Metals Mining Peer Table - Premium Daily Edition for 17 Jan 2025 (intraday ASX)

Compilation of publicly available information covering 9 important metals and more than 400 metals mining stocks listed globally, including the mineral resource holdings for all 400+ companies and project NPV information for some 140+ developers, all retrieved from the companies' published technical reports. Today's metals price movements (overnight Australia) include: • Nickel up +0.9%, with • Palladum down -1.3% and Platinum down -1.2%. Today's metals mining peer group movers inlcude: • PGM developers median share performance was up +3.8%, with • PGM producer median performance down -1.7%. Today's Peer Table updates include (all previously mentioned in TSX issue): • Correction to Anfield Energy (TSXV:AEC) uranium resource holdings to include secondary West Slope project resources (+5.4 Mlbs U3O8), • Correction to EnCore Energy’s (NYSE:EU) uranium resources to include 20% of AEC uranium resources (to reflect share ownership), • Correction to Uranium Energy (NYSE:UEC) uranium holdings to include of 17.8% of AEC uranium resource holdings (to reflect increased share ownership announced by UEC today), • Added Feasibility Study (FS) results for Silver developer Gogold Resources' (TSX:GGD) Los Ricos South project in Mexico that were announced today, replacing old 2023 PEA results for that project. New FS NPV results were in-line with 2023 PEA results (down slightly at apples-to-apples metals pricing).

Host Rock Capital
January 16, 2025