Minerals Council of Australia’s Post

Today we announced our FY results, showcasing how we are establishing a sustainable production platform for significant growth at improving costs. Read our production, outlook, and sustainability highlights below, and explore the full results on the link. 🥇 Finished strong with 94,755 oz of production in Q4 2023. 💼 Net Q4 earnings at $5.4M; cash reserves stand at $158.6M. 🌱 Zero major environmental incidents in 2023. 🔒 Continued commitment to safety and environmental care. 🎯 2024 target: 375,000-405,000 oz with lower costs. 🚀 By 2026, aiming for 600,000+ oz, focusing on efficiency and growth. #AlliedGold #GoldMining #ResponsibleMining https://lnkd.in/e7D5bjt2

No copper, no transition; no pressure, no diamonds; and generally no value w/o strategic focus and execution excellence. AAL strategic re-focus (it was high time) is predicated on delivering more value than BHP offer: that's a lot of a value gap £39bn offer vs. today's market cap of £29bn. Sense of urgency, execution focus and market conditions will be of the essence (they won't maximise value, they'll merely optimise a set of criteria incl. timing, clean carve-out, political interference and value). The simplified portfolio is excellent (maybe apart from Woodsmith) but remains sub-scale, and must indeed generate significant efficiencies (not sure how it'd be more than what BHP would have done, but clearly AAL management know their asset base better and they've been there before). Optionality in the portfolio was there before and not valued by the market. Equity re-rating will require results within six months and a higher performance than peers. In the meantime, credit story ought to be challenged given execution risks and perceived reduced diversification (although I don't share that perception). The fact of the matter is that AAL is in play (been for 15 years in fact, but under-performance and copper supply shortfall are the triggers for it to be on the open) and the fundamentals remain: scale matters in particular in copper and iron ore, and mining companies are too small on the former. However, the discipline that BHP is showing will be demonstrated by others, across the entire capital allocation framework. Plus BHP, RIO, GLEN have options beyond AAL, as have other pure plays. Still, AAL remains the prize, and other names incl. from China and Middle-East will be watching (not necessarily miners).

U.S. Gold Corp. CEO George Bee joined Steve Darling from Proactive to share news the company has updated the work undertaken in 2023 and what lies ahead in a very busy 2024. The CK Gold Project occupied most of the company’s time and resources in 2023. Bee also told Proactive at CK the company evaluated the economic potential of the copper and gold resource and released the pre-feasibility study. That showed 1.01 million ounces of gold and 248 million pounds of copper reserves had robust economics with a net present value of $323 million and a 39.4% internal rate of return, both pre-tax, assuming a $1,625 and $3.25 gold and copper price, respectively. Bee says 2024 will be a pivotal year with the Company expecting to finalize a feasibility study and obtain permit approval for CK in the first half of the year. The final detailed engineering and project development can commence as soon as the latter part of 2024, with the potential to put the operation into production in 2026. A number of avenues exist to finance CK including equipment financing, debt, and some initial forward metal sales, all aimed at avoiding to the extent possible dilution to our current shareholders, with founders and management being among those interested parties. #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper #SeekaGoldProject #MiningNews #GoldInvesting #ResourceExploration #FeasibilityStudy #CEOInterview #2024Plans #MiningIndustry #InvestmentOpportunity #EconomicAnalysis #CashFlowPotential #NevadaExploration #KeystoneProperty #ProjectDevelopment #MiningUpdates #ProductionTimeline #FinancialGrowth #ExplorationStrategies #MarketTrends #InvestorInsights #PermitApproval #BreakingGround #MiningStocks #FutureOfMining#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews https://lnkd.in/gsfhh6D7

