Core Viewpoint - Siemens Energy AG is positioned as a strong investment opportunity, classified as a "Strong Buy" due to its unique financial profile and potential to lead in its sector [1]. Group 1: Company Analysis - The company is recognized as a rare all-rounder in the energy sector, indicating its diverse capabilities and strengths [1]. - The analysis is based on a quantamental approach, combining data-driven models with fundamental research to assess the company's performance [1]. - The investment strategy involves a structured process that integrates top-down screening with bottom-up analysis, utilizing metrics such as PEG ratios to evaluate the company's financial health [1]. Group 2: Research and Disclosure - The research aims to make compelling insights accessible to both retail and professional investors, emphasizing analytical depth and a clear investment thesis [1]. - The author has no current stock or derivative positions in Siemens Energy AG but may consider initiating a long position in the near future [1].

Vancouver, BC – November 17, 2025 – TheNewswire - Vanguard Mining Corp. ("Vanguard" or the "Company") (CSE: UUU | OTC: UUUFF | Frankfurt: SL51) ) is pleased to announce that, further to its news release of September 10, 2025, it has closed its acquisition of 100% of the issued and outstanding common shares in the capital of Nucleon Uranium Ltd. (“Nucleon”) pursuant to the terms and conditions of a share exchange agreement dated September 10, 2025 (the “Definitive Agreement”) among the Company, Nucleon, and ...

Investor Presentation O c t o b e r 2 0 2 5 Forward-Looking Statements Statements contained in this investor presentation that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include words or phrases such as "anticipate," "believe," "estimate," "expect," "intend," "likely," "outlook," "plan," "project," "could," "may," "might," "s ...

Core Points - Vanguard Mining Corp. has received approval from the Canadian Securities Exchange to list 6,414,816 common share purchase warrants, which will begin trading on October 17, 2025 [1] - Each warrant allows the holder to acquire one common share at an exercise price of $0.22 before February 1, 2027 [2] - The company is focused on the discovery and development of high-value strategic minerals, with ongoing exploration projects in Argentina, Canada, and Paraguay [4] Company Information - Vanguard Mining Corp. is committed to responsible exploration and value creation through the acquisition and advancement of uranium properties [4] - The warrants are governed by a warrant indenture with Endeavour Trust Company [2] - The company encourages stakeholders to follow its updates on social media and its website [5]

Core Viewpoint - Ming Yang Smart Energy is establishing the UK's first fully integrated offshore wind turbine manufacturing facility in Scotland, with an investment of up to £1.5 billion and the creation of 1,500 jobs, potentially increasing to 3,000 in later phases [1][2][6] Group 1: Project Overview - The project is considering various sites in Scotland, with Ardersier Port as the preferred location, representing one of the largest industrial clean energy investments in the UK [2] - The facility will repurpose existing oil and gas infrastructure, facilitating a "just transition" for workers moving into the renewable energy sector [2] Group 2: Strategic Importance - Ming Yang accounted for 31.3% of global new offshore wind capacity in 2024, and the facility will anchor key parts of the offshore wind supply chain in Britain [3] - The facility will produce turbines for both UK and export markets, positioning Scotland as a strategic base for Ming Yang's European operations [3] Group 3: Technological Advancements - The "Ocean X" 16.6 MW dual-rotor floating turbine, the largest of its kind, could reduce offshore wind costs by up to 30%, potentially lowering household energy bills [3] Group 4: Government Engagement - Ming Yang is in discussions with UK and Scottish Governments, Great British Energy, and other financial institutions, with plans subject to final UK government approval [4] Group 5: Strategic Partnerships - The announcement follows a strategic partnership with Octopus Energy to deploy affordable offshore wind capacity and integrate advanced software solutions [5] Group 6: Project Phases - Phase 1 involves up to £750 million for a nacelle and blade manufacturing plant, with production starting in late 2028 [6] - Phase 2 will expand to support floating offshore wind technology at scale in UK waters [6] - Phase 3 aims to create an industrial ecosystem for producing control systems, electronics, and other key components [6]

Group 1: Market Recovery - Metal stocks have regained popularity after a challenging 2024, with significant surges in 2025 for companies like Freeport-McMoRan, Cleveland-Cliffs, and ArcelorMittal as global growth and commodity prices rise [2] - The recovery is supported by increased manufacturing activity in the U.S., India, and Europe, alongside China's focus on housing and infrastructure, leading to a rise in steel and copper consumption [3] Group 2: Price Increases - Commodity prices have seen substantial increases, with copper surpassing $5 per pound, aluminum rising over 20% this year, and steel prices rebounding from 2024 lows, enhancing profitability for miners and steel producers [5] - Tight inventories and supply chain disruptions have further fueled the price rally [5] Group 3: Structural Factors - The global energy transition is sustaining demand for metals like copper, nickel, and aluminum, while years of underinvestment in new mining projects have constrained supply growth [6] - Declining ore grades and increasing permitting delays have shifted power dynamics in favor of producers [6] Group 4: Investor Sentiment - With moderating inflation and expected interest rate declines, investors are rotating into cyclicals, leading to significant inflows into sector-related exchange-traded funds [8] - Valuations for many large-cap metal producers remain below historical averages, indicating potential for further growth if earnings improve [8] Group 5: Long-term Outlook - The uptrend in metal stocks reflects a broader recognition of metals' essential role in global growth, particularly in infrastructure rebuilding, electrification of transportation, and modernization of energy systems [9] - The recent strength in companies like FCX, CLF, and MT suggests a positive turning point in the metal cycle that may endure longer than anticipated [9]

