Metals & Mining

Best Performing Equity Today

KEFI Gold and Copper

20.00%

Metals & Mining Insights

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Metals & Mining

Lithium’s adolescence

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Metals & Mining

Critical minerals: The investment vacuum

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Metals & Mining | Flash note

Pan American Silver — Investor day takeaways

Metals & Mining | Update

NioCorp Developments — Opportunities and optimisations

Metals & Mining | Update

Pan African Resources — An accounting storm in a legal teacup

Metals & Mining | Update

Pan African Resources — Upgraded FY24 production guidance

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Metals & Mining

Lepidico: A new valuation is revealed

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Metals & Mining

Lepidico: Review of the year 2022

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Metals & Mining

Lepidico: Developing a leading and unique position in lithium

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Metals & Mining

Lepidico: Aiming at the sweet spot of supply

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Metals & Mining

Scrap – the greener side of steel

Equities

Agnico Eagle Mines (AEM)

Latest price

USD65.04

−0.36 (−0.55)
As at 02/07/2024
Market capitalisation
USD32,606m
View equity
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Metals & Mining

Agnico Eagle Mines — Record-breaking production

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Metals & Mining

Agnico Eagle Mines — A year of optimisation ahead

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Metals & Mining

Agnico Eagle Mines — A record-breaking year

Alkane Resources (ALK)

Latest price

AUD0.49

−0.02 (−3.00)
As at 02/07/2024
Market capitalisation
AUD311m
View equity

Update

Metals & Mining

Alkane Resources — Kaiser takes on the World

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Update

Metals & Mining

Alkane Resources — Boda continuing to add value

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Update

Metals & Mining

Alkane Resources — The Bodas continue to grow

Alphamin Resources (AFM)

Latest price

CAD1.06

0.00 (0.00)
As at 02/07/2024
Market capitalisation
CAD1,360m
View equity

Initiation

Metals & Mining

Alphamin Resources — Still leading the pack

Update

Metals & Mining

Alphamin Resources — Mpama South continues the charge

Update

Metals & Mining

Alphamin Resources — Presenting the bull case

Arcadium Lithium (ALTM)

Latest price

USD3.26

−0.10 (−2.98)
As at 02/07/2024
Market capitalisation
USD3,850m
View equity

Update

Metals & Mining

Arcadium Lithium — When one plus one equals three

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Metals & Mining

Allkem — Moving up the value chain

Barton Gold (BGD)

Latest price

AUD0.28

0.02 (5.66)
As at 02/07/2024
Market capitalisation
AUD61m

Cadence Minerals (KDNC)

Latest price

GBP0.03

0.00 (0.00)
As at 02/07/2024
Market capitalisation
GBP6m
View equity

Update

Metals & Mining

Cadence Minerals — Amapá optimisation adds value

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Update

Metals & Mining

Cadence Minerals — Real progress, real value

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Flash note

Metals & Mining

Cadence Minerals — Sonora project update

Cobra Resources (COBR)

Latest price

GBP0.01

−0.03 (−2.54)
As at 02/07/2024
Market capitalisation
GBP9m
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KEFI Gold and Copper (KEFI)

Latest price

GBP0.01

0.11 (20.00)
As at 02/07/2024
Market capitalisation
GBP39m
View equity

Lepidico (LPD)

Latest price

AUD0.00

0.00 (−33.33)
As at 02/07/2024
Market capitalisation
AUD18m
View equity
Lepidico_resized

Update

Metals & Mining

Lepidico — Development plan evolves

Update

Metals & Mining

Lepidico — Everything moving all at once

Update

Metals & Mining

Lepidico — Quantifying exploration’s dividends

NioCorp Developments (NB)

Latest price

USD1.64

−0.09 (−5.20)
As at 02/07/2024
Market capitalisation
USD62m
View equity

Pan African Resources (PAF)

Latest price

GBP0.27

1.05 (4.03)
As at 02/07/2024
Market capitalisation
GBP586m
View equity

Pan American Silver (PAAS)

Latest price

USD19.61

−0.27 (−1.36)
As at 02/07/2024
Market capitalisation
USD7,337m
View equity

Flash note

Metals & Mining

Pan American Silver — Investor day takeaways

Update

Metals & Mining

Pan American Silver — A taste of things to come

Flash note

Metals & Mining

Pan American Silver — La Arena divestment

Sylvania Platinum (SLP)

Latest price

GBP0.59

0.80 (1.38)
As at 02/07/2024
Market capitalisation
GBP157m
View equity

The Metals Company (TMC)

Latest price

USD1.33

−0.02 (−1.48)
As at 02/07/2024
Market capitalisation
USD449m
View equity

Update

Industrials

AVAX — Strong pipeline reaffirmed

Flash note

Industrials

AVAX — Exceeding expectations

Update

Metals & Mining

The Metals Company — Growing up

Wheaton Precious Metals (WPM)

Latest price

CAD71.73

0.00 (0.00)
As at 02/07/2024
Market capitalisation
CAD32,825m
View equity

Curated by Edison

Copper’s critical role in achieving net zero - Thumbnail image

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.

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Thematics

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Metals & Mining

Shades of the 1970s

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Metals & Mining

Critical minerals: The investment vacuum

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Metals & Mining

Lithium’s adolescence

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Metals & Mining

Lepidico: Offer closes, oversubscribed

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Consumer

IPO apocalypse

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TMT

ESG, moving beyond the box tick

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