Kodal Minerals PLC (AIM:KOD), the West African lithium producer, has received an initial $13 million repayment from the operator of its Bougouni project in Mali, as strong spodumene prices continue to underpin the operation. The payment from mining company Les Mines de Lithium de Bougouni (LMLB) to Kodal Mining UK (KMUK) represents the first repayment of loans advanced to finance capital expenditure at the mine.
Aura Minerals receives a Buy rating, supported by a high-quality asset base, robust production growth, and strong execution. AUGO's diversified gold and copper portfolio, second-quartile AISC, and disciplined capital allocation underpin its competitive positioning and risk mitigation. Key catalysts include Era Dorada's development, Matupá FID, and copper portfolio expansion, with potential production growth from 500 koz to 800–1,000 koz.
Hudbay Minerals (HBM) offers compelling 70%+ copper production growth potential, with shares down nearly 30% on sector-wide risk-off sentiment rather than company-specific issues. HBM reported strong Q1 results, reaffirmed 2026 guidance, and now boasts a near-zero net debt/EBITDA ratio, positioning it well for upcoming growth investments. The Arizona Sonoran acquisition and Copper World project create a top-three North American copper district, targeting over 250,000 tonnes annual output by 2030 and 350,000+ longer term.
Vault Minerals Limited (REDLF) M&A Call Transcript
Arc Minerals Limited (AIM:ARCM, OTC:ACMNF, FRA:DFYA), the Africa-focused copper explorer, is preparing to start drilling at its Virgo project in Botswana in August as its geophysical programme nears completion. The London-listed company said it is in advanced talks with drilling contractors and expects to make a selection in July.
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) said it has entered into an agreement to raise up to C$10 million through an offering of ordinary shares. The offering will see up to 50 million shares sold at C$0.20 apiece under a commercially reasonable efforts arrangement.
China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.
Genesis Minerals has made a rival bid for Vault Minerals that values the Australian gold miner at $3.9 billion, trumping an agreed merger with Regis Resources.
HBM secures approval to boost Constancia's mill capacity to 34 million tons annually, extending mine life and supporting infrastructure upgrades.
AUGO's shares have surged 20% year to date as strong revenues, rising gold output, Borborema ramp-up and growth projects fuel momentum.
Here is how Minerals Technologies (MTX) and Perimeter Solutions, SA (PRM) have performed compared to their sector so far this year.
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) CEO Dr Tim Coughlin talked with Proactive about how the company's long-term exploration strategy in Colombia remains focused on community relationships while monitoring the implications of a new administration taking office in the country. Coughlin said it is still too early to make definitive conclusions about the political transition, but stressed that there has been no change to the company's approach at its flagship GAM project, where drilling activities continue.