12月16日，在周一美国午盘交易中，黄金价格整体保持相对稳定，早盘的强劲涨幅因获利回吐以及短线 期货交易者的清仓操作而有所回落。GTC泽汇资本认为，目前黄金市场短线波动明显，而白银则保持了 隔夜的主要涨幅。2月黄金合约最新报 $4327.00，下跌 $0.90；3月白银合约上涨 $1.273，报 $63.28。整 体来看，贵金属市场的短期交易情绪仍然活跃，投资者对波动风险保持谨慎。 近期市场传出俄罗斯与乌克兰和平谈判或取得一定进展的消息，这在一定程度上降低了整体市场的避险 情绪，对黄金价格形成一定压力。报道显示，今日在柏林进行的谈判取得了进一步进展。全球股市昨夜 表现分化，美国股指在午盘前走弱，早盘涨幅也被回吐。GTC泽汇资本认为，地缘政治进展与风险偏好 变化正对贵金属走势产生直接影响，投资者应关注市场风险情绪的变化。 在海外交易方面，美元指数略有下跌，国际原油价格走低至每桶约 $56.50，基准10年期美国国债收益率 报 4.184%。此外，CMOC集团继续加码贵金属业务，据彭博社报道，该公司以 10亿美金收购 Equinox Gold 巴西业务，将获得 Aurizona、RDM、Fazenda 和 San ...

12月15日，洛阳栾川钼业集团股份有限公司发布公告称，经公司董事会批准，将以总计10.15 亿美元的 对价收购加拿大矿业企业Equinox Gold(TSX: EQX, NYSE-A: EQX)位于巴西三个金矿资产的100%权益， 包括Aurizona 金矿、RDM 金矿以及Bahia综合矿区。交易对价包含9亿美元首付款，以及最高1.15亿美 元的或有付款——该笔款项将根据交易交割后首个运营年度的黄金销售量确定。 公开资料显示，洛阳栾川钼业集团股份有限公司主要从事基本金属、稀有金属的采、选、冶等矿山采掘 及加工业务和矿产贸易业务。 该公司于2007年在港交所上市，2012年在主板上交所上市，位居2024年《财富》中国500强第145位， 《福布斯》2024年全球上市公司2000强第621位，2024全球矿企市值前50强第19位。 2024年，该公司营收达2130.29亿元，首次突破两千亿大关，这也是河南省首家营收突破2000亿的企 业。 （记者：王琳） 据公告，洛阳栾川钼业集团股份有限公司控股子公司洛阳钼业控股有限公司及其下属新设全资子公司 17536682Canada Inc.于北京时间2025年12月14 ...

本文源自：市场资讯 作者：观察君 交易标的资产具备可观的资源储量和产量基础。公告披露，上述资产合计拥有黄金资源量501.3万盎 司，平均品位为1.88克/吨；黄金储量387.3万盎司，平均品位为1.45克/吨。根据公司提供的数据，2024 年这些资产的黄金总产量为24.73万盎司，2025年产量指引为25万至27万盎司。洛阳钼业方面在回应中 表示，收购的金矿资产品位高于全球在产金矿1.06克/吨的平均水平。 此次收购是洛阳钼业继今年4月收购厄瓜多尔Cangrejos金矿后，在黄金领域的又一次重大布局。公司方 面表示，巴西金矿资源丰富且地缘政治相对稳定，此次收购能与公司在当地的铌磷资产形成区域协同效 应。（市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建 议。） 洛阳钼业12月15日发布公告，宣布拟以10.15亿美元的对价，收购加拿大矿业公司Equinox Gold（EQX） 位于巴西的四座在产金矿资产。此次交易完成后，公司黄金业务的年产量预计将新增约8吨。 根据公告，洛阳钼业将通过其控股子公司CMOC Limited，收购EQX旗下两家全资子公司LatAm和LGC 的100%股 ...

