Mining Review 8th June 2025
A terrible end to the week saw three of our best tier 1 watchlist stocks crash in price, with only one, Ora Banda Mining actually announcing any bad news.
Orla Mining and G Mining Ventures reversed badly on no news, although the gold price fell around 1%, so that would account for some of the fall, but not all.
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Orla Mining – Musselwhite Gold Mine – Credits Orla Mining
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City Investors Circle Mining Review 8th June 2025
A terrible end to the week saw three of our best tier 1 watchlist stocks crash in price on Friday, with only one, Ora Banda Mining actually announcing any bad news.
Orla Mining and G Mining Ventures reversed badly on no news, although the gold price fell around 1%, so that would account for some of the fall, but not all.
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These three companies represent my largest personal holdings, so this was probably the biggest financial hit my personal portfolio has ever taken in a single day, and very painful.
I am a long term investor though, and I have learned to ride out some temporary market noise as long as the company fundamentals look similar to when I made my original investment decision.
I see no reason to sell any of the companies listed above, because I believe in their management’s ability, and the projects quality to create shareholder value over the longer term.
If Orla Mining falls much more I may take the opportunity to top up as I am underweight Orla, a mistake I would like to rectify if the opportunity presents itself.
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Silver is the metal to watch at the moment, it’s really on a march, up 9.8% in the week, whilst gold trod water.
The gold silver ratio is down at 92, against the recent high of 103.2.
The PGM group are also rising, with Platinum and palladium 7% and 6% respectively.
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A list of all the significant news releases from our watchlist companies is below, please click on the link to be taken to the full story.
Ora Banda Mining Slumps on FY25 Guidance Update
Caprice Resources $7M Placement to Accelerate Exploration
Minerals 260 Bullabulling Gold Project Drilling Results
West Red Lake Gold Highlights Bulk Sample Learnings
G2 Goldfields Drills 76m @ 1.5 g/t Au and 3m @ 12.5 g/t Au
Barton Gold $3m Premium Placement Complete, Drilling Underway
Market Review May 2025 Published
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Market Data
Weekly Price Changes
(US$ unless stated).
| Metal Prices | Price | Weekly % change |
| Gold price in UK £ | 2451 | 0.57% |
| Gold in AUD$ | 5101 | -1.20% |
| Gold | 3313 | -0.21% |
| Silver | 36.04 | 9.28% |
| Palladium | 1037 | 6.36% |
| Platinum | 1159 | 7.61% |
| Rhodium | 5575 | 3.24% |
| Copper | 4.89 | 5.16% |
| Nickel | 6.93 | 1.46% |
| Zinc | 1.2 | -1.64% |
| Tin | 14.5 | 1.05% |
| Cobalt | 15.29 | 0.00% |
| Lithium | 8489 | -1.30% |
| Uranium | 70.4 | -0.78% |
| Iron Ore | 96.3 | -3.80% |
| Coking Coal | 185 | -2.37% |
| Thermal coal | 107.3 | 4.17% |
| Metal ETFs | Price | Weekly % change |
| GLD | 305.18 | 1.17% |
| GDX | 51.62 | 3.38% |
| GDXJ | 69 | 7.75% |
| Sil | 48.36 | 15.14% |
| SILJ | 14.98 | 14.79% |
| GOEX (PCX) | 47.11 | 5.75% |
| URA | 33.64 | 2.87% |
| COPX | 43.18 | 5.73% |
| HUI | 419.12 | 5.26% |
| Gold / Silver ratio | 91.93 | -8.68% |
| 10 yr T bond (TNX) | 4.51 | 0.67% |
| 2 yr T bond US2Y | 4.04 | 1.25% |
| US index (DXY) | 99.2 | -0.15% |
| SPJXGD TSX V gold sub | 89.84 | 9.56% |
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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.
Our audience is selected and invited individually to ensure interest and relevance for the presenting company.
Meetings are non-deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.
We create awareness and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.
If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com
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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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