EQR ($1.4B) - EQ Resources restarted mining at Barruecopardo's southern pit, accessing 1.2Mt at 0.186%, with first ore delivered 10 July | ▼ 5%

KCN ($1.3B) - Kingsgate achieved FY26 guidance with 86.1koz gold and closed with $179m cash, bullion and dore; separately, a trunnion‑bearing failure has shut the Chatree Gold Mine's Plant 1, guidance impact under assessment | ▼ 16%

PMT ($1.0B) - PMET Resources achieved >97% caesium extraction from pollucite concentrate in bench-scale tests, with potential rubidium by-product

RXL ($542m) - Rox secured final Works Approval, fully permitting Youanmi gold in WA; EPC Interquip started plant construction, targeting first gold mid-2027

DTR ($492m) - Dateline Resources says the DOJ's opposition confirms activities at Colosseum, California, are authorised under the existing Plan of Operations, with no new Plan required | ▲ 30%

AZY ($385m) - Antipa Minerals extended the Fiama North lode to 160m strike and 200m below surface at the Minyari gold-copper project, with 22m at 0.9 g/t gold and 0.23% copper from 135m

TM1 ($237m) - Terra Metals hit 157m at 0.73 g/t PGE3 from 5m at the Southwest Discovery, outside the 148Mt Dante MRE

SKY ($233m) - Sky Metals set a 32.7Mt at 0.16% SnEq MRE at Tallebung, NSW, including 9.9Moz silver; PFS due this month

WTM ($192m) - Waratah reported 144m at 1.49 g/t gold from 482m at Consols, Spur, NSW, incl. 81m at 2.42 g/t from 536m

MKR ($130m) - Manuka Resources lifted the Wonawinta probable reserve to 7.9Mt at 50.4 g/t Ag (12.8Moz) ahead of a processing restart this quarter

KAU ($121m) - Kaiser Reef produced 6koz Au in the June quarter, closed with $37.2m cash, and reaffirmed FY27 production guidance at 32koz | ▼ 5%

IXR ($85m) - Ionic Rare Earths began FEED with Tenova Advanced Technologies for the Belfast magnet recycling facility, after consultation closed with no objections, targeting FID by end of the September quarter, backed by a £12m UK grant

LRM ($84m) - Lion Rock reported a third rutile discovery at Minta 1, with 1m at 1.47% in-situ rutile from 3m, extending the MbomaLoum corridor | ▲ 7%

YRL ($77m) - Yandal Resources reported 17m at 1.3 g/t gold from 37m at Siona, with an exploration target update due early August

CRS ($73m) - Caprice reported 19m at 124.7 g/t gold from 42m at the Island gold project, WA

HAS ($65m) - Hastings' updated DFS for the Yangibana rare earths and niobium project, WA: pre-tax NPV₈ $649m, capex $333m and 2.4-year payback for Stage 1 concentrate

CRI ($58m) - Critica's Jupiter drilling returned 73m at 2,400 ppm TREO from 16m, supporting an updated MRE and a Q3 scoping study

WCN ($52m) - White Cliff confirmed Cu mineralisation over 5.4km at the Rae Copper project, with 41.5m at 0.87% Cu from 177m (incl. 9.1m at 3.06%), and received $6.5m from WCNO conversion to fund expanded drilling

HAR ($41m) - Haranga hit 14m at 7.3 g/t gold from 23m at Ibel South, Senegal, with the corridor remaining open along strike and at depth

AGR ($40m) - Aguia produced 852g gold from 100t in June, capacity 250+tpm and targeting 150t Aug, 200t Sep at Santa Barbara gold

RCM ($37m) - Rapid Critical Metals achieved rougher flotation recoveries at Consol Silver, NSW, of 98.7% Ag, 99.3% Pb and 93.3% Zn, with concentrate grades to 2,051 g/t Ag

PL9 ($36m) - Prairie Lithium took delivery of a commercial-scale DLE unit at the Prairie Lithium project, Saskatchewan, with commissioning targeted for Q4 2026 and 100% of Phase 1 lithium output under offtake to Hydro Lithium | ▲ 17%

Wesfarmers to approve $600m expansion of Mt Holland lithium mine (West)

