Materials U.K. Community
Our community narratives are driven by numbers and valuation.
Materials U.K. Investing Ideas
Greatland Resources is poised for a 35.2% profit margin surge
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
Serabi Gold aims for a 46% revenue boost at $3,500 per ounce by 2028
Su consulta se centra en proyecciones financieras clave para Serabi Gold plc (SRB) hasta el año 2027/2028, basándose en el escenario de precio del oro previamente explorado de $3,500 por onza. Para responder a estas preguntas, utilizaremos la estrategia de crecimiento y los datos de costos operativos históricos proporcionados por los informes, asumiendo un precio constante del oro de $3,500/onza y un Costo Total de Mantenimiento (AISC) proyectado de $1,700/onza.Read more
Risky Gold Miner recovery Play
GRL – Risk and Performance Overview (Personal Portfolio Notes) GRL currently carries a significant number of risks, which I’ve outlined below. If not for the supportive environment of a bull market in gold, it's likely the company would have faced insolvency in 2024.Read more
A Case for Central Asia Metals to reach £15 by 2031 in a commodities bull market.
Central Asia Metals plc (AIM: CAML) is a London-listed base metals producer focused on low-cost copper, lead, and zinc output from two core assets: the Kounrad in-situ dump leach SX-EW copper operation in Kazakhstan (100% owned, in production since 2012) and the Sasa underground lead-zinc-silver mine in North Macedonia (100% owned, acquired 2017). In 2025, it completed the acquisition of New World Resources and its high-grade Antler copper project in Arizona, USA — a transformative catalyst that materially expands its copper exposure in a US critical minerals jurisdiction.Read more
Power Metal Resources and scenarios from 2025-2030
Analysis of Power Metal Resources Company Overview Power Metal Resources plc is a metals exploration company listed on the London Stock Exchange (AIM: POW). It focuses on identifying and developing large-scale mineral discoveries across a diversified portfolio of precious, base, and strategic metals, including uranium, gold, nickel, copper, and rare earth elements.Read more
Potential Global Market Player
Background: Tungsten West Plc is a United Kingdom-based mining company focused on restarting production at the Hemerdon tungsten and tin mine (Hemerdon) in Devon, United Kingdom. Located seven miles north-east (NE) of Plymouth, near the village of Plympton, in Devon, England, the mine has been categorized as a world class deposit due to it’s scale within a global context.Read more
Silver Play by A Family with 10x Potential
Hochschild Mining – Overview Location : South America Production (2025) : Gold: 250,000 oz Silver: 8 million oz (excluding Pallancata C&M) AISC (Break-even) : Gold: ~$1,850/oz Silver: ~$24/oz Cash Flow Margin at $4,000 gold / $100 silver : Strong Debt : $350M $100M due in 2024 $89M cash on hand $200M additional credit available New & Future Projects Mara Rosa (Brazil) : 80,000 oz/year (low cost) Started in 2024 Royropata (Peru) : 100,000 oz AUEQ (3M oz silver/year) Starts in 2028 Monte Do Carmo (Brazil) : 90,000 oz gold Permitting stage – expected 2028 Volcan (Chile) : 9 million oz gold (.7 gpt) Potential 330K oz/year AISC: ~$1,000 Capex: $900M Production could begin 2028–2030 Not included in cash flow estimate (optional upside or sale) Ownership 50% owned by one family Dividends are a priority Unlikely to sell – growth focus Valuation at $4,000 Gold / $100 Silver Assume production from 2028 with 400K oz gold & 10M oz silver: Gold FCF : 400,000 oz × ($4,000 – $1,850) = $860M Silver FCF : 10,000,000 oz × ($100 – $24) = $760M Total Annual FCF ≈ $1.62B Valuation at 10x FCF = $16.2B Conclusion If Hochschild Mining executes on new projects and gold reaches $4,000/oz, silver hits $100/oz, the company could be worth over $16 billion. However, high debt, permitting risks, and political red flags (Argentina, Peru, Chile) may keep valuation multiples conservative.Read more
If silver reaches $100 per oz
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
