Core Viewpoint - Taseko Mines Limited will participate in the Jefferies 2025 Industrials Conference on September 3-4, 2025, in New York City, with a presentation by President & CEO Stuart McDonald scheduled for September 4 at 2:50 PM ET [1][2]. Company Information - Taseko Mines Limited is listed on multiple exchanges: TSX (TKO), NYSE American (TGB), and LSE (TKO) [1]. - The company encourages investors to access the webcast of the presentation through its website [2]. Presentation Details - The presentation by Stuart McDonald will be available via a webcast, which can be accessed in the Events section of Taseko's investor relations website [2].

Group 1 - Armory Mining Corp. has engaged ICP Securities Inc. for automated market making services, starting September 2, 2025, for an initial term of four months at a monthly fee of C$7,500 [1][2] - The agreement allows for automatic renewal on a monthly basis unless either party provides a 30-day written notice to terminate [1] - ICP will manage its own costs related to buying and selling the Company's shares, and no third-party funding will be involved in these market-making activities [2] Group 2 - Armory Mining Corp. focuses on minerals critical to energy, security, and defense sectors, controlling an 80% interest in the Candela II lithium brine project in Argentina and a 100% interest in the Riley Creek antimony-gold project in British Columbia [5] - The Company also has an option to acquire a 100% interest in the Ammo antimony-gold project located in Nova Scotia [5] Group 3 - ICP Securities Inc. is a Toronto-based CIRO dealer-member established in 2023, specializing in automated market making and liquidity provision with a proprietary algorithm, ICP Premium™, to enhance liquidity [4]

Aclara Resources secured funding from the US government for a Brazilian rare-earth project in the latest example of Western nations attempting to reduce reliance on dominant supplier, China https://t.co/i8A8n72iTA ...

Core Viewpoint - Meridian Mining UK S has announced key leadership changes and significant milestones in the development of the Cabaçal project, aiming for a decision to mine by 2027 [1][2][4]. Leadership Changes - Mr. David Halkyard has been appointed as Interim Chief Financial Officer (CFO) following the resignation of Ms. Soraia Morais, who served since 2020 [1][4]. - Mr. Vitor Hugo de Sousa Belo has transitioned to Chief Development Officer (CDO), overseeing the Cabaçal project development [1][5][6]. Cabaçal Project Progress - The Definitive Feasibility Study (DFS) drill program for the Cabaçal project has been completed, involving 591 holes drilled over 66,487 meters [7][8]. - The title transfer for the Cabaçal and Santa Helena projects to the Brazilian subsidiary, Rio Cabaçal Mineração Ltda, has been finalized, marking a significant milestone [2][9]. Financial and Technical Highlights - The Cabaçal project has a projected after-tax NPV5 of USD 984 million and an IRR of 61.2%, with a pre-production capital cost of USD 248 million [12]. - The project is expected to have a low All-in Sustaining Cost of USD 742 per ounce of gold equivalent, with a production profile of 141,000 ounces of gold equivalent over its life [12]. Mineral Reserve Estimates - The Cabaçal Mineral Reserve consists of Proven and Probable reserves of 41.7 million tonnes at grades of 0.63g/t gold, 0.44% copper, and 1.64g/t silver [13].

Individual investor and financial analyst. I mostly cover emerging markets stocks, especially in Latam, with focus on energy and mining companies. I like studying businesses with some kind of competitive advantage and excellent future prospects. Particularly, I prioritize good cash flow generation along with a growing income and healthy margins, solid asset base and sustainable debt levels.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and n ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The domestic spot copper has a high premium, and the price is firm [1] Group 3: Summary of Copper Fundamental Data Futures - The closing price of the Shanghai Copper main contract yesterday was 79,780, with a daily increase of 0.47%, and the night - session closing price was 79,660, with a decrease of 0.15%. The closing price of the LME Copper 3M electronic disk yesterday was 9,875, with a decrease of 0.31% [1] - The trading volume of the Shanghai Copper main contract yesterday was 78,481, an increase of 7,420 compared with the previous day, and the position was 180,644, an increase of 6,818. The trading volume of the LME Copper 3M electronic disk was 10,513, a decrease of 12,738, and the position was 269,000, an increase of 742 [1] - The inventory of Shanghai Copper was 20,200, a decrease of 1,212. The inventory of LME Copper was 158,875, a decrease of 25, and the cancellation warrant ratio was 8.29%, an increase of 0.08% [1] Spot - The LME copper premium was - 86.27, a decrease of 6.01 compared with the previous day. The bonded - area warehouse receipt premium was 55 (unchanged), and the bonded - area bill of lading premium was 58, a decrease of 1 [1] - The price of Shanghai 1 bright copper was 73,700, an increase of 300. The spot - to - futures near - month spread was 235, a decrease of 15 [1] - The spread between the near - month contract and the consecutive - first contract was - 10, a decrease of 40. The cost of the inter - period arbitrage of buying the near - month contract and selling the consecutive - first contract was 200 [1] - The spread between Shanghai copper spot and LME cash was 91, a decrease of 100. The spread between the Shanghai Copper consecutive - third contract and LME 3M was - 213, a decrease of 146 [1] - The spread between Shanghai copper spot and Shanghai 1 recycled copper was 1,637, an increase of 176. The import profit and loss of recycled copper was 700, an increase of 486 [1] Group 4: Summary of Macro and Industry News Macro - China's S&P manufacturing PMI in August rebounded to 50.5, and the new order growth rate was the fastest since March. New orders promoted the recovery of manufacturing production, the decline of new export business slowed down, procurement activities and inventory increased, and business confidence also improved [1] - Boosted by the recovery of domestic demand, the Eurozone's manufacturing PMI in August rose above the boom - bust line for the first time in three years, with strong rebounds in Germany and France [1] Industry - Freeport's Indonesian branch will complete the maintenance of the Gresik factory in early September [1] - Canadian mining company Hudbay Minerals has resumed operations at its Snow Lake mine in Manitoba since the authorities lifted the mandatory evacuation order on August 22 [3] - Ivanhoe Mines said that the drainage of the eastern section of the Kamoa - Kakula copper mine, the largest copper producer in Africa, will enable the mine to resume production capacity early next year [3] - Chile's copper production in July was 445,214 tons, a slight month - on - month increase of 5% and a limited year - on - year increase [3] Group 5: Copper Trend Intensity - The copper trend intensity is 1, and the value range of trend intensity is an integer in the [-2, 2] interval [3]

