JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Bluebeam partners with ZERO Prostate Cancer to launch the Check Yourself campaign to break stigma and boost life-saving screenings Bluebeam Check Yourself logo Bluebeam partners with ZERO Prostate Cancer to launch the Check Yourself campaign to break stigma and boost life-saving screenings PASADENA, Calif., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Bluebeam, the leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide, today announced results from ...

Valued at a market cap of $83.2 billion, Newmont Corporation (NEM) is one of the world’s largest gold producers. The company operates across North America, South America, Australia, and Africa, with fully owned mines such as Tanami in Australia and Ahafo and Akyem in Ghana. Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Newmont fits this criterion perfectly. In addition to gold, Newmont explores for copper, silver, zinc, lead, and other metals, with a global prese ...

Group 1: Market Performance - Newmont Corp. is the world's largest gold producer and has seen its stock rise by 105% year to date, making it the second-best performer in the S&P 500 Index [2] - Gold has increased over 38% year-to-date, on track for its best performance since 1978 [2] - The VanEck Gold Miners ETF (GDX) experienced $531 million in net inflows in August, the highest since November 2023, and gold-linked ETFs saw $3.9 billion in inflows, the largest since April [6] Group 2: Valuation Comparison - Newmont trades at a next-12-month price-to-earnings ratio of 15x, while Palantir's forward P/E is at 212x, making Newmont's valuation more attractive for growth-focused investors [5] - The performance of gold miners has significantly outpaced the gold spot price, with GDX rallying 95% in 2025 [6] Group 3: Market Trends and Future Outlook - Analysts suggest that the current momentum in gold, silver, and copper miners is strong, with new 52-week highs being reached [7] - The U.S. dollar index is at a critical support level, which could lead to further increases in gold and other commodities [8] - The gold miners-to-gold ratio is nearly 60% below its 2011 highs, indicating potential for further growth in mining stocks [9] - There is a belief that the current gold cycle may just be beginning, suggesting that companies like Newmont could have significant upside potential [10]

Core Viewpoint - Enduro Metals Corporation has provided an update on its 2025 exploration program at the Newmont Lake project, highlighting significant progress in the Andrei porphyry target, which has been expanded to cover an area of approximately 6 km² [1][3][12]. Exploration Program Update - The exploration program includes a large airborne magnetic survey covering 2,000 line-kilometers and ground induced polarization (IP) surveying over the Andrei target [4][8]. - Field crews have been actively mapping and sampling across the property, focusing on the Andrei area, with fieldwork scheduled to continue until September 30, 2025 [1][3]. Andrei Target Expansion - The Andrei target has been extended by 3.4 km to the southwest from the original North Toe occurrence, with geological mapping revealing extensive outcropping of monzonite and diorite intrusions [3][12]. - The target area now measures approximately 4.5 km x 1.5 km, characterized by localized micro-stockworks and copper mineral-bearing veins [4][13]. Future Plans - Enduro Metals is preparing for a maiden drill program at the Andrei target in 2026, guided by newly acquired high-resolution magnetic survey results and ground IP survey data [14][3]. - The company anticipates receiving final geochemical and geophysical data shortly, which will inform follow-up work in September [3][1]. Strategic Location - The Newmont Lake Project is strategically located near major porphyry copper-gold development projects and high-grade past producing gold deposits, enhancing its potential for significant mineral discoveries [3][1]. Collaborative Research - In 2025, Enduro sponsored academic research programs and collaborated with institutions such as UBC Okanagan and University College of London, focusing on structural geology and mineralization age constraints [24][25].

