German speaking newsletter for #Gold, #Silver, #Commodities #mining and #exploration #stocks since 2006. Nothing is financial advice!
Deutschland - Germany
Joined June 2009
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An interesting strategic shift for NGX into the Damara Gold Belt in Namibia. Companies such as WIA Gold, Koryx, and Ongwe have already achieved notable success there, and now the Middlemas-led firm is entering the fray with a 1,300-square-kilometer land package. $NGX.ax
DER GOLDREPORT - #Gold #Silver retweeted
And the world is shorting #lithium and other #criticalmetals
This won’t end well…
134 new lithium mines are needed to meet 2050 demand.
That's a new mine every two months for the next 24 years, representing a total of ~7 million tones LCE.
Out of the total 134 new mines, 44 of those are required to cover demand growth between 2040 and 2050 alone
#lithium
Es kam, wie es kommen musste…
goldseiten.de/artikel/718267…
WHITEHAVEN $WHC Q1 FY27:
• 11.0Mt managed ROM production (+22% YoY)
• 6.0Mt equity coal sales
• A$226/t realised price
• NSW realised A$198/t
• Queensland realised A$257/t
• Unit costs at the LOW end of FY27 guidance
• Net debt ~A$1.4bn
• FY27 guidance maintained
Sales were impacted by port disruptions, pushing some tonnes into Q2. With production strong, costs controlled and coal prices improving, cash flow should strengthen as deferred sales are recovered.
🤓$NEM
NEWMONT $NEM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY
🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢
🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴
🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢
🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴
FY26 Guide:
🔹 Attributable Gold Production: 5.3M ounces
🔹 Gold By-Product AISC: $1,520/oz
🔹 Sustaining Capital: $1.95B
🔹 Development Capital: $1.4B
Q4 Guide:
🔹 Attributable Gold Production: 1,365 koz
🔹 Gold By-Product AISC: $1,900/oz
Other Q3 Metrics:
🔹 Attributable Gold Production: 1.30 Moz
🔹 Realized Gold Price: $4,317/oz
🔹 Gold By-Product AISC: $1,454/oz
🔹 Gold By-Product CAS: $832/oz
🔹 GAAP EPS: $2.35
🔹 Operating Cash Flow: $2.77B
🔹 Net Cash Position: $3.2B
Capital Return:
🔹 Dividend: $0.26/share
🔹 Returns Since Last Call: $1.9B
🔹 Buybacks Since Last Call: $1.6B
🔹 Remaining Authorization: $2.8B
Key Updates:
🔹 Adjusted net income excludes a $40M gain on asset and investment sales
🔹 Net cash position is before the planned payment of $1.95B to Barrick, expected in Q4
🔹 Red Chris Block Cave full-funds investment decision expected in early 2027
🔹 Tanami Expansion 2 commercial production now expected in the first half of 2027
Comments:
🔸 “Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio.”
Coal price breaking out….
Last time we were here Yancoal $YAL was $9.
Currently $5.88.
#ItsTime #CoalTwitter
The GDXJ has just closed the gap from August. Will it also close the smaller price gap below that one? $GDXJ #Goldstocks
Selling lithium stocks just because oil prices are rising is like selling your solar panels because electricity prices are going up.
#Lithium #EVs #Investing
Westgold $WGX Q1 FY27:
• 98.4koz gold produced
• A$292m operating cash flow
• A$1.04bn treasury
• ZERO debt & fully unhedged
• Beta Hunt hits 2.0Mtpa mining run-rate
At ~A$5.08/share, WGX is valued at only ~A$4.8bn — meaning its treasury alone represents ~22% of the market cap.
And despite heavy growth spending, the treasury increased by A$101m during the quarter.
Strong balance sheet + funded growth + full exposure to the gold price.
DER GOLDREPORT - #Gold #Silver retweeted
Once again, @D_Jimenez_Sch is right on the money. The tsunami of negativity is fascinating especially in a year where El Niño will negatively impact supply and the demand challenges for 2027 seem grossly exxagerated. Team 中国’s influence over the #lithium narrative is amazing.
The negative narrative on Li is wild. The math on the EU–China PHEV import cap is right: ~7–8 kt LCE. Insignificant.
But dig further. Why did China accept so easily? Because Chinese OEMs are refocusing on BEVs, which now give consumers the range they need at a lower cost.
The result will actually be higher Li consumption.
Benz Mining hat vom Icon-Goldcamp innerhalb des Glenburgh-Projekts erneut starke Bohrergebnisse veröffentlicht. Inzwischen zeichnet sich immer deutlicher ein groß dimensioniertes Goldsystem ab.
$BZ.NE $BNZ goldseiten.de/artikel/717718…
DER GOLDREPORT - #Gold #Silver retweeted
$SVM #SVML #RAREEARTHS
Worth reading this one properly. Japan is now telling DC it has months of #yttrium left, not years. Chinese exports to Japan have basically stopped and yttrium oxide is trading at $1,150/kg outside China. Inside China it's $9.
I've been in enough rooms over the last 6 months to know this isn't "new news" to the people who matter. Now a Japanese official is saying "how to survive next year" out loud in the FT.
Yttrium is a heavy rare earth. We have it in the monazite at Kasiya, alongside Dy and Tb, and we've spent a lot of time on it this year because of exactly this. Still a long way to go, but the demand side continues to get louder.
ft.com/content/ebd3244a-9120…
$YAL Yancoal Q3: attributable saleable coal production came in at 9.4Mt, down 13% QoQ, mainly due to the planned Moolarben longwall change and geotechnical issues at Ashton.
The positive: realized coal prices rose to A$170/t, while cash increased by A$340m during the quarter before dividend and Kestrel funding.
9M production stands at 29.2Mt, up 4% YoY. FY26 guidance of 36.5–40.5Mt was maintained, with management still targeting the upper half of the range.
Kestrel starts contributing from Q4. Overall: softer production, but stronger pricing and cash generation.
DER GOLDREPORT - #Gold #Silver retweeted
🎯⬇️ Jen-Hsun Huang, CEO Nvidia, trifft bei seinem aktuellen Besuch in Berlin den Nagel auf den Kopf: "Nichts schmerzt mehr, als eines der technologisch fortschrittlichsten Länder so abgehängt zu sehen."
DER GOLDREPORT - #Gold #Silver retweeted
When I talk about price manipulation in lithium, I'm not talking about some nefarious state actor. I'm talking about companies. Behold the situation on GFEX at the moment. Lithium carbonate inventories in the market have been falling for all this year...GFEX inventories going in the opposite direction, producing an impression of oversupply that is simply not true...that's manipulation!
