Core Viewpoint - Mustang Energy Corp. has entered into an arrangement agreement to transfer its properties to its subsidiary, Allied Strategic Resource Corp., and spin out Allied shares to Mustang's securityholders, aiming to unlock value and focus on development [1][10]. Company Overview - Mustang Energy Corp. is a Canadian mineral exploration company focused on uranium and critical mineral assets, holding a portfolio of 147,153 hectares in Saskatchewan's Athabasca Basin, a premier uranium district [13]. Arrangement Details - The arrangement involves transferring Mustang's rights to the Ford Lake, Roughrider South, and Cigar East properties to Allied, which will become a separate reporting issuer [2][6]. - Mustang will retain interests in other projects, with a strategic focus on the Yellowstone property [3]. Properties Overview - The Ford Lake Property spans 7,431 hectares and is strategically located near significant uranium deposits, including the Key Lake Mine [4]. - The Roughrider South and Cigar Lake East properties cover 3,443 hectares and are near the Cigar Lake Uranium Mine, indicating strong uranium potential [5]. Transaction Structure - The transaction includes a share capital reorganization, where existing Mustang shares will be renamed and exchanged for new shares and Allied shares [6][7]. - Mustang shareholders will receive a proportionate interest in Allied upon completion of the arrangement [7]. Financing and Listing - Allied plans to raise approximately $1,250,000 through securities offerings to fund exploration activities and working capital [8]. - Allied intends to seek a listing on the Canadian Securities Exchange [8]. Strategic Rationale - The arrangement is expected to allow for independent valuation of the properties, potentially unlocking additional value for shareholders [10]. - Isolating the Ford Lake Property is anticipated to accelerate its development by enabling focused resource allocation [10]. Approval Process - The arrangement requires approval from the Supreme Court of British Columbia and a special shareholder meeting, expected to be held on November 14, 2025 [11][12]. - Completion of the arrangement is anticipated by the end of Q4 2025, subject to necessary approvals [12].

Ford Motor is walking back a program that would have allowed dealers to offer a $7,500 tax credit on EV leases after the federal credit subsidy expired September 30, the company said on Thursday. ...

"You cannot deliver next generation electrification... without the skilled trades people to fix them."Sondra Sutton Phung, general manager at Global Truck of Ford Motor Company, spoke about the future of transportation at the 2025 #ForbesBLKSummit. https://t.co/eXrVhMiua6 https://t.co/cXzI9gfvpf ...

Core Viewpoint - Ford Motor Company's stock has experienced significant volatility in 2025, initially declining due to concerns over tariffs and the economy, but rebounding to near its 52-week high as of late summer [1] Sales Performance - Ford's marketing strategy, emphasizing its American brand identity, has led to impressive sales figures, with second-quarter vehicle sales up 14.2% compared to 2024 [4] - In the third quarter, Ford's vehicle sales increased by 8.2% year over year in the U.S., outperforming competitors General Motors (8% growth) and Stellantis (6% growth) [4] Economic Concerns - Despite strong sales, there are signs of economic distress, including a significant deceleration in vehicle sales growth in the third quarter and a sharp decline in heavy-duty truck sales since June [5][6] - Auto loan delinquency rates have reached their highest levels since the pandemic, indicating potential consumer reluctance to purchase new vehicles [6] Tariff Implications - President Trump's consideration of a tariff relief deal for automakers assembling vehicles in the U.S. could significantly benefit Ford, which estimates tariffs could cost it around $2 billion this year [7] - Management has projected EBIT (earnings before interest and taxes) of $6.5 billion to $7.5 billion in 2025, suggesting that alleviating tariff impacts would greatly enhance Ford's financial performance [8] Investment Considerations - The potential for tariff relief could provide upside for Ford's stock, but uncertainty remains regarding the timing and effectiveness of such measures [10] - Historically, investing in Ford during economic downturns has been advantageous, but current economic indicators suggest a downturn may be approaching, making it less favorable for immediate investment [11] - The automotive industry is highly competitive, and Ford has historically underperformed the S&P 500, suggesting that patience may be prudent while seeking better investment opportunities [12]

TD Cowen将通用汽车的目标价从80美元上调至92美元，将福特汽车的目标价从11美元上调至13美元， 将Stellantis的目标价从10.5美元上调至12美元。(格隆汇) ...

