Weekly Metals Mining Rundown with Peer Table - Premium Edition for Week Ending 10 Apr 2026

This past week’s top & bottom metal price and mining company peer group movers include:

This past week’s top 40 performing metals mining stocks (out of Peer Table’s 510) include (share price rounding errors apply, as sourced from Google Finance):

Covered mining company announcements incorporated into this week’s Peer Table (resource updates, economic studies, changes in project ownership):

• Intermediate gold producer G Mining Ventures Corp. (TSX:GMIN) announced Thursday (9 Apr) the acquisition of G2 Goldfields Inc. (TSX:GTWO), which just recently graduated to our gold developer group from gold explorer group with its announced maiden PEA for its flagship Oko-Ghanie project in Guyana (South America) on 18 December 2025 (see our note here: https://www.linkedin.com/posts/host-rock-capital_former-gold-explorer-now-gold-developer-activity-7408987704996028416-dUbg?utm_source=share&utm_medium=member_desktop&rcm=ACoAAASz71EBbrYwPSM9hdNBUl8LOGwqAKzEjho), which had yielded a post-tax NPV5 of US$2.6b at gold price $3,000/oz from initial capital of only $664m which covered a 3.6 mtpa process plant. And this Oko-Ghanie project by G2 is IMMEDIATELY adjacent to GMIN’s Oko West project, which yielded its own post-tax NPV5 of US$2.2b at gold price $2,500/oz from development capital of $972m covering a 6.0 mtpa process plant in a Feasibility Study released in April of last year. But now, both process plants can be combined into a single, HUGE one – which should unlock MASSIVE synergies for the combined company. G2 shareholders will receive 0.212 shares GMIN per share GTWO in this all-stock deal, resulting in GMIN and GTWO shareholders owning a reported ~80.1% and 19.9% of the combined company. GTWO stock NEARLY DOUBLED on this news - rising +95% over past week (ending 10 Apr) to C$11.29/sh, market cap C$2.9b, and market cap/oz resource US$597/oz (GMIN paid just over half of this for GTWO). GMIN stock traded roughly flat on this news - rising +6.4% over past week ending 10 Apr (in-line with our intermediate gold producer median weekly performance of +5.8%) to C$52.05/sh, with its shares outstanding set to increase by ~25% to ~297 million shares, to grow its resources by ~34% to ~13.9 Moz (after adding GTWO’s 3.5Moz) – for a proforma market cap of C$15.5b, and proforma market cap/oz resource US$805/oz Au – just above the upper-quartile-range (75-percentile) of our intermediate gold producer group (and just above median of senior gold producer group’s $648/oz) – given GMIN’s strong cash position of US$288m and especially given the strong free-cash-flow from its producing Tocantinzinho mine in Brazil - free cash flow that can now be used to help develop GMIN’s newly enlarged Tier-1 Oko project in neighboring country Guyana (making GMIN an excellent take-out target for a senior gold producer looking to expand into this region).

• Silver explorer Advance Metals Ltd (ASX:AVM) announced Wednesday (8 Apr) an initial JORC resource estimate for its Yoquivo silver (and gold) project in Mexico, which grew the project’s contained silver-equivalent ounces by a reported +92% (compared to the prior foreign/historic estimate) to 33 Moz AgEq @ 120 g/t AgEq. And including the company’s other (historic/foreign) resources in Mexico (Gavilanes and Guadalupe y Calvo), this announcement grew the company’s overall resource inventory by +17.5% to 103 Moz AgEq (1.81 Moz AuEq), which are now 60% from Ag and 39% from Au (rest Cu-Zn-Pb) at our estimated 3-month trailing average metal prices with no recovery factors. This helped AVM stock gain a WHOPPING +30% on 8 Apr, before closing the week (ending 10 Apr) up +25% at 10c/sh, market cap A$46m, and market cap/oz resource US$0.31/oz AgEq ($18/oz AuEq) - which is STILL a HUGE 69% discount to our 31-company silver explorer group median US$1.05/oz AgEq ($58/oz AuEq).

Disclaimer: Provided for informational and educational purposes on an ‘as-is’ basis, and is not investment advice. For full disclosures, visit www.hostrockcapital.com/disclosures.