Dawn Van Zant’s Post

𝗩𝗮𝘂𝗹𝘁 𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝗶𝗲𝘀 𝗥𝗲𝗽𝗼𝗿𝘁    We are pleased to share our September 2024 Quarterly Activities Report, highlighting a strong quarter across production, financials and strategic development.   This quarter, we achieved group production of 97,493 ounces of gold, with sales totalling 102,529 ounces at an average realised price of A$3,162 per ounce. Our All-In Sustaining Cost was A$2,231 per ounce, reflecting our focus on operational efficiency and value creation. Supported by these results, our cash and bullion position rose by $69.7 million to A$523.3 million, and we streamlined our capital structure by repaying the $92.9 million finance facility, leaving Vault debt-free.   Operationally, our Mount Monger site delivered 19,583 ounces of gold with a ramp-up in open pit mining progressing well, ensuring higher ore tonnage and grades in the coming years. In the Deflector Region, record mill throughput led to the production of 30,591 ounces of gold and 188 tonnes of copper, while a significant high-grade discovery south-west of the Deflector South-West lode strengthens our outlook for further exploration success.   At Leonora, Vault produced 47,319 ounces of gold, supported by advanced engineering studies for a plant expansion targeted for investment approval in Q3 FY25. We also initiated a substantial exploration program at King of the Hills, targeting high-grade extensions and long-term growth opportunities.   Financially, we have simplified our capital structure through the successful sale of our treasury shares, yielding $136.8 million. Now debt free and with A$523 million cash and bullion, Vault is focused on delivering FY25 guidance for gold sales of 390,000 - 430,000 ounces at an AISC of A$2,250 - A$2,450 per ounce and advancing the organic growth opportunities in our portfolio.   We encourage all shareholders and stakeholders to review our full quarterly report to gain further insights into our progress and growth potential across our portfolio. Together, we are building a leading, diversified mid-tier gold producer, ready to seize new opportunities and deliver sustainable returns. Read the full Quarterly Activities Report here: https://bit.ly/48oKLsa   #VaultMinerals #VAU #ASX #GoldMining #Gold #QuarterlyReport

Harmony Gold Mining Company has a positive outlook due to improving gold production and operating costs and a higher gold price ahead. The analysis suggests a "hold" rating until the Fed appears ready to cut interest rates. Meanwhile, uncertainty keeps sentiment neutral, while higher rates set the stage for lower stock price. Harmony Gold is benefiting from strong performance in its gold activities, leading to improved profitability and balance sheet deleveraging.

Is your gold & silver portfolio structured properly? Greg Orrell of the OCM Gold Fund, one of the very few long-standing gold fund managers, walked me through how he would structure a precious metals portfolio today, and what type of companies he's looking into. Investing in precious metals means more than just buying physical gold or silver. A diversified approach that balances various types of investments can offer broader exposure, reducing risk while maximizing potential upside. Here’s a breakdown of the most common options: 1. Producers – Companies already mining and generating revenue are the bedrock. They offer cash flow, stability, and generally less risk (although they're not risk-less, of course). 2. Developers – Companies nearing production can add significant value if they reach operational status. These mid-stage assets bring higher risk than producers but can deliver strong returns as they move closer to production. 3. Explorers – Pure risk, pure upside. These are the wild cards that can 10x or become write-offs. But adding a few quality exploration companies can bring serious torque to the portfolio. Think about then size of the prize, the cost of the test, and the chances of success. 4. Royalties & Streaming – The "collect rent, not risks" approach. Royalties offer a way to gain exposure to precious metals without direct mining risk, generating revenue from various projects and often paying dividends. 5. Picks & Shovel Plays – These are the suppliers that support the industry, like equipment manufacturers and tech companies serving miners. Less dependent on metal prices, they benefit from industry activity—whether it’s a bull or bear market. 6. Physical Metals – The ultimate hedge and store of value. Holding physical metals, whether coins or bullion, adds tangible security to your portfolio and protects against systemic risk. Plus, it’s hard to argue with something you can hold in your hand. 7. What else? What am I missing? What should definitely be in every precious metals portfolio out there? Watch the full conversation here -> https://lnkd.in/eemwFtyx

