Spoke with a fuel importer today and asked him about the Russian diesel exports. He just laughed and called it a simple political stunt they were totally ignoring.🤷

$ALS.TO TNR Gold $1.7m investment (nothing new) Centauri Minerals seed financing prior to IPO Gilpas Resources (private explorerco) 5% shareholding

$EVR.CN buying 5 royalties and 2 royalty grant rights for ~$6.2m in cash and shares, to gain long term optionality in the Gaspé copper district.

Anyone else having trouble with @tradingview today? (not quite sure if it isn't working or if they are holding my charts hostage unless I upgrade).🤷

For anyone who wants to listen in on the Nordic Funds & Mines Conference: nordicfundsandmines.com/

Lol. $RM.TO is trading at a premium to the M&A deal. People hoping for a bidding war? With whom? 😁

$OGN.v selling Slaughterhouse Iron-Oxide-Copper-Gold project in Wyoming to Seabridge Gold. Terms: Cash $300k Milestone payments (up to) $2.55m 2.5% NSR on Slaughterhouse (subject to 0.5% reduction for $5m) and a "0.5% to 1%" NSR on surrounding areas.

$ARG.TO Q3 prel. production lowered due to rain, but still ahead of YE plan. Cash cost also below guidance. Prod. 17m lbs Cu, 0.4m lbs Mo Cash $50m Previously declared performance dividend C$0.21

$EQX Q3 prel. sorta following post Orla merger guidance. Prod. 237,019 $190m repaid debt Cash $527m (now net cash positive) Buybacks 759,000 shares (~$9m) The strategic merger with Orla may not have carried a lot of synergies, but the company finances do look prettier.

M&A! Was half expecting $SSRM to rush into some deal with their large cash pile after retreating from Türkiye. But, this is more long term thinking and actually seems to make quite a bit of sense.

Precedence. I am now going to be announcing a couple of juicy new M&A deals with large premiums in my account!

Russia can do the very modest November numbers, but further out, Ukraine needs to stop disrupting refining and they need to be able to import kit for repairs... which is of course the whole point of the exercise from Russia's part. Art of the deal.

$LUG.TO Q3 prel. 💪 153,736 oz Au (highest quarterly gold production achieved and tracking high mark of YE guidance)

$OGN.v $OGN.NE Northern Discovery Metals acquiring Cibola copper-gold porphyry project in British Columbia, for $130k, 700k shares and a 2% NSR subject to 0.5% buydown for $5m.

$GMIN.TO Perfect giudance🎯

$IVN.TO Q3 OK-ish with good trends. A bit funny that they highlight 118,638t at $900/t income on sulphuric acid first. Solar panels (to be doubled) reduces diesel use at Kamoa-Kakula by 40% Kipushi with record zinc prod. 76,401t of Cu prod. (trending low end of guidance)

$DPM.TO Q3 prel. looking very promising vs. YE guidance. "Dependable Metals" 97,000 GEOs (45,000 from Vareš) Vareš expected to exceed 2026 production guidance Buyback YTD $150m (1.86m shares in Q3) Share price has been hit due to potential legal issues surrounding Vareš.

$OR Q3 prel. 20,237 GEOs (a tad on the low side vs H1) Revenue $90m Margin 96.8% Cash $77m Buybacks $29m

$TFPM Q3 prel. looking good 25,030 GEOs tracking strong end of guidance Revenue $107m