GLEN.L (£67B) - A Chilean tribunal has partially overturned the environmental approval for the Collahuasi copper mine's desalination project. Glencore expects no immediate production impact | 44% Glen / 44% Anglo / 12% Mitsui

MIN ($12.8B) - MinRes will restart Bald Hill, first production July, ramp-up to Q2 FY27 to 140kt SC6pa; restart costs $20m

OBM ($2.6B) - Ora Banda lifted reserves 136% to 7.8Mt at 2.2 g/t for 555koz gold, including Waihi UG 101koz and Round Dam 223koz | ▲ 9%

BGL ($2.4B) - Bellevue delivered first ore from Deacon North; stoping starts Q1 FY27 as all major mining areas enter production

CYL ($1.5B) - Catalyst completed a study to refurbish Plutonic PP2, lifting potential mill capacity to 2.5–3Mtpa for $50–$75m

DTR ($777m) - Dateline appointed GenCap to coordinate financing for Colosseum gold project after its BFS reporting NPV₅ US$785m at US$4,200/oz

MTM ($387m) - Metallium secured US$1m from the DoW for pilot‑scale recovery of gallium and germanium from e‑waste

STK ($356m) - Strickland drilling delayed pending Ministry approvals amid political uncertainty in Serbia

VMM ($343m) - Viridis lodged the Installation Licence for Colossus, enabling construction on approval and keeping FID targeted for 2H 2026

ENR ($159m) - Encounter hit 16m at 0.30% copper from 58m at Lamil’s Elsa, opening an eastern zone

FAL ($128m) - Falcon extended mineralisation at Blue Moon to >600m strike; visible gold in a Lotus step-out has assays pending | ▲ 5%

SRZ ($122m) - Stellar hit 4.7m at 1.3% tin at Montana beside Heemskirk PFS area, with a Severn MRE update due this quarter

CHW ($91m) - Chilwa pXRF indicates 385m at 0.17% Nb₂O₅ from surface at Mpyupyu, extending the footprint 180m

LNQ ($85m) - LinQ drilled 70.8m at 1.11% CuEq from 71.2m at Monza | ▲ 7%

LM8 ($82m) - Lunnon invoiced Gold Fields $9m for April Lady Herial ore against $3.7m costs; mining on schedule to finish Aug/Sep

DRX ($80m) - Diatreme lifted the Si2 MRE to 302Mt at 99.2% SiO₂ (0.11% Fe₂O₃), 62% Measured, with the PFS in final drafting

RTR ($74m) - Rumble signed a ~5‑year toll milling deal for Western Queen ore at Kirkalocka, subject to Ramelius not exercising pre‑emptive rights

LCY ($59m) - Legacy Iron produced 15koz gold at AISC of $6k/oz in FY26, reported $89m revenue and a $0.6m net loss, closed with $8.5m cash

AGR ($50m) - Aguia secured an operating licence for Tres Estradas phosphate; mining starts today with ore to its plant early June

AGC ($47m) - Australian Gold & Copper logged 6.5m visual semi-massive copper-bearing chalcopyrite at Evergreen; assays due July | ▲ 9%

SRT ($27m) - Strata paused its strategy after the disputed SCP Resource Finance deal and faces automatic delisting in Aug 2026 unless reinstated

Tim Goyder criticised the Labor gov’t over the capital gains tax impact on exploration (Australian)

Tsingshan asks Indonesian nickel producers to cut output for aluminium power needs (MS)

Fortescue challenges Albanese IR laws as AWU seeks new agreements (AFR)

Ghana increases mandatory gold sales to the Central Bank from miners to 30% (MiningMX)

Zambia forms gold venture to formalise mining in North-Western Province (Bloomberg)

EU ban on Russian uranium boosts Canadian export opportunities (Mining.com)

Ramaco blames China steel dumping for US met-coal demand drop (Bloomberg)

AAL.L (£40B) - Anglo agreed to sell its Aussie met coal mines to privately-held Dhilmar for up to ~US$3.9B, comprising US$2.3B upfront and a price-linked earnout of up to US$1.58B. Close is expected by Q1 2027.

EUR ($712m) - European Lithium agreed a scrip scheme with Critical Metals at 0.035 CRML shares or CDIs per EUR share, subject to ASX approval of a CDI listing and a $330m minimum cash condition

KCC ($43m) - Kincora received a non-refundable US$1.5m option payment from Tumen Ail Coal toward a US$10m sale of its Mongolian subsidiaries

Bidders line up for early look at Rio Tinto’s infrastructure sale (AFR) KKR, CDPQ

Russia fails to sell 67% stake in gold miner UGC at auction (Reuters)

Hancock added Newmont, SQM, and Hudbay, amongst other names, to its US portfolio (Reuters)

ORN ($239m) - Orion entered a trading halt pending a capital raise

AT4 ($108m) - American Tungsten & Antimony raised $10m at 7c with 1-for-2 listed options

LRM ($93m) - Lion Rock in trading halt pending strategic placement

CUF ($89m) - CuFe raised ~$15m at 5c (a premium) from a Pan African unit for a 15% stake to advance Gecko/Orlando

JLL ($50m) - Jindalee opened an entitlement offer at 46c with attaching options

WIA Gold seeks $92m equity raising for feasibility study (AFR)

We keep an eye on New Hope and the unlisted Malabar Resources - an eventual tie-up will happen here, it’s just a matter of when. New Hope has crept from 15% to 25.97% over time, while Maxwell has shifted from construction risk to ramp-up, with first longwall coal this half year. The kicker is price. New Hope’s last buying was at $2.00/share, but Malabar’s own low-volume trading page now shows recent trades at $2.50. Maxwell is predominantly semi-soft coking coal, giving New Hope a met coal growth leg to its Bengalla-heavy thermal exposure. If the register loosens, New Hope is the natural buyer.

RRL ($5B) - First Sentier net sold $5m of Regis shares, reducing its stake to 5.6%

WAF ($3.7B) - Helikon bought $42m of West African shares, increasing to 10.1%

BMC ($1.0B) - OMF Fund III (Bi) sold ~$24m of BMC CDIs, cutting to 2.7%

AIS ($533m) - First Sentier sold $2.7m of Aeris shares, falling below 5%

POD ($54m) - Podium director Neal Froneman bought $89k, taking his holding to 8m shares

KZR ($50m) - Doux Argent bought $500k in placements; stake in Kalamazoo now 15% after SPP dilution

KRM ($22m) - Kingsrose director Tim Coughlin resigned, citing Royal Road Minerals CEO commitments

Australian Power (Syncretia) “batteries and renewables make prices go down in practice and theory”

Mining booms. Banks collapse. Welcome to the Great Fund Rotation (Dryblower)

Why Energy Stocks Are Down When They Should Be Up (Steven Eisman pod)

US targets takeover of ASM amid rare earths supply battle (AFR op-ed)

There’s the answer to what SMR investors thought of missing out on AngloCoal