As the top-performing asset class of the 21st century, gold is trading at an all-time-high of more than US$2,000 per ounce, with the current macroeconomic climate set to propel demand for the metal over the long term. A key name to consider under this thesis is GoldShore Resources (TSXV:GSHR), market cap C$23.37 million, an undervalued junior gold stock with a heavy-hitting management team, whose robust resource development at its 100-per-cent-owned Moss gold project in Ontario has been met with a 50 per cent drop in share price year-over-year, and an 86.15 per cent loss since drilling began in 2021. #mining #miningstocks #goldmining #pennystocks #goldmine #stockstowatch #stocksinfocus #microcap #microcaps

Barrick Gold (NYSE: GOLD) Reports Decline in Q1 Gold and Copper Production, Stock Slides 5% https://lnkd.in/dA6D2PT5 #NYSE #stockmarketnews #stockmarket #BusinessNews #news #NewsAlert

🚨 Costs out of control? Mining projects at risk? 🚨 Gold miners aren’t the only ones hurting. As highlighted in this recent Bloomberg article on Newmont Corporation, spiraling costs are crippling miners, putting projects at serious risk. But it’s not just Gold – hard-rock miners across Au, Cu, Li, Ni and Fe are also feeling the squeeze. 🔑 The solution? Transformational change. At @MasterMined, we believe incremental improvements won’t cut it anymore. When we take on a mine transformation project, we often find that much of the cost pain is self-inflicted: ⚙️ Poor planning 📉 Poor operational control 🚫 Outdated mining methods ❌ Broken continuous improvement programs 💡 Here’s what we do: 🔍 Assess operational costs and uncover the root causes 📊 Use custom MasterMined simulation models to reveal potential improvements 📈 Identify high-impact areas for step-change improvements 🛠️ Build realistic, phased performance uplift roadmaps Our expertise delivers transformational uplifts in cost, safety, and productivity, helping your operational teams work smarter—not harder. 💪 🌐 Contact us at MasterMinedInnovation.com to find out how we can help transform your operation. 👷♂️🤝 #MiningInnovation #CostControl #MiningTransformation #StepChange MasterMined Innovation

**2015: The Year Alamos Gold Found Out That "Rock Bottom" Has a Basement** In 2015, Alamos Gold discovered that even in mining, you can dig too deep... financially, that is. Following a string of disastrous years in the gold market, it seemed 2015 decided to give the previous years a run for their money (or lack thereof). As Bob Moriarty wisely puts it, "At every market bottom, there are 100 reasons to sell. That's when you should buy!" For Alamos Gold, those reasons were more like 200. But hey, when the market leaves you with no more sellers and just a room full of optimists, things can only go up. Here's to a future where Alamos Gold doesn't just dig up gold but also some market wins! Congrats to all the teams since creation in 2000. #GoldMining #MarketTrends #AlamosGold #Investing #BobMoriarty #MiningIndustry #2015Challenges

Gold prices are hitting record highs, yet valuations for producers are lagging, presenting unique opportunities for investors. M&A activity is on the rise, with recent deals like Alamos Gold’s $443M acquisition of Argonaut Gold and Westgold Resources’ $820M buyout of Karora Resources—a sign that larger miners are actively expanding their portfolios. In this environment, Monument Mining Ltd (TSXV: MMY) has delivered standout performance. The company has achieved record revenue, turned positive on EPS, and shows a remarkable 72% increase in value since July. MMY's Selinsing mine, operational for over 14 years, still holds an estimated 700K oz of gold, positioning it for potential production longevity and continued profitability. What’s next? Our analysts see MMY as heavily undervalued, trading at just 1.2x forward EBITDA—a steep 81% discount to the sector. With FY2025 expected to bring record production and earnings, Monument's strategic move into historical resource confirmation at the Murchison project could enhance its growth trajectory. Explore the full report for in-depth insights into MMY’s financial metrics, operational highlights, and the broader industry trends shaping its future. 📝 https://lnkd.in/g6MYU_Gr Disclaimer: FRC provides issuer-paid coverage. Past performance is not indicative of future results. #GoldMining #MiningIndustry #MonumentMining #EquityAnalysis #InvestmentInsights #GoldStocks #MiningNews #MineralResources #TSXV #GoldMarket #NaturalResources #InvestorUpdates