Ex-US congressman goes to war over flooded QLD gold mine (AFR) Citigold’s Charters Towers

India seeks overseas uranium assets to fuel 30GW nuclear expansion (Bloomberg)

Chile's copper output drops in May; Codelco & Escondida both down 18%(Mining.com)

Emirates Global Aluminium restarts UAE alumina refinery (Reuters)

Congo tax agency seals Glencore's Kamoto mine offices over tax dispute (Bloomberg)

Namibia & China sign deals on infrastructure, mining, and energy during state visit (Reuters)

RRL ($4.8B) - Regis Resources will not match Genesis Minerals' superior bid for Vault Minerals and expects a $50.7m break fee upon SID termination

CY5 ($153m) - Cygnus agreed to a scrip-only scheme with CAML at 0.06 CAML shares per Cygnus share (~$232m), with Cygnus holders to own ~30% post-deal; the updated Chibougamau Copper-Gold project study is delayed | ▲ 8%

Eurasian Resources Group considers splitting into Kazakh and international operations for shareholder division (Bloomberg)

CATL acquires 20% stake in New Zealand's CarbonScape for biographite technology partnership (Mining.com)

Tanzanian tycoon Mohammed Dewji invests $275m in graphite mining (Bloomberg)

BHP explores sale of Chilean desalination plant & power lines valued at up to $2B (Bloomberg)

M Resources partners with global steelmakers to challenge Jindal for Whyalla (Australian)

Eurasian Resources Group considers splitting into Kazakh and international operations (Bloomberg)

ReElement withdraws from $80m Pentagon loan pursuit, according to US administration sources (Reuters)

EL8 ($107m) - Elevate Uranium will acquire 15% of the Marenica Uranium project, lifting ownership to 90%, issuing up to 9.3m shares ($2.2m) under LR7.1 as part-consideration

KSN ($32m) - Kingston Resources received $10m from Ok Tedi Mining under the Misima sale, and retains $10m on FID plus a 0.5% royalty on Au/Cu after 500koz Au, with a $25m buy-back

TRE ($256m) - Toubani secured a US$160m gold stream with Eagle Eye Asset and a $70m entitlement offer to fund the Kobada gold mine, keeping first gold on track for Q3 2027

LMG ($44m) - Latrobe Magnesium secured up to $16m from Long State Investment, with initial $4m at $0.014/share to commission magnesium production

Glencore's $250m offtake agreement with Orion for Prieska faces delays (MiningMX)

With common sense prevailing in Regis’ decision to bow out of the Genesis x Vault contest, the obvious question is what comes next.

The prize remains the other 70% of Tropicana, but that requires a willing seller.

McPhillamys is still as good a growth project as most, but that requires a willing government.

So, another deal? Possibly.

We believe Regis was among the parties with a genuine interest in Wiluna during its administration, when multiple credible proposals were reportedly submitted for the troubled operation.

Wiluna’s IPO process now appears to be inching forward. It’s plausible that Regis could take another look.

A key attraction of the Vault deal was the roughly $500 million of tax synergies, largely created by stepping up the tax basis of Vault’s assets and depreciating them against future earnings.

Wiluna, after years as one of the industry’s great capital sinkholes, should carry a lifetime’s worth of tax losses. Synergies!

MI6 ($1.4B) - Minerals 260’s Luke McFadyen bought $53k of shares

AIS ($516m) - Aeris Resources appointed Carmen Letton as NED

FXG ($124m) - MDF Global paid $1.1m exercising $0.15 options in Felix Gold, taking its stake to 11.4%

LCY ($59m) - Legacy Iron Ore appointed Anurag Kapil as a NED

10 ASX gold stocks the experts recommend to buy right now (Livewire)

England V Norway: A Tale of Two Oil Discoveries? (David McWilliams Pod) The greatest windfall Britain ever wasted… pertinent for Aussie’s

China is getting cooler. Trip takeaways (YWR)

What it’s like to be a fund manager (ST) Interview w/ BlackRock’s Olivia Markham

Canada takes 20 years to build a mine, 6 years longer than Australia, risking critical minerals investment (Mining.com)

How to not progress things in junior mining (TAT)

How many directors does a $9m company really need?