PLS ($9.2B) - PLS produced 268kt spod, ended with $2.2B cash (-$73m QoQ); it also signed a 20-year Fortescue PPA targeting $15–20/t savings from CY29 | ▲ 6%

EMR ($3.9B) - Emerald drilling beneath Okvau supports resource extensions, with 20m at 15 g/t gold from 523m

WAF ($3.7B) - West African produced 128koz gold at AISC US$1,570/oz in Q3, lifting cash and bullion by US$204m QoQ to US$981m, with CY26 guidance maintained

ILU ($2.2B) - Iluka sold 115kt of zircon, rutile and synthetic rutile in Q3; Q4 zircon guidance is ~35kt at US$1.8k/t

ZIM ($1.4B) - Zimplats produced 139koz 6E in the quarter (-35% QoQ) as its furnace underwent 60-day maintenance, with 6E in concentrate 164koz (-5% QoQ) and operating cash cost US$1.1k/oz | ▲ 6%

EQR ($1.4B) - EQR produced 51.2k mtu of WO₃ in Q1, booked $159m revenue and $123m EBITDA, closed with $82.4m cash (+$54.2m QoQ), and issued FY27 guidance of 240–280k mtu at $595–691/mtu

MLX ($1.4B) - Metals X ended the quarter with $435m cash (+$61m QoQ) as Renison (50%) produced 2.7kt tin-in-concentrate; Rentails FEED and FID have slipped to H1 CY27

AMI ($654m) - Aurelia produced 16.2koz gold, 1.3kt Cu and 8.3kt Zn in Q1 FY27, cash +$17m QoQ to $161m and gained approval to lift plant capacity to 1.1–1.2Mtpa with commissioning in Q2 FY27 | ▲ 5%

BOE ($527m) - Boss produced 359klb U₃O₈ at AISC $79/lb; the 30%-owned Alta Mesa plant paused pending permits

KGL ($329m) - KGL approved FID for the Jervois copper project, awarded Sedgman the 2Mtpa plant EPC, targeting first concentrate in H1 CY28

BM1 ($314m) - Ballard’s downhole geophysics at Baldock, Mt Ida mapped a conductor to 1,100m, 485m below the 1.4Moz gold MRE

AZY ($308m) - Antipa reported 22m at 8.2 g/t gold from 100m (incl. 5.1m at 27.4 g/t from 107.9m) at Minyari

ATR ($264m) - Astron received conditional approval from EFA and NRFC for $180m of a $200m debt facility for the Donald Rare Earths and Mineral Sands project

RHI ($252m) - Red Hill reported 7m at 0.7% Cu from 628m (incl. 1.6m at 2.0% Cu from 630m) at Anabama, SA

AS1 ($241m) - Asara lifted the Kada gold MRE to 92.9Mt at 0.7 g/t Au (2.1Moz), incl. 51.4Mt at 0.8 g/t Au (1.3Moz) indicated, with DFS due by end Q2 CY27

AUE ($233m) - Aurum lifted the Boundiali MRE to 125Mt at 1 g/t gold for 3.8Moz, with Indicated up 37% to 2.3Moz

BGD ($220m) - Barton doubled the Challenger underground MRE to 230koz at 3.65 g/t Au, taking total Challenger resources to 370koz and advancing a Central Gawler Mill restart DFS | ▲ 9%

NVA ($170m) - Nova secured final permits for Alaska antimony project, targeting 2027 production and funded by US$43.4m from Department of War | ▲ 24%

GRR ($127m) - Grange sold 733kt iron ore pellets, C1 $145/t, closing cash $300m (+$32.5m QoQ) $300m cash and a $127m mcap tells you what the market thinks of its decision to sub-level cave…

VAL ($127m) - Valiant reported first assays at Boomerang, WA, including 6m at 5.7 g/t gold from 469m within the MRE footprint | ▲ 6%

ENR ($121m) - Encounter hit 49m at 2.3% Nb₂O₅ from 48m at Aileron, and gold to 1.1 g/t Au within niobium zones

TLG ($100m) - Talga signed a binding offtake with Dainen Materials, reserving up to 2,000 tpa over five years from late 2027

DEV ($96m) - DevEx completed a 40-hole first-pass program across four targets at the Nabarlek Uranium project, intersecting 1.7m at 1,116ppm eU₃O₈ from 168.8m, and closed with $21.7m cash plus an $8.8m stake in Lachlan Star

PGL ($91m) - Pilbara Gold reported 50m at 1.05 g/t gold from 307m beneath 2.1Moz Mt York

AT4 ($80m) - American Tungsten & Antimony suspended pending Del Sol transaction announcement

