• Daily Metals Mining Rundown - Free (Intraday TSX)
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  • Daily Metals Mining Rundown and Peer Table - Free Edition for 30 Jan 2025 (intraday TSX) - Gold/Silver Ratio Continues to Breakout of its Downtrend Signaling Recession With Gold Price Approaching New Highs - NVDA Looks to Be in a Downtrend

Daily Metals Mining Rundown and Peer Table - Free Edition for 30 Jan 2025 (intraday TSX) - Gold/Silver Ratio Continues to Breakout of its Downtrend Signaling Recession With Gold Price Approaching New Highs - NVDA Looks to Be in a Downtrend

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.

Author

Host Rock Capital
January 30, 2025

Today’s metals price movements intraday TSX include:

  • Platinum price up +5.2% to $1,017/oz Pt

  • Palladium price up +4.3% to $1,010/oz Pd

  • Silver price up +2.6% to $31.55/oz Ag

  • Uranium price up +2.2% to $70.75/lb U3O8

  • Gold price up +1.6% to $2,795/oz Au

  • Copper price up +0.9% to $4.30/lb Cu

  • Cobalt price down -9.3% to 9.78/lb Co

  • Nickel price down -0.5% to $6.99/lb Ni

SPECIAL METAL PRICE ALERT:

  • The gold/silver continues to breakout of its downtrend, continuing to suggest that the onset of a recession is imminent

  • Meanwhile, NVDA appears to be in a downtrend

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Today’s metals mining peer group movers intraday TSX include:

  • Silver producers’ peer group median share performance is up +7.2%, to a peer group median market cap/oz resource of $1.37/oz AgEq ($117/oz AuEq)

  • Silver developers’ median is up +5.3% to median market cap/oz of $0.35/oz AgEq ($30/oz AuEq) and to a median P/NAV of 0.53x (at our Reference silver price of $22/oz Ag)

  • Silver explorers’ median is up +4.9% to median market cap/oz of $0.27/oz AgEq ($23/oz AuEq)

  • Senior gold producers’ median is up +3.5% to median market cap/oz of $196/oz AuEq

  • PGM producers’ median is up +3.3% to median market cap/oz of $11.5/oz PdEq ($31/oz AuEq)

  • Cobalt developers’ median is down -2.9% to median market cap/lb of $0.057/lb CoEq ($14/oz AuEq) and to a median P/NAV of 0.04x (at our Reference cobalt price of $20/lb Co)

  • Lithium brine explorers’ median is down -1.5% to median market cap/t of $3.46/t LCE ($0.89/oz AuEq)

No metals mining company announcements incorporated into today’s Peer Table (resource updates, economic studies, changes in attributable project ownership).

Metals Mining Peer Table - Free Daily 30 Jan 2025 (intraday TSX).pdf932.46 KB • PDF File