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Q3 Balance Sheet Strength Positive
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...

Adam Strydom
Nov 211 min read


Hunting Precious Actaeon
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

Adam Strydom
Nov 51 min read


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

Adam Strydom
May 131 min read


Strong Reserves Replacement Rates for Key Assets
Pan American Silver Corp. (PAAS) has released its annual mineral reserves and resources statement. While the overall reserves and...

Adam Strydom
Oct 18, 20241 min read


A Good Quarter, but Softer Margins Expected in Q3
HELLENiQ ENERGY ’s Q224 results showed a continuation of Q124 trends, with refining margins trending down but increased year-on-year oil...

Adam Strydom
Oct 17, 20241 min read


Long-term PGM Price Upside
Sylvania Platinum Limited ’s Q424 results were negatively affected by a delayed recovery in production following the 22-day strike during...

Adam Strydom
Aug 15, 20241 min read


Continuing Where Q1 Left Off
Wheaton Precious Metals ’ (WPM’s) Q224 results exceeded Edison Group ’s forecasts, as well as the market’s. In general, WPM produced...

Adam Strydom
Aug 15, 20241 min read


Q224 Results: Steady Progress
Pan American Silver Corp. (PAAS) delivered a robust set of Q224 results, with lower silver production offset by the stronger sales and...

Adam Strydom
Aug 15, 20241 min read


A Taste of Things to Come
Pan American Silver Corp. (PAAS) has seen an encouraging start to the year with Q124 silver and gold production in line with management...

Adam Strydom
May 21, 20241 min read


A Strong Start to FY24
Wheaton Precious Metals (WPM’s) Q124 results exceeded both Edison Group and the market’s forecasts. It produced more (with the single...

Adam Strydom
May 21, 20241 min read


Annual Guidance Maintained, Despite Strike
Sylvania Platinum Limited has maintained annual production guidance despite Q324 results being affected by a 22-day strike, resulting in...

Adam Strydom
May 21, 20241 min read


La Arena Divestment
Pan American Silver Corp. (PAAS) has announced a sale of the La Arena and La Arena II projects to Zijin Mining for US$245m in cash,...

Adam Strydom
May 21, 20241 min read
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