PresentationHello, everyone. Today's presentation has been released to the Australian Stock Exchange and is available on our website. This webcast is being recorded and will be available on our website after the event. Our Climate Change Action Plan will be subject to a nonbinding advisory shareholder vote at our AGM in October, and we look forward to the opportunity for questions following today's presentation.Graham KerrCEO, MD & Executive Director Thanks, Susie. Hello, everyone. Welcome to today's presen ...

PresentationHello, everyone. Today's presentation has been released to the Australian Stock Exchange and is available on our website. This webcast is being recorded and will be available on our website after the event. Our Climate Change Action Plan will be subject to a nonbinding advisory shareholder vote at our AGM in October, and we look forward to the opportunity for questions following today's presentation.Graham KerrCEO, MD & Executive Director Thanks, Susie. Hello, everyone. Welcome to today's presen ...

Global lithium producers tumbled on Tuesday after Contemporary Amperex Technology (CATL) CYATY, the world's largest battery maker, announced that it is preparing to resume operations at its Jianxiawo mine in Yichun, Jiangxi province, earlier than expected.The mine, one of China's largest lithium sources, produces over 46,000 metric tons of lithium carbonate equivalent annually, roughly 3% of the world's projected supply in 2025, according to Australian government estimates. CATL had halted operations on Aug ...

Core Viewpoint - Global Energy Metals Corporation has entered into a letter of intent to acquire Luna Energy Ltd, aiming to enhance its position in the uranium sector amid rising global demand for nuclear energy as a clean power source [1][2][3] Company Summary - The acquisition will allow Global Energy Metals to gain immediate access to a portfolio of uranium projects in Paraguay, a region identified as under-explored yet mining-friendly [1][3] - The transaction aligns with the company's strategy to diversify its energy metals portfolio, focusing on quality assets in the critical minerals sector [3][5] - Following the acquisition, Luna will become a wholly owned subsidiary of Global Energy Metals, with existing directors continuing to lead the company [5][7] Project Portfolio - Luna Energy has focused on exploring the uranium potential of the Paraná sedimentary basin in Paraguay, controlling one of the largest under-explored uranium land positions in South America [4][12] - The company also holds prospective lithium and other critical mineral assets in the region, enhancing its overall portfolio [4] Transaction Details - The transaction involves the exchange of all issued shares of Luna for 7,239,870 common shares of Global Energy Metals after a share consolidation [6][10] - A concurrent financing plan aims to raise up to $2 million through the issuance of units at a price of $0.15 per unit, which will support exploration and development efforts [9][10] Market Context - The mining industry is experiencing a transformation due to increased demand for critical minerals and a shift towards sustainable energy solutions, creating significant investment opportunities [3] - The global uranium demand is projected to rise significantly over the next decade, driven by the expansion of nuclear energy as a clean power source [2]

Orrön Energy AB (“Orrön Energy”) is pleased to announce the composition of the Nomination Committee for the 2026 Annual General Meeting (“AGM”) to be held on 1 April 2026. The Nomination Committee has been formed with the following members: Aksel Azrac (Nemesia S.à.r.l.)Richard Ollerhead (JNE Partners LLP)Sussi Kvart (Handelsbanken Fonder AB) At the Nomination Committee’s first meeting, Aksel Azrac was elected as Chair of the Nomination Committee. The Nomination Committee shall make recommendations to the 2 ...

Orrön Energy AB (“Orrön Energy”) is pleased to announce the composition of the Nomination Committee for the 2026 Annual General Meeting (“AGM”) to be held on 1 April 2026. The Nomination Committee has been formed with the following members: Aksel Azrac (Nemesia S.à.r.l.)Richard Ollerhead (JNE Partners LLP)Sussi Kvart (Handelsbanken Fonder AB) At the Nomination Committee’s first meeting, Aksel Azrac was elected as Chair of the Nomination Committee. The Nomination Committee shall make recommendations to the 2 ...

Summary of South32's Climate Change Action Plan Presentation Company Overview - **Company**: South32 - **Industry**: Mining and Metals Key Points and Arguments Climate Change Action Plan (CCAP) - South32 is presenting its second CCAP, highlighting progress since the first plan released in February 2022 [3][4] - The company acknowledges the significant impact of climate change on the mining industry, affecting both the commodities produced and the methods of production [4][5] - The energy transition presents both opportunities (increased demand for critical minerals) and risks (energy intensity of metal processing) [4][5] Strategic Focus - South32 is focusing on positioning its portfolio for the energy transition, reducing operational emissions, and supporting emissions reduction across its value chain [5][6] - The company aims to achieve net zero operational emissions by 2050, with a target to halve net operational emissions by 2035 [6][12] - The portfolio has shifted from less than 50% revenue from aluminum and base metals in 2015 to approximately 90% today [7] Portfolio Development - Development of the Taylor deposit at the Hermosa project is expected to yield attractive returns by producing zinc, lead, and silver, which are critical minerals [8] - South32 is actively exploring new base metals mines and has exited lower-return businesses to focus on high-return opportunities [9] Emission Reduction Efforts - Over 90% of operational emissions come from the aluminum value chain, with significant contributions from Hillside and Worsley operations [14][15] - Hillside's emissions are primarily from coal-fired power, and the company is seeking affordable low-carbon energy solutions [16][18] - Worsley Alumina has reduced emissions through coal-to-gas boiler conversions, contributing to a 12% reduction in scope one emissions [19][20] Financial and Operational Resilience - The company is implementing a three-year climate adaptation and resilience plan to improve resilience to physical climate risks [22] - South32 is focused on engaging with stakeholders to secure low-carbon power and improve energy efficiency [30][46] Future Outlook - The company is committed to transparently reporting progress and addressing challenges related to climate change [25][26] - Key milestones include securing affordable electricity for Hillside by 2031 and continuing decarbonization efforts at Worsley [47][48] Additional Important Content - The geopolitical landscape of climate action is becoming more fragmented, increasing uncertainty for companies like South32 [5] - The company recognizes the importance of multi-stakeholder collaboration to achieve its climate goals [30][46] - South32 has reduced scope three emissions by around 80% since FY 2019, largely due to the sale of Illawarra metallurgical coal [21] - The company is actively assessing physical climate risks and their financial implications as part of its risk management processes [41][42] This summary encapsulates the critical aspects of South32's climate strategy, operational focus, and future commitments in the context of climate change and the energy transition.

