GMD ($8.5B) - Genesis produced 285koz gold at AISC of $2,670/oz in FY26, delivering $952m EBITDA, $602m NPAT and $520m cash, declared a 5.0c fully franked dividend, and guided FY27 to 270–300koz at AISC $2,750–3,050/oz

RMS ($6.8B) - Ramelius posted underlying EBITDA $765m (74% margin) on 192koz gold at AISC $2k/oz, closed $650m cash/bullion, and declared a 3cps final dividend; FY27 guidance and 4‑year outlook due in September (9am Perth call)

VAU ($6.2B) - Vault produced 337koz gold, delivered $953m underlying EBITDA and $278m NPAT, closed with $842m cash & bullion (no debt), and guided to ~365koz

RRL ($5.6B) - Regis produced 379koz gold at AISC $2,945/oz in FY26, delivered $715m NPAT, and declared a final 20cps (incl. 5c special); FY27 guidance maintained at 360–400koz (10am Perth call)

PDN ($4.6B) - Paladin re-reported JORC reserves at PLS’ Triple R: 3Mt at 1.4% U₃O₈ for 93.7Mlb

ALK ($2.2B) - Alkane declared a maiden 2c fully franked dividend and approved an on‑market buy‑back of up to $50m over 12 months

ELV ($1.6B) - Elevra signed a supply agreement with Mangrove Lithium for spodumene from NAL: 122kt year one then 144kt take-or-pay, a floor and no cap, subject to Mangrove FID by 31 Dec 2028

MGX ($413m) - MGX sold 2.7Mwmt iron ore, posted a $30m net loss on $221m revenue in FY26, held $412m cash, agreed to divest Koolan Island to Crestlink, and is starting the Groundrush decline this quarter

MEK ($326m) - Meeka intersected visible gold at 632.8m, 300m below the Turnberry underground reserve, and mobilised a second diamond rig | ▲ 7%

AAR ($315m) - Astral secured the NVCP for Think Big, with MMS funding; 11m at 7.3 g/t gold from 38m

MKR ($124m) - Manuka restarted gold production at Wonawinta, processing Mt Boppy ore (>50kt stockpiled; 125–140kt targeted over 3 months), while upgrades continue for silver production in Q4 CY26

BKB ($81m) - Black Bear reported 9.1m at 1,043 g/t Ag from 116.4m, Shafter Silver, incl. 0.6m at 2,990 g/t Ag

PNN ($70m) - Power securities halted pending assays from Morro do Ferro

AON ($69m) - Apollo said a Toulouse court voided the interim suspension over Couflens, rejecting NGO case; appeal possible within 15 days | ▲ 12%

VTX ($43m) - Vertex secured a modification to the Reward gold mine, development consent to permit 24-hour underground operations and blasting

CST ($29m) - Castile's Rover 1 scoping study outlines 11‑year 750ktpa gold-copper-bismuth-cobalt-magnetite operation, pre‑tax NPV₈ $1.1B (post‑tax $683m) for $172m pre‑production capex

The Gulf oil shock is pushing EV sales to new heights globally (NYT)

US Treasury boosts gold prices above US$4500 with debt buyback plan (AFR)

BHP calls WA Police over alleged aggressive behaviour by union officials at Port Hedland (West)

Peruvian government targets $33B in mining investments, plans 240 project approvals under Fujimori (Mining.com)

Colombian gold mine collapse in Nariño kills 13 workers (Mining.com)

PRN ($2.2B) - Perenti will sell BTP to Beetle Industries for $100m ($80m upfront, $20m in 12 months); it will book a ~$64m FY26 non-cash loss

BCK ($102m) - Brockman took 100% of Ophthalmia as Polaris exited the JV, with the project loan cancelled and $1.1m released

Evolution eyes acquisitions in Australia and North America, including potential assets from Northern Star (Bloomberg)

US-backed group considers $500m investment in Tanzania's Kabanga nickel project (Bloomberg)

Dominion Holdings merges with Indophil Resources and Sonar Holdings to infuse Philippines' Tampakan copper and gold mine (Bloomberg)

MM8 ($418m) - Medallion raised $60m at $0.48 to fund Ravensthorpe

CTO ($36m) - Citigold raised $4.5m

South32 will soon have an interesting problem, what to do with the firepower created by its aluminium exit. The Alcoa deal delivers US$3.1bn cash upfront, alongside roughly US$1bn of Alcoa stock, and market chatter suggests pure-play copper is being heavily evaluated.

We initially thought the obvious problem was relative valuation. How could South32 convey the merit of a pureplay copper businesses trading on much fatter multiples? Except the gap has quietly disappeared.

South32 is around 6.5x NTM EBITDA versus Sandfire at 6.9x, (yes Hermosa is still consuming capital ahead of earnings a few years out).

It makes copper M&A easier to sell than we first thought. But join the party, everyone wants copper.

NEM ($174B) - Newmont appointed Peter Beaven to the board

HMX ($69m) - Zenith Pacific lifted its stake in Hammer to 7.4% after buying $780k of shares

Bayou Jubilee (Dave Iben - Kopernik) “Over the past century, the dollar has lost over 99.5% of its value relative to gold” “There are bargains in the making” Highly recommend

A Shifting Global Currency Landscape (Gavekal) Great read. Long gold & HK

Full Year Results - In Conversation (BHP YouTube) To get a flavour for Brandon

Can BHP and its new chief executive avoid repeating history? (AFR)

Ghana's mineworkers demand release of $34.5m in trapped savings (Reuters)

“Up and to the right only”

Translation: zero synergies