Core Viewpoint - China Gold International (02099.HK) reported significant financial improvements for the six months ending June 30, 2025, with substantial increases in revenue and profitability [1] Financial Performance - Sales revenue reached $580 million, representing a year-on-year increase of 178.36% [1] - Mining operating profit was $277 million, showing a remarkable year-on-year increase of 1443.71% [1] - Shareholders' profit amounted to $200 million, a turnaround from a loss of $31.67 million in the same period last year [1] - Basic earnings per share were 50.53 cents [1]

Core Viewpoint - China Gold International (02099) reported significant financial improvements for the six months ending June 30, 2025, with substantial increases in revenue, profit, and gold sales [1] Financial Performance - Sales revenue reached $580 million, a year-on-year increase of 178.36% [1] - Mining operating profit was $277 million, reflecting a year-on-year increase of 1443.71% [1] - Shareholders' profit amounted to $200 million, a turnaround from a loss of $31.67 million in the same period last year [1] - Basic earnings per share were 50.53 cents [1] Gold Pricing and Sales - The average selling price of gold rose by 35% from $2,285 per ounce in the first half of 2024 to $3,094 per ounce in the first half of 2025 [1] - Longshanhao mine's gold sales were 52,893 ounces (gold production: 45,829 ounces), compared to 39,951 ounces (gold production: 40,257 ounces) in the same period of 2024 [1]

Financial Data and Key Metrics Changes - Operating earnings increased from a loss of $3.1 million in Q2 of last year to an income of $23 million this quarter [8] - Net income improved from a loss of $18.5 million in Q2 of last year to a net income of $15.9 million this quarter [9] - Earnings per share rose from a loss of $1.9 to a profit of $1.24 per diluted share [16] Business Line Data and Key Metrics Changes - Cash costs for the quarter were $14.16, with year-to-date costs at $13.75 [4] - All-in sustaining costs were $15.48 for the quarter and $14.62 year-to-date [4] - The company processed 250,000 tons of ore at a grade of 0.23 ounces per ton in the current campaign, compared to 255,000 tons at 0.22 ounces per ton in Q2 of the previous year [21] Market Data and Key Metrics Changes - The average realized gold price was $3,274 per ounce, compared to a blended carry trade price of $2,441 [16] - The company’s hedge position is currently at just under 63,000 ounces, expected to decrease to about 43,000 ounces by year-end [30] Company Strategy and Development Direction - The company is focused on debt reduction and advancing projects like Johnson Track and Lucky Shot, with a goal to reduce debt from $23 million to around $15 million by year-end [30][31] - The strategy includes maintaining a low share count and ensuring operational efficiency to maximize margins [51][60] - The company aims to produce 30,000 to 40,000 ounces annually from Lucky Shot, with a diluted grade above 10 grams [80] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational smoothness and the potential for increased gold production as the market conditions remain favorable [51][63] - The company is optimistic about the gold price outlook and is focused on prudent growth without taking excessive risks [52][89] Other Important Information - The lawsuit regarding the beluga whale issue is still ongoing, with the company involved in the legal proceedings [68] - The company is considering monetizing its Onex shares but is currently restricted by escrow agreements [78] Q&A Session Summary Question: How long will campaign three last and potential timing of the check from the JV? - Campaign three is expected to last roughly three weeks, with distributions anticipated in late September [65][66] Question: Is there still a beluga whale lawsuit issue? - Yes, the lawsuit is ongoing in federal court, and the company has joined the lawsuit [68] Question: What allowed the ASIC for the second quarter to be lower than expected? - The lower ASIC was attributed to favorable weather conditions and operational efficiencies, with expectations to remain below the target of $16.25 [70][72] Question: Are there plans to monetize the Onex shares? - Yes, the company is considering the timing for monetization but is currently restricted by escrow agreements [77][78] Question: What are the upcoming catalysts for Contango? - The focus will be on drilling underground at Lucky Shot and advancing the Johnson Track project [79]

