Core Viewpoint - Xanadu Mines Ltd is undergoing a significant corporate transaction with Bastion Mining Pty Ltd, which has made an off-market takeover bid for the company, acquiring over 90% of its shares and issuing a Notice of Compulsory Acquisition for the remaining shares [2][16]. Corporate Transaction - The Board of Xanadu recommended the takeover offer from Bastion, which was priced at A$0.08 per share, representing a 57% premium to Xanadu's closing price on 16 May 2025 [6][8]. - Bastion's takeover offer was declared unconditional after it acquired more than 50% of Xanadu shares, and the Board urged shareholders to accept the offer promptly [6][15]. - The exclusivity arrangement with Zijin Mining Group Co. Ltd expired without finalizing a control transaction, leading to renewed discussions with other interested parties [5][6]. Financial Highlights - As of 30 June 2025, Xanadu held A$18.532 million in cash and had 2,291,211,189 fully paid ordinary shares issued [20][18]. - During the quarter, Xanadu raised A$17.2 million through a share subscription agreement with Bastion, which involved the subscription of 286,829,633 shares at A$0.06 each [21][22]. - The company reported net cash used in operating activities of A$2.321 million for the quarter [45]. Project Development - Xanadu's Kharmagtai Copper and Gold Project is expected to be a major mine in Mongolia, with Bastion and Zijin Mining Group set to advance the project towards production [4][5]. - Technical discussions for the Bankable Feasibility Study (BFS) at Kharmagtai continued during the quarter, alongside community and regulatory engagement programs [17]. Shareholder Engagement - The Takeover Board Committee of Xanadu unanimously recommended that shareholders accept Bastion's offer, contingent on the absence of a superior proposal and the Independent Expert's assessment of the offer's fairness [11][15]. - Following the acquisition of over 90% of shares, Bastion issued a Notice of Compulsory Acquisition for the remaining shares, indicating its intent to delist Xanadu from ASX and TSX exchanges [13][16].

Group 1: Exploration and Discovery - The La Verde copper-gold porphyry discovery has expanded significantly, with mineralization confirmed over 1 km in length and up to 750 m in width, remaining open laterally and at depth [6][14][16] - Recent drill results include significant intercepts such as 389 m grading 0.4% Cu and 0.1 g/t Au from 4 m depth (DKP030) and 286 m grading 0.3% Cu and 0.1 g/t Au from 4 m depth (DKP027) [6][20][14] - A phase-two expansion drilling program is planned to further explore higher-grade centers at depth, with regulatory applications for access already submitted [15][16] Group 2: Strategic Developments - The Costa Fuego Copper-Gold Project and Huasco Water Project have been registered for priority status by the Chilean Ministry of Economy, allowing for expedited administrative processes [2][29][31] - The company is advancing a strategic partnering process to secure qualified partners for funding and delivery of the Costa Fuego and Huasco Water projects, with BMO Capital Markets appointed as financial advisor [3][25][24] - New appointments to the board include Mr. Stuart Mathews as Non-Executive Chair and Mr. Alberto Cerda as Project Director, enhancing the leadership team's capabilities [7][34][32] Group 3: Financial Position and Expenditure - As of June 30, 2025, the company reported a cash position of A$5.2 million and expects an additional A$2.0 million from VAT reimbursements [26][27] - The operating expenditure for the quarter included A$3.3 million for exploration and evaluation, with A$1.7 million spent on exploration activities across La Verde and southern landholdings [27][28] - The company is exploring various funding opportunities, including royalties, streaming, and equity funding, to support its projects [28][10] Group 4: Technical Reports and Studies - An independent NI 43-101 technical report for the Costa Fuego Copper-Gold Project has been filed, confirming no material differences from previously announced PFS results [35] - The Pre-Feasibility Study (PFS) indicates that funding of approximately US$1.27 billion will be required to achieve the outcomes indicated, including reaching the Definitive Feasibility Study (DFS) [10][5][4]

Core Viewpoint - Atico Mining Corporation successfully closed its LIFE Offering and Rights Offering, raising a total of approximately $6.49 million to strengthen its financial position and advance strategic goals at its El Roble mine and La Plata project [1][2]. Group 1: Offerings Details - The LIFE Offering involved the sale of 29,090,910 units at a subscription price of $0.11 per unit, generating gross proceeds of $3.2 million [1]. - The aggregate gross proceeds from both the LIFE Offering and the Rights Offering amounted to $6,487,572.42 [1]. - Each LIFE Unit consisted of one common share and one transferable warrant, with the warrant exercisable at $0.18 for two years [2]. Group 2: Use of Proceeds - The net proceeds from the Offerings will be allocated to the development of the La Plata project in Ecuador, additional drilling at the El Roble mine in Colombia, and general corporate purposes [5]. Group 3: Related Party Transactions - Certain officers of the Company acquired a total of 590,001 LIFE Units, classifying the LIFE Offering as a related party transaction [6]. - The LIFE Offering is exempt from formal valuation and minority shareholder approval requirements under MI 61-101 due to specific conditions met [6]. Group 4: Company Overview - Atico Mining Corporation is focused on exploring, developing, and mining copper and gold projects in Latin America, generating significant cash flow from the El Roble mine and developing the La Plata project [9].

