Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Group 1: Stock Performances - Hecla Mining Company (NYSE:HL) gained 29.31% this week amid rising precious metal stocks due to geopolitical tensions and a weakening US dollar, with expectations of a Fed rate cut [1] - First Majestic Silver Corp. (NYSE:AG) increased by 26.57% this week, following the trend in precious metal stocks [1] - Venture Global, Inc. (NYSE:VG) jumped 21.6% this week after the ICC issued a final arbitration award in favor of the company against Repsol [2] - Moderna, Inc. (NASDAQ:MRNA) rose 17.44% this week due to positive results from a five-year follow-up of a Phase 2b melanoma vaccine trial [2] - New Gold Inc. (AMEX:NGD) gained 24.03% this week, supported by a recommendation from Glass Lewis for shareholders to vote in favor of a merger with Coeur Mining Inc. [3] - Coeur Mining, Inc. increased by 23.13% this week, also benefiting from the merger news with New Gold [3] - United Microelectronics Corporation (NYSE:UMC) jumped 13.82% this week, reflecting positive market sentiment [3] - Micron Technology, Inc. (NASDAQ:MU) rose 13.21% this week after an analyst initiated coverage with an Outperform rating [4] - Korea Electric Power Corporation (NYSE:KEP) gained 15.29% this week, contributing to the overall positive performance in the sector [4] Group 2: Company Guidance and Production - Iamgold Corporation (NYSE:IAG) produced 765,900 ounces of gold in 2025 and provided guidance for 2026, targeting production between 720,000 to 820,000 ounces [4]

Core Insights - Hecla Mining's stock surged 20% this week, reaching an all-time high, driven by rising silver prices which recently crossed the $100 per ounce threshold [1][8] - The company is the largest primary silver producer in the U.S. and Canada, benefiting from both silver and gold price increases [3] - Hecla was recently added to the S&P MidCap 400 index, further boosting investor interest [6] Silver and Gold Market Dynamics - The spike in silver prices is attributed to a persistent supply deficit over the past five years, with industrial demand outpacing supply [5] - Central banks have been increasing their gold purchases at historically high levels, contributing to the rise in gold prices [4] - China's recent export restrictions on silver have also played a role in igniting the price rally [5] Company Events and Future Outlook - Hecla Mining will host its 2026 Investor Day in New York City on January 26, providing further insights into supply and demand dynamics [6] - The company's stock performance is closely tied to the fluctuations in precious metal prices, particularly silver and gold [1][8]

Core Insights - Hecla Mining Company (NYSE:HL) is recognized as one of the 15 best-performing silver stocks to buy [1] Group 1: Exploration and Permits - Hecla Mining has received a permit for the 2026 Polaris Exploration Program in the Aurora Mining District, allowing exploration to commence [2] - The Aurora district has historically produced 20 million ounces of silver and 1.9 million ounces of gold, with an average of 2.24 ounces of gold per ton from underground grades [2] - The 2026 program will test several high-grade epithermal vein systems, including Brawley Peak, Sawtooth Ridge, and Polaris, as well as near-surface targets like Martinez, Juniata, and Ann [2] Group 2: Financial Performance - Hecla Mining reported revenue of $409.5 million, net income of $100.6 million, and EBITDA of $195.7 million for the previous quarter [3] - The company generated total cash flow from operations of $148 million, with free cash flow amounting to $90.1 million [3] - Net leverage decreased to 0.3x, with cash reserves of $133.9 million [3]

Core Viewpoint - Hecla Mining is positioned as a strong player in the Basic Materials sector, holding a Zacks Rank of 2 (Buy), indicating its potential to outperform the market in the near term [1][4]. Group 1: Company Performance - Hecla Mining's current stock price is $31.80, reflecting an increase of approximately 1.63% from the previous trading price [2]. - The stock has fluctuated between a low of $30.65 and a high of $32.16 on the current trading day, showcasing its volatility [2][3]. - The market capitalization of Hecla Mining is approximately $21.3 billion, with a trading volume of 29.3 million shares [3]. Group 2: Market Analysis - Canaccord Genuity has set a price target of $26.5 for Hecla Mining, indicating a potential downside of about 16.06% from the stock's previous trading price of $31.57 [2]. - Over the past year, Hecla Mining's stock has experienced significant volatility, with a high of $32.16 and a low of $4.46, reflecting the fluctuations in commodity prices and market conditions [3].

Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]

Core Viewpoint - The discussion revolves around the potential overvaluation of silver, particularly in the context of Hecla Mining Company, a prominent silver producer, which has reportedly tripled in value by 2025 [1] Company Analysis - Hecla Mining Company is identified as a high-profile silver mining producer, indicating its significant role in the silver market [1] Industry Insights - The conversation raises the question of whether silver is currently overbought, suggesting a potential reevaluation of silver investments in light of recent price increases [1]

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Group 1 - Silver-related stocks experienced a significant increase, with Coeur Mining (CDE.US) rising over 8%, Endeavour Silver (EXK.US) and Hecla Mining (HL.US) up over 4%, and Pan American Silver (PAAS.US) and First Majestic Silver (AG.US) increasing over 3% [1] - Spot silver surged over 3%, approaching $94 [1] - Citigroup raised its price forecast for precious metals due to heightened geopolitical risks, ongoing physical market shortages, and renewed uncertainty regarding the independence of the Federal Reserve, indicating that the bull market is expected to continue in the short term [1] Group 2 - Citigroup's baseline scenario target price for gold is $5,000 per ounce and for silver is $100 per ounce over the next 0 to 3 months [1]

Core Viewpoint - Hecla Mining Company (HL) and First Majestic Silver Corp. (AG) are key players in the silver mining industry, focusing on silver extraction and growth through exploration, mine expansions, and strategic partnerships [1][2] Hecla Mining (HL) - HL produced 4.6 million ounces of silver in Q3 2025, a 1.5% increase from the previous quarter, with revenues rising to $409.5 million, up 35% sequentially due to higher metal prices and increased sales volumes [3][11] - The Greens Creek mine in Alaska was a significant contributor, producing 2.3 million ounces of silver and 15,600 ounces of gold, with capital investment expected to rise in Q4 2025 for ongoing projects [4] - The Lucky Friday mine produced 1.3 million ounces of silver, benefiting from higher milled grades and stable operations, with a surface cooling project expected to enhance access to higher-grade ore by H1 2026 [5] - The Keno Hill project produced 898,328 ounces of silver, a 20% sequential increase, supported by improved power reliability and higher milling rates [6] - HL received approval for exploration at the Polaris project in Nevada for 2026, and early drilling at the Midas project showed promising results, indicating potential for low-capital growth [7] - The company generated $148 million in operating cash flow and approximately $90 million in free cash flow, significantly improving its balance sheet by reducing net leverage from 0.7x to 0.3x [8] - However, HL's all-in sustaining costs rose to $11.01 per ounce from $5.19 in the prior quarter due to higher labor expenses and increased capital investments [9] First Majestic Silver Corp. (AG) - AG's total production reached 7.8 million silver-equivalent ounces in Q4 2025, including a record 4.2 million silver ounces, marking a 37% year-over-year increase driven by a 77% surge in silver production [10][12] - In Q3 2025, AG produced 7.7 million silver-equivalent ounces, including 3.9 million silver ounces, with cash flow increasing 67.5% year-over-year to $98.8 million and liquidity reaching $682 million [13][11] - AG completed the acquisition of Gatos Silver, gaining a 70% interest in the Cerro Los Gatos Silver mine, enhancing its position as an intermediate primary silver producer [13] - Despite strong production growth, AG faces challenges with rising costs, as its cost of sales surged 52.8% year-over-year, and general and administrative expenses increased by 27.3% [14] - Ongoing legal and regulatory challenges in Mexico, including a major tax conflict, pose risks to AG's operations, despite strong production performance [15] - AG's long-term debt increased by 3.5% year-over-year to $216.8 million, raising concerns about future margins and profitability [16] Market Performance and Valuation - Hecla Mining's shares surged 107.2% over the past three months, while First Majestic's stock gained 68.6% [20] - Hecla Mining trades at a forward P/E ratio of 45.76X, above its five-year median of 36.97X, while First Majestic's forward earnings multiple is 60.07X, higher than its median of 30.16X [21] Conclusion - Hecla Mining is well-positioned for growth with strong operational performance and exploration projects, while First Majestic, despite strong production and cash flow, faces challenges that could pressure margins [25][26]