Core Insights - XXIX Metal Corp. is advancing its exploration plans for 2026, supported by a recently completed financing of $17.2 million, providing over $20 million in cash and $24 million in working capital to accelerate exploration activities at its Opemiska and Thierry projects [1][2]. Opemiska Project - The company is conducting a 10,000-metre drill program at the Cooke Gold Zone, which historically produced 1.97 million tonnes at 5.04 g/t gold and 0.66% copper. This program aims to expand the mineralized horizon and support the preliminary feasibility study (PFS) [3][4]. - An in-fill drill program is planned for the Saddle Zone in Q3 2026 to enhance existing resources and optimize pit geometry, potentially leading to a deeper pit and increased resources [5]. - The company is refining its 3D resource model to improve grade and tonnage certainty, which will assist in upgrading the existing inferred mineral resource classification [6]. - An updated mineral resource estimate (MRE) is expected in Q4 2026, incorporating results from the Cooke and Saddle zones, which will serve as the basis for the upcoming PFS [7]. Thierry Project - A maiden large-scale drill program of 20,000 metres is planned for the K1 Zone, marking the first systematic drilling on the Thierry property in over fifty years. This program aims to validate the new bulk-tonnage interpretation of the deposit [8][9]. - Data validation and reinterpretation of the K2 Zone are nearing completion, leveraging extensive historical drilling data. The K1 and K2 zones together represent over 210,000 metres of historical drilling [10][11]. - The new interpretation of the K1 Zone indicates significant mineralization potential, with dimensions of 1.4 km length, 250 m width, and 400 m depth, and remains open in all directions [11][12]. Financial and Corporate Developments - The company has granted stock options to directors and officers, allowing for the acquisition of up to 4.4 million shares at a price of CAD $0.13 per share for five years [13]. - XXIX Metal Corp. is positioned as a key player in the Canadian copper sector, with its Opemiska project being one of Canada's highest-grade open-pitable copper deposits, and the Thierry project benefiting from significant infrastructure [16].

Group 1 - Pan African Resources PLC reported a record first-half profit of $147.8 million, with revenue increasing by 157% [1] - Gold output for Pan African Resources rose by 51% to 128,296 ounces, and net debt decreased significantly [1] - The company declared an interim dividend of R0.12 per share [1] Group 2 - Anglo Asian Mining Plc anticipates that copper output will triple to between 20,000 and 25,000 tonnes by 2026, with copper becoming its main product [1] - The increase in copper production is driven by full-year output from the Gilar and Demirli projects [1] Group 3 - Great Southern Copper PLC has extended high-grade copper-silver mineralization at Cerro Negro in Chile, with new drilling indicating a broader system at depth [2] - Phase IV resource work is now planned for Great Southern Copper [2] Group 4 - AFC Energy PLC has received a revised permit from the UK Environment Agency, allowing it to sell hydrogen from its Dunsfold pilot plant [2] - This development is expected to accelerate revenue and support the future rollout of ammonia cracking units [2] Group 5 - Galliford Try Holdings PLC has secured a position on the £15.4 billion UK schools construction framework, which could lead to a steady pipeline of education projects across England [3] - Connecting Excellence Group Plc has begun trading on the US OTCQB under the ticker XCELF, aiming to broaden its investor base and enhance liquidity [3]

