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German speaking newsletter for #Gold, #Silver, #Commodities #mining and #exploration #stocks since 2006. Nothing is financial advice!

Deutschland - Germany
Joined June 2009
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DER GOLDREPORT - #Gold #Silver retweeted
Since 2021, solar makers and coin buyers have taken more silver each year than mines and recycling supply. Five deficits and a sixth forecast for 2026 add up to 762.3 Moz, 90.3% of a year's mine output. "Deficits don't matter, until they do," as the Silver Institute puts it.
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$CHN Chalice Mining: New shallow, high-grade, greenfieldcopper-gold discovery (Kestrel) within Chalice’s 100%-owned Warrego North Project, in the Tennant Creek Mineral Field, Northern Territory. •Exceptional high-grade copper-gold mineralisation intersected in the discovery hole:   •15m @ 8.6g/t gold, 0.54% copper from 78m (WCRC001), including a very high-grade gold sub-interval of:
2m @ 56.7g/t Au, 0.88% Cu from 81m, within a broader copper-gold zone of: •27m @ 0.42% Cu, 4.8g/t Au from 78m.
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DER GOLDREPORT - #Gold #Silver retweeted
Congrats to @PLS on another standout quarter. I bought more this week after the #lithium stock rout.
$PLS recorded its highest quarterly production at Pilgangoora, producing 267.6kt of spodumene concentrate in the September Quarter, up 25% on the previous quarter. Unit operating costs fell 12% to $539/t, with revenue of $563M. 🔗 Read more: pls.com/news/september-quart… #Lithium #ASX #Mining
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If you like Silver and the exploration game, have a look at BP Silver. That’s the message. Thanks @goldseek for the interview $BPAG.NE
BP Silver Releases More High-Grade Silver Results, Signs of a Very Large System ... A special interview with three-key members of BP Silver Corp. join me to discuss the latest high-grade silver and gold mineralization at Jalsuri North, which is at the edge of this very large system, roughly 10 km² exposed with almost 1,000 m of vertical extent. Tim Shearcroft, Dr. Mark Cruise and Dr. Stewart Redwood discuss what these results are telling us, what is left to drill during Phase II and what milestones are to come. The latest drill results include 10 meters grading 183.62 g/t silver and 0.59 g/t gold, near surface, including over 1/2-kilogram of silver equivalent over 2-meters. The gold results are an unexpected bonus. More drill results are pending from Jalsuri North, drilling is now underway at the core of the system at Poconita Chica and Poconita Grande, which is 2-4x the size of Chica. This will be the first ever drill hole placed into Grande. The company remains well cashed up with warrants in the money. Well-funded through Phase III drilling, which comes next year. What makes this project and Bolivia so exciting? Dr. Cruz and Dr. Redwood describe Bolivia as heavily underexplored, with outcropping mineralization that has never been drilled. They compare the project to recent discoveries there from 2019 to 2022 they were involved with. Dr. Redwood says the project is exceeding expectations, both individuals have extensive experience in this part of the world, each with over 30-years of experience. Please listen more to understand what is taking place at Cosuño and what milestones are yet to come. Learn more at: bpsilvercorp.com/ Symbols: $BPAG.V $BPSCF
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DER GOLDREPORT - #Gold #Silver retweeted
Gold miners have the cleanest balance sheets…
A reminder: If gold miners were a single sector, they would have the cleanest balance sheets, the strongest profit margins, and the most attractive valuations in the market today. tavicosta.substack.com/p/top…
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This is a big system! $BPAG.NE
BP Silver Corp. Intersects 10.0 Meters Grading 183.62 g/t Silver and 0.59 g/t Gold (239.65 g/t Silver Equivalent) 🔗 Read the full news at bpsilvercorp.com/news-releas… 🔗 $BPAG $BPSCF
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Strong initial results from Whiterock Lithium and the Banana Project in Quebec. Good thicknesses with good grades, while the potential for by-products—such as tantalum—remains to be determined.... $WLC.ax $WLC
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Gold and silver are going negative, confirmed
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An interesting strategic shift for NGX into the Damara Gold Belt in Namibia. Companies such as WIA Gold, Koryx, and Ongwe have already achieved notable success there, and now the Middlemas-led firm is entering the fray with a 1,300-square-kilometer land package. $NGX.ax
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DER GOLDREPORT - #Gold #Silver retweeted
And the world is shorting #lithium and other #criticalmetals This won’t end well…
134 new lithium mines are needed to meet 2050 demand. That's a new mine every two months for the next 24 years, representing a total of ~7 million tones LCE. Out of the total 134 new mines, 44 of those are required to cover demand growth between 2040 and 2050 alone #lithium
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WHITEHAVEN $WHC Q1 FY27: • 11.0Mt managed ROM production (+22% YoY) • 6.0Mt equity coal sales • A$226/t realised price • NSW realised A$198/t • Queensland realised A$257/t • Unit costs at the LOW end of FY27 guidance • Net debt ~A$1.4bn • FY27 guidance maintained Sales were impacted by port disruptions, pushing some tonnes into Q2. With production strong, costs controlled and coal prices improving, cash flow should strengthen as deferred sales are recovered.
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🤓$NEM
NEWMONT $NEM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY 🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢 🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴 🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢 🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴 FY26 Guide: 🔹 Attributable Gold Production: 5.3M ounces 🔹 Gold By-Product AISC: $1,520/oz 🔹 Sustaining Capital: $1.95B 🔹 Development Capital: $1.4B Q4 Guide: 🔹 Attributable Gold Production: 1,365 koz 🔹 Gold By-Product AISC: $1,900/oz Other Q3 Metrics: 🔹 Attributable Gold Production: 1.30 Moz 🔹 Realized Gold Price: $4,317/oz 🔹 Gold By-Product AISC: $1,454/oz 🔹 Gold By-Product CAS: $832/oz 🔹 GAAP EPS: $2.35 🔹 Operating Cash Flow: $2.77B 🔹 Net Cash Position: $3.2B Capital Return: 🔹 Dividend: $0.26/share 🔹 Returns Since Last Call: $1.9B 🔹 Buybacks Since Last Call: $1.6B 🔹 Remaining Authorization: $2.8B Key Updates: 🔹 Adjusted net income excludes a $40M gain on asset and investment sales 🔹 Net cash position is before the planned payment of $1.95B to Barrick, expected in Q4 🔹 Red Chris Block Cave full-funds investment decision expected in early 2027 🔹 Tanami Expansion 2 commercial production now expected in the first half of 2027 Comments: 🔸 “Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio.”
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DER GOLDREPORT - #Gold #Silver retweeted
BREAKING: U.S. 10-year yield sinks -15bps to below 5% for the first time since Sept. 23
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You can buy $YAL 32% below its annual high, and $WHC more than 20% below its annual high...
Coal price breaking out…. Last time we were here Yancoal $YAL was $9. Currently $5.88. #ItsTime #CoalTwitter
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The $GDX is not yet as far along as the $GDXJ.
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The GDXJ has just closed the gap from August. Will it also close the smaller price gap below that one? $GDXJ #Goldstocks
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