Beiträge von Sorgenfrei

  • B2Gold / BTO:TSX

    B2Gold Announces Positive Feasibility Study Results for the Gramalote Project

    https://www.b2gold.com/news-me…lote-Project/default.aspx

    Feasibility Study Highlights

    • Meaningful gold production profile with favorable metallurgical characteristics
      • Open pit gold mine with an initial life of mine of 11 years, with mill processing over 13 years (“Life of Project”)
      • Average grade processed of 1.23 grams per tonne (“g/t”) gold over the first five years, benefitting from the processing of the higher-grade core at the Gramalote Project; Life of Project average grade processed of 0.96 g/t gold
      • Life of Project gold production of approximately 2.3 million ounces with an average gold recovery of 95.7% from conventional milling, flotation and cyanide leach of the flotation concentrate
      • Average annual gold production of approximately 227,000 ounces per year for the first five years of production
        • Average annual gold production of approximately 177,000 ounces per year over the Life of Project
      • All-in sustaining costs (“AISC”) of $985 per gold ounce over the Life of Project
      • Annual processing rate of 6.0 million tonnes per annum (“Mtpa”)
    • Strong project economics
      • Life of Project after-tax free cash flow of $1.67 billion at a $2,500 per ounce gold price (“$2,500 Gold Price”)
        • Life of Project after-tax free cash flow of $2.81 billion at the spot gold price of approximately $3,300 per ounce (“Spot Gold Price”)
      • Assuming a discount rate of 5.0% and $2,500 Gold Price, net present value (“NPV”) after-tax of $941 million, generating an after-tax internal rate of return (“IRR”) of 22.4%, with a project payback on pre-production capital of 3.4 years
        • Assuming a discount rate of 5.0% and Spot Gold Price, NPV after-tax of $1,716 million, generating an IRR of 33.5%, with a project payback on pre-production capital of 2.4 years
      • Estimated construction capital cost of $740 million (includes approximately $73 million for mining equipment and $81 million for contingency)
    • Robust amount of drilling and engineering studies have been completed on Gramalote, which significantly de-risks future project development
      • Over 270,000 meters of drilling completed, providing B2Gold with a robust mineral resource model
      • Gramalote has a long history of studies and technical reports which supported the existing mining permit that is currently in place
      • Specific mining, processing, infrastructure, environmental, and social studies have been completed. Extensive metallurgical test work has demonstrated high gold recoveries (approximately 96%) at a coarse grind size for the selected processing flow sheet.
    • Gramalote benefits from strong local community and government support
      • Mine plan and environmental permits are currently in place for a larger-scale project; these permits will require modification to reflect the new medium-scale project contemplated in the FS
      • B2Gold anticipates the permit modification time frame should be approximately 12 to 18 months


  • Royalty- und Streamingfirmen für Rohstoffe und Energie

    PRAIRIESKY ANNOUNCES SECOND QUARTER 2025 RESULTS

    Calgary, Alberta (July 14, 2025)


    PrairieSky Royalty Ltd. ("PrairieSky" or the "Company") (TSX: PSK) is pleased to announce its second quarter operating and financial results for the period ended June 30, 2025.

    Second Quarter Highlights:

    • Record oil royalty production of 14,376 barrels per day, an 8% increase over Q2 2024(1). Total

    royalty production averaged 26,457 BOE per day, a 4% increase over Q2 2024.

    • Revenues totaled $123.6 million for Q2 2025(1) comprised of royalty production revenue of $111.2

    million and other revenue of $12.4 million, including bonus consideration of $8.5 million earned on

    entering into 47 new leasing arrangements primarily focused on the Duvernay light oil play.

    • Funds from operations totaled $96.7 million or $0.41 per share, a decrease of 9% from Q2 2024

    as record oil royalty production volumes, narrowed heavy and light oil price differentials and a

    weaker Canadian dollar were offset by lower benchmark US$ WTI pricing.

