Core Points - McEwen Inc. will hold a conference call on August 7, 2025, at 11:00 AM EDT to discuss Q2 2025 financial results and project developments [1][2] - The company operates three mines in the USA, Canada, and Argentina, and has a significant copper development project in Argentina [3] - Rob McEwen, the Chairman and Chief Owner, has personally invested US$205 million in the company and aims to build shareholder value and establish a dividend [4] Company Overview - McEwen Inc. provides exposure to gold, copper, and silver through its operating mines and development projects [3] - The Los Azules copper project is designed to be one of the world's first regenerative copper mines, with a goal of achieving carbon neutrality by 2038 [3] Conference Call Details - Participants can join the conference call via toll-free North America number (888) 210-3454 or international dial-in [2] - An archived replay of the webcast will be available approximately two hours after the live event [2]

Summary of Hillgrove Resources (HGO) 2025 Conference Company Overview - Hillgrove Resources is a copper producer based in South Australia, operating in a Tier one jurisdiction [4][5] - The company aims to grow into a mid-tier multi-asset copper and gold producer, generating cash flow today with multiple growth pathways [4][6] Core Industry Insights - Copper is essential for global decarbonization and electrification, with increasing demand driven by renewable energy, electric vehicles (EVs), and infrastructure development [4][9] - The average global mining head grade is declining, and many mines are aging, necessitating significant investment to meet future energy transition needs [10] - Hillgrove is positioned as one of the few ASX-listed companies actively producing copper to meet rising global demand [11][19] Financial Metrics - Hillgrove has a market capitalization that does not reflect its true value, with an EV to EBITDA ratio of only 3 to 4 times its 2024 earnings [6][19] - The company has AUD 18 million in franking credits and AUD 280 million in income tax losses available for future use [6] Production and Growth Strategy - The Cayman II copper-gold mine has recommenced underground mining, producing copper concentrate and shipping it globally [5][11] - The Nugent Acceleration Project is expected to increase production by 25% and reduce unit costs by 15-20% over the next 6-12 months [12][15] - Hillgrove plans to expand its exploration efforts, targeting four new mineralization zones, including the promising Emily Star zone with 2.6 million tonnes of existing resources [13][18] Operational Performance - As of June 1, 2025, Hillgrove had developed 11.5 kilometers underground and 470,000 tonnes of developed stocks, showing significant operational progress since starting 18 months ago [14] - The company reported an operating cash flow of AUD 19.1 million in the first half of the year, with AUD 17.7 million spent on capital development [16] Future Outlook - Hillgrove is focused on organic growth, with a sound mineral resource and ore reserve expected to be updated in Q4 2025 [17] - The company has an exploration target of 25 million to 40 million tonnes of copper, with ongoing drilling within the mine footprint [18] - Hillgrove is well-positioned to benefit from the anticipated supply-demand deficit in the copper market, with a strategic vision centered on operating excellence and disciplined growth [20]

Core Viewpoint - The copper market is experiencing limited support from supply and demand dynamics, with a slight increase in prices despite weak economic data from the U.S. and a seasonal decline in domestic demand [1] Group 1: Economic Indicators - U.S. non-farm payrolls increased by only 73,000 in July, significantly below market expectations, with the unemployment rate rising to 4.2% [1] - The unexpected weakness in U.S. employment data has raised expectations for a Federal Reserve interest rate cut, leading to a temporary rebound in copper prices [1] - The ISM manufacturing index for July was reported at 48, below expectations, while domestic manufacturing PMI also showed a month-on-month decline, further pressuring copper prices [1] Group 2: Supply Dynamics - Domestic copper concentrate processing fees have stabilized and slightly increased, but there are disruptions from overseas copper mines [1] - Chilean copper giant Codelco has halted operations at its flagship El Teniente mine due to a collapse, which may impact future production levels [1] - There is an expectation of rising LME copper inventories and domestic copper inventories, as U.S. import tariffs on copper are less extensive than anticipated [1]

Diggers & Dealers Mining Forum 4-6 August 2025 A CLEAR RESET FOR A BRIGHT FUTURE For personal use only Important information The information in this presentation is provided for general information regarding 29Metals Limited (the 'Company ') and its subsidiaries (together with the Company, '29Metals'). Material information in this presentation has been derived from information publicly released by the Company to the ASX announcements platform. Details regarding the source information released to the ASX ann ...

