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Core Insights - CoreWeave, Inc. (CRWV) reported a significant revenue growth of 110% year-over-year for the fourth quarter [1] - The company experienced a decline in EBITDA margins despite the strong revenue performance [1] - The neocloud business segment is performing well, indicating effective execution in that area [1]

Core Viewpoint - Antitrust laws are being utilized as a political tool, particularly against streaming services that are perceived to have a left-leaning bias [1] Group 1 - The article discusses how antitrust actions are increasingly influenced by political considerations rather than purely economic factors [1] - Streaming platforms are highlighted as targets of antitrust scrutiny due to their political affiliations and content [1] - The implications of these antitrust actions could reshape the competitive landscape of the streaming industry [1]

Core Viewpoint - Gelum Resources Ltd. has entered into a letter of intent to acquire a 100% interest in the Las Tinajas Gold Project, which spans 2,600 hectares in the Maricunga Gold Belt, Chile, marking a significant step in the company's corporate development and positioning it as a premier gold exploration company focused on South America [1][2]. Acquisition Details - The Las Tinajas Gold Project is located 120 km northeast of Copiapó, Chile, within the Maricunga Gold Belt, which contains a total of 103 million ounces of gold [1][2]. - The acquisition will involve a total consideration of USD 9 million, with a structured payment plan over four years, including a minimum work commitment of 4,000 meters of drilling [12][13]. Geological and Exploration Highlights - The Las Tinajas project features gold mineralization associated with silicified porphyry intrusions and diatreme breccias, with significant historical drilling results indicating intervals of over 1 g/t gold [2][4]. - Historical drilling campaigns have revealed multiple significant gold intervals, including 43 meters of 1.18 g/t Au and 26 meters of 2.09 g/t Au [9]. - The project area has not been fully explored, with potential for expanding known mineralized centers and testing favorable geological contacts [2][4]. Upcoming Work Program - Gelum plans a two-phase work program to validate historical data and expand surface exploration, followed by drilling to define mineralization and complete a maiden NI 43-101 mineral resource estimate [7]. - Preliminary metallurgical work will also be initiated on representative mineralized samples to establish recovery parameters [7]. Management and Corporate Strategy - Gelum's CEO, Henk Van Alphen, emphasized that the acquisition of Las Tinajas will significantly enhance shareholder value and transform the company into a leading gold exploration entity [2]. - The company is led by experienced management and advisors in the mining and financial sectors, indicating a strong foundation for future growth [16].

Group 1 - The analyst team has a proven track record of outperforming across all market conditions with an annualized return of almost 40% over the past decade and a long-only model portfolio return of over 23 times [1] - The focus of the research includes energy, shipping, and offshore markets, indicating a specialization in these sectors [1] - The company offers income-focused picks for investors seeking lower-risk firms with steady dividend payouts [1] Group 2 - The analyst has a historical focus on tech stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry [2] - The analyst has experience navigating significant market events, including the dotcom bubble and the subprime crisis, which adds credibility to their insights [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]

Article contentCanada’s Big Six banks just closed out a fourth-quarter earnings season that was generally well received by Bay Street. The next question for investors is where do the stocks, which helped propel the S&P/TSX composite to a robust gain in 2025, go from here? In a note to investors, RBC Capital Markets analyst Darko Mihelic raised his price estimate for Toronto-Dominion Bank (TD:TSX) to $148 from $133 on a “solid” quarter after results came in stronger than expected across multiple sectors. TD ...

Core Viewpoint - A class action lawsuit has been filed against Lakeland Industries, Inc. for securities fraud, alleging that the company made false and misleading statements regarding its business operations and financial results during the Class Period from December 1, 2023, to December 9, 2025 [1]. Group 1: Lawsuit Details - The lawsuit claims that Lakeland was facing significant issues with its Pacific Helmets and Jolly businesses, including shipping delays, production issues, and a slower rollout of new products [1]. - Defendants allegedly overstated the positive impact of these businesses on Lakeland's financial results and the overall strength of their operations [1]. - The lawsuit indicates that Lakeland's financial results were deteriorating due to tariff-related headwinds, certification delays, and material flow issues in its acquired businesses [1]. Group 2: Financial Guidance and Public Statements - The defendants are accused of overstating the effectiveness of their tariff mitigation measures and their "small, strategic, and quick" M&A strategy [1]. - As a result of the aforementioned issues, the financial guidance provided by the defendants was deemed unreliable [1]. - The lawsuit asserts that the public statements made by the defendants were materially false and misleading throughout the Class Period [1].

机构：中金公司 研究员：Yan CHEN/Lingzhi WANG Stable payout ratio. The firm proposed to pay a total dividend of AUD0.18 /sh in 2025, representing 55% of its earnings per share for the year (vs. 50% in 2023 and 56% in 2024). Trends to watch Production and cost guidance for 2026 has increased compared to 2025, while capex guidance remains largely unchanged. According to corporate filings, Yancoal Australia guides equity-based thermal coal output at 36.5– 40.5mnt in 2026, with cash cost per tonne (excluding royalties) bei ...

Healthy cash position. As at end-2025, Yancoal had gross cash of A$2bn, equivalent to ~25% of the current market cap. 2026 guidance introduced by YAL: (1) attributable saleable production: 36.5-40.5mn tonnes (-5% to +5% YoY); (2) operating cash cost (excluding royalties): A$90-98/t (-2% to +7% YoY); (3) capex: A$750-900mn (up 0%- 20% YoY). Key risks: (1) further decline in coal price; (2) elevated input cost; (3) extreme weather that affects production and delivery.. 机构：招银国际 研究员：Wayne Fung Yancoal's (YAL) n ...

Core Viewpoint - Oil prices experienced significant increases on Friday, marking their largest daily gains in over a week, driven by President Trump's indication that the opportunity for diplomatic resolution regarding Tehran's nuclear program may be diminishing [1] Group 1 - Oil prices surged following geopolitical tensions, highlighting the sensitivity of the oil market to political developments [1] - The increase in oil prices reflects market reactions to potential changes in diplomatic relations and their implications for oil supply [1]