Metals & mining equity investment research

Metals & Mining Insights

Market cap

Date (published)

Metals & Mining

28.03.23

Critical minerals: The investment vacuum

Metals & Mining

01.02.23

Lepidico: A new valuation is revealed

Latest

Metals & Mining

24.05.23

Pan American Silver — Bigger scale, stronger profitability

Metals & Mining

17.05.23

Endeavour Mining — A strong year ahead

Metals & Mining

09.05.23

Wheaton Precious Metals — Q123 in line; looking to H2

Metals & Mining

04.05.23

Sylvania Platinum — Lower PGM prices affecting results and forecasts

Metals & Mining

05.01.23

Lepidico: Review of the year 2022

Metals & Mining

19.08.22

Lepidico: Developing a leading and unique position in lithium

Metals & Mining

21.06.22

Lepidico: Aiming at the sweet spot of supply

Metals & Mining

27.04.22

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

Metals & Mining

14.12.21

Scrap – the greener side of steel

Metals & Mining

29.10.21

Demand for Teslas point to lithium deficit

Analyst of the week

Elaine Reynolds

Analyst, Energy & Resources

ereynolds@edisongroup.com 020 3077 5713

Read latest

Equities

Region

Market cap

Agnico Eagle Mines (AEM)

Latest price

USD52.02

▾ −1.40 (−2.62)

As at 26/05/2023

Market capitalisation: USD25,152m

View equity

Metals & Mining

02.05.23

Agnico Eagle Mines — A year of optimisation ahead

Metals & Mining

21.02.23

Agnico Eagle Mines — A record-breaking year

Metals & Mining

01.11.22

Agnico Eagle Mines — Moving forward during difficult times

Alkane Resources (ALK)

Latest price

AUD0.78

▾ 0.01 (1.30)

As at 26/05/2023

Market capitalisation: AUD452m

View equity

Metals & Mining

21.04.23

Alkane Resources — Guidance increased again

Metals & Mining

11.04.23

Alkane Resources — A self-sufficient outlook

Metals & Mining

28.02.23

Alkane Resources — Continuing to turn hope into reality

Alphamin Resources (AFM)

Latest price

CAD0.80

▾ −0.02 (−2.44)

As at 26/05/2023

Market capitalisation: CAD1,121m

View equity

Metals & Mining

13.04.22

Alphamin Resources — Mpama South continues the charge

Metals & Mining

08.12.21

Alphamin Resources — Presenting the bull case

Metals & Mining

06.12.21

Alphamin Resources — Underlying results exceed prior forecasts

Auriant Mining (AUR)

Latest price

SEK1.50

▾ 0.02 (1.35)

As at 26/05/2023

Market capitalisation: SEK154m

View equity

Metals & Mining

16.12.21

Auriant Mining — More than meets the eye

Metals & Mining

14.09.21

Auriant Mining — Sales policy disguises extent of improvements

Metals & Mining

11.06.21

Auriant Mining — Fifth successive quarter of success

Cadence Minerals (KDNC)

Latest price

GBP0.10

▾ 0.70 (7.49)

As at 26/05/2023

Market capitalisation: GBP17m

View equity

Metals & Mining

18.02.22

Cadence Minerals — Moving ahead with Amapa

Metals & Mining

10.05.17

Cadence Minerals — Steadily cantering through

Metals & Mining

15.01.16

Rare Earth Minerals — Update 14 January 2016

DFR Gold (DFR)

Latest price

CAD0.10

▾ 0.03 (42.86)

As at 26/05/2023

Market capitalisation: CAD15m

View equity

Endeavour Mining (EDV)

Latest price

GBP19.66

▾ −26.00 (−1.31)

As at 26/05/2023

Market capitalisation: GBP4,865m

View equity

Metals & Mining

17.05.23

Endeavour Mining — A strong year ahead

Metals & Mining

18.04.23

Endeavour Mining — Rising gold prices begin to feed through

Metals & Mining

17.03.23

Endeavour Mining — Pursuing growth opportunities in 2023

KEFI Gold and Copper (KEFI)

Latest price

GBP0.01

▾ 0.02 (2.30)

As at 26/05/2023

Market capitalisation: GBP33m

View equity

Metals & Mining

17.04.23

KEFI Gold and Copper — New timings

Metals & Mining

10.01.23

KEFI Gold and Copper — New exploration and increased resources

Metals & Mining

07.12.22

KEFI Gold and Copper — Counting down to production

Lepidico (LPD)

Latest price

AUD0.01

— 0.00 (0.00)

As at 26/05/2023

Market capitalisation: AUD99m

View equity

Metals & Mining

14.02.23

Lepidico — Everything moving all at once

Metals & Mining

06.10.22

Lepidico — Quantifying exploration’s dividends

Metals & Mining

26.09.22

Lepidico — Materially extended Phase 1 opportunity

Lithium Power International (LPI)

Latest price

AUD0.32

▾ −0.01 (−1.54)

As at 26/05/2023

Market capitalisation: AUD201m

View equity

Metals & Mining

08.02.23

Lithium Power International — Lithium price upgrade calls for higher valuation

Metals & Mining

21.11.22

Lithium Power International — Carbonate purity above industry standards

31.10.22

Lithium Power International — Shareholders approve ownership consolidation

Pan African Resources (PAF)

Latest price

GBP0.17

▾ −0.16 (−0.94)