供应链中断是这家汽车制造商面临的最新挑战。 分析师表示，虽然其他汽车制造商可能会受到火灾的影响，但福特预计将受到最大的影响。 10多年前，福特开始在其F150卡车上使用主体铝制车身，以减轻车辆重量。 10月8日（周三），Evercore ISI的分析师Chris McNally在一份报告称，纽约一家铝厂发生火灾，预计将 影响福特汽车F150卡车的生产数月之久，这将使该汽车制造商造成高达10亿美元的损失。 该分析师指出，9月16日的大火预计将使该铝厂大部分停工，直至2026年第一季度，这将影响到年底福 特最畅销的F150卡车的金属供应。 福特的一位发言人在一份声明中表示："Novelis是公司的几家铝供应商之一。自近三周前发生火灾以 来，公司一直与Novelis密切合作，一个完整的团队致力于解决这一情况并探索所有可能的替代方案， 以尽量减少任何潜在的中断。" ...

Core Viewpoint - Liontown Resources has amended its loan and spodumene supply agreements with Ford Motor to enhance near-term liquidity and gain flexibility in marketing output as production increases at its Kathleen Valley lithium project in Western Australia [1] Group 1 - The amendments to the agreements are aimed at bolstering the company's liquidity position [1] - The changes will provide Liontown with more flexibility in marketing its lithium output [1] - The adjustments come as production ramps up at the Kathleen Valley lithium project [1]

美国汽车行业"大地震"。 受美国铝业巨头诺维利斯公司停产的消息影响，美股汽车板块周二全线重挫，福特汽车盘中一度暴跌超7%， 通用汽车一度大跌超2%。据最新消息，诺维利斯公司位于纽约州奥斯威戈的工厂因火灾预计将停产至2026年 年初。 不过，今日美股盘前，上述个股波动不大。 业内分析人士指出，该工厂为美国汽车行业提供约40%的铝板原料，是福特汽车及其他车企的重要供应商，或 将对美国汽车制造商造成持续负面影响，此次事件对福特2025财年的息税前利润可能造成约8亿美元的冲击。 与此同时，诺维利斯公司调拨外国货源则需要支付高达50%的进口关税。 全线重挫 美东时间10月9日，美股汽车板块全线重挫，截至收盘，福特汽车暴跌6.14%，通用汽车跌1.6%，福特产业链 的超级重型车轴供应商达纳大跌超4%，座椅供应商安道拓暴跌近6%，涡轮增压器和分动箱供应商博格华纳大 跌超4%。 消息面上，据央视新闻，美国铝业巨头诺维利斯公司（Novelis）位于纽约州奥斯威戈的工厂此前发生的严重 火灾导致其关键生产区域被完全烧毁，预计将停产至2026年年初。 受损最严重的建筑内设有工厂的热轧车间，这里是生产汽车工业所用铝板的地方，目前已经无 ...

Ford will likely suffer as much as a $1 billion hit to its earnings from a devastating fire at a key supplier’s New York factory last month — with F-150 trucks expected to bear the brunt of the disaster, analysts warned on Wednesday. A late-night fire on Sept. 16 leveled parts of a Novelis aluminum factory in Oswego, New York, and is likely to keep most of the factory down through early 2026.While the Novelis factory acts as a supplier for many automakers, Ford is expected to be hit the hardest. It’s the la ...

Ford Motor is pausing production next week at the Dearborn, Michigan plant that makes its F-150 Lightning electric pickup, a change a union official at the plant says is related to a disastrous fire a... ...