RIO ($263B) - Rio maintained 2026 guidance as Q3 global iron ore sales were 90.8Mt, Oyu Tolgoi copper ran ~450ktpa and Simandou reached a 10Mtpa run-rate. Lithium production is up 33% year to date at 13kt LCE in Q3

EVN ($27B) - Evolution produced 154koz gold and 18kt copper at AISC $1.7k/oz, closed with $1.5B cash (+$123m QoQ), FY27 guidance maintained

RRL ($5.4B) - Regis halts pending ruling on McPhillamys s10 declaration

PDN ($3.8B) - Paladin’s LHM (75%) produced 1Mlb U₃O₈, sold 1.2Mlb at US$79.4/lb, cash and investments US$209m (-US$56m QoQ), and maintained FY27 guidance at 5.1–5.6Mlb at US$44–48/lb | ▼ 5% - Production 14% below consensus leading to costs over at ~US$62/lb

CXO ($744m) - Core Lithium produced first spod concentrate at Finniss and targets first shipment in Dec Q. It closed with $200m (+$18m; net cash $30m), after $38m in stockpile sales and $98m received from con notes & debt draws

WTM ($285m) - Waratah expanded mineralisation at the Consols zone, Spur project, with 17m at 4.1 g/t gold from 944m

TM1 ($201m) - Terra hit 194m at 1.01 g/t 3E and 0.17% Ni from 15m at Southwest; maiden MRE targeted Q1 CY27 | ▼ 13%

SS1 ($171m) - Sun Silver's testwork at Maverick achieved up to 87.7% silver and 87.5% gold recoveries in 24–48h, supporting tank-leach/CIL assessment

TTM ($148m) - Titan hit 184m at 0.8 g/t gold, 3.3 g/t silver, 0.13% copper from 3.6m at Kaliman, Dynasty gold project

VAL ($135m) - Valiant advanced the Comet Gold mine restart: dewatering to 170m, study due Q2 FY27, first production targeted H2 FY27

GRR ($127m) - Grange FID for SLC-based North Pit Underground at Savage River, extending production to 2035, with NPV₈.₃ $357m and $287m capex | ▲ 7%

PGL ($119m) - Pilbara Gold completed PFS infill at Mt York and started step-out drilling, with 19m at 2.62 g/t Au from 276m

LRM ($62m) - Lion Rock reported 2m at 1.03% TREO in HMC and 5.08% THM from 6m at the Minta project in Cameroon, and magnetic separation captured 84.1% of TREO in 26.61% of mass

PNN ($59m) - Power Minerals reported 91m at 7.7% TREO with 1.4% MREO from surface at Morro do Ferro and terminated the Salta Lithium JV

ODY ($41m) - Odyssey terminated its toll‑milling deal after Monument Murchison alleged a TJV breach and claimed it is no longer manager | ▼ 5%

CAE ($37m) - Cannindah reported 75m at 1.2% CuEq from 213m at Cannindah Breccia, extending the Southern Shoot ~50m north | ▲ 12%

AKA ($33m) - Aureka extended mineralisation 725m along strike of Resolution Lode at Irvine gold project, 4.3m at 1.4 g/t gold from 173m

IMA ($30m) - Image said it knows of no info behind its stock surge; mineral sands deal talks continue

OZM ($21m) - OzAurum gained a 150ktpa Works Approval and completed bores at Mulgabbie North gold heap-leach, but WA rainfall delayed site works

Federal Court ruling on Tanya Plibersek's Indigenous heritage ban to decide Regis’ $1B McPhillamys project fate (Australian)

Global miners outbid fertiliser makers for scarce sulphur, risking higher food prices (FT)

Liberals plans to scrap Australia's scope 3 emissions reporting, leveraging High Court ruling on exported coal (Australian)

BHP improves wage offer to avert strike at Escondida copper mine (Bloomberg)

India plans to expand coal power capacity amid surging demand (Reuters)

Gold Fields considers enhancing cash offer and ASX listing to secure Northern Star acquisition (AFR) “Mike Fraser said the miner had also discussed selling some Northern Star mines to rivals – including Raleigh Finlayson’s Genesis Minerals “

Botswana nears agreement to increase De Beers stake to 25% amid sale talks (Bloomberg)

SSRM.N (US$6.6B) - SSR will acquire Roxmore, with its Converse project located 6km from the Marigold complex in Nevada, paying US$6.75 per share in cash for an enterprise value of US$392m. SSR outlined US$200m+ in synergies | Down 6%

FRS ($791m) - Forrestania holds 58.6% of Zenith and extended its 1-for-4.3 bid to 12 Nov with withdrawal rights

EZL ($217m) - Euroz Hartleys' $145m sale of Capital Markets to BMO is on track, pending 16 Oct vote and regulatory sign‑off

WEC ($194m) - White Energy completed the $0.5m acquisition of the South Galilee coal project from AMCI

AKN ($38m) - AuKing will earn up to 75% of the Qeqertaasaq niobium & rare earths project in Greenland via a €10m, 3-stage, 6-year sole-funded earn-in | ▼ 7%

Glencore begins trading on the ASX, targeting Australia's pension industry with copper exposure (Bloomberg)

Wiluna raises $180m for ASX relisting, trading to commence by 22 October (Australian) Article #20 by now

POL ($241m) - Polymetals directors David Sproule and Alistair Hatley Barton bought $59k and $49k of shares on-market

PEN ($114m) - Peninsula NED Brian Booth will retire at the AGM

VTX ($27m) - Vertex appointed Jason Mills GM of Hill End Reward gold mine

Australia is in an energy cold war, like it or not (AFR Chanticleer)

Winners and Losers in M&A (Strictly Boardroom)

An open letter to the Board of Gold Fields (Redwheel)

Fertilizers (Kopernik) Nitrogen, phosphate, and potash

This surfing South African CEO is taking on BHP, Rio (AFR Boss) Gary Nagle

A rather ambitious name for 32,000 ounces