TO ($C499m) - Vox Royalties bought a 0.75% NSR on Boab’s Sorby Hills silver-zinc-lead mine near Kununurra

BH6 ($80m) - Broken Hill won ELA tenders for 751km² covering the Manna Hill and Waukaringa gold fields near the White Dam gold project in SA

EMH ($51m) - European Metals will have partner CEZ's Severočeské doly fund a €13m Geomet cash call, diluting it to 42.62% with an option to restore 6.38% by 13 Nov '26 for €6.4m

Rio nears sale of WA mining infrastructure assets, with Apollo as potential buyer (Australian)

Gold Fields pitches $3.5b tax saving in Northern Star takeover (AFR), while it considers a cash sweetener (Bloomberg)

Gold Fields may relocate HQ to Australia for Northern Star takeover approval (Australian) Really twisting their arm to move from South Africa to Aus…

Barrick Mining's North American gold IPO may be delayed to January, says CEO Mark Hill (Bloomberg)

FFM ($1.4B) - FireFly raised $5m via an SPP at $1.78

LMG ($52m) - Latrobe Mag despatched prospectus for its entitlement offer to raise $3.4m at 1.5c

Hertha Chalyx secures $133m to build Texas rare earth magnet-grade iron plant producing 10kt annually (Mining.com)

There’s lots to like about Matt Wilcox. We are big fans. One of our favourite traits of his he is so honest, he will literally tell you what he plans to buy.

This on Awale overnight.

SRL ($3.6B) - SailingStone sold $33m of Sunrise shares, cutting its stake to 5.5%

KCN ($1.3B) - Kingsgate NED Peter Warren retired today

WIA ($899m) - WIA Gold appointed NED Jamie Day

STN ($369m) - Saturn appointed Martin Alciaturi NED

WEC ($229m) - White Energy appointed Jamie Frankcombe as director and Vince O'Rourke resigned

GBR ($202m) - Great Boulder appointed Rod Bonner Chief Mining Engineer to lead Peak Hill development, targeting production by end CY27

SHN ($126m) - Sunshine appointed Philip Crutchfield as NED and incoming Chair as Alec Pismiris steps down, and named Tyson Balanzategui CFO

BKB ($82m) - Matt Hayes added $1.2m of Black Bear shares

TZN ($45m) - Yang Yong sold $672k of Terramin shares, trimming to 7.4%

VKA ($33m) - Faraday Nominees took a 5.7% stake in Viking Mines

PKO ($30m) - Peako appointed director Marcus Harden

Robert Friedland’s keynote presentation at (Mining Forum Americas) includes zingers such as “To quote Crocodile Dundee, that’s not a mining share mate.That’s a mining share” and “I rarely ask a friend to buy an equity. I’m too old for this. But don’t say I didn’t warn you about Ivanhoe Electric this year. It’s on the New York Stock Exchange.”

Australia's Rare Earths — A China Reset? (Strictly Boardroom)

One Nation sparks coal, gas and nuclear’s return to the energy debate (AFR op-ed)

Turns out costs rose because costs rose. Glad we cleared that up.