Big GDX Rebalance on Friday!

Ronnie Stoeferle (@RonStoeferle) auf X

For all #MiningInvestors out there: Big GDX Rebalance on Friday!! Ht @kevinmuir

x.com

Queen's Road Capital Provides Update on Portfolio

Hong Kong, Hong Kong--(Newsfile Corp. - September 16, 2025) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

www.newsfilecorp.com

Additional US$20 million Investment in Moxico

QRC is pleased to announce it has completed an additional US$20 million convertible debenture investment in Moxico Resources plc ("Moxico"). The convertible debenture carries the same terms as the July 2024 debenture. QRC now holds US$70 million in Moxico convertible debentures which carry an 11.0% coupon and is convertible into Moxico common shares at a price of GBP0.90.

Moxico's flagship asset is the Mimbula copper mine in Zambia. Mimbula is expected to be producing at annual rate of 36,000 tonnes per annum by year end following completion of the new solvent extraction plant. Mimbula is undergoing a staged expansion to 58,000 tonnes per annum with completion expected by end of 2026.

Completion of Adriatic Metals Takeover

In December 2020, QRC invested US$20 million in an Adriatic Metals plc ("Adriatic") debenture that was convertible into Adriatic Metals common shares at a price of A$2.7976. On June 13, 2025, Adriatic entered into an agreement with Dundee Precious Metals Inc. ("Dundee") whereby Dundee would acquire all the shares of Adriatic. The transaction closed on September 3, 2025. Based on the current Dundee share price, the offer is currently worth A$7.04 per Adriatic share and up to A$7.89 per share if QRC is granted full allocation under the mix-and-match facility.

Conversion of IsoEnergy Debenture

In August 2020, QRC invested US$6 million in an IsoEnergy Ltd. ("IsoEnergy") debenture that was convertible into IsoEnergy common shares at a price of C$3.52. On August 1, 2025, QRC completed the conversion of the debenture into common shares ahead of the maturity of the debenture. IsoEnergy shares are currently trading at C$12.46 per share.

QRC currently holds a US$223 million convertible debenture portfolio earning an average 9.7% coupon as well as a US$130 million equity investment portfolio. 75% of the convertible debenture portfolio is in the money at current investee share prices. With its net asset value at an all-time high, annual interest income of US$22 million and a growing dividend, Queen's Road is well positioned for its next phase of growth.

Zitat von Sorgenfrei

https://www.newsfilecorp.com/release/266390

https://fuertemetals.com/site/assets/files/6150/2025-sept-15-fmt-post-announcement-deck.pdf

B2Gold Provides an Update on Goose Mine Commissioning, Confirms Consolidated 2025 Production Guidance Range, and Provides Operational Updates for the Fekola, Masbate, and Otjikoto Mines

https://www.b2gold.com/news-media/news-releases/news-details/2025/B2Gold-Provides-an-Update-on-Goose-Mine-Commissioning-Confirms-Consolidated-2025-Production-Guidance-Range-and-Provides-Operational-Updates-for-the-Fekola-Masbate-and-Otjikoto-Mines/default.aspx

Discovery Announces Agreement for US$250 Million Revolving Credit Facility

Discovery Silver Corp. | Discovery Announces Agreement for US$250 Million Revolving Credit Facility

"LunR Royalties Corp."

NGEx Shareholders Approve Spin-Out of Royalties

/CNW/ - NGEx Minerals Ltd. ("NGEx", "NGEx Minerals" or the "Company") (TSX: NGEX) (OTCQX: NGXXF) is pleased to announce that the shareholders of the Company...

www.newswire.ca

Pre-Feasibility Study Highlights Significant Mine Life Extension at Mount Milligan, Royal Gold’s Largest Stream Interest

Royal Gold, Inc. (NASDAQ: RGLD) (together with its subsidiaries, “Royal Gold” or the “Company,” “we” or “our”) reported today that Centerra Gold Inc. (“Centerra”) has announced the results of a pre-feasibility study (“PFS”) for the Mount Milligan mine in British Columbia that confirms a life of mine (“LOM”) extension of approximately 10 years, to 2045, with the potential to increase the process plant throughput by approximately 10% in 2029.

“We are pleased to see the results of this PFS, which confirms a significant extension to the mine life at Mount Milligan,” commented Bill Heissenbuttel, President and CEO of Royal Gold. “Our Cost Support Agreement with Centerra, entered into in early 2024, was designed to help Centerra unlock the potential of the large resource at Mount Milligan and add long term value for each company’s stakeholders, which is clearly demonstrated with the results of this study. Mount Milligan is our largest stream interest and we have recovered over 150% of our advance stream deposit to date. With the mine life expected to continue for another 20 years and the potential for further extensions, Royal Gold has another significant interest on a long-life mine in a stable and mining-friendly jurisdiction.”

https://www.businesswire.com/n…s-Largest-Stream-Interest

Franco-Nevada Reaches Settlement on Canadian Tax Disputes

https://www.prnewswire.com/new…x-disputes-302554477.html

Update on the Increasing Value in Globex

CEO | Mobile Investment Conference

ceo.ca

https://www.deterraroyalties.c…loads/2025/08/2934065.pdf

Wheaton Precious Metals Announces Financing Commitment to Carcetti Capital for Hemlo Mine Acquisition

VANCOUVER, BC, Sept. 10, 2025 /PRNewswire/ - Wheaton Precious Metals™ Corp. ("Wheaton" or the "Company") is pleased to announce it has committed financing to Carcetti Capital Corporation ("Carcetti") to support Carcetti's proposed acquisition (the "Acquisition") of the Hemlo Mine from Barrick Mining Corporation ("Barrick").

Carcetti's financing package for the Acquisition is expected to include:

• Up to $400 million Wheaton gold stream (the "Gold Stream");
• Concurrent equity financing with estimated proceeds of approximately $415 million (the "Equity Financing"); and
• $200 million in bank debt (the "Acquisition Facility").

Wheaton has committed to provide the Gold Stream and to participate in the Equity Financing (up to the lesser of $50 million or 20% of the Equity Financing), subject to execution of definitive agreements and satisfaction of customary conditions.

The Gold Stream would be a key component of Carcetti's comprehensive financing package, which is expected to provide Carcetti with the capital required to complete the Acquisition and advance further improvements at Hemlo, positioning the asset to achieve its full potential. Upon closing, Carcetti intends to change its name to Hemlo Mining Corp. ("HMC").

"Hemlo offers a unique opportunity to add immediate, accretive gold ounces from a politically stable jurisdiction, backed by a long history of production and a capable operating team," said Randy Smallwood, Chief Executive Officer of Wheaton Precious Metals. "We are proud to support HMC in its acquisition of a mine that has long been considered a cornerstone of Canada's mining industry, while also contributing to strategic M&A momentum across the sector."

https://www.prnewswire.com/new…cquisition-302553280.html