YAL ($8.1B) - Yancoal renewed coal sales/purchases with Glencore, setting 2027-29 caps, and US$1.2B/year HVO distributions to Anotero; it also set caps with Yankuang (US$110m) and POSCO (US$90m)

WHC ($6.5B) - Whitehaven’s Winchester South coal project received a QLD Land Court approval recommendation

SRL ($2.3B) - Sunrise approved FID for the Syerston Scandium project, NSW, targeting 60tpa Sc₂O₃ from 2H 2028 with US$322m capex, supported by a conditional US$400m OSC debt commitment

KCN ($1.2B) - Kingsgate produced 14.8koz gold and 188koz Ag at AISC US$2,514/oz, cash +$23m to $109m

SBM ($1.0B) - St Barbara secured approval to restart processing at Touquoy from 3 Nov, while IAAC imposed a federal assessment on the 15-Mile Processing Hub, adding risk to the mid-2028 build target | ▼ 8%

BMC ($667m) - BMC updated feasibility study for Kudz Ze Kayah, Yukon, outlines after-tax NPV₅ US$1.7B, 54% IRR, US$665m capex and 22Moz AgEq, but the Quartz ML and Type A Water Licence remain outstanding

A4N ($632m) - Alpha HPA will start drawdowns of the $160m EFA Critical Minerals Facility for Stage 2 HPA First from Q1 CY27

G6M ($587m) - Group 6 repaid $11.5m of debt early ($10m senior, $1.5m bridging) before 30 Apr 2027 maturity, holding $54m cash at 30 Sep

FML ($501m) - Focus sold 30koz gold at $5,989/oz in the quarter, closing cash $185m plus a $95m term deposit; paid an 8c final dividend

LRV ($427m) - Larvotto commenced production at the Hillgrove with a 68t antimony concentrate shipment under its Wogen offtake

CHN ($382m) - Chalice made a copper-gold discovery at Kestrel, Warrego North, NT, with 27m at 0.42% Cu, 4.8 g/t Au from 78m

MM8 ($371m) - Medallion targets first gold at Forrestania in weeks as infill at Kundip hit 3m at 17.8 g/t Au from 66m

SLS ($349m) - Solstice reported 41m at 2.8% Cu from 19m at the Nanadie copper-gold project, including 10m at 9.4% Cu from 44m

NTU ($229m) - Northern Minerals secured approvals to start construction at the Browns Range, with FID pending funding

MCM ($215m) - MC Mining temporarily suspended all operations while finalising funding

CYM ($211m) - Cyprium started commissioning at the Nifty, guiding first copper cathode in coming weeks; quarter-end cash $37.6m and up to $83m funding announced post quarter

AR1 ($159m) - Austral produced 1.5kt Cu, 21% below guidance on acid shortages and crushing upgrade, and set Q4 guidance at 1.3–1.6kt | ▼ 13%

AEU ($155m) - Atomic Eagle executed a Mining Convention with Niger, restoring 60% and operatorship of Madaouela (116.5Mlb U₃O₈), and paid US$5m upfront | ▼ 7%

FAL ($110m) - Falcon reported 16m at 2.2 g/t gold from 8m at Olsen Well

LOT ($96m) - Lotus shipped the first 145klb of U₃O₈ from Kayelekera, with deliveries expected by year-end

BRL ($91m) - Bathurst said its Buller Plateaux Continuation fast‑track application was deemed incomplete by the EPA and resubmitted on 29 Oct

MKR ($90m) - Manuka achieved full Au processing capacity at Wonawinta post‑quarter, after restarting in August and processing 43kt (797oz in circuit); it closed with $581k cash and $60m borrowings | ▼ 6%

ARN ($83m) - Aldoro entered a halt pending a strategic partnership announcement

TER ($66m) - TerraCom sold 1.6Mt coal, maintained Blair Athol FY27 guidance at 2–2.2Mt, closed with $3.3m cash, and reported Blair Athol FOB costs up to $171/t

CTO ($59m) - Citigold's JV with Native Minerals over the Stockholm tenements gives NMR operatorship and a 50:50 post-costs split via Blackjack

GW1 ($58m) - Greenwing halted pending San Jorge lithium brine partnership announcement

DRE ($57m) - Dreadnought outlined a ~1.5km trend at Black Oak, WA, with 15m at 0.9 g/t gold from 27m; RC drilling Nov-Dec

MAT ($46m) - Matsa proposed a DOCA for its subsidiaries, with $19.2m to pay creditors 100c/$, administrators recommending approval, and subject to Deutsche Balaton consent and possible court orders to bind Blue Cap

CAE ($33m) - Cannindah extended a Southern Shoot interval at the Mt Cannindah project to 135m at 1.12% CuEq from 214m

RCM ($29m) - Rapid reported 4m at 2,089 g/t Ag from 24m at the Webbs Silver project

FUN ($29m) - Fortuna hit 24m at 1.27% rutile from surface at Kahuna, supporting extension below the 8m MRE base

GA8 ($29m) - GoldArc secured approval for Mt Stirling and Mt Stirling Well, enabling BML funding under 50/50 net profit share

