MI6 ($2.0B) - Minerals 260's DFS grade-control at Bullabulling returned 7m at 10.9 g/t Au from 7m at Phoenix, with 53 infill and extensional results received

WIA ($918m) - Wia extended the Central underground target at Kokoseb by 170m, with 15.5m at 6.5 g/t gold from 500m

TCG ($908m) - Turaco reported 56m at 3.9 g/t gold from 266m at Woulo Woulo (Afema), with an MRE update due in Q4 CY26

BTR ($731m) - Brightstar's 1.5Mtpa Laverton plant at the Goldfields project, WA, remains on schedule and budget for first gold in June 2027

SLS ($471m) - Solstice reported 54.8m at 0.83% Cu and 0.30 g/t Au from 453m at Nanadie

CBE ($410m) - Cobre outlined a fully funded expansion at Sierra Atacama to 25ktpa copper cathode, starting with 18ktpa

PC2 ($379m) - PC Gold defined a North Link zone north of the 1.5Moz MRE at Spring Hill project, and extended Eastern Lode and Macau Extended to 950m, including 8m at 3.64 g/t Au from 79m

AAR ($317m) - Astral drilled 33m at 5 g/t gold from 450m at Theia

POL ($244m) - Polymetals produced 230koz Ag from 68kt processed in the Sept quarter (below plan), ended with $36m cash ($28m restricted) and $18m debt, and targets 105–115kt and >350koz Ag in the Dec quarter | ▼ 9%

SPD ($230m) - Southern Palladium's Updated PFS at Bengwenyama PGM-chrome shows NPV₈ of US$2B and 39.1% IRR, with peak funding of US$329m

MPK ($178m) - Many Peaks to update the MRE this quarter after drilling 189m at 3.6 g/t gold from 633m (etw ~95m) at Ouarigue

TM1 ($149m) - Terra is in halt pending a price query response and exploration results

PGL ($119m) - Pilbara Gold extended gold mineralisation over 1.5km at Terra prospect, Roe Hills, with 11m at 3.63 g/t Au from 104m

PEN ($117m) - Peninsula reported a US$77m FY26 net loss with a US$50m impairment and US$23m inventory write‑down, closed with US$22m cash and drew US$30m post year‑end | ▼ 8%

AT4 ($104m) - American Tungsten & Antimony produced a 99.8% antimony ingot, exceeding Regulus II grade

WCN ($91m) - White Cliff hit copper sulphides from 16m on a 2.8km structure parallel to Danvers 1 at the Rae Copper project | ▲ 7%

SNM ($69m) - Sentinel drilling at the Columbia project extended mineralisation beyond the current pit shell, with 21.7m at 2.19 g/t Au from 36m; updated MRE due in Nov

RTR ($66m) - Rumble will seek a partner for Earaheedy after testwork produced a 61% Zn+Pb bulk concentrate at 79% Zn recovery

STM ($58m) - Sunstone updated the Bramaderos project's MRE to 464Mt at 0.4 g/t AuEq (6.2Moz AuEq), including 229Mt indicated at 0.5 g/t (3.3Moz AuEq) after adding a Copete-Porotillo resource | ▲ 8%

MAT ($46m) - Matsa received a waiver to grant security to Deutsche Balaton over $41.5m loan facilities, including AngloGold option proceeds

AGC ($40m) - Australian Gold and Copper extended mineralisation at Evergreen, NSW: 13m at 3.3 g/t Au and 264 g/t Ag from 99m | ▲ 8%

BMR ($32m) - Ballymore reported 16m at 36.5 g/t Ag, 1.3% Pb, 2.4% Zn and 2.5 g/t In from 12m at Torpy’s, Ruddygore | ▼ 6%

China's thermal coal prices hit three-year high at 1,004 y/t ($150/t) (Bloomberg) Indo shipments down, weak domestic production

Fortescue invests over $600m in Gabon's Belinga iron ore project without final investment decision (Australian)

China's lithium exports to the EU drop 10% following new trade deal (Bloomberg)

Rinehart-backed Arafura expands US rare earths offtake deal (AFR)

Chile's Codelco reports production disruptions following a mine avalanche at El Teniente (Bloomberg)

IXR ($163m) - Ionic agreed a 50:50 JV term sheet with US Strategic Metals for magnet recycling in Missouri with US$100m envisaged, and began a strategic review of the Makuutu HRE project | ▼ 13%

OR3 ($52m) - Ore Resources staked 18 tenements, lifting Kal East Gold tenure 55% to >1,100km², with Mt Monger drilling in Nov

MMA ($132m) - Maronan will raise $20m at 40c to fast-track DFS, with Kinterra Capital participating to 23% | We’re watching…

REC ($49m) - Recharge Metals is raising $3m at 3.6c

TZN ($43m) - Terramin raised $799k at 1.8c; expected shortfall allocations: $10m to Feny (Hong Kong) and $12.2m to Asipac

ILT ($31m) - Iltani raised $4.4m at 39c via a placement with 1-for-2 options (ex 57c, 3-year)

M4M ($27m) - Macro Metals raised $2.6m at $0.005

French government to become top shareholder in Eramet through capital increase (FT)

Perseus is still sitting on its PDI Gold stake, and we find that telling.

Remember, Perseus owned 19.9% of Predictive before its merger with Robex. Its 93m shares now represent 9.5% of the enlarged company.

Bankan's long-awaited exploitation permit is still outstanding, having spent well over a year approaching the finish line (it was lodged in January 2025).

We wouldn't be surprised if Perseus has unfinished business here, and the eventual arrival of that permit provides the catalyst for another tilt.

Of course, any renewed approach would need to be spectacular to get a hearing. The Battle for Bankan made one thing abundantly clear: PDI shareholders preferred backing the faster horse over taking Perseus paper - even with a premium.

AUC ($701m) - Weiss sold $12.1m of Ausgold shares, cutting its stake to 7.4%

BVR ($71m) - Regal ceased to be a substantial holder in Bellavista

How US know-how is fracking Australia into a gas boom (Fortune) On TBN

Hormuz 2030 (YWR) On not ignoring market’s biggest issue. Makes us think of Aussie coal names

Lowell’s John Forwood sees value in juniors despite rising bond yields (Stockhead)

Remember when Southern Palladium wanted to become Southern Platinum last year, before shareholder backlash saw the name-change resolution pulled?

Perhaps it's time to circulate a petition for Southern Rhodium?