《山东黄金矿业股份有限公司 2025 年第三次临时股东大会会议决议》 相关ETF ● 黄金股ETF (产品代码：159562) ★ 跟踪：中证沪深港黄金产业股票指数 证券代码：600547 证券简称：山东黄金 公告编号：临 2025-046 山东黄金矿业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本次会议是否有否决议案：无 一、 会议召开和出席情况 （一）股东大会召开的时间：2025 年 8 月 14 日 （二）股东大会召开的地点：山东省济南市历城区经十路 2503 号公司会议室 （三）出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 其中：A 股股东人数 1,016 境外上市外资股股东人数（H 股） 1 其中：A 股股东持有股份总数 2,322,793,113 境外上市外资股股东持有股份总数（H 股） 215,826,719 份总数的比例（%） 56.7488 其中：A 股股东持股占股份总数的比例（%） 51.9242 境外上市外资股股东持股占股份总数的比例（%） 4.82 ...

格隆汇8月14日丨灵宝黄金(03330.HK)公布，公司将于2025年8月26日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

Core Viewpoint - Tongguan Gold (00340) has seen a significant increase in stock price, rising over 5% following the announcement of its inclusion in the MSCI Global Small Cap Index, effective after market close on August 26, 2025 [1] Group 1: Company Performance - The company is expected to achieve a profit attributable to shareholders of approximately HKD 330 million to HKD 360 million for the six months ending June 30, 2025, representing an increase of about 259% to 291% compared to the profit of approximately HKD 92 million for the same period in 2024 [1] - The increase in profit is primarily attributed to a rise in gold production and sales, as well as an increase in the average selling price of gold compared to the same period in 2024 [1] Group 2: Strategic Developments - In April 2025, the company established a "equity + metal flow" binding model with Zijin Mining (601899), which is expected to enhance operational performance through collaboration [1] - The company anticipates a gradual increase in gold production in the coming years, coupled with favorable gold prices, leading to sustained performance growth in 2024 and entering a rapid growth phase [1]

Core Viewpoint - Tongguan Gold (00340) has been included in the MSCI Global Small Cap Index, effective after market close on August 26, 2025, which is expected to enhance its market visibility and investment appeal [1] Group 1: Stock Performance - Tongguan Gold's stock price increased by 5.67%, reaching HKD 2.05, with a trading volume of HKD 31.47 million [1] Group 2: Company Developments - The company has established a "equity + metal flow" binding model with Zijin Mining, which is anticipated to improve operational performance [1] - Tongguan Gold recently issued a profit warning, projecting a net profit attributable to shareholders of approximately HKD 330 million to HKD 360 million for the six months ending June 30, 2025, representing an increase of about 259% to 291% compared to HKD 92 million in the same period of 2024 [1] Group 3: Production and Pricing - The increase in profit is primarily attributed to a rise in gold production and sales, as well as an increase in the average selling price of gold compared to the same period in 2024 [1]

公司在四大洲八大国家拥有7座控股金矿和1座参股金矿。2024年底，合并矿产金权益资源量1614吨，平均品位1.4g/t，权益储量856吨，平均品位1.4g/t。 2024年合计黄金产量46.7吨，权益量40吨。据产量指引，仅内生增长下，2025-2026年权益产量将增至40.5吨和53.1吨，增长潜力强劲。成本方面，2022-2024 年全维持成本从1046美元/盎司升至1458美元/盎司，2024年涨幅仅0.6%，成本控制向好。 横向对比，公司成长性突出，2022-2024年权益产量年化增速9.6%，为样本企业中最快。虽旗下矿山品位非最优，但成本优势显著，体现出色运营能力，不 过与国内代表性企业相比，综合成本仍有改善空间。 公司核心竞争力在于"五环归一"：激励机制到位激发员工积极性；管理层为专业团队，经验丰富；并购能力强，逆周期收购并改造"亏本"矿山；勘探能力突 出，自主勘查降低资源获取成本；运营能力卓越，通过"矿石流五环归一"模式提升矿山效益。 紫金黄金国际是由紫金矿业整合其海外金矿资产而成的全球领先黄金开采公司，控股股东为紫金矿业，实际控制人为上杭县财政局。自2007年收购塔吉克斯 坦吉劳/塔罗金矿起步 ...

