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- Daily Metals Mining Rundown and Peer Table - Free Edition for 6 Feb 2025 (intraday ASX)
Daily Metals Mining Rundown and Peer Table - Free Edition for 6 Feb 2025 (intraday ASX)
Daily rundown of mining company announcements and movements in metal prices and mining equity valuations according to our attached Metals Mining Peer Table, which is a compilation of publicly available information covering 9 important metals and more than 400 mining stocks listed globally, and includes the mineral resource holdings of all 400+ companies and project NPV information for some 140+ developers, all retrieved from the companies' published technical reports.
Host Rock Capital
February 05, 2025
Today’s metal price movements intraday ASX (over past ~8 hrs) include:
Copper price up +0.8% to $4.45/lb Cu
Silver price down slightly -0.4% to $32.37/oz Ag
Platinum price down slightly -0.3% to $1,009/oz Pt
Gold price down slightly -0.2% to 2,869/oz Au
Today’s metals minig peer group mover intraday ASX (including yesterday’s TSX movements) include:
Senior gold producers’ peer group median share performance is up +3.5% to a median market cap/oz resource of $213/oz AuEq
Silver explorers’ median is up +3.3% to median market cap/oz of $0.30/oz AgEq ($26/oz AuEq)
PGM developers’ median is up +1.9% to median market cap/oz of $4/oz PdEq ($11/oz AuEq) and to a median P/NAV of 0.1x (at our Reference palladium price of $1,800/oz Pd)
Gold developers’ median is up +1.5% to median market cap/oz of $23/oz AuEq) and to a median P/NAV of 0.21x (at our Reference gold price of $1,800/oz Au)
Silver producers’ median is up +1.4% to median market cap/oz of $1.17/oz AgEq ($101/oz AuEq)
Uranium producers’ median is down -1.5% to median market cap/lb of $8.44/lb U3O8 ($300/oz AuEq)
Lithium hard rock explorers’ median is down -1.2% to median market cap/t of $23/t LCE ($6/oz AuEq)
Lithium producers’ median is down -0.6% to median market cap/t of $292/t LCE ($75/oz AuEq)
Cobalt producers’ median is down -0.3% to median market cap/lb of $0.24/lb Co ($58/oz AuEq)
No metals mining company announcements incorporated into today’s Peer Table (resource updates, economic studies, changes in attributable project ownership)
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