Climate Change Action Plan - South32 set a target to halve net operational emissions (Scope 1 and 2) by FY35, relative to FY21 levels[28] - The company expanded its net zero by 2050 goal to include Scope 3 emissions[28] - South32 sold Illawarra Metallurgical Coal (IMC), reducing transition risk and Scope 3 emissions[28] - The company converted two of Worsley Alumina's coal-fired boilers to natural gas as an interim step[28] Portfolio and Capital Expenditure - 51% of South32's FY25 Underlying EBITDA is from the Aluminium value chain[30] - 23% of South32's FY25 Underlying EBITDA is from Manganese[30] - 100% of South32's capital expenditure is directed towards transition materials[36] - Capital expenditure during CCAP 2022 (FY23 to FY25) was US$71 million[40] Emissions - Hillside Aluminium accounts for 58% of South32's operational emissions[45] - Worsley Alumina accounts for 16% of South32's operational emissions[45] - Mozal Aluminium accounts for 17% of South32's operational emissions[45] - Portfolio reshaping has contributed to an approximately 80% reduction in Scope 3 emissions[63]

Company Overview - GE Vernova Inc. (GEV) is a global energy company with a market cap of $163.4 billion, focusing on generating, transferring, converting, storing, and orchestrating electricity through its Power, Wind, and Electrification segments [1][2] - The company combines advanced research, consulting, and financial services to accelerate the energy transition worldwide [2] Stock Performance - GEV shares have decreased 11.4% from their 52-week high of $677.29 but have increased 23.8% over the past three months, outperforming the Industrial Select Sector SPDR Fund's (XLI) 4.4% gain during the same period [3] - Year-to-date, GEV stock is up 82.5%, significantly outpacing XLI's 14.8% return, and has soared 202.6% over the past 52 weeks compared to XLI's 20.2% return [4] Financial Results - GEV reported stronger-than-expected Q2 results with a profit of $1.86 and revenue of $9.1 billion, leading to a 14.6% surge in shares on July 23 [5] - The company raised its full-year free cash flow forecast to $3 billion - $3.5 billion, representing a more than 44% increase at the midpoint, and guided 2025 revenue toward the high end of $36 billion - $37 billion [5] - Strong performances were noted in the Power unit, with profit up 27% to $778 million, and the Electrification unit, where profit more than doubled to $332 million [5] Competitive Position - GEV stock has significantly outperformed its rival Honeywell International Inc. (HON), which has dipped 4.9% year-to-date and risen 8.4% over the past 52 weeks [6] - Analysts maintain a cautiously optimistic outlook for GEV, with a consensus rating of "Moderate Buy" from 28 analysts and a mean price target of $660.21, indicating a nearly 10% premium to current levels [6]

Taseko Mines (TGB) 2025 Conference Summary Company Overview - Taseko Mines is a Canadian-based copper mining company focused on North America, currently operating the Gibraltar mine in British Columbia and developing the Florence Copper Project in Arizona [3][4][6] - The company has a total of 15 billion pounds of proven and probable copper reserves [6] Key Projects Gibraltar Mine - The Gibraltar mine has been operational for 20 years, producing approximately 120 million to 130 million pounds of copper annually [7][14] - Recent challenges included mining lower-grade ore, but improvements are expected as the company moves to higher-quality ore [13][14] - The mine has a life expectancy of 20 years with no major capital expenditures anticipated in the near term [15][16] Florence Copper Project - The Florence project is a unique in-situ copper recovery operation, expected to start production soon [18][19] - The project is 95% complete, with first copper production anticipated by December 2025 [24][25] - The expected production cost is around $1.11 per pound, positioning it in the first quartile of production costs [23] - The project is designed to produce refined copper, addressing the U.S. market's need for domestic refined copper [11][12] Future Development Projects - **Yellowhead Project**: A greenfield project with a 25-year mine life, expected to produce over 200 million pounds of copper annually at a cash cost below $2 per pound [30][31] - **New Prosperity Project**: A large undeveloped copper-gold porphyry resource with significant historical permitting challenges, but recent agreements with local indigenous nations may pave the way for future development [32][33][57] Market Position and Growth Potential - Taseko believes it is undervalued in the market, particularly regarding its development assets like Florence [8][39] - The company is well-positioned to benefit from increasing copper demand driven by electrification and AI-related infrastructure growth [10][11] Financial Strategy - Taseko aims to reduce its debt from $500 million to around $400 million over the next few years, targeting a debt-to-EBITDA ratio below one [60][61] - The company is considering share buybacks and potential dividends as cash flow increases from Florence and Gibraltar [38][39] Community Engagement and Permitting - Successful community engagement is critical for project advancement, as demonstrated by the turnaround in local support for the Florence project [66][68] - Ongoing efforts are being made to build relationships with local communities for the Yellowhead and New Prosperity projects [69][70] Conclusion - Taseko Mines is positioned for significant growth with its current and future projects, particularly with the Florence Copper Project nearing production and the potential for further development in Yellowhead and New Prosperity [6][8][30] - The company emphasizes the importance of community acceptance and prudent financial management to unlock shareholder value [70][71]