Denarius Metals Announces Decision Not to Proceed with 50/50 Joint Venture with Quimbaya GoldAugust 01, 2025 5:00 PM EDT | Source: Denarius Metals Corp.Toronto, Ontario--(Newsfile Corp. - August 1, 2025) - Denarius Metals Corp. (Cboe CA: DMET) (OTCQX: DNRSF) ("Denarius Metals" or the "Company") announced today that the Company has given notice of termination to Quimbaya Gold Inc. ("Quimbaya") of the previously announced letter of intent. Following the completion of its due diligence and analys ...

Vale (VALE) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Company ParticipantsGustavo Pimenta - CEOMarcelo Bacci - Executive VP of Finance & Investor RelationsMarcio Farid Filho - Vice PresidentRogério Nogueira - EVP - Commercial & DevelopmentShaun Usmar - CEO - Vale Base Metals LtdAmos Fletcher - Director - Equity ResearchLeonardo Correa - Associate Partner Equity ResearchDaniel Sasson - Head of Latam Steel, Mining, Pulp, Paper & Agribusiness and CementCarlos Medeiros - EVP - OperationsCaio Greiner - E ...

Vale (VALE) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Speaker0Hello, everyone, and welcome to Vale's second quarter twenty twenty five conference call. First, I would like to take a moment to remind you of our strategic direction as defined by our Vale 2030 vision. We are building a leading mining platform with the right portfolio of assets as we leverage our unique endowment to deliver accretive growth opportunities in both copper and iron ore. We are also highly focused on continuing to gain compe ...

Vale's 2Q25 Performance August 1st, 2025 Disclaimer "This presentation may include statements that present Vale's expectations about future events or results, including without limitation (i) Bacaba project CAPEX and start- up on slides 7 and 16; (ii) C1 cash cost on slide 8; (iii) iron ore C1 cost and all-in guidances on slide 12, (iv) copper and nickel all-in guidances on slide 13, and (v) interest on capital payment on slide 14. These risks and uncertainties include factors relating to our ability to per ...

有色套利早报 研究中心有色团队 2025/08/01 铜：跨市套利跟踪 2025/08/01 国内价格 LME价格 比价 现货 78500 9571 8.26 三月 78050 9622 8.14 均衡比价 盈利 现货进口 8.19 -286.39 现货出口 -294.28 锌：跨市套利跟踪 2025/08/01 国内价格 LME价格 比价 现货 22320 2762 8.08 三月 22365 2769 6.07 均衡比价 盈利 现货进口 8.69 -1680.39 铝：跨市套利跟踪 2025/08/01 国内价格 LME价格 比价 现货 20590 2584 7.96 三月 20500 2587 7.95 均衡比价 盈利 现货进口 8.54 -1503.26 镍：跨市套利跟踪 2025/08/01 国内价格 LME价格 比价 现货 119050 14765 8.06 均衡比价 盈利 现货进口 8.27 -1922.67 部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输 或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我们均 ...

Ivanhoe Mines Issues 2025 Second Quarter Financial Results, Overview of Construction and Exploration ActivitiesJuly 30, 2025 4:43 PM EDT | Source: Ivanhoe Mines Ltd.Ivanhoe Mines' reports Q2 2025 profit of $35 million and adjusted EBITDA of $123M, including $128M of attributable EBITDA from Kamoa-KakulaKamoa-Kakula produced 112,009 tonnes of copper in Q2 2025, Phase 1 and 2 operating at 85% design capacity, Phase 3 concentrator operating 30% above design capacityMining rates on the western sid ...

业绩总结 - 截至2025年6月底，公司12个月的失时伤害频率率(LTIFR)为0.05，季度内未记录失时伤害，工作小时总计为460万小时[4] - 2025年6月季度，RKEF镍金属产量为30,463吨，HPAL可归属镍产量为2,075吨，钴产量为188吨，超出名义产能38%[7] - 记录矿石销售量为3,021,678吨，较3月季度增长6%[7] - 矿业总生产量为5,923,539吨，较上季度增长5%[13] - 调整后EBITDA为4,140万美元，较上季度增长33%[13] 财务数据 - HPAL可归属EBITDA为1,080万美元，较3月季度下降51%[10] - RKEF调整后EBITDA为3,370万美元，较3月季度下降24%[8] - HNC的可归属EBITDA为1,000万美元，较3月季度上升11%[10] - 现金成本为每吨镍10,348美元，较上季度上升5%[9] 市场动态 - Limonite销售价格上涨40%，平均销售价格上涨16%至每吨26.2美元[13]

Dreadnought Resources (DRE) Update / Briefing July 28, 2025 10:00 PM ET Company ParticipantsDean Tuck - MD & Member of Board of DirectorsDean TuckMorning, everyone. I believe that we have or afternoon some places. I believe we've got this up and running, so just let the room fill up a little bit before before I get started. In the meantime, if you have any questions, send them through, and I'll get to the questions as we as we progress through the webinar. A few people still coming in.Looking good. Let's gi ...

