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- Daily Metals Mining Rundown and Peer Table - Free Edition for 13 Feb 2025 (intraday TSX)
Daily Metals Mining Rundown and Peer Table - Free Edition for 13 Feb 2025 (intraday TSX)
Daily rundown of mining company announcements and movements in metal prices and mining equity valuations according to our attached Metals Mining Peer Table, which is a compilation of publicly available information covering 9 important metals and more than 400 mining stocks listed globally, and includes the mineral resource holdings of all 400+ companies and project NPV information for some 140+ developers, all retrieved from the companies' published technical reports.
Host Rock Capital
February 13, 2025
Today’s spot metals price movements intraday TSX (over past ~8 hours) include:
Today’s top metals mining peer group movers intraday TSX (including ASX movements earlier today) include:
Metals mining company announcements incorporated into today’s Peer Table (resource updates, economic studies, changes in attributable project ownership) include:
13 Feb 2025 - Copper producer Lundin Mining (TSX:LUN) released its 2024 mineral resource and reserve update. Resources remained largely unchanged at yearend at 72 Blbs CuEq (112 Moz AuEq), which were 66% from copper by metal value at our estimated 3-month trailing average metal prices. And while DCF or cash flow methods would be much more appropriate valuation methods for producers, LUN trades at a market cap/lb resource of US$0.10/lb CuEq ($66/oz AuEq) - a 17.5% discount to our copper producer peer group median of $0.13/lb CuEq ($80/oz AuEq).
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