Group 1 - Newmont Corporation has shown positive performance since June, marking a recovery from previous underperformance [1] - The company is involved in the gold mining sector, which has been experiencing favorable market conditions [1] Group 2 - The article highlights the expertise of the author, who has over 20 years of experience in investment management and related industries [1]

Group 1 - The core viewpoint is that investors are testing their bets on the strong momentum of gold mining stocks ahead of the upcoming U.S. non-farm payroll report, with a notable shift in investment preferences due to economic uncertainties and interest rate expectations [1] - The VanEck Gold Miners ETF has seen significant inflows of $531 million in the last month, marking the highest record since November 2023, as investors are increasingly attracted to gold's safe-haven properties [1] - Gold mining stocks have outperformed the S&P 500 index, with the VanEck Gold Miners ETF rising approximately 90% year-to-date, and many of its constituent companies experiencing triple-digit gains [2][4] Group 2 - Analysts from JPMorgan expect that the Fed's interest rate cuts will attract more investors to commodity ETFs tracking gold, further driving up demand and prices [5] - There has been a notable acceleration in inflows into gold-related ETFs, with $3.9 billion purchased in the last week, marking the strongest single-week inflow since April [5] - Global central banks continue to buy gold, with their total holdings surpassing U.S. Treasury bonds, indicating a favorable environment for gold investments [9]

New technology brings AI‑powered risk detection and cross‑discipline drawing comparison into Bluebeam’s trusted PDF workflows; first preview at Bluebeam Unbound.PASADENA, Calif., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Bluebeam, a leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide and a part of the Nemetschek Group, today announced it has acquired Firmus AI (Firmus), a pioneer in preconstruction AI design review and risk analysis. The acquisit ...

Core Insights - Newmont Corporation (NEM) is focused on enhancing shareholder value through dividends and share repurchases, having returned approximately $2 billion to shareholders since the beginning of 2025 [1][8] Financial Performance - In Q2 2025, NEM achieved a record free cash flow of $1.7 billion, nearly tripling year-over-year and increasing by 42% from the previous quarter, driven by higher net cash from operating activities and reduced capital investment [3][8] - The company has reduced its debt by $1.4 billion in 2025, demonstrating a disciplined capital allocation policy [4][8] Share Repurchase and Dividends - NEM has doubled its share repurchase authorization to $6 billion, with an additional $3 billion program, and has repurchased shares worth $2.8 billion since February 2024, including $1.5 billion in the first half of 2025 [2][8] Market Position and Valuation - NEM's shares have increased by 102.6% year-to-date, outperforming the Zacks Mining – Gold industry, which has risen by 89.6% [7] - The forward 12-month earnings multiple for NEM is 14.14, which is a 3.9% discount to the industry average of 14.71 [10]

Investment Rating - The report maintains a bullish outlook on gold and silver, raising long-term price targets for gold to $2,500 per ounce and silver to $35 per ounce, reflecting increases of +25% and +30% respectively [3][4]. Core Insights - The report highlights that the conditions driving the recent strength in gold prices are expected to persist, including factors such as the US structural deficit, inflationary pressures from deglobalization, perceived threats to the independence of the US central bank, and global geopolitical tensions [3]. - Central banks are projected to continue purchasing gold at elevated levels, with a calculation indicating that over 11,000 tonnes of gold would need to be acquired to achieve a 30% gold holding in total reserves, suggesting a bullish outlook for gold prices [2][12]. - The average gold price forecast for the next six years has been increased by +6% to $3,049 per ounce, while the average silver price forecast has been raised by +7.5% to $38 per ounce [3]. Summary by Sections Price Forecasts - Long-term real gold and silver prices have been raised to $2,500 per ounce and $35 per ounce respectively, with near-term forecasts for gold at $3,356 per ounce in 2025 and $3,659 per ounce in 2026 [3][7]. - The report anticipates a short to medium-term target for gold prices to reach $4,000 per ounce [3]. Central Bank Purchases - Central banks are expected to exert upward pressure on gold prices through continued purchases, with a significant amount of gold needed to reach optimal portfolio allocations [2][12]. - The report notes that central banks with less than 30% of their reserves in gold will need to purchase a total of 24,665 tonnes to achieve this target, indicating a long-term demand for gold [2][21]. Company Ratings and NAV - The report indicates that net asset values (NAVs) and price objectives (POs) for North American precious metals companies have increased, with an average NAV increase of around 12% and POs up by approximately 11% [4]. - Agnico Eagle Mines (AEM) is highlighted as the top pick due to its strong track record and growth potential [4].