近期，全球资本市场犹如乘坐"过山车"，美股科技股集体回调，A股市场震荡分化，美债收益率波动不 定……然而，在这一片动荡之中，日元、瑞士法郎等外币汇率却悄然走强，黄金价格更是突破历史高 位，直逼2400美元/盎司！当传统避险资产与新兴替代选项同台竞技，如何精准捕捉下一个"黄金机 会"？ 全球政策转向下的"避风港"逻辑 国际环境剧变，催生了两大核心需求：抗通胀与对冲地缘风险。 黄金：在央行购金潮和去美元化浪潮的双重推动下，其硬核保值属性愈发凸显； 部分外币：日本加息预期推升日元价值，瑞士的中立国地位则为瑞郎增添了额外的安全保障； 另类资产：比特币ETF的获批、稀土资源战略价值的重估…… 关键点在于，避险资产需具备"低相关性+高流动性+抗衰减性"三大要素！ 5月潜力候选：哪些资产在蓄力？ 1、日元：低利率时代的"最后洼地" 4月比特币期货ETF通过审批，MicroStrategy等企业疯狂囤币，华尔街逐渐认可其抗通胀属性。长期 看，比特币可能分流黄金份额，但波动率仍是双刃剑！ 4、稀土资源：技术博弈下的"战略筹码" 中国稀土出口配额收紧，美国重启采矿法案，供需缺口下镨钕氧化物价格飙升。这类"工业黄金"更适合 长线资 ...

Preliminary Geomicrobial Results Uncovers Promising Microbial Signatures Linked to Rare Earth PotentialCALGARY, Alberta, April 30, 2025 (GLOBE NEWSWIRE) -- Integral Metals Corp. (CSE: INTG | OTC: ITGLF | FSE: ZK9) (the “Company” or “Integral”) is pleased to announce preliminary results from its 2024 geomicrobial survey at the Burntwood Project in northern Manitoba, where early findings demonstrate promising microbial patterns that may serve as biological pathfinders for rare earth element (REE) mineralizati ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .So far, this year has been quite something, as we have been bombarded by geopolitical and macroeconomic headlines almost on a daily basis. Especially the tariff announcement caused these risks to explode, as Mark Malek, chief investment officer at Siebert, perfectly summarized:A ...

CVR Partners (UAN) Q1 2025 Earnings Call April 29, 2025 11:00 AM ET Company Participants Richard Roberts - VP - FP&A and IRMark Pytosh - CEO, President & Director of CVR GP LLCDane Neumann - EVP, CFO, Treasurer & Assistant Secretary Conference Call Participants Rob McGuire - Equity Research Analyst Operator Greetings, and welcome to the CVR Partners First Quarter twenty twenty five Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the ...

eQ Plc interim report 29 April 2025 at 8:00 AM During the period under review, the Group's net revenue totalled EUR 14.0 million (EUR 16.5 million from 1 Jan. to 31 Dec. 2024). The Group's net fee and commission income was EUR 14.5 million (EUR 16.0 million). The Group's operating profit fell by 34% to EUR 5.8 million (EUR 8.8 million). The Group's profit was EUR 4.6 million (EUR 7.0 million). The consolidated earnings per share were EUR 0.11 (EUR 0.17). The net revenue of the Asset Management segment decre ...

Investment Rating - The investment rating for Wanhua Chemical is Underweight [2][8][76] Core Views - The report indicates that Wanhua Chemical is facing multiple geopolitical headwinds, including US export tariffs on MDI, China's import tariffs on ethane, and an anti-dumping investigation by the US, which are expected to negatively impact volume, price, and earnings [8][12][13] - The price target for Wanhua Chemical has been reduced to Rmb51.00, reflecting a 5% decrease based on updated financial data and a target multiple of 15x 2025e P/E [5][8][12] Summary by Sections Price Target and Earnings Estimates - The price target for Wanhua Chemical is set at Rmb51.00, down from Rmb54.00, based on a target multiple of 15x 2025e P/E [5][8] - The estimated EPS for 2025 is revised to Rmb3.42, down from Rmb3.61 [2][8] Financial Performance and Projections - The report projects a decline in net profit by 5% for 2025 and 6% for 2026, leading to a downward revision of earnings estimates [5][8] - MDI prices are expected to be Rmb12,305 per ton in 2025, with unit gross profit projected at Rmb2,892 per ton [16] Market Conditions and Risks - The geopolitical risks are anticipated to exert downward pressure on MDI prices and spreads, affecting overall earnings visibility for non-MDI products [8][12][13] - The report highlights that the valuation is no longer appealing, contributing to the Underweight rating [8][12]

