Core Points - SSR Mining announced the resignation of Mr. Simon Fish from its Board of Directors, effective immediately, as he takes on a new role at TD Bank Group [1][2] - Mr. Fish has been a member of the Board since 2018 and held significant positions including Chair of the Corporate Governance and Nominating Committee [1][2] - Following his resignation, the Board will consist of eight Directors [2] Company Information - SSR Mining is listed on Nasdaq and TSX under the ticker symbol SSRM [3] - The company is involved in the mining and minerals industry, focusing on natural resources [5]

Core Viewpoint - Newmont Corporation has achieved commercial production at its Ahafo North project in Ghana, marking a significant milestone in West Africa's mining sector [1][3]. Group 1: Production and Economic Impact - The Ahafo North project is expected to produce approximately 50,000 ounces of gold in 2025, with production ramping up to deliver between 275,000 and 325,000 ounces annually over a 13-year mine life [3][4]. - The project has created around 4,500 contracted jobs during construction and established approximately 560 permanent and 1,000 contracted positions for ongoing operations [4]. Group 2: Strategic Importance - Ahafo North is Newmont's third mining investment in Ghana and serves as the company's second operational site in the country, enhancing its footprint with four open pit mines and a stand-alone mill [4]. - The project leverages operational synergies with the existing Ahafo South operation, contributing to Newmont's commitment to operational excellence and value creation for stakeholders [3][4]. Group 3: Company Overview - Newmont is recognized as the world's leading gold company and also produces copper, zinc, lead, and silver, with a portfolio anchored in favorable mining jurisdictions globally [5]. - The company is noted for its principled environmental, social, and governance practices, and is the only gold producer listed in the S&P 500 Index [5].

Core Points - Mineros S.A. has received initial credit ratings of 'B+' from S&P Global Ratings and 'B1' from Moody's Ratings for its proposed offering of Senior Unsecured Notes, both with a Stable outlook [2][3] - The ratings signify a strong validation of the company's financial position and growth strategy, positioning it to access international debt capital markets for financing key growth projects [3] Company Overview - Mineros S.A. is a Latin American gold mining company headquartered in Medellin, Colombia, with a diversified asset base including mines in Colombia and Nicaragua [4] - The company has over 50 years of experience in the mining industry, focusing on safety, sustainability, and maximizing shareholder value [5] Strategic Initiatives - The company aims to secure debt financing for long-term growth and capital expenditure programs, leveraging the positive credit ratings to enhance its financial strategy [2][3]

Core Insights - Orbia Advance Corporation reported third quarter 2025 revenues of $1.97 billion, a 4% increase from the previous year, with EBITDA of $295 million, reflecting a 2% increase [2][5][6] - The company is focused on strengthening market positions, cost reduction, and cash generation despite subdued demand in certain sectors [4][34] Financial Performance - Net sales for Q3 2025 were $1,966 million, up 4% from $1,887 million in Q3 2024 [5][6] - Cost of sales increased by 5% to $1,533 million, while selling, general and administrative expenses decreased by 1% to $303 million [5][9] - Operating income rose to $130 million, a 4% increase year-over-year, while EBITDA margin slightly decreased to 15.0% [5][10] - The company reported a net loss of $120 million for the quarter, compared to a net income of $86 million in the same quarter last year [7][14] Business Group Performance - **Polymer Solutions**: Revenues increased by 2% to $647 million, but EBITDA decreased by 13% to $78 million due to lower resin pricing and higher ethane costs [18][19] - **Building & Infrastructure**: Revenues also rose by 2% to $647 million, with EBITDA decreasing by 3% to $76 million, impacted by restructuring costs [21][22] - **Precision Agriculture**: This segment saw an 11% increase in revenues to $257 million and a 28% increase in EBITDA to $30 million, driven by strong demand in Brazil and the U.S. [24][25] - **Connectivity Solutions**: Revenues grew by 8% to $253 million, with EBITDA increasing by 36% to $42 million, supported by strong volume growth [27][28] - **Fluor & Energy Materials**: Revenues increased by 3% to $227 million, but EBITDA decreased by 3% to $64 million due to higher input costs [30][31] Cash Flow and Debt Management - Operating cash flow for the quarter was $271 million, a decrease of 4% from the previous year, while free cash flow improved by 1% to $144 million [15][32] - Net debt increased to $3,910 million, with a net debt-to-EBITDA ratio of 3.85x, down from 3.98x in the previous quarter [16][31] Outlook - The company reaffirms its full-year 2025 Adjusted EBITDA guidance in the range of $1,100 million to $1,200 million, likely falling in the lower half of the range [34] - Capital expenditures are projected to be approximately $400 million, focusing on safety and operational integrity [35]

