Mining Review 13th July 2025
A very poor week for our producing watchlist companies, with good news being ignored.
Orla Mining and Kaiser Reef both reported record production at their projects in the last quarter. G Mining Ventures achieved nameplate capacity at the TZ mine, and West Red Lake Gold reported a positive PEA for Rowan.
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Kaiser Reef Henty Gold mine, Tasmania – Credits Kaiser Reef
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City Investors Circle Mining Review 13th July 2025
Mining Review 13th July 2025
A very poor week for our producing watchlist companies, with good news being ignored, or sold into. The price of gold and silver has held steady, so its just selling to rotate into early stage juniors as some commentators are stating, or profit taking.
The price of copper has surged around 10% in a week on Trump tariff fears, and a rush to import into the USA before any tariffs take effect. I think tariffs on copper would damage US industry so I seriously doubt they will occur, and if they do, only for a short while.
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Orla Mining and Kaiser Reef both reported record production at their projects in the last quarter.
G Mining Ventures achieved nameplate capacity at the TZ mine, yet the price has fallen back almost a third from the peak a couple of months ago.
West Red Lake Gold Mines reported a positive PEA for Rowan. Normally this would cause a rise in share price, but WRLG has lost momentum since the fatality in the mine a couple of weeks ago. I suspect investors want some detail as to culpability before investing now.
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A list of all the significant news releases from our watchlist companies last week is below, please click on the link to be taken to the full story.
G Mining Ventures Achieved Nameplate Capacity at Tocantinzinho
Orla Mining Achieved Record Quarterly Production
West Red Lake Gold Announced a Positive PEA for the Rowan Project
Kaiser Reef Production Update – June Quarter
Wesdome Gold Mines Completed an Acquisition of Angus Gold
G2 Drills Multiple Near Surface Intercepts in New Oko Discovery Area
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Market Data
Weekly Price Changes
(US$ unless stated)
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| Metal Prices | 130725 | Weekly % change |
| Gold price in UK £ | 2486 | 1.51% |
| Gold in AUD$ | 5102 | -1.18% |
| Gold | 3355 | 0.54% |
| Silver | 38.32 | 3.71% |
| Palladium | 1216 | 6.39% |
| Platinum | 1399 | 0.58% |
| Rhodium | 5550 | 3.74% |
| Copper | 5.59 | 11.42% |
| Nickel | 6.87 | -0.87% |
| Zinc | 1.24 | 0.00% |
| Tin | 15.22 | -0.85% |
| Cobalt | 15.12 | 0.00% |
| Lithium | 8723 | 0.76% |
| Uranium | 73.8 | -5.02% |
| Iron Ore | 104.6 | 2.75% |
| Coking Coal | 177 | -1.28% |
| Thermal coal | 113 | -0.88% |
| Metal ETFs | Price | Weekly % change |
| GLD | 309.14 | 0.65% |
| GDX | 52.42 | -0.93% |
| GDXJ | 68.84 | 0.57% |
| Sil | 50.84 | 3.56% |
| SILJ | 15.81 | 4.98% |
| GOEX (PCX) | 46.01 | 0.46% |
| URA | 37.51 | -1.03% |
| COPX | 45.16 | -2.80% |
| HUI | 430.35 | 0.81% |
| Gold / Silver ratio | 87.55 | -3.06% |
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City Investors Circle is based in the financial district in the City of London
We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.
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This website is not sponsored, we are truly independent, and will always remain so.
Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.
All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.
These articles are for awareness and informational purposes only, and are not recommendations in any form. Always consult an investment professional.
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Declaration
At the time of writing the author may hold positions in any of the stocks mentioned.
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