reports
- Ben Pirie
- Nicholas Cortellucci
- CFA
DNG: Solid Q3 Revenue and Cashflow Generation
What you need to know: • DNG reported Q3 financial results that were mixed relative to our expectations, missing on production results and beating on financials. • Q3 revenue was $100.5M compared to our estimate of $89.7M, and Q3 OCF (before WC) was $6.6M compared to our estimate of $4.7M. • Management maintained its annual guidance for production, revenue, and net income but does not expect to hit its capex guidance. We encourage investors to look out to 2026 when DNG’s growth investments star...
- Ben Pirie
OMG: Deep Hole Intersects Multiple Gold Zones 700m Below Wenot
What you need to know: • Omai’s long hole hits multiple zones of mineralization, confirming strong gold grades ~700m below the previously lowest known mineralization at Wenot. • This result suggests a doubling of the size potential of Wenot, proving to investors (and potential acquirers) that the Omai system can support a very long mine life at a high throughput. • Drilling continues to accelerate with five drills turning at Wenot and YTD meterage over 30,000m (double the 15,000m originally pl...
B2Gold Reports Q3 2025 Results
B2Gold Reports Q3 2025 Results Continued strong performance across the Fekola, Otjikoto, and Masbate mines; Goose Mine has commenced high-grade underground ore production VANCOUVER, British Columbia, Nov. 05, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) is pleased to announce its operational and financial results for the third quarter of 2025. All dollar figures are in United States dollars unless otherwise indicated. 2025 Third Quarter Highlights Gold production of 254,369 ounces: Total gold production in the third quarter...
- Ben Pirie
Mining Monthly: October Edition
What you need to know: • Gold reached new record highs above $4,300/oz before settling around $4,000/oz, while silver climbed for the sixth consecutive month. • Despite this rise in metal prices, mining equities underperformed, with the GDX down 5.7%, GDXJ down 5.5%, and SILJ down 7.3%, and COPX up 3.1%, compared to the S&P 500 (+2.5%) and TSX (+0.8%). • Geopolitical developments, including the U.S. $5B critical minerals fund, G7 stockpiling alliance, and Trump's new partnerships with Australi...
ARG. AMERIGO RESOURCES LTD.
CUU COPPER FOX METALS INC.
MINEROS MINEROS
EDG. ENDURANCE GOLD
RIO RIO TINTO LIMITED
SCZ. SANTACRUZ SILVER MINING
SPA.. SPANISH MOUNTAIN GOLD LTD
RGLSF REGULUS RESOURCE
GIGA GIGA METALS
APM ANDEAN PRECIOUS METALS CORP
MTT MAGNA TERRA MINERALS INC
OMG OMAI GOLD MINES CORP
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
KRI KOBO RESOURCES INC.
TSXV:NIM NICOLA MINING INC.
TSXV:RIO RIO2 LIMITED
FRG FORGE RESOURCES CORP.
NAMM NAMIB MINERALS
NFLD EXPLOITS DISCOVERY CORP.
B2Gold’s Operations at the Fekola Complex in Mali Continue Unimpeded
B2Gold’s Operations at the Fekola Complex in Mali Continue Unimpeded VANCOUVER, British Columbia, Nov. 03, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company) announces that operations at the Fekola Complex in Mali continue to operate uninterrupted, and all permits and licenses remain in good standing with the State of Mali. Milling and mining activities at the Fekola Mine are operating at full capacity and the Company reiterates its 2025 gold production guidance for the Fekola Complex of 515,000 to 550,000 ounces. In addition, the Co...
- Ben Pirie
OMG: High-Grade Discovered at New Targets; 5 Drills at Wenot
What you need to know: • Omai announced the assay results from 11 holes totalling 2,615m from two near-surface and recently identified exploration targets outside of the Wenot and Gilt Creek resources. • Drilling continues to accelerate with five drills turning at Wenot and YTD meterage over 30,000m (over double the 15,000m originally planned). • The deep hole testing the at-depth potential below the Wenot deposit ended at a downhole depth of 2,014m (assays pending). • Updated PEA has been pus...
- Ben Pirie
- Nicholas Cortellucci
- CFA
DNG: Making Progress with International Expansion
What you need to know: • DNG announced an update today on its expansion plans in Senegal, Ecuador, and Ghana. • In Senegal, the construction of its 50tpd pilot plant remains on schedule with the first shipments of equipment expected to be on site in mid-November. • DNG continues to complete early-stage work in Ecuador and Ghana, setting up the Company well to execute on its bold growth plans. This morning, Dynacor Group (DNG:TSX, DNGDF:OTC) provided an update on its expansion plans in West Afri...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
After 5.5-months, the S&P 500 (SPX) finally broke below its 20-day MA in decisive fashion on Friday. However, 6569 has been our level that needs to break in order for us to have confidence that a pullback has begun; SPX made a low of 6551 on Friday (less than 20 points or 0.3% from our 6569 level), meaning it was not a decisive breakdown (in time or price). As a result, our near-term bullish outlook since our 4/22/25 Compass remains intact, and it will stay that way as long as the SPX holds abov...
