Core Viewpoint - Serabi Gold plc reported strong production results for Q2 2025, achieving the highest quarterly output since operations resumed in 2013, with a total of 10,532 ounces of gold produced, marking a 17% increase compared to Q2 2024 [3][4][7]. Production Highlights - Total gold production for the year-to-date reached 20,545 ounces, slightly above budget and on track with guidance [3][4]. - The company achieved a 10% improvement in development rates compared to Q1 2025 [3]. - The Palito plant feed grades improved by 27% year-to-date compared to the 2024 average, while Coringa plant feed grades improved by 12% [4]. Operational Performance - The Coringa ore sorter has been operational for six months, allowing the company to process low-grade ore stockpiles while transporting higher-grade ore directly to the Palito plant [5]. - The Serra zone at Coringa has been in operation for four years, with ongoing development and production from multiple levels [6]. - The second quarter saw further development into the Meio zone at Coringa, with stoping just commencing [6]. Financial Update - Cash balances at the end of June 2025 were $30.4 million, up from $26.5 million at the end of Q1 2025 [7][13]. - The net cash balance at the end of Q2 2025 was $24.6 million, an increase from $21.1 million at the end of Q1 2025 [7][13]. Exploration and Growth Strategy - The company is targeting 30,000 meters of drilling this year as part of its brownfield exploration program, with encouraging initial results from various ore bodies [9]. - The goal is to increase the current mineral resource inventory to between 1.5 million ounces and 2.0 million ounces [9]. - Significant contributions to production are expected from the G3 vein at Palito from 2025 to 2027 [8]. Production Guidance - Serabi Gold remains on track to achieve its 2025 consolidated production guidance of 44,000 to 47,000 ounces of gold [14].

Core Viewpoint - Silver One Resources Inc. has engaged Zonge International, Inc. to conduct a ground geophysical Induced Polarization (IP) and Magnetotelluric (MT) survey on its Phoenix Silver project in Arizona, aiming to detect underground metallic minerals and structures indicative of mineralization [1] Survey Details - The planned survey will cover 50-line kilometers of ground IP and MT over identified copper targets, which have not been drill tested before [4] - The IP survey will target vertical depths of 600 meters, while the MT survey will reach depths of 1,500 meters, assisting in defining and prioritizing targets for future drilling [5] Project Significance - The copper targets are located along the northeastern portion of the Miami-Inspiration copper belt, which is known for significant deposits, including Rio Tinto-BHP's Resolution deposit and BHP's Ocelot discovery [4] - Previous magnetic and ZTEM surveys, along with high-grade copper and silver samples, suggest the presence of a copper-silver system at depth in the southern part of the property [1] Silver Exploration Plans - The company plans to evaluate silver targets, particularly in the 417 area, and conduct a detailed gravity survey to locate massive silver bodies [6] - Additional work in the Nuggets North area will include mapping, sampling, and trenching, pending Forest Service permitting [6] Candelaria Project Update - Work at the Candelaria project is on schedule, focusing on metallurgical investigations to optimize silver and gold recoveries, with a Preliminary Economic Assessment (PEA) expected by year-end [7] Company Overview - Silver One is focused on exploring and developing quality silver projects, holding a 100% interest in the Candelaria Mine in Nevada, which offers potential for near-term production through reprocessing historic leach pads [9] - The company also owns multiple claims in the Cherokee project, which hosts silver-copper-gold vein systems, and the Silver Phoenix Project, a high-grade native silver prospect in Arizona [10]

Group 1 - Compañía de Minas Buenaventura S.A.A. (NYSE: BVN) has been monitored for over 20 years, with previous hesitations primarily due to doubts regarding the value proposition of gold [1] - The company operates in a diverse range of industries, including mining, and has been analyzed through various economic crises and market conditions [1] Group 2 - The analyst has a long position in ORAAF shares, indicating a positive outlook on the company's performance [2] - The article reflects the author's personal opinions and does not represent any business relationship with the companies mentioned [2]

ab Global Research owered by UBS Evidence Lab YES P 7 July 2025 Iron Ore & Coal Iron Ore & Met coal fundamentals Figure 1: Weekly iron ore shipments from AU+BR+SA, Mt 2023 2024 2025 2024 QTR avge annualised (RHS) Mt 24-Jun 08-Jul 05-Aug 19-Aug 02-Sep 16-Sep 30-Sep 14-Oct 28-Oct 11-Nov 25-Nov 09-Dec 23-Dec 22-Jul 10-Jun 04-Mar 18-Mar 01-Apr 15-Apr 29-Apr 13-May 27-May 07-Jan 21-Jan 04-Feb 18-Feb 35 30 25 20 15 1820 1560 1300 1040 780 Source: UBS Evidence Lab (> Access Dataset). Includes content supplied by M ...

