How Could Fortescue's (ASX:FMG) CMRG Negotiations and Blacksmith Milestone Shape Its Near-Term Outlook?

• Maiden Blacksmith Ore Reserve of 196Mt at 58.0% Fe declared alongside a 153% increase in Mineral Resources to 615Mt

Sonal Goyal | 05 November 2026

How Is Greatland Resources (ASX:GGP) Progressing Its Havieron Development While Delivering From Telfer?

• Havieron project construction commenced in September 2026 following receipt of all secondary approvals

Sonal Goyal | 05 November 2026

• Cash and equivalents rose A$78 million to A$598 million, with underlying cash generation of A$157.4 million

Sonal Goyal | 05 November 2026

• Nova nickel operations concluded after nearly a decade, with production expected to exceed the top end of LOM guidance

Sonal Goyal | 05 November 2026

• Q4 zircon sand prices are expected to reach US$1,825/t, incorporating a further US$80/t increase on Q3-contracted volumes

Sonal Goyal | 05 November 2026

• Average selling price across all rare earth products reached a record A$102.1/kg, an 88% increase from Q1 FY26

Sonal Goyal | 05 November 2026

• Onslow Iron shipped 9.2Mt at a FOB cost of $53/wmt, outperforming the guidance range of $54-$58/wmt

Sonal Goyal | 05 November 2026

• Returned US$1.9 billion to shareholders through dividends and share repurchases since the last earnings call

Sonal Goyal | 05 November 2026

• KCGM mill tie-in completed on 28 September 2026 with commissioning of the integrated plant now underway

Sonal Goyal | 05 November 2026

•Miningat the high-grade Waihi Underground operation started ahead of schedule

Sonal Goyal | 05 November 2026