ILT ($27m) - Iltani reported 106m at 143 g/t AgEq from 8m at Orient East, with an updated Orient MRE due this quarter | ▲ 10%

RIM ($27m) - Rimfire will pay $350k to settle its HoA dispute with Golden Plains, with proceedings to be dismissed

HAR ($26m) - Haranga appointed Patrick Mutz as CEO and will fold Lincoln Gold restart work into a PFS

AKN ($24m) - AuKing is in halt pending Tundulu, Malawi exploration results

IMA ($22m) - Image produced 50kt HMC in Q3 at AISC $415/t, ended with $9m cash (-$4m QoQ), and extended its Billion Sunny prepayment to 30 June 2027 | ▼ 5%

Iron ore futures in Singapore hit lowest month-end close since October 2022 amid high Chinese stockpiles (Bloomberg)

MinRes begins $490m underground expansion at Mt Marion lithium mine (West)

Codelco dismisses 8 staff amid copper output scandal (Bloomberg)

KoBold seeks US state department aid for $50m lithium exploration in DRC amid China delays (FT)

Endurance’s Abra mine posts $164m net profit for FY26, reversing prior losses (West)

Australian govt won't appeal court's removal of block on McPhillamys (Australian)

Gold prices plunge to one-year low below $3,900 (Kitco)

MAH ($2.1B) - Macmahon completed the acquisition of Aspect Engineering for $75m EV

EZL ($213m) - Euroz Hartleys completed the $145m cash sale of its Capital Markets business to BMO

WEC ($186m) - White Energy bought the South Galilee Coal project in Qld from the AMCI for $500k upfront, $1.5m on MLA grant and a $2/t royalty capped at $18m

TTM ($156m) - Titan is in a trading halt pending funding arrangements

GHM ($117m) - Golden Horse will demerge the Sorrel Copper project into Sorrel Metals via in‑specie shares, targeting early 2027 completion

EL8 ($104m) - Elevate completed a 5% acquisition of Marenica, taking Marenica Uranium project, Namibia, to 90% for 5.7m shares ($1.1m)

ACS ($93m) - Accent settled the sale of the Norseman gold project to Boomerang Mining Capital, receiving $3m, retaining 100% iron ore and PGEs rights and a 4% gross revenue royalty, with a 50% buyback for $4m

BH6 ($67m) - Broken Hill Gold completed the demerger of Alice River and St George into Manda Resources, with an in‑specie distribution proposed

MAT ($46m) - Matsa completed the $55m sale of five Lake Carey tenements to AngloGold, while the Devon Pit remains in receivership

CZR ($44m) - CZR withdrew its off-market takeover offer for Zuleika

M4M ($33m) - Macro signed a binding agreement to sell the Agbaja Iron Ore project in Nigeria to RSIN Nigeria for US$5.7m | ▼ 8%

AKA ($31m) - Aureka will issue 53m shares at 12c to acquire 100% of High Grade Holdings ($6.4m scrip)

CYM ($211m) - Cyprium raised $20.7m at 33c, launched a $5m SPP, and signed a term sheet for an additional US$40m with Nebari

SKM ($30m) - Skylark raised $20m at 24c to fund Zaranou drilling, with PDI investing $5.1m to take a 9.9% stake

NRL ($21m) - Northstone is in a trading halt pending a capital raise announcement

Appian engages with EBRD on critical minerals funding initiatives (Reuters)

Abenójar Tungsten raises $190m in London IPO to develop European tungsten deposit (Mining.com)

Golden Horse is spinning its NT copper assets into Sorrel Metals. Portfolio tidy-up, or management lifeboat ahead of a deal?

Remember OreCorp spun out Solstice before Silvercorp came knocking. Peel and Hammer have pursued similar SpinCos alongside takeover proposals.

There's no shortage of potential suitors. Forrestania has an Edna May mill hungry for feed, Emerald holds 19.9% and recently arranged an acquisition facility expandable to US$400m, while Catalyst, whose interest we've previously reported, may have its hands full after Friday's horror show.

Always prudent to launch the lifeboat before selling the ship.

WES ($84B) - Wesfarmers director Michael Chaney resigned

PC2 ($362m) - Perennial took a 5.1% stake in PC Gold for $1.5m

MMI ($238m) - Pinnacle sold $2.7m of Metro shares, falling below 5%

MLG ($120m) - Sohra Peak bought $3.3m of MLG, taking its stake to 5.2%

TZN ($68m) - Mt Aurealis took a 5.6% stake in Terramin via $4m rights shortfall

JAV ($24m) - Forrestania built a 5.2% stake in Javelin | another one

Why Critical Mineral Shortages Are a CEO Issue (BCG)

Benchmarking the Capital Efficiency of the Major Diversifieds (MVA)

Copper Sold Out Everywhere? (Sinamin) China con imports lower, Chile output lower, Peru to become #1 con exporter? 2027 precursor?

The power cable that could make or break Victoria (AFR) What does a state/nation do that cannot build infrastructure on time/budget…?

Regis is certainly gaining ground. Unfortunately, most of it appears to be waste.