Companies covered: Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), VALE S.A. (NYSE:VALE), Sprott Physical Uranium Trust (TSE:U.U), Yellow Cake PLC (OTCMKTS:YLLXF), Cameco Corporation (NYSE:CCJ), Ur-Energy Inc. (NYSEAMERICAN:URG), Freeport-McMoran, Inc. (NYSE:FCX), First Quantum Minerals Limited (OTCMKTS:FQVLF), BHP Group Ltd. (NYSE:BHP), Trilogy Metals (NYSEAMERICAN:TMQ), South32 Ltd. (ADR) (OTCMKTS:SOUHY), Millennial Lithium Corp. (OTCMKTS:MLNLF), Contemporary Amperex Technology Co. Ltd. (SHE:300750), Lithium Americas Corp. (NYSE:LAC), Noront Resources Ltd. (OTCMKTS:NOSOF), Golden Minerals Company (NYSEAMERICAN:AUMN), McEwen Mining Inc. (NYSE:MUX), Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG)
