GMD ($6.9B) - Genesis produced 71koz gold at AISC $2.8k/oz, ended the quarter with $520m cash (-$79.8m QoQ), and set FY27 guidance at 270-300koz at AISC $2.8-3.1k/oz

WHC ($6.4B) - Whitehaven's net debt rose to $1.3B after a US$500m BMA payment; June-quarter ROM coal production was 10.7Mt

IGO ($5.0B) - IGO posted $118m underlying EBITDA and $387m net cash (+$60m QoQ), with Greenbushes producing 387kt at US$2,286/t (80% margin) while Kwinana output fell to 897t with an $88m EBITDA loss

ILU ($2.5B) - Iluka sold 157kt Z/R/SR in Q2; Q3 zircon sand price rises US$215/t, but FY Balranald output below prior group guidance

SX2 ($2.4B) - Southern Cross linked Christina to Golden Dyke in a 300m west step-out at Sunday Creek, 481m at 0.9 g/t gold from 282m

BGL ($1.9B) - Bellevue lifted FY27 guidance to 150-170koz gold at AISC $2.8-3.1k/oz; Jun qtr produced 41.6koz at AISC $2.6k/oz with cash and bullion $206m (+$25m QoQ)

DVP ($1.8B) - Develop secured a US$400m Trafigura facility and made FIDs on Yitirrti and Pioneer Dome, while Woodlawn produced 4.6kt CuEq and closed with $123m cash (-$7.3m QoQ)

ELV ($1.5B) - Elevra produced 54.5kt at 5% Li₂O in the quarter, ending with US$255m cash (+US$142m QoQ) as legacy pricing contracts concluded

EQR ($1.3B) - EQ Resources produced 28,315 mtu WO₃ in Q4 and cash rose $12.5m QoQ to $28m, while Barruecopardo received a partial non-compliance notice on water management; operations continue

FFM ($1.3B) - FireFly closed the quarter with $184m cash

DYL ($1.3B) - Deep Yellow advanced Tumas with engineering 79%, bulk earthworks finished and two civil/concrete contracts awarded; quarter-end cash $160m

KCN ($1.1B) - Kingsgate started development of the new Q Pit at Chatree, completing the first blast, with production mining due in August

SBM ($532m) - St Barbara's 15-Mile Processing Hub MRE is 62.4Mt at 1.2 g/t Au (2.5Moz), up 20%; reserves update due end Q1 Sep FY27

CEL ($329m) - Challenger Gold shareholders approved all resolutions, including a share consolidation and placement shares

HCH ($291m) - Hot Chili reported 250m at 0.50% CuEq from 64m at La Verde, within the Costa Fuego project, Chile

HAV ($287m) - Havilah retracted rock‑chip assay claims at Brooks Dam and said investors should not rely on them; drilling has commenced

AGE ($231m) - Alligator completed the Samphire Field Recovery Trial, achieving ~70% U₃O₈ recovery at ~70 PVEs and 98-100% IX capture

AUE ($197m) - Aurum closed the quarter with $55m cash and advanced the Boundiali gold DFS after declaring 1.2Moz probable reserves (42.1Mt at 0.9 g/t) in the PFS, targeting FID in Q4 CY26

AEU ($151m) - Atomic Eagle closed with $14m cash (net operating outflow -$2.5m)

ELT ($147m) - Elementos won Córdoba approval for 8.1km of access road works at Oropesa, Andalucia, advancing permitting towards FID

LM8 ($70m) - Lunnon increased the Hustler MRE to 826kt at 1.4 g/t gold for 36.2koz (+20%)

EVZ ($67m) - EVZ closed with $18.3m cash and no debt after a -$2.4m operating outflow; contract backlog $80m

YRL ($63m) - Yandal reported 4.8m at 2.3 g/t gold from 175m at Flushing Meadows outside MRE, Arrakis returned 0.1–0.3 g/t gold anomalism

TNC ($61m) - True North hit 35m at 0.82% Cu from 32m at Aquila, extending Acanthis by 250m at Mt Oxide, Qld

WCN ($56m) - White Cliff hit 50.9m at 2.81% Cu from 39.7m, incl. 4.3m at 10.93% Cu, at Danvers 1

Forrest urges China to negotiate fairly amid iron ore squeeze on WA miners (Bloomberg)

Sundance wins $880m compensation from Cameroon for lost iron ore project (AFR)

Trump may allow Chinese minerals as US industry struggles with 2027 deadline (Mining.com)

Implats halts Rustenburg operations for safety reset amid rising incidents (Bloomberg)

Wiluna halts processing due to tank rupture with corrosive material (BN)

Lundin estimates Candelaria mine restart in Chile may take 2-3 weeks after storm damage (Bloomberg)

US, Chinese, and Australian companies vie for rare-earth stockpile in Kenya (FT)

ALQ ($10B) - ALS agreed to acquire an extra 18% of its Saudi Arabia JV, taking ownership to 60% subject to regulatory approvals

Takeovers Panel accepts Forrestania's undertaking in bid for Zenith amid shareholder allegations (West)

VYS ($556m) - Vysarn will acquire 100% of Welltech for $60m (upfront $37.3m cash + $12.8m scrip; $10m deferred on EBITDA hurdles) and will raise $65.3m at $1.05 to fund it

POL ($237m) - Polymetals exchanged $28m Endeavor rehab bond, completing acquisition and taking 100% of Cobar Infrastructure

Hancock invests in G50's $20m capital raise for Arizona and Nevada projects (AFR)

The Forrestania bid for Zenith has developed one of those timelines where every individual event may be explainable, but the collection deserves a closer look.

The questions almost ask themselves.

The Takeovers Panel's Guidance Note 23 steers to a 21-day window before directors lock themselves into a recommended bid, giving the market a reasonable opportunity to produce a competing proposal. Zenith's directors did not wait.

Meanwhile, Harvest Lane says Forrestania should not have been buying Zenith shares while subject to a standstill, and shareholders were never told the bidder was on the verge of a transaction that would fundamentally reshape its capital structure.

Maybe it is all entirely proper. Maybe it is simply the most efficient month of corporate dealmaking in recent memory.

EQR ($1.3B) - OCM Luxembourg Tungsten Holdings sold $129m of EQR shares off-market to Wonongarra

AMI ($533m) - Aurelia director Bryan Quinn resigned

BKY ($219m) - Berkeley appointed former Endesa CEO José Bogas Gálvez as NED

TER ($126m) - TerraCom director Mark Chadwick resigned citing oversight and risk disagreements | ▼ 7%

CRS ($71m) - Jupiter built a 5.9% stake in Caprice buying $4.2m of shares

KSN ($44m) - Farjoy lifted its holding in Kingston to 25.4%

Calm before the Northern Star storm at Diggers (Dryblower)

A year ago, EQR would have done almost anything for US$12m. Turns out someone just needed to check the invoices.

Plus, not every day of the week you see this reason cited in the announcement…