    • Declared a second quarter dividend of $61.2 million ($0.26 per share), representing a payout ratio of 63%.

    • Purchased and cancelled 84,020 common shares under the Company’s normal course issuer bid ("NCIB") for $2.0 million.

    • Completed acquisitions for $6.5 million, primarily of non-producing gross overriding royalty interests targeting Mannville oil.

    • Net debt totaled $242.0 million as at June 30, 2025, a decrease of $16.8 million from March 31,

    2025.


    https://ml.globenewswire.com/Resource/Download/36ee4b7d-4f4e-42d9-a2fb-c3c005d65436

  • Triple Flag Precious Metals Corp. / TFPM (TSX/NYSE)

    Triple Flag Completes Acquisition of Orogen Royalties and its 1.0% NSR Royalty on the Arthur Gold Project in Nevada

    https://www.businesswire.com/news/home/20250709959467/en/Triple-Flag-Completes-Acquisition-of-Orogen-Royalties-and-its-1.0-NSR-Royalty-on-the-Arthur-Gold-Project-in-Nevada


    Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) is pleased to announce the completion of the previously announced acquisition of all the issued and outstanding common shares of Orogen Royalties Inc. (“Orogen”) pursuant to a plan of arrangement (the “Transaction”). Unless otherwise indicated, all amounts are expressed in US dollars.

    As part of the Transaction, Triple Flag acquired Orogen’s 1.0% net smelter returns (“NSR”) royalty on the Arthur gold project (formerly the Expanded Silicon gold project) in Nevada being developed by AngloGold Ashanti plc. Pursuant to the Transaction, Orogen shareholders had the right to elect to receive either C$1.63 in cash or 0.05355 of a Triple Flag share for each Orogen share, and also received 0.25 shares in a newly created company (“Orogen Spinco”) for each Orogen share. The shareholder election was subject to pro-ration such that the cash and share portions of the consideration paid by Triple Flag each represented 50% of the total consideration, excluding the value of Orogen Spinco. Based on the elections made, Triple Flag paid in aggregate C$171.5 million in cash and issued 5,633,629 Triple Flag common shares to Orogen shareholders.


    https://www.accessnewswire.com/newsroom/en/metals-and-mining/orogen-royalties-completes-plan-of-arrangement-with-triple-flag-precious-metals-1047403

    Shareholders at the close of business on July 9,2025, who elected to receive Triple Flag Shares or made no election and defaulted to the share election were prorated such that they will receive 0.02901 Triple Flag shares and approximately $0.74687 cash plus 0.25 Orogen SpinCo shares for each Orogen Share held. Shareholders who elected cash will receive $1.63 cash plus 0.25 Orogen SpinCo shares for each Orogen Share held.

  • Triple Flag Precious Metals Corp. / TFPM (TSX/NYSE)

    Triple Flag Announces Record Q2 2025 Revenues

    https://www.businesswire.com/news/home/20250709129184/en/Triple-Flag-Announces-Record-Q2-2025-Revenues

    Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced record revenue of US$94.1 million for the second quarter of 2025 from quarterly metal sales of 28,682 gold equivalent ounces (“GEOs”). All dollar amounts are expressed in US dollars, unless otherwise noted.

    “Triple Flag achieved another quarter of record revenue, driven by record performance from Northparkes. Following a strong first half of the year, we remain on track to deliver our 2025 GEOs guidance of 105,000 to 115,000 ounces,” commented Sheldon Vanderkooy, CEO. “We expect our transaction with Orogen Royalties to close imminently, which will result in Triple Flag’s acquisition of a 1.0% NSR royalty on AngloGold Ashanti’s Arthur gold project1 in Nevada. Arthur is a tier one gold asset that we expect will drive significant additional long-term GEOs growth.”