China Copper Equities Turning point China The long expected US import tax on copper is finally here: On Tuesday 8 July, US President Trump announced plans to implement a 50% tariff on imported copper and the tariff may be implemented as soon as this month (see Copper: Trump announces 50% import tariff, 9 July). The US imports around 50% of its refined copper demand per year, predominantly from Chile (65%), Canada (17%), and Mexico (9%). Given the impending tariffs, Comex copper prices have spiked over 10% s ...

Global | Metals & Mining Equity Research The Counter-intuitive Consequences of Chinese Steel Production Cuts Following a y/y increase in Chinese steel production in 1Q and in response to trade wars and China's prolonged property market downturn, officials have ordered the closure of up to 50mtpa of steel capacity through the end of the year as part of the government's broader strategy to resolve structural overcapacity issues. Lower steel output should support finished steel prices globally and also impact ...

In this articleMPA stack of old mobile phones are seen before recycling process in Kocaeli, Turkiye on October 14, 2024. Anadolu | Anadolu | Getty ImagesAs the U.S. and China vie for economic, technological and geopolitical supremacy, the critical elements and metals embedded in technology from consumer to industrial and military markets have become a pawn in the wider conflict. That's nowhere more so the case than in China's leverage over the rare earth metals supply chain. This past week, the Department o ...

Company Overview - DRDGOLD Limited is a gold mining company based in South Africa that focuses on acquiring surface tailings instead of operating deep mines [1] - The company utilizes high-pressure water to extract gold-bearing slurry from leftover materials of previous mining operations [1] Analyst Background - The article mentions an investor with experience in various sectors including real estate, professional services, emerging technologies, and industrial industries [1] - The investor has previously contributed to articles on Seeking Alpha, focusing on companies with less visibility and conducting in-depth research into their operations and business models [1] Research and Transparency - The investor emphasizes the importance of accountability and transparency in investment practices [1] - The use of the California Public Records Act to access government records for detailed information on public spending is highlighted [1]

Group 1 - The Metals Company experienced a significant stock increase of 489.3% in the first half of 2025, following a 19.1% gain in 2024 [1] - The new administration under President Trump is focused on securing the supply of critical minerals, which has positively influenced investor sentiment towards The Metals Company [3] - The company is engaged in collecting seabed nodules to produce critical minerals such as cobalt, copper, manganese, and nickel [4] Group 2 - An executive order issued by President Trump in April emphasized the importance of seabed mineral resources, leading to a 45% increase in The Metals Company's stock on the day of the announcement [5] - In June, The Metals Company announced an equity investment of $85.2 million from Korea Zinc, further boosting investor confidence [6] - The company remains in the pre-revenue phase, and potential investors are advised to consider their risk tolerance before investing [8]

Core Viewpoint - The competition between the United States and China in artificial intelligence (AI) is critical, with implications for industrial leadership, military dominance, and cultural influence globally [3][4]. Investment Opportunities - Companies that align with the U.S. government's AI initiatives are expected to benefit significantly, similar to defense contractors during the Cold War [4]. - The U.S. government is investing heavily in AI, with a notable $500 billion public-private initiative called Project Stargate, involving major companies like OpenAI, Microsoft, Amazon, and NVIDIA [9]. - MP Materials, the largest rare earth mining and processing facility in North America, has been highlighted as a strategic investment opportunity, especially after a $400 million Pentagon investment that increased its stock by 48% [14][15]. Market Trends - China is projected to invest up to $27 billion in AI by 2026, indicating a significant competitive threat [5]. - The concept of "sovereign AI" is gaining traction, emphasizing the need for nations to develop their own AI systems to avoid dependency on foreign technologies [8]. Key Players - NVIDIA is recognized as a leader in the AI megatrend, with its CEO advocating for the development of nation-specific AI systems [8]. - Louis Navellier has been identified as a prominent investor in the AI sector, having previously recommended stocks like NVIDIA and now focusing on specialized suppliers critical for AI infrastructure [11][12][14]. Future Outlook - There is a belief that the current moment presents a unique investment opportunity in a niche market related to AI, which could yield significant returns for investors [12][16]. - The competition for AI dominance is expected to drive innovation and growth among companies involved in the supply chain and infrastructure necessary for AI development [17].