Materials U.K. Community

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 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

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 is a small metals explorer betting on big finds in uranium, nickel, gold and other “future-facing” materials, with a key uranium drilling partnership that could accelerate progress without heavy fundraising. The big upside case hinges on exploration success and spin-outs unlocking value, while the main danger is that drilling disappoints and the company has to raise more money by issuing shares.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

At current basket prices, using previously communicated basket prices, Rainbow stands to generate approx. £140M EBIT per annum on the Phallaborwa project alone.Read more