    Preliminary Q2 2025 GEOs Sold and Revenue

    GEOs Sold and Revenue by Commodity2

    Q2 2025

    GEOs Sold

    Revenue ($M)

    Gold

    19,378

    63.6

    Silver

    9,304

    30.5

    Total

    28,682

    94.1

  • G Mining / GMIN (TSX)

    Zitat von Sorgenfrei

    G Mining Ventures Achieves Nameplate Capacity at Tocantinzinho; Q2 2025 Production Results Released

    https://www.prnewswire.com/new…s-released-302499917.html


    BROSSARD, QC, July 8, 2025 /PRNewswire/ - G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSX: GMIN) (OTCQX: GMINF) is pleased to announce that its Tocantinzinho Gold Mine ("TZ") in the State of Pará, Brazil reached a major operational milestone, with the processing plant operating at an average of 12,890 tonnes per day ("tpd") over 30 consecutive days. The Corporation also reports gold ("Au") production for the second quarter of 2025 of 42,587 ounces ("oz").

    Second Quarter 2025 Production Highlights

    • No lost time or recordable incidents in Q2 2025
    • Q2-2025 gold production of 42,587 ounces, a 20% increase over Q1 2025
    • Gold recovery improved to 90.3% (from 87.7% in Q1 2025)
    • Average mining rate of ~47,900 tpd, an 18% increase from Q1 2025
    • Average plant throughput of 11,100 tpd or 86% of nameplate
      • April: 8,600 tpd (67% of nameplate)
      • May and June: 12,300 tpd (96% of nameplate)


    https://bpd-space.nyc3.cdn.digitaloceanspaces.com/scp/250708-scp-gmin-2q25%20prod.pdf

  • G Mining / GMIN (TSX)

    G Mining Ventures Achieves Nameplate Capacity at Tocantinzinho; Q2 2025 Production Results Released

    G Mining Ventures Achieves Nameplate Capacity at Tocantinzinho; Q2 2025 Production Results Released
    /PRNewswire/ - G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSX: GMIN) (OTCQX: GMINF) is pleased to announce that its Tocantinzinho Gold Mine…
    www.prnewswire.com


    BROSSARD, QC, July 8, 2025 /PRNewswire/ - G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSX: GMIN) (OTCQX: GMINF) is pleased to announce that its Tocantinzinho Gold Mine ("TZ") in the State of Pará, Brazil reached a major operational milestone, with the processing plant operating at an average of 12,890 tonnes per day ("tpd") over 30 consecutive days. The Corporation also reports gold ("Au") production for the second quarter of 2025 of 42,587 ounces ("oz").

    Second Quarter 2025 Production Highlights

    • No lost time or recordable incidents in Q2 2025
    • Q2-2025 gold production of 42,587 ounces, a 20% increase over Q1 2025
    • Gold recovery improved to 90.3% (from 87.7% in Q1 2025)
    • Average mining rate of ~47,900 tpd, an 18% increase from Q1 2025
    • Average plant throughput of 11,100 tpd or 86% of nameplate
      • April: 8,600 tpd (67% of nameplate)
      • May and June: 12,300 tpd (96% of nameplate)


  • Osisko Royalities / OR (TSX, NYS)

    OR Royalties Announces Preliminary Q2 2025 GEO Deliveries Along with Record Quarterly Revenue & Cash Margin

    OR Royalties Announces Preliminary Q2 2025 GEO Deliveries Along with Record Quarterly Revenue & Cash Margin | OR Royalties Inc
    Download in pdf MONTRÉAL, July 07, 2025 (GLOBE NEWSWIRE) — OR Royalties Inc. (“OR Royalties” or the “Company”) (OR: TSX & NYSE) is pleased to provide an update…
    orroyalties.com

    PRELIMINARY Q2 2025 RESULTS

    OR Royalties earned 19,700 attributable gold equivalent ounces1 (“GEOs”) in the second quarter of 2025.

    OR Royalties recorded preliminary revenues from royalties and streams of $60.4 million during the second quarter, a quarterly record, and preliminary cost of sales (excluding depletion) of $2.6 million, resulting in a record quarterly cash margin2 of approximately $57.8 million (95.8%).


