Core Insights - Gold prices are stabilizing and showing an upward trend following an initial decline attributed to the tech-driven AI downturn [1] Group 1 - The initial upset in gold prices was linked to a broader decline in technology stocks driven by AI developments [1] - Current trends indicate that gold is recovering and gaining strength in the market [1]

Loulo-Gounkoto gold mining complex. Credit: Barrick Barrick Mining (NYSE: B; TSX: ABX) says it has reached an agreement with Mali’s government to end their dispute, removing uncertainty surrounding the operation of its Loulo-Gounkoto complex in the African nation. Its stock surged.In a press release Monday, the Toronto-based gold miner confirmed that the Malian state has dropped all charges against the company and its affiliates and return operational control of Loulo-Gounkoto to Barrick. The government wil ...

Core Insights - The US Export-Import Bank (EXIM) plans to invest $100 billion to support the Trump administration's strategy for achieving global energy dominance [1] - The investment aims to reduce the West's reliance on supplies from China and Russia, which is viewed as unfair [2] Investment Focus - The first tranche of investments will target Egypt, Pakistan, and Europe, including $4 billion in natural gas to Egypt and a $1.25 billion loan for the Reko Diq copper mine in Pakistan [3] - EXIM is finalizing several larger deals related to critical minerals, indicating readiness to engage in pacts with allies like Australia [4] Energy Security Initiatives - There is a heightened emphasis on energy security, with ongoing discussions about nuclear projects in southeast Europe involving US companies [5] - Last year, EXIM supported $1.6 billion in green energy projects, marking a 74% increase compared to 2023 [5] LNG Developments - EXIM has received requests for support in LNG from Europe, Africa, and Asia, with potential announcements of multibillion-dollar LNG supply deals forthcoming [6]

Core Insights - Barrick Mining Corporation has reached an agreement with the Government of Mali to resolve all disputes related to the Loulo and Gounkoto mines, leading to the dropping of all charges against the company and its employees [1] - The provisional administration of the Loulo-Gounkoto complex will be terminated, allowing Barrick to regain operational control [1] - As part of the settlement, Barrick's subsidiaries will withdraw arbitration claims pending before the International Centre for Settlement of Investment Disputes (ICSID) [1] Company Overview - Barrick Mining Corporation is a leading global mining, exploration, and development company with a significant portfolio of gold and copper assets, including six Tier One gold mines [2] - The company operates in 18 countries across five continents and is the largest gold producer in the United States [2] - Barrick aims to create long-term value for stakeholders through responsible mining practices and strong partnerships [2]

Core Insights - Wall Street experienced a rebound on November 21, 2025, with all three major stock indices rising nearly 1% due to investor optimism about a potential rate cut in December following dovish comments from John Williams, president of the Federal Reserve Bank of New York [1] Market Conditions - Despite the rebound, concerns over overvalued AI stocks persist, which could lead to a sell-off in the broader market at any time [2] Investment Strategy - In the current unstable environment, equity investors are advised to avoid high-priced stocks and consider dividend-growth stocks, as these companies typically exhibit strong financial health and provide a defensive hedge against economic uncertainty [3][5] - Dividend-growth stocks are characterized by a history of increasing dividends, which offers downside protection and potential for capital appreciation [5][6] Selected Dividend Growth Stocks - Five dividend growth stocks identified as solid choices include: - **Cardinal Health (CAH)**: Expected fiscal 2026 revenue growth of 16.2%, long-term earnings growth rate of 13.9%, and an annual dividend yield of 0.98% [12][13] - **Barrick Mining (B)**: Projected 2025 revenue growth of 21.5%, long-term earnings growth rate of 38.4%, and an annual dividend yield of 1.64% [14] - **NetEase (NTES)**: Anticipated 2025 revenue growth of 10.4%, long-term earnings growth rate of 9.9%, and an annual dividend yield of 1.70% [15] - **Lam Research (LRCX)**: Expected fiscal 2026 revenue growth of 14.1%, long-term earnings growth rate of 20.3%, and an annual dividend yield of 0.73% [16] - **Enersys (ENS)**: Projected fiscal 2026 revenue growth of 4%, long-term earnings growth rate of 15%, and an annual dividend yield of 0.76% [17] Selection Criteria - The selection of these stocks is based on criteria such as multi-year growth in dividends, sales, earnings per share (EPS), and undervaluation metrics [10][11] - Stocks selected have shown historical growth in dividends, sales, and EPS, indicating strong fundamentals and potential for sustained dividend payments [8][9]

