SFR ($8.5B) - Sandfire produced 47.6kt CuEq in June quarter, lifted net cash US$277m to US$353m, and guided to 150-166kt CuEq in FY27 | ▲ 5%

KCN ($1.1B) - Kingsgate surpassed 200koz Au and 2Moz Ag at Chatree, while Plant 1 operates ~50% capacity as ball mill repairs progress

PMT ($809m) - PMET Resources signed a non-binding LOI with Cree Nation of Chisasibi for engagement on Shaakichiuwaanaan

TCG ($576m) - Turaco Gold drilled 100m at 1.1 g/t gold from 495m at Woulo Woulo, confirming a 250m extension below the 1.7Moz MRE

AMI ($559m) - Aurelia reported FY26 output of 50.4koz gold, 2.5kt Cu, 28.3kt Zn and 17.8kt Pb, ended with $143.9m cash and no debt, and targets Peak plant upgrade commissioning in Q1 FY27

AIS ($546m) - Aeris secured ML1897 for Constellation, enabling mining at Tritton Copper, NSW; haul-road works underway for Q1 FY27 waste stripping

NMG ($489m) - New Murchison Gold sold 15.5koz gold in the June quarter at AISC $3,448/oz, closing with $202m cash and no debt

VMM ($409m) - Viridis's Colossus demonstration plant averaged 79% MREO and 64% TREO recoveries, above PFS assumptions (76%/57%) for incorporation into the DFS

CBE ($314m) - Cobre signed an ISCR collaboration with Equinor and began commissioning the Ngami Copper project well field in Botswana

SYR ($255m) - Syrah produced 2kt graphite in the June quarter, closed with US$98m cash, cut 2026 Balama production guidance to 60-80kt, and remains in default on DFC/DOE loans after missing DFC interest

MRT ($242m) - Maritana bought a Kalgoorlie site approved for a 50-room camp to support the Black Swan Processing Hub

AAR ($225m) - Astral Resources reported assays at Theia, Mandilla gold project, with 31m at 3 g/t gold from 12m, supporting measured MRE conversion

BML ($214m) - Boab has ~60% of Phase IX drilling done at Sorby Hills, WA, completing B, Omega and Norton holes with galena logged beyond FEED pit shells

LAM ($211m) - Laramide published a PEA for the Westmoreland uranium project, Qld, with 4.9Mlbpa U₃O₈ (years 2–10), post-tax NPV₇.₅ US$741m and US$456m initial capex incl. US$84m contingency

CVV ($140m) - Caravel Minerals closed with $22m cash after $15m royalty funding; DFS completion slipped to Sep '26 pending groundwater work

RNU ($137m) - Renascor opened a PSG demonstration facility in SA to support qualification and validate HF‑free graphite purification

ARL ($89m) - Ardea extended completion of the Goongarrie Hub DFS beyond 30 June for optimisation reviews; quarter-end cash $18.3m

AGD ($70m) - Austral Gold released an updated Technical Report for Guanaco with a 14-year mine life and after-tax NPV₁₀ US$192m; ~53% of reserve gold and 55% of silver output depends on permits targeted Q4 2026/Q1 2027

AON ($60m) - Apollo Minerals in trading halt pending Couflens project legal announcement

OR3 ($59m) - Ore Resources closed with $6.8m cash, progressing H2 studies on lithium DSO or domestic ore sales at Kangaroo Hills, WA

TNC ($57m) - True North Copper retracted Cloncurry Copper reserves, production target and forecasts after the Mining Restart Study assumptions no longer apply

Lithium futures in China hit five-month low amid oversupply fears from mine restarts (Mining.com)

Lynas shares hit five-month low as quarterly revenue misses analyst expectations (Bloomberg)

Wesfarmers joins Australian investment wave amid lithium price surge (AFR)

Chile plans $100B copper investment to diversify buyers beyond China (Mining.com)

Vale elects Manuel Oliveira as chair amid governance turmoil (Bloomberg)

DRC enforces local ownership rule for copper & cobalt miners from 31 July (MiningMX)

Lundin Gold discovers two new porphyry systems at Fruta del Norte in Ecuador, advancing Sandia towards maiden resource (Mining.com)

Panama considers state-owned miner to reopen Cobre Panama mine with First Quantum holding 60%-65% stake (Reuters)

NG.TO (C$1B) - Novagold is buying Paulson's 40% of Donlin Gold in an all-share deal to take 100%, at ~US$4.2bn equity value, with Paulson holding ~40% economic but capped at 19.9% voting

Panama considers state-owned miner to reopen Cobre Panama mine with First Quantum holding 60%-65% stake (Reuters)

Forrestania Resources faces shareholder opposition in takeover bid for Zenith amid Edna May acquisition (AFR)

BRE ($975m) - Brazilian Rare Earths shareholders backed the Alurion Resources demerger and $50m IPO at $1.05 to advance Amargosa, with a retained 16.0% stake

SRL ($2.4B) - Sunrise appointed John Mullumby as CFO, with former CFO Trevor Eton remaining NED

PRU ($6.4B) - Perseus Mining appointed Tommy McKeith as an independent non-executive director

PAF ($4.1B) - Coronation Fund Managers crossed the substantial-holder threshold in Pan African Resources at 5.0%

EQR ($1.4B) - EQ Resources appointed Virna Trout company secretary; Tony Di Pietro resigned

EHL ($511m) - Emeco extended Ian Testrow's MD/CEO contract to 30 June 2031, lifting STI/LTI to 300% of TFR, subject to shareholder approvals

ZNC ($64m) - Ida Metal Investments bought $4k of Zenith Minerals shares, lifting its stake to 10.1%

LMG ($38m) - Latrobe Magnesium appointed Robert Stein CEO from Oct, with founder-CEO David Paterson retiring 30 Sep and remaining as a consultant | ▲ 9%

Sink or Stream (Respeculator) Which way for 29 Metals?

China's EV industry is mind-blowingly advanced (ABC)

How the Iran War Is Rewiring the Oil Market (Bloomberg Vid)

Huge revenue line - everyone knows the Pilbara is great for crops…

if you’re a junior staring down the barrel of a billion-dollar build, you can bet the DFS is going to get kicked down the road a few times

Plus. reflecting on Twiggy's recent EQR investment makes for interesting reading

In total, he forked out A$130m, or 15 cents per share for normal shares, which had hit a low of 21.5 cents the day prior (near 32% discount on previous close)