导语 | 全球黄金定价逻辑重构之际，中企海外资源布局再下一城。中国五矿以超10亿美元收购Equinox Gold巴西金矿资产，既延续了其全球化资源布局战 略，也为国内黄金产业供应链安全增添重要砝码。 加拿大金矿企业Equinox Gold（多伦多证券交易所、纽约证券交易所代码：EQX）近日发布重磅公告，宣布已与中国五矿集团（CMOC Group）达成资产 出售协议，将其位于巴西的全部金矿业务以超10亿美元对价转让。此次交易是2025年以来中企在南美矿产领域的最大规模并购，也是中国五矿响应国家新 一轮找矿突破战略行动、强化海外资源布局的关键举措。 核心资产：年产27万盎司的南美黄金矩阵 剥离巴西资产后，Equinox Gold的业务重心将集中于加拿大瓦伦丁矿（Valentine mine）、绿石矿（Greenstone mine）以及美国加利福尼亚州梅斯基特矿 （Mesquite mine）。其中瓦伦丁矿一个月前刚进入商业生产阶段，全面投产后年产能可达20万盎司；绿石矿今年预计产量22万至26万盎司，已接近巴西资 产总产量水平，三座矿山构成的北美矩阵明年预计合计产出70万至80万盎司黄金。 对中国五矿而言，此次 ...

12月15日，洛阳栾川钼业集团股份有限公司（603993.SH）发布关于收购金矿项目的公告称，经公司董 事会批准，将以总计10.15 亿美元的对价收购加拿大矿业企业Equinox Gold（TSX: EQX, NYSE-A: EQX）位于巴西三个金矿资产的100%权益，包括Aurizona 金矿、RDM 金矿以及Bahia综合矿区。交易 对价包含9亿美元首付款，以及最高1.15亿美元的或有付款——该笔款项将根据交易交割后首个运营年 度的黄金销售量确定。 公开资料显示，洛阳栾川钼业集团股份有限公司主要从事基本金属、稀有金属的采、选、冶等矿山采掘 及加工业务和矿产贸易业务。公司于2007年在港交所上市，2012年在主板上交所上市。 据公告，洛阳栾川钼业集团股份有限公司控股子公司洛阳钼业控股有限公司及其下属新设全资子公司 17536682Canada Inc.于北京时间2025年12月14日与加拿大上市公司EquinoxGoldCorp.及其全资子公司 Leagold MiningCorporation签署协议，通过收购EQX旗下Leagold LatAmHoldings B.V和Luna Gold Corp. 的 ...

Company Overview - Equinox Gold (EQX) is a multi-asset gold producer based in North America with operational mines located in Canada, the U.S., Nicaragua, and Brazil [1] Investment Philosophy - Mountain Valley Value Investments specializes in identifying undervalued companies with strong growth potential across various sectors [1] - The investment philosophy is focused on long-term value and buying at the right price, leveraging deep industry insights and rigorous analysis [1] - The aim is to uncover opportunities with the potential to deliver strong returns while highlighting risks that may impact the investment thesis [1]

格隆汇12月15日｜洛阳钼业公告称，公司第七届董事会第八次临时会议审议通过收购金矿项目的议案。 公司控股子公司CMOC Limited及其下属新设全资子公司拟以10.15亿美元，收购加拿大上市公司Equinox Gold Corp.旗下Leagold LatAm Holdings B.V.和Luna Gold Corp. 100%股权，获得Aurizona金矿、RDM金 矿、Bahia综合矿区100%权益。其中，交割时支付9亿美元现金，交割一年后或有最高1.15亿美元现金支 付与销量挂钩。该议案表决结果为9票赞成，0票反对，0票弃权。 ...

