CCJ.NY (US$43B) - Cameco suspended operations at Cigar Lake due to challenges at Orano’s McClean Lake mill

NST ($29B) - Northern Star sold 1,543koz gold in FY26, meeting guidance, closed with $1.3B cash and bullion, no debt, and KCGM Mill Expansion targeting early FY27 commissioning. Suresh Vadnagra from Glencore will succeed Tonkin as CEO, and Michael Ashforth will succeed Chaney as chair

NXG ($9.4B) - NexGen re‑elected all nine directors despite dissent (up to 49.1% withheld for Richard Patricio), and renewed its rights plan

AII ($6.7B) - Almonty started processing at Sangdong, South Korea, producing tungsten concentrate

EMR ($3.8B) - Emerald produced 27koz gold in June quarter at AISC ~US$880/oz; FY26 ~100koz missed 105–120koz guidance; cash, bullion and investments $468m

LIN ($1.8B) - Lindian commenced mining after the first blast at the Kangankunde, with first production targeted Q4 2026

FFM ($1.4B) - FireFly set a Jul–Aug 2026 PEA for Green Bay after 42m at 6.1% CuEq from 413m

MEI ($436m) - Meteoric converted from NL to a company limited by shares

BTR ($335m) - Brightstar reaffirmed June 2027 first gold at the Goldfields project and bought $5,809/oz puts over 60,000oz (deferred $31m premium)

TM1 ($273m) - Terra reported 194m at 0.71 g/t PGE₃ and 0.11% Ni from 58m at the Southwest discovery, Dante

HGO ($177m) - Hillgrove reached 1.8Mtpa at Kanmantoo; Emily Star Stage 2 FID expected in the September quarter

GHM ($117m) - Golden Horse reported 8m at 9.1 g/t gold from 124m at Hopes Hill

SRZ ($102m) - Stellar lifted Severn MRE 64% to 8.5Mt at 0.8% Sn (70kt), taking Heemskirk tin resources to 115kt contained tin | ▲ 7%

LRM ($92m) - Lion Rock outlined a 130km² rutile corridor across Mboma–Loum, highlighted by 5.8m at 69.2% rutile in HM from surface

VHM ($76m) - VHM entered a life-of-mine rare earths concentrate offtake with Iluka and a $40m convertible note funding package | ▲ 74%

BKB ($68m) - Black Bear hit 11.9m at 148 g/t Ag from 78.9m at Shafter Silver, Texas, outside the MRE | ▲ 10%

TNC ($58m) - True North hit 24.5m at 4.2% CuEq from 117m in a new structure | ▲ 5%

AW1 ($48m) - American West extended West Desert mineralisation to ~1.6km, with 1.1m at 20.8 g/t indium and 8.6% zinc from 577m

STM ($39m) - Sunstone reported 213m at 0.53 g/t AuEq from surface at Bramaderos, with MRE upgrade in Sept

ORD ($34m) - Ordell’s AC at Fisher South hit 14m at 0.15 g/t gold from 45m within a 2km anomaly

FUN ($31m) - Fortuna produced a 96.7% TiO₂ rutile product from met testwork at Mkanda | ▲ 7%

KSN ($31m) - Kingston reported 19m at 10.8 g/t Au, 0.6% Cu from 41m at Red Terror

ALM ($31m) - Alma bought a 16-person exploration camp for Briggs copper, allowing second rig and doubling capacity ahead of PFS drilling

Fortescue pays up $150m in minutes after years of battling Yindjibarndi in the courts (Australian)

Antofagasta agrees spot-indexed copper concentrate sales with some Chinese smelters, breaking decades-old pricing practice (Kitco)

US fossil fuel power spending to beat China for the first time in decades (FT)

US Aluminium smelter idled since 2024 to restart as Trump looks to revive industry (Bloomberg)

Northern Star appoints Glencore exec Suresh Vadnagra as CEO (West)

China restricts purchasing of Fortescue's iron ore cargoes (Kitco)

BHP seeks to reopen Cerro Colorado copper mine in Chile with US$1.5B investment (West)

Argo Natural Resources buys Bowen Coking Coal in $120m deal securing 250 jobs (Australian)

CMM ($5.7B) - Capricorn agreed to sell the Big Springs Gold project in Nevada to Sentinel for up to $26m (incl. $12.5m contingent), conditional on a $15m raise

PAF ($4.8B) - Pan African implemented the scheme to acquire Emmerson

IPX ($1.3B) - IperionX completed the Camden acquisition in Tennessee, adding 70 acres of surface stockpiles grading up to 23% THM and 180 acres pre-stripped

SHN ($104m) - Sunshine completed the Mt Moss acquisition for $18m

KCC ($36m) - Kincora executed agreements to sell its assets in Mongolia to a Tumen Ail Coal subsidiary for US$10m

FRS ($569m) - Forrestania raised $310m at $0.40 (5.9% discount) to fund Edna May acquisition from Ramelius, with T2 subject to shareholder approval

SNM ($71m) - Sentinel in trading halt pending acquisition and capital raise

Suresh Vadnagra has the look of an Elliott-compatible appointment, at minimum. Elliott’s mining push has been closely tied to Sandeep Biswas via the proposed Hyperion vehicle, while Vadnagra was a senior Newcrest executive under Biswas.

That does not prove Elliott picked him, but it gives the appointment a very neat activist smell. Elliott wanted an external operator to fix Northern Star’s execution discount, and NST has hired a Newcrest-era projects man with no historic attachment to the empire.

The kicker is the contract: a $1.6m cash sign-on, payable on change of control before he even starts. Quite the welcome mat for a sale process.

NEM ($146B) - Newmont’s Peter Toth filed to sell a further US$277k

PDN ($4.2B) - Sprott ceased to be a substantial holder in Paladin

SBM ($575m) - St Barbara director Joanne Palmer resigned

AMI ($474m) - Aurelia CFO Martin Cummings becomes Interim CEO as Bryan Quinn departs; Leigh Collins appointed Interim CFO

SLS ($394m) - Precision took its stake in Solstice to 6.7%

NVA ($247m) - Nova appointed Joshua Girnun as a NED

PEN ($209m) - Sprott lifted its Peninsula stake to 10.3%

NNL ($74m) - Nordic appointed Robert Wrixon as MD

This $10b M&A deal is unlike any other. AI and Trump are at its core (AFR Chanticleer) S32/Alcoa

In Good Company interview with Andrew Forrest (YouTube)

Battery metals recovery runs into stop-start EV market (Reuters op-ed)