Latest Production Guidance News

Small caps did the heavy lifting this week, led by two big discovery stories in resources. Funding raises and takeover moves kept attention on who can pay for the next step, not just promise it.

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.

ioneer Ltd has raised approximately US$50.4 million through an institutional placement to fund the advancement of its Rhyolite Ridge lithium-boron project in Nevada towards a Final Investment Decision in the second half of 2026. The capital injection supports project readiness, environmental permitting, and early works for this strategically significant US critical minerals asset.

Kingsgate Consolidated has delivered a stellar December quarter, boosting cash reserves by 56% and maintaining robust production guidance for FY26 amid favourable gold and silver prices.

Peninsula Energy reports strong progress at its Lance Uranium Project in Wyoming, with key production milestones reached and the company on track to meet 2026 uranium output targets amid a buoyant market.

Emerald Resources NL reported solid December quarter gold production from its Okvau Gold Mine and significant resource upgrades at its Dingo Range and Memot projects, underpinning its growth trajectory.

Robex Resources has achieved a significant milestone with the first gold pour at its Kiniero Gold Project in Guinea, while securing strong shareholder backing for its merger with Predictive Discovery Limited.

PLS Group reported a robust December quarter with higher sales and revenue, while evaluating a potential restart of its Ngungaju processing plant. The company reaffirmed FY26 guidance amid improving lithium market conditions.

Genesis Minerals delivered record gold production and a robust cash build in December 2025, while accelerating development at its Tower Hill project ahead of schedule.

Ora Banda Mining has approved a $63.2 million investment to advance its growth projects, including a new 3Mtpa processing plant and the Waihi open pit mine, marking a significant step in expanding its Western Australian operations.

Perseus Mining reported a mixed December quarter with stable overall production guidance but rising costs and strong cash reserves, while advancing key projects in West Africa and Tanzania.

Perseus Mining reported steady gold production in Q2 FY26 with 88,888 ounces at a higher cost, maintaining a robust cash and bullion balance of US$755 million. The company’s development projects remain on track despite increased royalties and a rejected acquisition bid.