U.S. Gold Corp. CEO George Bee joined Steve Darling from Proactive to share news the company has updated the work undertaken in 2023 and what lies ahead in a very busy 2024. The CK Gold Project occupied most of the company’s time and resources in 2023. Bee also told Proactive at CK the company evaluated the economic potential of the copper and gold resource and released the pre-feasibility study. That showed 1.01 million ounces of gold and 248 million pounds of copper reserves had robust economics with a net present value of $323 million and a 39.4% internal rate of return, both pre-tax, assuming a $1,625 and $3.25 gold and copper price, respectively. Bee says 2024 will be a pivotal year with the Company expecting to finalize a feasibility study and obtain permit approval for CK in the first half of the year. The final detailed engineering and project development can commence as soon as the latter part of 2024, with the potential to put the operation into production in 2026. A number of avenues exist to finance CK including equipment financing, debt, and some initial forward metal sales, all aimed at avoiding to the extent possible dilution to our current shareholders, with founders and management being among those interested parties. #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper #SeekaGoldProject #MiningNews #GoldInvesting #ResourceExploration #FeasibilityStudy #CEOInterview #2024Plans #MiningIndustry #InvestmentOpportunity #EconomicAnalysis #CashFlowPotential #NevadaExploration #KeystoneProperty #ProjectDevelopment #MiningUpdates #ProductionTimeline #FinancialGrowth #ExplorationStrategies #MarketTrends #InvestorInsights #PermitApproval #BreakingGround #MiningStocks #FutureOfMining#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews https://lnkd.in/gzfreV7k

U.S. Gold Corp. CEO George Bee joined Steve Darling from Proactive to share news the company has updated the work undertaken in 2023 and what lies ahead in a very busy 2024. The CK Gold Project occupied most of the company’s time and resources in 2023. Bee also told Proactive at CK the company evaluated the economic potential of the copper and gold resource and released the pre-feasibility study. That showed 1.01 million ounces of gold and 248 million pounds of copper reserves had robust economics with a net present value of $323 million and a 39.4% internal rate of return, both pre-tax, assuming a $1,625 and $3.25 gold and copper price, respectively. Bee says 2024 will be a pivotal year with the Company expecting to finalize a feasibility study and obtain permit approval for CK in the first half of the year. The final detailed engineering and project development can commence as soon as the latter part of 2024, with the potential to put the operation into production in 2026. A number of avenues exist to finance CK including equipment financing, debt, and some initial forward metal sales, all aimed at avoiding to the extent possible dilution to our current shareholders, with founders and management being among those interested parties. #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #gold #copper #SeekaGoldProject #MiningNews #GoldInvesting #ResourceExploration #FeasibilityStudy #CEOInterview #2024Plans #MiningIndustry #InvestmentOpportunity #EconomicAnalysis #CashFlowPotential #NevadaExploration #KeystoneProperty #ProjectDevelopment #MiningUpdates #ProductionTimeline #FinancialGrowth #ExplorationStrategies #MarketTrends #InvestorInsights #PermitApproval #BreakingGround #MiningStocks #FutureOfMining#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews https://lnkd.in/gzfreV7k

𝐓𝐡𝐞 𝐦𝐢𝐝-𝐭𝐞𝐫𝐦 𝐞𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐒𝐰𝐢𝐬𝐬 𝐁𝐞𝐭𝐭𝐞𝐫 𝐆𝐨𝐥𝐝, 𝐏𝐡𝐚𝐬𝐞 𝐈𝐈𝐈, 𝐛𝐲 𝐭𝐡𝐞 SECO Economic Cooperation and Development 𝐢𝐬 𝐨𝐮𝐭 📑 The Swiss Better Gold Initiative (SBG Initiative) was launched in 2013 by the SECO and the Swiss Better Gold Association. The SBG Initiative is now in its third phase (2021–2025). 〰️ 𝗪𝗵𝘆 𝗱𝗶𝗱 𝘁𝗵𝗲 𝗦𝗘𝗖𝗢 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗦𝘄𝗶𝘀𝘀 𝗕𝗲𝘁𝘁𝗲𝗿 𝗚𝗼𝗹𝗱 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗶𝗼𝗻 𝗰𝗿𝗲𝗮𝘁𝗲 𝘁𝗵𝗲 𝗦𝗕𝗚 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲? 〰️ ✅ For Swiss Better Gold, staying committed to artisanal and small-scale gold mining’s (#ASGM) is key. SBG recognizes ASGM potential to contribute to sustainable development in mineral-endowed communities. ✅ SBG aims to address the challenges associated with ASGM. ✅ SBG improves working and living conditions in ASGM, and facilitates the creation of responsible supply chains from ASGM operations to the Swiss🇨🇭 market. 🧐 For a deeper dive into the completion of SBG objectives, challenges and evolution, 𝗿𝗲𝗮𝗱 𝘁𝗵𝗲 𝗺𝗶𝗱-𝘁𝗲𝗿𝗺 𝗿𝗲𝘃𝗶𝗲𝘄 available on our website: https://lnkd.in/eiSEvch3 📔 The 𝟮𝟬𝟮𝟯 𝗦𝘄𝗶𝘀𝘀 𝗕𝗲𝘁𝘁𝗲𝗿 𝗚𝗼𝗹𝗱 𝗜𝗺𝗽𝗮𝗰𝘁 𝗥𝗲𝗽𝗼𝗿𝘁 is also available here: https://lnkd.in/eH58HtzF #swissbettergold #socialimpact #environmentalimpact #strongertogether Baastel Picture by Swiss Better Gold

