PDN ($5.4B) - Paladin signed an MBA with the Birch Narrows Dene Nation backing the PLS uranium project, aiding permitting

LTR ($3.6B) - Liontown produced 392kt spod concentrate at 5.1% Li₂O in FY26, $93m NPAT and $182m operating cash, targeting a 2.8Mtpa run-rate by end FY27 with expansion FID due next month

KCN ($1.4B) - Kingsgate posted $344m EBITDA and $278m NPAT in FY26 from 86koz Au and 766koz Ag at AISC of US$2,123/oz, declared a 10c unfranked final dividend, and closed with $179m cash + bullion

IPX ($1.1B) - IperionX secured a second U.S. Army SBIR task order, US$11.5m (up to US$25m), to expand titanium powder‑to‑part manufacturing in Virginia

BC8 ($820m) - Black Cat produced 91koz gold in FY26, delivering $374m revenue, $86m NPAT and $225m operating cash flow, and closed with $105m in cash, bullion and listed investments

A4N ($784m) - Alpha HPA posted a $43m net loss, with Stage Two of the HPA First facility on budget and schedule and end-user LOIs now >12ktpa

VMM ($573m) - Viridis delivered a first 5kg refined MREC from Colossus to Brazil's CIT SENAI ITR, feeding a mine-to-magnet rare earths chain | ▼ 5%

WC8 ($550m) - Wildcat reported 16m at 1.5% Li₂O from 116m at Bolt Cutter Central, WA; maiden MRE targeted Q4 CY26

MGX ($437m) - MGX signed a $38m contract with Macmahon for the Groundrush underground decline at the Central Tanami JV in NT

AZY ($435m) - Antipa started diamond tails to test AEM conductor at Tim’s Dome after 10m at 1.5 g/t gold from 242m

MMI ($427m) - Metro shipped 1.9m wmt bauxite in H1, reported a $20m net loss, and ended with $24m cash and US$31.5m senior debt | ▼ 9%

SLS ($339m) - Solstice hit 83m at 0.96% Cu, 0.44 g/t Au from 143m at the Nanadie copper-gold project, extending mineralisation to 1.3km strike

BM1 ($336m) - Ballard had the West Knell mining lease granted and reported 91% metallurgical recovery at Baldock

BGD ($291m) - Barton reported 24m at 4.51 g/t gold from 47m in infill RC at the Tunkillia gold project

MRT ($291m) - Maritana declared a maiden underground reserve at Rose Hill of 420kt at 2.3 g/t gold for 31.6koz, with ore to be hauled to the Black Swan processing hub targeting first gold in H2 CY27

WTM ($240m) - Waratah sees Spur Gold, extending ~150m west, with 30.5m at 0.96 g/t gold from 8m

ARR ($216m) - American Rare Earths set a late Q2 2027 target to produce rare earth oxide from its pilot plant

AR1 ($188m) - Austral posted $25m NPAT in H1 and $72m cash, driven by a $41m gain on the Noranda Pacific acquisition

WWI ($187m) - West Wits produced 0.2koz gold and posted a $10m net loss, closed with $32m cash, and secured R1.115B project finance for Qala Shallows

GML ($186m) - Gateway is in halt pending Yandal exploration results

TAM ($169m) - Tanami signed a $38m deal to build the Groundrush decline, targeting >400koz inferred-to-indicated conversion

EL8 ($144m) - Elevate reported U‑pgrade results at Marenica Uranium: 88% mass rejection to 590 ppm U, enabling acid leach | ▼ 8%

VAL ($135m) - Valiant reported 7m at 4.6 g/t gold from 861m at South Emu-Triton, outside the 224koz resource

BCM ($133m) - Brazilian Critical Minerals appointed Altris Engineering, which led the BFS, to lead FEED

PHO ($81m) - PhosCo achieved up to 34% P₂O₅ concentrate at 73.5–77.8% recovery in testwork at the Gasaat Phosphate project

LAC ($78m) - Lac Gold reported 46.5m at 1.99 g/t Au from 21m at Astoria in the Rouyn Gold project, Québec

KZR ($55m) - Kalamazoo reported 20m at 19 g/t gold from 2m at Mt Olympus, to feed an updated MRE in Q4 CY26 | ▲ 8%

QML ($51m) - Qmines reported 32m at 1.99% Cu, 0.39 g/t Au and 2.6 g/t Ag from 138m at Mt Chalmers

GA8 ($44m) - GoldArc confirmed a blind vein system at Whistler, Leonora South gold project, with 2m at 4.1 g/t gold from 70m

GSN ($33m) - Great Southern hit 14m at 1.1 g/t gold from 36m north of Mon Ami Gold

CST ($28m) - Castile released an updated scoping study for Rover 1 in NT, outlining an 11-year mine with pre-tax NPV₈ $1.1B and pre‑prod capex $171m, replacing the retracted prior mining schedule

