MT tickertech Other Top Dividends The Top 5 DividendRank'ed Metals Stocks » The report stated, ''Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an attractive valuation. That's what we aim to find using our proprietary DividendRank formula, which ranks the coverage universe based upon our various criteria for both profitability and valuation, to generate a list of the top ...

Company Overview - Peel Mining Limited (ASX: PEX) is a copper-focused resources company [2] - The company holds strategic tenure in Tier 1 jurisdictions [25] - Key personnel include James Simpson (CEO/Managing Director) and Rob Tyson (Technical Director) [24] South Cobar Project Resource Base - The South Cobar Project has a resource base totaling 2291 million tonnes @ 220% CuEq for 500kt CuEq [28, 98] - The project contains 5 major deposits and numerous under/untested prospects [28] - The Mallee Bull deposit contains 125kt of copper at 178% Cu [35, 47] - The Wirlong deposit contains 75kt of copper at 175% Cu [35, 48] - The Wagga Tank Open Pit contains 21kt Cu, 72koz Au, 38Moz Ag, 23kt Pb, 25kt Zn [38, 44] - The Southern Nights deposit contains 252kt Zn, 96kt Pb, 13Moz Ag, 59koz Au, 14koz Cu [38] Financials and Shareholding - The company's market capitalization is approximately $349 million based on a share price of 6c [20] - The enterprise value is approximately $335 million [20] - Perth Capital Pty Ltd & Associates holds 204% of shares on issue [21] - Australian Institutions hold 125% of shares on issue [21] Exploration and Development - PFS is substantially complete for Mallee Bull and Wirlong underground mines [44] - Wagga Tank evaluation is underway for inclusion into PFS by March Quarter 2026 [40] - Regional exploration activities have identified high priority targets including Chuchi, Nombinnie, and Beanbah [61, 63]

Chile rescuers find body of last trapped miner - five confirmed dead https://t.co/fBqSEhokTw ...

Financial Data and Key Metrics Changes - The company reported net revenues of $708 million, a 13% increase compared to the previous quarter, and adjusted EBITDA of $161 million, reflecting a 28% sequential increase driven by higher sales volumes and stronger byproduct prices [11][26] - Free cash flow improved to $17 million, supported by better working capital management [11][30] - The consolidated adjusted EBITDA margin for the quarter was 23%, up three percentage points from the previous quarter [28] Business Line Data and Key Metrics Changes - The mining segment produced 74,000 tonnes of zinc, a 9% increase quarter over quarter, while total zinc sales in the smelting segment reached 145,000 tonnes, a 12% increase compared to the first quarter [11][16] - Consolidated mining cash cost net of byproducts decreased to -$0.11 per pound, a significant improvement from $0.11 per pound in the first quarter [14] - The smelting conversion cost stood at $0.39 per pound, up 19% quarter over quarter, primarily due to higher maintenance expenses [17] Market Data and Key Metrics Changes - The average LME zinc price during the second quarter was $2,641 per ton, marking a 7% decline both year over year and quarter over quarter [14] - The average LME copper price was $9,524 per ton, down 2% year over year but up 2% quarter over quarter [38] - The average LME silver price reached $34 per ounce, representing a 17% increase both year over year and quarter over quarter [39] Company Strategy and Development Direction - The company is focused on the Aripuana project, which is expected to unlock full production capacity and improve cash flow once the fourth tailings filter is operational [7][21] - The Cerro Del Pasco integration project is progressing well, with key milestones achieved, which is critical for long-term sustainability and production expansion [22] - The integrated mine smelter business model continues to be a core competitive advantage, reducing exposure to market volatility [9] Management Comments on Operating Environment and Future Outlook - Management acknowledged operational challenges in the first quarter but expressed confidence in the recovery and long-term fundamentals of the Aripuana asset [41][87] - The company remains positive on the medium to long-term outlook for zinc, driven by structural demand from sectors such as energy transition [37][44] - Management emphasized the importance of maintaining a solid balance sheet and improving financial flexibility through proactive liability management [33][34] Other Important Information - The company invested $137 million in CapEx during the year, with a significant portion allocated to sustaining activities [28][29] - The liquidity position remains healthy, with available liquidity of approximately $738 million [33] Q&A Session Summary Question: Guidance changes for metals production - Management explained that guidance changes were primarily due to challenges at Aripuana and Vasante, which impacted production forecasts [50][51] Question: Geotechnical challenges at Vasante - Management clarified that the geotechnical issues were related to a specific area, and they are taking precautions to ensure safe production [56][59] Question: Exploration results and reserve replacement - Management indicated that they expect to replace reserves mined this year and will incorporate positive exploration results into year-end resources [62][64] Question: Timing for filter installation at Aripuana - Management confirmed that the commissioning of the new filter is on track for March-April next year, with no expected delays [70][81] Question: Balance between deleveraging, dividends, and CapEx - Management stated that they prioritize extending mine life and reducing gross debt, aiming for a leverage level around one time [74][75] Question: Negative working capital changes - Management expects to reverse the negative working capital trend by the end of the year, similar to previous years [82][85]