Find the copy of the draft of the National Gold Corporation Project and Shareholders Agreement between the Independent State of Papua New Guinea and the Refinery Holdings PTE Ltd in the attachment below.

“What excites us the most at Novo is that the Egina JV tenements are considered highly prospective for significant intrusion-related gold deposits, with similar attributes to the 12.7Moz Au (JORC 2012) Hemi Gold Project,” says Novo co-chairman and acting CEO Mike Spreadborough. The Egina Gold Camp is Novo’s highly prospective gold belt in the Pilbara and includes the priority Becher and Nunyerry projects.  DYOR on Novo Resources Corp on Samso Insights on Patreon: https://hubs.ly/Q02q-GDf0 📌Registration on our Samso Insights on Patreon is free. Support us by getting on Samso Insights on Patreon. #Samso #Investments #CoffeeWithSamso #RoosterTalk #SamsoInsights #NoelOng #MineralExploration #ASX #compellingASXstories #Patreon #NovoResourcesCorp #EginaJV #NVO #Gold #GoldBelt #Pilbara

“What excites us the most at Novo is that the Egina JV tenements are considered highly prospective for significant intrusion-related gold deposits, with similar attributes to the 12.7Moz Au (JORC 2012) Hemi Gold Project,” says Novo co-chairman and acting CEO Mike Spreadborough. The Egina Gold Camp is Novo’s highly prospective gold belt in the Pilbara and includes the priority Becher and Nunyerry projects.  DYOR on Novo Resources Corp on Samso Insights on Patreon: https://hubs.ly/Q02q-K7R0 📌Registration on our Samso Insights on Patreon is free. Support us by getting on Samso Insights on Patreon. #Samso #Investments #CoffeeWithSamso #RoosterTalk #SamsoInsights #NoelOng #MineralExploration #ASX #compellingASXstories #Patreon #NovoResourcesCorp #EginaJV #NVO #Gold #GoldBelt #Pilbara

An interesting insight I read recently, and I couldn’t agree more: “Gold and gold miners possibly constitute the smallest share of global assets in the last century. The same people who previously doubted the metal's potential for entering another cycle are now criticizing the miners. If you ask me, this industry offers the most asymmetric opportunity I've seen in my career. The multitude of structural forces driving metals has yet, in my opinion, to prompt a major re-rating of the valuations of these businesses, which continue to linger at historically depressed levels.” ASX:FEG 📈 www.fareast.gold #gold #goldmining #copper #coppermining #ipo #ASX #asxnews #miningnews #smallcaps #miningindustry #preciousmetals #minesandmoney #metals #minerals #mineralexploration #mineralogy #stockhead #mininginvestment #PGEs #nickel #copper #REE #asx #investing #stockstowatch #Australia #batterymetals #EVs #rareearths #esg #renewables #renewableenergy #barrick #Newcrest #newmont #bhp #south32 #riotinto #FQML #petrosea #freeport