GGP ($9.2B) - Greatland hit 58.7m at 6.5 g/t gold at Pinnacles, 1.2km south of West Dome Underground

DNL ($5.8B) - Dyno Nobel reaffirmed FY26 explosives EBIT guidance at ~$460m–$500m as half-year explosives EBIT rose to $224m (+28% YoY) | ▲ 8%

PNR ($1.3B) - Pantoro discovered mineralisation at Racetrack, 600m north of OK, with 8m at 28.6 g/t gold

LGF ($979m) - L1 Gold Fund's NTA fell 12.1% since 24 Apr launch; after-tax NTA $1.83 versus $2.05 share price

DTR ($889m) - Dateline's Colosseum BFS returns pre-tax NPV₅ US$785m, 49.5% IRR at US$4.2k/oz gold, 573koz over 10.4 years, AISC US$1.8k/oz, capex US$249m

FRS ($641m) - Forrestania issued 18.1m shares to nominees of Polaris Engineering as non-cash consideration for construction services

SLG.V (C$515m) - San Lorenzo 3.9km step-out at Arco de Oro hit broad gold-rich porphyry mineralisation, led by 102m at 1.33g/t Au | ▲ 64%

AIS ($467m) - Aeris drilling at Avoca Tank confirmed a new trend linked to the central corridor, incl. 24m at 3.03% Cu

NVA ($301m) - Nova completed winter freight, delivering mining and processing equipment to Estelle base camp ahead of antimony ore processing

GG8 ($282m) - Gorilla announced a fourth gold discovery in 3 weeks at Diddy Kong: hitting 8m at 3.5 g/t from 14m

SLS ($269m) - Solstice follow-up diamond tail at Nanadie logged visible chalcopyrite to 800m, extending the interpreted system 500m | ▲ 6%

DLI ($172m) - Delta will commence Mt Ida scoping study after testwork produced 99.8% Li₂CO₃; Yinnetharra drilling returned 8m at 18% CaF₂

MKR ($132m) - Manuka replaced its 28 Apr Mt Boppy update, confirming no material gold intercepts and retracting a 30–40koz target

ARN ($104m) - Aldoro updated Kameelburg MRE: 597Mt at 2.5% TREO Eq; maiden 596Mt at 2.2% strontium | ▲ 8%

IXR ($68m) - Ionic Rare Earths and Ford validated a circular REE magnet supply chain as Ionic Technologies' REOs produced rotors meeting durability

MTH ($59m) - Mithril disclosed an April 6 aircraft gunfire incident forcing an unscheduled landing

ATC ($45m) - Altech Batteries will discontinue the Silumina Anodes project | ▼ 24%

PNN ($39m) - Power Minerals suspended drilling at Santa Anna and will drill 3.8km at Morro do Ferro; first results June 2026

OZM ($26m) - OzAurum's RC grade-control results at Mulgabbie North back the heap-leach feasibility, with 5m at 5.3 g/t gold from 26m

RC1 ($21m) - Redcastle reported 15m at 1.9 g/t gold from 18m at Redcastle Reef, and Queen Alexandra lodes extend below pit shell

Trump and China's Xi are set for talks spanning Iran, nuclear, trade and AI this week (Reuters)

Freeport is targeting full production at Grasberg by early 2028 (Bloomberg)

Albemarle hits back at “our partner’s partner” claims of ‘systemic problems’ at Greenbushes (Australian) IGO

China Railway plans a major copper mine in Kasai, Congo, to produce up to 500ktpa (Bloomberg)

Rio signs 30-year power purchase agreement for Jinbi solar project in Pilbara (The West)

A US$740m dispute between Gold Fields and the now owner of Damang & Tarkwa in Ghana will be fought in arbitration (Bloomberg)

Rio Tinto considers increasing its 17.2% stake in Los Azules copper project, Argentina (Reuters)

US and South Africa hold talks on mining deals after year of tensions (FT)

ELV ($2.2B) - Elevra will sell its 22.5% Ewoyaa interest to Zhejiang Huayou Cobalt for US$71m, pending Ghana approvals

Rare Earths Americas raises US$63.3m in NYSE debut (Mining.com) Up 26%

Sibanye-Stillwater raises $500m in senior notes offering to cut debt (MiningMX)

MLX ($1.3B) - Metals X will invest $2.1m to take up its 1-for-1 Tanami Gold entitlement at 6c, maintaining 2.9%

Long-time readers know we have a soft spot for shareholder activism in small-cap resources, where some of the sector’s most creative governance crimes tend to occur.

There is a live one unfolding at TNR Gold.

TNR’s largest shareholder, Eucalyptus Resources, has accused the board of entrenchment over a proposed Altius financing that includes a five-year voting support lock-up and a ROFO over key assets.

Eucalyptus says TNR ignored a superior, cleaner financing offer at C$0.23 per share, failed to keep shareholders updated, and still has not issued AGM materials.

Some activist fights are murky. This one looks pretty black-and-white to us.

The Eucalyptus statement on SEDAR+ is worth reading in full. Best line:

PDI ($4.4B) - Predictive director Simon Jackson sold 250k on-market for $238k

SRL ($1.8B) - Sunrise Energy director Jiang Zhaobai resigned

29M ($403m) - 29Metals director Ashish Gupta bought 800k shares on-market for $192k

AEU ($157m) - Atomic Eagle director Grant Davey bought 335k shares on-market for $126k

BVR ($113m) - Mark Clark sold $560k of Bellavista shares and, post share-issue dilution, ceased to be a substantial holder

BEZ ($44m) - Besra appointed Raymond Shaw as CEO and executive director

The hot small-cap at the centre of a $20m Greenland mining mystery (AFR) Eclipse Metals

Scope Systems says no data stolen in cyber attack on Perth servers (West) customers include Evolution, IGO, Perenti, 29M

Gold is meant to be a safe haven. Why hasn’t it performed like one? (AFR)

Ray Dalio’s Theory of American Decline (Ross Douthat Interview)