Daily Metals Mining Rundown for 29 Oct 2025 (intraday TSX)

Gold, silver, and platinum prices continued their resurgence today while copper and nickel also inched higher (through later ASX trading into intraday TSX); This helped most precious metals and base metals mining stocks rise by ~2% or more, alongside uranium stocks which continued to receive a tailwind from yesterday's news; Covered announcements include PEA by Scottie Resources.

October 29, 2025

Today’s metal price movements (over past ~14hrs) and mining company peer group movements intraday TSX/NYSE (including earlier ASX movements):

Top and bottom 40 daily performing metals mining company stocks (out of 496 in our Peer Table) intraday TSX/NYSE (including earlier ASX closing prices):

Mining company announcements incorporated into today’s intraday TSX Peer Table (resource updates, economic studies, changes in attributable project ownership).

  • 28 Oct 2025 - Former gold explorer - now gold developer - Scottie Resources (TSXV:SCOT) announced PEA results for its 100%-owned past-producing Scottie gold mine project in BC, which contemplated XRF ore sorting (after small-scale ore sorting test results were announced 1 April 2025) and Direct Shipping of Ore (DSO) from the Stewart bulk shipping facility 40km from the from the mine to be shipped overseas according to negotiated terms in an existing offtake agreement (announced 7 July 2025). Post-tax NPV5 was C$216m at US$2,600/oz from initial capex of C$129m, with NPV increasing to C$668m at US$4,200/oz Au. And these NPV’s rise by ~50% in an alternative scenario that relies on nearby toll milling INSTEAD of Direct Shipping of Ore (for which there is no agreement), providing some optionality. SCOT stock traded flat/down -1.2% on 28 Oct after this news (a hair below 94-company explorer mean +1.2%), to C$1.70/sh, market cap C$110m, and P/NAV 0.51x - in line with 71-company gold developer median 0.47x and 29% discount to mean 0.71x - at our reference gold price US$2,000/oz. Feasility study next - expected H1/27.

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