DBI ($2.6B) - Dalrymple Bay lifted TY-26/27 distribution guidance to 28.62 cps (up 8.5%) on a forecast TIC of $4.02/t; Q1-26 distribution 6.75 cps

ORE ($1.6B) - Orezone produced 39koz gold at AISC $2.2k/oz in Q1, earning $25m in free cash flow, closing with $48m cash

PMT ($1.2B) - PMET received non-binding support letters from EDC and KfW IPEX‑Bank for Shaakichiuwaanaan financing; VW Finance will invest C$12m, taking its stake to 9.6%

MC2 ($1.2B) - Marimaca signed a non‑binding MOU for a JV to use the PADA plant to self‑supply sulphuric acid for MOD

CXO ($1.0B) - Core Lithium restarted mining at Grants at Finniss, targeting first ore Sept quarter & first spodumene shipment Dec

BNZ ($681m) - Benz confirmed WO₃ across the 12km Glenburgh corridor, with 26m at 0.24% WO₃, and started tungsten metallurgy

MEK ($354m) - Meeka extended Rosapenna to 670m strike, with 8m at 1.8 g/t gold from 78m

STN ($262m) - Saturn said an Apollo Hill MRE upgrade is due in weeks, as it hit 16m at 2.46 g/t gold from 47m

BHM ($244m) - Broken Hill restarted open-pit mining at Pinnacles; first ore trucks to the Rasp plant in the June quarter

PSC ($236m) - Prospect updated the Mumbezhi MRE to 208Mt at 0.42% Cu (0.49% CuEq), for 877kt copper and 262koz gold

BGD ($213m) - Barton Gold shared assays at Challenger 3, intersecting 6m at 4.46 g/t gold from 30m

GPR ($154m) - Geopacific's DFS for the Woodlark gold project outlines post-tax NPV₈ $1.3B at $5.5k/oz, AISC $2k/oz and 100koz/y on $535m pre‑prod capex; ~$650m funding and mining licence deadline extensions are required | ▲ 10%

GBM ($118m) - GBM reported 21m at 2.5 g/t gold from 158m at 309, east of the resource

ASN ($104m) - Anson's Green River scoping study outlines 10ktpa lithium carbonate from 2029 with US$569m capex, OPEX US$3.8k/t and post‑tax NPV₈ US$896m

ODY ($51m) - Odyssey Gold secured 2027 toll-milling for 600kt from Tuckanarra with Gylden, subject to restart and mine decision by Sep 2026 | ▲ 6%

AGR ($50m) - Aguia lifted Santa Barbara head grade to an estimated 12 g/t, with 10.3 g/t gold recovered in the latest batch

LKY ($49m) - Locksley reported an inferred resource of 1.3 Mt at 1% copper and 0.6 g/t gold at Iron Duke

WCN ($45m) - White Cliff will distribute shares in Hydrocarbon Dynamics in specie at 1‑for‑15.6 | ▼ 9%

OD6 ($44m) - OD6 says Union Carbide testwork at Quinn produced 97.8% CaF₂ at 70% recovery; modern testwork starts this quarter | ▼ 7%

CAV ($43m) - Carnavale updated the Kookynie MRE to 855kt at 4.4 g/t gold for 120koz

MRD ($36m) - Mount Ridley began Phase 1 met testwork with Nagrom at Grass Patch to define processing for HREE, scandium and gallium

EMC ($29m) - Everest updated Mt Edon MRE to 4.3Mt at 0.23% Rb₂O and 0.10% Li₂O, and lodged a mining proposal

The fight between Forrest and fellow miners on overhauling the diesel tax subsidy has blown open (AFR)

Mining stocks will rocket ASX to record within a year: Morgan Stanley (AFR)

Indonesia cuts 10-15% high-grade nickel pig iron capacity at Weda Bay (Bloomberg)

Agnico approves US$2.4B investment in Hope Bay mine, targeting 400-435koz gold annually (WSJ)

Mark Carney announces construction of Nouveau Monde Graphite's $1.5B Matawinie mine in Quebec (PM)

Tianqi Lithium CEO Frank Ha highlighted the underestimated lithium demand for electric ships and trucks (FT)

WGX ($4.9B) - Westgold to sell Chalice to Corazon for ~$26m: $8m cash, $6.7m scrip (19.9%) and $11m deferred, with board nominee rights

SSR Mining is selling its 20% Hod Maden (Türkiye) stake to Lidya Mines for a 4% NSR royalty. Simultaneously, Royal Gold will sell 15% of its interest to Lidya for a 2.5% NSR, keeping a 15% stake (MW)

China and US entities in showdown as Andrew Forrest looks to offload his 60% stake in Yangibana (Australian) Shenghe named

WIA ($739m) - Wia Gold raised $92m at 46c to advance Kokoseb development

ORN ($239m) - Orion entered a trading halt pending a capital raise

MMA ($79m) - Maronan raised $22m at 35c to Kinterra, taking Kinterra to 19.9%

LEX ($30m) - Lefroy is in a halt to raise capital

Sinomine seeks US$760m for African lithium and copper projects (Bloomberg)

Tony Ottaviano has never minced his words on Liontown’s eventual M&A intentions (remember the stir from the Fastmarkets interview at a very different part of the cycle?)

So take Liontown M&A goss with a grain of salt, they have been measured and focused on KV to date. But this one is interesting.

Our sources tell us that Liontown was spotted kicking rocks at West Musgrave, currently subject to a sale process from Ottaviano’s former employer, BHP.

CYM ($249m) - Tribeca bought $2.3m of Cyprium, lifting its stake to 14.2%

AEU ($153m) - Atomic Eagle director Grant Davey bought a further $72k of stock

PNN ($41m) - Power Minerals NED Caue Araujo resigned effective today

EVG ($28m) - Evion appointed Mal Randall as Chair. Warrick Hazeldine resigned | ▼ 18%

GRE ($20m) - Alien Metals sold 9.1m Greentech shares on-market

Money for Nothing; Geeks for Free (Strictly Boardroom)

WA miners are already decarbonising. Just not how the critics think (AFR op-ed)

Jeff Currie Says Commodities Are Poised for Supercycle (Bloomberg TV)

We think its worth keeping an eye on the Kinterra investment into Maronan today. Lets not forget the beautiful competitive outcome that unfolded for New World last year thanks to Kinterra. And to us, this deal looks designed to try to elicit a competitive dynamic. Trouble is, who would really want to go toe-to-toe against Kinterra?

To us, Kinterra is not the sort of group that has a preference for 19.9% stake. They want 100% control, it’s the PE playbook. Let’s see what shakes out over the next six months.