Metals & mining equity investment research

Metals & Mining Insights

Market cap

Date (published)

thematic

Metals & Mining

27.09.23

Critical minerals: The investment vacuum

Metals & Mining

thematic

01.04.25

From gold to gold miners: Extracting higher returns in the current bull run

Latest

Metals & Mining | Update

01.04.25

Barton Gold — The Rubicon crossed – marching to production

Metals & Mining | Non client QV

28.03.25

Amaroq Minerals — Amaroq ‘n’ roll

Metals & Mining | Non client QV

25.03.25

Zanaga Iron Ore — Approaching stage two of project development

Metals & Mining | Outlook

20.03.25

KEFI Gold and Copper — New beginnings

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

Metals & Mining

14.03.23

Lepidico: A new valuation is revealed

insight

Metals & Mining

05.01.23

Lepidico: Review of the year 2022

insight

Metals & Mining

19.08.22

Lepidico: Developing a leading and unique position in lithium

insight

Metals & Mining

21.06.22

Lepidico: Aiming at the sweet spot of supply

insight

Metals & Mining

27.04.22

Five (more) things every investor should know about lithium and Lepidico

Equities

Region

Market cap

ADNOC Drilling (ADNOCDRILL)

Latest price

AED4.93

▾ 0.01 (0.20)

As at 14/04/2025

Market capitalisation: AED78,720m

View equity

Agnico Eagle Mines (AEM)

Latest price

USD118.39

▾ 0.74 (0.63)

As at 14/04/2025

Market capitalisation: USD59,210m

View equity

QuickView

Metals & Mining

04.08.23

Agnico Eagle Mines — Record-breaking production

QuickView

Metals & Mining

02.05.23

Agnico Eagle Mines — A year of optimisation ahead

QuickView

Metals & Mining

21.02.23

Agnico Eagle Mines — A record-breaking year

Alkane Resources (ALK)

Latest price

AUD0.73

▾ 0.03 (4.29)

As at 14/04/2025

Market capitalisation: AUD443m

View equity

Update

Metals & Mining

29.01.25

Alkane Resources — Ventis secundis

Update

Metals & Mining

16.10.24

Alkane Resources — Seamlessly shifting to Roswell

Update

Metals & Mining

24.07.24

Alkane Resources — Kaiser a winner

Alphamin Resources (AFM)

Latest price

CAD0.85

▾ 0.03 (3.66)

As at 14/04/2025

Market capitalisation: CAD1,049m

View equity

Update

Metals & Mining

15.11.24

Alphamin Resources — From alpha to omega

Initiation

Metals & Mining

04.09.23

Alphamin Resources — Still leading the pack

Update

Metals & Mining

13.04.22

Alphamin Resources — Mpama South continues the charge

Amaroq Minerals (AMRQ)

Latest price

CAD1.44

▾ 0.04 (2.86)

As at 14/04/2025

Market capitalisation: CAD557m

View equity

Non client QV

Metals & Mining

28.03.25

Amaroq Minerals — Amaroq 'n' roll

Arcadium Lithium (ALTM)

Latest price

USD5.84

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: USD6,290m

View equity

Update

Metals & Mining

17.04.24

Arcadium Lithium — When one plus one equals three

QuickView

Metals & Mining

01.11.22

Allkem — Moving up the value chain

Avino Silver & Gold Mines (ASM)

Latest price

CAD2.80

▾ 0.04 (1.45)

As at 14/04/2025

Market capitalisation: CAD391m

View equity

Barton Gold (BGD)

Latest price

AUD0.44

▾ 0.04 (8.75)

As at 14/04/2025

Market capitalisation: AUD96m

View equity

Update

Metals & Mining

01.04.25

Barton Gold — The Rubicon crossed - marching to production

Initiation

Metals & Mining

02.09.24

Barton Gold — Special by name, special by nature

Cadence Minerals (KDNC)

Latest price

GBP0.02

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: GBP4m

View equity

Update

Metals & Mining

04.04.24

Cadence Minerals — Amapá optimisation adds value

Update

Metals & Mining

03.11.23

Cadence Minerals — Real progress, real value

Flash note

Metals & Mining

31.08.23

Cadence Minerals — Sonora project update

Canyon Resources (CAY)

Latest price

AUD0.19

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: AUD271m

View equity

Flash

Metals & Mining

10.03.25

Canyon Resources — Strategic investment in Camrail

Initiation

Metals & Mining

24.02.25

Canyon Resources — Rapidly emerging bauxite producer

Update

Metals & Mining

16.12.24

Canyon Resources — Breaking down the investment case

Cleantech Lithium (CTL)

Latest price

GBP0.09

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: GBP10m

View equity

Cobra Resources (COBR)

Latest price

GBP0.01

▾ 0.08 (6.98)

As at 14/04/2025

Market capitalisation: GBP10m

View equity

Update

Metals & Mining

03.12.24

Cobra Resources — Progress indicates first quartile potential

Update

Metals & Mining

01.05.24

Cobra Resources — Exploring a potential game changer

KEFI Gold and Copper (KEFI)

