Core Viewpoint - Vizsla Silver Corp. has released its third annual Sustainability Report, emphasizing its commitment to sustainable growth and detailing key initiatives in community engagement and environmental impact [1][2]. Environmental Initiatives - The company has maintained efforts to rehabilitate two aging tailing storage facilities and cultivated approximately 5,000 native trees from 19 different species for future restoration activities [6]. - The report aligns with the IFRS Foundation International Sustainability Standards Board (ISSB) SASB Metals and Mining Standard, providing stakeholders with insights into the company's sustainability journey [3]. Social Responsibility - Over the past three years, Vizsla Silver has invested over US$600,000 in local community well-being initiatives, including partnerships with the Venados de Mazatlán baseball team and health fairs [2][6]. - The company has renewed its ESR (Social Responsibility Distinction) for the fourth consecutive year, highlighting its commitment to social responsibility [2]. Governance - The report strengthens the company's environmental, social, and governance (ESG) reporting framework and updates ESG goals [6]. - The company is in the process of updating its Social Impact Assessment to enhance its governance practices [6]. Panuco Project Overview - The Panuco silver-gold project is a high-grade discovery in southern Sinaloa, Mexico, covering 7,189.5 hectares with significant vein extent and existing infrastructure [4]. - An updated mineral resource estimate for Panuco includes a combined measured and indicated resource of 222.4 million ounces of silver equivalent (AgEq) and an inferred resource of 138.7 million ounces AgEq [5][7]. Economic Potential - A Preliminary Economic Study for Panuco indicates an annual production of 15.2 million ounces AgEq over an initial mine life of 10.6 years, with an after-tax NPV5% of US$1.1 billion and an 86% IRR [7].

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from a personal blog to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being knowledgeable in consumer discretionary, staples, REITs, and utilities [1]

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from a personal blog to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst particularly favors covering metals and mining stocks, while also being comfortable with consumer discretionary, REITs, and utilities [1]

Core Insights - Renforth Resources Inc. has reported an Initial Mineral Resource Estimate for the Victoria project, indicating a pit constrained in situ of 413 million lbs of nickel equivalent over a 2.5 km strike length [1][2][5] Mineral Resource Estimate - The Inferred Mineral Resource classification includes 125 million tonnes with a nickel grade of 0.12%, copper at 0.02%, cobalt at 0.01%, zinc at 0.08%, and silver at 0.38 g/t, resulting in a nickel equivalent grade of 0.15% [2] - The mineralization is hosted in interlayered ultramafic and black shale bands, with a total width of up to 500 meters and a strip ratio of less than 1:1 in a 200m deep pit [3][4] Geological and Structural Insights - The Victoria structure runs approximately 20 km with mineralization occurring at or near the surface, with thicknesses observed up to 500 meters [10] - The geological model indicates a modified magmatic Ni-Cu-Co sulphide deposit, with characteristics similar to the "Outokumpu" deposits in Finland [8][9] Future Plans and Exploration - The company plans to continue metallurgical sorting optimization tests and further drilling to grow and upgrade the Mineral Resource ahead of a Preliminary Economic Assessment (PEA) [5][22] - Ongoing exploration will evaluate the presence of a larger ultramafic magmatic system and assess the carbon sequestration capacity of the ultramafic material [22][24] Metallurgical Testing - Initial metallurgical testing has shown that it is possible to liberate copper, nickel, and zinc by flotation, indicating distinct flotation conditions may be required for high-grade concentrates [24][27] - The testing results indicate high recovery rates of copper and nickel, with significant portions contained in specific minerals [25][26]

Avino Silver & Gold Mines (NYSE: ASM ) is up ~27% since I called them a buy back in late July, and despite the significant stock price appreciation seen in recent years, I believe the previous title where IAs 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 ...

