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Fresnillo PLC (LSE:FRES) and Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) shares moved lower on Tuesday as London-listed gold producers responded to bullion's retreat during the UK bank holiday weekend. Fresnillo fell 3% to 3,075p shortly after the opening bell, making it one of the FTSE 100's biggest fallers.

Precious metals strengthened on Friday, lifting London-listed miners Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) and Fresnillo PLC (LSE:FRES) towards the top of the FTSE 100 gainers. Endeavour Mining advanced 2.26% to 4,846p, while gold and silver producer Fresnillo gained 1.83% to 3,228p.

Fresnillo is undervalued, trading at discounted P/E and EV/EBITDA multiples despite strong financials and a robust resource base. I see the market is overly focused on near-term production declines, missing Fresnillo's strategic moves to extend asset duration and diversify geographically. Recent Probe Gold acquisition adds 10 million ounces of gold resources, reduces Mexico's concentration risk, and extends portfolio life without balance sheet strain.

Fresnillo PLC (LSE:FRES) has fallen behind its precious metals mining peers this year, and JP Morgan thinks the market has stopped paying attention at precisely the wrong moment. The bank kept its 'overweight' rating and 4,700p target price after Wednesday's half-year results, implying roughly 70% upside.

Mining stocks led the FTSE 100 higher, with Fresnillo PLC (LSE:FRES) out in front on a 5% gain. The Mexican precious metals producer is enjoying follow-through buying after Tuesday's interim results, which beat expectations on higher volumes and lower-than-forecast operating costs, with gross profits more than doubling year on year.

Fresnillo LON: FRES reported a record financial performance for the first half of 2026, as higher realized precious-metals prices more than offset lower year-over-year gold and silver sales volumes and rising production costs.

Jefferies has described Fresnillo PLC's (LSE:FRES) first-half results as a clean beat across the board, with earnings, cash flow and sales volumes all coming in ahead of forecasts and capital spending guidance cut sharply. The Mexican precious metals producer reported earnings per share of $1.75, against the broker's $1.45 estimate and consensus of $1.66.