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巴克莱: 铂金价格突破背后的原因是什么
2025-06-18 00:54
Equity Research 13 June 2025 Barclays Metals & Mining Mined Matters – What's behind the platinum breakout? Our weekly briefing covering top news flow in the space, chart of the week, latest positioning data, commodity price moves, sound bites from the supply chain, recent global research, upcoming events, and corporate access. Chart of the Week European Metals & Mining NEUTRAL European Metals & Mining Amos Fletcher, CFA +44 (0)20 7773 2225 amos.fletcher@barclays.com Barclays, UK Ian Rossouw, CFA +44 (0)20 3 ...
MMG Limited (01208) Earnings Call Presentation
2025-05-22 05:11
Business Strategy and Vision - MMG aims to grow and diversify its resource, production, and value by leveraging Chinese and international expertise, with a vision to become a leading international mining company for a low-carbon future[15, 16] - MMG's strategy includes maximizing asset value and competitiveness by expanding around existing regions and commodities, and stepping into new regions with future-facing commodities[16] Operational Performance and Contribution - MMG's operations span four mineral-rich regions, including Australia, Botswana, Democratic Republic of the Congo, and Peru, contributing to the economic and social development of host countries[26, 27] - Australia operations produced 219,90026 tonnes of zinc in zinc concentrate and 41,65646 tonnes of lead in lead concentrate[27, 32] - Botswana operations produced 30,96152 tonnes of copper in precious metals concentrate[27, 32] - Democratic Republic of the Congo operations produced 44,59710 tonnes of copper cathode[27, 32] - Peru operations produced 322,91284 tonnes of copper in precious metals concentrate and 6,77579 tonnes of molybdenum in concentrate[27, 32] Safety and Sustainability - MMG is committed to reducing its Total Recordable Injury Frequency (TRIF), with a current YTD 2025 TRIF of 204 across all locations[22] - Dugald River solar farm operation led to a 30% reduction in their scope 2[60] Community Partnerships and Social Performance - Las Bambas is investing S/184 million in Cotabambas education[36] - Kutuctay Bridge investment of S/44 million transformed regional connectivity[39] Growth and Diversification - Nickel Brazil acquisition represents a significant milestone in MMG's diversification journey, with ~52 Mt of contained Ni in resources[58, 65]
K92 Mining Announces the Passing of Board Member, Graham Wheelock
Globenewswire· 2025-05-05 10:30
VANCOUVER, British Columbia, May 05, 2025 (GLOBE NEWSWIRE) -- K92 Mining Inc. (“K92” or the “Company”) (TSX: KNT; OTCQX: KNTNF) announces with tremendous sadness the passing of our fellow director and colleague, Graham Wheelock. Graham served on K92’s Board of Directors continuously from February 2016, having been appointed to the Board of K92 when the Company first began trading in 2016. Graham’s extensive mining career as a geologist and mining professional spanned over 40 years working for international ...