Daily Metals Mining Rundown for 6 Aug 2025 (intraday TSX)

Today’s metal price movements (over past ~20 hrs) and mining company peer group movements intraday TSX/NYSE (including earlier ASX movements) include:

Top and bottom 40 daily performing metals mining company stocks (out of 490 in our Peer Table) intraday TSX/NYSE (including earlier ASX closing prices) include:

Covered mining company announcements incorporated into today’s intraday TSX Peer Table (resource updates, economic studies, changes in attributable project ownership) include:

• 6 Aug 2025 - Uranium developer Denison Mines (TSX:DML) announced PEA results for its secondary 25.17%-owned Midwest Main ISR project in Saskatchewan. Reported post-tax NPV8 (100% basis) was C$965m at US$80/lb U3O8 from initial capex of C$254m. When combined with results of 2023 FS for Phoenix and PSF update for Gryphon (both 95%-owned), DML’s attributable NPV at our reference uranium price of US$65/lb U3O8 rises to US$1.49b, yielding a P/NAV (market cap/NPV) of 1.0x for this advanced-stage, nearly-permitted Wheeler River project (including super high-grade Phoenix, and nearby Gryphon), along with this new pipeline project Midwest Main (25.17%), which is just above our 15-company uranium developer peer group mean P/NAV of 0.74x at same $65/lb U3O8.

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