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- Weekly Metals Mining Rundown with Peer Table - Premium Edition for Week Ending 14 Nov 2025
Weekly Metals Mining Rundown with Peer Table - Premium Edition for Week Ending 14 Nov 2025
Lithium price was back on top this week rising +6% to nearly $12,000/t Li carb, helping many Lithium mining stocks gain by double digit percent, while silver and gold prices rose then fell but held the line above $50/oz and $4,000/oz and closed the week up +5% and +3%, helping most silver and gold mining stocks rise by more than 5%;
Host Rock Capital
November 15, 2025
This past week’s top & bottom metal price and mining company peer group movers include:
14 Nov 2025
This past week’s top 40 performing metals mining stocks (out of Peer Table’s 502) 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):
12 Nov 2025 - Silver developer Vizsla Silver (TSX:VZLA,NYSE:VZLA) yesterday announced feasibility study results for its flagship 100%-owned Panuco silver-gold project located in Mexico. Reported HIGH-GRADE maiden reserve was 12.8Mt @ 249 g/t Ag and 2.01 g/t Au (for a reported 416 g/t AgEq) containing 103 Moz Ag and 0.83Moz Au. According to NPV sensitivity provided in the study, post-tax NPV5% at our 3-month trailing average silver price of US$39.6/oz Ag was US$2.1b (which is a 50% increase from prior 2024 PEA results at this metal price!). VZLA stock traded up +12% on 12 Nov following this news, before closing the week (ending 14 Nov) up +6% at US$4.60/sh, market cap US$2.2b, and P/NAV 1.0x for this advanced feasibility-stage, best in-class PRIMARY SILVER developer (resource is ~ 55% Ag / 45% Au by metal value) - which will perhaps approach ~2x upon reaching production or being acquired.
12 Nov 2025 - Nickel explorer and former gold explorer – now gold developer – WIN Metals (ASX:WIN) announced scoping study results for its Butcher Creek project in West Australia. Study contemplates open pit and underground mining, 600 ktpa CIL plant and associated infrastructure, with 9 year LOM, processing 3.29 Mt @ 2g/t Au for 200koz recovered. Pre-tax NPV8 was A$143m from pre-production capital of A$142m. Including both nickel and gold assets, WIN hosts mineral resources of 1.25 Moz AuEq (629 Mlbs NiEq) which are 66% from Ni, 31% from Au, rest Li (across 3 deposits). WIN stock traded flat this week (endind 14 Nov) at ~4c/sh, market cap A$31m, and market cap/oz resource US$16.2/oz AuEq ($0.032/lb NiEq) – a 68% discount to gold developer group median US$52/oz (and in between Ni explorer group median $0.023/lb and mean $0.078/lb NiEq). On P/NAV taken as market cap/70% of pre-tax NPV, WIN trades at 0.48x – around the 80-percentile range of our gold developer group (with median 0.14x and mean 0.20x) at our 3-month trailing average gold price $3,467/oz.
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.
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