2024-08-13 Gold Fields to acquire Osisko Mining
Analyst Articles

Gold Fields to Acquire Osisko in $2.16B Deal Valued at US$200/oz of Gold Resource

Gold Fields (JSE: GFI) has announced an agreement to acquire Osisko Mining (TSX: OSK) in an all-cash transaction valued at $2.16 billion. The acquisition, which includes the Windfall Project in Quebec, enhances Gold Fields’ portfolio by adding a high-grade gold development asset in a stable region. Osisko shareholders will receive $4.90 per share, representing a 55% premium to the 20-day VWAP as of August 9, 2024. The transaction is expected to close in Q4/2024, subject to regulatory and shareholder approvals. [more]

BHP and Lundin to acquire Filo
Analyst Articles

Lundin Mining and BHP Partner to Acquire Filo in $4.1 Billion Deal

Lundin Mining (TSX: LUN | NASDAQ: LUMI) and BHP Group (ASX: BHP) have announced a $4.1 billion acquisition of Filo Corp (TSX: FIL). On a copper equivalency basis, the deal values the Filo del Sol project at US$0.33 per pound. The deal forms a joint venture focused on the Filo del Sol project in Chile and the Josemaria project in Argentina, aiming to develop these major copper sites. This partnership strategically positions both companies to address the increasing global demand for copper, driven by the transition to renewable energy. The transaction is expected to close in Q1/2025, pending regulatory approvals and other conditions. [more]

Analyst Articles

Revival Gold to Acquire Ensign Minerals for $21.9M, Aiming to Become One of the Largest Gold Development Companies in the US

Revival Gold Inc. (TSXV: RVG, OTCQX: RVLGF) has entered an agreement to acquire Ensign Minerals Inc., enhancing its asset base with the addition of the Mercur Gold Project in Utah. This strategic acquisition, valued at C$21.9 million, is set to increase Revival Gold’s production capabilities to approximately 150,000 ounces of gold annually, propelling it towards becoming a mid-tier heap leach gold producer in the US. The transaction includes a concurrent financing of C$7 million to support ongoing development and exploration efforts, emphasizing Revival Gold’s commitment to growth and operational efficiency. [more]

2024-03-03 PDAC 2024 - Rick Rule - Investing Perspectives - PDAC 2024
Analyst Articles

Investing Perspectives from Rick Rule at PDAC 2024

At the PDAC 2024 conference, Rick Rule shared insights into the resource sector’s investment landscape. Highlighting the underpricing in commodity markets due to geopolitical tensions and investor pessimism, Rule outlined strategic investment recommendations across the oil & gas, uranium, and gold sectors. Emphasizing the importance of quality, liquidity, and experienced management, Rule’s presentation offered a guide for investors aiming to navigate the volatile commodity markets. His bullish outlook, backed by a strategic approach to undervalued sectors, provides a blueprint for capitalizing on current market opportunities. [more]

Insights from the CEO Panel on Critical Metals at PDAC 2024
Analyst Articles

Insights from the CEO Panel on Critical Metals at PDAC 2024

The CEO panel on Critical Metals at PDAC 2024, featured industry leaders from Teck, Albemarle, Vale, and BHP, and delved into the future of commodities amidst volatile markets. Discussions highlighted sustainability as a strategic advantage, the balance between growth and environmental stewardship, community engagement, and the role of technology in accelerating mineral discovery. The panel underscored the importance of secure, ethically sourced supply chains and collaborative efforts to overcome regulatory challenges. These insights emphasize the industry’s commitment to sustainable practices and innovation, ensuring a resilient supply of critical metals for the energy transition. [more]

PDAC 2024 - Earning the Attention of Millennial Investors
Analyst Articles

“Earning the Attention of Millennial Investors” Panel Discussion at PDAC 2024

At PDAC 2024, industry leaders discussed the need to attract younger generations of investors to the mining sector. Highlighting the importance of digital platforms, understanding investor interests, and the necessity for educational reform, the panel offered insights into bridging the generational gap. With a focus on innovation, effective communication, and environmental concerns, the discussion provided a roadmap for engaging Millennials and Gen Z investors, emphasizing the sector’s foundational role in the global economy and its potential for growth. [more]

BC - Quesnel Trough - Copper
Analyst Articles

NEW INDUSTRY REPORT – Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream

We have written an 18-page Industry Report on “Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream – A Focus on the Copper Projects in the Quesnel Trough”. The report highlights the critical role of copper in advancing a de-carbonized economy and its pivotal role across various industries, including electronics, construction, and renewable energy. Highlighting the dynamics of global copper supply and demand, it explores the challenges and opportunities within the market, driven by technological advancements and the green energy transition. The report features a detailed analysis of British Columbia’s Quesnel Terrane, a major copper-producing region, and summaries of mining & exploration companies in that region. The report also offers a forward-looking perspective on copper’s contribution to the global economy and sustainable practices shaping its future. [more]

2024-02-14 PDAC - Mining in Canada North
Analyst Articles

Exploring Canada’s North: Mining Companies to Watch at PDAC

Discover the untapped potential of Canada’s North at the PDAC 2024 conference, where mining companies showcase their contributions to the global economy and green energy transition. This region, rich in critical minerals like cobalt, lithium, and gold, faces unique challenges, from environmental impacts to logistical hurdles. PDAC highlights the importance of sustainable development, Indigenous partnerships, and innovative solutions to these challenges. Join industry leaders, government officials, and Indigenous communities in discussions that shape the future of mining in the Arctic, ensuring responsible resource development and environmental stewardship. We highlight 11 companies currently operating or exploration in Canada’s North that you can meet this year at PDAC 2024. [more]

PDAC 2024 - Keynote Speakers
Analyst Articles

Navigating the Keynote Speakers at PDAC 2024

The PDAC 2024 Convention in Toronto showcases a lineup of keynote speakers, each offering unique insights into the mineral exploration and mining industries. Jakob Stausholm of Rio Tinto will discuss the pivotal role of metals in the renewable energy transition. Michael Stanley from The World Bank will explore the potential of the Global South in reshaping mineral supply chains. Denise Johnson of Caterpillar will address the transformative impact of technology on mining. Lastly, Wojtek Wodzicki from Lundin Group‘s Vicuña Exploration Team will share their ground-breaking discovery story. These sessions promise to enlighten and inspire, highlighting innovative approaches and challenges in the industry. [more]