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Adam Strydom
Mar 19, 20241 min read
Celebrating the Ides of March
Wheaton Precious Metals’s (WPM’s) Q4/FY23 results were released after the market close on 14 March, within the context of known metals...
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Adam Strydom
Feb 27, 20241 min read
Sluggish PGM Prices Affect Forecasts
Sylvania Platinum Limited’s Q224 and H124 results were overshadowed by a lower PGM basket price, which resulted in a 10% reduction in...
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Adam Strydom
Feb 27, 20241 min read
A Happy Valentine
Pan African Resources PLC's (PAF’s) is an African-focused mid-tier gold producer, H124 results were released on 14 February, with...
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Adam Strydom
Feb 13, 20241 min read
Looking forward to FY24 and beyond
Endeavour Mining released its customary operational and financial update to the market on 22 January, showing Q423 production of 280koz...
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Adam Strydom
Jan 24, 20241 min read
Adjusting Valuation on
Following Edison Group’s short update on the La Colorada Skarn preliminary economic assessment (PEA), they are revising their valuation...
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Adam Strydom
Jan 24, 20241 min read
Q323: La Colorada Continues to Underperform
Pan American Silver Corp.’s Q3 results did not bring any major surprises at the group level, with lower EBITDA of US$159m, down 22%...
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Adam Strydom
Jan 24, 20241 min read
Teeing Up to Hit Long-Term Targets
Wheaton Precious Metals’ (WPM’s) Q323 profits exceeded Edison Group’s prior forecasts by US$4.0m (or 3.4%) at the pre-tax level and by...
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Adam Strydom
Jan 24, 20241 min read
Q124 Production Up, Costs Down
Sylvania Platinum Limited is a low-risk, high-yielding South African platinum group metals (PGM) dump retreatment operation. Despite a...
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Adam Strydom
Jan 24, 20241 min read
La Colorada to Restart After Suspension
Pan American Silver Corp. (PAAS) has announced that it will begin restarting operations at the La Colorada mine on 16 October. Operating...
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Adam Strydom
Jan 22, 20241 min read
Stellar Production, Guidance Beaten
Sylvania Platinum Limited reported excellent production results offset by weak PGM prices. The platinum group metal (PGM) basket price...
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Adam Strydom
Jan 22, 20241 min read
New Thaba JV Adds Significant Value
Sylvania Platinum Limited (SLP) has announced a 50:50 joint venture (JV) with Limberg Mining Company (LMC), called Thaba, to process...
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Adam Strydom
Jan 19, 20241 min read
Peerless
Wheaton Precious Metals’s Q223 results exceeded Edison Group’s expectations. Production of gold equivalent ounces (GEOs) was 4.6% higher...
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