WAF ($3.3B) - West African reported 27m at 6.7 g/t gold from 448m, 200m below the M5 South UG reserve at Sanbrado

OBM ($2.2B) - Ora Banda reported 56.5Mt at 2 g/t gold for 3.7Moz, up 75%, and reserves of 8.4Mt at 2.3 g/t for 610koz, up 159%, with maiden reserves at Round Dam and Waihi UG

GNG ($824m) - GR Engineering said Genesis' bid for Vault could see processing at KoTH and avoid the Tower Hill plant, putting its $229m EPC at risk; engineering/long‑lead started, FY26 unaffected

BC8 ($692m) - Black Cat took the Lakewood plant offline after a mill bearing failure; mining continues, restart expected this week

AIS ($554m) - Aeris produced 42.1kt CuEq and 49koz gold in FY26, closing with $202.3m cash/receivables, entering FY27 unhedged on gold

NMG ($456m) - New Murchison commenced mining at Cloudkicker, targeting 20koz Au in 12-18 months, 10m at 13.6 g/t gold from 44m

POL ($281m) - Polymetals produced 396koz silver, 3.3kt Zn and 2.1kt Pb in June quarter, closing cash $29m (+$6m QoQ) | ▼ 6%

NTU ($267m) - Northern Minerals said Treasurer Jim Chalmers issued interim directions barring three shareholders, including Hong Kong Ying Tak, from voting or exercising rights over their shares

NVA ($245m) - Nova completed engineering for Estelle pilot plant in Alaska; construction due this quarter | ▲ 7%

BKB ($79m) - Black Bear's historic core re-assays at Shafter Silver returned 6.7m at 408 g/t Ag from 9.1m and identified gold-Pb-Zn

HAS ($63m) - Hastings updated the DFS for Yangibana, outlining NPV₈ of $649m, 34% IRR and $333m capex; partner Wyloo has begun selling its 60% JV interest. It plans to double Thailand MREC plant output - More below

LNQ ($60m) - LinQ reported 28m at 1.85% CuEq from 87m at Monza, Gilmore gold-copper project

HMX ($56m) - Hammer extended an intercept at the Kalman project, Qld, to 165m at 1.96% CuEq from 175m in resource-upgrade drilling

GA8 ($45m) - GoldArc nears grade-control completion at Mt Stirling ahead of WA MDCP; 2m at 13.5 g/t gold from 7m

JAL ($36m) - Jameson said King George Investments did not exercise its $0.06 option for 25m shares, with talks continuing

AVM ($32m) - Advance hit 37.5m at 83 g/t Ag, 0.8 g/t Au and 0.6% Cu from 205.8m at Gavilanes silver project | ▲ 8%

Trump reinstates Hormuz blockade, demands 20% shipping toll (AFR) Gold down, oil up 8%

DRC partners with Mota-Engil to revive copper rail link (Bloomberg)

New Minister Daniel Pastorelli has picked up the portfolios of Mines, Petroleum and Exploration (WAGov)

Brazil proposes rule allowing private partners in uranium mining (Bloomberg)

Codelco prioritises profitability over copper output amid $25B debt and governance issues (Mining.com)

Rio Tinto will invest US$15m, in Mogotes Metals (MOG C$200m) at for an initial ~5% stake, and a right to increase ownership to 9.99%; the companies will form a strategic and technical alliance to advance Filo Sur in the Vicuña district

China launches Guangyan Int’l Investment Co to enhance overseas resource acquisitions amid geopolitical tensions (Bloomberg)

Regis exit clears Genesis’ path to $12.6b Vault merger (AFR)

GMD ($6.6B) - Genesis will acquire Vault via a scheme offering 0.7629 new Genesis shares plus $0.475 cash per Vault share, leaving the merged group 59.8%/Genesis and 40.2%/Vault with ~600–700koz gold pa in WA (webcast 9am)

Anglo loses key bidder Bruce Cleaver for De Beers auction amid falling diamond prices (MiningMX), while it plans to shutter mines (Bloomberg)

MLG ($110m) - MLG Oz signed a binding HOA with Mick Murray Welding to form a 50/50 JV to develop and commercialise a hybrid‑electric road‑train power trailer

AKN ($60m) - AuKing raised $5m at $0.025 to upsize drilling at the Tundulu rare earths project - Rare earths focus, just as the company name suggests!

IPX ($1.3B) - IperionX directors Hannigan, Arima and Martin bought $2.4m shares

FRS ($632m) - Forrestania exec Chair David Geraghty bought $3.3m of shares

AIS ($554m) - Aeris appointed Dr Carmen Letton director

CRN ($260m) - Coronado appointed Barrie van der Merwe CEO/MD

Clayton Utz hires three Perth partners from Allens to boost WA resources market presence (West)

A crack-up boom (Respeculator) Refiners worth a punt?

The grass really could be greener on the other side of the hill (Dryblower)

a serious look at silver (Alyosha)

There’s Plenty of Scandium Oxide, Just Not At The Price Bloom Energy Wants to Pay (Koala) More to come here…

The fastest DFS revision in mining history, 69 pages, one hour, and every mention of Bank of America gone.