Stanmore Resources (SMR) Q2 2025 Earnings Call July 27, 2025 08:00 PM ET Company ParticipantsMarcelo Matos - CEO & Executive DirectorShane Young - CFOBrett McKay - Head - Mining ResearchTim Elder - Equity Research AssociatePaul McTaggart - Head of ResearchGlyn Lawcock - Head - Resources ResearchOperatorI would now like to hand the conference over to Mr. Marcelo Matos, Executive Director and CEO. Please go ahead.Marcelo MatosGood morning, everyone. Welcome to today's call, where Shane and I will present the ...

Core Viewpoint - Mongolian Mining Corporation reported a significant decrease in coal production and sales for the quarter ended June 30, 2025, while also providing updates on its gold mining operations, particularly the commissioning of the Bayan Khundii gold mine [2][5][12]. Group 1: Coking Coal Operations - The Group is the largest producer and exporter of washed coking coal products in Mongolia, operating the Ukhaa Khudag and Baruun Naran coking coal mines [4][3]. - The combined output of run-of-mine (ROM) coal from UHG and BN mines was 3,428.4 thousand tonnes, reflecting a 7% quarter-on-quarter (QoQ) and 28% year-on-year (YoY) decrease [5]. - A total of 3,605.7 thousand tonnes of ROM coking coal was processed, resulting in 2,178.1 thousand tonnes of washed coking coal products, which is a 3% QoQ increase but a 2% YoY decrease [6][10]. - The total sales of washed coking coal products were 1,739.7 thousand tonnes, showing a 9% QoQ increase but a 25% YoY decrease [7][10]. Group 2: Gold and Metals Operations - The Group holds a 50% equity stake in Erdene Mongol LLC, which is developing the Bayan Khundii gold mine [11]. - The commissioning of the BKH gold mine processing plant and related facilities was conducted, with commercial production expected to start in the third quarter of 2025 [12].

Forge Resources Encounters Coal Seam During Decline Development at La Estrella, Extraction for Analysis Is UnderwayJuly 24, 2025 8:30 AM EDT | Source: Forge Resources Corp.Vancouver, British Columbia--(Newsfile Corp. - July 24, 2025) - Forge Resources Corp. (CSE: FRG) (OTCQB: FRGGF) (FSE: 5YZ) ("FRG" or the "Company) is pleased to announce that it has encountered a coal seam while advancing the underground decline at its fully permitted flagship La Estrella coal project in Colombia. The seam o ...

Interested participants may access the conference call by dialing 800-836-8184 approximately five to 10 minutes prior to the start time. For participants calling from an overseas location, please dial +1 646-357-8785. No passcode is needed. The call will also be webcast and will be accessible via the "investor" section of the Core website at http://investors.corenaturalresources.com. Following the live event, a replay will be available on the site. CANONSBURG, Pa., July 22, 2025 /PRNewswire/ -- Core Natural ...

The Chinese government warned it may shutter coal mines guilty of producing above permitted levels, in the latest sign that regulators are getting serious about reining in overcapacity across industries https://t.co/ieeoiaaDuc ...

Company Announcement - Peabody (NYSE: BTU) will announce its results for the quarter ended June 30, 2025, on July 31, 2025 [1] - A conference call with management is scheduled for 10 a.m. CT on the same day [1] - Instructions for conference call participation and accessing a replay will be available on PeabodyEnergy.com prior to the call [1] Company Profile - Peabody is a leading coal producer, providing essential products for the production of affordable and reliable energy and steel [1] - The company's commitment to sustainability shapes its strategy for the future [1]

