VANCOUVER, BC / ACCESS Newswire / September 22, 2025 / Amarc Resources Ltd. ("Amarc" or the "Company") (TSXV:AHR)(OTCQB:AXREF) is pleased to announce partial hole rush assay results from hole JP25098 located southeast of the 2024 AuRORA Copper-Gold-Silver ("Cu-Au-Ag") Discovery drilling. ...

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 writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a preference for metals and mining stocks but is also knowledgeable in consumer discretionary, staples, REITs, and utilities [1]

Core Viewpoint - The stock of Gold Fields (NYSE: GFI) is considered to no longer present an attractive risk-reward scenario despite its financial health and balanced global portfolio as of 2025 [1] Group 1: Company Overview - Gold Fields is recognized for its financial health and a balanced global portfolio, which are positive attributes for investors [1] Group 2: Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which contributes to their insights on investment opportunities [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, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, 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 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 companies across various sectors, including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

Market Trends - Chinese zinc producers and traders are seeking opportunities to export zinc overseas [1] - Global zinc prices have reached their highest level since the beginning of the year [1]

Core Viewpoint - Ivanhoe Mines has announced a strategic private placement of US$500 million with the Qatar Investment Authority (QIA), which will enhance its growth opportunities in critical minerals and support its corporate objectives [1][3][4]. Investment Details - Ivanhoe Mines will issue 57,516,666 common shares to QIA at a price of C$12.00 per share, resulting in gross proceeds of approximately US$500 million [2]. - Following the investment, QIA will hold about 4% of Ivanhoe Mines' issued and outstanding common shares [2]. Use of Proceeds - The funds from the investment will be utilized to advance exploration, development, and mining of critical minerals, as well as for general corporate purposes [3]. Strategic Partnership - The investment is seen as a strong endorsement of Ivanhoe Mines' vision to be a leading supplier of critical metals essential for global electrification and advanced technologies [4][6]. - QIA's CEO emphasized the alignment of their vision with Ivanhoe Mines, focusing on sustainable supply of critical minerals for the energy transition [6]. Investor Rights Agreement - Upon closing the investment, an investor rights agreement will be established, granting QIA certain rights, including board representation and anti-dilution rights if its ownership exceeds 10% [7]. - Existing investors, CITIC Metal Africa Investments Limited and Zijin Mining Group Co. Ltd., will have the right to acquire shares at the same price to maintain their equity interest [8]. Company Overview - Ivanhoe Mines is a Canadian mining company with key projects in Southern Africa, including the Kamoa-Kakula Copper Complex and the Platreef platinum-palladium-nickel mine, which is set to begin production in Q4 2025 [11]. - The company is also exploring for copper in various regions, including Angola, Kazakhstan, and Zambia [12]. Qatar Investment Authority Overview - QIA is the sovereign wealth fund of Qatar, established in 2005, and is one of the largest sovereign wealth funds globally, investing across diverse asset classes with a long-term perspective [13].

Qatar’s $524 billion sovereign wealth fund is nearing a deal to buy a minority stake in Canada’s Ivanhoe Mines, sources say https://t.co/CQg31Fb9Z3 ...

Summary of FireFly Metals Conference Call Company Overview - **Company**: FireFly Metals (OTCPK:MNXM.F) - **Flagship Project**: Green Bay Copper-Gold Project - **Market Position**: ASX 300 company with a market cap of $819 million, up from $70 million in less than two years [4][8] Key Points and Arguments Project Details - **Resource Size**: 60 million tons at 2% copper equivalent, containing 1 million tons of copper and 500,000 ounces of gold [1] - **Infrastructure**: Over $250 million in sunk infrastructure, including camps, hydropower, and a 20-kilometer decline, which saves time and costs [2] - **Drilling Success**: Increased resource by 51% through close to 100,000 meters of drilling [2][5] - **Upcoming Resource Update**: Expected in November, showcasing results from recent drilling [5] Financial Position - **Funding**: $145 million in the bank, well-funded for a final investment decision [4][6] - **Capital Raise**: Completed at $0.96 per share, indicating strong financial backing [6] Market Dynamics - **Copper Demand**: Strong interest from off-take parties due to a real deficit in copper supply [3][4] - **Institutional Support**: 60% institutional ownership led by BlackRock and Regal [8] Management and Strategy - **Experienced Team**: Management team has a proven track record in value creation, associated with successful companies like Bellevue and Griffin [3][9] - **Pathway to Production**: Focus on non-dilutive financing solutions and a clear pathway to production [4][6] Exploration Potential - **Regional Exploration**: Acquired additional land around the Ming Mine, with two drill rigs dedicated to regional discoveries [16] - **Geophysical Studies**: Modern geophysics has identified 325 untested targets, enhancing exploration potential [18] Environmental and Regulatory Aspects - **Permitting**: Fully permitted for a 1.8 million-ton per annum processing plant, achieved in 45 days [11][13] - **Community Support**: 100% community backing for the project [13] Future Outlook - **Production Goals**: Aim to produce 40,000 to 60,000 tons of copper per annum, positioning as a mid-tier producer [12] - **Upcoming Studies**: Preliminary Economic Assessment (PEA) expected in Q1 next year, followed by a definitive study [19] Additional Important Information - **Commodity Mix**: Pure copper-gold play in a leading jurisdiction, with a high-grade and thick deposit [11][12] - **Operational Efficiency**: Low operating costs due to hydropower at $0.06 per kilowatt hour [13] - **Drilling Results**: Exceptional intercepts reported, including 10 meters at 12% copper [10][17] This summary encapsulates the critical insights from the FireFly Metals conference call, highlighting the company's strategic positioning, financial health, and future growth potential in the copper-gold sector.