NEM NEWMONT CORPORATION
FNV. FRANCO-NEVADA CORPORATION
ENS ENERSYS
AGI. ALAMOS GOLD INC.
ABX. BARRICK GOLD CORPORATION
K. KINROSS GOLD CORPORATION
BTO B2GOLD CORP.
IMG. IAMGOLD CORPORATION
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
ELD ELDORADO GOLD CORPORATION
EOSE EOS ENERGY ENTERPRISES INC (A)
QS QUANTUMSCAPE
ENVX ENOVIX CORP
FLNC FLUENCE ENERGY INC
SLDP SOLID POWER INC
MVST MICROVAST HLDGS INC
SES SES AI CORPORATION
ABAT AMERICAN BATTERY TECHNOLOGY COMPANY
B2Gold Third Quarter 2025 Financial Results – Conference Call Details
B2Gold Third Quarter 2025 Financial Results – Conference Call Details VANCOUVER, British Columbia, Oct. 08, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) will release its third quarter 2025 financial results after the North American markets close on Wednesday, November 5, 2025. B2Gold executives will host a conference call to discuss the results on Thursday, November 6, 2025, at 8:00 am PT / 11:00 am ET. Participants may register for the conference call here: . Upon registering, participants will receive a calendar invitation ...
B2Gold Achieves Commercial Production at the Goose Mine
B2Gold Achieves Commercial Production at the Goose Mine VANCOUVER, British Columbia, Oct. 06, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) is pleased to announce that the Goose Mine, part of the Back River Gold District, located in Nunavut, Canada (the “Goose Mine”), achieved commercial production on October 2, 2025. B2Gold has declared commercial production at the Goose Mine based on an internal commercial production measure of 30 consecutive days of average mill throughput at 65% or greater based on the mill design capac...
- Ben Pirie
- Nicholas Cortellucci
- CFA
Q3/25 Recap: All Our Research in One Place!
Q3/25 marked a particularly strong quarter for Atrium, as precious metal prices continued to rise rapidly, driving notable outperformance across our coverage. Our covered stocks increased 46% on average in Q3/25 and are up 227% over the past year, outperforming the TSX, which gained 12% during the quarter and 37% YoY, and TSXV, which gained 29% and 67%, respectively. This builds on the 27% increase from our coverage universe in Q2/25. Top performers from our coverage this quarter include Andean ...
DRX ADF GROUP INC.
ARG. AMERIGO RESOURCES LTD.
CUU COPPER FOX METALS INC.
MINEROS MINEROS
EDG. ENDURANCE GOLD
SCZ. SANTACRUZ SILVER MINING
SPA.. SPANISH MOUNTAIN GOLD LTD
KNR. KONTROL ENERGY CORP
RTP. RIO TINTO PLC CEDEAR
GIGA GIGA METALS
APM ANDEAN PRECIOUS METALS CORP
PNTZF TRIGON METALS INC.
OMG OMAI GOLD MINES CORP
BQE BQE WATER INC.
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
SBIO SABIO HOLDINGS
KRI INC. (SBIO)
TSXV:NIM KOBO RESOURCES INC.
TSXV:RIO NICOLA MINING INC.
CEAD RIO2 LIMITED
FRG CEA INDUSTRIES INC
NAMM FORGE RESOURCES CORP.
GEC NAMIB MINERALS
NFLD GLOBAL EDUCATION COMMUNITIES CORP
EXPLOITS DISCOVERY CORP.
- Ben Pirie
Mining Monthly: September Edition
What you need to know: • In September, gold rose 10.8% to approach $3,900/oz and silver surged 14.4% toward $46/oz, marking five straight months of gains. • Mining equities strongly outperformed, with GDX, GDXJ, SILJ, and COPX up 20.9%, 23.7%, 23.9%, and 20.1%, respectively, versus the S&P 500 (+3.4%) and TSX (+5.1%). • Sector momentum was reinforced by the Fed rate cut, record financing activity among juniors, and the announcement of the $53B Teck–Anglo American merger, the largest deal in ove...
CUU COPPER FOX METALS INC.
MINEROS MINEROS
EDG. ENDURANCE GOLD
SCZ. SANTACRUZ SILVER MINING
SPA.. SPANISH MOUNTAIN GOLD LTD
RTP. RIO TINTO PLC CEDEAR
GIGA GIGA METALS
APM ANDEAN PRECIOUS METALS CORP
OMG OMAI GOLD MINES CORP
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
KRI KOBO RESOURCES INC.
TSXV:NIM NICOLA MINING INC.
TSXV:RIO RIO2 LIMITED
FRG FORGE RESOURCES CORP.
NAMM NAMIB MINERALS
NFLD EXPLOITS DISCOVERY CORP.