消息面上，龙资源发盈喜，预期集团于截至2025年6月30日止期间将会录得公司股东应占溢利，约1160 万澳元至1360万澳元，而截至2024年6月30日止期间的公司股东应占溢利为197万澳元，有关账目未经公 司核数师及╱或审核及风险管理委员会审核或审阅。与相应期间相比，公司股东应占溢利增长乃主要由 于报告期间达致更高黄金均价所致。 智通财经获悉，龙资源(01712)盈喜后涨超12%，截至发稿，涨12.32%，报4.74港元，成交额234.6万港 元。 本文源自：智通财经网 ...

Financial Data and Key Metrics Changes - Gold sales totaled approximately 8,400 ounces for the quarter, an increase over the prior year period, with total revenue from gold sales rising to approximately CAD28 million, driven by higher ounces sold and a higher average realized gold price of CAD3,301 per ounce [21][22] - The company concluded the quarter with a net loss position of CAD0.05 per share, primarily due to the ramp-up and development stage of operations [21] - Cash position was approximately CAD134 million at the end of the second quarter, a significant increase from the previous quarter due to net proceeds from equity offerings [22] Business Line Data and Key Metrics Changes - At Granite Creek Underground, mining volumes during the second quarter were ahead of the prior year period, with approximately 24,000 tonnes of oxide material mined at a gold grade of 11.4 grams per tonne [12] - Company-wide, the expectation is to extract between 30,000 to 40,000 ounces of gold in 2025, including 20,000 to 30,000 ounces from Granite Creek and approximately 10,000 ounces from heap leach pads [14] Market Data and Key Metrics Changes - The company has a significant resource base with 6.5 million ounces of measured and indicated gold resources and 7.5 million ounces of inferred resources, along with approximately 100 million ounces of silver [10] Company Strategy and Development Direction - The company aims to establish itself as a Nevada-focused mid-tier gold producer, with a clear three-phase build-up in average annual target production to over 600,000 ounces of gold by the early 2030s [7][8] - The first phase focuses on high-grade underground projects, with expected production increasing from less than 50,000 ounces per year to a target of 150,000 to 200,000 ounces by 2028 [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving steady-state production at the first mine and advancing infill drill programs to support upcoming feasibility studies, indicating a transformative period for the company in the next twelve to eighteen months [24] - The management highlighted the importance of the Lone Tree processing facility refurbishment, which is expected to significantly increase recovery rates and payability on refractory material [19] Other Important Information - The company raised gross proceeds of CAD186 million through a bought deal offering and private placement to strengthen its balance sheet and fund development plans [22] - The company is pursuing the sale of non-core assets and potential royalty sales to enhance liquidity [23] Q&A Session Summary Question: Expectations for tons and grades at Granite Creek - Management indicated that ore tonnes have not been affected by water issues and are on track for development [28][30] Question: Timeline for dewatering and waste development - Management stated that meaningful progress is expected once dewatering wells and water treatment facilities are in place, anticipated by the end of the year [30] Question: Autoclave refurbishment CapEx - The expected CapEx for the refurbishment is in the range of CAD350 million to CAD400 million, with final numbers to be confirmed soon [54] Question: Revenue expectations for Q3 and Q4 - Management expects total production for the year to be between 30,000 to 40,000 ounces, with a potential step change in production in the latter half of the year [46][47] Question: Recapitalization and liquidity - The recapitalization plan aims to address existing liabilities and fund the autoclave refurbishment, with potential liquidity from asset sales [48][49] Question: Updates on drilling results at Granite Creek - Early results from the South Pacific zone are consistent with expectations, with preliminary results anticipated in early September [59]