CQS Natural Resources Growth and Income plc has released the Fund Fact Sheet for June. Fund managers Ian Francis, Robert Crayfourd, and Keith Watson comment on the recent trends across the #mining and #energy sectors. Highlights: 📈 Gold remained steady during June, with prices around the $2,400 mark. This pricing will reflect in precious metals miners when they report earnings for Q2; the current dynamic of the all time highs in the gold price, and all time lows of price to NAV multiples presents a strong risk/ reward profile and an attractive investment opportunity. Precious metals are the largest holding within the portfolio. 📈 Oil prices were stronger and the fund managers remain positive on the long term supply fundamentals. Additions to the portfolio: Solaris Resources Inc. Robex Gold Read the full fact sheet here:
CQS Natural Resources Growth and Income plc’s Post
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📢 Speaker Announcement: Welcome Benjamin Clifford, Managing Director, Argonaut as one of our speakers at the upcoming MiningNews Select Sydney event (18-19 March 2024). Find out more about what's on and Register now: https://lnkd.in/gyCaJJ3i Speaking at our one of our panel discussions: #Gold in times of uncertainty - #investment strategies for volatile markets. Learn and discover: ✔ Portfolio allocation: Determining the right percentage of gold for #institutional investors. ✔ Gold's role as a short-term opportunity or #portfolio insurance. ✔ Comparative appeal of gold among precious #metals for institutional investors. ✔ Key considerations for institutional investors when allocating to gold during uncertain times. Join us at an event where resource #investors can connect directly with #mining companies and explore their #projects for potential #investment. Discover exciting opportunities, engage in one-on-one discussions and gain valuable insights into the mining investment landscape. #MNSSydney #Mininginvestment #Aspermont #MiningNews
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Lowell Resources Fund Management October monthly report for the Lowell Resources Fund has hit the street. With a successful capital raise under the belt, the fund will be moving ahead with investments in the high-growth, high-risk end of the #mining market. The fund's Net Asset Value is A$56.2 million with more than 50% exposure to precious metals and #PGMs. Top performing investment for October was Asian Battery Metals PLC (Market Cap $48m AZ9.ASX) where the share price rose 179% over the month of October. The company announced a drill intersection of 8.8m @ 6.1% Cu, 3.2% Ni, 1.6g/t Pt+Pd+Au, and 0.1% Co (CuEq 12.6%) from 107.2m at its 100% Oval Cu-Ni-PGE prospect, located in the Gobi-Altai region of #Mongolia. The intersection is located within a strike length of 800m+, which is open in most directions. A podium finish for African Gold Ltd (A1G.ASX) which delivered a 90% gain in October after reporting high-grade #gold results at its Didievi project at Cote d'Ivoire. Read John Forwood's monthly report below.
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Luke Norman, Chairman and Co-Founder of U.S. Gold Corp., recently spoke with Steve Darling from Proactive to discuss the company's latest activities and notable progress. During Frontier Days, a prominent community rodeo event near the company's project site, Norman engaged with local officials, including the governor and mayor, to bolster community outreach and support. A significant milestone has been achieved by U.S. Gold Corp. as the company secured its mining permit, paving the way for the next stages of their project. This includes the crucial task of updating their pre-feasibility study, a key upcoming announcement that investors and stakeholders are eagerly anticipating. The interview highlighted the positive impact of rising gold and copper prices, which have been favorable for the company's financial outlook. However, Norman pointed out that this advantageous shift has not yet been fully mirrored in the equity markets. He also reflected on the relatively rapid permitting process in Wyoming compared to federal lands in the U.S. and Canada, emphasizing the efficient cooperation with state and city officials. This stands in contrast to his experiences in Nevada, where obtaining even minor permits can be a prolonged ordeal. The discussion concluded with Norman expressing his congratulations on the company's achievements thus far and his optimism for future developments and updates. https://lnkd.in/gm6ZCNaU #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper USGoldCorp, #Mining, #LukeNorman, #MiningPermit, #GoldMining, #CopperPrices, #PreFeasibilityStudy, #CommunityOutreach, #FrontierDays, #WyomingMining, #MiningProgress, #GoldPrices, #CopperMining, #MiningMilestones, #StateCooperation, #MiningIndustry, #ProjectUpdate, #EquityMarkets, #MiningInvestors, #PermitToMine, #MiningAchievements #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
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Luke Norman, Chairman and Co-Founder of U.S. Gold Corp., recently spoke with Steve Darling from Proactive to discuss the company's latest activities and notable progress. During Frontier Days, a prominent community rodeo event near the company's project site, Norman engaged with local officials, including the governor and mayor, to bolster community outreach and support. A significant milestone has been achieved by U.S. Gold Corp. as the company secured its mining permit, paving the way for the next stages of their project. This includes the crucial task of updating their pre-feasibility study, a key upcoming announcement that investors and stakeholders are eagerly anticipating. The interview highlighted the positive impact of rising gold and copper prices, which have been favorable for the company's financial outlook. However, Norman pointed out that this advantageous shift has not yet been fully mirrored in the equity markets. He also reflected on the relatively rapid permitting process in Wyoming compared to federal lands in the U.S. and Canada, emphasizing the efficient cooperation with state and city officials. This stands in contrast to his experiences in Nevada, where obtaining even minor permits can be a prolonged ordeal. The discussion concluded with Norman expressing his congratulations on the company's achievements thus far and his optimism for future developments and updates. https://lnkd.in/gm6ZCNaU #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper USGoldCorp, #Mining, #LukeNorman, #MiningPermit, #GoldMining, #CopperPrices, #PreFeasibilityStudy, #CommunityOutreach, #FrontierDays, #WyomingMining, #MiningProgress, #GoldPrices, #CopperMining, #MiningMilestones, #StateCooperation, #MiningIndustry, #ProjectUpdate, #EquityMarkets, #MiningInvestors, #PermitToMine, #MiningAchievements #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
