Monthly Metals Mining Rundown and Peer Table - Premium Edition for Month Ending 2 Apr 2026

Precious metals prices cratered during March by double digit percentage points, while lithium, copper, and nickel fell single digit percent - in a backdrop of broader equity markets falling ~5% during the month (ASX 200 fell -7.8%, S&P 500 and Nasdaq 100 both fell -5%, with MAG7 stock Microsoft MSFT now down -30% over past 3 months after closing March below its 200 week moving average for the first time in over a decade!); All of this led to most metal mining stocks also cratering by double digit percentage points or more, with losses led by precious metals miners falling by more than 20%; Includes covered announcements by HBM, AG, TUF, PAMPALO, USL, TCG, AUAU, OBM, DBG.

Host Rock Capital
April 04, 2026