Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Freeport-McMoRan Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Legal Action and Investor Rights - Shareholders who purchased Freeport securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees, facilitated by a contingency fee arrangement [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to Freeport [2]. Group 2: Incident Impact - On September 24, 2025, Freeport released an update regarding a mud rush incident at the Grasberg Block Cave mine in Indonesia, which resulted in the fatal injuries of two team members [3]. - Following the announcement of this incident, Freeport's stock experienced a significant decline of 16.95% on the same day [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in this area [4]. - The firm has achieved notable settlements, including the largest securities class action settlement against a Chinese company at the time, and has consistently ranked among the top firms for securities class action settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering substantial amounts for its clients [4].

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear statement that past performance does not guarantee future results, indicating the unpredictable nature of investments [4]. - The article expresses that no recommendations or advice are being provided regarding the suitability of any investment for particular investors [4]. Group 2 - The author discloses that there are no current stock, option, or similar derivative positions in any of the companies mentioned, nor plans to initiate such positions in the near future [2]. - The article is written independently, reflecting the author's own opinions without any compensation from the companies discussed [2]. - The author has no business relationship with any of the companies mentioned, ensuring an unbiased perspective [2].

Core Viewpoint - Helios Towers reported stronger-than-expected third-quarter results and initiated a $75 million share buyback as part of a new five-year plan targeting over $40 billion in revenue [1] Financial Performance - The company achieved third-quarter results that exceeded market expectations [1] - Specific financial metrics were not detailed in the provided content, but the overall performance indicates positive growth [1] Strategic Initiatives - Helios Towers launched a $75 million share buyback program [1] - The share buyback is part of a broader five-year plan aimed at achieving more than $40 billion in revenue [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The overall trend of the non - ferrous metals sector is upward in the short - term, but there are fluctuations. The performance of different varieties within the sector varies significantly. The easing of Sino - US trade relations has led to a recovery in risk appetite, and the non - ferrous metals sector has shown a fluctuating upward trend driven by the strength of copper. However, geopolitical factors such as the G7's establishment of the "key mineral production alliance" may increase the impact on the supply, demand, trade, and investment of non - ferrous metals [11][12]. - The Fed's interest rate decision has an impact on non - ferrous metals. Although the Fed cut interest rates by 25 basis points in October and plans to end balance - sheet reduction in December, the uncertainty of a December rate cut has increased, causing fluctuations in the non - ferrous metals market [11][12]. 3. Summary by Relevant Catalogs 3.1 First Part: Non - Ferrous Metals Operation Logic and Investment Recommendations 3.1.1 Macro Logic - Sino - US trade relations have eased, risk appetite has recovered, and non - ferrous metals have shown a fluctuating upward trend driven by copper. The Fed cut interest rates by 25 basis points in October and will end balance - sheet reduction in December, but Powell's statement dampened the expectation of a year - end rate cut. The Bank of Canada cut interest rates by 25 basis points, and the Bank of Japan maintained its interest rate [11]. - The "15th Five - Year Plan" aims to promote key core technology research and develop emerging industries. China's industrial enterprise profits in September increased year - on - year, which is positive for non - ferrous metals. However, geopolitical factors such as the G7's key mineral production alliance may affect the non - ferrous metals market [12]. 