Category: Investor’s Corner

Aura Minerals reported strong Q2 2025 and H1 2025 results: Q2 net revenue rose 42 % to US $190.4 M, with H1 revenue up 32 % to US $352.2 M. Adjusted EBITDA hit a record US $106.2 M in Q2, the fourth straight quarterly record. Production increased slightly, costs remained controlled, and the company swung to a net profit in Q2 versus a loss last year. Borborema began ramping up, and strategic milestones include a U.S. IPO and key project updates.

Gold Resource Corporation reported Q2 2025 results for its Don David Gold Mine, producing 2,420 gold equivalent ounces. Despite lower production due to aging equipment and limited production zones, the company secured $6.28 million in loans and $5.6 million via ATM sales to fund equipment upgrades and development. Net loss was $11.5 million, with high cash costs impacting profitability.

Aura Minerals declared a quarterly dividend of US $0.33 per common share and US $0.11 per Brazilian Depositary Receipt (BDR) based on its Q2 2025 results. The dividend will be paid in late August/early September 2025 to holders of record in mid-August, and reflects a 7.4 % trailing-12-month yield including buybacks.

Orla Mining updates on Camino Rojo pit wall event (July 23): no injuries/damage. Action plan includes 50-80m north wall pushback, removing 9Mt oxidized ore (0.74 g/t Au) for heap leach. Revised 2025 guidance: 265-285koz gold, cash costs $900-1,100/oz, AISC $1,350-1,550/oz due to deferred production.

Fresnillo plc reported a strong 1H25 with a 27.1% rise in adjusted revenues to US$1,982.9m, driven by higher gold and silver prices. Gold production increased 15.9% to 313.8 koz, while silver production fell 11.7% to 24.9 moz. EBITDA surged 102.5% to US$1,102.1m, and free cash flow reached US$1,026.1m. An interim dividend of 20.8 US cents per share was declared.

Southern Copper Corporation is negotiating with the Mexican government to unlock over $10.2 billion in stalled mining investments, including projects in Angangueo, Chalchihuites, El Arco, and El Pilar. Over $600 million will be invested by 2025 to modernize infrastructure and enhance sustainability, pending environmental and operational approvals, strengthening SCC’s position as a leading copper producer.

Odyssey Marine Exploration, Inc. (NASDAQ: OMEX) secured over $8 million in 2025 through stock purchases and warrant exercises, funding operations through year-end. This includes $7.6 million from 6.9 million shares, $506,000 from 460,000 warrants, and $2.5 million in converted notes. The company is advancing U.S. offshore mineral projects, Cook Islands initiatives, and a Mexico phosphate project, with updates at the August 21 Emerging Growth Conference.

Aura Minerals plans to voluntarily delist its common shares from the Toronto Stock Exchange (TSX) following its July 16, 2025 Nasdaq listing, aiming to consolidate U.S. trading and improve liquidity. The delisting timing is subject to TSX and Brazilian regulator approvals, and rights of holders of B3-listed BDRs will remain unaffected.

Alpayana S.A.C. completed the privatization of Sierra Metals Inc. through an amalgamation with a subsidiary, forming Amalco, which retained the name Sierra Metals Inc. Sierra shareholders received one Amalco Series A preferred share per Sierra share, later acquired by Alpayana Canada for C$1.15 each. Amalco is now wholly owned by Alpayana Canada, with Sierra shares to be delisted from the TSX on August 6, 2025.

Regency Silver Corp. announced that at its annual general and special meeting on August 1, 2025, in Vancouver, shareholders approved all proposed matters. These include setting the board to four directors, electing Bruce Bragagnolo, Michael Thomson, Michael Tucker, and Patrick Elliott as directors, re-appointing Manning Elliott LLP as auditors, and approving the stock option plan.