M79 ($26m) - Mammoth intersected 10.7m at 3.8 g/t Au from 198m, 700m from the Buster mine at Excelsior Springs

HTM ($25m) - High-Tech updated the Mt Fisher gold project, MRE to 0.8Mt at 2 g/t Au for 51koz (up 47%)

HWK ($21m) - Hawk gained a Mining Entry Permit for the Olympus scandium project, WA; PoW consent expected in Sept to start exploration | ▲ 6%

JAV ($21m) - Javelin obtained mining approval for Eureka; $25m MEGA funding remains subject to an ore purchase agreement

WorkSafe charges Northern Star and Coogee Chemicals over Thunderbox mine cyanide death (West)

Global solar panel makers reduce silver use, threatening demand as prices rise (Bloomberg)

Glencore takes $480m provision for Radiant World's $951m debt amid document falsification concerns (Mining.com)

Alexander McCulloch sentenced for insider trading of Beacon shares (West)

MI6 ($2.0B) - Minerals 260 acquired 367km² of tenure near Bullabulling, for $250k cash plus $1m in shares at $0.757; an expanded ML was also granted covering the PFS area

LIN ($1.4B) - Lindian agreed an option with Summit Atom Rare Earth Company over 13.4kt HREE stockpile plus 12-month exclusivity to 15–20kt more for SARECO feed

FRS ($652m) - Forrestania shareholders approved the Edna May acquisition

ASM ($337m) - Australian Strategic Materials implemented its schemes with Energy Fuels

AS1 ($303m) - Asara will acquire the Damissa Koura and Kankan West permits, with 5m shares at $0.15 (12‑month escrow) as consideration; Kada MRE 92.9Mt at 0.70 g/t Au (2.08Moz)

CAY ($101m) - Canyon faces Takeovers Panel interim orders halting A2MP Investments' off‑market bid processing of acceptances or waiving of conditions

WEC ($82m) - White Energy executed deals to acquire EGR and OC2, the Lolley No. 1 and Tin Hut Creek assets, for $5m in scrip plus $4.5m cash, alongside a $15m raise | ▲ 14%

ZNC ($58m) - Zenith is under Takeovers Panel interim orders requiring Forrestania to extend its bid to 14 Sep and not process acceptances

B2Gold and Perseus rival PDI for $840m acquisition of Turaco in Côte d'Ivoire (Australian)

Rio receives bids for $300m Mt Cattlin; Develop & Delta interested (Australian)

Nathan Tinkler gains control of White Energy as shareholders approve acquisition plan (AFR)

Anglo and Teck face Glencore's tough negotiations over Chile copper mine merger, targeting $1.4B annual profit boost (FT)

ASL ($600m) - Andean Silver is raising $40m at $2.45

HAS ($68m) - Hastings raised $1m at $0.27 to fund working capital

AGY ($68m) - Argosy is in a trading halt pending a capital raise

PL3 ($33m) - Patagonia Lithium raised $8m at 10c, with Jose Luis Manzano and Magnus Capital each subscribing $1.5m

Asara’s Kada is starting to look like a genuinely interesting gold development project. The resource now stands at 2.1Moz, with a meaningful 0.73Moz of Indicated oxide, giving Asara a solid base from which to build the DFS.

There is also plenty still to test, with most drilling concentrated at Massan. With Jeff Quartermaine in the chair and the project steadily de-risking, Kada has the hallmarks of something that could attract a larger gold producer.

Our read, though, is that AS1 ultimately gets the chance to build it (sorry to disappoint readers expecting a deal rumour). And they’re fast-tracking their way there, forget the PFS milestone altogether, DFS is next.

NST ($35B) - Northern Star’s CFO and interim CEO Ryan Gurner will leave on 30 Nov

S32 ($23B) - South32 director Matt Daley sold $586k of shares to cover tax, while Stephen Pearce bought $209k

RMS ($7.4B) - First Sentier sold $2.3m of Ramelius shares

WAF ($4.5B) - L1 sold $51m of West African shares, cutting its stake to 8.5%

CIA ($2.0B) - Champion Iron director Jessica McDonald resigned

A1M ($678m) - AIC Mines appointed Mark Le Messurier as NED, with Brett Montgomery retiring

SVL ($366m) - Silver Mines appointed David Morgan as CFO,

PEN ($171m) - Davidson Kempner sold $2m of Peninsula shares

ENR ($146m) - Encounter appointed Simon Hay non-exec chair, with Will Robinson moving to MD/CEO and Jardee Kininmonth becoming CDO

AUQ ($47m) - Alara director Vikas Jain acquired $541k of shares

CPN ($37m) - Farjoy and Tim Robertson bought $773k of Caspin shares

MNB ($23m) - Minbos CFO Blair Snowball resigned

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