Financial Data and Key Metrics Changes - The company reported net revenues of $708 million, a 13% increase compared to the previous quarter, and adjusted EBITDA of $161 million, reflecting a 28% sequential increase driven by higher sales volumes and stronger byproduct prices [11][25][26] - Free cash flow improved to $17 million, supported by better working capital management [11][30] - The consolidated mining cash cost net of byproducts decreased to -$0.11 per pound, a significant improvement from $0.11 per pound in the previous quarter [14][15] Business Line Data and Key Metrics Changes - The mining segment produced 74,000 tonnes of zinc, up 9% quarter over quarter, with the smelting segment achieving total zinc sales of 145,000 tonnes, a 12% increase compared to the first quarter [11][16] - The smelting conversion cost stood at $0.39 per pound, up 19% quarter over quarter, primarily due to higher maintenance expenses [16][17] Market Data and Key Metrics Changes - Zinc prices averaged $2,641 per ton, marking a 7% decline both year over year and quarter over quarter, while copper prices averaged $9,524 per ton, down 2% year over year but up 2% quarter over quarter [34][37] - Silver prices increased by 17% both year over year and quarter over quarter, averaging $34 per ounce [38] Company Strategy and Development Direction - The company is focused on the Aripuana project, which is expected to unlock full production capacity with the installation of a fourth tailings filter scheduled for commissioning in 2026 [7][21] - The Cerro Del Pasco integration project is progressing well, with key milestones achieved, enhancing long-term sustainability and production capacity [22][40] Management's Comments on Operating Environment and Future Outlook - Management acknowledged operational challenges in the first quarter but expressed confidence in the fundamentals of the Aripuana asset and the overall growth strategy [21][41] - The company remains optimistic about the medium to long-term outlook for zinc, driven by structural demand from sectors such as energy transition [36][42] Other Important Information - The company invested $137 million in CapEx during 2025, with a significant portion allocated to sustaining activities and the Cerro Pasco integration project [27][28] - The liquidity position remains healthy, with available liquidity of approximately $738 million, including a $320 million undrawn revolving credit facility [31][32] Q&A Session Summary Question: Can you confirm the guidance changes for several metals? - Management explained that the guidance was affected mainly by operational challenges at Aripuana and Vasante, which were not fully anticipated earlier in the year [49][50] Question: What are the geotechnical challenges at Vasante? - Management clarified that the challenges were due to a pillar constraint affecting production, but they are taking precautions to ensure safety and productivity [54][56] Question: Will exploration results be incorporated into year-end resources? - Management indicated that they expect to replace reserves mined this year and will highlight the potential for mineralized areas in future reports [59][63] Question: What is the timeline for the commissioning of the new filter at Aripuana? - Management confirmed that the commissioning is expected in March-April 2026, with no anticipated delays [66][76] Question: How will the company balance deleveraging, dividends, and capital expenditures? - Management stated that they aim to reduce gross debt while investing in mine life extensions, with a target leverage level around one time [71][72]

Company Overview - SSR Mining is a diversified gold and silver miner, also involved in tin, zinc, and lead, with operations in North and South America and Turkey [1] - The company operates 5 mines and has 3 projects at various stages of development [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched over 1000 companies and has a particular focus on metals and mining stocks [1] Investment Focus - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, where they have researched hundreds of companies [1] - The analyst is comfortable covering multiple industries, including consumer discretionary/staples, REITs, and utilities [1]

Vancouver, British Columbia, July 29, 2025 (GLOBE NEWSWIRE) -- Not for distribution to U.S. newswire services or dissemination in the United States The gross proceeds from the CFT Shares issued under the Offering will be used prior to December 31, 2026 for exploration expenditures that will qualify as "Canadian exploration expenses" and "flow-through critical mineral mining expenditures" within the meaning of the Income Tax Act (Canada) (collectively, the "Qualifying Expenditures"). The Company will renounc ...

