MI6 ($1.6B) - Minerals 260's Bullabulling drilling backs an Aug '26 resource upgrade and July PFS, with 22m at 3 g/t gold from 227m

PMT ($1.1B) - PMET produced 4.5t of 6.09% Li₂O concentrate at 89% recovery from CV5 DMS pilot, informing higher recoveries in the updated feasibility study | ▲ 6%

C79 ($856m) - Chrysos expects FY26 revenue ($80-90m) and EBITDA ($20-27m) at the top end of guidance

GNG ($783m) - GR Engineering was awarded a 5‑year, $57m O&M contract at Sturt Plateau in Beetaloo Basin

LRV ($648m) - Larvotto started ore mining on Syndicate at Hillgrove, while Midas drilling returned 13m at 8.56 g/t AuEq from 253m

FRS ($640m) - Forrestania reported an inferred MRE of 2Mt at 0.91 g/t gold (59koz) at Burracoppin

MAU ($567m) - Magnetic intersected 15m at 3.9 g/t gold from 200m at LJN4

STK ($448m) - Strickland delayed 2026 drilling at Rogozna pending ministry approvals | ▼ 12%

PC2 ($382m) - PC Gold extended Main Zone 120m south within the pit shell; 10m at 4.5 g/t gold from 161m

HCH ($381m) - Hot Chili was halted pending La Verde drilling update and a response to an ASX query

GG8 ($264m) - Gorilla reported a new footwall lode at Sovereign, Comet Vale, with 9.3m at 20.6 g/t gold from 415m

VTM ($220m) - Victory Metals finalised PFS inputs at North Stanmore: 50% cut to flotation reagents and ambient processing; PFS Q2 2026

AS1 ($217m) - Asara reported 82m at 2.2 g/t gold at Massan, indicating Northeast and Southern extensions at Kada

MM1 ($210m) - Midas reported 50m at 5.6% copper from 194m at T-13, Otavi, including 16.3m at 13% copper and 360 g/t silver | ▲ 13%

GML ($158m) - Gateway defined Haflinger gold mineralisation over 4km, and hit 6m at 2.2 g/t from 80m at Hummer

ETM ($149m) - Energy Transition Minerals reported 108Mt at 437 ppm Sn and 80 ppm Ta₂O₅ at Penouta, but its hard‑rock concession was annulled and needs a new EIA

MLG ($121m) - MLG agreed a 5-year extension for site services to Newmont's Tanami, worth ~$200m

ARN ($111m) - Aldoro hit 11m at 0.76% Nb₂O₅ from 102m at Kameelburg

DRE ($97m) - Dreadnought reported 98.9% combined gold recovery and 78.5% gravity from Metzkes Find | ▲ 12%

STM ($86m) - Sunstone hit 200m at 0.40 g/t AuEq at Copete, Bramaderos, from surface

ASN ($83m) - Anson lifted the resource at Green River lithium to 773kt LCE

BCM ($61m) - Brazilian Critical Minerals secured R&D tax incentives for Ema, allowing Brazil-based ISR/met R&D to qualify

HAR ($58m) - Haranga reported 4.8m at 25.4 g/t gold at Lincoln and confirmed mineralised repetitions 150m deep

PGO ($50m) - Pacgold poured ~80oz gold dore at White Dam, RC drilling paused pending approvals and diesel certainty | ▲ 9%

POD ($48m) - Podium reported 24.2m at 1.76 g/t 5E PGE from 58m at Parks Reef

LGM ($37m) - Legacy Minerals' Mt Carrington scoping study: 19‑year gold–silver mine, base‑case pre‑tax NPV₇ $542m, capex $221m, AISC $1.5k/oz

SKM ($33m) - Skylark hit 62m at 1.4 g/t gold at MBasso, extending mineralisation to ~750m strike at Zaranou in Côte d’Ivoire

Bailout crisis talks as Nyrstar smelters face acid test, with 1,300 jobs on the line (Australian) Previous $135m deal expired

Aluminium smelters rush to boost production as war lifts profits (AFR)

Port fees warning in Minister’s letter to Chris Ellison more than two years before MinRes gives mine go-ahead (West)

Canada’s diamond industry begins a long goodbye, with Diavik shutdown (FT)

The Asian Development Bank launched a new financing scheme to ​help countries develop critical mineral supply chains (ADB)

Iran tensions spark coal asset sale boom as buyers swarm market (Australian) Vitrinite fielding ‘3 serious bids’, Tahmoor process, Sojitz’s Gregory Crinum sale

Ravenswood backers granted a brief reprieve, as GEAR buys Bank Mandiri’s debt and eyes control (AFR) Momentary respite

Sumitomo to sell its 54% stake in Ambatovy nickel project, Madagascar, booking US$445m (Bloomberg)

Mercuria and Heeney secure offtakes in Venezuela as part of a U.S.-backed energy and mining initiative, worth US$2.2B (PRN)

WGX ($5.1B) - Westgold will sell Peak Hill to Great Boulder for $58m ($25m cash + scrip yielding 19.9% stake to WGX) plus a 1% NSR. GBR must raise at least $30m cash and entered an OPA

FRS ($640m) - Forrestania completed the acquisition of the Karonie gold project for $5m in shares, with a 1% NSR

RTR ($68m) - Rumble sold a 2.5% NSR over Western Queen gold to Elemental Royalty for $10m; $5m upfront, $5m on toll-milling agreement

NC1 ($34m) - Nico signed an MOU with Pure Battery Technologies to evaluate a nickel/cobalt refining platform

NXM ($30m) - Nexus signed MOU with Macro Gold Mining Services to fund and mine Crusader‑Templar on 60/40 profit share

GBR ($97m) - Great Boulder is raising $40m at 8.5cps in conjunction with the Westgold transaction for Peak Hill (above)

Meridian raised £25m in London debut for Cabacal copper-gold project (Mining.com)

Uzbek government pauses IPO of Navoi Mining & Metallurgical. Restart timing unclear (Bloomberg)

AUZ ($59m) - Australian Mines raised $3m at 2.8c, cornerstoned by Tribeca, to fund Flemington PFS | ▲ 7%

A few of the numbers we’ve heard thrown around on the value of Greatland’s O'Callaghans tungsten deposit: eye-watering. We don’t think a deal is too far away.

PLS ($19.8B) - AustralianSuper sold $182m of PLS shares, cutting its stake to 12.9%

WAF ($3.5B) - WAF’s MD Richard Hyde sold $7.9m on-market; Lyndon Hopkins exercised rights and Elizabeth Mounsey sold ~$160k after exercisings

TKM ($122m) - Trek director Tony Leibowitz resigned effective 30 Apr

VHM ($79m) - VHM directors Ian Smith and Ronald Douglas each bought 100k shares on-market

How Blackstone Is Thinking About IPOs, Hard Assets & AI Investing (YouTube)

Ferg’s Finds (Trader Ferg) Great collection of eye-catching things happening in markets

The Wall of Supply (Le Shrub) The market is made up of 2 personalities: Doomer boomers (oil bulls) & Token Maxers (AI bulls)

BHP’s price deal with China leaves mark on rivals & minnows alike (AFR Analysis)

Hancock Prospecting ordered to disclose royalties from Hope Downs to rival mining dynasties (AFR)