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Luke Norman, Chairman and Co-Founder of U.S. Gold Corp., recently spoke with Steve Darling from Proactive to discuss the company's latest activities and notable progress. During Frontier Days, a prominent community rodeo event near the company's project site, Norman engaged with local officials, including the governor and mayor, to bolster community outreach and support. A significant milestone has been achieved by U.S. Gold Corp. as the company secured its mining permit, paving the way for the next stages of their project. This includes the crucial task of updating their pre-feasibility study, a key upcoming announcement that investors and stakeholders are eagerly anticipating. The interview highlighted the positive impact of rising gold and copper prices, which have been favorable for the company's financial outlook. However, Norman pointed out that this advantageous shift has not yet been fully mirrored in the equity markets. He also reflected on the relatively rapid permitting process in Wyoming compared to federal lands in the U.S. and Canada, emphasizing the efficient cooperation with state and city officials. This stands in contrast to his experiences in Nevada, where obtaining even minor permits can be a prolonged ordeal. The discussion concluded with Norman expressing his congratulations on the company's achievements thus far and his optimism for future developments and updates. https://lnkd.in/gNQjN9Jy #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper USGoldCorp, #Mining, #LukeNorman, #MiningPermit, #GoldMining, #CopperPrices, #PreFeasibilityStudy, #CommunityOutreach, #FrontierDays, #WyomingMining, #MiningProgress, #GoldPrices, #CopperMining, #MiningMilestones, #StateCooperation, #MiningIndustry, #ProjectUpdate, #EquityMarkets, #MiningInvestors, #PermitToMine, #MiningAchievements #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
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Mining Journal Select London 2024 is LIVE! Find out more and register for your #investor pass today: https://lnkd.in/esMvxfdt Our panel session, Investor perspectives – key metrics and risks in critical mineral projects has started. Find out: - The evolving role of sustainability and responsible #mining practices in investment decisions for #institutional fund managers of different sizes. - The impact of market trends and global economic factors on mining investments. - How can mining companies effectively address the varying expectations of institutional #investors as key metrics and risks? Speakers include: William Husband, Managing Director, Global Head of Metals and Mining, Corporate Banking, Citi, Paul Renken, Investor/Analyst, VSA Capital Ltd, David Halkyard, Partner, Head of Credit Funds, Resource Capital Funds, Ashley Hamilton Claxton, Head of Responsible Investment, Royal London Asset Management and Sam Williams, Editor, Mining Journal Intelligence EXCEPTIONAL #INVESTMENT OPPORTUNITIES SELECTED BY MINING JOURNAL #MJSLondon #Aspermont #miningevent
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Did you know? Fundamental Research Corp. (#FRC) provides #analyst coverage of Loncor Gold! In FRC’s latest report, they describe Loncor as “A Compelling M&A Target Near Africa’s Largest Gold Mine. We believe LN is an excellent #acquisition target due to its attractive #valuation metrics, high-grade #resources, robust #PEA, and potential for #resource expansion.” To view the full research report and FRC’s rating, subscribe here: https://loom.ly/7wgwlqs TSX: LN | OTCQX: LONCF | FSE: LO5 #GoldInvesting #Gold #InvestmentOpportunities #MarketInsights #GoldStocks #Invest #Investing #Mining #GoldExplorer $LN.TO
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Northern Star Resources Limited (ASX:NST), a prominent player in the Australian gold mining industry, has seen its stock decline by 13% over the past three months. Despite this dip, the company’s financial health appears robust, raising questions about whether the market is undervaluing it. This analysis will delve into the company’s financial metrics, particularly its return on equity (ROE), to shed light on its value. Link: https://lnkd.in/gczKPmis #northernstarresources #northernstarresourcesasx #northernstarresourcesasxshareprice #asxnorthernstarresources
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U.S. Gold Corp. CEO Geroge Bee joined Steve Darling from Proactive to provide an exciting update on the company’s CK Gold Project in Wyoming during an interview with Proactive. Bee revealed that the company has now obtained two critical permits: an industrial siting permit and a mine operating permit. With additional approvals, such as the water discharge permit, bonding approval, and air quality permit, expected soon, the project is considered ‘shovel-ready’. Bee also touched on ongoing evaluations of the pre-feasibility study, discussing potential approaches to processing. The company is assessing whether to employ conventional flotation technology or opt for Glencore's Jameson cells, a decision crucial to optimizing operations. With gold and copper prices remaining strong, Bee expressed optimism about the project's timing. He highlighted the project's competitive all-in sustaining costs and the mining-friendly regulatory environment in Wyoming, which contrasts with challenges faced by many operators elsewhere. The CK Gold Project stands out due to its readiness for development, positioning U.S. Gold Corp. to capitalize on market conditions, making it an attractive proposition for investors amid a landscape with fewer shovel-ready projects. https://lnkd.in/eP55kCGG #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper #USGoldCorp #Mining #CKGoldProject #MiningNews #GoldInvesting #CopperMarket #WyomingMining #GoldPermits #FeasibilityStudy #ShovelReady #ProactiveInterviews #MiningFriendly #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #MiningDiscovery
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The mid-tier and junior gold miners in this sector’s sweet spot for upside potential are finishing reporting their latest quarterly results. Those have proven spectacular, with these fundamentally superior smaller gold producers delivering big on all fronts. The potent combination of growing production, lower mining costs, and near-record gold prices fueled huge windfall profits. So mid-tiers shouldn’t stay undervalued for long
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