JustMining

💰 Smart Money Says Billionaire investor John Paulson believes gold could approach US$5,000/oz over the coming years. His view is based on sustained central bank buying, geopolitical uncertainty and long-term demand for hard assets. Are investors still underestimating gold? #Gold #Mining #Resources

⭐⭐⭐⭐⭐ High Impact $ERD.TO (TSX:ERD | OTCQX:ERDCF) Erdene Reports Stronger Q2 Gold Production at Bayan Khundii Erdene Resource Development reported Q2 gold production of 11,709 ounces, a 37% increase over the previous quarter at the Bayan Khundii Gold Mine in Mongolia. The improvement was driven by: • Higher processed ore grades • Improved ore control • Reduced dilution • Continued strong process plant performance Since first gold was poured in September 2025, the mine has produced 27,670 ounces of gold. Investor Takeaway: Higher grades and improving operational performance indicate the mine continues to ramp up successfully and may strengthen future cash flow. What to Watch Next: • Q3 production performance • Cost trends • Operational guidance • Regional exploration updates #Mining #Gold #Mongolia #Erdene #GoldMining

⭐⭐⭐⭐⭐ High Impact $DSV.TO (TSX:DSV | OTCQX:DSVSF) Discovery Confirms Large-Scale Growth Potential at Pamour Gold Deposit @DiscoverySilver (Discovery) reported new drilling results from its Pamour Project in Ontario, confirming a 4 km mineralized system while expanding resources across multiple open-pit areas. Highlights include: • 3.05 g/t Au over 30.0 m • 8.04 g/t Au over 6.5 m • 17.36 g/t Au over 5.9 m at a new target The results support the company’s strategy to expand resources and increase future production potential at Pamour. Investor Takeaway: Consistent resource growth around an existing mine can extend mine life, improve project economics and unlock additional value over time. What to Watch Next: • Additional exploration results • Updated resource estimate • Mine expansion plans • Milling capacity updates #Mining #Gold #Exploration #Ontario #Discovery #Silver

⭐⭐⭐⭐⭐ High Impact $TECK / $TECK.B (TSX:TECK.A | TSX:TECK.B | NYSE:TECK) Teck Resources Reports Q2 Results Tomorrow, set the alarm clock! @TeckResources is scheduled to release its second quarter 2026 financial results before the market opens tomorrow. Investors will be focused on: • Copper production and sales performance • Zinc operations • Highland Valley Copper performance • Trail Operations update • Management outlook and guidance As one of Canada’s largest diversified mining companies, Teck’s results can provide valuable insight into broader trends across the copper and zinc sectors. Investor Takeaway: Quarterly earnings provide one of the clearest indicators of operational performance and future outlook. Guidance and management commentary will be just as important as the financial results. What to Watch Next: • Q2 earnings release • Conference call and management guidance • Copper market outlook • Capital allocation updates #Mining #Copper #Zinc #TeckResources #Investing Investor webcast: teck.com/news/events/q2-2026…

⭐⭐⭐⭐⭐ High Impact $SEA.TO (TSX:SEA | NYSE:SA) Seabridge Gold Secures US$100 Million Credit Facility to Advance KSM @SeabridgeGold has secured a US$100 million unsecured credit facility to advance its 100%-owned KSM Project in British Columbia, one of the world’s largest undeveloped gold-copper projects. The funding will support: • Road construction • Geotechnical drilling • Metallurgical test work • Environmental studies • Feasibility engineering The work continues to de-risk the project while the company advances discussions around a future development partner. Investor Takeaway: Continued funding allows KSM to progress critical engineering and permitting work while strengthening the project’s long-term development outlook. What to Watch Next: • Summer field program progress • Engineering milestones • Strategic partnership announcements • Permitting updates #Mining #Gold #Copper #KSM #Investing

⭐⭐⭐⭐⭐ High Impact $IVN.TO (TSX:IVN | OTCQX:IVPAF) Ivanhoe Mines Continues Building One of the World’s Premier Copper Growth Stories Ivanhoe Mines reported second-quarter copper production of 64,328 tonnes from the Kamoa-Kakula Copper Complex while also delivering a record quarter at the Kipushi zinc mine. The company continues commissioning Africa’s largest copper smelter and advancing a new 60 MW solar power facility with battery storage to support long-term operations. Investor Takeaway: Ivanhoe continues combining production growth with major infrastructure investment, strengthening its position as one of the mining sector’s leading long-term copper growth companies. What to Watch Next: • Q2 financial results • Copper smelter ramp-up • Project 95 expansion progress • Western Forelands exploration updates #Mining #Copper #Africa #IvanhoeMines #CriticalMinerals

⭐⭐⭐ Medium Impact Mining Innovation The future of mining is being shaped by more than commodity prices. Automation, artificial intelligence, electrification, remote operations and digital technologies are transforming how mines are designed, operated and maintained. Companies investing in innovation today are positioning themselves for lower operating costs, improved safety and greater productivity over the coming decade. Investor Takeaway: Technology leaders could gain a competitive advantage through improved efficiency and lower operating costs, making mining innovation a trend worth following. What to Watch Next: Watch for announcements involving autonomous equipment, AI-powered mine planning, battery-electric fleets and digital mining solutions. #Mining #Innovation #Technology #FutureMining #Investing

⭐⭐⭐⭐⭐ High Impact $AAL (LSE:AAL) Anglo American reports its Q2 production results on the 30th July 2026, with investors closely watching: • Copper production • Iron ore performance from Kumba and Minas-Rio • Quellaveco operating performance • Operating costs • Any changes to FY2026 guidance Production reports from major diversified miners often influence sentiment across the broader mining sector. Strong results could provide a positive read-through for peers including $BHP (ASX:BHP | NYSE:BHP), $RIO (ASX:RIO | LSE:RIO | NYSE:RIO) and other global producers. Investor Takeaway: Production, costs and guidance will likely drive market reaction. Any positive surprises could improve sentiment across the diversified mining sector. What to Watch Next: Watch for any guidance changes, copper production performance and management commentary on costs. Register/ listen in: angloamerican.com/investors #Mining #Copper #IronOre #Commodities #Investing

🚨 BREAKING 🔴 HIGH ⛏️ $LUN.TO (TSX:LUN | Nasdaq Stockholm:LUMI) Lundin Mining Updates Chile Operations Following Winter Storms Lundin Mining provided an update on its Chilean operations following severe winter weather, outlining operational impacts while recovery efforts continue. Investors will be watching closely for any effect on future production guidance. 📈 Market Impact: Any prolonged disruption could influence near-term copper production and investor sentiment. 🔗 @LundinGroup #Mining #Copper #TSX

🚨 BREAKING 🔴 HIGH ⛏️ $BHP (ASX:BHP | NYSE:BHP) BHP Reports Record Annual Iron Ore Production BHP reported record annual iron ore production while delivering around 2Mt of copper for a second consecutive year. The results highlight strong operational performance across its major mining assets. 📈 Market Impact: Reinforces confidence in BHP’s operational strength and long-term earnings potential. 🔗 @BHP #Mining #IronOre #Copper #ASX #NYSE

🚀 BHP COPPER & POTASH POWER PLAY: Partnering with Microsoft to accelerate copper discovery via AI/tech + signing major rail agreements for Jansen Potash (world-class project advancing fast). Copper now >50% of earnings—supercycle exposure on steroids with $10B+ capital recycling firepower for more deals. @bhp $BHP