Weekly Notes (10/29/2025)

Oct 30, 2025

∙ Paid

G Mining (10/23/2025: Construction began on Oko West. First pour in H2 2027).

Integra Resources (10/23/2025: Q3 results. 20K oz).

Genesis Minerals (10/23/2025: Q3 results. 73K oz at $1650 AISC. $108M build. Cash balance of $236M).

Newmont Corp (10/23/2025: Q3 results. 1.4M oz at $1550 ASIC. $1.6B FCF. Paid down $2B in debt. Current cash at $5.6B. Current …

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