GLEN.L (£65B) / YAL ($7.6B) - Glencore’s Hunter Valley Ops (51% YAL, 49% GLEN) received NSW approval, extending HVO North & South life through to 2045 & 2042, respectively

LIN ($1.1B) - Lindian energised the 27km 33kV grid to Kangankunde with the power programme ~20% under budget; staged commissioning late November, commercial production December

SBM ($1.0B) - St Barbara obtained an ASX waiver to allow 69.5m rights a 15-year exercise window and dividend equivalents, pending shareholder approval

G6M ($859m) - Group 6 produced 88.9k MTU WO₃ in FY26, booked $148m NPAT, closed with $49m cash and $21m borrowings, and commenced underground mining at the Dolphin Tungsten mine

BC8 ($707m) - Black Cat released its annual R&R statement; separately, director Paul Chapman bought 50k shares for $39.5k

TVN ($411m) - Tivan targets a late-October MRE for Speewah Fluorite, feeding a Q4 DFS, with Phase II drilling finishing early Oct

KGL ($409m) - KGL awarded Sedgman the EPC contract for the 2Mtpa Jervois Copper plant in NT, advancing FID in coming weeks

MTM ($282m) - Metallium completed a 12-hour three-reactor FJH chlorination run on catalytic-converter feedstock (Pt, Pd, Rh), generating samples and data for scale-up

KAN ($278m) - Kantra hit 70m at 1.18% Cu from 507m at Nugent, Kanmantoo, SA; 2026 MRE due late Oct

TBR ($257m) - Tribune produced 31.7koz gold in FY26 and reported $76m NPAT, boosted by a $35m Raleigh impairment reversal; cash $8m

ATR ($243m) - Astron targets a $200m EFA debt package for the Donald project, with FID now expected Q4 CY26 and first production 2028

MCM ($220m) - MC Mining posted a US$18m FY26 net loss and closed with US$2.9m cash against US$50m net current liabilities, with auditors flagging a material going‑concern uncertainty

AUE ($210m) - Aurum reported 28.8m at 22.9 g/t gold from 204m at Boundiali gold project, with an MRE targeted early Q4 CY26

AGE ($193m) - Alligator received $1.8m escrowed from its NT uranium sale to DevEx after Tin Camp Creek access agreement renewal

AEM ($189m) - Advanced Engineered Materials guided to 2H CY26 HPA sales of 40–60t and cited a US$190m customer pipeline

PSC ($172m) - Prospect reported 18m at 1.3% Cu from 148m at Nyungu Central, plus shallow Cu intercepts south-east outside the MRE

TER ($144m) - TerraCom entered voluntary suspension pending FY26 results with material impairments to its South Africa and Australia assets

CXU ($143m) - Cauldron says no undisclosed info; volatility may reflect selling from Betashares Global Uranium ETF rebalance, last holding 43.9m shares | ▲ 7%

RNU ($140m) - Renascor signed an NTMA with the Arabana Aboriginal Corporation RNTBC for Marree, SA, enabling heritage clearances and on-ground exploration

MKR ($108m) - Manuka reported a $28.1m net loss, closed with $7.8m cash and $38.2m borrowings, and said gold processing at Wonawinta restarted in late August with first revenue expected by end September | ▲ 7%

MKR ($108m) - Manuka received first gold revenue from Wonawinta, guiding to $3m–$4m fortnightly gold sales to end CY26 | ▲ 7%

MEU ($97m) - Marmota reported assays from drilling at Mainwood, with 16m at 4.2 g/t gold from 24m

AVL ($90m) - Australian Vanadium obtained varied conditions to the development approval for its Tenindewa vanadium processing facilit

BH6 ($80m) - Broken Hill Gold posted a $14.5m net loss for the year, including an $8.4m demerger impairment, and closed with $3.8m cash

AUQ ($62m) - Alara produced 8.1kt Cu in FY26, reporting $135m revenue, $19.7m NPAT, and closing with $27.4m cash

LMG ($56m) - Latrobe's Phase 1B at the Latrobe Valley Demo Plant is 90% installed, commissioning 25% complete, within the $6.1m budget and targeting first magnesium metal by end of 2026

FLG ($55m) - Flagship set an Exploration Target at Khao Soon of 22–40Mt at 0.15–0.30% WO₃, and is weighing a sale, spin-out or JV

VR8 ($48m) - Vanadium Resources is in halt pending V‑Iron scoping study

FMN ($39m) - Famien secured 355km² M’Bahiakro permit in Côte d’Ivoire and posted 8m at 0.94 g/t gold from 94m at Bonougbara Trend

VKA ($33m) - Viking Mines' gravity testwork at the Linka Tungsten project, Nevada, produced a 69.3% WO₃ concentrate at 43.8% recovery