Core Viewpoint - Morien Resources Corp. has received notice from Kameron Collieries ULC regarding its intent to explore the sale of its 100% ownership in the Donkin Coal Mine in Nova Scotia [1][3]. Group 1: Sale Process - Kameron is in the early stages of initiating the sale process and has not yet entered into any binding sale agreement with a third party [3]. - The parent company of Kameron, The Cline Group, has engaged Perella Weinberg Partners to lead the sales process [3]. - Morien will provide further information on the sale process as it becomes available [4]. Group 2: Royalty Agreement - Under the Royalty Agreement, Morien holds a 2-4% production royalty on coal sales from the Donkin Mine, which is binding upon Kameron and any successor owners [2]. Group 3: Company Overview - Morien is a mining development company based in Nova Scotia, created in 2012, with primary assets including a royalty on coal sales from the Donkin Mine and a royalty on aggregate sales from the Black Point Project [5]. - The company emphasizes shareholder returns over corporate size and industry recognition, with 51,292,000 issued and outstanding common shares and a fully diluted position of 53,992,000 [5].

Investment Rating - The report maintains a cautious outlook on the overall market, with a specific focus on iron ore, indicating potential upside if property support is provided in China [6]. Core Insights - China's GDP growth for the June quarter was reported at +5.2% year-on-year, slightly above the consensus of +5.1%, driven by front-loading of exports and earlier government bond issuance [1]. - Industrial production growth accelerated to 6.8% year-on-year, surpassing the consensus of 5.6%, while retail sales growth slowed to 4.8%, below the expected 5.3% [3]. - The property sector shows signs of weakness, with starts and sales down 20% and 15% year-on-year, respectively, leading to concerns about sentiment risk if significant stimulus is not implemented [2]. - Iron ore prices are expected to stabilize within the US$90-100 per ton range, supported by potential property policy support, despite an increase in supply [2]. - The electric vehicle (EV) sector remains robust, with EV output growing by 21% year-on-year, indicating strong demand in the automotive sector [5]. Summary by Sections Mining Strategy - The report highlights mixed economic indicators for China, with a focus on the property sector's impact on overall market sentiment [1]. Iron Ore - Following a decline in property signals, the China Urban Work Conference indicated a shift in urban development focus, which may affect iron ore demand [2]. - Iron ore prices could benefit from any incremental property support, despite a projected increase in supply [2]. Base Metals - Industrial production growth is strong, but retail sales are weaker than expected, suggesting that stimulus measures may need to be reevaluated [3]. Coal - The coal sector faces persistent oversupply, with production increasing by 3% year-on-year, leading to bearish fundamentals in the near term [4]. Battery Raw Materials - The EV market continues to show strength, with significant year-on-year growth in output, supported by favorable trade conditions [5]. UBS View - The report suggests a cautious approach to investments, with a focus on iron ore as a potential area for upside if property support is realized [6].

One stock to keep an eye on is Alliance Resource Partners (ARLP) . ARLP is currently sporting a Zacks Rank #2 (Buy), as well as an A grade for Value. The stock is trading with a P/E ratio of 10.37, which compares to its industry's average of 10.81. ARLP's Forward P/E has been as high as 11.04 and as low as 6.34, with a median of 8.73, all within the past year. Finally, investors should note that ARLP has a P/CF ratio of 6.13. This metric takes into account a company's operating cash flow and can be used to ...

Core Insights - Ramaco Resources, Inc. has released a summary of the independent Preliminary Economic Assessment (PEA) for its Brook Mine, prepared by Fluor Corporation, indicating the mine's commercial and technological feasibility [1][2] - The company is optimistic about the future, with a ribbon-cutting ceremony for the Brook Mine scheduled, marking a significant milestone for both Ramaco and the nation [2] Company Overview - Ramaco Resources, Inc. operates and develops high-quality, low-cost metallurgical coal in southern West Virginia and southwestern Virginia, and is also involved in coal, rare earth, and critical minerals production in Wyoming [3] - The company has four active metallurgical coal mining complexes in Central Appalachia and is in the initial stages of production for a coal mine and rare earth development in Wyoming [3] - In 2023, Ramaco discovered a major deposit of primary magnetic rare earths and critical minerals at its Wyoming mine, and operates a carbon research facility related to advanced carbon products from coal [3] Future Prospects - The results of the PEA suggest that the Brook Mine will contribute positively to the company's growth and operational capabilities, aligning with its strategic objectives in the coal and rare earth sectors [2][3]