此次合并于去年9月宣布，旨在组建全球第五大铜业公司，并成为矿业史上第二大合并案。 欧盟委员会还在根据其《外国补贴条例》评估该交易，该条例旨在遏制非欧盟公司获得政府补贴而引发 的不公平竞争，相关决定将于2月3日公布。 英美资源集团与泰克资源公司拟议合并案已提交欧盟进行反垄断审查。欧盟竞争监管机构正根据简化程 序审查此项交易，表明其不认为合并会引发重大的竞争问题。 欧盟委员会将于2月10日前就该交易的反垄断事宜作出决定。加拿大已批准该交易。 ...

Group 1 - The article discusses Teck Resources (TECK) and previously assigned a hold rating due to concerns over shrinking margins and high operating costs, which accounted for approximately 77% of revenue [1] - The author emphasizes a focus on uncovering high-upside opportunities in overlooked sectors, particularly small-caps, energy, and commodities [1] - The investment strategy is based on the CAN SLIM framework, incorporating fundamental momentum indicators such as EPS, ROE, and revenue, along with macroeconomic filters [1] Group 2 - The author utilizes econometric tools like GARCH and Granger causality to analyze risk and volatility, aiming to understand how macro data influences market cycles [1] - The article indicates that the author has been managing personal capital since 2020 and advising under MiFID II regulations [1] - The focus is on identifying market discrepancies where the narrative does not align with the underlying numbers [1]

Seven months ago, I have covered Teck Resources ( TECK ) and given it a hold rating. At the time, my main concern was shrinking margins and operating costs, which was taking around 77% of the revenue. The main argument was that the market optimismI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment strategy is rooted in the CAN SLIM framework bu ...

Group 1: Merger of Teck Resources and Anglo American - The Canadian federal government has approved the merger between Teck Resources Limited and Anglo American, forming a new company called Anglo Teck [1] - The merger was agreed upon by both companies on December 9, and Anglo Teck will focus on becoming a global player in critical minerals [1] - Anglo Teck has committed to invest $4.5 billion in Canada over the next five years [1] Group 2: MNP's Expansion in Quebec - Professional services firm MNP is expanding in the Lanaudière region of Quebec by merging with Boisvert et Chartrand, a chartered professional accounting firm [2] - The merger will be effective from January 1, and will increase MNP's presence to 36 offices in the province [2] - Following the expansion, MNP will have a total of 234 partners and over 1,500 team members in Quebec [2]

（原标题：英美资源与泰克矿业合并案进入智利经济检察院审查阶段） 智利《三点钟报》12月22日报道，矿业巨头英美资源集团与泰克资源拟议的合并案"英 美泰克"已获得加拿大监管批准，现正式进入智利审查程序。合并后，双方在智利运营 的Collahuasi与Quebrada Blanca铜矿预计通过协同效应实现年产铜量增加17.5万吨，并提 升息税折旧摊销前利润约14亿美元。加拿大批准附带了多项条件，包括合并后实体总 部位于加拿大、多数董事在加任职、在多伦多证券交易所上市，并承诺五年内在加投 资至少32.5亿美元。目前该合并案已提交至智利国家经济检察院进行反垄断审查。根据 智利相关法律，审查程序分为两个阶段：第一阶段为期30个工作日，多数并购案在此 阶段获得附条件批准；若监管机构认为交易存在潜在市场竞争风险，则将启动为期90 个工作日的第二阶段深入调查。行业专家指出，此次合并涉及的两大铜矿去年产量分 别为55.8万吨和20.7万吨，其整合对全球铜矿市场格局具有重要影响。 ...

