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Core Viewpoint - Olive Resource Capital Inc. reported a significant increase in the value of its investment portfolio, reflecting strong performance in the natural resource sector despite a rebound in the U.S. dollar [4][6]. Investment Portfolio Summary - The total value of Olive's investment portfolio increased from $6.42 billion on December 31, 2024, to $8.82 billion by July 31, 2025, marking a growth of approximately 37% [2][5]. - Key investments include: - Omai Gold Mines (OMG.v): Increased from $456.72 million to $1.93 billion [2]. - Black Sheep Ventures Inc.: Remained stable at $1.27 billion [2]. - Arizona Sonoran Copper Co. (ASCU): Increased from $255.78 million to $421.80 million [2]. - Bravo Mining (BRVO.v): Increased from $169.10 million to $380 million [2]. - Sailfish Royalty Corp. (FISH.v): Increased from $166.88 million to $319.11 million [2]. - Aurion Resources (AU.v): Increased from $222.08 million to $301.78 million [2]. - Public Equity Liquid Investments and Working Capital rose from $1.42 billion to $1.73 billion [2]. Market Commentary - The U.S. dollar's rebound did not negatively impact the commodity sector, with gold and oil prices advancing [4]. - Copper prices declined due to tariff announcements, creating short-term price dislocations [4]. - The company is adopting a cautious investment approach during the summer, anticipating a typically weak fall period for the sector [4].

Core Viewpoint - Barrick Mining Corporation has declared an enhanced dividend of $0.15 per share for Q2 2025, aligning with its Performance Dividend Policy established in 2022 [1] Group 1: Dividend Announcement - The Q2 2025 dividend will be paid on September 15, 2025, to shareholders of record as of August 29, 2025 [1] Group 2: Share Buyback Program - Barrick repurchased 13.50 million shares during Q2 2025 under its share buyback program initiated in February 2025 [2] - As of the end of Q2 2025, Barrick has repurchased approximately 21.19 million shares, representing about 1.2% of its issued and outstanding shares, for a total net cash of $411 million, including $268 million spent in Q2 [2] Group 3: Management Commentary - The combination of the performance dividend policy and share buyback program is designed to provide significant benefits to shareholders, supported by solid operating performance and strong cash flows [3]

EV Battery Giant CATL Suspends Mining Project https://t.co/T6wpNGM4iD ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Greater China Materials, specifically focusing on **Steel and Iron Ore** sectors [1][4] Key Metrics and Trends - **Weekly Output**: Increased by **3.7%** week-over-week (WoW) for long products [1] - **Inventory Levels**: - Inventory at mills rose by **0.8%** WoW [1] - Iron ore inventory at ports decreased by **1.1%** [3] - **Utilization Rates**: - Blast furnace utilization dipped by **0.6 percentage points (ppts)** [1] - Electric arc furnace utilization increased by **1.6 ppts** [1] - **Crude Steel Production**: Average daily output of crude steel by key enterprises was **1.982 million tons (mnt)**, a decline of **7.4%** compared to early July [1] Iron Ore Shipments - **Total Shipments**: Combined shipments from Australia and Brazil decreased by **1.00 million tons (Mt)** WoW for the period from July 28 to August 3 [2] - Shipments from Australia increased by **0.71 Mt** [2] - Shipments from Brazil decreased by **1.71 Mt** [2] Consumption and Demand - **Apparent Consumption**: - Long products consumption increased by **3.4%** WoW [4] - Flat products consumption decreased by **2.9%** WoW [4] - **Rebar Output**: Increased by **4.8%** WoW and **31.2%** year-over-year (YoY) [7] Weekly Data Summary - **Steel Inventory**: - Traders' inventory at **9,625 kt**, up **2.1%** [3] - Mills' inventory at **4,129 kt**, up **0.8%** [3] - **Operating Rates**: - Steel operating rate at **62.4%**, down **2.1 ppts** [3] - Average daily output of iron ore at **393.8 kt**, down **3.2%** [3] Analyst Insights - **Industry View**: Rated as **Attractive** by Morgan Stanley [5] - **Analyst Contacts**: Multiple analysts involved, including Rachel Zhang and Hannah Yang [4] Additional Notes - **Potential Conflicts of Interest**: Morgan Stanley may have business relationships with companies covered in the research, which could affect objectivity [5] - **Investment Recommendations**: Ratings include Overweight, Equal-weight, Not-Rated, and Underweight, with no direct Buy, Hold, or Sell ratings [22][25] This summary encapsulates the essential insights and data points from the conference call, providing a comprehensive overview of the current state of the steel and iron ore industries in Greater China.

Market Dynamics - Australian-listed lithium miners experienced an early surge following the suspension of production at a major Chinese mine owned by CATL [1] - The production suspension by CATL's mine raised expectations of broader output restrictions [1] - China is cracking down on overcapacity across its economy, potentially impacting lithium production [1]

The world’s biggest miner will lead a consortium of steelmakers and other industrial giants in investigating opportunities for carbon capture utilization and storage across Asia https://t.co/5Bnuxyq2aG ...

Hedge fund trader James Litinsky turned a $20 million distressed bonds bet into a billion-dollar mining fortune—with a little help from Uncle Sam and the Chinese. (Photo: Bloomberg) https://t.co/mGQUUh3cY1 https://t.co/xikONP3GMq ...

Trump’s Trade War Mints An Unlikely New American Mining Billionairehttps://t.co/K1k1OxhCJF https://t.co/1IlmbCp50t ...

Core Viewpoint - Focus Graphite Advanced Materials Inc. has successfully closed a non-brokered private placement, raising total gross proceeds of C$891,000, which has been conditionally approved by the TSX-V [1][2]. Financing Details - The Company issued 7,425,000 units at a price of $0.12 per unit, with each unit consisting of one common share and one non-transferable common share purchase warrant [2]. - Each warrant allows the holder to acquire one common share at an exercise price of $0.22 for a period of 24 months from the date of issue [2]. - The net proceeds from this financing will be allocated to maintain existing operations and general working capital, including advancing battery technology and developing advanced materials [3]. Finder's Fee - In connection with the offering, the Company paid a cash finder's fee of $42,480 and issued 354,000 finder warrants, each allowing the finder to purchase one common share at a price of $0.22 until August 8, 2027 [4]. Company Overview - Focus Graphite Advanced Materials is focused on critical minerals, owning two world-class graphite projects, including the Lac Knife project, which is one of the most advanced high-purity graphite deposits in North America [6]. - The Lac Tétépisca project is also highlighted for its potential to be one of the largest and highest-purity graphite deposits in North America [7]. - The Company is committed to environmentally sustainable processing solutions and innovative battery technologies, including a patent-pending silicon-enhanced spheroidized graphite [7][8].