Core Viewpoint - Long Resources (01712) experienced a significant stock price increase of over 15%, reaching a rise of 18.43% to HKD 6.49, with a trading volume of HKD 44.4593 million [1] Company Performance - Long Resources reported a 2025 first-half performance with customer revenue of AUD 54.46 million, representing a year-on-year increase of 77.52% [1] - The net profit for the period was AUD 12.692 million, showing a substantial year-on-year growth of 543.94% [1] - Basic and diluted earnings per share were 8.03 Australian cents [1] Contributing Factors - The increase in profit was primarily attributed to higher gold grades and recovery rates, leading to the production of 13,475 ounces of gold at the Vammala plant during the period [1] - The average gold price increased during the period, contributing positively to revenue [1] - Processing fees from nearby operator Botnia Exploration AB's gold-bearing ore also provided a significant contribution [1] Industry Outlook - State Street Global Advisors indicated that gold has continued to perform strongly this year, outpacing other dollar-denominated asset classes [1] - If gold prices maintain their recent upward trend post the September Federal Reserve meeting, the probability of a long-term optimistic scenario (USD 3,500-3,900) is expected to rise from 30% to 40% in October [1] - The firm maintains a bottom price for gold in the basic scenario at USD 3,100 and sees a high likelihood of an additional USD 500 increase in gold prices over the next 6-12 months [1]
港股异动 | 龙资源(01712)涨超15% 上半年净利同比增长543.94% 黄金延续强势表现