Group 1 - The macro market atmosphere remains neutral to bullish, with concerns about Powell's dismissal easing after Trump's visit to the Federal Reserve, leading to a recovery in market sentiment and a rise in U.S. Treasury yields [1][3] - Gold and silver prices experienced a decline, with COMEX gold down 0.51% and silver down 0.26%, while copper prices saw an increase of 3.99% on COMEX [2][22] - The copper market is closely monitoring the upcoming implementation of U.S. tariffs on imported copper, with market sentiment affected by rising Treasury yields and a rebound in the dollar [3][6] Group 2 - The precious metals market faced pressure as risk appetite increased, leading to a pullback in gold prices despite macroeconomic support for high price levels [4][54] - COMEX copper prices reached a historical high before retreating, indicating significant resistance above 80,000 CNY/ton, with domestic refined copper consumption showing signs of seasonal weakness [6][12] - The COMEX copper price curve remains in contango, with inventories nearing 250,000 tons, suggesting potential for further accumulation in U.S. copper stocks [7][8] Group 3 - The copper concentrate TC weekly index increased slightly, indicating a stable yet low activity in the spot market, with processing fees showing a slight recovery [9][12] - COMEX gold and silver inventories increased, with gold inventory rising to 37.76 million ounces and silver to approximately 50.03 million ounces [39][44] - The SPDR gold ETF holdings increased by 13 tons, indicating a continued preference for gold among investors [44]

Group 1 - BHP Group is a diversified mining company with global operations, primarily in Australia and South America, producing iron ore at the lowest cost among major companies, along with copper, nickel, met coal, and potash, providing a solid mix of commodities [1] - The company has a strong focus on metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

Financial Highlights - Adjusted EBITDA increased by 3% to $722 million, reflecting higher profitability at Trail Operations and lower corporate overhead costs, partially offset by lower copper and zinc prices and higher operating costs at QB & Highland Valley[10, 28, 30] - Profit from continuing operations before taxes increased by 525% to $125 million[10, 28] - Adjusted diluted earnings per share from continuing operations increased by 217% to $038[10, 28] Production and Operations - Copper production guidance revised downwards for Quebrada Blanca (QB) from 230-270 thousand tonnes to 210-230 thousand tonnes, impacting total copper production guidance, which is revised to 470-525 thousand tonnes[21] - Molybdenum production guidance revised downwards for Quebrada Blanca from 30-45 thousand tonnes to 17-25 thousand tonnes, impacting total molybdenum production guidance, which is revised to 38-54 thousand tonnes[21] - Red Dog zinc sales above guidance, with significantly lower net cash unit costs[10] Capital Allocation and Growth - $22 billion of the $325 billion authorized share buyback program has been completed[10] - Sanctioned Highland Valley Copper Mine Life Extension (HVC MLE) project, extending mine life to 2046, with a project capital estimate of C$21-24 billion[10, 20] - Sustaining capital expenditures for copper increased by C$340 million, resulting in a revised total of C$940-1010 million[21] - Growth capital expenditures for copper increased by C$300-340 million, resulting in a revised total of C$1040-1170 million[22] Market Outlook - The company expects further policy support in China during Q3, with an expansion of consumer subsidies for goods and an acceleration of infrastructure projects, which should help underpin metals demand[83] - Copper market fundamentals indicate that investment in copper concentrate supply hasn't matched demand, and the company expects a more electricity-intensive phase of global growth in the coming years[89] - Zinc market fundamentals indicate that 2025 is set for mine supply growth after several lean years, and zinc projects struggle to compete for capital[91]