Imagine never spending another hour (...or late night) trawling ASX and TSX announcements for reserve & resource estimates, ownership, production and mine cost data.
We spend hours reading announcements, checking footnotes and analysing presentations by mining companies to collect and maintain the hard-to-find key metrics so that you don't have to.
External link for Mineral Metrics
Melbourne, AU
@UBS analysts wrote “2024 was a false dawn for the uranium market with the spot uranium price down 15 per cent year to date as buyers remain on the sidelines and still without urgency to procure near-term,” Do you agree? Kazatomprom Cameco Corporation Deep Yellow Limited Paladin Energy Uranium Energy Corp Bannerman Energy Ltd Denison Mines Corp. Lotus Resources GoviEx Uranium Elevate Uranium (ASX: EL8) Fission Uranium Corp Global Atomic Corporation Laramide Resources Ltd Toro Energy Limited enCore Energy Corp. Berkeley Energía Forsys Metals Corp Boss Energy Ltd Aura Energy Limited IsoEnergy Ltd. Appia Rare Earths & Uranium Corp. (CSE: API | OTCQX: APAAF) Ur-Energy Inc. Alligator Energy
Newmont Corporation's realized US$3.4bn to date, but how much will they get for their last 2 non-core assets earmarked for sale?
A look at the undeveloped Aussie copper projects 🔌 With Rio Tinto selling a 30% stake in Winu for $400m this week, you might say the demand for large, high-quality copper assets is electric 🥁 * note bubble size represents the relative amount of contained copper. Source: MineralMetrics.co
Northern Star Resources Limited's acquisition of De Grey Mining Ltd reinforces them as an ASX-listed gold producing powerhouse with 75Moz of gold resource. Northern Star only trails Newmont Corporation which has a monstrous 310Moz* of attributable gold resources. Shoutout to the advisers Macquarie Group (Northern Star) and Azure Capital, Barrenjoey and Barclays (De Grey) *Includes recently announced asset sales that have yet to close. Note: chart includes top ASX-listed producers only + De Grey (developer). #MiningDeals #Gold
Here's a look at today's $5bn acquisition of De Grey Mining Ltd by Northern Star Resources Limited on a pro forma basis. Note: Resources and Reserves are on an attributable basis; inclusive of Ore Reserves.
Who can relate to this when spreading mining comps 👇 1️⃣ "Resources are not exclusive of Reserves" What?! Why the double negative! Just tell me, are you double-counting or not?! 2️⃣ Converting ppm to % "1,000 ppm is 0.1%," they said. Simple math. Until you're 30 rows deep and doubting everything you learned in school. 3️⃣ What the hell is a short ton? Because why not make me Google “convert short tons to tonnes” every single time? 4️⃣ Oh it's "gold equivalent" grades? Cool. Just make sure to asterisk the fine print that assumes a 1947 silver-to-gold price ratio. By the time you're done, you’re part geologist, part chemist, part conspiracy theorist. What else I miss?