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

High Grade It

  • 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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Wheelin’ n Dealin’

SS&C Intralinks
  • 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)

Rattlin’ the Tin

  • 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

  • China Syndrome - Global Lithium (Spotify, Apple) On SMM inventory drama

  • Terra’s Jeremy Bond bets on copper boom amid AI, geopolitics, underinvestment reshaping markets (AFR)

  • Shenghe Media Speculations; Pensana: Sheikh Your Head; MP again in Vietnam?; China’s EV 5-Year Plan; A Look at RE Cost & Margins (TREO)

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