有色套利早报 研究中心有色团队 2025/07/29 铜：跨市套利跟踪 2025/07/29 国内价格 LME价格 比价 现货 79080 9746 8.13 三月 79010 9801 8.07 均衡比价 盈利 现货进口 8.17 -615.05 现货出口 161.91 锌：跨市套利跟踪 2025/07/29 国内价格 LME价格 比价 现货 22650 2819 8.03 三月 22650 2821 6.00 均衡比价 盈利 现货进口 8.65 -1744.32 铝：跨市套利跟踪 2025/07/29 国内价格 LME价格 比价 现货 20660 2627 7.87 三月 20590 2628 7.85 均衡比价 盈利 现货进口 8.51 -1702.22 镍：跨市套利跟踪 2025/07/29 国内价格 LME价格 比价 现货 121200 15012 8.07 均衡比价 盈利 现货进口 8.25 -1995.62 容的客观、公正，研究方法专业审慎，分析结论合理，但公司对信息来源的准确性和完整性不作任何保证，也不保证所依据的信息和建议不会 发生任何变化。且全部分析及建议内容仅供参考，不构成对您的任何投资 ...

纪要涉及的公司 - Dreadnought Resources (DRE) - Sandfire Resources - DeGray - Gold Road - Spartan - Black Cat Syndicate - Teck Resources - Newmont - Aurobanda - Brightstar - Ballard Mining - Aurin 纪要提到的核心观点和论据 - **核心观点：Dreadnought具备发展潜力，当前或被低估，未来有望通过勘探发现、项目投产和交易实现价值提升** - **论据：公司过往表现与现状** - 有发现矿产的记录，获年度探矿者奖，涉及多种商品 [8] - 董事会和管理层投入超720万美元自有资金，持股10% [8] - 超85%（接近90%）募资用于勘探，目前资金充足，银行有1000万美元现金 [8][9] - 吸引了Black Cat Syndicate、Farjoy等大集团投资 [9] - **论据：公司战略与项目进展** - 战略为发现矿产、投入生产和开展交易，过去12个月重点是将Mangrove的高品位项目投产并产生现金流 [9][10] - Star of Mangaroon项目即将完成所需工作，有望年底获批并开始采矿，明年产生现金流 [10] - 定义了23000盎司、品位12 - 13克/吨的资源，露天开采可行性高，冶金回收率达96.7% [14][16] - 近期完成资源南北浅部钻探，增加浅部储量，完善经济可行性 [17] - 完成资源钻探、冶金测试、范围研究，达成协议并落实资金，正在进行填充品位控制钻探和运输、采矿、加工协议的最终确定 [17][18] - **论据：勘探计划与目标** - 定义了5个营地规模目标，每个约100平方公里，已开始对新目标进行钻探 [19][20] - Steve's Reward项目首次钻探半数钻孔见金，土壤异常强烈，将继续扩大异常范围并跟进钻探 [22][23] - 计划钻探Midnight Star、Midday Moon等新目标，Cullens项目将跟进钻探 [23][24] - 年底和明年初将对LARA项目进行钻探，该项目所在绿岩带未被充分勘探 [26][27][28] - **论据：基础金属和关键金属资产情况** - Teck Resources投入1500万美元参与Mangaroon项目的Money Intrusion铜镍项目，已开展地球物理工作 [29] - Gifford Creek Bonnetide Complex的稀土铁矿石有已证实资源，稀土价格回升使项目更具吸引力，有大量商业合作意向 [30][31][32] 其他重要但是可能被忽略的内容 - 部分成功的初级资源公司虽股价大幅下跌，但坚持钻探最终取得成功，如Sandfire Resources、DeGray、Gold Road和Spartan [4][5][6] - Dreadnought的战略自成立以来基本未变，过去12个月重点是将高品位项目投产和产生现金流，之后将回归勘探 [9][10] - Star of Mangaroon项目所在地区此前金矿勘探不足，公司在该地区圈定了大面积土地，有较大勘探潜力 [14] - LARA项目是2019年从Newmont收购，当时公司市值小资金少，如今公司发展后该项目所在绿岩带仍未被充分勘探，有很大勘探价值 [25][26] - 稀土价格从1.20美元涨至1.70美元时项目表现出色，价格回落至45美分后发展受阻，美国稀土底价回升使项目再次具有吸引力 [30][31]