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New Gold: Still A Buy Despite The Recent Surge
Seeking Alpha· 2025-09-05 19:01
Since my article titled New Gold: Potentially Perfect Timing Makes It A Buy was published, New Gold (NYSE: NGD ) is up significantly. However, the key thing to remember here is that the stock’s performanceAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could ...
Patria Investments: Unlocking Latin American Value And Exceptional Growth
Seeking Alpha· 2025-09-03 16:45
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Element 29 Continues Potential Resource Expansion Drilling at Its Elida Porphyry Cu-Mo-Ag Deposit in Perú
Newsfile· 2025-09-03 13:35
Element 29 Continues Potential Resource Expansion Drilling at Its Elida Porphyry Cu-Mo-Ag Deposit in PerúSeptember 03, 2025 9:35 AM EDT | Source: Element 29 Resources Inc.Vancouver, British Columbia--(Newsfile Corp. - September 3, 2025) - Element 29 Resources Inc. (TSXV: ECU) (OTCQB: EMTRF) (BVL: ECU) ("Element 29" or the "Company") is pleased to announce the commencement of drilling activities at its Elida Porphyry Copper ("Cu") - Molybdenum ("Mo") - Silver ("Ag") Deposit ("Elida") in central ...
Metallium Awarded its First SBIR Contract from Department of Defense to Use the Company's Flash Joule Heating Technology for Domestic Gallium Recovery from LED Scrap and other Gallium-Rich Waste Streams
Prnewswire· 2025-09-02 12:40
HOUSTON, Sept. 2, 2025 /PRNewswire/ -- Metallium Ltd. (ASX: MTM; OTCQX: MTMCF), announced that its wholly-owned US subsidiary, Flash Metals USA Inc., has been awarded a Phase I Small Business Innovation Research (SBIR) contract by the U.S. Department of Defense through the Defense Logistics Agency. The award, valued at A$100,000, will apply Metallium's proprietary Flash Joule Heating process to recover gallium from waste streams, including LED scrap and gallium-rich waste streams. These feedstocks also cont ...
Visionary Targets Expansion of Pt. Leamington Deposit, Central Newfoundland
Globenewswire· 2025-09-02 12:30
Highlights: Strike Extension to South: Drill test continuity between the Pt. Leamington Deposit/South Zone with airborne EM anomaly potentially doubling the near-surface strike length.Near-Surface In-Pit Copper Stringer Zone: Resample and drill across 150m strike to assess unsampled footwall pyrite/chalcopyrite mineralization, aiming to grow near-surface copper and gold resources within the pit shell.Deeper Footwall Horizon Exploration: Target emerging Lower Footwall Zone with drilling between historic inte ...
X @Bloomberg
Bloomberg· 2025-09-01 18:10
Industry Restructuring - Glencore's South African ferrochrome venture has initiated restructuring discussions [1] - The restructuring talks may result in job losses [1] - This follows the closure of some of Glencore's plants months prior [1]
LUCA DRILLS 37 METRES OF 6 G/T GOLD, 370 G/T SILVER AND 6% ZINC AT CAMPO MORADO
Prnewswire· 2025-08-27 13:00
Core Insights - Luca Mining Corp. has reported significant high-grade mineralization results from its drilling activities at the Campo Morado mine, indicating strong potential for gold, silver, copper, zinc, and lead deposits [4][6][21] - The ongoing exploration programs, both underground and surface, aim to expand the existing mineral resources and confirm the potential of the Reforma and El Rey deposits [12][15][21] Exploration Results - Surface drillhole CMRF-25-07 intersected 37.2 meters of 13.85 g/t AuEq, including 6.2 meters of 43.77 g/t AuEq [4][7] - Underground drillhole CMUG-25-022 returned assays of 5.5 meters of 15.2 g/t AuEq from an unmined area within 20 meters of current underground workings [3][4] - A total of 24 underground drillholes have been completed, totaling 5,070 meters, as part of the Phase 1 exploration program [4][9] Project Development - The Campo Morado mine covers a land package of over 121 square kilometers and hosts several polymetallic massive sulphide deposits [5][22] - The current exploration campaign is the first substantive exploration since 2014, focusing on defining mineable resources and testing new zones [15][16] - A Phase 2 drilling program is anticipated to follow up on positive results and target additional high-grade gold areas [6][9] Historical Context - Previous exploration efforts at Campo Morado have produced a comprehensive geological database, including over 600,000 meters of drilling and various geophysical surveys [17] - The exploration results have exceeded historical grades and widths, indicating a potential for significant resource expansion [2][6] Market Potential - The rising prices of gold and silver present an attractive opportunity for the company to enhance its asset base through the exploration of the Reforma and El Rey deposits [14][21] - The company aims to systematically explore over 38 identified priority targets within the Campo Morado concession [13]
Hayasa Metals Announces Option Agreement on Vardenis Copper-Gold Project
Newsfile· 2025-08-27 10:30
Vancouver, British Columbia--(Newsfile Corp. - August 27, 2025) - Hayasa Metals Inc. (TSXV: HAY) (OTCQB: HAYAF) (FSE: FR2) ("Hayasa" or the "Company") is pleased to announce that it has entered into an amended and restated option and joint venture agreement (the "Agreement") which grants Teck Resources Limited ("Teck") the sole and exclusive option to acquire up to an 80% interest in Mendia Resources LLC ("Mendia"), the company that owns the geological exploration license relating to the Vardenis copper-go ...
