Sylvania Platinum Limited ’s production in Q226 remained strong at 24,642oz for 4E platinum group metals (PGMs), slightly up on the previous record in Q126. PGM prices started rallying in December 2025, ahead of our expectations. Our new PGM forecasts are between 50% and 90% higher for FY26, driving earnings upgrades. We upgrade FY26 EPS by 52% to 35.2 US cents, FY27 EPS by 133% to 64.8 US cents and FY28 EPS by 143% to 69.0 US cents. Allowing for PGM prices to reverse from FY

The Metals Company ’s (TMC’s) quarterly report provided no surprises as the company continues to progress its deep sea licensing application and associated operations. The cash position is significantly improved, ensuring sufficient funds for at least the next 12 months. Key remains the award of a licence and news of any progress from the US administration, which appears to be moving steadily forward.  Edison Group #mining   #resources   #investment 17 November 2025...

Sylvania Platinum Limited ’s production in Q126 continued to accelerate, reaching a record high of 24,522oz for 4E platinum group metals (PGMs) and 31,234oz for 6E. Net profit continued to recover thanks to record production, a rising PGM basket price and healthy unit cost control. We lift our FY26 4E forecast to 92,000oz, ahead of company guidance, and as a result upgrade our FY26 EPS by 7.3% to 23.18 US cents. We also introduce small earnings upgrades for FY27 and FY28 and

Wheaton Precious Metals ’ (WPM’s) Q325 financial results are scheduled for release on 6 November. Ahead of the announcement however,  Edison Group  already has production numbers from Salobo, Sudbury, Voisey’s Bay, San Dimas, Zinkgruvan, Neves-Corvo, Blackwater and Penasquito. Edison has updated their forecasts to reflect this data. After two quarters in which sales have outperformed production and inventory has been drawn down, they suspect that this trend will now reverse i

Sylvania Platinum Limited ’s strong FY25 production and a higher platinum group metals (PGM) basket price resulted in 2.9x higher EPS of 7.7 US cents versus  Edison Group 's forecast of 5.1 US cents. Edison's outlook for the Sylvania Dump Operations (SDO) is largely unchanged, except for a slight (3.3%) increase in cost forecasts due to a weaker dollar. The outlook for the Thaba joint venture (JV) has improved, thanks to attractive chrome prices, despite a slower ramp-up to s

Sylvania Platinum Limited 's Q425 results included a fourth straight quarterly production improvement, a 13.5% increase in the platinum...

Sylvania Platinum Limited  has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000–80,000oz. Positive...

Sylvania Platinum Limited ’s H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and...

Wheaton Precious Metals  (WPM’s) production and sales announcement of 18 February revealed FY24 gold output of 397,742oz and silver...

ALG Newsletter - Argent's diversification strategy. In this week's newsletter,  Austin Lawrence Gidon 's metals and mining analyst, ...

Pan African Resources PLC ’s (PAF’s) FY24 results, announced on 11 September, were within 1% of  Edison Group ’s  prior forecasts for...

Pan American Silver Corp.  (PAAS) has released its annual mineral reserves and resources statement. While the overall reserves and...