Industry Overview - Selected metals, including gold, silver, and copper, experienced a breakthrough year with some of the best performances in history, prompting exploration of junior companies with strong assets and M&A potential [1] Northisle Copper and Gold - Northisle Copper and Gold Inc. is developing the North Island Project, a 34,000-hectare copper-gold porphyry district on northern Vancouver Island, featuring several large porphyry centers [2] - The project hosts 6.9 million ounces of indicated gold and 3.1 billion pounds of indicated copper, with potential for further resource growth if certain centers are confirmed as part of a larger system [3] - The 2025 Preliminary Economic Assessment (PEA) outlines a 29-year mine life, average annual production of about 157 million pounds of copper equivalent, an after-tax NPV of $1.5 billion at a 7% discount rate, and a 29% IRR based on conservative commodity assumptions [4] - Key milestones for 2026 include an integrated resource update in Q2 and a pre-feasibility study in Q4 [5] Cassiar Gold - Cassiar Gold Corp. focuses on the Cassiar Gold Property in northern BC, Canada, which includes the Taurus deposit and a high-grade historic vein camp [6] - In 2025, Cassiar reported an updated NI 43-101 resource of approximately 410,000 ounces of gold in the Indicated category and 1.93 million ounces in the Inferred category [7] - The 2025 drilling campaign expanded to ~7,300 meters, demonstrating extensions of mineralization and new targets [8] - Cassiar has strong potential for cash flow in a gold bull market due to existing infrastructure and low capex, making it an attractive M&A target [9] - Near-term catalysts for M&A interest include further resource growth beyond ~2.3 million ounces and continued high-grade discoveries [10] Silver One Resources - Silver One Resources is focused on silver exploration with a portfolio of assets in Nevada and Arizona, including the Candelaria mine and Phoenix Silver [11] - The Candelaria technical report outlines 108 million silver-equivalent ounces in Measured & Indicated and 29 million in Inferred resources [12] - Work in 2025 at Phoenix Silver identified high-grade native silver targets, with drill intercepts of about 3,800 grams per metric ton [13] - The company is developing a proprietary non-cyanide leaching technology that could significantly improve recovery efficiency, projecting a potential recovery of 30 million ounces of silver from heap leach pads [14][15] Canterra Minerals - Canterra Minerals focuses on critical minerals and gold in central Newfoundland, owning the Buchans Critical Minerals Project and the Wilding Gold Project [17] - In 2025, Canterra conducted a 10,000-meter drilling campaign at Buchans, returning strong copper-equivalent grades [18] - Wilding's 2025 fieldwork recorded its highest-ever gold sample, with a new drilling program scheduled for Q4 2026 [19] - Canterra is well-funded for continued exploration into 2026, with a recent $5.7 million financing [19] - If Canterra can demonstrate a large gold resource at Wilding, it could become a logical acquisition target for Equinox [20][21]

The global diamond business sank deeper in 2025 as weak demand, cheap lab-grown alternatives and geopolitical tensions combined to shake traditional mining to its core. The world’s largest diamond miner, De Beers, posted a dramatic revenue drop, stocked up about $2 billion in unsold natural stones and announced plans to cut more than 1,000 jobs across major operations as markets slowed. The announcement came as parent Anglo American (LON: AAL) moved to sell De Beers and later said it would merge with Canada ...

Key Takeaways USAR is advancing its Stillwater NdFeB magnet plant, aiming for commercial production in early 2026.USAR boosted cash above $400M and acquired Less Common Metals to secure feedstock and expand capacity.TECK is reshaping its portfolio through an Anglo American merger, lifting copper exposure despite 2025 cuts.USA Rare Earth, Inc. (USAR) and Teck Resources Limited (TECK) are both familiar names operating in the Zacks Mining - Miscellaneous industry. As rivals, each company is focused on the extr ...

Key Takeaways Copper prices hit a record $5.96/lb in July and are up 35.8% this year on strong U.S. and China demand.Supply fears from mine disruptions and slow project timelines are fueling expectations for higher prices.SCCO, TECK and BHP are positioned to benefit as the energy transition trend drive long-term copper demand.Copper prices have lately demonstrated renewed momentum and are heading into 2026 with stronger price expectations, supported by tightening global supply, lingering uncertainty around ...

泰克资源(TECK.US)美股盘前涨3.6%报44.74美元。消息上，泰克资源与英美资源集团宣布其合并计划 已获得加拿大政府的关键批准，此举将缔造全球最大的铜生产商之一。两家公司表示，新成立的"英美 泰克"公司将"为加拿大带来非凡且持久的利益"，其全球总部将设在泰克资源目前的总部所在地——不 列颠哥伦比亚省温哥华。 | TECK 泰克资源有限公司 | | | | --- | --- | --- | | 43 170 + +0.110 +0.26% | | 收盘价 12/16 16:00 美东 | | 44.740 1 1.570 +3.64% | | 盘前价 12/17 04:22 美东 | | 三 7 24 S m 9 自 9 自选 | | ● 快捷交易 | | 最高价 43.990 | 开盘价 43.770 | 成交量 537.9万 | | 最低价 43.010 | 昨收价 43.060 | 成交额 2.34亿 | | 平均价 43.522 | 市盈率 TM 23.85 | 总市值 210.77亿(--) | | 振 幅 2.28% | 市盈率(静) 76.14 | 总股本 4.88亿 | | 换手率 1 ...