Summary of Hot Chili Conference Call Company Overview - **Company**: Hot Chili - **Industry**: Copper and Gold Mining - **Project**: Costa Fuego Copper-Gold Project in Chile - **Significance**: Hot Chili is recognized as a leading developer in the global copper sector, being the only Australian representative among the top five independent global copper developments [3][4] Key Points and Arguments Project Development - Hot Chili is advancing the Costa Fuego project, which is currently under feasibility and expected to produce 120,000 tons of copper equivalent annually over a 20-year mine life [4] - The company has experienced a significant increase in stock value, quadrupling in the last 5 to 6 months, attributed to favorable market conditions and a strong investment appetite for copper [5][6] - A recent AUD 40 million placement was secured to expand operations into the North American market and prepare for project financing [5] Market Dynamics - The copper market is undergoing a supply-driven cycle, making copper increasingly valuable alongside iron ore [5] - There is a notable increase in P/NAV ratios for asset-level transactions and takeovers in the copper development space, indicating a growing market interest [6] Growth Catalysts - Hot Chili is focusing on three key growth areas: new discoveries, advancing feasibility studies, and strategic asset development, particularly in water supply [7][8] - The La Verde discovery is expected to significantly enhance the resource base, potentially pushing the project into Tier One asset status [7][15] Resource and Financial Metrics - La Verde is a major discovery with dimensions of 1 kilometer long and 700 meters wide, open in all directions, which could add 5 years of production to the Costa Fuego project [11][15] - The project is projected to deliver higher revenue due to the integration of higher-grade mineralization, improving financial metrics such as payback periods [13][15] - Long-term copper prices are projected at $4.30 per pound and gold at $22.80 per ounce, which are significantly higher than previous estimates [15] Strategic Water Asset - Hot Chili is developing a strategic water asset to support the Costa Fuego project, addressing the critical water scarcity in the region [19] - The company is exploring outsourcing water infrastructure, which can reduce capital expenditures and operational costs [20] - This water supply strategy is expected to support not only Hot Chili's operations but also the broader regional demand for desalination in the copper sector [20] Additional Important Content - The company is well-positioned with a strategic location at a lower elevation, which enhances operational efficiency compared to higher elevation projects [9][18] - The environmental impact assessment for the first stage of the project is expected to be submitted by the end of the year, marking a significant milestone in the permitting process [9] - The upcoming months are anticipated to be eventful with numerous drill results and corporate developments expected [21]

Core Viewpoint - Antofagasta PLC, a key player in the copper mining sector, reported strong revenue growth and maintained a solid financial position despite slightly missing earnings per share estimates [2][3]. Financial Performance - For the quarter ending February 17, 2026, the company reported earnings per share of $0.82, slightly below the estimated $0.83 [2]. - Revenue reached approximately $4.8 billion, exceeding the estimated $4.7 billion, contributing to an annual revenue increase of 30% to $8.62 billion [2]. - Underlying profits (EBITDA) surged by 52% to $5.2 billion, aligning with consensus expectations [2]. Market Position and Competitiveness - Antofagasta operates primarily in Chile, focusing on copper production and by-products, competing with major players like BHP and Rio Tinto [1]. Dividend and Capital Expenditure - The company more than doubled its dividend to 64.6 US cents, although the final dividend of 48 cents fell short of the consensus estimate of 56.5 cents [3]. - Capital expenditure guidance remains at $3.4 billion, with significant projects like the $4.4 billion Centinela second concentrator and the $2 billion Los Pelambres expected to enhance production by 30% [3]. Demand and Supply Dynamics - Antofagasta anticipates strong copper demand driven by electrification trends and constrained global supply [3]. Financial Ratios - The price-to-sales ratio stands at 6.56, indicating investors are paying $6.56 for every dollar of sales [3]. - The company has a debt-to-equity ratio of 0.65 and a current ratio of 3.62, reflecting a moderate level of debt and a strong ability to cover short-term liabilities [3].

SSR Mining (NasdaqGS:SSRM) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAlex Hunchak - VP of Investor Relations & Capital MarketsBill MacNevin - EVP of Operations and SustainabilityCosmos Chiu - Managing Director and Director of Precious Metals Equity ResearchMichael Sparks - CFORod Antal - Executive ChairmanConference Call ParticipantsDon DeMarco - AnalystGeorge Eadie - AnalystOvais Habib - AnalystOperatorHello everyone, and welcome to SSR Mining's fourth quarter and full year 20 ...

Fourth Quarter & Full-Year 2025 Financial Results February 2026 Cautionary Notes Cautionary Note Regarding Forward-Looking Information and Statements Except for statements of historical fact relating to us, certain statements contained in this presentation (including information incorporated by reference herein) constitute forward-looking information, future oriented financial information, or financial outlooks (collectively "forward-looking information") within the meaning of Section 27A of the Securities ...

