FNV.TO (US$61B) - Franco-Nevada says a Burkina Faso court ruling cancelling its Karma mine streaming deal is invalid, and it's fighting back legally in Ontario

PMT ($1.2B) - PMET signed an MOU with Mitsui and Microwave Chemical to test calcination on Shaakichiuwaanaan spodumene

BOE ($525m) - Boss said JV manager enCore Energy reported uranium mineralisation grading 0.199% U₃O₈ from drilling at Alta Mesa East (Boss 30%)

EHL ($521m) - Emeco guided FY26 Operating EBITDA $290-295m and net leverage ~0.4x after softer close, with FY27 earnings stable | ▼ 8%

MEI ($509m) - Meteoric's Caldeira project's installation license is scheduled for SEMAD consideration early Dec Q, after site inspection | ▼ 6%

TGN ($335m) - Tungsten Mining's PEE for the Watershed Tungsten project (Qld) returned pre-tax NPV₈ of $1.3B, 198% IRR and $274m pre-production capex, with FID targeted Sep 2026

AS1 ($291m) - Asara reported 87m at 1.3 g/t gold from 63m at the Massan deposit, Guinea, targeting an Aug 2026 MRE update

TM1 ($289m) - Terra drilling at Southwest confirms 950m corridor, with 20m at 2.12 g/t PGE₃, 0.16% Cu, 0.13% Ni from 85m

BCN ($257m) - Beacon declared a 10c cash dividend plus an in‑specie distribution (~15.5c/share) of Forrestania shares | ▲ 9%

KGL ($208m) - KGL drew US$16m from Wheaton US$300m silver/gold stream, lifting cash to $28m to advance Jervois Copper | ▲ 11%

AEU ($188m) - Atomic Eagle confirmed talks with Niger's Ministry of Mines on a new convention to restart the Madaouela uranium project | ▲ 10%

LOT ($180m) - Lotus in halt pending Kayelekera project operational update

MPK ($155m) - Many Peaks reported 39.8m at 3.9 g/t gold from 53m in diamond drilling at Ouarigue within the Ferke gold project

CUF ($125m) - CuFe lifted the Gecko MRE to 17.8Mt at 2.6% CuEq (1.9% Cu, 0.4 g/t Au), with 66% now indicated

GHM ($115m) - Golden Horse recorded 24m at 2.2 g/t gold from 379m at Hopes Hill, its deepest intercept suggesting lode thickening

MAT ($64m) - Matsa received the $1.7m final option instalment from AngloGold for Lake Carey, taking receipts to $9.5m; option exercise due by 20 Dec 2026 | ▲ 6%

RDM ($52m) - Red Metal's Sybella column leach tests extracted 70–78% Nd/Pr on -10mm to -20mm ore with 23–27kg/t H₂SO₄, validating heap leach processing

VBX ($50m) - VBX gained EPA and DCCEEW approvals to amend Wuudagu bauxite project, enabling up to 9Mtpa and relocating the beneficiation plant

AAU ($36m) - Antilles said OFAC sanctioned Minera La Victoria, triggering suspension of its role and Xinhai Mining's EPC at Nueva Sabana

FUN ($34m) - Fortuna commissioned its Lilongwe lab for the Mkanda rutile/graphite project, with a maiden inferred MRE due early July

CRR ($32m) - Critical Resources advanced its DSD cathode to full-format pouch cells using liquid electrolyte

Protesters block Rio Tinto's Oyu Tolgoi copper mine in Mongolia, halting concentrate shipments (Bloomberg)

Resources Minister Madeleine King supports strike at BHP's Port Hedland, risking $120m daily loss (BN)

Kenya and US near a deal for domestic processing of critical minerals (Reuters)

Australian gov’t excludes Minerals Council from tax reform inquiry, sparking industry backlash (Australian)

GTWO.TO (C$2.5B) - G2 shareholders approved the GMIN deal and spin-out

DLI ($140m) - Delta & Voltaic terminated the earn-in JV over Ti-Tree

TNC ($66m) - True North completed the acquisition of Renegade's Carpentaria JV interest for $2.9m

FLG ($58m) - Flagship acquired the Whipsaw Copper project in BC, hosting 0.5–1Bt at 0.2–0.4% CuEq

BHP to sell US$1.5B Chile power lines feeding Escondida, Spence, Cerro Colorado mines (Reuters)

PNN ($51m) - Power Minerals raised $1.7m at 14.5c for Morro do Ferro

KSN ($34m) - Kingston will raise $12.9m at 3.5 for Mineral Hill drilling; the plant will move to care and maintenance

Brazilian Nickel seeks anchor investor for US$1.4B Piauí Nickel Project (Bloomberg)

Elk Range targets $10m ASX listing to revive US gold mine (BN)

First Phosphate secures C$275m letter of intent for Bégin-Lamarche mine (ST)

Market chatter around Zijin’s US$4bn cash bid for Allied Gold has shifted from deal-spread noise to Beijing risk. The transaction has cleared host-country hurdles, but the more important approval now sits with China’s NDRC, which is said to be questioning both price and political risk.

Mali, where even the Chinese way doesn’t work any more…

DVP ($2.5B) - Develop director Duncan Bradford bought $265k of shares, while Michael Blakiston sold $298k

FRS ($687m) - Forrestania lifted its Zenith stake to 11.7% via takeover acceptances

PEN ($242m) - Davidson Kempner sold $507k of Peninsula Energy shares, falling below 5%

BGD ($230m) - Collins St sold $1.3m of Barton shares and, after dilution, holds 7.5%

BEZ ($38m) - Besra shareholders removed director David Potter, with most other resolutions failing

Time to flick the switch from gold to coal? (Sean Russo op-ed) From 8t = 1oz to 40t = 1oz

Plain sailing over at Besra Gold!