Group 1 - Barrick Mining Corporation has appointed Ben van Beurden as Lead Independent Director of the Board, succeeding Brett Harvey [1][4] - Ben van Beurden, former CEO of Shell, brings nearly four decades of experience in the energy and natural resources sectors, having led Shell's transformation into a diversified energy leader [2][6] - Brett Harvey has served as Lead Director since 2013, contributing to governance improvements and board diversity, and will remain a valued board member [4][5] Group 2 - Barrick's Chairman John Thornton praised Brett Harvey's leadership and noted that van Beurden's insights will enhance the Board's effectiveness [5][6] - Van Beurden's appointment aligns with Barrick's commitment to board renewal and strategic initiatives to adapt to industry dynamics [6] - Barrick Mining Corporation is a leading global mining company with a significant portfolio of gold and copper assets, operating in 18 countries [7]

"Q2 was another quarter where Barrick delivered on all fronts. We're growing production, lowering costs and advancing the industry's most exciting pipeline of gold and copper projects. From the ramp-up at Goldrush to the progress at Pueblo Viejo, Lumwana and Reko Diq, not to mention the transformational potential of Fourmile, we're demonstrating the strength and depth of our portfolio," said president and chief executive Mark Bristow. LONDON, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Barrick Mining Corporation (NYS ...

Core Viewpoint - Barrick Mining Corporation has declared an enhanced dividend of $0.15 per share for Q2 2025, aligning with its Performance Dividend Policy established in 2022 [1] Group 1: Dividend Announcement - The Q2 2025 dividend will be paid on September 15, 2025, to shareholders of record as of August 29, 2025 [1] Group 2: Share Buyback Program - Barrick repurchased 13.50 million shares during Q2 2025 under its share buyback program initiated in February 2025 [2] - As of the end of Q2 2025, Barrick has repurchased approximately 21.19 million shares, representing about 1.2% of its issued and outstanding shares, for a total net cash of $411 million, including $268 million spent in Q2 [2] Group 3: Management Commentary - The combination of the performance dividend policy and share buyback program is designed to provide significant benefits to shareholders, supported by solid operating performance and strong cash flows [3]

Core Insights - The transformation of struggling malls, such as the Dayton Mall, is being driven by unconventional tenants like churches, which can attract community engagement and foot traffic [2][3][6] - The decline of traditional enclosed malls has been attributed to changing demographics, shopping habits, and the rise of e-commerce, but there are signs of potential revival through innovative repurposing strategies [7][8][15] - Successful mall redevelopment involves subdividing large anchor spaces into niche businesses that encourage cross-shopping, leading to increased revenue [10][11][12] Group 1: Mall Transformations - The Dayton Mall has faced challenges due to anchor store closures, leading to its receivership, but the sale of the former Sears space to Crossroads Church has revitalized the mall [2][4] - Crossroads Church has drawn thousands of visitors, including non-affiliated individuals, contributing to the mall's renewed activity [5][6] - The trend of repurposing anchor spaces is not unique to Dayton, as other malls are also exploring unconventional tenants to fill vacancies [6][12] Group 2: Industry Trends - The trend of repurposing empty anchors has been ongoing for over a decade, with recent data indicating a rebound in mall traffic as these strategies take effect [8][14] - CBL Properties' CEO noted that subdividing former anchor stores has significantly increased revenue, with some locations generating five to six times the previous amounts [11] - The incorporation of experiential categories, such as entertainment and dining, is becoming essential for attracting visitors to malls [13][15] Group 3: Consumer Behavior - Gen Z's affinity for malls as community spaces has been highlighted, with a shift towards seeking in-person experiences post-COVID [13][19] - Malls are increasingly being viewed as destinations for various activities beyond shopping, including seasonal events and dining [15][20] - The nostalgic connection many consumers have with malls is influencing their return, as they seek to recreate memories from their youth [19][20]

Core Viewpoint - Barnes & Noble Education, Inc. is currently not in compliance with NYSE listing standards due to a delay in filing its Annual Report on Form 10-K for the fiscal year ended May 3, 2025, attributed to an internal investigation by the audit committee [1][2]. Compliance Status - The company has been granted a six-month period from August 1, 2025, to regain compliance by filing the Form 10-K with the SEC [3]. - If the company fails to file within this period, the NYSE may grant an additional six-month extension based on specific circumstances, but it may also commence delisting proceedings if deemed necessary [3]. Company Overview - Barnes & Noble Education, Inc. is a leading solutions provider for the education industry, focusing on affordability, access, and achievement for academic institutions [4]. - The company supports students, faculty, and institutions through various services, including campus retail and academic solutions [4].