Core Viewpoint - AngloGold Ashanti PLC (AU) has seen a significant stock appreciation of 86.9% year to date, outperforming the Zacks Mining - Gold industry's 53.8% rise, while the Basic Materials sector has only risen by 0.9% and the S&P 500 has declined by 12.6% in the same period [1][3]. Performance Summary - The AU stock closed at $43.14, which is 8% below its 52-week high of $46.90 reached on April 16, 2025 [3]. - The stock has outperformed major gold mining peers such as Newmont Corporation (NEM), Kinross Gold (KGC), and Barrick Gold Corporation (GOLD), which have seen stock increases of 46.9%, 58.8%, and 29% respectively this year [3][4]. Technical Indicators - AU has been trading above the 200-day simple moving average (SMA) since January 14, 2025, and is also above the 50-day SMA, indicating a bullish trend [5][7]. Drivers of Stock Surge - Rising gold prices have contributed significantly, with gold gaining 26% year to date, influenced by tariff tensions and geopolitical uncertainties. Gold briefly reached a record high of $3,500 before settling at $3,370 per ounce [10]. - The completion of the Centamin acquisition in November 2024 has added a significant asset to AngloGold Ashanti's portfolio, with the potential to produce 500,000 ounces annually [12]. - The company reported mineral reserves of 31.2 million ounces at the end of 2024, with a low adjusted net debt to adjusted EBITDA ratio of 0.21, the lowest since 2011 [13]. Financial Performance - In 2024, AngloGold Ashanti's total gold production was 2.661 million ounces, with a gold income increase of 27% to $5.67 billion, driven by a 24% rise in average gold prices [15]. - Total cash costs per ounce rose by 4% year-over-year to $1,157, while all-in-sustaining costs (AISC) also increased by 4% to $1,611 per ounce [16][17]. - Free cash flow surged to $942 million in 2024 from $109 million in 2023, with earnings per share reaching $2.21 compared to a loss of 11 cents in 2023 [18]. Future Projections - Gold production for 2025 is projected to be between 2.9 million and 3.225 million ounces, indicating a year-over-year growth of 9-21% [19]. - The Zacks Consensus Estimate for AU's 2025 sales is $7.27 billion, suggesting a 25.5% year-over-year growth, with earnings expected to grow by 12.7% [20]. Valuation Insights - AngloGold Ashanti is currently trading at a forward 12-month earnings multiple of 17.34X, which is above the industry average of 16.88X and higher than its five-year median [24]. - The average price target for AU suggests a potential decline of 12.4% from its last closing price, with the highest target indicating a dip of 2.6% [30]. Strategic Developments - The proposed joint venture with Gold Fields to combine their Tarkwa and Iduapriem gold mines is currently on hold due to pending approvals from the Ghana government, which could impact future production and cost efficiencies [32][34].

Company Performance - Masco Corporation (MAS) reported adjusted earnings per share (EPS) of 87 cents, missing the Zacks Consensus Estimate of 92 cents by 5.4%, and down from 93 cents in the prior-year quarter [4] - Net sales were $1.8 billion, falling short of the consensus mark of $1.84 billion by 1.9% and declining 6% year over year; excluding divestitures, net sales decreased 3% in local currency [4] - The adjusted operating margin contracted 60 basis points year over year to 18.5%, with adjusted EBITDA at $245 million compared to $255 million in the prior-year quarter [7] Segment Analysis - Plumbing Products segment net sales declined 1% year over year to $1.18 billion, with North American sales up 2% and international sales flat in local currency [6] - Decorative Architectural Products segment reported sales of $617 million, down 16% from the prior-year period; total paint sales decreased in mid-single digits, while PRO paint sales increased in the mid-single digits [8] Financial Position - As of March 31, 2025, Masco had total liquidity of $1.246 billion, down from $1.31 billion a year earlier, with cash and cash investments of $377 million and long-term debt of $2.95 billion [13] - The company repurchased 1.8 million shares for about $130 million and returned $66 million to shareholders in dividends during the reported period [13] Market Environment - The disappointing performance is attributed to a challenging macroeconomic and geopolitical environment, including new tariffs; Masco is implementing pricing adjustments and cost-saving initiatives to address rising cost pressures [2] - Management has refrained from providing full-year 2025 financial guidance due to ongoing uncertainty regarding external developments affecting industry demand and pricing dynamics [3]

Shares of critical mineral miner Energy Fuels (UUUU 11.74%) rallied 11.7% in Thursday's trading, well ahead of the overall market.Energy Fuels is a U.S.-based miner and processor of uranium and other rare-earth elements, among other critical metals. In recent days, China announced that it would be suspending certain shipments of rare-earth minerals to the U.S., in response to President Donald Trump's large tariff increases on Chinese goods. But today, Energy Fuels issued a press release saying it has a solu ...

Core Viewpoint - Satellogic Inc. has successfully completed a registered direct offering of 6,451,612 shares of Class A Common Stock at a price of $3.10 per share, raising approximately $20 million in gross proceeds for general corporate purposes [1][2]. Financial Summary - The offering is expected to generate gross proceeds of around $20 million before deducting placement agent fees and other expenses [2]. - The funds raised will enhance the company's liquidity and support operational execution and growth initiatives [4]. Strategic Initiatives - The recent offering, along with a $30 million contract for a low latency, AI-first satellite constellation, positions the company for significant growth opportunities [3]. - The company is focusing on its strategic realignment as a U.S. entity to leverage its data insights and technology [3]. Company Background - Founded in 2010, Satellogic is a vertically integrated geospatial company that aims to democratize access to high-resolution Earth observation data [6][7]. - The company utilizes patented Earth imaging technology to provide affordable solutions for various global challenges, including climate change and food security [7][8].