Materials U.K. Community

Rainbow’s Phalaborwa project could turn into a steady cash machine once it reaches production, but it may take years and outside funding to get there. The big questions are how much share dilution investors face, whether product prices recover, and whether clearer customer deals and a possible US listing change the story.Read more

A little-known platinum producer in South Africa is throwing off cash and paying a big dividend, yet the market still treats it like it’s in trouble. See what’s driving the strong results, what could unlock a re-rating, and the key risks—from metal price swings to project ramp-up and local operating challenges.Read more

GGP is sitting on about 25mln OZ in gold total. Roughly 100,000,000,000 USD at a 1k discount on gold for mining costs e.g gold is 5k Oz, calc is 4K x 25mln Oz. This company should be valued higher, and once haviron is fully started mining will tick up to triple or more price from nowRead more

Central Asia Metals looks like a steady metals producer that could change shape if it lands a new growth project and rides a stronger market for copper, lead and zinc. The big question is whether it can replace and grow what it mines today while managing surprises at its key mine and keeping new development on track.Read more

Serabi Gold plans to grow from a small gold producer into a much larger one within the next few years, and the case hinges on delivering that production ramp while gold prices stay strong. See how lower unit costs, rising cash generation, and a peer-based market comparison could change how investors view the business—and what assumptions have to hold for it to work.Read more

This tiny gold miner is already pulling gold out of the ground, but it’s carrying heavy debt and is still not meeting the production level it first promised. The next big question is whether its main lender gives it breathing room or forces a raise that could dilute shareholders.Read more

Tungsten West is trying to bring a large UK tungsten and tin mine back into production, with a key operating permit now in hand and a clear path toward a restart. If financing and updated plans come together, Hemerdon could turn the UK into a meaningful supplier of a strategic metal—but execution and timelines still matter.Read more

A family-controlled South American miner is betting big on new projects that could meaningfully lift its gold and silver output over the next few years. The upside looks tied to smooth project rollouts and friendlier politics, but debt and permitting delays could derail the story.Read more

To calculate the potential stock price of Fresnillo if silver reaches $100 per oz, we can follow these steps: ### Assumptions and Inputs 1. Annual Silver Production: 55 million oz (projected for 2025).Read more