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
2026-04-10
Emerald Resources
EMR (AU)
Precious Metals
MQ26: Solid quarterly production at 26.3koz at ~US$900/oz AISC, cash/bullion up to A$399m
Justin Chan
2026-04-09
West Point Gold
WPG (CN)
Precious Metals
Third prospect emerges: 32m @ 1.05g/t Au at Sheep Trail 600m South of Tyro; 3 rigs active
Brandon Gaspar
2026-04-09
G Mining
GMIN (CN)
Precious Metals
G2 consolidation brings real synergies and expanded production towards SCPe 600-700koz pa LT
Brandon Gaspar
2026-04-09
G2
GTWO (CN)
Precious Metals
G Mining C$3.0bn share bid at SCPe ~0.4xNAV5%-spot; recommendation lifted to TENDER
Brandon Gaspar
2026-04-09
Benz Mining
BZ (CN)
Precious Metals
11m @ 6.4g/t Hurricane trend analogous to Zone 126; Thunderbolt drilling to start
Brandon Gaspar
2026-04-08
Newcore Gold
NCAU (CN)
Precious Metals
Enchi drilling: Sewum adds ounces below pit supporting continuity at depth; PFS slated for June 2026
Justin Chan
2026-04-08
i-80 Gold
IAU (CN)
Precious Metals
Archimedes upper drilling supports grade and continuity; I-80 now well-funded to execute
Justin Chan
2026-04-08
Andean Precious Metals
APM (CN)
Precious Metals
1Q26 production – strong beat with production guided to improve further in H2
Justin Chan
2026-04-07
STLLR Gold
STLR (CN)
Precious Metals
Jonpol back in play: 5.9m @ 16.5g/t recaptures ‘lost’ ounces + opens strike runway
Brandon Gaspar
2026-04-02
Sovereign Metals
SVM (AU)
Base & Bulk
Kasiya rehab near 2y completion with 5x improved maize yields; DFS integration underway
Justin Chan
2026-04-01
NexMetals
NEXM (CN)
Energy Transition
Selebi North UG: 18.8m @ 4.69% CuEq headlines final 2025 drill results
Brandon Gaspar
2026-04-01
Skeena Resources
SKE (CN)
Precious Metals
Eskay halfway through the build; first gold in 2Q27 reiterated; stream buyback accretive, lifting our PT