Peel Mining (PEX) 2025 Conference Summary Company Overview - Peel Mining is focused on building a copper-centric resource company primarily in the Cobar Basin, with aspirations to explore further afield [3][4] - The company has established significant resources, with a current share price perceived as undervalued [3] Key Resources and Projects - The South Cobar project contains approximately 5,000,000 tonnes of copper equivalent metal at a grade of about 2% [5] - Major deposits include: - Mallee Bull and Wirrlong: Approximately 11,000,000 tonnes at around 2% copper equivalent [9] - Wagga Tank: A newly identified resource with strong oxide and supergene mineralization, currently under evaluation for potential open-pit mining [10][15] - Southern Knights: An underground high-grade silver-lead-zinc system with significant growth potential [17] - May Day: A modest gold resource with potential for deeper exploration [19] Exploration and Development Strategy - The company emphasizes exploration success, with a focus on cost-effective discovery methods [6][20] - Recent exploration efforts have identified new targets, including: - Nomini: A historical gold prospect with promising assay results [21] - Bean Bar: A large-scale target with a significant magnetic anomaly [22] - The Kurnamona joint venture with Red Hill Minerals aims to explore the Broken Hill and Annabella areas, with a planned 4,000-meter diamond drill program [24] Market Position and Industry Context - Peel Mining holds a dominant land position in the Cobar Basin, which is recognized as a significant mining jurisdiction in New South Wales [8] - The region has seen increased activity from neighboring companies, indicating a vibrant mining environment [6][7] - The company is positioned to provide feedstock to local mills, which are currently underfed [8][26] Financial and Operational Highlights - The company has a strong shareholder base, with major shareholders including Perth Capital and various Australian institutions [4] - Exploration costs have been efficient, averaging around $0.01 per copper equivalent pound [20] - The company is advancing its Pre-Feasibility Study (PFS) for the South Cobar project, with a focus on optimizing capital costs through potential open-pit mining at Wagga Tank [10][11][26] Conclusion - Peel Mining presents a compelling investment opportunity with solid resources, a strategic focus on exploration, and a strong position in a historically rich mining district [27]

Group 1 - The copper mining sector has experienced a positive year, with copper prices slightly increasing and the Global X Copper Miners Index (COPX) rising by 10% year-to-date, indicating that many miners have benefited from this trend [1] - Mountain Valley Value Investments focuses on identifying undervalued companies with strong growth potential across various sectors, emphasizing long-term value and disciplined research [1] - The investment philosophy of the company is centered on rigorous analysis to uncover opportunities that can deliver strong returns while highlighting potential risks that may impact investment theses [1] Group 2 - The article aims to provide actionable investment ideas that are expected to withstand the test of time, reflecting a commitment to in-depth analysis and thoughtful perspectives on high-potential stocks [1]