Core Viewpoint - Equinox Gold Corp. has agreed to sell its Brazil Operations for a total consideration of $1.015 billion, which includes $900 million in upfront cash and up to $115 million in contingent payments based on production thresholds [1][2][6]. Financial Impact - The transaction will allow Equinox Gold to fully repay its $500 million Term Loan and $300 million Sprott Loan, significantly improving its financial position and reducing interest expenses [2][10]. - The company anticipates enhanced cash flow per share and increased flexibility for self-funding organic growth and capital return initiatives [2][10]. Strategic Focus - The sale simplifies the company's portfolio, enabling a focus on higher-return, lower-risk growth opportunities in North America, particularly in Canada and the United States [3][5]. - Key assets post-transaction will include the Valentine and Greenstone mines in Canada, the Mesquite mine in California, and operations in Nicaragua, with expected annual production of 700,000 to 800,000 ounces of gold in 2026 [4][10]. Growth Potential - The company is positioned for near-term organic growth through expansions at Valentine and Castle Mountain, as well as a redefined development plan at Los Filos in Mexico [4][10]. - The contingent cash payment of up to $115 million is linked to production thresholds, incentivizing performance post-sale [6][10]. Advisory and Legal Support - BMO Capital Markets is acting as the financial advisor for Equinox Gold, providing a fairness opinion on the transaction, while legal counsel is provided by Blake, Cassels & Graydon LLP in Canada and Veirano Advogados in Brazil [7].

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores sy ...

Equinox Gold Conference Call Summary Company Overview - **Company**: Equinox Gold (NYSEAM:EQX) - **Industry**: Gold Production - **Date of Conference**: December 09, 2025 Key Points Company Performance and Strategy - Equinox Gold is experiencing a significant ramp-up in production, particularly at key assets in Canada, including Greenstone and Valentine mines [3][5][7] - The company has a diversified portfolio and is focused on optimizing operations to drive share price performance [5][10] - Recent leadership changes, including the appointment of Darren Hall as CEO, have led to improved operational performance and meeting production expectations [10][11] Production Updates - Greenstone mine achieved 1.34 grams per ton with an 88.4% recovery rate in October, although production was slightly lower than expected [1][7] - The Valentine mine is expected to produce between 150,000-200,000 ounces in 2026, with initial production in Q4 2025 estimated at 15,000-30,000 ounces [17][32] - Consolidated production outlook for 2025 is projected to be between 950,000 and 1,050,000 ounces, excluding Castle Mountain and Los Filos [25][26] Financial Health - The company has strengthened its balance sheet through non-core asset sales, generating approximately $115 million, including $90 million in cash [7][10] - Equinox Gold is focused on deleveraging its balance sheet, which had a net debt of approximately $1.2-$1.3 billion at the end of Q3 [60][61] - The company plans to invest around $100 million in exploration in 2026, aiming to discover new economic zones and expand resources [36][75] Growth Opportunities - Castle Mountain is undergoing the FAST-41 permitting process, with a Record of Decision expected by December 2026, potentially adding 200,000 ounces to production [15][16] - Los Filos has a significant gold resource of approximately 15-16 million ounces but is currently under suspended operations due to land access negotiations [22][54] - The company is considering asset sales, particularly in Brazil, to raise cash for debt reduction and future growth opportunities [58][59] Market Conditions and Future Outlook - The management is modeling gold prices between $2,000 and $3,000 for future projects, emphasizing a conservative approach to planning [73][74] - The company aims to become a top quartile valued gold producer while continuously investing in its assets for sustainable long-term growth [37][61] Operational Challenges - The company has faced operational challenges, including maintenance downtime and optimizing throughput at the processing plant [39][40][41] - Efforts are being made to improve operational efficiency and minimize ore losses, which are expected to yield better production results in the coming quarters [30][31][80] Exploration and Resource Development - Equinox Gold is committed to exploration, with significant potential identified at Valentine and other assets, aiming to increase proven and probable reserves [76][77] - The company has made discoveries outside of current resources, indicating potential for future growth [75][77] Conclusion Equinox Gold is at a pivotal point with ramping production, a focus on operational optimization, and strategic asset management. The leadership changes and financial strategies are aimed at enhancing shareholder value while navigating the challenges of the gold production industry. The outlook for 2026 and beyond appears promising, with significant growth opportunities on the horizon.