    As at June 30th, 2025, OR Royalties’ cash position was approximately $49.6 million, following repayments of $40.0 million on the Company’s revolving credit facility during the second quarter. OR Royalties’ revolving credit facility was drawn by $35.7 million at the end of June 2025, with an additional amount of $614.3 million available to be drawn plus the uncommitted accordion of $200.0 million. For additional information on the recent amendments to OR Royalties’ revolving credit facility, please refer to the Company’s press release titled “OR Royalties Announces Increase of Credit Facility and Positive Net Cash Position” and dated June 9th, 2025.


    Subsequent to quarter-end, OR Royalties paid down an additional $10.0 million against its revolving credit facility, reducing the outstanding balance to $25.7 million as of the date of this press release.

  • Royalty Companies

    EMPRESS EXECUTES BINDING TERM SHEET FOR US$3,000,000 GOLD AND SILVER ROYALTY

    EMPRESS EXECUTES BINDING TERM SHEET FOR US$3,000,000 GOLD AND SILVER ROYALTY - Empress Royalty
    Empress Royalty Corp. (TSXV:EMPR | OTCQX:EMPYF) (“Empress Royalty” or the “Company”) is pleased to announce it executed a binding term sheet (the “Term…
    empressroyalty.com

    Empress Royalty Corp. (TSXV:EMPR | OTCQX:EMPYF) (“Empress Royalty” or the “Company”) is pleased to announce it executed a binding term sheet (the “Term Sheet”) on July 4, 2025 with Milford Mining Company Utah, LLC (“Milford Mining”) to purchase a 5% royalty (the “Royalty”) on the gross gold and silver ounces produced and sold from the Milford Copper Mine (the “Mine”), located in Milford near Beaver County, Utah, USA for US$3,000,000.

    Milford Mining advises that it intends to use the proceeds from the sale of the Royalty to increase the production capacity of the Mine to meet the growing global demand for copper. Since acquiring the Mine in 2023, Milford Mining has focused on revitalizing processing infrastructure and implementing sustainable mining practices to enhance operational efficiency at the Mine. The planned expansion aims to scale operations, exploring new targets across the mineralized district, and enhance infrastructure to support future growth.

    “This transaction represents a significant milestone for Empress — our first US royalty and a highly strategic addition to our portfolio of precious metal royalties and streams,” stated Alexandra Woodyer Sherron, CEO & President of Empress Royalty. “The Milford Copper Mine offers near-term production, a scalable restart plan, and valuable gold and silver by-products that align with our core investment thesis. We structured the royalty to reflect our disciplined approach to capital allocation, and we expect to fund the investment usingour existing cash and precious metal holdings. We are excited to support Milford Mining and look forward to closing the transaction in the near future.”

  • Rohstoffboom ...?

    Peak Shale Amid Maximum Pessimism

    Peak Shale Amid Maximum Pessimism
    Shale has peaked, demand is stronger than believed, and oil may be in deficit—why investor pessimism could be missing the bigger picture.
    blog.gorozen.com


    "The end of shale growth may well be the most consequential shift in global oil markets in a generation. For years now, we have outlined with what we hoped was clarity, and what we now submit was prescience, the view that U.S. shale oil, that great source of modern supply, could not grow forever. It would mature, crest, and begin its long descent. That moment, by our models and measures, has arrived: shale has plateaued, and 2024 appears to be its high-water mark. And yet, investor sentiment has scarcely been more downbeat.

    Investor pessimism today rests largely on two factors: first, the economic uncertainty stirred by the Trump administration’s tariff policies; and second, the recent OPEC+ decision to begin unwinding its voluntary production cuts, which date back to the early pandemic period. Taken together, these developments have revived an old anxiety—that supply will once again exceed demand, inventories will rise, and prices will weaken."


    We do not share this view.