PDI ($3.0B) - Predictive Discovery will seek approval to rename as PDI Gold

ALK ($1.8B) - Alkane produced 168.3koz AuEq in FY26 at AISC $2.9k/oz, closed with $454m cash, bullion and investments, proposed a 2c fully franked dividend, and guided to 163–177koz AuEq in FY27 at AISC $2.9k–$3.2k/oz

ORE ($1.4B) - Orezone Gold resumed operations at Casa Berardi, Quebec, and reaffirmed 2026 guidance at 62-67koz gold

BMC ($728m) - BMC Minerals received a 25-year Type B Water Licence and 5-year Class 3 exploration approval for Kudz Ze Kayah in Yukon

AIS ($531m) - Aeris Resources quadrupled Tritton reserves to 10Mt at 1.7% Cu (180kt Cu) after declaring new Constellation underground and Mallee Bull reserves

LRV ($530m) - Larvotto commenced staged commissioning of the processing plant at the Hillgrove Antimony-Gold project, NSW, with first ore crushed

NMG ($445m) - New Murchison Gold sold 15.5koz Au in ore at AISC $3.4k/oz, cash +$46.1m QoQ to $202m with no debt or hedging

PC2 ($332m) - PC Gold lifted the Spring Hill gold MRE to 43.6Mt at 1.1 g/t Au for 1.5Moz, incl. 1Moz indicated | ▼ 12%

SVL ($289m) - Silver Mines' Bowdens Silver DFS outlines pre-tax NPV₅ $1B and 31.5% IRR on $455m capex, with reserves at 93.5Moz silver; development consent in NSW remains pending

STN ($230m) - Saturn Metals was granted mining lease M31/496 for the Apollo Hill gold project, WA, supporting development of 1.59Moz gold reserves

PSC ($221m) - Prospect Resources reported 44m at 0.60% Cu from 270m outside the MRE at Nyungu Central in the Mumbezhi Copper project

TM1 ($216m) - Terra Metals reported 448m at 0.87 g/t PGE3 and 0.15% Ni from 102m at Dante, outside 148Mt MRE | ▲ 5%

GG8 ($212m) - Gorilla Gold agreed to de-water the Vivien mine and reported 2.1m at 55.4 g/t gold from 226.9m at Vince

HGO ($209m) - Hillgrove Resources produced 3.2kt Cu at AISC $5.8/lb, closing cash $32.2m (+$7m QoQ) with 2026 guidance maintained

FEX ($208m) - Fenix shipped 1.3Mwmt of iron ore in June quarter, cash $81m (-$5.3m QoQ), and guided FY27 4.7–5.3Mt at C1 $70–$80/wmt

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

WTM ($171m) - Waratah Minerals reported 38.3m at 1.09 g/t gold from 59.4m at the Spur project, NSW, linking Spur and Spur East

GML ($111m) - Gateway Mining extended gold mineralisation at Cowza to ~2.5km strike, with 27m at 1.4 g/t gold from 84m

VAL ($103m) - Valiant Gold re-entered the Comet Mine, WA, reporting serviceable infrastructure and ground support that could shorten restart | ▲ 5%

FAL ($80m) - Falcon Metals extended Blue Moon gold mineralisation beyond 750m with fifth reef, 2.7m at 22.2 g/t Au from 649.5m, Vic | ▲ 5%

FMN ($45m) - Famien Resources reported 6m at 2.68 g/t gold from 33m at the Bonougbara trend on the Gogo permit, Côte d'Ivoire

EMC ($31m) - Everest Metals secured a mining lease at Revere gold, WA, and executed a native title agreement with Yugunga-Nya People #2 | ▲ 14%

Grease giant warns of supply crunch for industry lubricants (AFR)

China halts gallium, dysprosium, terbium, yttrium exports to Japan amid diplomatic tensions (Reuters)

Former Labor minister Martin Ferguson warns Albanese a raised resource tax risks national interest (Australian)

Fenix secures regulatory approval for new iron ore mine in Mid West (BN)

Ghana drafts new mining law, cutting lease renewals to 10 years (MiningMX)

China's shipments of rare-earth magnets to the US remain 20% below pre-trade war levels despite truce (Bloomberg)

Copper price rises as China imported premium hits $100/t, Chile output losses increase (Mining.com)

Zimbabwe bans lithium concentrate exports from January; Zhejiang Huayou Cobalt plant lacks spare capacity (MiningMX)

TTM ($171m) - Titan Minerals confirmed Gina Rinehart’s Hanrine earned 51.0% of the Linderos Copper project after US$20m spend, triggering US$1m to Titan; it remains at 49.0% and free-carried to a decision to mine or US$120m for 80.0%

Seabridge Gold secures $100m loan to advance KSM gold-copper project in British Columbia (Mining.com)

ETM ($95m) - Energy Transition Minerals completed acquisition of the Penouta tin-tantalum-niobium mine in Spain, applying for a Section C concession to restart

FEG ($65m) - Far East Gold: Xingye’s unconditional off-market bid closes 29 Jul at $0.13, rising to $0.15 if >50% (voting power 33.9%)

London Gold offers $25m for Bocana Resources' Escala project in Bolivia (Mining.com)

Wiluna eyes $400m valuation in planned ASX public offering (Australian)

Cadillac and some of its backers are seeking to raise as much as C$363m in an IPO (Bloomberg)

ARN ($62m) - Aldoro raised $4.3m via 12-month 8% convertible notes (floor $0.365, cap $1) to advance the Kameelburg Critical Minerals project

KSN ($33m) - Kingston Resources' $8.5m entitlement offer at $0.035 closed 43.3% subscribed, with the shortfall to be placed under the underwriting

The Aurene/Ballard combination is hardly a new theory, and the logic has been obvious for some time. Aurene owns the neighbouring Mt Ida operation and holds about 8% of BM1 and has a 1.5Mtpa CIL plant processing ore from the same broader structures

Reports suggest Mt Ida is producing roughly 70koz a year, although Aurene’s private ownership limits disclosure

The endgame the market would love, which is why we think it’s more likely than not, is a combination with the pro-forma retaining BM1’s ASX listing

TVN ($638m) - Tivan appointed Robert Gerrard CEO (Australia), named Ellin Lede executive director and Brendon Nicol CTO, while CFO Tammie Dixon resigned

TCG ($523m) - Turaco Gold appointed Warren King as Project Development Director to lead the Afema gold DFS, targeting completion by Q2 2027

AUC ($452m) - Ausgold named Tammie Dixon CFO after Ben Stockdale became CEO

TOK ($333m) - Tolu Minerals Chair John Anderson will step down by Nov 2026

LML ($36m) - Lincoln Minerals appointed Alexander Ji as non-executive director

The Cobar Comeback... Pt 2 (Respeculator) Aurelia

Gold is in a hole... How low can it go? (Dryblower)

Why Twiggy is going it alone with a metal that China thought it owned (Australian op-ed)