BHP ($322B) - BHP produced 265Mt iron ore and 2Mt copper in FY26, delivering US$32.9B Underlying EBITDA and US$9.8B NPAT, declaring a US$0.99/share final dividend, and closing with US$8.7B net debt

DPM ($15B) - DPM declared commercial production at Vareš, with CY26 output now expected at the upper end of 105-130koz AuEq

AII ($5.8B) - Almonty announced a buy-back of up to US$300m over 36 months for up to 14.4m shares (~5%)

WGX ($5.5B) - Westgold declared a 13.5Mt at 2.6 g/t Au (1.1Moz) maiden Fletcher reserve at Beta Hunt and will advance a 4Mtpa Higginsville expansion DFS ahead of the 2.6Mtpa plan

DRR ($2.3B) - Deterra posted $164m NPAT (up 5%) and declared a 10.8c franked final dividend (23.2c total), after US$82m of asset sales cut net debt to $133m

MAH ($2.1B) - Macmahon reported $190m underlying EBIT(A) and $101m NPAT, cut net debt to $111m, guided FY27 EBIT(A) ~$215m, and declared a 1.25c dividend

IMD ($2.0B) - IMDEX posted FY26 revenue of $520m (+21%), EBITDA (normalised) $163m (+29%) and NPAT (normalised) $59m, declared a 1.75c fully franked final dividend (3.4c full-year), and ended with $199m net debt (1.3x leverage)

BRE ($1.3B) - Brazilian Rare Earths withdrew the Rocha da Rocha production target, replacing it with Monte Alto‑only case (NPV₈ US$6B; capex US$969m)

LYL ($751m) - Lycopodium was awarded the EPCM for the new San Cristóbal Silver Oxide project in Bolivia, worth $37m; works start immediately, FID pending

A4N ($733m) - Alpha HPA added a 1.4kt LOI with a South Korea ceramics supplier, taking HPA/ATH LOI coverage to 13.5kt

WC8 ($585m) - Wildcat ended its buy-back with 0 shares purchased

USL ($513m) - Unico Silver delayed the PFS for Joaquin and Cerro Leon to January 2027 to incorporate updated MRE and testwork

MMI ($451m) - Metro shipped 700kwmt bauxite in July after a one-week OFT outage, and guidance for CY26 is 6.6–7.1Mwmt

BCN ($350m) - Beacon in trading halt pending updated Iguana MRE and PFS

AAR ($279m) - Astral executed an LUA with the Marlinyu Ghoorlie for Mandilla, completing LUA coverage of all DFS tenements

XRF ($262m) - XRF posted FY26 revenue $64m and NPAT $10.5m with $11m operating cashflow and $8.5m net cash, declaring a 4.5c fully franked dividend

BGD ($258m) - Barton Gold extended Tolmer's silver zone to 500m, with 16m at 493 g/t Ag from 50m; met testwork will start

ACS ($257m) - Accent entered voluntary suspension pending ASX price query response | Who could’ve seen this coming

BRL ($106m) - Bathurst will lodge a Fast Track Approvals Act application for Buller Plateaux Continuation, targeting 20Mt coking coal over 25 years

CAY ($105m) - Canyon trading halt pending Minim Martap Bauxite project schedule and funding update

STM ($55m) - Sunstone hit 175.8m at 0.5 g/t AuEq from surface at Porotillo outside the 3.6Moz AuEq MRE at Bramaderos. MRE update due in Dec Q

QML ($46m) - QMines returned 35m at 2.88% Cu, 0.75 g/t Au from 107m at Mt Chalmers, Qld, in DFS metallurgical drilling

SFM ($38m) - Santa Fe reported 12m at 2.3 g/t gold from 160m at Satama, Côte d’Ivoire, with mineralisation over 2.5km strike

WAU ($29m) - WA Gold reported RC drilling at Bullabulling with 4m at 0.25 g/t gold from 40m, defining a 2.6km anomalous trend

NXM ($27m) - Nexus kept the updated Wallbrook gold MRE on track for end-September, with 23m at 2.39 g/t gold from 48m at Templar

TG6 ($22m) - TG Metals reported a 6.7Mt at 1.2% Li₂O inferred resource at Burmeister, Lake Johnston Lithium, DSO-focused, with ML application lodged

YUG ($21m) - Yugo reported 36.1m at 2.3 g/t gold from 51.8m at the Erak prospect within Sinjakovo

BHP reports 30% profit increase as copper revenue surpasses iron ore for first time (AFR)

Copper futures on LME near record $14,396/t amid supply squeeze (Bloomberg)

US Interior Department proposes seabed mining auction off Northern Mariana Islands for critical minerals (Mining.com)

China's Sichuan Yahua to start $200m lithium-sulfate plant in Zimbabwe by Q2 next year (Bloomberg)

Rio Tinto engages Macquarie to sell Mt Cattlin lithium mine (Australian) $100m floated, MinRes & Core named

AngloGold invests $42m to double stake in Thesis for Lawyers-Ranch project (Mining.com)

Codelco nears agreement with Pucobre for Tovaku copper project JV (Mining.com)

OceanaGold bids $776m for Ausgold all-scrip deal (BN)

Arizona Eagle acquires Arizona National, Lookout, and Silver Belt mines, expanding land by 18% in Yavapai County (Mining.com)

AUC ($735m) - OceanaGold announced the acquisition of Ausgold via scheme of arrangement, with AUC holders receiving 0.03365 OGC shares, implying $1.36/share ($776m total). AUC holders can elect cash up to $194m total

AKN ($40m) - AuKing will buy 100% of Green Exploration from Tusker for $800k

LM1 ($23m) - Leeuwin farmed out 70% of tenement E08/3668 to Arrow Minerals for $125k

NexGen holds talks with BHP as it seeks US$1B for uranium project (Reuters)

LunR Royalties establishes credit facility of up to $150m (Yahoo)

LRT ($99m) - Lowell Resources Fund plans a $10m placement at $2.01 for existing strategy | Presentation

AUQ ($32m) - Alara closed its entitlement offer, raising $3.8m

We think the acquisition of Ausgold is really encouraging in the gold developer space. Suddenly the corporate bid is there for the next tier of gold development projects.

And while earlier stage than Katanning, here’s an acquisition target we think will play out on a long enough timeframe.

Emerald is the obvious strategic owner of Unity Metals. UM1’s Ngot licence directly adjoins Okvau and hosts the same intrusion-related gold geology Emerald has spent a decade learning to explore and mine in Cambodia.

AAI ($19B) - Alcoa officer Andrew Hastings to sell 6k shares for US$305k

MIN ($13B) - MinRes joint company secretary Derek Oelofse resigned

BCM ($120m) - Brazilian Critical Minerals appointed Justine Lea as CFO, effective today

China is Now Mass-Producing Nuclear Reactors (B1M YouTube)

Australian mining's bitter productivity lesson (Dryblower)

China’s hunt for US tungsten escalates global critical minerals race (FT)

A succulent Chinese meal (Respeculator) MMG + potential interest in Solstice

The dark horse CEOs who are quietly generating the best returns (AFR) Luke Creagh - top of list

Banger

Performance Rights at meeting time - often an entertaining result to look at…