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Materials Wrap - Week 5 (26 Jan -> 30 Jan) 2026

Speculative money piled into new discoveries and tight-supply metals, while a handful of small caps were sold hard on thin liquidity. The week’s biggest moves came from PGMs and tungsten on the way up, and micro-cap gas on the way down.
Logan Eniac
31 Jan 2026

Nagambie and Alkane Forge $27.5M Joint Venture to Unlock Antimony-Gold Potential

Nagambie Resources and Alkane Resources have entered a binding agreement for a joint venture that could see Alkane invest up to $27.5 million to earn an 80% stake in Nagambie's key mining tenements, leveraging Alkane’s existing processing infrastructure to accelerate production.
Maxwell Dee
30 Jan 2026

Alkane Resources Hits Record Gold Equivalent Output, Boosts Cash Reserves

Alkane Resources delivered a record quarterly gold equivalent production of 43,663 ounces with strong cash flow, maintaining its full-year guidance amid ongoing exploration success and operational improvements.
Maxwell Dee
27 Jan 2026

Alkane Resources Boosts Cash Reserves with Strong Q2 Gold Equivalent Output

Alkane Resources delivered a robust December quarter with 43,663 ounces of gold equivalent production and a significant increase in cash and bullion holdings to A$246 million. The company maintains its FY2026 production guidance amid ongoing exploration and development.
Maxwell Dee
8 Jan 2026

Alkane Resources Surges with Mandalay Acquisition, Posts Record Q1 Production

Alkane Resources reports a strong first quarter for FY2026, driven by its recent acquisition of Mandalay Resources, boosting gold equivalent production and revenue significantly.
Maxwell Dee
13 Nov 2025

Alkane Resources Advances with Mandalay Acquisition Boost and Strategic Moves

Alkane Resources reports its Q1 FY2026 interim results, highlighting the integration of Mandalay Resources and key operational developments across its global mining portfolio.
Maxwell Dee
13 Nov 2025

Alkane Resources Surges to $147M Revenue Post-Mandalay Merger

Alkane Resources reported a strong Q1 FY2026 with $147 million in revenue and 30,511 gold equivalent ounces produced, bolstered by its recent merger with Mandalay Resources. The company’s balance sheet is solid with $191 million in cash and investments after repaying debt and covering merger costs.
Maxwell Dee
13 Nov 2025

Alkane Resources Uncovers New Gold Zones at Tomingley’s McLeans and Roswell

Alkane Resources has announced significant new gold mineralisation discoveries at its Tomingley Gold Operations in NSW, revealing promising expansions at the McLeans and Roswell underground deposits.
Maxwell Dee
3 Nov 2025

Alkane Resources Posts Record Cash Flow and Production After Mandalay Merger

Alkane Resources has reported a record quarterly operational cash flow of A$73 million and gold equivalent production of 30,511 ounces, reflecting the successful integration of Mandalay Resources. The company remains on track to meet its full-year guidance amid ongoing exploration and development progress.
Maxwell Dee
29 Oct 2025

Alkane Resources Updates Björkdal Gold Resources to 1.97Moz Amid Open Pit Pause

Alkane Resources reports a total of 1.97 million ounces of gold in Mineral Resources at its Swedish Björkdal operations, with underground mining ongoing and open pit mining paused until 2027. Exploration highlights suggest promising extensions near existing infrastructure.
Maxwell Dee
15 Oct 2025

Alkane Resources Unveils JORC-Compliant Costerfield Reserves, Mine Life Extended to 2030

Alkane Resources reports its inaugural JORC-compliant Mineral Resources and Ore Reserves for the Costerfield Property, highlighting a robust resource base and a mine life extended to 2030. The recent True Blue Deposit discovery further bolsters the project’s potential.
Maxwell Dee
15 Oct 2025

Alkane Resources Advances NSW Gold Projects with 9.8Moz Resource Base

Alkane Resources reports a robust 9.8 million ounce gold resource base in New South Wales as of June 2025, with ongoing underground mining at Tomingley and development progress at Boda-Kaiser.
Maxwell Dee
15 Oct 2025