Paladin Energy (ASX:PDN) raised FY2026 production guidance to 4.5 to 4.8Mlb after a strong Q3 at Langer Heinrich while its Patterson Lake South EIS approval faces a judicial review.
Mining Stocks
Deep Yellow (ASX:DYL) completed a 133-hole uranium drill program at Tinkas while seismic mapping at Condor identified five priority drill targets for Q2 2026.
Capital is flowing back into the ASX mining project developers. We thought it was time to write another list of companies that locked in financing deals lately. Not just because it has been a while since the last time, but because the character of this cycle is fundamentally different.
The past six months have not been…
BHP Rises on China Deal and Copper Upgrade
BHP (ASX:BHP) shares climbed 1.2% to close at A$56.17 on Wednesday, hitting a seven-week high after the world's largest listed miner delivered a third-quarter production report that ticked every box investors were looking for. BHP beat iron ore estimates with 69.8Mt of WAIO output, settled a months-long…
South32 Guidance Cut Lifts ASX Manganese Interest
South32 (ASX:S32) cut its FY26 Australia Manganese production guidance by 6 per cent in its March quarter report on Wednesday. The downgrade follows Tropical Cyclone Narelle and heavy wet-season rainfall at the Groote Eylandt Mining Company (GEMCO) in the Northern Territory. The bigger picture here is what this…
Mineral Resource Prices US$1.3bn Notes, Easing Debt Fears
Mineral Resources (ASX:MIN) had a volatile Tuesday, climbing as much as 3% in early trade before a late closing-auction lift saw the stock finish up 0.8% at A$62.77. The move followed news that the company had locked in a US$1.3 billion bond deal that quietly fixes its biggest…
Rio Tinto Q1 Copper Up 9% as Cyclones Hit Iron Ore
Rio Tinto (ASX:RIO) released its first-quarter production update earlier this week, and the stock is sitting near record highs. The headline numbers look mixed at first glance. Iron ore production was strong, but two cyclones in Western Australia reduced the amount of the ore…
West African Resources Special Dividend After Kiaka Deal
West African Resources (ASX:WAF) was back trading on the ASX yesterday after the Burkina Faso government formally took an extra 25% slice of the Kiaka gold mine. The state's holding in Kiaka now jumps from 15% to 40%, which leaves West African with 60% instead of 85%.…
US$500k acquisition price, 362ppm Li soil anomalies, and PLS sitting at 5.1% as the strategic backstop
Solis Minerals Limited (ASX:SLM) has acquired a 93,000 hectare district-scale lithium exploration package from a subsidiary of Rio Tinto in the Araçuai-Salinas Lithium Valley in Minas Gerais, Brazil. The purchase price is US$500,000 with a 1.75% Net Smelter Return…
Lynas Rare Earths Q3 sales up 115%, volumes +29% show inflection
In our previous analysis of Lynas (ASX:LYC), we wrote that if NdPr pricing stabilised at A$111/kg into H2 FY26, the earnings uplift would be strong. Q3 is now starting to confirm that view, with revenue reaching A$265 million and showing that the inflection is…