UK #Dividends experienced a significant decline during the last quarter, primarily due to a £2.6 billion reduction in payouts from the mining sector, coupled with the strengthening of the #GBP, which further diminished distributions. Numerous #Investors depend on dividend-paying #Stocks to enhance their #FinancialWellbeing, contribute to their income, or facilitate #Reinvestment. However, what strategies can be employed when dividend payouts are on the decline? At Quant Capital Markets we provide direct access to performing and well-researched #FixedIncome investment opportunities, which allow investors to invest knowing they will achieve a fixed income, at a fixed interval, for a fixed term. Contact one of our team to visit https://lnkd.in/eD4DKqxY to request a complimentary introductory guide. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | [email protected] #AlternativeInvestments #Investments #AlternativeInvesting #Investing #InvestingNews #FixedIncomeInvesting #IncomeInvesting #PassiveIncome #PasiveInvesting #CityAM #QuantCapitalMarkets https://lnkd.in/eeqRYbXB

Update from April 2024 Alamos Gold was first identified as promising investment in the precious metals space in early 2019 (First Target Met) and while it has moved up a lot, AGI.TO has de-risked itself and grown into a formidable mid cap producer. Below are some fundamental reasons Alamos Gold could be a valuable addition to an investment portfolio: 1. Strong Production and Expansion Projects Alamos Gold is known for its solid production base with multiple active gold mines. The company has demonstrated consistent operational efficiency and has several ongoing expansion projects that could increase its gold output. 2. Cost-Effective Mining Operations One of Alamos Gold’s key strengths is its ability to maintain low production costs, which can protect profitability even when gold prices are volatile. Low all-in sustaining costs (AISC) are particularly crucial in the gold mining industry, as they directly impact the bottom line. 3. Robust Financial Health Alamos Gold generally boasts a strong balance sheet with reasonable debt levels and adequate liquidity. This financial stability enables the company to invest in growth opportunities, fund its operations efficiently. 4. Strategic Acquisitions and Exploration Alamos Gold actively engages in strategic acquisitions and exploration activities aimed at expanding its resource base. 5. ESG Commitment The company has shown a commitment to sustainable mining practices, which is increasingly important to investors. 6. Dividend Payout Alamos Gold offers dividend payouts, which is somewhat of a rarity in the gold mining sector, while still a small yield, the dividend has a good chance of growing as their earning expand. 7. Geopolitical Stability of Operations The geographical locations of Alamos Gold’s operations are primarily in politically stable regions (e.g., Canada and Mexico), which reduces the risks associated with political instability that can affect mining operations in other regions 8. Gold as an Inflation Hedge With the potential for increased inflation, gold remains a popular hedge against rising prices. Investing in a gold mining company like Alamos Gold can be a strategic move to leverage this aspect, especially when gold prices are rising. 9. Market Sentiment and Gold Prices Finally, the overall market sentiment towards gold and the outlook for gold prices should be considered. In times of economic uncertainty, gold typically performs well as a safe-haven asset. Positive trends in the gold market can directly benefit gold mining companies Conclusion Investing in Alamos Gold could offer a combination of growth potential, earnings stability, and a defensive hedge against economic volatility. All investments, it carry risks, and investors should consider their own financial situation and perform their own due diligence. #gold #copper #exploration #law #jobs #educate #motivate #educateyourself #motivation #geologist #geology Florian (aka Florzinho) Grummes Thomas Parilla Sary Schultz