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- Weekly Metals Mining Rundown with Peer Table - Premium Edition for Week Ending 7 Nov 2025
Weekly Metals Mining Rundown with Peer Table - Premium Edition for Week Ending 7 Nov 2025
Gold prices held the line at $4,000/oz this past week, which helped gold producers lead among mining stocks; Most other metal prices dipped especially uranium and copper which fell -6% and -2%, causing most uranium miners to fall by double digit percent while most other metals miners fell by multiple percent.
Host Rock Capital
November 08, 2025
This past week’s top & bottom metal price and mining company peer group movers include:
7 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):
6 Nov 2025 - Copper developer Solaris Resources (TSX:SLS) today announced a PFS and maiden reserve for its large Warintza project including a substantial increase to mineral resources, which grew to 42 Blbs CuEq (58 Moz AuEq) including 27 Blbs Cu and very low grade Au, Mo, and Ag (65% Cu by metal value at our 3-month trailing average metal pricing), including M&I 3.7 Bt @ 0.24% Cu, 0.01% Mo, 0.04 g/t Au, 1.2 g/t Ag for a reported 0.32% CuEq. Reported post-tax NPV8 was US$4.6b at $4.50/lb Cu from initial capex of $3.7b. SLS and this now fairly advanced stage large copper project traded up +4.7% on 6 Nov on this news to C$9.4/sh, before closing week (ending 6 Nov) up +11% to C$9.85/sh, market cap C$1.6b, P/NAV (market cap/post-tax NPV) of 0.44x - in between (near the middle of) our 34-company copper developer peer group median 0.23x and mean 0.63x at same Cu price.
7 Nov 2025
4 Nov 2025 - Gold developer Antilles Gold (ASX:AAU) announced updated PFS economics for its 50%-owned Nueva Sabana copper-gold mine project in Cuba. Pre-tax NPV8 was US$137m from inital capex of US$7m. AAU stock traded up +12.5% on 4 Nov after this news to ~1c/sh, where it closed the week (ending 7 Nov) at market cap A$25m, market cap/oz resource US$15.7/oz (vs. median $47/oz AuEq), P/NAV (market cap/70% of 50% attributable pre-tax NPV for two half-owned JV projects in Cuba) of 0.15x - a 62% discount to gold developer median 0.39x (both at our reference gold price of US$2,000/oz AuEq).
7 Nov 2025
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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