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SCP Resource Finance
Research

The team of seasoned research analysts at SCP Resource Finance provide insightful equity research on selected precious and energy transition metals mining companies.

Date

Issuer

Symbol

Sector

Title

Analyst

2025-07-15

G2 Goldfields

GTWO (CN)

Precious Metals

Step change 60m @ 5.9g/t and 99.9m @ 2.2g/t at Oko NW discovery; updated MRE & PEA in 4Q25

Brandon Gaspar

2025-07-14

Royal Road Minerals

RYR (CN)

Precious Metals

Lalla Aziza: 19.0m @ 1.10% Cu near surface in first pass, optioned to own 100%; pipeline advancing

Brandon Gaspar

2025-07-14

Unico Silver

USL (AU)

Precious Metals

La Negra step-out highlights 90m @ 144g/t AgEq; assays for 29 holes outstanding; 3Q25 MRE

Justin Chan

2025-07-11

New Found Gold

NFG (CN)

Precious Metals

Resource infill: 35m @ 55g/t confirms high-grade at Keats W, new additions elsewhere; Site visit

Brandon Gaspar

2025-07-11

Turaco Gold

TCG (AU)

Precious Metals

SCP West Africa Special: Rebuilding the Production Pyramid

Justin Chan

2025-07-10

Robex Resources

RBX (CN) / RXR (AU)

Precious Metals

Impressive Mansounia infill derisks mining; US$25m freed up as Kiniero advances for first prod

Justin Chan

2025-07-10

G2 Goldfields

GTWO (CN)

Precious Metals

Anglo exits but shares placed in ‘good hands’; New Oko Discovery (prev. 42m @ 1.4g/t) stays G2

Brandon Gaspar

2025-07-10

Discovery Silver

DSV (CN)

Precious Metals

Site visit: Porcupine ramp up and mill improvements underway; PEA targets reiterated

Brandon Gaspar

2025-07-09

Meridian Mining

MNO (CN)

Precious Metals

High-grade Au-Cu infill at Cabaçal pit – 28.6m @ 3.5g/t AuEq; New licenses add regional torque

Brandon Gaspar

2025-07-09

GoGold Resources

GGD (CN)

Precious Metals

Parral MQ25 production beat against SCP estimates (+29%), 555koz AgEq (incl. 202koz Ag)

Brandon Gaspar

2025-07-09

Magna Mining

NICU (CN)

Energy Transition

New zone below No. 3 orebody 2.9m @ 4.8% CuEq and second zone beneath Keel

Brandon Gaspar

2025-07-09

i-80 Gold

IAU (CN)

Precious Metals

I-80 update: Phase I narrowed to 2 UGs plus autoclave by end 2028, defers US$164m Cove capex

Justin Chan