Core Insights - Harmony Gold Mining Company Limited (HMY) reported adjusted earnings of $1.29 per share for fiscal 2025, a 30% increase from the previous year's adjusted earnings of 99 cents [1][6] - Revenues for fiscal 2025 rose 24% year over year to $4,071 million, with average gold prices received increasing 31% to $2,620 per ounce [1][6] Production and Costs - Gold production for fiscal 2025 was 1,479,671 ounces, reflecting a 5% decrease year over year [2][6] - Cash operating costs per ounce increased by 19% year over year to $1,499, while all-in-sustaining costs rose 20% to $1,806 per ounce [2][6] Financial Overview - As of June 30, 2025, cash and cash equivalents increased by 186% year over year to $738 million [3][6] - Total adjusted free cash flow surged 58% year over year to $614 million in fiscal 2025 [3][6] - Long-term debt at the end of fiscal 2025 was $107 million, up approximately 9% year over year [3][6] Outlook - Harmony Gold anticipates producing between 1.4 million and 1.5 million ounces of gold in fiscal 2026 [4] - Capital expenditures for fiscal 2026 are projected to rise to $699 million due to investments in high-quality ounces and long-term growth initiatives [4] Stock Performance - Shares of Harmony Gold have increased by 38.7% over the past year, compared to a 59.3% growth in the industry [5][6]

Group 1 - Mongol Mining (00975) announced the issuance of 150,000 shares on September 1, 2025, as part of the stock option plan adopted on June 16, 2021 [1] - Additionally, the company will issue 2 million shares on the same date under the same stock option plan [1]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The price of copper is rising due to the weakening US dollar [1] 3. Summary by Relevant Catalogs 3.1 Copper Fundamental Data - **Futures Prices**: The closing price of the Shanghai copper main contract was 79,410 with a daily increase of 0.61%, and the night - session closing price was 79,680 with a night - session increase of 0.34%. The LME copper 3M electronic disk closed at 9,906 with a daily increase of 0.68% [1] - **Trading Volume and Open Interest**: The trading volume of the Shanghai copper main contract was 71,061, a decrease of 2,342 from the previous day, and the open interest was 173,826, an increase of 4,829. The trading volume of the LME copper 3M electronic disk was 23,251, an increase of 8,980, and the open interest was 268,000, an increase of 474 [1] - **Futures Inventory**: The Shanghai copper inventory was 21,412, an increase of 180. The LME copper inventory was 158,900, an increase of 950, and the注销仓单比 was 8.21%, a decrease of 0.08% [1] - **Spreads**: Various spreads such as LME copper basis, spot - to - futures spreads, and inter - month spreads showed different changes compared to the previous day. For example, the LME copper basis increased by 2.53 to - 80.26 [1] 3.2 Macro and Industry News - **Macro News**: The US core PCE price index in July rebounded to 2.9% year - on - year, in line with expectations, and the tariff impact was still controllable. The China Securities Regulatory Commission plans to consolidate the stable and positive momentum of the capital market and promote a new round of capital market reform and opening up [1] - **Industry News**: The US government proposed to include copper, silicon, silver, etc. in the list of critical minerals. Freeport's Indonesian branch will complete the maintenance of the Gresik factory in early September. Hudbay Minerals resumed operations at its Snow Lake mine in Manitoba. The drainage of the eastern section of the Kamoa - Kakula copper mine in Africa will enable it to resume production capacity early next year [1][3] 3.3 Trend Intensity - The trend intensity of copper is 1, indicating a moderately positive outlook on copper prices [3]

Group 1 - The article discusses the rising valuations in the market and highlights the quality factor as a focus for investors with lower risk appetites, particularly those with contrarian views on high-performing sectors like technology and AI capital expenditures [1] - Vasily Zyryanov, an individual investor, emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations, particularly in the energy sector, including oil and gas supermajors and exploration companies [1] - Zyryanov advocates for a comprehensive analysis that includes Free Cash Flow and Return on Capital, suggesting that these metrics provide deeper insights beyond simple profit and sales analysis [1] Group 2 - The article acknowledges that while some growth stocks may warrant their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]