PLS ($13B) - PLS produced 214.3kt spod concentrate with cash +$835m QoQ to $2.3B; FY27 guidance 1,030–1,100kt at $575–$625/t

PRU ($6.5B) - Perseus produced 109koz gold at AISC US$1.9k/oz, cash and bullion +US$217m to US$1B; FY27 guidance 420-480koz at US$1.8k-2.1k/oz

PDI ($3.2B) - Predictive poured 64koz gold; cash+bullion US$364m (+US$87m QoQ), with 2026 production guidance maintained at 198-220koz

CIA ($2.2B) - Champion produced 3.9Mwmt iron ore and sold 3.3Mdmt in Q1, posted C$33m EBITDA but a C$42m net loss; cash C$199m (-C$98m QoQ); first DRPF shipment targeted in Q2 FY27

RSG ($2.1B) - Resolute produced 45koz gold; net cash +US$2m QoQ to US$317m; guidance at low end of 250–275koz; secured US$155m Doropo financing

ZIM ($1.5B) - Zimplats produced 213koz 6E at US$1.1k/oz operating cash cost; furnace maintenance is set for Sep–Oct 2026

KCN ($1.1B) - Kingsgate produced 20.2koz Au and 220koz Ag in June quarter, AISC (pre-royalties) US$1.1k/oz, cash+bullion $153m (-$37m QoQ), guidance achieved

WA1 ($821m) - WA1 ended with $124m cash; the Luni PFS remains slated for Q4 CY26

PNR ($807m) - Pantoro produced 18koz gold at AISC $4.1k/oz, closed with $223m cash and bullion, and guided FY27 at 90–105koz at $2.8–3.4k/oz

BC8 ($641m) - Black Cat produced 20.8koz gold in the quarter, closing cash $105m (+$13.6m QoQ)

SBM ($544m) - St Barbara approved FID for Touquoy Restart and a US$333m New Simberi expansion; Touquoy processing targeted Nov 2026; cash $475m

AIS ($539m) - Aeris lifted group MRE to 61Mt (950kt Cu, 1,400koz Au, 1,100kt Zn, 43Moz Ag, +24%) and reserves to 21Mt (350kt Cu, 470koz Au, 340kt Zn, 13Moz Ag, +50%), incorporating Mallee Bull and Wirlong

BOE ($509m) - Boss met revised FY26 production (1.4Mlb U₃O₈) and AISC $61/lb, closing with $207m cash and liquids; feasibility study due end-Aug

DTR ($494m) - Dateline suspended pending court decision on Colosseum injunction

MMI ($435m) - Metro shipped 1.8m wmt bauxite in Q2 with EBITDA margin $4.4/wmt, cash $24m; CY26 guidance 6.6–7.1Mt maintained

SVM ($341m) - Sovereign's DFS for Kasiya in Malawi outlined NPV₈ US$2.2B on US$727m capex to produce 222ktpa rutile and 275ktpa graphite

BKY ($205m) - Berkeley posted a maiden 11.8Mt at 0.41% Li₂O and 0.21% Rb₂O inferred MRE at the Conchas project

BGD ($199m) - Barton reported 29m at 1.24 g/t gold from 48m at the Tunkillia gold project, with PFS work underway

HRN ($187m) - Horizon Gold's DFS for the Gum Creek gold project outlines 880koz over 10 years at AISC $3k/oz with $350m pre-prod capex and pre-tax NPV₅ $1.3B at $5.5k/oz, targeting first gold in H2 2028

VTM ($185m) - Victory's concentrate from North Stanmore Heavy Rare Earth, WA, shows phosphates host 86% Dy, 82% Tb and most Nd/Pr

TTM ($166m) - Titan closed with US$5.9m cash; Hanrine nearing Milestone 3 at Linderos to trigger US$1m and take stake to 51%

GRR ($162m) - Grange flagged a likely non-cash pre-tax impairment of $300m–$600m to Savage River assets amid financing and market uncertainties

AR1 ($155m) - Austral drilled 15m at 1.2% Cu, 0.24 g/t Au from 60m, indicating parallel lode 300m south of Snow Queen

AQD ($67m) - AusQuest's RC at Cangallo defined a 1.5km mineralised corridor with 176m at 0.38% Cu from 40m; diamond drilling commenced

LM8 ($67m) - Lunnon delivered 7.9koz gold in the June quarter, closed with $22.2m cash (+$10m QoQ), and repaid its $6m term loan in full

AWJ ($36m) - Auric closed the quarter with $38m (-$4.2m QoQ) and lifted Munda resources to 4.2Mt at 1.4 g/t for 192koz Au

EMC ($32m) - Everest will toll-process 200kt from Mt Dimer Taipan at Medallion from September 2026, with 130kt stockpiled in WA

G11 ($30m) - G11 intersected 90m of silica–sericite–pyrite altered rhyolite from 1090m at the Sedgwick Bluff project, Tas

Gold rises 2% as US Federal Reserve holds interest rates steady (Reuters)

Fortescue seeks to change WA mining law for data centre advantage in the Pilbara (Australian)

Tsingshan suspends nickel export loadings from Indonesia amid inspection delays (Bloomberg)

First Quantum adds 1,000 jobs as Cobre Panama restart nears (Mining.com)

MinRes strengthens ties with China's top steelmaker, cuts net debt by $1B to $4.3B (Australian)

Rio CEO Trott predicts data centres will drive next mining supercycle (Australian)

Zijin Gold abandons $4B takeover of Allied Gold, opts for $295m stake (Bloomberg)

Anglo nears deal to sell De Beers for $1B to Global Diamond Consortium (Mining.com)

MI6 ($1.4B) - Minerals 260 acquired 60–80% JV interests over ~350km² from Geko Explore adjoining Bullabulling, expanding the footprint for $7m

Global Battery to acquire Lomiko for $11m, adding La Loutre graphite project (Mining.com)

Forrestania faces second Takeovers Panel application over Zenith bid (West) More to come in today’s episode

FAST Metals raises $4.3m in pre-seed funding for Florida red-mud recovery project (Mining.com)

Funny how "US$2bn of inventory" eventually became "about US$1bn for the whole business."

Never trust inventory values in niche commodity markets.

FRS ($532m) - Forrestania’s David Geraghty bought shares for $297k

ZNC ($58m) - Forrestania lifted its stake in Zenith to 49.2% via off-market takeover acceptances

Capturing the Arb (Respeculator) Taking advantage of a cost of capital delta

Amvest Terraden (Q2 Quarterly)

Money of Mine x The Mining Pulse (Mining Pulse Pod) We jumped on a poddy with mates from South Africa

WAF’s dividend repatriation fees are up there with Commbank’s FX charges!

Meanwhile, at MDX, running it lean