3.1.2 Non - Ferrous Metals Strategy | Variety | Operation Logic | Support Area | Pressure Area | Market Judgment | Strategy | Recommendation Intensity | | --- | --- | --- | --- | --- | --- | --- | | Copper | Supply pressure persists. A major mine accident has occurred, and domestic electrolytic copper production is expected to decline in Q4. Demand will enter the peak season, and the price center is expected to rise. | 84000 - 85000 yuan/ton | 89000 - 90000 yuan/ton | Oscillate upwards | Buy on dips | +1 | | Zinc | Supply growth is gradually realized, and processing fees have declined. Demand during the peak season is relatively weak, and inventory is at a high level with fluctuations. | 21500 - 21600 yuan/ton | 22400 - 22500 yuan/ton | Fluctuate and rebound | Bullish on dips | +0.5 | | Aluminum Industry Chain | For aluminum, there is a slight outflow of funds, and the demand shows the characteristics of "stable in the peak season and differentiated internally". Alumina production capacity has decreased slightly, and the demand for recycled aluminum alloy is supported by tight scrap supply. | 20500 - 20800 yuan/ton; 2600 - 2700 yuan/ton; 20000 - 20500 yuan/ton | 21500 - 21800 yuan/ton; 3000 - 3200 yuan/ton; 21000 - 21200 yuan/ton | Aluminum oscillates strongly; Alumina oscillates and consolidates; Cast aluminum alloy oscillates strongly | Bullish approach; Short - term short; Bullish approach | +0.5/-0.5/+0.5 | | Tin | The processing fees of domestic tin smelters are temporarily flat, and the start - up rate has increased significantly. However, the raw material shortage problem is still serious. Demand has improved slightly during the peak season. | 260000 - 270000 yuan/ton | 290000 - 300000 yuan/ton | Oscillate strongly | Bullish approach | +0.5 | | Lead | The supply of recycled lead has failed to meet expectations, and the demand for lead - acid batteries has declined after the price increase. The import of crude lead has supplemented the raw material end. | 17300 - 17500 yuan/ton | 17800 - 18000 yuan/ton | Rise and then fall | Reduce long positions on rallies | +0.5 | | Nickel | The supply of nickel ore is strengthening, and the profit of nickel pig iron is declining. The supply of refined nickel is still growing. The demand for nickel pig iron has slowed down, and the price is under pressure. | 118000 - 120000 yuan/ton | 125000 - 128000 yuan/ton | Correct in the range | Slightly bullish on dips | +0.5 | | Stainless Steel | The supply and demand are relatively weak, the cost support has weakened, and the inventory has slightly increased recently. The market continues to oscillate. | 12500 - 12600 yuan/ton | 13000 - 13200 yuan/ton | Oscillate | Bullish on dips | +0.5 |[13][14][15] 3.2 Second Part: Non - Ferrous Metals Market Review | Variety | Closing Price | Change Rate | | --- | --- | --- | | Copper | 87960 | - 0.85% | | Zinc | 22365 | - 0.29% | | Aluminum | 21245 | - 0.23% | | Alumina | 2816 | - 2.19% | | Tin | 283600 | - 1.09% | | Lead | 17350 | - 0.03% | | Nickel | 120980 | - 0.46% | | Stainless Steel | 12725 | - 0.62% | | Cast Aluminum Alloy | 20705 | 0.07% |[16][17] 3.3 Third Part: Non - Ferrous Metals Position Analysis No specific text content provided, only mentioned a chart about the latest position analysis of the non - ferrous metals sector [18]. 3.4 Fourth Part: Non - Ferrous Metals Spot Market | Variety | Name | Price | Change Rate | | --- | --- | --- | --- | | Copper | Yangtze River Non - Ferrous Copper Spot Price | 88070 yuan/ton | 0.30% | | | Wumao 1 Average Price | 87920 yuan/ton | 0.21% | | | Zhongyuan Non - Ferrous 1 Copper Market Price | 88070 yuan/ton | 0.30% | | Zinc | Yangtze River Non - Ferrous 0 Zinc Spot Average Price | 22240 yuan/ton | - 0.27% | | | Yangtze River Non - Ferrous 1 Zinc Spot Average Price | 22140 yuan/ton | - 0.27% | | | Nanchu Foshan 0 Zinc Ingot Average Price | 22110 yuan/ton | - 0.14% | | Aluminum | Yangtze River Non - Ferrous Aluminum Spot Average Price | 21200 yuan/ton | 0.24% | | | Nanchu Foshan A00 Aluminum Ingot Average Price | 21070 yuan/ton | 0.00% | | | LME Aluminum Spot Closing Price | 2886 US dollars/ton | - 0.19% | | Alumina | Antaike Alumina National Average Price | 2906 yuan/ton | 0.00% | | | Monohydrate Bauxite Henan Arrival Price | 535 yuan/ton | 0.00% | | | Alumina Australia FOB Intermediate Price | 318 US dollars/ton | 0.00% | | Nickel | Russian Nickel (Shanghai) | 121810 yuan/ton | 0.38% | | | Premium | 450 yuan/ton | 0.00% | | Stainless Steel | Spot Price | 12900 yuan/ton | 0.00% | | | Scrap Stainless Steel (Wuxi) | 9100 yuan/ton | - 0.55% | | Tin | 1 Tin Yangtze River Non - Ferrous Spot Average Price | 284100 yuan/ton | - 0.35% | | | 60% Tin Concentrate Average Price (Guangxi) | 277000 yuan/ton | - 0.45% | | Lead | Lead Ingot (1) | 16921 yuan/ton | - 0.02% | | | Scrap Lead | 10075 yuan/ton | 0.00% | | Cast Aluminum Alloy | Aluminum Alloy ADC12 (Shanghai) | 21150 yuan/ton | 0.00% | | | Scrap Aluminum Crushing Primary Aluminum (Shanghai) | 10120 yuan/ton | 0.10% |[18][19] 3.5 Fifth Part: Non - Ferrous Metals Industry Chain No specific text content provided, only mentioned various charts related to the non - ferrous metals industry chain such as inventory, processing fees, and price trends for each variety [21][22][24] 3.6 Sixth Part: Non - Ferrous Metals Arbitrage No specific text content provided, only mentioned various charts related to non - ferrous metals arbitrage such as RMB - to - foreign - currency ratio changes, basis, and spread trends for each variety [48][49][51] 3.7 Seventh Part: Non - Ferrous Metals Options No specific text content provided, only mentioned various charts related to non - ferrous metals options such as historical volatility, implied volatility, and trading volume and open interest trends for each variety [64][66][69]

