AII ($5.7B) - Almonty reported Q2 revenue C$43m and adjusted EBITDA C$18m, posted C$182m net income mainly from derivative revaluation, and ended with C$1.2B cash

MAH ($2.2B) - Macmahon named preferred underground contractor by Medallion under a 36‑month $240m deal starting Dec Q 2026

ORE ($1.8B) - Orezone confirmed a 600m extension at P16 on the Bombor gold project, with 20m at 1.06 g/t gold from 3m

TVN ($570m) - Tivan received a further $3m IPCM tranche via JV vehicle Japan Australia Fluorite Associates

DTR ($494m) - Dateline must halt operations at the Colosseum gold and rare earths project after a US court granted a preliminary injunction pending NPCA litigation | Suspended pending announcement - indicative open down heavy

MM8 ($394m) - Medallion named Macmahon preferred contractor at the Ravensthorpe, ~$20m below FS

ANDC.V (C$289m) - Andina Copper intersected 264m at 0.63% Cu from 36m within 504m at 0.48% Cu, expanding its mineralised footprint | ▼ 9%

MRT ($277m) - Maritana secured MDCP and CIL Works approvals for the Black Swan Processing Hub and lodged a Clearing Permit, keeping first gold targeted for H2 CY2027

POL ($270m) - Polymetals reported 39m at 502 g/t silver, 6.9% zinc, 5.4% lead and 0.87 g/t gold from 17m at Endeavor mine

MTM ($244m) - Metallium's FJH converted 12% TREO ore into >83% MREC; parallel germanium and PGM results support commercial discussions | ▲ 9%

PSC ($175m) - Prospect drilled 65.8m at 0.42% Cu from 226m at Nyungu Central, defining a new southeast zone outside the MRE

LOT ($99m) - Lotus restarted the acid plant and uranium processing at Kayelekera, after June's suspension, with acid supply secured for CY26

PTN ($74m) - Patronus hit 10m at 2.05 g/t gold from 52m at Davies No.2 in Golden Dyke

ESR ($54m) - Estrella selected a buyer for a 27kt wmt manganese trial shipment from Ira Miri and lodged Timor-Leste export approvals

BCA ($49m) - Black Canyon extended the Wandanya manganese footprint 400m south, with 7m at 40.7% Mn from 5m; maiden MRE due September

SNX ($44m) - Sierra Nevada discovered polymetallic breccia at As Safra Copper-Gold: 11m at 1.15 g/t Au and 4.64% Zn from 49m

LSA ($41m) - Lachlan Star reported 16m at 5.3 g/t gold from 44m at New WaverLSA ($41m) - Lachlan Star reported 16m at 5.3 g/t gold from 44m at New Waverley, WA | ▲ 12%

OD6 ($33m) - OD6 Metals says TOMRA sorting at the Quinn Fluorspar project separated ore and waste, with head grades to 98.3% CaF₂ | ▲ 6%

CLA ($26m) - Celsius Resources obtained a Makati City court order halting Equinaire's move to foreclose and auction its 40% MMCI stake; arbitration will be filed, with status quo maintained | ▼ 14%

Chile lowers copper production forecast amid ongoing mine challenges (Bloomberg)

Copper nears record high as Grasberg smelter halt tightens supply, aluminium hits 7-week high (Mining.com)

Barrick names Sebastiaan Bock to lead international business before IPO (Reuters)

Cobre Panama restart hopes rise as thousands return to mine (Mining.com)

Silver price drops to $65/oz as investors lock in gains (Mining.com)

Allied Gold closes C$417m private placement with Zijin Gold (G&M)

Fortuna acquires Bambadji gold project in Senegal from Barrick and IAMGOLD for $200m (NM)

Coal India considers acquiring Wealth Minerals unit for Chile lithium assets (Mining.com)

Jubilee Metals receives two offers for Zambia's Large Waste Project, exceeding last year's $18m purchase (MiningMX)

Blue Moon acquires 33 tungsten and antimony projects for $20.5m (Mining.com)

WIA ($723m) - Wia raised $125m at 42.5c to fund Kokoseb, completing funding with US$360m Sprott debt

LAM ($170m) - Laramide raised C$5m at C$0.60 via a strategic investor

This is a striking verbatim quote from Barrick Chairman John Thornton announcing Bock as the new CEO of the Rest of World business. Especially when you consider that the only Chinese JVs in the RoW business today are Porgera and Veladero.

What’s the read through? Reko Diq, African gold… Lumwana?

Barrick can sell a stake in Porgera or Kibali to Zijin without Washington losing much sleep. But Reko Diq and Lumwana are different.

It would be mildly awkward if one of the corridor’s great copper prizes, Barrick’s Lumwana, subsequently welcomed Zijin or Jianxi into the project or RoW register.

WAF ($4.0B) - Aigle sold $879k of West African, ceasing to be substantial

PDI ($3.8B) - Helikon bought $38m of Predictive, lifting its stake to 12.8%

RSG ($2.4B) - Helikon bought $47m of Resolute, now holding 19.1%

CEL ($452m) - Challenger director Eduardo Elsztain subscribed $11m via the placement

GLN ($425m) - Galan director JP Vargas de la Vega bought $722k of shares

TRE ($290m) - Toubani appointed Mark Somlyay CFO, Kerry Griffin Operations Director and Riaan Lombard GM

AEE ($102m) - Aura Energy CFO Mark Somlyay resigned, with a 4-month transition to 8 Dec 2026

PGO ($83m) - Pacgold appointed Rodney Jacobs as a NED

PTR ($38m) - PTR appointed Colin Bwye NED; Rob Sennitt became MD

Australian Exploration — by numbers (Strictly Boardroom)

Lithium Summer - Joe Lowry Pod (Apple, Spotify)

Gotta love the ASX. Where a $80k of volume can send a $7m ShitCo to a $123m market cap in two days…

Nothing to see here though