Core Viewpoint - Pacific Ridge Exploration Ltd. is advancing its RDP copper-gold project in British Columbia, with ongoing drilling aimed at expanding on previous high-grade mineralization results [1][3]. Company Overview - Pacific Ridge Exploration Ltd. is focused on becoming a leading copper exploration company in British Columbia, with a portfolio that includes the RDP copper-gold project, Kliyul copper-gold project, Chuchi copper-gold project, Onjo copper-gold project, and Redton copper-gold project [8]. Project Details - The RDP project is located in B.C.'s Golden Horseshoe and has returned significant drilling results, including a notable interval of 107.2 m with 1.39% copper equivalent and 2.06 g/t gold equivalent from drill hole RDP-22-005 [2]. - The Day target at RDP features a 100 x 150 m outcrop with porphyry Cu-Au-Ag mineralization, primarily consisting of chalcopyrite and bornite [4]. - Drilling results indicate that the Day target has a steeply northward-dipping structure with dimensions of approximately 310 m east-west, 100 m north-south, and up to 600 m vertical depth, remaining open in multiple directions [5]. Exploration Context - The Toodoggone district, where RDP is located, is gaining attention due to recent discoveries, positioning it as a hot exploration area [3].

Core Viewpoint - Inflection Resources Ltd. has successfully acquired a 100% interest in a portfolio of copper-gold projects located in the Northern Territory and New South Wales, Australia from Newmont Corporation [1] Group 1: Acquisition Details - The acquisition was made pursuant to an Agreement announced on June 16, 2025, which includes milestone payments, royalties, and the issuance of 1,250,000 common shares of Inflection to an affiliate of Newmont [2]

Core Viewpoint - Sendero Resources Corp. has executed a definitive option agreement with Energía y Minerales Sociedad del Estado (EMSE) to formalize rights to exploration claims in Argentina, enhancing its land position in a copper and gold prospective district [1][2]. Group 1: Agreement Details - The new option agreement replaces the original agreement dated March 4, 2024, and applies to eight exploration claims covering a total area of 9,177 hectares (91.7 km²) [1][2]. - The total project area, including the adjacent Peñas Negras project, now comprises 21,177 hectares (211.77 km²) [2]. Group 2: Financial Commitments - The company has the right to acquire a 100% interest in the EMSE claims by incurring a total of US$5,000,000 in exploration expenditures over five years, paying an aggregate of US$65,000 over five years, and granting a 1.0% NSR royalty over all EMSE and Peñas Negras claims [6]. Group 3: Strategic Importance - The Peñas Negras Project is strategically located in the Vicuña Belt, with geological characteristics similar to other deposits in the area, and has identified multiple porphyry and high-sulfidation epithermal targets [7]. - The project is situated approximately 18 km southeast of the Caserones mine operated by Lundin Mining, indicating its proximity to significant mining operations [7]. Group 4: Company Vision - The CEO of Sendero Resources Corp. expressed commitment to advancing exploration and ensuring equitable sharing of development benefits with the local community in La Rioja [3].

Core Viewpoint - Western Copper and Gold Corporation is advancing its Casino Project by submitting an Environmental and Socio-economic Effects Statement (ESE Statement) to the Yukon Environmental and Socio-economic Assessment Board (YESAB) by the end of October 2025, highlighting the project's commitment to sustainability and community engagement [1][2][4]. Group 1: Project Development - The ESE Statement includes extensive technical work, environmental and socio-economic baseline studies, and assessments [2]. - The company is in the final stages of compiling and refining the ESE Statement, indicating significant progress in the project [3]. - Western Copper and Gold Corporation is the first to undertake a Panel Review in the Yukon, which is the highest level of rigor for project assessment in the territory [4]. Group 2: Community Engagement - The company has achieved a high level of consultation with First Nations and local communities, which is enhancing the project's strength [2]. - The feedback from community engagement is being integrated into the project development process [2]. Group 3: Strategic Positioning - The Casino Project is positioned as one of Canada's largest and most advanced critical minerals projects, aligning with Yukon and Federal priorities around resource security and infrastructure development [4][5]. - The company emphasizes its commitment to responsible mining technologies and practices while collaborating with local communities [5].