X @Bloomberg
Bloomberg· 2025-08-27 04:20
China’s Zijin Mining, the world’s third-biggest metals miner by market value, warned that growing geopolitical competition presents a challenge as nations vie to secure supplies of strategic commodities. https://t.co/Cu47Uf1tUf ...
Strickland Metals Limited (STK) Update / Briefing Transcript
2025-08-26 05:02
Summary of Strickland Metals Limited (STK) Update - August 26, 2025 Company Overview - **Company**: Strickland Metals Limited (ASX Code: SDK) - **Recent Activity**: Exceptional drilling results from the Rygosna project in Serbia, with an eight rig drill program in operation [1][2] Key Developments - **Cenat Deposit**: New high-grade copper-gold discovery reported [2] - **Divestment**: Completed the sale of the Yandel gold project in Western Australia to Gateway Mining [2] - **Institutional Ownership**: Approximately 25% institutional ownership, indicating strong market interest [9] Financial Position - **Cash Reserves**: $32.7 million in cash and Northern Star shares, plus an additional $9 million from Gateway shares [9] - **Market Capitalization**: Approximately $320 million [64] - **Monthly Expenditure**: Currently spending about $3 million per month [64] Exploration and Drilling Updates - **Drilling Progress**: Over 100 personnel working on the project, with eight rigs operational [7] - **Drilling Rates**: Average of 30 meters per day per rig, with a target of 50,000 meters by year-end [67][92] - **Assay Turnaround**: Assays processed in batches, with a turnaround time of 4 to 6 weeks [69] Resource and Geological Insights - **Rogozna Project**: Contains 7.4 million ounces of gold equivalent in inferred resources [11] - **Geological Context**: Located in the Tethian Belt, a significant mineral-rich area comparable to Chile or Peru [10] - **Future Goals**: Aim to increase resources to over 10 million ounces within the next twelve months [64] Specific Project Highlights - **Gardena Deposit**: Focus on drilling to establish resources, with significant gold grades reported [32][33] - **Chennatz Deposit**: High-grade zones identified, with ongoing drilling to improve resource estimates [22][23] - **Kotlovy Discovery**: Initial drilling results indicate potential for economic mineralization [42][43] - **Copper Canyon**: Reevaluation of gold potential beneath the copper zone, with ongoing drilling [49][50] Community and Sustainability Efforts - **Local Employment**: Increased workforce from 25-30 to 55 employees, with a focus on local hires [60] - **Diversity Initiatives**: Female representation in the workforce increased from 10-15% to over 30% [61] - **Community Engagement**: Investment in local projects and establishment of a community center in Novi Pazar [62][63] Market and Investor Sentiment - **Market Reaction**: Mixed responses to drilling results, with a noted desensitization to high-grade intercepts [72][73] - **Long-term Outlook**: Strong support from institutional investors, with a focus on sustainable growth and resource development [75][76] Regulatory Environment - **Government Involvement**: No direct government ownership in Strickland or the project, but positive relations with the Serbian government [98] Conclusion - **Strategic Focus**: Strickland Metals is well-positioned for growth with a solid financial foundation, ongoing exploration success, and a commitment to community and sustainability initiatives. The company aims to enhance its resource base and market presence in the coming years [64][65]