E25 ($70m) - Element 25 says early works at the Butcherbird Expansion project, WA, are complete, SP2 construction starts Q4 CY26, and NAIF $50m financing nearing financial close

RTR ($53m) - Rumble's scoping study for Western Queen forecasts 125koz gold over 4 years and NPV₈ $86m; toll treatment secured at Kirkalocka | ▼ 8%

NMR ($51m) - Native Mineral Resources forecast October refined gold outturn of 1.3–1.4koz from the Blackjack Gold Operations, Qld, after a 27 Oct smelt produced 934oz doré, with 781oz confirmed so far

AQD ($49m) - AusQuest said Peru granted its Cangallo copper-gold project PIN status, providing surface-rights protection and a 4-year development pathway

OR3 ($39m) - Ore Resources declared an initial 2.8Mt at 1.7 g/t gold (153koz) MRE at Miriam in WA, including 0.94Mt at 1.8 g/t gold indicated (53.4koz), and outlined a 4.6–5.8Mt at 1.4–2.3 g/t gold ET (200–400koz)

AGC ($36m) - Australian Gold & Copper's sampling returned 6m at 1.1 g/t gold from 155m, outlining ~1.9km mineralisation across Evergreen

DGR ($33m) - DGR received Takeovers Panel final orders to vest and sell associates' shares above 20% and require an independent director | ▲ 13%

DGR Global boss Nicholas Mather stripped of shares over ‘most serious’ disclosure fail (AFR) Takeovers Panel found he secretly controlled 45%, versus 19.9% disclosed

Gold outlook pressured by strong dollar and high yields, but central banks support demand (Reuters), as Chinese households increase gold purchases, with 430t traded on Shanghai Gold Exchange (Bloomberg)

Prospector discovers 1.2kg gold nugget worth up to $200k in NSW (West)

Iron ore futures in Singapore fall 1.4% to $89/t, lowest since Sep 2024 (Bloomberg)

TCG ($741m) - Turaco will acquire Sodim's remaining 20% of the Afema gold project, Côte d’Ivoire, for US$79m (US$30m cash, 55.1m shares, 36.7m options) plus a 0.33% NSR and resource-linked payments

A11 ($240m) - Atlantic Lithium secured FIRB approval for Huayou Cobalt's all-cash scheme

Turaco Gold acquires Sodim's 20% stake in Afema project for $112m, easing takeover path (Australian)

Tony Sage challenges Alan Grayson for control of Citigold's Charters Towers mine in Queensland (AFR)

Global Advanced Metals sells royalty package to Canadian pension fund for US$46m, boosting profit to US$51m (BN)

CTM ($215m) - Centaurus secured binding offtakes with Glencore and CNGR covering 100% of Jaguar’s first 5 years of nickel concentrate, with each also investing US$20m at 42.5c

LMG ($54m) - Latrobe Mag completed a fully underwritten $3.4m entitlement offer, with a $ 3.1 m shortfall to Shaw's sub-underwriters

YRL ($31m) - Yandal is raising $8m at 7.5c

Turaco seeks $105m to increase stake in Ivory Coast gold project (AFR)

We hear that Thailand's Banpu is hunting for a buyer for Centennial Coal, its portfolio of NSW underground thermal coal mines.

It's a tough collection of assets. Five operating mines across Lake Macquarie and Lithgow, with ageing infrastructure, challenging geology and a heavy reliance on domestic power stations with their own expiry dates.

Centennial has recorded three consecutive years of operating losses. Banpu paid A$2.5bn for Centennial in 2010. Finding someone willing to pay a fraction of that today will be a challenge.

Even Banpu's own independent adviser declined to use a DCF to value Centennial in its January report, citing uncertainty around future performance.

When even the spreadsheet refuses to cooperate, you know it's a tough sell.

PDN ($3.2B) - Kopernik bought C$33m of Paladin shares, lifting to 9.1%

DTR ($361m) - Dateline announced the passing of Non-Exec Chair Mark Johnson AO

ASN ($57m) - Anson appointed Edward (Ward) Davis as NED

BMR ($25m) - Ballymore director Nicholas Jorss resigned

Don’t look now, but the iron ore price has a scary message on China (AFR Chanticleer)

Farewell to rock star who blew the whistle on mining’s biggest scandal (Obituary) Mineralogist Roger Townend

Jordan Peterson on mining – kind of… (Strictly Boardroom)

China’s September Tin Imports. Is Oversupply Coming? (Sinamin)

The remarkable thing about WAF is its original mine was built for ~A$250m, less than what they just made in 90 days…

Encouraging to see Anson reviewing its Board composition. Might we humbly suggest adding someone who can proofread?