The Pre-Start
EVN ($27B) - Evolution confirmed a DRP price of $13.3
MIN ($11B) - MinRes set its DRP issue price at $56.01
RMS ($6.5B) - Ramelius guided FY27 205-225koz gold at $2.15-2.35k/oz AISC and lifted its FY30 outlook to 560-610koz at $2.1-2.4k/oz, while the Mt Magnet upgrade budget rose to $280m (from $223m) | ▲ 5%
RRL ($5.7B) - Regis extended mineralisation 600m south of the current Rosemont resource, remaining open, with 3.3m at 3.7 g/t gold from 690m
NHC ($5.4B) - New Hope updated 2026 coal resources/reserves: Bengalla resources 584Mt (+262Mt) and New Acland 636Mt (+151Mt), taking total recoverable reserves to 844Mt, with 283Mt at New Acland requiring further approvals | ▼ 7%
RSG ($2.8B) - Resolute cut group CY26 guidance to 205–225koz gold due to Syama disruptions in Mali; Syama now 150–160koz
BGL ($2.3B) - Bellevue cut resources to 9.8Mt at 8.6 g/t gold and reserves to 1.0Moz at 4.5 g/t, and flagged a September quarter shortfall of 3-4koz due to a slower Barminco ramp-up, with FY27 guidance unchanged
CYL ($1.7B) - Catalyst declared a maiden underground probable reserve at Cinnamon of 2.4Mt at 3.0 g/t gold for 232koz, underpinning a 7.5‑year plan targeting 40–50koz pa at AISC $2.4k/oz (pre‑prod capex $35m)
KCN ($1.4B) - Kingsgate faces insurer-initiated proceedings alleging settlement breaches over TAFTA arbitration, claiming up to US$59m; provision $12.8m
VUL ($1.0B) - Vulcan started commercial-scale VULSORB production for first‑fill of Lionheart A‑DLE lithium columns ahead of H2 2028 commissioning
PNR ($1.0B) - Pantoro reported quarter-to-date 19.1koz gold at Norseman Gold, WA, with a second pit producing and FY27 guidance on track
LYL ($908m) - Lycopodium was awarded a $49.4m EPCM contract for Greatland’s Havieron project
FRS ($876m) - Forrestania released PFS and reserves for Tycho and Johnson Range, plus a PFS for Edna May outlining 12.6Mt at 1.0 g/t gold for 403koz probable reserves, 10-year life with AISC $3.3k/oz, capex $98m and pre-tax undiscounted free cash flow of $729m at $5.5k/oz
LRV ($530m) - Larvotto produced first antimony and gold concentrate at Hillgrove, with offtake to Wogen and Glencore
CBE ($430m) - Cobre's first deep diamond hole at the Sierra Atacama copper project, Chile, logged 3.6m chalcopyrite-pyrite from 785m | ▼ 6%
TOK ($399m) - Tolu announced a maiden 7.3Mt at 1.2 g/t gold (293koz) inferred MRE at Mt Penck, lifting resources to 1.3Moz
AZY ($395m) - Antipa began diamond drilling to test a 1.2km AEM conductor at Tim’s Dome, WA, with assays including 26m at 0.4 g/t gold and 0.23% copper from 214m
STN ($333m) - Saturn defined a 1km extension to 2.83Moz Apollo Hill gold resource, with 5m at 11.26 g/t Au from 49m
DTR ($281m) - Dateline filed to stay the injunction halting work at the Colosseum project, California, pending appeal
TGM ($247m) - Theta Gold received $6m from the exercise of 34.6m unlisted options, and vested employee incentives after the first drawdown of its US$90m bond
SGC ($242m) - Sinclair reported 41.1m at 1.1 g/t gold from 195m at Mt Henry, outside 1.8Moz resource
ARR ($192m) - American Rare Earths reported first FS assays at Halleck Creek Rare Earths, Wyoming: 191m at 3,951 ppm TREO from 8.8m
CVV ($154m) - Caravel signed a non-binding, two-year MOU with Thiess to support the Caravel Copper project DFS and scope a seven-year full-service mining contract via ECI ahead of FID; no contract has been awarded | ▲ 11%
SHN ($137m) - Sunshine’s updated Liontown Mining Study targets 79.5koz Au and 952koz Ag, with AISC $2.6k/oz and ~$180m net operating cashflow, tied to first production in mid-2027 via the Mt Moss mill
KLI ($108m) - Killi logged 50m of magnetite from 113m in a step-out 600m south of the resource boundary at the Lodestone iron ore project, WA, and identified a new hanging-wall lode
AT4 ($102m) - American Tungsten & Antimony produced antimony ingot, demonstrating a USA mine-to-metal pathway | ▲ 6%
BH6 ($80m) - Broken Hill updated the Vertigo MRE to 2.3Mt at 0.7 g/t gold (54.8koz), with indicated oxide now 24.3koz (+160%)
WCN ($73m) - White Cliff reported 22.1m of bornite-dominant copper mineralisation from 67.9m in first drilling at Rae | ▲ 13%
CRS ($65m) - Caprice targeted Nov '26 for a maiden MRE at Island Gold, to be released with an updated Exploration Target
VHM ($62m) - VHM's refreshed Goschen DFS in Vic sets NPV₈ $807m, 33% IRR and $283m capex with total funding $482m and unit cost US$7/kg REO net of HMC credits; all key approvals secured