Key Takeaways B's Q3 gold production fell 12% year over year to 829,000 ounces, pressuring sales volumes and unit costs.The company now sees full-year 2025 output tracking near the low end of its 3.15-3.5M-ounce range.Barrick expects Q4 to be its highest-producing quarter, though Hemlo and Tongon divestments will weigh.Barrick Mining Corporation (B) saw a 12% year-over-year decline in third-quarter 2025 gold production to 829,000 ounces. This follows a roughly 16% year-over-year decline in the prior quarter ...

Core Viewpoint - Activist investor Elliott Management has acquired a significant stake in Barrick Mining, prompting the company to evaluate the potential for splitting its operations [1] Company Summary - Elliott Management is pressuring Barrick Mining, a producer of gold and copper, to consider a strategic separation of its business segments [1]

Gold has moved to the center of the market’s attention this year, with prices climbing to over $4,000 per ounce in October, a 144% jump since 2022, driven by geopolitical tensions and steady demand for a safe haven. Against that backdrop, big producers like Barrick Mining Corporation (B) have ridden the upswing hard: Barrick’s share price is up over 140% year-to-date (YTD), supported by a solid balance sheet and strong North American assets that give investors confidence in its cash-generation profile. M ...

Core Viewpoint - Defiance ETFs has launched the Defiance Daily Target 2X Long B ETF (BU), aimed at active traders seeking amplified exposure to Barrick Mining Corporation, a major player in the gold and copper production industry [1][2]. Investment Objective - The Fund aims to achieve daily investment results of 200% of the daily percentage change in Barrick Mining's share price, focusing solely on short-term trading [3]. Underlying Stock - Barrick Mining Corporation is a leading international mining company, primarily engaged in gold and copper production, with operations across North America, South America, Africa, and the Middle East. The company is recognized for its sustainable mining practices and operational efficiency [4]. Company Performance Influencers - Barrick's performance is affected by commodity price fluctuations, particularly in gold and copper, as well as global economic conditions, inflation trends, interest rates, and geopolitical developments. The company's strategy emphasizes high-quality assets and disciplined cost management [5]. Fund Suitability - The Fund is designed for knowledgeable investors who understand the risks associated with leveraged investments and are willing to actively monitor their portfolios. It is not suitable for all investors [6][7]. Risks Associated with the Fund - The Fund's leveraged strategy may lead to significant losses if Barrick's share price declines. It is subject to various risks, including indirect investment risks, commodity market risks, and single issuer risks [10][12][13]. Daily Performance and Compounding - The Fund's performance over periods longer than a single day will be influenced by compounded daily returns, which may differ from the expected 200% of Barrick's performance due to market volatility [14]. Investment Strategy - The Fund utilizes swap contracts and options to achieve its leveraged exposure to Barrick, which introduces additional risks related to derivatives and counterparty obligations [16][18]. New Fund Considerations - As a newly organized investment company, the Fund has a limited operating history, which may present unique challenges and risks for investors [20].

Barrick Mining(B.US)周二盘前上涨4.5%，此前埃利奥特管理公司(Elliott Management)已对该公司建立大 量持仓。据了解，Elliott的持股规模将使其跻身Barrick Mining前十大投资者之列，这意味着该对冲基金 的持仓总额至少达7亿美元，不过具体持股规模尚不清楚。 据上周报道，Barrick Mining董事会近期已讨论过分拆业务，以及直接出售其非洲和巴基斯坦资产的计 划。 Elliott在华尔街被视为最具实力的激进投资者，其对矿业领域颇为熟悉。该机构持有英美资源集团大量 股份，该公司近期已同意与泰克资源(TECK.US)合并，此前Elliott还曾将目标对准金罗斯黄金 (KGC.US)，最终促使后者加大了股票回购力度。 目前这家全球第二大黄金生产商正艰难应对未能充分受益于金价上涨的局面。尽管黄金价格已创下历史 新高，但Barrick Mining的股价表现一直落后于同行，并面临诸多挫折，包括失去了对马里一个关键矿 场的控制权。但Elliott对Barrick Mining可能分拆为两家公司的前景感到鼓舞，拟将其增长较高的北美业 务与遍布亚非风险较高地区的矿场分离。 ...