Company Overview - Freeport-McMoRan Inc. (FCX) has a market cap of $60.6 billion and is a leading international mining company focused on copper, gold, molybdenum, and silver production with major operations in North America, South America, and Indonesia, including the Grasberg mine, which holds the world's largest copper and gold reserves [1] Stock Performance - Over the past 52 weeks, FCX shares have declined nearly 9%, underperforming the S&P 500 Index, which gained 18.1%, while year-to-date, FCX shares increased by 9.9%, compared to the S&P 500's 17.2% return [2] - FCX shares have also lagged behind the Materials Select Sector SPDR Fund (XLB), which saw an 8.3% dip over the same period [3] Recent Financial Results - On October 23, FCX shares recovered 1.1% after reporting Q3 2025 adjusted EPS of $0.50 and revenue of $6.97 billion, driven by higher average realized copper prices of $4.68 per pound, up about 9% year-over-year, despite lower production due to a temporary suspension at the Grasberg mine [4] Earnings Expectations - For the fiscal year ending December 2025, analysts expect FCX's adjusted EPS to remain unchanged year-over-year at $1.48, with a strong earnings surprise history, having met or exceeded consensus estimates in the last four quarters [5] Analyst Ratings and Price Targets - Among 20 analysts covering FCX, the consensus rating is a "Moderate Buy," consisting of 12 "Strong Buy" ratings, three "Moderate Buys," and five "Holds" [5] - Scotiabank analyst Orest Wowkodaw raised FCX's price target to $51 while maintaining a "Sector Perform" rating, with a mean price target of $48.47 representing a 14.9% premium to current price levels, and a Street-high price target of $55 suggesting a 30.4% potential upside [6]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mu ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mu ...

Core Viewpoint - Freeport-McMoRan is a significant player in the mining industry, particularly in copper and gold production, despite facing operational challenges and competition from other major companies [1][3][5]. Group 1: Company Overview - Freeport-McMoRan operates globally with key assets such as the Grasberg mine in Indonesia [1]. - The company has a market capitalization of approximately $59.68 billion and has experienced significant stock price volatility over the past year, with a high of $49.21 and a low of $27.66 [5]. Group 2: Financial Performance - The company reported strong third-quarter results, driven by high copper and gold prices, despite production issues at the Grasberg mine impacting operations [3][6]. - Current stock price is $41.57, reflecting a slight increase of approximately 1.13% or $0.47, with a trading range between $40.50 and $41.95 [4]. Group 3: Future Outlook - Management anticipates a phased recovery, with the Grasberg Block Cave expected to resume operations in 2026, while implementing mitigation efforts to compensate for lost production [4]. - Orest Wowkodaw from Scotiabank has set a price target of $51 for FCX, indicating a potential upside of approximately 22.95% from its current trading price of $41.48 [2][6].

Core Viewpoint - Medical equipment maker Gerresheimer has appointed Uwe Röhrhoff as interim CEO, effective November 1, 2025, succeeding Dietmar Siemssen who will step down by mutual agreement [1] Company Summary - Uwe Röhrhoff will take over as interim CEO of Gerresheimer starting November 1, 2025 [1] - Dietmar Siemssen is stepping down as CEO by mutual agreement [1]