Core Insights - Buenaventura reported its third quarter 2025 production and sales results, highlighting significant production volumes across various metals, including gold, silver, lead, zinc, and copper [1][2][4]. Production Summary - **Gold Production**: Total gold ounces produced in 3Q25 reached 30,894, with a nine-month total of 86,155. The updated guidance for 2025 is between 112,000 and 128,000 ounces [2][3]. - **Silver Production**: Total silver ounces produced in 3Q25 was 4,278,658, with a nine-month total of 11,520,791. The updated guidance for 2025 is between 14.2 million and 15.5 million ounces [2][3]. - **Lead Production**: Lead production for 3Q25 was 4,874 metric tons, with a nine-month total of 13,121 metric tons. The guidance for 2025 is between 17,200 and 19,800 metric tons [3]. - **Zinc Production**: Zinc production reached 6,989 metric tons in 3Q25, with a nine-month total of 20,538 metric tons. The guidance for 2025 is between 25,700 and 29,300 metric tons [3]. - **Copper Production**: Copper production totaled 12,770 metric tons in 3Q25, with a nine-month total of 38,162 metric tons. The guidance for 2025 is between 53,000 and 55,000 metric tons [3]. Sales Summary - **Gold Sales**: Total gold ounces sold in 3Q25 were 32,438, with a nine-month total of 90,752 [4][6]. - **Silver Sales**: Total silver ounces sold in 3Q25 reached 4,121,632, with a nine-month total of 11,110,268 [4][6]. - **Lead Sales**: Lead sales for 3Q25 were 4,586 metric tons, with a nine-month total of 12,341 metric tons [6]. - **Zinc Sales**: Zinc sales totaled 5,973 metric tons in 3Q25, with a nine-month total of 17,266 metric tons [6]. - **Copper Sales**: Copper sales reached 14,223 metric tons in 3Q25, with a nine-month total of 42,481 metric tons [6]. Average Realized Prices - **Gold**: Average realized price for gold in 3Q25 was $3,594 per ounce, compared to $3,287 in the previous year [10]. - **Silver**: Average realized price for silver was $40.81 per ounce, up from $36.08 [10]. - **Lead**: Average realized price for lead was $1,903 per metric ton, slightly up from $1,892 [10]. - **Zinc**: Average realized price for zinc was $2,811 per metric ton, compared to $2,710 [10]. - **Copper**: Average realized price for copper was $9,989 per metric ton, up from $9,632 [10]. Operational Commentary - The company noted that gold and silver production exceeded expectations in 3Q25 due to the successful initiation of full capacity mine and leach pad production [15]. - The 2025 production guidance for gold and silver has been revised, with adjustments made to reflect higher ore processing volumes [15]. - The company is transitioning to mining zones richer in gold and copper, which is expected to offset decreased production from historically lower-yield zones [15].