Core Insights - LRT Capital Management's "LRT Global Opportunities Strategy" reported a net return of -8.00% for September 2025 and a year-to-date return of -0.17%, indicating a challenging month amid a market surge in select overvalued mega-cap stocks [1] - The strategy employs a systematic long/short approach to generate positive returns while controlling downside risks and maintaining low net exposure to equity markets [1] Company Overview: Exxon Mobil Corporation - Exxon Mobil Corporation (NYSE:XOM) is a leading integrated energy and chemical manufacturer with a robust operational history and technological innovation [3] - The company operates a vertically integrated business model that encompasses the entire value chain, from exploration and production of crude oil and natural gas to the manufacturing of fuels, lubricants, and petrochemicals [3] - This integration allows Exxon Mobil to achieve significant operational synergies and maintain a resilient financial profile, enabling it to navigate the cyclicality of commodity markets [3] Stock Performance - Exxon Mobil's stock experienced a one-month return of 1.56% but has seen a decline of 6.41% over the past 52 weeks [2] - As of October 7, 2025, Exxon Mobil's stock closed at $114.26 per share, with a market capitalization of $487.119 billion [2]

Core Insights - D3 Energy Limited has qualified to trade on the OTCQX Best Market, upgrading from the OTCQB Venture Market, which is a significant milestone for the company [1][3][4] Company Overview - D3 Energy Limited is focused on helium and natural gas exploration, with its flagship asset ER315 located in South Africa's Free State Province, which contains reserves and significant contingent and prospective resources [5] - The company has expanded into Australia by acquiring helium and hydrogen permits in the Arckaringa Basin, broadening its international presence in critical gases while advancing ER315 towards development [5] Market Context - The OTCQX Market is designed for established, investor-focused companies that meet high financial standards and corporate governance practices, enhancing visibility among U.S. investors [3] - The upgrade to OTCQX is expected to increase D3 Energy's profile and credibility in the North American market, potentially leading to greater investor engagement and liquidity [4]

Core Insights - Homerun Resources Inc. has received approval from the TSX Venture Exchange for a $6,000,000 financing with a single institutional investor, and is preparing to submit a formal application for conditional approval [1] - The company is also oversubscribed for a $3,000,000 unit private placement at $1.00, which will close after the institutional financing [2] Company Overview - Homerun Resources Inc. is a vertically integrated materials leader focused on green energy solutions through advanced silica technologies, controlling the entire industrial vertical from raw material extraction to solar, battery, and energy storage solutions [3][5] - The company aims to capitalize on high-growth global energy transition markets with multiple profit centers utilizing high-purity quartz (HPQ) silica [5] Development Strategy - Homerun has achieved key milestones in its 3-phase development plan, including government partnerships and breakthrough intellectual property in advanced materials processing and energy solutions [5] - The company is developing a 120,000 tons per year processing plant and building Latin America's first dedicated high-efficiency solar glass manufacturing facility with a capacity of 365,000 tons per year [7] Commitment to Sustainability - The company maintains a strong commitment to ESG principles, employing sustainable production technologies and benefiting local communities [6] - Homerun is partnering with the U.S. Department of Energy/NREL to develop a long-duration energy storage system utilizing high-purity silica sand [7]

Core Insights - La Caisse has signed a binding agreement to acquire Edify Energy for approximately C$1bn ($720m) [1] - The investment will support Edify's growth and fund two integrated solar and battery energy storage projects totaling 900MW/3,600MWh [2] - Edify has a pipeline of over 11GW of hybrid and battery storage projects [2] Company Overview - Edify Energy was founded in 2015 and has delivered 11 projects totaling over 1.1GW across New South Wales, Queensland, and Victoria [4] - The company claims to have pioneered Australia's first utility-scale solar and battery storage project in 2018 [5] Strategic Importance - The acquisition is seen as a pivotal moment for Edify, providing balance sheet strength to enhance execution speed of green energy projects [3] - La Caisse's investment reflects a commitment to Australia's clean energy future and the critical role of renewable technologies in the global energy transition [5][6] Advisory and Regulatory Aspects - Advisors for La Caisse include ICA Partners and Clifford Chance, while Edify was advised by Lazard Australia and Herbert-Smith Freehills Kramer [6] - The deal is subject to customary change-of-control and regulatory approvals [2]