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Growing Up
The Metals Company (TMC), a Canadian deep sea mining exploration company, is approaching a critical phase in its development. As key...

Adam Strydom
Apr 18, 20241 min read


Celebrating the Ides of March
Wheaton Precious Metals’s (WPM’s) Q4/FY23 results were released after the market close on 14 March, within the context of known metals...

Adam Strydom
Mar 19, 20241 min read


Dividend Shows Confidence in Future
HELLENiQ ENERGY reported its final results on 29 February. Adjusted net income of €0.6bn was lower than Edison Group’s forecast of...

Adam Strydom
Mar 11, 20241 min read


Shareholders reduce holding
Hellenic Republic Asset Development Fund (HRADF), one of the largest oil companies in Southeast Europe, and Paneuropean Oil & Industrial...

Adam Strydom
Feb 13, 20241 min read


Looking forward to FY24 and beyond
Endeavour Mining released its customary operational and financial update to the market on 22 January, showing Q423 production of 280koz...

Adam Strydom
Feb 13, 20241 min read


Adjusting Valuation on
Following Edison Group’s short update on the La Colorada Skarn preliminary economic assessment (PEA), they are revising their valuation...

Adam Strydom
Jan 24, 20241 min read


Q323: La Colorada Continues to Underperform
Pan American Silver Corp.’s Q3 results did not bring any major surprises at the group level, with lower EBITDA of US$159m, down 22%...

Adam Strydom
Jan 24, 20241 min read


Teeing Up to Hit Long-Term Targets
Wheaton Precious Metals’ (WPM’s) Q323 profits exceeded Edison Group’s prior forecasts by US$4.0m (or 3.4%) at the pre-tax level and by...

Adam Strydom
Jan 24, 20241 min read


La Colorada to Restart After Suspension
Pan American Silver Corp. (PAAS) has announced that it will begin restarting operations at the La Colorada mine on 16 October. Operating...

Adam Strydom
Jan 24, 20241 min read


Stellar Production, Guidance Beaten
Sylvania Platinum Limited reported excellent production results offset by weak PGM prices. The platinum group metal (PGM) basket price...

Adam Strydom
Jan 22, 20241 min read


New Thaba JV Adds Significant Value
Sylvania Platinum Limited (SLP) has announced a 50:50 joint venture (JV) with Limberg Mining Company (LMC), called Thaba, to process...

Adam Strydom
Jan 22, 20241 min read


Peerless
Wheaton Precious Metals’s Q223 results exceeded Edison Group’s expectations. Production of gold equivalent ounces (GEOs) was 4.6% higher...

Adam Strydom
Jan 19, 20241 min read
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