ELV ($1.8B) - Elevra produced 54.5kt spodumene con, sold 34kt at US$919/dmt on lagged contracts finished, with pricing to align with spot

PNR ($861m) - Pantoro produced 77.4koz Au in FY26, ended with $223m cash and bullion (no debt), and guided to 90–105koz at AISC of $2.8k–$3.4k/oz in FY27, weighted to H2 | Reported after open yday, down 10%

ASN ($70m) - Anson received SMO approval for 10ktpa lithium carbonate plant at Green River Lithium project, Utah, with all major permits granted | ▲ 9%

MAT ($62m) - Matsa reported 15.2m at 2.93 g/t gold from 298.8m at Fortitude North, Lake Carey gold project, WA

GDM ($23m) - Great Divide Mining reported Coonambula assays confirming 730m strike, 12m at 1 g/t gold from 128m, earning Dart Mining 45%

PGD ($17m) - Peregrine outlined 4km of gravels at Newman gold’s Capricorn and lodged a 202ha MLA, with samples to 13.5 ppm gold | ▲ 27%

US strikes disrupt Khamenei’s funeral as truce collapses (AFR)

Queensland slams Chris Bowen’s gas scheme, demands GST review (Australian)

Macquarie warns copper price rally is unsustainable despite global stockpile build-up (Mining.com)

Australian government resumes uranium exports to India under new bilateral agreement (BN)

Albanese gov’t policies embolden unions in BHP's Pilbara operations, risking economic impact (Australian)

Canada and Saudi Arabia unveil over C$1B in mining deals (Reuters)

AKN ($53m) - AuKing in trading halt pending capital raise

CVR ($20m) - Cavalier secured binding debt term sheets with Javelin Global Commodities (US$13m prepay) and Ottomin ($5m loan) for the Crawford gold project, with 6,999oz over 20 months and completion subject to definitive documentation | ▲ 9%

We hear AngloGold Ashanti’s appetite for staying in Australia has increased materially, underpinned by encouraging exploration success around Sunrise Dam.

That puts Matsa’s optioned ground in a different light. The long-running market rumour was that M39/411 matters strategically for access across Lake Carey toward Butcher Well.

More importantly, Anglo’s latest drilling extends from its own tenure onto Matsa’s M39/599 and outlines a 2km mineralised trend.

The option structure is favourable to Anglo, with the exercise price tied to the original 936koz resource base. If the new drilling is genuinely material, Anglo can acquire strategic tenure and emerging discovery upside without fully repricing the deal.

M39/411 may provide the corridor. M39/599 may provide the ounces.

SMI ($424m) - Peter Cook bought $709k of Santana shares

IXR ($85m) - Ionic appointed Sean Sargent as COO EMEA to lead Belfast rare earths magnet recycling commercialisation

LLM ($65m) - Lakeville lifted its stake in Loyal to 6.1%

FEG ($63m) - Eloquent acquired $6.8m of Far East Gold shares off-market for the Lindenburg acquisition

SKM ($39m) - Skylark director Nikolai Zelenski bought $116k of shares

We’re back (for now) (Respeculator Substack)

Will former Newcrest CEO Sandeep Biswas feature in Elliott’s tilt at Northern Star? (Australian op-ed)

Oil up, market down: here we go again (AFR’s Chanticleer)

Picking Matt and Joe's Brain on Coal (Trader Ferg)

As union strike brews, BHP’s new boss faces a fight that will define more than the miner (Australian op-ed)

Junior Mining Shams and Scams – Part 1 (Ken Kutchling)

Bloom Energy short report (Crossroads Capital) scandium deep dive included

The gold drawn has been brutal enough…

MEK & PNR both down 65%+ in a few months