- Ben Pirie
OMG: High Grade Drill Results Continue to Roll In
What you need to know: • Drill results continue to roll in following Omai’s recently reported large updated MRE on the 100% owned Omai Gold Project in Guyana. • Today’s assay results came after the cutoff date for the MRE; however will be included in the upcoming PEA. • OMG plans to report an updated PEA in Q4/25 on the new resource and include the Gilt Creek deposit (which was not included in the 2024 PEA). • We are excited to see the results of the extremely long hole, which is targeting bl...
NexGen Energy Ltd: 1 director
A director at NexGen Energy Ltd sold 50,000 shares at 8.200USD and the significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
B2Gold Provides an Update on Goose Mine Commissioning, Confirms Consol...
B2Gold Provides an Update on Goose Mine Commissioning, Confirms Consolidated 2025 Production Guidance Range, and Provides Operational Updates for the Fekola, Masbate, and Otjikoto Mines VANCOUVER, British Columbia, Sept. 15, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) is announcing an update on operational performance year-to-date in 2025 at each of its four mines. B2Gold confirms 2025 total annual gold production of between 970,000 and 1,075,000 ounces. Goose Mine - Canada The Goose Mine achieved first gold pour on June 30,...
- Ben Pirie
Mining Monthly: August Edition
What you need to know: • The metals and mining market saw a resurgence in August, reaching record highs, following a subpar couple of previous months. • In August, gold was up 5%, silver was up 7%, and copper was down 2%. The equities massively outperformed the commodities, with the GDX, GDXJ, SIL, and COPX up 22.2%, 24.6%, 22.9%, and 15.8%, respectively. • Sector multiples are beginning to expand as gold firmly holds above $3,000/oz and silver surpasses $40/oz. Sentiment Update The mining se...
CUU COPPER FOX METALS INC.
MINEROS MINEROS
EDG. ENDURANCE GOLD
SCZ. SANTACRUZ SILVER MINING
RIO RIO TINTO PLC
GIGA GIGA METALS
APM ANDEAN PRECIOUS METALS CORP
OMG OMAI GOLD MINES CORP
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
KRI KOBO RESOURCES INC.
TSXV:NIM NICOLA MINING INC.
TSXV:RIO RIO2 LIMITED
FRG FORGE RESOURCES CORP.
NAMM NAMIB MINERALS
NFLD EXPLOITS DISCOVERY CORP.
- Ben Pirie
OMG: Massive Resource Update; Total Ounces Breaks 6.0Moz
What you need to know: • Omai reported an updated Mineral Resource Estimate on its 100% owned Omai Gold Project in Guyana. • The MRE reported a significant increase to the 2024 resource with the Inferred resource increasing 92% to 4.4Moz grading 1.95 g/t Au and the Indicated resource increasing 7% to 2.1Moz grading 2.07g/t Au. • OMG plans to report an updated PEA on the new resource and include the Gilt Creek deposit (which was not included in the 2024 PEA). • We have updated our estimates fo...
- Ben Pirie
- Nicholas Cortellucci
- CFA
DNG: Q2 Results Benefit from Gold Price; Growth Expected in 2026
What you need to know: • DNG reported Q2 financial results that were mixed relative to our expectations, missing on production results and beating on financials. • Q2 revenue was $79.9M compared to our estimate of $78.6M and Q2 OCF (before WC) was $4.2M compared to our estimate of $4.0M. • Management has updated its annual guidance to reflect ore supply headwinds seen in Q2. We encourage investors to look out to 2026. • We recently published an interview with management, watch it here. This mo...
B2Gold Reports Q2 2025 Results
B2Gold Reports Q2 2025 Results Continued Strong Operating Performance Across All Three Operations Led to Higher Than Expected Gold Production and Lower than Expected Cash Costs in the Second Quarter of 2025 VANCOUVER, British Columbia, Aug. 07, 2025 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) is pleased to announce its operational and financial results for the second quarter of 2025. All dollar figures are in United States dollars unless otherwise indicated. 2025 Second Quarter Highlights Gold production of 229,454 ounces: Cons...
- Ben Pirie
Mining Monthly: July Edition
What you need to know: • The metals and mining market settled in July, following a tremendous run over the last six months. • In July, gold was down 1%, silver was up 2%, and copper down 13%. The equities underperformed the commodities, with the GDX, GDXJ, SIL, and COPX down 0.8%, 5.0%, 1.5%, and 4.2%, respectively. • Financings remained elevated during July, with various juniors raising funds as capital continues to trickle down. Sentiment Update The mining sector saw mixed sentiment in July,...
CUU COPPER FOX METALS INC.
MINEROS MINEROS
EDG. ENDURANCE GOLD
SCZ. SANTACRUZ SILVER MINING
RTP. RIO TINTO PLC CEDEAR
GIGA GIGA METALS
APM ANDEAN PRECIOUS METALS CORP
OMG OMAI GOLD MINES CORP
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
KRI KOBO RESOURCES INC.
TSXV:NIM NICOLA MINING INC.
TSXV:RIO RIO2 LIMITED
FRG FORGE RESOURCES CORP.
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