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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

2025-09-08

Resolute

RSG (AU/LN)

Precious Metals

Doropo lifted by 1Moz to 4.4Moz; year-end DFS and reserve update set to underpin mine life extension

Justin Chan

2025-09-05

Apollo Silver

APGO (CA)

Precious Metals

Calico MRE update sees +15% AgEq oz and new additions of Zn and BaSO4; SCPe PT up +30c

Brandon Gaspar

2025-09-05

i-80 Gold

IAU (CN)

Precious Metals

Archimedes UG permits received, enabling development in line with 150-200kozpa Phase I plan

Justin Chan

2025-09-04

Newcore Gold

NCAU (CN)

Precious Metals

Enchi drilling advances to Phase 2 targeting ounce growth at Kojina Hill; PFS commissioning in 4Q25

Justin Chan

2025-09-03

Greenheart Gold

GHRT (CN)

Precious Metals

Majorodam: 18m @ 6.4g/t trench along strike RC; Igab drilling to commence in 4Q25

Brandon Gaspar

2025-09-03

Turaco Gold

TCG (AU)

Precious Metals

Afema adds ounces at Begnopan, potential historic heap leach material, visibility on SCPe >4Moz

Justin Chan

2025-09-03

NexMetals Mining

NEXM (CN)

Energy Transition

Metallurgical test work supports high-grade copper concentrate separate from nickel-cobalt

Brandon Gaspar

2025-09-02

G Mining

GMIN (CN)

Precious Metals

Oko West receives 5-year Environmental Permit, US$190m committed, equipment delivery in 2H25

Brandon Gaspar

2025-08-28

Magna Mining Inc

NICU (CN)

Energy Transition

New R2 FW target emerges with 2.6m @ 40.8% CuEq at spot; two UG drills mobilized; PT up

Brandon Gaspar

2025-08-28

G2 Goldfields

GTWO (CN)

Precious Metals

Exclusive prospecting licenses granted encompassing Oko-Ghanie; updated MRE & PEA due 4Q25

Brandon Gaspar

2025-08-26

Energy Fuels

EFR (CN)

Energy Transition

EFR signs MoU with US DoD linked Vulcan Elements to build U.S. rare-earth magnet supply chain

Justin Chan

2025-08-26

Robex

RBX (CN) / RXR (AU)

Precious Metals

Kiniero on schedule/budget for 4Q25, concrete works complete in Aug, 35,518m drilled in Sabali

Justin Chan