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $82.7 million and adjusted net income attributable to owners of the company of $48.1 million, or $0.46 per share [15] - Liquidity position remains solid at $113 million, including $68.3 million in cash and cash equivalents [15] - The net debt to EBITDA ratio improved from 2.4 times to 2.1 times due to stronger EBITDA and debt repayments [15] Business Line Data and Key Metrics Changes - At Carriba, copper production increased by 25% compared to Q1, with a 50% reduction in unplanned infrastructure downtime [10][11] - Javancina saw a 17% increase in gold production versus Q1, with expectations for further improvements in the second half of the year [12] - Commercial production was announced at Tucumar, contributing to record consolidated copper production [8] Market Data and Key Metrics Changes - The company expects higher production levels in the second half of the year, which will aid in deleveraging efforts [15] - The foreign exchange hedge program had a total notional position of $240 million, with a modest realized gain of $200,000 during the quarter [16] Company Strategy and Development Direction - The company is focused on operational excellence, with significant groundwork laid for sustainable growth in production [6][7] - The strategy includes optimizing mining methods, enhancing cost control, and advancing long-term growth initiatives at Furnas [13] - The company aims to initiate returns to shareholders as part of its strategy moving forward [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving improved operational performance in the second half of the year, with expectations for continued growth in 2026 [9][10] - The focus is on achieving consistent production rates and addressing any remaining operational bottlenecks [22][36] - Management acknowledged the challenges faced in the first half of the year but emphasized the importance of the changes made for future stability [71][72] Other Important Information - The company completed its Phase one drill program at Furnas and is on track for the Phase two program [13] - The company is committed to delivering on its strategy and improving existing operations while preparing for future growth [18] Q&A Session Summary Question: Update on Tucumar's production capacity and guidance assumptions - Management confirmed that production levels have improved and are now operating at higher rates, with expectations to achieve around 80% of design capacity by year-end [20][23] Question: Cash costs at Carriba and guidance for the full year - Management indicated that while cash costs may trend higher due to lower grades in the second half, they expect to remain in the lower half of the guidance range [27][29] Question: Update on mechanized mining at Javancina and grade reconciliation - Initial results from mechanized mining have shown less dilution than manual mining, with grades expected to align with overall expectations for the year [30][31] Question: Remaining bottlenecks at Tucumar and July throughput - Management stated that the focus is now on preventative maintenance to ensure consistent operational performance, with no specific throughput numbers for July provided [34][36] Question: Update on shaft sinking at Pilar - The shaft project is progressing well, with expectations to be operational in 2027 [40] Question: Contribution from the sorghum pit and mining tonnage outperformance - Management highlighted that operational excellence initiatives have contributed to outperformance in mining tonnage, with Serbeam being an important contributor to production [44][46] Question: Timeline for starting cash returns to shareholders - Management indicated that the focus remains on deleveraging the balance sheet before considering shareholder returns [78]

Group 1 - Capstone Copper Corp. is a copper mining company with operations primarily in the United States, Mexico, and Chile, with the majority of its production now coming from Chile [1] - The company is listed on stock exchanges in Canada and Australia [1] Group 2 - The investment strategy focuses on turnarounds in natural resource industries, typically with a holding period of 2-3 years [2] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years, indicating strong performance [2]

Financial Performance - Cash flow from operations increased to $90.3 million in Q2 2025 [22], a 39% increase compared to $65 million in Q1 2025 [58] - Adjusted EBITDA increased to $82.7 million in Q2 2025 [23], a 31% increase compared to $63 million in Q1 2025 [59] - Adjusted net income per share was $0.46 [23] in Q2 2025, compared to $0.35 in Q1 2025 [59] - Available liquidity was $113.3 million [22] as of June 30, 2025 Operational Highlights - Caraíba Operations copper production increased approximately 25% quarter-over-quarter [37], with a 7% reduction in cash costs [37] - Tucumã Operation copper production increased approximately 25% quarter-over-quarter [45] - Xavantina Operations gold production increased 17% quarter-over-quarter [54] Strategic Objectives - The company aims to achieve commercial production at Tucumã [25] - The company aims to deleverage the balance sheet, with the net debt leverage ratio decreasing to 2.1x from 2.4x at the end of Q1 2025 [26] - The company aims to advance long-term growth initiatives, including the completion of the Furnas Phase 1 Drill Program in July 2025 [26] - The company aims to initiate returns to shareholders [26]

North America's Leading Copper Developer Permitted, In Construction, Scalable & Unmatched Corporate Presentation August 2025 TSX: FOM | US OTC: FMCXF | FORANMINING.COM TSX: FOM | US OTC: FMCXF | FORANMINING.COM Forward Looking Statements This presentation contains certain forward-looking information and forward-looking statements, as defined under applicable securities laws (collectively referred to herein as "forward-looking statements"). These statements relate to future events or to the future performanc ...