ORE ($2.4B) - Orezone outlined a 14-year LOM plan for Casa Berardi in Quebec targeting 1.6Moz at 116kozpa and AISC of US$1.9k/oz, with after-tax NPV₅ of US$1.1B

NMG ($883m) - New Murchison sold 55koz gold in the nine-month year, posted $147m NPAT at AISC of $2,882/oz, closing with $202m cash

TVN ($458m) - Tivan gained Category B classification for Baucau, Timor-Leste; maiden copper-gold drilling slated for late Oct pending approval

TGN ($405m) - Tungsten Mining appointed Jefferies to source strategic investors for the Watershed Tungsten project, alongside the debt process

MRT ($270m) - Maritana posted $63m NPAT, ended with $230m cash, and advanced FEED at the Black Swan Processing Hub to 2.5Mtpa, targeting first gold in H2 CY27

AUE ($233m) - Aurum hit 24m at 6.3 g/t gold from 108m at BST1, ahead of a Q4 CY26 Boundiali Gold MRE update

PEN ($151m) - Peninsula expects a US$50m non-cash impairment on legacy wellfields at Lance MU-1 to MU-3 after shifting focus to MU-4

EGR ($127m) - EcoGraf flagged a 20% lift at the Epanko Graphite project to 87.6ktpa with C1 costs US$512/t; 73ktpa BFS base unchanged

RND ($119m) - Rand produced 10.6koz gold from the East Kundana JV (12.25%), booked $52m revenue and $24m NPAT, closing with $2m cash

LKE ($99m) - Lake expects the environmental impact declaration for Kachi by end-September, concluding its exploitation application

LM8 ($75m) - Lunnon reported 14m at 1.42 g/t gold from 68m at Plentiful and ended EIS drilling; no further work planned

ILT ($37m) - Iltani reported 4m at 2.3 g/t In and 5.5 g/t Ag from 166m at Union Jack; Isabel/Isabel Extended drilling within a week

PVT ($26m) - Pivotal's DHEM at Shanty Lake, after a hole assaying up to 1,065 ppm Cu, places the untested conductor shallower

Rio to expand metals trading, including third-party alumina & North American copper markets (Bloomberg), while it consolidates Broome offices and relocates Busselton office to cut costs by $1B (West)

The new numbers behind Fortescue’s push for tax overhaul (AFR) On diesel fuel credit system; estimates $7.1B WA benefit

India expects coal to supply half its electricity through 2036 amid rising power demand (Reuters)

Nyrstar launches strategic review of Budel zinc smelter in the Netherlands amid rising energy costs (Mining.com)

Indonesia grants Bayan 15-20Mt additional coal quota, lifting force majeure (Mining.com)

BMN ($962m) - Bannerman completed the US$320m strategic investment and JV with CNOL for Etango, giving CNOL 45% of JVCo and 60% LOM offtake, enabling debt-free construction ahead of Q4 FID

USL ($543m) - Unico Silver signed an exploration agreement with an option to purchase the adjoining Cerro La Mata ground east of Joaquin in Argentina, for US$1.1m over 4 years plus a 1% NSR

AMD ($51m) - Arrow is in preliminary talks to acquire two Pilbara iron ore exploration projects on cash-and-scrip terms | ▼ 13%

Nigeria and US sign agreement to boost mining investment, covering exploration and infrastructure (Reuters)

Rainbow Rare Earths partners with Neo Performance for offtake at Phalaborwa rare earths project in South Africa (Mining.com)

MEK ($419m) - Meeka raised $42m at 10c for Turnberry development | ▼ 26%

LKE ($99m) - Lake raised $3m at 4.45c via its ATM for Kachi FEED

JAL ($34m) - Jameson raised $9.7m at 3.5c for the Crown Mountain Steelmaking Coal EAA

UM1 ($29m) - Unity Metals raised $3.5m at $0.15 (12% discount)

Wiluna seeks $180m IPO amid soaring gold prices, despite past insolvency (Australian)

Glencore to debut on ASX Oct 14, targeting Australia's A$4.4T pension market for copper growth (Mining.com)

Glencore to list on ASX on October 14 as Foreign Exempt Listing (MiningMX)

Oreflow acquires Welshpool warehouse for $5m from Sew Eurodrive as part of growth strategy (BN)

One rumour doing the rounds at Beaver Creek had IGO circling Q2 Metals and its giant Cisco spodumene deposit in James Bay.

There is one obvious complication. IGO and Tianqi have said their TLEA joint venture is the “exclusive vehicle for lithium investments outside China,” hence the Pioneer Dome bid being made through TLEA. But a Tianqi-controlled bidder for a Quebec lithium asset would likely be a roadblock under the Investment Canada Act.

If the rumour has legs, the angle may be IGO seeking a waiver to go it alone. Tianqi has no obligation to budge, so the real question is what could IGO offer to make it worth Tianqi's while.

And this is where the cupboard gets pretty bare. IGO cannot horse-trade Greenbushes offtake because it is not party to the agreement, while Kwinana hardly screams bargaining chip. That leaves Cisco offtake as the obvious sweetener. The catch is that swapping Chinese ownership for Chinese offtake may not look all that different to Ottawa.

IGO ($5.3B) - IGO's Ivan Vella exercised 197k rights into shares, taking his holding to 426k

EMR ($4.7B) - L1 built a 5.1% stake in Emerald, buying $105m of shares

ANX ($70m) - Deep Source sold $388k of Anax shares, falling below 5%

Aussie Fund Performance August (AusYield) Huge month for many

Coming Out Clean From an Investment In Coal (Collins St Value)

Tin Prices Are Up 15X — But Where Will The Supply Come From? (Catt Calls) Mark Thompson, Brett Smith & Bill Scotting

Money of Mine’s favourite leading indicator of a project not being financed: an ASX announcement saying a bulge-bracket investment bank has been appointed to finance it.

There are dozens of precedents but here’s just one.