SRL ($2.7B) - Sunrise received a conditional up to US$400m debt commitment from the US Government for the Syerston Scandium project | ▲ 22%

PRN ($2.2B) - Perenti completed its on-market buy-back, acquiring 5.1m shares for $10.4m

WIA ($732m) - Wia lifted Kokoseb Gold MRE to 113Mt at 1 g/t Au (3.8Moz), with 0.6Moz underground maiden at 2.2 g/t. Kokoseb DFS outlines a 5.25Mtpa, 14-year open-pit gold mine producing ~150kozpa, with US$475m capex, and post-tax NPV₅ of US$1.2bn at US$3,600/oz gold

TCG ($690m) - Turaco reported 15m at 4.72 g/t gold from 122m at Adiopan, extending mineralisation at Asupiri within the Afema project

VMM ($534m) - Viridis’ Colossus demonstration plant averaged 78.7% MREO and 64% TREO recoveries vs PFS 76%/57%

CBE ($387m) - Cobre appointed Rothschild as strategic adviser to evaluate options for its copper portfolio

TRE ($258m) - Toubani commenced an MRE update for Kobada, with assays including 44m at 3.1 g/t gold from 164m; reserves/mine plan updates targeted Q4 2026 | ▲ 6%

MM1 ($245m) - Midas reported 35.6m at 3.35% Cu from 367m in first assays from Deblin at the Otavi Copper project, Namibia

SPD ($234m) - Southern Palladium secured a 30‑year mining right for the Bengwenyama PGM‑chrome project in South Africa; DFS now due Q1 27 | ▲ 22%

HGO ($234m) - Hillgrove hedged 3.6kt of copper from Sep 2026 to Aug 2027 at $20k/t under fixed-price swaps with CBA

BHM ($129m) - Broken Hill reported 14.4m at 20.3% ZnEq, 561 g/t AgEq from 69.3m in the Pinnacles Mine open‑pit area

RND ($124m) - Rand produced 3.4koz Au in the June quarter, with mined ounces down 27.5% QoQ, closing with $2.1m cash (-$1.7m QoQ)

KAU ($121m) - Kaiser Reef commenced development at Union Hill, Vic, to open drill drive north | ▲ 12%

DRE ($74m) - Dreadnought reported 18m at 0.8 g/t gold from 36m at Illaara, defining 13 corridors over 40km strike

PGO ($70m) - Pacgold shareholders approved disposal of assets and a change of company name

PHO ($68m) - PhosCo flagged a USA State Department NOFO seeking to mobilise US investment in the Gasaat phosphate project, Tunisia, offering up to US$1.5m to third parties, not PhosCo

YRL ($65m) - Yandal reported 20m at 8.7 g/t gold from 84m at Arrakis within the Ironstone Well‑Barwidgee project | ▲ 6%

SNM ($58m) - Sentinel hit 46.8m at 5.5 g/t gold from 88.2m at Columbia Gold-Silver project; 20% recovery in top zone, assays preliminary | ▲ 8%

CPN ($41m) - Caspin hit 4m at 0.49% Sn from 8m at Ardlethan East, NSW, and flagged a September Kelpie MRE

GA8 ($39m) - GoldArc received MDCP approval for Mt Stirling, enabling development to proceed under its 50/50 profit-share with BML Ventures

ILT ($32m) - Iltani intersected 9m of lead-zinc-copper sulphide mineralisation from 165m at Union Jack, Qld, coincident with a VTEM plate

Trump announces $3B investment in minerals projects (Bloomberg) $1.4B to Sila, $400m Sunrise, $180m on education; EXIM bank also looking to loan Ivanhoe Electric >$1B

CATL's Jianxiawo lithium mine remains closed pending environmental approval (Reuters)

Chinese rebar price hits near-decade low amid construction slump (Bloomberg)

MinRes challenges Ashburton rates in WA tribunal over iron ore land improvements (BN)

Gold prices hit 2-month high, boosting Agnico 23%; Newmont 21% (Mining.com)

China's central bank boosts gold reserves in Hong Kong to support bullion-trading hub ambitions (Bloomberg)

Freeport to restart Manyar smelter next month as Grasberg recovers (Mining.com)

Barrick Chairman Thornton faces investor backlash over North American mines IPO plan (Bloomberg) Fascinating read. VanEck, Mackenzie and Franklin oppose the North American IPO which would sell up to 15% of Barrick’s crown-jewel assets to new investors.

NGEx to spin out Valle Ancho project into new exploration company (Mining.com)

LIN ($1.3B) - Lindian took 100% of SARECO, paying up to US$20m cash plus up to US$22m in equity to RA Group

LRV ($673m) - Larvotto will not match Austral's superior bid for Hammer and expects the SID to be terminated, triggering a $550k break fee and loan repayment

PGL ($113m) - Pilbara Gold's mineral rights deal with PLS at Mt York is unconditional, granting 367km² excluding lithium/tantalum

WIA ($732m) - Wia is in a trading halt pending a $120m capital raise. Separately Sprott has agreed indicative terms for US$360m of debt

LFT ($251m) - LI-FT Power to raise C$20m at C$2.90

TGM ($248m) - Theta converted a US$11.6m unsecured loan into equity, issuing 32.8m shares at $0.18 to Sadiva, extinguishing the liability

The Barrick soap opera gets better. Bloomberg’s column is well worth the read and reports Thornton and Bristow’s relationship finally imploded amid strategic disagreements, missed targets and a fiery Savoy Hotel board meeting.

Last year we heard that the breaking point in the relationship came when both needed Barrick’s private jet at the same time… One in China, the other in Mali.

Shame on shareholders for missing the obvious. If Barrick’s two most senior men couldn’t work out how to share a corporate jet, what chance did anyone think Barrick had of sharing Nevada with Newmont?

NEM ($157B) - Newmont CEO Natascha Viljoen sold US$808k of shares; CFO Brian Tabolt sold US$1.2m

GLN ($387m) - Galan director Ofer Amir bought $610k of shares

KGL ($386m) - KGL directors Jeff Gerard ($705k) and Ferdian Purnamasidi ($300k) subscribed for shares at 20c in the placement

STN ($284m) - Franklin bought $10m of Saturn, lifting its stake to 9.4%

ZNC ($58m) - Forrestania lifted its stake in Zenith to 55.6%

DES ($36m) - Aigle bought $921k of DeSoto, taking their holding to 17%

Trump speaks at American Mining Industry Roundtable (YouTube) ‘We’re reclaiming America’s place as the minerals superpower of the world’

The Greatest Regime Shift of our Generation* (Le Shrub)

State Department Mining Show; Lighthouse Uranium Scoop; China's Amsul Export Controls; Auking, Aldoro, Sunrise, MP (TREO)

Weekly Watchlist (Respeculator) Metals & miners awaken, Tungsten makes the mainstream, Dom gas, copper miners = new tech stocks?

Perth Mint showcases $100m half-tonne gold bar in Kalgoorlie, sparking scrutiny over taxpayer funds (West)