AGY ($50m) - Argosy reported >99% yield lithium chloride crystallisation for Rincon, underpinning DFS crystallisation engineering due Oct
AKN ($48m) - AuKing reported 50m at 2.03% TREO from surface in a western step-out at Nathace Hill, Tundulu rare earths project, Malawi
COD ($45m) - Coda's PFS metallurgy at Elizabeth Creek averaged 94.4% Cu and 95.9% Ag extraction, with Co 39.7% (peak 51.7%)
ARD ($39m) - Argent's maiden drilling at Trunkey Creek hit 0.4m at 15.8 g/t gold from 97.9m beyond workings at Wilson’s Reef
ILT ($37m) - Iltani reported 19m at 343 g/t AgEq from 114m at Orient Silver-Indium, with an MRE update in Q4 CY26
AGR ($34m) - Aguia's Três Estradas phosphate project's environmental licence was annulled on appeal; it will seek clarification and says operations continue, supported by a 25kt stockpile ($5m)
GSN ($32m) - Great Southern Mining reported assays at Golden Boulder: 10m at 2.6 g/t gold from 20m, extending mineralisation 45m down-dip
Mining deal frenzy turns into bumper payday for stockbrokers (AFR)
Matt Latimore to restore 585 jobs at Tahmoor coal mine by December (Australian)
US copper imports surge, causing New Orleans port congestion amid tariff concerns (Bloomberg)
Australian gold production steady at 300t annually, Boddington leads with 563koz in FY26 (West)
China's government urges stable coal output as prices hit three-year high (Bloomberg)
Canada faces $11B annual gold permitting backlog amid US trade tensions (Mining.com)
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SVL ($355m) - Silver Mines will extinguish two royalties over the Bowdens Silver project, NSW, for $18m cash and $8m equity, conditional on a placement
CY5 ($216m) - Cygnus shareholders approved CAML 100% scheme, pending Court approval
GL1 ($185m) - Global Lithium halted pending a potential change-of-control announcement
AVL ($83m) - Australian Vanadium issued 5.8m shares to Albright Metals as part consideration to terminate a MRSA and associated royalty | ▲ 17%
ASN ($71m) - Anson signed a non-binding MoU with Wogen and Xcelsior for a five-year offtake of 2–6ktpa lithium carbonate from Green River
FMR ($40m) - FMR Resources will sell the Fairfield project, Canada, to MFM Resources for $200k in IPO-priced shares
LEL ($36m) - LE Minerals amended the $20m sale of its graphite assets to M Battery Materials, setting cash at $2–5m with the balance in escrowed shares, and extended the conditions deadline to 22 Dec
FZR ($35m) - Fitzroy River will sell its Bowdens Silver royalty to Silver Mines for $17.5m ($10m cash, $7.5m in SVL shares), conditional on SVL raising $50m
Andi Syamsuddin Arsyad to acquire 30% of PT Bayan from Low Tuck Kwong and Elaine Low (Bloomberg)
China Rare Earth Group in talks to acquire Shenghe, potentially gaining indirect stake in MP Materials (Mining.com)
FFM ($1.5B) - FireFly reminded eligible holders its $1.78 SPP closes soon | Tough sell today
FF.TO (C$1.2B) - First Mining announced a C$50m bought deal to advance Springpole
TGN ($538m) - Tungsten Mining entered a trading halt pending a capital raise
WC8 ($479m) - Wildcat raised $60m at $0.305 (10.3% discount) via a placement to advance Tabba Tabba | ▼ 12%
SVL ($355m) - Silver Mines is raising $70m at 14.5c in conjunction with its royalty deals
AUE ($229m) - Aurum is raising $50m at 55c
VBX ($60m) - VBX entered a trading halt pending a capital raise announcement
AEV ($38m) - Avenira extended its renounceable rights issue, with Hebang Biotech to take its full entitlement (capped at 60%), $10.4m of the $19.5m | ▼ 22%
NXM ($35m) - Nexus raised $5.4m at 5.3c to fund Wallbrook drilling | ▼ 5%
Aura Minerals secures $200m loan to fund growth across Americas operations (Mining.com)
Ownership & Oversight
RRL ($5.7B) - Regis’ Jim Beyer sold $3.7m of shares to meet tax & personal liabilities
PDN ($4.3B) - Kopernik bought shares, taking its Paladin Energy stake to 6.2%
CIA ($1.8B) - Kopernik bought $22m of Champion Iron shares, moving to 9.5%
AUC ($726m) - Jupiter sold $83.5m of Ausgold shares, fell below 5%
HMX ($74m) - Paul Clarke and associates cut their Hammer stake to 9.0%
CPN ($40m) - Farjoy / Tim Robertson bought $461k of Caspin shares, lifting to 12.4%
JAV ($27m) - Roologic bought $655k of Javelin Minerals shares, lifting its stake to 9.7%
In the Weeds
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