LYC ($17B) - Lynas reported $978m revenue and $222m NPAT with 13.1kt REO (7.3kt NdPr) produced, closing with $1.2B cash

SFR ($10B) - Sandfire produced 154kt CuEq in FY26, generated US$1.7B revenue and US$354m NPAT, closed with US$353m net cash, declared a 35c fully franked final dividend, and guided to 150–166kt CuEq in FY27 | ▲ 7%

PRU ($8.3B) - Perseus reset capital returns, declaring a 9c final dividend (14c for FY26), adopting a minimum 20% of operating cash flow payout, renewing a $350m buy-back and flagging a $100m special distribution | ▲ 7%

YAL ($7.9B) - Yancoal renewed coal sales frameworks with Yankuang and YIT for Nov–Dec '26, capping sales at US$67m and US$133m

PDN ($5.3B) - Paladin produced 4.8Mlb U₃O₈ in FY26, reported US$304M revenue and a US$9.1M net loss, and closed with US$265M cash and investments and US$233M net cash

NIC ($3.9B) - Nickel Industries delivered US$248m adjusted EBITDA and US$52.5m NPAT in H1 on 62kt Ni production, with ENC reaching first MHP in July and first cathode in August

OBM ($3.2B) - Ora Banda produced 141koz gold in FY26, delivering $808m revenue and $216m NPAT, closed with $268m cash, and guided FY27 output at 125-140koz at AISC of ~$3,500/oz

CIA ($2.0B) - Champion Iron said the DRPF at Bloom Lake cost C$500m, targets commercial production by end-FY27 and a DR-quality iron ore sale in Q3 CY26

DYL ($1.6B) - Deep Yellow secured water from NamWater and finalised Oponona's 5% loan-carried ownership at Tumas, with FID in Q4 CY26

BRE ($1.1B) - Brazilian Rare Earths drilled 25.6m at 17.4% TREO from 174m at Monte Alto, extending mineralisation beyond MRE

A1M ($650m) - AIC Mines produced 13.1kt copper and 6.6koz gold in FY26 at AISC $5/lb Cu, delivering $245m revenue and $42m NPAT; cash $42m (net debt $15m); the 1.1Mtpa Eloise expansion on track for Q2 FY27

CHN ($566m) - Chalice said former WA EPA Chair Dr Hatton's review endorsed the Gonneville approvals pathway, supporting a targeted FID in H1 CY28

SGC ($258m) - Sinclair completed 20km at Mt Henry, triggering a $5m payment to Westgold; CPs cleared for Stria Lithium's 1% NSR, delivering $4m cash and 4m shares

TM1 ($242m) - Terra's Southwest drilling returned 232m at 0.84 g/t 3E, 0.15% Ni from 174m, extending mineralisation 360m along strike

FEX ($208m) - Fenix shipped 4.4Mt iron ore in FY26, generating $12.3m NPAT, declared a 1c fully franked dividend, and guided to 4.7–5.3Mt in FY27 at C1 $70–$80/t

GML ($172m) - Gateway extended the Cowza gold system to 4.5km; at Celia South, aircore returned 28m at 1.5 g/t gold from 60m

TOR ($137m) - Torque hit 11m at 456 g/t Au from 122m at HHH, Ritz Gold project | ▲ 30%

PHO ($81m) - PhosCo reported up to 34% P₂O₅ concentrate with <1% MgO at Gasaat Phosphate; scoping study due October 2026

OR3 ($66m) - Ore Resources released a DSO scoping study at Kangaroo Hills Lithium outlining $25m capex and NPV₈ $221m from 1.2Mt

MAT ($46m) - Matsa suspended pending update on Devon Pit Gold project

AUQ ($43m) - Alara dispatched its 57th–60th copper concentrate shipments from Sohar, totalling 3,303 wmt containing 673t Cu from Al Wash-hi Majaza

RCM ($37m) - Rapid Critical Metals extended silver mineralisation 300m south at Webbs Silver, NSW, with 4m at 1,230 g/t AgEq from 136m

MRR ($34m) - Minrex hit 10.6m at 4 g/t AuEq from 37.1m at Barje, Tlamino gold-silver, Serbia | ▼ 6%

NMT ($29m) - Neometals reported no intercepts ≥0.25% Cu in 78–124m of drilling at the Rinaldi prospect, with a diamond tail planned September

LAT ($25m) - Lat66 reported a 10.7Mt at 1 g/t gold MRE (339koz) at the Laverton Gold project | ▲ 8%

CVR ($24m) - Cavalier named SSH Group preferred contractor for Stage 1 at the Crawford gold project

Rio’s Trott urges Australia to boost productivity amid concerns over Pilbara unionisation (West)

WA court rejects Mineralogy's appeal against CITIC over special costs from six-year-old orders (BN)

Fortescue suspends executive amid ongoing sexual harassment investigation by MinterEllison (Australian)

Northern Star ordered by WA Supreme Court to submit reports in Kanowna Belle dispute with Grange and Vox (BN)

US tariff threat disrupts copper surplus, pushing prices towards all-time highs (Reuters)

Brazil's first rare earths facility supports US efforts to reduce China's market dominance (FT)

Chinese exports of zinc provide relief for London traders (Reuters)

EZL ($220m) - Euroz Hartleys agreed to sell its Capital Markets business to Bank of Montreal for $145m, subject to shareholder approval, targeting completion in Q4 CY26; it also declared a fully franked 5c final dividend

SNM ($67m) - Sentinel issued 8.6m shares at $0.58 ($5m) to Capricorn as part-payment for the Big Springs gold project and expects to pay the remaining $8.5m cash today to complete

FAL ($142m) - Falcon is in a halt pending a capital raise

BHM ($140m) - Broken Hill entered trading halt pending a raise

BKB ($100m) - Black Bear is raising capital

SNX ($57m) - Sierra Nevada raised $12.3m at 10c

Wiluna delays $200m IPO as staff cuts and equipment issues persist (West)

Lithium Argentina seals Ganfeng JV and $180m strategic financing (G&M)

BGL ($2.5B) - Bellevue to appoint Debra Counsell and Tanya Rybarczyk as independent NEDs; Shannon Coates will not seek re‑election

LGF ($1.1B) - Platinum took an 11.8% stake in L1 Gold, buying $112m of shares | Yes, they’re the same co

WA1 ($892m) - Regal trimmed its holding in WA1 to 6.4%

WIA ($859m) - Regal sold $23.9m of WIA shares, falling below 5%

CYM ($330m) - Australian Retirement Trust bought $4.2m of Cyprium

ORN ($206m) - Sujajo bought $12.3m of Orion shares off-market from Ratl Growth at 2.1c, taking the group's stake to 8.7%

CML ($55m) - Connected director Adam Sierakowski resigned

LIB ($41m) - Liberty appointed geologist Travis Schwertfeger as NED

What is Inflation?? (Praetorian Capital)

Nothing says FY26 peer group like a company acquired in FY25.

Married… But not associates….