DPM ($12B) - DPM produced 102koz AuEq in Q2, with Vare contributing 35koz on ramp‑up from 117kt processed; buybacks totalled US$49m

NGEX.TO (C$5.2B) - NGEx drills 19m at 25.84% CuEq within 57.75m at 9.41% CuEq at Lunahuasi

SRL ($2.5B) - Sunrise Energy advanced Syerston Scandium FEED toward a Sep-quarter FID and commenced a 180tpa Sc₂O₃ expansion study; cash $115m | ▲ 7%

ALK ($1.9B) - Alkane drilling at the Björkdal gold mine, Sweden, extended mineralisation to 762m below surface along eastern and northern extensions

CYL ($1.5B) - Catalyst entered forward contracts for 30koz gold at $6,075/oz over 15 months from Aug 2026, covering a quarter of production

EQR ($1.5B) - EQR reported 13,050 mtu WO₃ from Mt Carbine and 15,265 mtu from Barruecopardo, delivering record quarterly sales of $79m and cash $28m (+82% QoQ) as APT hit US$3k/mtu

VMM ($466m) - Viridis lifted the Colossus REE MRE to 473Mt at 2,505 ppm TREO, with 31Mt measured satisfying debt financing requirements

CYM ($246m) - Cyprium will assess Nifty waste dump copper as heap leach/SXEW feed after 9m at 1% Cu from surface

VTM ($219m) - Victory sent heavy rare earth concentrate from its WA plant to offtakers in Australia, Japan and the USA, and deferred the North Stanmore PFS to Aug 2026 to include reclassified saprolite

AAR ($216m) - Astral reported 10m at 5.13 g/t gold from 37m at Theia, supporting Stage 1 development at Mandilla

BHM ($204m) - Broken Hill produced 95.8koz silver, 2.4kt lead and 3.3kt zinc in the June quarter after restarting Pinnacles

SPD ($155m) - Southern Palladium's DFS metallurgy for Bengwenyama estimates 85.6% chromite recovery at 42.2% Cr₂O₃ and 87.6% PGM recovery, implying 1.1Mtpa chromite concentrate at 2.4Mtpa RoM

OCN ($105m) - Oceana re-assays returned 50m at 4% TREO from 53m at Serra Negra, confirming 1km x 1.5km corridor

ASN ($70m) - Anson targets January 2027 completion of the DFS for the Green River Lithium project

ODY ($42m) - Odyssey’s Scoping Study for Tuckanarra, outlines 79koz Au, $3.4k/oz operating costs, $7m pre-production capex and $180m pre-tax cashflow at $6k/oz | ▲ 7%

WCE ($36m) - West Coast Silver confirmed a silver zone at Elizabeth Hill with 3m at 524 g/t Ag from 183m; RC drilling extended mineralisation outside the MRE | ▲ 6%

RIM ($35m) - Rimfire appointed Xcelsior, backed by Wogen, to secure funding and potential offtake for its NSW scandium assets

KSN ($32m) - Kingston extended A Lode at the Southern Ore Zone, Mineral Hill, with 77m at 3.4% CuEq from 154m

Australian and Indian governments ink uranium supply deal, boosting exports for Australian miners (AFR)

Chile lithium exports hit $3.2B in H1, nearly tripling year-on-year (Mining.com)

BHP faces strike by 236 workers at Port Hedland, threatening iron ore exports (Australian)

US Department of Defense seeks $300m of lithium carbonate for strategic stockpiles (Bloomberg)

MP Materials sells NdPr oxide to Japan & Korea amid slow US demand (FT)

Canadian gov’t proposes C$400m investment in Teck's Trail Operations facility (MiningMX)

Fortescue Zero reports £162m loss in 2025, nearly doubling (Australian)

Rio exits Sovereign's Kasiya project, granting full control to SVM (Mining.com)

Critical Metals considers asset sales to expedite Tanbreez (Mining.com)

WGX ($4.6B) - Westgold completed the Chalice gold divestment to Corazon: ~$13m ($8m cash + 19.9% scrip) plus $11m deferred on MRE milestones

LRV ($660m) - Larvotto exercised its option for exclusive copper rights at the Blockade copper mine, paying $400k in shares, with a $1m ML buy option and deferreds capped at $10m

USL ($409m) - Unico Silver will acquire 100% of the La Mata estancia for US$12m, securing the Joaquin silver/gold development footprint (US$3.5m cash now, US$2.5m in shares, then 3x US$2m deferred)

CBE ($319m) - Cobre raised $90m at 30c for Sierra Atacama upgrade

RAU ($32m) - Resouro will raise up to C$2m at C25c in a non-brokered private placement to fund Tiros PFS

Northern Star appoints former Perseus CEO Jeff Quartermaine as independent director amid Elliott pressure (West)

Greatland appoints Northern Star's Nick Strong as COO for Havieron (BN)

TEA ($2.3B) - Tasmea director Stephen Young bought $500k of shares

TM1 ($247m) - Terra appointed Ben Hammond CDO and Barry Jones GM Exploration & Op’s

ZEO ($165m) - Zeotech director Shane Graham bought $144k of shares

AT4 ($67m) - American Tungsten & Antimony appointed Casper Adson CEO; MD Andre Booyzen becomes Exec Director

The Resilience Pivot (Trader Ferg)

Ramblings & Ruminations: Mid-Year 2026 Overview (Paulo Macro)

Making Sense of the Gold Market (OCM Funds)

Why walking away from Vault could be Regis’ finest hour (AFR Street Talk)

First question to ask when reading Street Talk… who helped them come up with this one?