Core Viewpoint - Marimaca Copper Corp. is conducting a treasury offering of approximately C$136 million (~ A$141 million) and a secondary offering of approximately C$273 million (~ A$283 million) to fund its Marimaca Project and provide liquidity to selling shareholders [1][2][4]. Offering Details - The Canadian Offering will be priced at C$10.00 per Common Share and is expected to close around February 26, 2026, pending regulatory approvals [2]. - The Australian Offering will involve a brokered placement of CHESS Depositary Interests (CDIs) at A$10.35 per CDI, also expected to close around February 26, 2026 [3]. Use of Proceeds - Net proceeds from the treasury offering will be allocated to advance the Marimaca Project, including pre-construction engineering, early site works, and a drilling campaign at Pampa Medina, along with working capital and general corporate purposes [4]. Shareholder Agreements - Selling shareholders have agreed not to sell any Common Shares or CDIs for a 90-day period following the Global Offering, subject to certain exceptions [5]. Regulatory Compliance - The Canadian Offering will be made via a prospectus supplement to the Company's base shelf prospectus and may be offered in the U.S. to qualified institutional buyers under the U.S. Securities Act [6][8]. - The CDIs will be offered in Australia to professional investors and in other jurisdictions to institutional or sophisticated investors [7]. Company Overview - Marimaca Copper Corp. is focused on its 100%-owned Marimaca Copper Project located in the Antofagasta Region of Chile, which hosts the Marimaca Oxide Deposit [10][11]. - The Company is progressing through detailed engineering and permitting processes while exploring its extensive land package in the region [11].

Core Viewpoint - The company is experiencing strong performance in its copper business, which has become a significant contributor to its earnings, with over 50% of EBITDA coming from copper production [2]. Group 1: Copper Production and Performance - The company has revised its production guidance upwards for its largest mine, Escondida, indicating an increase in copper output due to favorable price conditions [2][3]. - In the last four years, copper production volume has increased by 30%, solidifying the company's position as the largest copper producer globally [4]. - The company aims to increase copper production to 2.5 million tonnes, including byproducts, by the mid-2030s [4]. Group 2: Byproduct Revenue - The copper segment has generated nearly $2 billion in byproduct revenue from gold, silver, and uranium, showcasing the reliability and profitability of the business [3]. - In the first half of the year, byproducts in copper South Australia contributed approximately $0.7 billion in revenue [10]. Group 3: Growth Strategy and M&A - The company is focused on organic growth rather than relying heavily on mergers and acquisitions (M&A), although it remains open to high-quality asset opportunities that create shareholder value [6][7]. - Current growth projects, such as Escondida and Vicuna, are expected to significantly increase copper output, with Vicuna projected to reach 800,000 tonnes of copper [7][8]. - The acquisition of Oz Minerals is highlighted as a strategic move that has unlocked substantial value, performed under favorable copper price conditions [9].

Core Viewpoint - Camino Minerals Corporation announced positive exploration results from Phase 1 of its drilling campaign at the Los Chapitos copper project in Peru, focusing on expanding the known mineralized body and understanding the scale and continuity of the mineralized system [1] Exploration Results - The drilling campaign involved eight drill holes completed along the Diva trend corridor [1] - The primary objective was to target several areas to enhance the understanding of the mineralized system [1]

Core Insights - Andina Copper Corporation has reported significant drill intercepts from its Cobrasco copper-molybdenum project in Chocó, Colombia, highlighting the potential for a globally significant deposit [1][3]. Drill Results - Drillhole CDH004 has shown wide intercepts of copper-molybdenum mineralization, with results including 620 m at 0.46% Cu and 79 ppm Mo, and notable inclusions of higher grades [2][25]. - The drillhole CDH003 previously reported 352 m at 0.68% Cu and 112 ppm Mo, indicating strong mineralization in the area [2][25]. Geological Observations - The geological composition of CDH004 includes multiple phases of mineralized rhyolite and porphyry, with the strongest copper grades found in intensely fractured magmatic-hydrothermal breccias [8][9]. - Anomalous gold mineralization of up to 1.06 g/t was also noted, suggesting a possible gold-rich intrusive phase within the Cobrasco system [4]. Future Exploration Plans - The company plans to mobilize a second drill rig to expedite exploration and evaluation, with ongoing step-out drilling aimed at expanding the mineralized footprint [3]. - Drillhole CDH005 is currently underway, targeting the southern extensions of the mineralized system, with results expected shortly [4][17]. Company Overview - Andina Copper Corporation is focused on copper exploration in South America, holding significant discoveries along the Andean porphyry belt in Argentina and Colombia, as well as a copper-gold target in Chile [27].