Given all the demand you just outlined for Bitcoin that you see and then your your target for end of year. Yeah. What do you think is most likely in terms of the way it gets there.Right. Are we going to see these omega candles where Bitcoin goes from 100 to 125 overnight. Yes.Crypto expert Matt Hogan and CIO of $12 billion assets under management firm Bitwise is now on record on why the Bitcoin price has been trading just above $100,000 per coin for months and what will finally break us through the actual a ...

Key Takeaways PAAS Q1 revenues rose 28.6% to $773M, with EPS jumping to $0.42 from $0.01 on higher prices and lower costs. AG's Q1 revenues surged 130% to $243.9M, driven by Cerro Los Gatos output and higher silver prices. Earnings estimates for PAAS in 2025 rose to $1.47, while AG's 2025 and 2026 estimates have both declined.Pan American Silver (PAAS) and First Majestic Silver (AG) are well-known names in the silver mining sector, sharing several key similarities that define their strategic positioning a ...

Core Viewpoint - Newmont Corporation's shares have increased by 22% over the past three months, driven by rising gold prices amid trade tensions and geopolitical uncertainties, particularly due to the Israel-Iran conflict [1][7]. Performance Comparison - NEM stock has outperformed the Zacks Mining – Gold industry's 17% rise and the S&P 500's increase of 5.7% [2]. - Among peers, Barrick Mining Corporation, Agnico Eagle Mines Limited, and Kinross Gold Corporation have gained 9.6%, 16.4%, and 26% respectively during the same period [2]. Technical Indicators - Technical indicators show bullish momentum for NEM, with the stock trading above its 50-day and 200-day simple moving averages (SMA), indicating a long-term uptrend [5]. Financial Strength - Newmont generated a record $1.2 billion in free cash flow in Q1 2025, showcasing solid financial strength [7]. - The company has a liquidity position of $8.8 billion, including cash and cash equivalents of approximately $4.7 billion [13]. - Operating cash flow from continuing operations increased by roughly 162% year-over-year to around $2 billion in Q1 2025 [13]. Growth Projects and Acquisitions - Newmont is pursuing several growth projects, including the Tanami Expansion 2 in Australia and the Ahafo North expansion in Ghana, aimed at expanding production capacity and extending mine life [10]. - The acquisition of Newcrest Mining Limited has created a leading portfolio with a multi-decade production profile, expected to deliver significant shareholder value and synergies of $500 million annually [11]. Divestitures - Newmont has divested non-core assets, generating total after-tax cash proceeds of approximately $2.55 billion from various sales [12]. Gold Price Dynamics - Gold prices have increased by roughly 29% this year, reaching a record high of $3,500 per ounce on April 22, 2025, driven by global trade tensions and central bank purchases [14][16]. - Currently, gold prices are hovering near $3,400 per ounce, supported by safe-haven demand due to geopolitical uncertainties [16]. Dividend and Earnings Estimates - NEM offers a dividend yield of 1.7% with a payout ratio of 24%, indicating a sustainable dividend [17]. - Earnings estimates for 2025 have been revised higher, with a Zacks Consensus Estimate suggesting a year-over-year growth of 20.1% [18]. Valuation - NEM stock is trading at a forward price/earnings ratio of 13.21X, which is about 7% lower than the industry average of 14.21X [20]. Investment Outlook - Newmont presents an attractive investment case backed by a robust portfolio of growth projects, strong performance of Tier 1 assets, and solid financial health, making it a prudent choice for investors [23].

17 June 2025 | 10:34PM BST Precious Comment: Survey Shows Continued Central Bank Gold Appetite; Speculative Positioning Remains Muted Lina Thomas +44(20)7051-3062 | lina.thomas@gs.com Goldman Sachs International n Amid escalating tensions in the Middle East, gold prices traded near all-time highs earlier this week. Despite increased safe-haven demand, speculative gold positioning remains unusually low given the macro uncertainty. This hesitancy likely stems from investors believing they missed the initial r ...

Michael Rubin, Fanatics CEO, joins 'Money Movers' to discuss on consumer demand, brand awareness and ‘Fanatic Fest’. ...

The Zacks Chemicals Diversified industry faces challenges from persistent demand weakness in certain markets, including consumer durables and building & construction. Lower consumer spending due to inflationary pressures in Europe and a slow recovery in China are weighing on demand. Industry players like DuPont de Nemours, Inc. (DD) , Albemarle Corporation (ALB) and Kronos Worldwide, Inc. (KRO) are banking on strategic measures, including operating cost reductions and aggressive price hikes, to tide over th ...

June 13, 2025 10:41 PM GMT Agency MBS Weekly | North America Guess Who? Yes, they may own more conventionals than you think. But their demand has been muted, and it's unlikely to pick up meaningfully in the near term. This week, we take a closer look at holders of conventionals vs. Ginnies, the strength of CMO demand, and servicing transfer impact on prepays. Key Takeaways Exhibit 1: A common assumption is that overseas investors predominantly hold Ginnies for their explicit government guarantee; however, w ...

THE COUNTDOWN TO THE PULSE STARTS RIGHT NOW. ♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA." >> GOOD MORNING AND WELCOME TO "THE PULSE." THESE ARE YOUR TOP STORIES. THE U.S. PRESIDENT HAS MADE AN EARLY EXIT FROM THE G7 SUMMIT BUT SAYS HIS DEPARTURE HAS "NOTHING TO DO WITH THE CEASE-FIRE BETWEEN ISRAEL AND IRAN." DONALD TRUMP LEFT CALLING FOR TEHRAN TO BE EVACUATED, FUELING SPECULATION OF GREATER U.S. INVOLVEMENT IN ISRAEL'S OFFENSIVE.IN A TRUE SOCIAL POST, PRESIDENT TRUMP TOOK A ...

The latest forecasts from the IEA this morning. What are they saying, particularly about China, the demand from the world's second largest economy. Yeah, they're bringing forward their estimate for when they think Chinese crude oil demand is going to peak.So they're saying oil demand peaking in China in about 2027. So that's earlier. And then in general, 2030, global crude oil demand peaking.And this has been a discussion in the oil market going back and forth because you'll have countries like those in OPE ...

16 June 2025 | 6:02PM HKT Asia Economics Analyst China's Demand for New Homes to Stay Low (Shan) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. Xinquan Chen +852-2978-2418 | xinquan.chen@gs.com Goldman Sachs (Asia) L.L.C. n In 2021, we first presented our estimates of Chinese demand for new urban housing through 2050. However, ou ...