Industry Overview - The Zacks Mining – Gold industry is part of the broader Zacks Basic Materials sector, which is expected to see a decline in earnings for the second quarter, with overall earnings projected to fall by 7.5% despite a 2.8% increase in revenues [1] Gold Prices and Market Dynamics - Gold prices have increased significantly this year, rising approximately 29% year to date, driven by global trade tensions and safe-haven demand [3] - On April 22, gold prices reached a record high of $3,500 per ounce, and while they retreated, they closed the second quarter above $3,300 per ounce, marking a nearly 6% increase in the quarter [4] Company Performance Expectations - Gold mining companies are expected to benefit from higher gold prices and efforts to improve operational efficiency and reduce costs in their second-quarter results [2] - Despite higher mining costs due to inflationary pressures, companies are focused on reducing operational costs and improving efficiency, which is anticipated to support their margins [5] Selected Companies and Earnings Estimates - Barrick Mining Corporation is expected to report earnings of 47 cents per share, with an Earnings ESP of +1.14% and a Zacks Rank 1, having beaten earnings estimates in three of the last four quarters [9] - Franco-Nevada Corporation has an Earnings ESP of +0.91% and a Zacks Rank 3, with a consensus estimate of $1.10 for second-quarter earnings, benefiting from increased contributions from streaming agreements [11] - Integra Resources Corp. has an Earnings ESP of +4.76% and a Zacks Rank 3, with a consensus estimate of 7 cents for second-quarter earnings, expected to benefit from strong production at the Florida Canyon mine [13]

Core Insights - U.S. stocks have experienced volatility due to tariff news and disappointing job growth, leading to a significant drop in the S&P 500 [1] - Despite the pullback, investor sentiment remains positive, with ongoing negotiations and expectations of lower interest rates supporting a potential recovery [2] Stock Recommendations - Recommended stocks based on relative price strength include Barrick Mining Corporation, LendingTree, Mercury General Corporation, Rigel Pharmaceuticals, and Levi Strauss & Co. [3] Relative Price Strength Strategy - The potential for considerable returns in stocks is primarily determined by earnings and valuation ratios, alongside their price performance relative to peers [4] - Stocks outperforming their industries or benchmarks should be included in investment portfolios for higher return potential [5] - Stocks that have outperformed the S&P 500 over 1 to 3 months and show solid fundamentals are ideal candidates for investment [6] Analyst Optimism - Positive estimate revisions for upcoming earnings are crucial, as upward revisions typically lead to price gains [7] Screening Parameters - Stocks must show positive relative price changes over 12 weeks, 4 weeks, and 1 week, alongside positive current-quarter estimate revisions [8] - Stocks like Barrick Mining, LendingTree, and Rigel Pharmaceuticals have outperformed the S&P 500 and show strong earnings revisions [8] Company Highlights - **Barrick Mining Corporation**: Expected EPS growth rate of 33.5%, with a 55.6% year-over-year growth estimate for 2025 [10][11] - **LendingTree**: 45.1% growth estimate for 2025, with a trailing four-quarter earnings surprise of approximately 70.8% [11][12] - **Mercury General Corporation**: 1,000% surge in earnings estimate over the past 60 days, with a trailing earnings surprise of about 166% [13][14] - **Rigel Pharmaceuticals**: 170.7% growth estimate for 2025, with an average earnings surprise of 1,840.5% [15][16] - **Levi Strauss & Co.**: 4% year-over-year growth estimate for fiscal 2025, with a 5.7% increase in earnings estimate over the past 60 days [17]