Core Viewpoint - ACG Metals Limited has reported strong operational results for H1 2025, including a significant increase in production guidance and advancements in the Gediktepe Sulphide Expansion Project, while maintaining a leading safety record [1][4][7]. H1 2025 Operational Highlights - Production guidance for FY2025 has been upgraded from 30-33 koz to 36-38 koz AuEq, driven by operational improvements and higher recoveries of gold and silver [7]. - The company achieved a 3% increase in Gold Equivalent production at the Gediktepe Mine, with sales of 23 koz of Gold Equivalent [7][8]. - ACG reported a realized gold price of $2,950/oz, a 37% increase compared to H1 2024, and a silver price of $32/oz, a 27% increase [8]. - All-in sustaining costs (AISC) decreased by 13% to $1,060/oz from $1,218/oz in H1 2024, reflecting cost discipline [7][8]. Safety and Operational Integrity - ACG achieved a new record of 817 LTI-free days as of the end of June 2025, demonstrating robust safety practices [7][8]. Gediktepe Sulphide Expansion Project - The project is progressing on schedule and on budget, with 48% of engineering design completed, 36% of procurement deliveries, and 15% of construction underway [7][14]. - Major construction milestones include the completion of earthworks and the start of Heating Centre construction for the GAP Blue Collar camp [14]. Capital Structure and Bond Update - ACG made its first scheduled coupon payment on its $200 million Senior Secured Bond on July 13, 2025, and has fully repaid outstanding sponsor loans [7][12][15]. - The company’s net debt as of July 13, 2025, was $66 million, with a cash balance of $133 million [15]. Gold Hedging Strategy - ACG's structured collar hedging strategy provided effective downside protection while allowing for exposure to upside in gold prices, without significantly affecting realized prices [16].

Core Viewpoint - FireFly Metals Ltd has doubled its share purchase plan (SPP) to A$10 million due to strong demand from retail shareholders, reflecting the company's commitment to its investor base [1][2][6]. Group 1: Share Purchase Plan (SPP) Details - The SPP applications totaled approximately A$28.2 million, significantly exceeding the original target of A$5 million [2]. - The SPP was open to 5,365 eligible shareholders, with a participation rate of approximately 31% and an average application amount of around A$16,800 [3]. - A total of 10,416,666 new fully paid ordinary shares will be issued under the SPP, expected to trade from July 15, 2025 [12]. Group 2: Equity Raising and Use of Proceeds - The SPP is part of a larger equity raising effort totaling approximately A$98.1 million, which includes a charity flow-through placement, an institutional placement, and a Canadian offering [5][8]. - Proceeds from the equity raising and SPP will primarily be used for the growth and upgrading of the mineral resource at the Green Bay Copper Gold Project, as well as for underground development, pre-construction works, mining studies, and working capital [5]. Group 3: Company Strategy and Future Plans - FireFly plans to add an eighth drill rig to its program at the Green Bay project to expedite the exploration of near-mine opportunities and regional targets [9]. - The company aims to generate strong results and news flow as it continues to push for maximum shareholder value [9]. Group 4: Mineral Resource Estimates - The Green Bay Copper-Gold Project currently hosts a mineral resource of 24.4 million tonnes of measured and indicated resources at 1.9% copper equivalent, and 34.6 million tonnes of inferred resources at 2.0% copper equivalent [13][27]. - The company has commenced a 130,000-meter diamond drilling program to rapidly grow its copper-gold mineral resource [13].

Core Viewpoint - Atico Mining Corporation has successfully executed a loan amendment and restructuring with Trafigura, extending its existing secured credit agreement and outlining repayment terms for the outstanding principal amount of US$8.7 million [1][2]. Group 1: Loan Amendment and Restructuring - The outstanding principal amount of US$8.7 million will be repaid in two installments: US$2.7 million on July 25, 2025, and US$6 million on December 30, 2026 [2]. - The outstanding principal amount will accrue interest at a rate of SOFR plus 7.5% [2]. - The existing commercial concentrate purchase contract with Trafigura has been extended for two more years, covering 100% of the concentrate produced from the El Roble mine, with a minimum annual tonnage of 32,000 dry metric tons [2]. Group 2: Company Overview - Atico Mining Corporation is focused on exploring, developing, and mining copper and gold projects in Latin America [3]. - The company generates significant cash flow through the operation of the El Roble mine and is developing the high-grade La Plata VMS project in Ecuador [3]. - Atico is also pursuing additional acquisition opportunities in advanced stages [3].