NXG ($8.4B) - NexGen said all US$110m 2023 convertible debentures converted to equity, and Q3 closed with C$567m cash plus C$254m short‑term investments amid ongoing Rook I construction

RRL ($5.2B) - Regis resumed operations at the Rosemont plant after WorkSafe released the site following a fatal incident at Duketon South

NEO.TO (C$1.2B) - Neo Performance raised guidance for a third time in three quarters, from $140-150m to $180-185m. Quarterly adj. EBITDA was US$47m

PMT ($642m) - PMET's updated FS for Shaaki’ CV5 outlines an underground-first, tantalum-credit plan delivering AISC C$657/t (FOB Quebec), after-tax NPV₈ C$5.1B (IRR 40.4%) and ~800ktpa SC5.5, with commissioning targeted late 2029

QTWO.TO (C$417m) - Q2’s Cisco PEA (Québec): C$13.5B post-tax NPV₈, 38.7% IRR, C$2.9B capex, ~1.7Mtpa SC5.5 over 28 years at a C$454/t AISC. Uses US$1,900/t SC6 price deck, with the study using 100% Inferred | ▲ 7%

CHN ($443m) - Chalice started a pilot of the flowsheet at Gonneville to generate offtake samples; initial results due early CY27

LRV ($409m) - Larvotto extended Freehold mineralisation at Hillgrove to >700m of strike, with 10m at 9.6 g/t AuEq from 526m

MGX ($348m) - MGX established portals for the Groundrush exploration decline at Central Tanami, to access 33km of drilling to convert 400koz Au inferred to indicated

HAV ($251m) - Havilah will return $44.6m via an in-specie distribution of Sandfire shares: $26.6m dividend and $18m capital return (subject to approval)

NVA ($247m) - Nova confirmed 216ktpa capacity at Port MacKenzie, Alaska, underpinning a US$43m 600tpa antimony refinery targeting 2027

BGD ($231m) - Barton updated the Tunkillia project MRE to 59.5Mt at 0.78 g/t for 1,500koz gold, with 989koz M&I, underpinning a PFS targeted Q1 CY27 | Amazing how they land on such a round number

MRT ($211m) - Maritana extended early works by $19.9m to Dec '26 pending EPC at Black Swan, targeting H2 CY27 gold

VTM ($160m) - Victory secured access to Curtin Uni's $18.4m C4P pilot facility to convert heavy rare earths concentrate into MREC

BCM ($117m) - Brazilian Critical Minerals reported MgSO₄-leach assays at Ema Ionic Rare Earth: leachable TREO averaged 510 ppm, with MREO at 43%

GHM ($112m) - Golden Horse recorded its deepest intercept at Hopes Hill South: 34.9m at 2.3 g/t Au from 399m

LOT ($107m) - Lotus agreed to sell 173klb of off-spec uranium product at a discount, FOB Walvis Bay, likely Kayelekera’s second shipment

PGL ($98m) - Pilbara Gold confirmed mineralisation ~200m below the 2.1Moz resource at the Mt York gold project, with 68m at 1 g/t gold from 347m

CRI ($58m) - Critica's Mt Lindsay and Jupiter were added to Australia's and WA critical minerals prospectuses

ANX ($47m) - Anax reported 16.5m at 1.1% CuEq (2.7% Zn, 1.2% Pb, 32.9g/t Ag) from 257m outside resources at Mons Cupri | ▼ 6%

BVR ($46m) - Bellavista reported 4.7m at 9.7 g/t gold from 42.4m

BOA ($45m) - BOA reported 32m at 1.91% Cu from 27m at Limestone Bore | ▲ 21%

FEG ($44m) - Far East Gold was sued by Xingye to overturn shareholder-approved director removals and restrain equity raisings

COB ($30m) - Cobalt Blue's updated Halls Creek scoping study sets pre-tax NPV₁₀ $317m, $75m capex and output of 4kt Cu cathode, 13kt Zn oxide and 130koz Ag

WCE ($22m) - West Coast Silver lifted Elizabeth Hill silver MRE to 235kt at 446 g/t Ag, 3.4Moz | ▲ 6%

Sharp lithium price turnaround next year possible: Barrenjoey (MN)

Rare earth prices outside China soar ahead of potential Trump-Xi meeting (Bloomberg)

Myanmar lobbies US to invest in its rare earths sector (Reuters)

CMRG secures iron ore deals with BHP & Rio, dominating market (Bloomberg)

China's copper concentrate imports fell 11% in October amid smelter challenges (Mining.com)

Chinese coal buyers resist Indonesian miners' 2027 contract changes shifting disruption risks to customers (Bloomberg)

Botswana selects Gareth Penny-led consortium for De Beers takeover, seeks 30% ownership (Mining.com)

Barrick files for US IPO of North American assets under Thornton's leadership (Bloomberg)

AWJ ($46m) - Auric will acquire the Iron Maiden gold project near Norseman, by buying Boomerang Mining for $1m cash plus repayment of up to $3m debt and up to $2m in resource‑definition milestones

AKN ($22m) - AuKing said partner Cobalt Blue exercised its right to take 75% of the Halls Creek project by sole-funding $1.5m

Javelin Global Commodities acquires Derek Raphael & Co. for molybdenum and cobalt assets (Bloomberg)

NHC ($4.5B) - New Hope plans an offer of subordinated, perpetual, redeemable hybrid securities paying fully franked floating‑rate distributions | a mouthful!

MI6 ($2.1B) - Minerals 260 secured credit‑approved $410m debt from ANZ, NAB and Soc Gen at <3% over BBSY with no mandatory hedging, fully funding Bullabulling to first production

NVRO.V (C$64m) - NVRO closed a C$35m placement

Kinterra has spent the past couple of years cobbling together an eclectic collection of copper assets

Word is the private equity group is now sounding out potential investors for a minority stake in the enlarged portfolio

Plenty of enthusiasm for acquiring assets, it seems. Slightly less for funding them all alone

BMC ($714m) - L1 bought $8.1m of BMC shares, lifting to 17.2%

PMT ($630m) - PMET’s President and CEO Ken Brinsden will transition to exec chair, with an exec search underway

CAY ($95m) - WMA Holding / New Dawn cut their Canyon stake to 6.6% after a $4.3m off-market sale

Four Decades of Uranium Cycles: Lessons From John Borshoff (Lowell)

Mining Critical Minerals — 'Who ya gonna call?' (Strictly Boardroom)

The Perfect Resource Portfolio (In the Money Pod) Interview with Mackenzie’s Benoit Gervais. Bearish uranium & copper, punchy Barrick thoughts

MOFCOM abides & adds Obstacle; Storm ahead for US-Rare Earth Rainmakers; Lindian sells Soul; Solvay/Viridis: UUUU: Astron’s Lowball (TREO)

A cracking slide from Gold Fields and a good reminder of the value in owning assets with room to grow, rather than those where the geological boundaries are already well understood.