Core Viewpoint - Barrick Mining Corporation's shares have increased by 18.8% over the past three months, primarily driven by rising gold prices amid economic and geopolitical uncertainties [1][7]. Performance Comparison - Barrick has outperformed the Zacks Mining – Gold industry's increase of 15.1% and the S&P 500's rise of 12.9% during the same period [2]. - Among peers, Newmont Corporation, Kinross Gold Corporation, and Agnico Eagle Mines Limited have seen gains of 28%, 24.6%, and 15.7%, respectively [2]. Key Projects and Production Growth - Barrick is advancing several key growth projects, including Goldrush, Pueblo Viejo plant expansion, Fourmile, Lumwana Super Pit, and Reko Diq, which are expected to significantly contribute to production [10]. - The Goldrush mine aims for a production target of 400,000 ounces per annum by 2028, while the Fourmile project is anticipated to yield grades double those of Goldrush [11]. - The Reko Diq project in Pakistan is designed to produce 460,000 tons of copper and 520,000 ounces of gold annually in its second phase, with first production expected by the end of 2028 [11]. Financial Performance and Liquidity - Barrick has a strong liquidity position with cash and cash equivalents of approximately $4.1 billion and generated operating cash flows of around $1.2 billion in the first quarter of 2025, a 59% increase year over year [16]. - Free cash flow surged to about $375 million in the first quarter from $32 million in the prior year [16]. - The company returned $1.2 billion to shareholders in 2024 through dividends and repurchases, with a current dividend yield of 1.8% and a payout ratio of 28% [17]. Earnings Estimates and Valuation - Earnings estimates for Barrick have been revised upward, with the Zacks Consensus Estimate for 2025 and 2026 indicating year-over-year increases of 55.6% and 24.1%, respectively [18]. - Barrick's stock is trading at a forward price/earnings ratio of 10.12X, which is approximately 24.8% lower than the industry's average of 13.45X, indicating an attractive valuation [20]. Investment Outlook - Barrick presents a compelling investment case with a strong pipeline of growth projects, solid financials, and rising gold prices, making it a worthwhile addition for investors seeking exposure to the gold mining sector [23].

Core Viewpoint - Barrick Mining Corporation is expected to report its second-quarter 2025 results on August 11, with anticipated higher gold prices impacting performance despite cost challenges [1][7]. Group 1: Earnings Performance - Barrick has beaten the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of approximately 12.5% and a notable 20.7% surprise in the last quarter [1]. - The Earnings ESP for Barrick is +1.14%, with the Zacks Consensus Estimate for the second quarter currently at 47 cents [4]. Group 2: Production and Costs - Gold production for Q2 is forecasted at 783,000 ounces, reflecting a 17% decline from the previous year [7][9]. - The company projects all-in-sustaining costs (AISC) for 2025 to be between $1,460 and $1,560 per ounce, indicating a year-over-year increase [11]. Group 3: Market Conditions - Gold prices have risen significantly this year, driven by safe-haven demand amid global trade tensions, geopolitical issues, and a weak dollar, reaching a record high of $3,500 per ounce on April 22, before closing above $3,300 per ounce at the end of Q2 [8]. - Gold prices increased nearly 6% in the second quarter, contributing positively to Barrick's expected performance [8]. Group 4: Future Outlook - The company has provided a cautious forecast for 2025, expecting attributable gold production to be in the range of 3.15 to 3.5 million ounces, down from 3.91 million ounces in 2024 [10]. - Increased production from certain mines is expected to be offset by reduced output from others, indicating mixed performance across its operations [10].

Core Insights - The U.S. market experienced a slight decline as investors reacted to new earnings reports, economic data, and tariff announcements, particularly regarding semiconductor and pharmaceutical imports [1] - In the current environment characterized by geopolitical risks and policy changes, value investing is highlighted as a favorable strategy, focusing on purchasing undervalued stocks [1] Investment Strategy - Value investing involves buying stocks priced below their intrinsic value, capitalizing on market mispricing to achieve future profits [1] - Earnings yield is a key metric for value investors, calculated as (Annual Earnings per Share/Market Price) x 100, serving as a reverse indicator of the price-to-earnings (P/E) ratio [3] - A high earnings yield suggests a stock may be undervalued, while a low yield indicates potential overvaluation [3] Stock Selection Criteria - An earnings yield greater than 10% is set as a primary screening criterion, supplemented by additional parameters [5] - Estimated EPS growth for the next 12 months must be greater than or equal to the S&P 500, comparing forward EPS estimates with actual EPS [5] - Average daily trading volume over the past 20 days should be at least 100,000, indicating sufficient liquidity [6] - Current stock price must be $5 or higher, and stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are expected to outperform peers [7] Highlighted Stocks - Barrick Mining Corporation is a leading gold mining company with projected earnings growth of 56% and 24% for 2025 and 2026, respectively, and a Zacks Rank of 1 [8] - Astrana Health, a tech-enabled healthcare provider, anticipates earnings growth of 77% and 49% for 2025 and 2026, respectively, also holding a Zacks Rank of 1 [9][10] - StoneCo Ltd., a fintech company, expects earnings growth of 10.4% and 16% for 2025 and 2026, with a Zacks Rank of 1 [11] - Plains GP Holdings, involved in crude oil transportation and marketing, projects earnings growth of 206% and 24% for 2025 and 2026, respectively, and has a Zacks Rank of 1 [12] - PHINIA Inc., a supplier for the mobility industry, forecasts earnings growth of 14% and 19.5% for 2025 and 2026, respectively, and holds a Zacks Rank of 1 [13]