As at 26/05/2023

Market capitalisation: GBP375m

View equity

Metals & Mining

17.03.23

Pan African Resources — Innovative funding avoids dilution

Metals & Mining

16.02.23

Pan African Resources — Forecast upgrade

14.11.22

Pan African Resources — Setting the scene for FY23 and beyond

Pan American Silver (PAAS)

Latest price

USD14.98

▾ −0.35 (−2.28)

As at 26/05/2023

Market capitalisation: USD5,459m

View equity

Metals & Mining

24.05.23

Pan American Silver — Bigger scale, stronger profitability

Metals & Mining

27.03.23

Pan American Silver — Yamana transaction fully approved

Metals & Mining

01.03.23

Pan American Silver — FY22 results beat consensus expectations

Silver Spruce Resources (SSE)

Latest price

CAD0.02

▾ −0.01 (−33.33)

As at 26/05/2023

Market capitalisation: CAD4m

View equity

Metals & Mining

25.10.21

Silver Spruce Resources — Big ambitions

Metals & Mining

18.02.21

Silver Spruce Resources — Multi-asset, multi-commodity exploration

Sylvania Platinum (SLP)

Latest price

GBP0.83

▾ 1.00 (1.22)

As at 26/05/2023

Market capitalisation: GBP221m

View equity

Metals & Mining

04.05.23

Sylvania Platinum — Lower PGM prices affecting results and forecasts

Metals & Mining

14.02.23

Sylvania Platinum — Well set for robust long-term PGM prices

Metals & Mining

08.11.22

Sylvania Platinum — Massive rhodium gearing to exploration assets

The Metals Company (TMC)

Latest price

USD0.72

— 0.00 (−0.14)

As at 26/05/2023

Market capitalisation: USD201m

View equity

Industrials

16.05.23

AVAX — Building on strong foundations

Metals & Mining

29.03.23

The Metals Company — All set for a pivotal year

12.10.22

The Metals Company — Positive on-site field trials of mining equipment

Wheaton Precious Metals (WPM)

Latest price

CAD60.36

▾ −0.75 (−1.23)

As at 26/05/2023

Market capitalisation: CAD27,333m

View equity

Metals & Mining

09.05.23

Wheaton Precious Metals — Q123 in line; looking to H2

Metals & Mining

20.04.23

Wheaton Precious Metals — Refining forecasts

Metals & Mining

14.03.23

Wheaton Precious Metals — Setting the scene for FY24 and beyond

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

Metals & Mining

28.03.23

Critical minerals: The investment vacuum

Metals & Mining

01.02.23

Lithium’s adolescence

Metals & Mining

08.11.22

Lepidico: Offer closes, oversubscribed

Consumer

05.10.22

IPO apocalypse

TMT

10.08.22

ESG, moving beyond the box tick

Metals & Mining

27.04.22

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

Metals & Mining

21.03.22

Decarbonisation – A potential opportunity for aluminium producers

Metals & Mining

13.12.21

The PGM markets – Outlook and price forecasts

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Equity strategy and market outlook – May 2023

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Equity strategy and market outlook – March 2023

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IFRS 17: Impact on life assurance companies

MediaWatch – April 2023

ConsumerWatch – April 2023

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Metals & Mining

DFR Gold

42.86%

Metals & Mining Insights

Critical minerals: The investment vacuum

Lithium’s adolescence

Lepidico: A new valuation is revealed

Latest

Pan American Silver — Bigger scale, stronger profitability

Endeavour Mining — A strong year ahead

Wheaton Precious Metals — Q123 in line; looking to H2

Sylvania Platinum — Lower PGM prices affecting results and forecasts

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

Scrap – the greener side of steel

Demand for Teslas point to lithium deficit

Analyst of the week

Equities

Agnico Eagle Mines (AEM)

USD52.02

Agnico Eagle Mines — A year of optimisation ahead

Agnico Eagle Mines — A record-breaking year

Agnico Eagle Mines — Moving forward during difficult times

See morecontent on

Alkane Resources (ALK)

AUD0.78

Alkane Resources — Guidance increased again

Alkane Resources — A self-sufficient outlook

Alkane Resources — Continuing to turn hope into reality

See morecontent on

Alphamin Resources (AFM)

CAD0.80

Alphamin Resources — Mpama South continues the charge

Alphamin Resources — Presenting the bull case

Alphamin Resources — Underlying results exceed prior forecasts

See morecontent on

Auriant Mining (AUR)

SEK1.50

Auriant Mining — More than meets the eye

Auriant Mining — Sales policy disguises extent of improvements

Auriant Mining — Fifth successive quarter of success

See morecontent on

Cadence Minerals (KDNC)

GBP0.10

Cadence Minerals — Moving ahead with Amapa

Cadence Minerals — Steadily cantering through

Rare Earth Minerals — Update 14 January 2016

See morecontent on

DFR Gold (DFR)

CAD0.10

Endeavour Mining (EDV)

GBP19.66

Endeavour Mining — A strong year ahead

Endeavour Mining — Rising gold prices begin to feed through

Endeavour Mining — Pursuing growth opportunities in 2023

See morecontent on

KEFI Gold and Copper (KEFI)

GBP0.01

KEFI Gold and Copper — New timings

KEFI Gold and Copper — New exploration and increased resources

KEFI Gold and Copper — Counting down to production

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