Company Announcement - AngloGold Ashanti plc has appointed Marcus Randolph as an independent non-executive director effective from 27 October 2025 [1] - Randolph will be a member of the Compensation and Human Resources Committee and the Social, Ethics and Sustainability Committee [1] Experience and Background - Marcus Randolph brings over 40 years of experience in the mining and processing industries, having held senior leadership and board positions [2] - He was previously the CEO and President of Ecobat, a leader in battery recycling, and Executive Chairman of Boart Longyear, the largest supplier of drilling services and equipment to the minerals industry [2] - Randolph held several senior leadership roles at BHP Billiton from 1999 to 2013, including Chief Executive Officer Ferrous & Coal and Chief Strategic Officer for Minerals [3] - He holds a BSc in Mining Engineering from Colorado School of Mines and an MBA from Harvard University [3] Company Overview - AngloGold Ashanti plc is headquartered in Denver, Colorado, and employs approximately 25,000 people [4][8] - The company operates in the natural resources sector, specifically in mining and minerals [4]

Core Viewpoint - Lomiko Metals Inc. announces a private placement to raise up to $800,000 through the issuance of 8,000,000 units at a price of C$0.10 per unit, aimed at funding engineering studies and strategic initiatives for the La Loutre graphite project [1][2]. Financing Details - The private placement will consist of 8,000,000 units, each comprising one common share and one-half common share purchase warrant, exercisable for three years at $0.15 [1]. - The total gross proceeds from the offering are expected to be up to $800,000 [1]. Use of Proceeds - Proceeds will be allocated to pre-feasibility engineering studies for the La Loutre natural flake graphite deposit, baseline data collection, bulk sampling, anode piloting, and general working capital [2]. - The engineering studies will involve independent consultants to assess geology and project potential, aiming to select an optimal production model that mitigates environmental and social risks [2]. Regulatory Compliance - All securities issued will be subject to a hold period of four months and one day from the issuance date, and the financing is contingent upon receiving necessary regulatory approvals, including from the TSXV [3]. Company Overview - Lomiko Metals holds mineral interests in the La Loutre graphite development located in southern Quebec, covering 4,528 hectares [4]. - The La Loutre project is situated within the territory of the Kitigan Zibi Anishinabeg First Nation and consists of one large block with 76 mineral claims [4]. Mineral Resource Estimate - An updated Mineral Resource Estimate for the La Loutre project indicates 64.7 million tonnes of Indicated Mineral Resources averaging 4.59% Cg per tonne, representing a 184% increase in tonnage [6][7]. - The estimate includes 3.0 million tonnes of graphite and reflects results from a 2022 drilling campaign that significantly increased the Indicated Mineral Resources [7]. Additional Projects - The company also has interests in seven early-stage projects in southern Quebec, covering a total of 18,622 hectares [8].

Core Insights - Lomiko Metals Inc. has identified a new gold anomaly and extended multi-element anomalies at the Yellow Fox property in Newfoundland, indicating promising exploration results [1][2][34] - The company plans to focus on further soil sampling in Phase 3 to explore the newly identified gold anomaly, which is nearly one kilometer long [2][5] - Newfoundland has been recognized as one of the top ten most attractive jurisdictions for mining investment by the Fraser Institute, enhancing the region's appeal for exploration [2][3] Exploration Results - The Phase II soil sampling program collected 264 additional samples, bringing the total to 815 samples, which successfully extended several high-priority multi-element anomalies [5][8] - A new gold showing was discovered with an assay result of 1.3 grams per tonne (g/t), located in an area with minimal prior exploration [9][10] - Historical work at the Yellow Fox property has returned significant samples, including up to 59.43 g/t Au and 11.10% Sb, indicating the potential for high-grade mineralization [4][26] Future Plans - The company plans to conduct further prospecting and surface trenching to evaluate the extent of the new gold showing and to collect additional rock samples [9][15] - Ground geophysics and line cutting permits have been received, with plans to run a Rare Earth Elements testing package to explore cerium anomalies [10][15] - Additional soil sampling will be conducted on 3-5 lines south of the new gold anomaly to determine its extent [15]