S32 ($18B) - South32 exceeded FY26 production guidance and lifted Q4 sales 15%

PRN ($2.0B) - Perenti agreed 6‑month, $95m extension at Iduapriem gold mine, with fleet sale to AngloGold for $30–40m on completion

DYL ($1.3B) - Deep Yellow awarded $34m of civil and concrete works at Tumas, mobilisation Aug '26 ahead of Q4 '26 FID

BCI ($1.2B) - BCI advanced the Mardie Salt project to 85% complete with 49kt crystallised, cost-to-complete $258m, targeting FSOS in Q1 CY27

SBM ($538m) - St Barbara produced 7.3koz gold in Q4 (50% attr) and closed with $509m cash, bullion and investments; no debt or hedging

A1M ($534m) - AIC set FY27 guidance of 17.5–18.5kt Cu at AISC $4.8–$5.2/lb, brought forward Eloise Stage 2 to Dec 2028 targeting 25–27kt in FY29, and lifted the Trafigura prepay to US$50m

AMI ($474m) - Aurelia produced 15.3koz gold, 0.9kt copper, 7.6kt zinc and 5.4kt lead in the June quarter, closing cash $143.9m (+$49.2m QoQ)

MGX ($390m) - MGX closed the quarter with $412.1m cash (+$3.1m QoQ) after shipping 0.94Mwmt iron ore from Koolan Island, and targets September start of the Groundrush exploration decline at the Central Tanami JV

MRT ($245m) - Maritana began Early Works at Black Swan, committing $25m; construction targeted Q3 CY2026, first gold H2 CY2027

SKY ($238m) - Sky Metals reported 26m at 0.27% tin, 0.07% tungsten and 23.3 g/t silver from 27m at Tallebung, outside the MRE; PFS this month

FEX ($216m) - Fenix secured approvals for Beebyn-W10, enabling mining this quarter and first ore in the Dec quarter, toward 6Mtpa by FY28

PEN ($211m) - Peninsula is in a trading halt pending a CY2026 production guidance downgrade

PGL ($119m) - Pilbara Gold completed 13km of a 50km program at the Mt York gold project targeting MRE in 2026; cash $27.6m

MEU ($97m) - Marmota surpassed 20km RC drilling at Greenewood, advancing infill toward an indicated resource for the Gawler gold scoping study

GBM ($79m) - GBM extended mineralisation beyond the 1Moz gold MRE at Twin Hills, hitting 35m at 2.3 g/t gold from 242m

DRE ($74m) - Dreadnought defined 12 mineralised corridors (~40km strike) at Illaara, with infill drilling due in August

RTR ($58m) - Rumble hit 13m at 21.6 g/t gold from 122m at the Munarra Gully project, WA

CNQ ($37m) - Clean TeQ signed an ATA supply and licence with Broken Hill Mines at Rasp

FUN ($33m) - Fortuna reported 298Mt inferred resources at the Mkanda project, Malawi, grading 0.87% rutile and 1.19% TGC (0.7% cut-off) | ▲ 7%

VTX ($30m) - Vertex’s DA to change work and blasting hours at the Reward gold mine was deferred, with determination now expected mid-August

HTM ($26m) - High-Tech Metals' Mt Fisher drilling returned 12m at 2.30 g/t gold from 171m, supporting an August MRE and pit optimisation

CLA ($26m) - Celsius received foreclosure notices from Equinaire seeking to auction its 40% in MMC, which it disputes | ▼ 14%

HMG ($20m) - Hamelin reported 3m at 93.4 g/t gold from 9m at the Day Dawn project, WA, in maiden RC drilling | ▲ 10%

China to impose 2% consumption tax on lithium-ion batteries from September, impacting solar & lithium sectors (Bloomberg)

Posco urges overhaul of Australian coking coal export pricing amid Chinese iron ore pricing pressure (AFR)

China urges stronger cooperation with Kyrgyzstan on minerals (Bloomberg)

AngloGold seeks shareholder approval for US$2B share buy-back amid ISS criticism (MiningMX)

Gold price holds $4k; mining stocks down 40% from 52-week highs (Mining.com)

Speculation mounts that Evolution is keen on Minerals 260 (Australian) right…

Anglo American selects Global Diamond Consortium led by Gareth Penny as preferred bidder for De Beers (Bloomberg)

New BHP boss sparks fresh speculation of Abbot Point sale, with Dalrymple Bay rumoured to be circling (Australian)

EQR ($1.3B) - Andrew Forrest will acquire 16.8% of EQR from Oaktree; a board nomination right will transfer | ▲ 22% (AFR)

AAI ($18B) - Alcoa detailed terms of its proposed acquisition of South32's AliGroup assets: US$3.1B cash plus US$1B scrip and a CVR capped at US$750m

TNC ($62m) - True North agreed to sell the Bundarra Copper project to Tec Minerals for $500k cash and $1m in equity, retaining a 1% NSR (buyback $3m)

KZR ($44m) - Kalamazoo signed a HoA to acquire three tenements for 1.4m shares plus 345k options, and raised $8m at $0.12 to fund drilling and the PFS at the Ashburton Gold project | ▼ 18%

TRE ($222m) - Toubani opened a fully underwritten 1-for-3.27 entitlement offer to raise $70m at $0.30 (14.3% discount) to fund Kobada gold construction

AGR ($42m) - Aguia entered a trading halt pending a capital raise

CUF ($114m) - European Lithium bought $1.5m of CuFe shares, lifting to 17.7%

KAU ($112m) - Kaiser Reef director Bradley Valiukas bought $117k of shares

LNQ ($57m) - LinQ appointed Harrison Donner as CEO

SKM ($39m) - Nikolai Zelenski bought $307k of Skylark Minerals shares

VML ($26m) - Vital appointed David Herlihy as director

Gold falls, central banks keep buying (Truth Below Ground)

Praetorian Capital Investor Letter (Q2)

Datt is ditching retail and refiners, unsold on AI (Livewire)

China’s quest for lithium pricing power (Volt Insights)

Advancing One Crisis at a Time (Trader Ferg) LNG positioning