Browsing Category
Metals and Mining Industry News
1965 posts
European Lithium (ASX:EUR) trades below CRML deal value as scheme risk takes centre stage
European Lithium trades below its CRML scheme value, but the payout moves with Nasdaq. The apparent discount comes with real completion risk.
PLS Group (ASX:PLS) spends A$175m before P2000 FID as lithium rally faces a valuation test
PLS is spending A$175m before P2000 approval. The lithium rebound supports growth, but its A$16.7bn valuation leaves little room for mistakes.
Lindian Resources (ASX:LIN) fires first blast as Q4 output tests its A$1.8bn valuation
Lindian has started mining at Kangankunde, but its A$1.8bn valuation now demands smooth Q4 production, strong recoveries and real sales.
South32 (ASX: S32) holds Alcoa deal gains as $5.6bn copper pivot faces execution test
South32 held most of its Alcoa deal rally, but selling 40% of EBITDA makes Sierra Gorda, Hermosa and capital discipline the real test.
Norsk Hydro (NHY) revives Slovalco capacity under long-term Slovak power agreement
Norsk Hydro’s partial restart of the Slovalco aluminium smelter will restore strategically important European capacity, but the project’s dependence on power contracts, carbon-cost compensation and European Commission approval shows why regional industrial recovery remains fragile.
Rio Tinto gives Mongolia better Oyu Tolgoi terms, but will the deal finally unlock dividends?
Rio Tinto and Mongolia reset Oyu Tolgoi costs, cutting fees and loan interest. Find out what it means for copper growth, dividends and investor risks ahead.
Northern Star Resources (ASX:NST) jumps on new CEO, but can the turnaround restore trust?
Northern Star Resources (ASX:NST) has a new CEO and met revised output guidance, but Elliott’s A$1 billion campaign keeps the real question on execution.
American Tungsten & Antimony (ASX:AT4): Can new assays reverse its deep share-price slide?
American Tungsten & Antimony (AT4) has high-grade antimony and a permitted tungsten mill, yet its shares are near yearly lows. July assays must close the execution gap.
Hawk Resources (ASX:HWK) faces its July copper continuity test
Hawk Resources has broad shallow copper hits, but no resource yet. July drilling must prove continuity before ASX:HWK earns a higher valuation.
Can Tambourah Metals (ASX:TMB) turn narrow high-grade hits into a bankable Pilbara gold resource?
Tambourah Metals is moving from promising high-grade intersections to the more demanding task of demonstrating geological continuity, resource scale and a potential development pathway across its Western Australian gold portfolio.