Latest price

GBP0.00

▾ −0.02 (−2.97)

As at 14/04/2025

Market capitalisation: GBP41m

View equity

Non client QV

Real Estate

27.03.25

LSL Property Services — Strategic transformation bearing fruit

Outlook

Metals & Mining

20.03.25

KEFI Gold and Copper — New beginnings

Update

Metals & Mining

04.12.24

KEFI Gold and Copper — Clearing the decks

Lepidico (LPD)

Latest price

—

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: —

View equity

Update

Metals & Mining

31.10.23

Lepidico — Development plan evolves

Update

Metals & Mining

14.02.23

Lepidico — Everything moving all at once

Update

Metals & Mining

06.10.22

Lepidico — Quantifying exploration’s dividends

Metals One (MET1)

Latest price

GBP0.01

▾ 0.18 (19.44)

As at 14/04/2025

Market capitalisation: GBP4m

View equity

Update

Metals & Mining

05.02.25

Metals One — Black Schist moves to the next stage

Initiation

Metals & Mining

24.09.24

Metals One — First by name, first by nature

Pan African Resources (PAF)

Latest price

GBP0.48

▾ 0.40 (0.84)

As at 14/04/2025

Market capitalisation: GBP1,110m

View equity

Update

Metals & Mining

18.12.24

Pan African Resources — Honing FY25e forecasts

Update

Metals & Mining

14.11.24

Pan African Resources — Tennant Creek acquisition

Update

Metals & Mining

27.09.24

Pan African Resources — Analysing H224 and looking forward to FY25

Curated by Edison

www.woodmac.com

Copper’s critical role in achieving net zero

Metals & Mining

The road to zero carbon will see an extraordinary build-out of low-carbon electric vehicles (EVs) and renewable power-generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero-carbon economy.

Read article

Thematics

thematic

Metals & Mining

01.04.25

From gold to gold miners: Extracting higher returns in the current bull run

thematic

Metals & Mining

20.01.25

Why is gold hitting new highs?

thematic

Metals & Mining

27.09.23

Shades of the 1970s

thematic

Metals & Mining

28.03.23

Critical minerals: The investment vacuum

thematic

Metals & Mining

01.02.23

Lithium’s adolescence

thematic

Metals & Mining

08.11.22

Lepidico: Offer closes, oversubscribed

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

Equities

Equities by Sector

Sectors

Thematics

Latest

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The humanoid revolution walking your way: How robots are stepping out of science fiction

From gold to gold miners: Extracting higher returns in the current bull run

Audiovisual

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Murray International Trust in 60 seconds

Actinogen Medical – equity proposition

Uncovering Trusts – Patria Private Equity Trust (PPET) – A gateway to top European private equity managers

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Metals & Mining

Metals One

19.44%

Metals & Mining Insights

Shades of the 1970s

Critical minerals: The investment vacuum

From gold to gold miners: Extracting higher returns in the current bull run

Latest

Barton Gold — The Rubicon crossed – marching to production

Amaroq Minerals — Amaroq ‘n’ roll

Zanaga Iron Ore — Approaching stage two of project development

KEFI Gold and Copper — New beginnings

Your online digital footprint: Understanding what’s driving AI responses

Lepidico: A new valuation is revealed

Lepidico: Review of the year 2022

Lepidico: Developing a leading and unique position in lithium

Lepidico: Aiming at the sweet spot of supply

Five (more) things every investor should know about lithium and Lepidico

Equities

ADNOC Drilling (ADNOCDRILL)

AED4.93

Agnico Eagle Mines (AEM)

USD118.39

Agnico Eagle Mines — Record-breaking production

Agnico Eagle Mines — A year of optimisation ahead

Agnico Eagle Mines — A record-breaking year

See morecontent on

Alkane Resources (ALK)

AUD0.73

Alkane Resources — Ventis secundis

Alkane Resources — Seamlessly shifting to Roswell

Alkane Resources — Kaiser a winner

See morecontent on

Alphamin Resources (AFM)

CAD0.85

Alphamin Resources — From alpha to omega

Alphamin Resources — Still leading the pack

Alphamin Resources — Mpama South continues the charge

See morecontent on

Amaroq Minerals (AMRQ)

CAD1.44

Amaroq Minerals — Amaroq 'n' roll

See morecontent on

Arcadium Lithium (ALTM)

USD5.84

Arcadium Lithium — When one plus one equals three

Allkem — Moving up the value chain

See morecontent on

Avino Silver & Gold Mines (ASM)

CAD2.80

Barton Gold (BGD)

AUD0.44

Barton Gold — The Rubicon crossed - marching to production

Barton Gold — Special by name, special by nature

See morecontent on

Cadence Minerals (KDNC)

GBP0.02

Cadence Minerals — Amapá optimisation adds value

Cadence Minerals — Real progress, real value

Cadence Minerals — Sonora project update

See morecontent on

Canyon Resources (CAY)

AUD0.19

Canyon Resources — Strategic investment in Camrail

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