DGR ($31m) - DGR Global received Takeovers Panel interim orders barring Tenstar, Samuel Holdings, Benn Whistler and associates from dealing in its shares pending final orders

VRC ($29m) - Volt completed a campaign at Zavalievsky Graphite in Ukraine, producing 0.9kt graphite concentrate, with 0.7kt allocated to contracts

Panama government to recommend Cobre Panama mine restart via state partnership with First Quantum (Reuters) Reports of ‘reopening to fund orderly closure’ sent FM down over 30%, closing -15%

DiCaprio opposes Belo Sun's Volta Grande gold project in Brazil amid permitting dispute (BNAmericas)

Gold Fields halts Windfall mine work as Quebec permit lapses (Mining.com)

Brazil's regulator orders Sigma Lithium to halt part of Grota do Cirilo over 'imminent risk' (TV)

Chinese lithium futures drop 25% in Sept amid demand concerns and economic headwinds (Bloomberg)

LYC ($14B) - Lynas will acquire Meteoric via an all‑scrip scheme at 0.0207 Lynas shares per Meteoric share (implies $968m), and has provided a $110m loan | LYC ▼ 5% / MEI ▲ 53%

YAL ($7.6B) - Yancoal completed the acquisition of 80% of Kestrel in the Bowen Basin for US$1.9B upfront plus up to US$550m contingent

ELV ($1.1B) - Elevra said Ghana approvals remain pending for US$71m sale of its Ewoyaa Lithium project interest to Huayou, with Huayou able by 30 Oct to complete or terminate and pay US$5m unless the application is rejected

WEC ($225m) - White Energy in halt pending material acquisition announcement

EL8 ($101m) - Elevate Uranium extended the closing date to 30 Oct for the remaining 5% of Marenica

IFM prepares bid for Rio’s $7B power infrastructure in WA and Canada (AFR)

Glencore, Peabody & Heeney Capital explore coal deals in Venezuela (Bloomberg)

Sibanye-Stillwater declines to participate in Generation Mining's C$240m capital raise, diluting stake to 4.7% (MiningMX)

EGR ($129m) - EcoGraf raised $3.6m via an SPP at a 20% discount to 5‑day VWAP to finalise Epanko financing

CHW ($88m) - Chilwa raised US$3.5m via 625k ADSs at US$5.60

OD6 ($32m) - OD6 is in a halt pending a capital raise

We think Aura Energy’s mystery funding partner is China’s SNURDC, the uranium arm of state-owned nuclear operator SPIC

Aura has only described its counterparty as a “major international nuclear power company”, but the breadcrumbs are compelling. SNURDC screened a Mauritanian uranium project in 2025, which appears plausibly to be only Tiris, before commencing full DD on a codenamed acquisition in May this year

Intriguingly, that diligence is due 31 December, the exact deadline Aura has set to conclude its commercial agreement

NST ($33B) - Northern Star co sec Hilary Macdonald retired; Joanne McDonald appointed

WIA ($908m) - Helikon bought $65m of WIA shares via placements, building a 7.4% stake

BOE ($685m) - Boss appointed Peter Botten Chair; Wyatt Buck remains director

GLN ($380m) - Galan Lithium's chair Richard Homsany resigned effective immediately; NED Daniel Jimenez becomes non-exec chair

WTM ($301m) - Acorn Capital bought $6.1m of Waratah, building a 5.2% stake

TOR ($116m) - Torque director Simon Lawson bought $183k of shares

AEE ($102m) - Aura appointed John Carr President and Spencer Davey CFO to build the Tiris uranium project (BFS due mid-October)

VBX ($50m) - Deutsche Balaton lifted its stake in VBX to 8% via a $1m placement participation

The $5b CEO with an unlikely method of de-stressing (AFR Boss) Westgold’s Bramwell

Rapid Growth of the WA Lithium Industry: Insights for Future Development Projects (White paper)

Northern Star’s $5.6m golden parachute (AFR Rear Window)

Consilience of Curves (Alex Campbell) “The singularity may be here, but the capital cycle is immortal. And all that compute is anything but free.”

Gold Mines in West Africa (Visual Capitalist)

Liontown expands KV without Rinehart or taxpayer funds (AFR Chanticleer)

When you look really think about what is doing the hard work in Gold Field’s claimed US$4-5B proposed synergies, it’s the impact of tax cost base step-up (paying ~A$39B for ~A$12B of tax base, then running accelerated depreciation on the uplift)

The same mechanism was doing really all of the work in Regis’ proposed merger synergies with Vault. And these numbers are not insignificant.

What’s it drive? More mid-tier consolidation over developer acquisition.