DPM ($14B) - DPM hit 50m at 3.68% CuEq from 761m at Dumitru Potok and expanded its CY26 drill program to 32-35km

WGX ($6.1B) - Westgold guided 385–425koz gold at $2,980–$3,380/oz AISC, targeting 460–510koz and $2,640–$3,000/oz AISC by FY29 with $450m–$480m growth capex | ▼ 7%

CYL ($1.7B) - Catalyst lifted the Keillor MRE to 3.2Mt at 3.0 g/t gold (307koz), up 280%

MC2 ($1.1B) - Marimaca reported 216m at 0.96% Cu from 466m at Pampa Medina, with step-outs extending mineralisation 300m

FRS ($957m) - Forrestania signed an ore purchase agreement with First Au for up to 2Mt over 24 months and a 5-year Orica cyanide supply, advancing restart plans at Lake Johnston & Edna May

RXL ($878m) - Rox lifted Youanmi reserves to 4.8Mt at 4.7 g/t Au (727koz, +8%) with total resources 2,195koz

PMT ($855m) - PMET collected >2.5t pollucite pegmatite at Vega Zone, CV13 Pegmatite, for caesium testwork; ore sorting from Q4 CY26

BTR ($635m) - Brightstar's Goldfields plant remains on track for June 2027 first gold; Second Fortune placed on care and maintenance

VMM ($570m) - Viridis received approval for a US$15m 16-year BNDES facility at ~4.8%, reducing Colossus’s remaining senior-debt need to ~US$280m of US$449m capex

CBE ($464m) - Cobre signed third-party ore deals for Sierra Atacama SX-EW, adding ~300t/m copper cathode from Q4 CY26 with production guidance unchanged | ▲ 13%

SVM ($328m) - Sovereign's scoping study adds a monazite rare earths by‑product to Kasiya, targeting 2.6ktpa REC (1.5ktpa TREO) for US$29m capex, with pre‑tax NPV₈ US$722m, 151% IRR and 1.5‑year payback

POL ($300m) - Polymetals produced 1.1Moz silver, 10.3kt zinc and 5.2kt lead in FY26, booked $100m revenue and a $47m net loss | ▼ 6%

SYR ($244m) - Syrah reported a US$108m H1 loss after a US$35m impairment at Vidalia, with the auditor flagging going concern uncertainty. Strategic funding now expected to close in H1 CY27

MMA ($151m) - Maronan intersected 20m at 0.83% Cu, 0.42 g/t Au from 257m north of the indicated resource

PXX ($57m) - PolarX hit 24.8m at 9.8% Cu from 2.4m at Caribou Dome, Alaska, and extended mineralisation 170m below current MRE | ▲ 19%

STM ($57m) - Sunstone hit 368m at 0.45 g/t AuEq from 0m at Bramaderos; 30 holes will feed MRE update next quarter | ▲ 13%

FAU ($38m) - First Au signed an ore purchase agreement with Forrestania Resources to process Gimlet gold ore, subject to mine approval and permits | ▲ 11%

G11 ($36m) - G11 paused Sunrise drilling due to ground conditions, and will drill three holes at Zig Zag copper/gold project

CZN ($30m) - Corazon hit 4m at 10.6 g/t gold from 66m at Wembley, part of Feather Cap, extending strike

KM1 ($22m) - Kali reported assays at the Marble Bar gold project: 2.6m at 10.8 g/t Au from 8.7m

EU mobilises €1.7B for critical mineral projects amid liquidity concerns (Reuters)

China's lithium carbonate prices drop 14% (over 3 days) after SMM reports stockpile surge (Bloomberg)

BHP offers Port Hedland workers 17% pay rise & bonus amid union dispute (BN)

Premier Coal's Collie mine workers vote for strike amid pay dispute (West)

Copper hits record high on LME amid AI and trade tensions (AFR)

Brazilian congress approves new mining rules to boost minerals investment (Bloomberg)

Ivanhoe boosts Western Forelands copper resource in Congo by 30% to 12Mt, eyes Big Tech offtake (Bloomberg)

SNM ($74m) - Sentinel obtained an option to buy Amazon Mining’s 1% royalty on the Columbia Au-Ag project for 500oz gold ($3.1m), cutting effective royalty to 3.2% from 3.8%

Solvay negotiates rare earths partnership with One Investment Management (Reuters)

BHP and KGHM sign MoU to explore new copper deposits globally amid rising demand (Mining.com)

BMN ($908m) - Bannerman is raising $124m at $4 to fund 55% share of Etango build and ramp‑up

GML ($223m) - Gateway raised $45m at 8c for drilling at Yandal, with Jupiter cornerstoning $20m

AAU ($33m) - Antilles launched an entitlement offer at $0.007 to raise up to $2.6m with a free option

Pallas Resources is raising £15m at £1.75 per share to fund exploration

Interesting to see Solvay’s La Rochelle rare earths plant front and centre again.

Reuters reports OneIM is circling the 78-year-old French facility, one of the few outside China capable of separating all 17 rare earth elements.

It has attracted plenty of strategic interest before. In the pre-price-floor era, upstream miners had an obvious incentive to chase downstream exposure, partly to protect their upstream margins. Lynas, who now enjoys a US$110/kg NdPr floor in Japan and revealed last week it was itself in takeover discussions earlier this year, was amongst them.

WAF ($4.3B) - First Sentier emerged with a 6.1% stake in West African

NWH ($3.5B) - Australian Retirement Trust took a 5% stake in NRW

ASL ($517m) - Stephen Parsons sold $2.5m of Andean and fell below 5%

CRN ($419m) - Coronado abolished the Group COO role, appointing Shaun Newberry Interim COO, Australia (Curragh) and Brett Holbrook Interim COO, US (Buchanan), with Craig Manz to exit

TER ($148m) - TerraCom named Gerard Hutchinson NED

ANX ($68m) - Deep Source sold $558k of Anax shares, trimming to 5.6%

POD ($36m) - Cumulus Wealth took a 7.9% stake in Podium

Why high gold prices are hard work (Strictly Boardroom)

A 175-Year Commodity Market Rule Is Starting to Break (Bloomberg) Nickel vs copper

Claudification™️ Overdrive (Le Shrub)

Times Square gets you eyeballs. Money of Mine gets you the right eyeballs 👇