Core Viewpoint - Grid Battery Metals Inc. has completed the second phase of its fall exploration program on its Gold-Copper mineral project in Central British Columbia, focusing on the Jupiter and Starlight claim blocks, which are considered high-priority targets for further exploration [1][4][13]. Exploration Program Details - The 2025 exploration program aimed to evaluate the "Work Area 15" target, identified as a high-priority geochemical anomaly from previous work, with a focus on geological context and rationale [4][5]. - The program included detailed prospecting and rock sampling on the ridge-top anomaly and first-pass soil and rock sampling in the cirque basin below Work Area 15 [6]. Jupiter Claim Block Findings - In the Jupiter Claim Block, additional work involved collecting 25 B-horizon soil samples, silt, and rock samples, with the area containing outcrops of phyllite hosting numerous quartz veins [3][4]. - The exploration targeted a high-priority geochemical anomaly with significant values in pathfinder elements such as Ag, Cu, Mn, and Pb, identified in a previous exploration program [4]. Starlight Claim Block Findings - At the Starlight Claim Block, reconnaissance prospecting and sampling resulted in the collection of 72 rock samples and 24 soil samples, confirming the presence of various intrusive rocks and styles of alteration [11]. - Observations of copper mineralization included malachite, chalcocite, bornite, and chalcopyrite, often associated with altered intrusive rocks [11]. Strategic Positioning - The company's land package is strategically located near several promising projects in British Columbia, including the Mount Milligan mine, which has produced over 1.8 million ounces of gold and 742 million pounds of copper [13][17]. - The region is recognized for its mining-friendly jurisdiction and good infrastructure, making it an attractive area for exploration [13]. Future Plans - The company expects assay results by the end of fall 2025 and plans to devise next exploration steps based on these results [13].

加拿大关键金属供应商Neo Performance Materials CEO Rahim Suleman表示，鉴于中国的技术专长和竞争力，中国仍应在全球稀土产品供应链中发挥重要环节的作用。“中国将继续，而且坦率地说，应该继续，成为这一领域的主导者。”“坦率地说，当这个行业开始谈论摆脱对中国的依赖时，我们认为这很有挑战性。”🗒️Suleman是在出席Adamas Intelligence稀土矿、磁铁和电机2025高管峰会期间说出这番话的，这一峰会主要议题是如何建立绕开中国的供应链。 ...

Core Insights - Centerra Gold Inc. has seen a price increase of approximately 35% since July 2025, yet it remains significantly below the analyst's initial fair value estimation [1] Company Overview - The analyst has over 10 years of experience researching companies across various sectors, including commodities like oil, natural gas, gold, and copper, as well as technology and emerging market stocks [1] - The analyst has researched over 1000 companies in depth throughout their investment career [1] - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, covering hundreds of different companies, with a particular interest in metals and mining stocks [1] Investment Focus - The analyst expresses a preference for covering metals and mining stocks but is also comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

Core Viewpoint - Vale is positioned as an undervalued company with strong margins and significant long-term potential due to its commodity mix, particularly in the metals and mining sector [1]. Company Research - The analyst has over 10 years of experience researching various companies, including more than 1000 in sectors such as commodities (oil, natural gas, gold, copper) and technology (Google, Nokia) [1]. - The focus has shifted to a value investing-oriented YouTube channel, where extensive research on numerous companies has been conducted [1]. - The analyst expresses a preference for covering metals and mining stocks, while also being comfortable with other industries like consumer discretionary/staples, REITs, and utilities [1].

Core Viewpoint - Vale is considered an undervalued company with strong margins and significant long-term potential due to its commodity mix [1] Group 1: Company Overview - Vale has been researched extensively, with over 10 years of experience in analyzing various companies across different sectors, including commodities and technology [1] - The focus on metals and mining stocks is highlighted, indicating a preference for this sector while also being comfortable with consumer discretionary, REITs, and utilities [1] Group 2: Investment Perspective - The article suggests that Vale is well-positioned for the next market cycle, emphasizing its excellent margins [1]