Toronto, Ontario--(Newsfile Corp. - February 2, 2026) - Olive Resource Capital Inc. (TSXV: OC) ("Olive" or the "Company") is pleased to provide investors an update on its investments for the period ending January 31, 2026.Table 1: Olive's Investment PortfolioNameTickerSectorCategory (Audited) Value (Unaudited) Value (Unaudited) Value Dec 31, 2024Dec 31, 2025(1)Jan 31, 2026(1)Omai Gold Mines Corp.(2)OMG.vPrecious MetalsPublic Equity$456,720 $3,504,200 $4,230,070 Black Sheep Ventures Inc.PrivateReal EstatePr ...

Simplify Asset Management has launched a new ETF aimed at giving U.S. investors access to Chinese commodity markets without the complexities of taxes typically associated with futures-based strategies. • Simplify Commodities Strategy No K-1 ETF stock is taking a breather. Where are HARD shares going?Access To China's Commodity Markets Without A K-1The Simplify Chinese Commodities Strategy No K-1 ETF (NYSE:CCOM) is designed to provide diversified long and short exposure to commodity futures traded on major C ...

Core Viewpoint - Commodities are positioned strongly entering 2026, with gold and copper identified as the most compelling opportunities due to structural demand drivers, constrained supply, and improving mining margins [1] Gold Market - Supportive macro conditions for gold include a softer US dollar, elevated geopolitical risks, expectations of lower real rates, and ongoing central bank purchases, which create a solid foundation for price strength and profitability in gold equities [2] - The fundamentals supporting gold's rally remain intact, with expectations of falling real rates and continued diversification of central bank reserves, leading to a more favorable outlook for gold miners with expanded margins and strong cash generation [3] Copper Market - Copper is highlighted as the tightest major base metal, with supply disruptions, low inventories, and rising demand for data centers and power grids contributing to price increases [4][5] - The balance between supply and demand favors producers, although long-term capacity additions may temper upside potential beyond the near future [5] Energy Market - The oil market is expected to find a bottom in the first half of 2026, with recovery anticipated later in the year as OPEC and US shale operations approach capacity [6][7] - Geopolitical developments, particularly in Venezuela, introduce uncertainty, but select energy equities may benefit as market conditions improve [7] Agricultural Market - The firm is optimistic about select agricultural equities due to a tightening grain market, with lower prices discouraging planting in some regions while demand from biofuels and livestock feed remains resilient [8] Investment Strategy - The firm emphasizes a positive momentum in commodities, particularly in gold and copper, while also identifying future opportunities in energy and agriculture [9] - An active and highly selective investment approach is deemed essential in the current environment, as the range of outcomes at the company level can vary widely despite positive headline stories [10][11]

Core Viewpoint - Olive Resource Capital Inc. has reported significant growth in its investment portfolio and share price for the year 2025, driven by strong performance in the commodity market, particularly in gold and copper [2]. Investment Performance - The company's assets increased by 151% in 2025, with a share price rise of 240% during the same period [2]. - In December alone, assets rose by 11.2%, reflecting a strong finish to the year [2]. - Gold achieved a record gain of 65% for the full year, while copper saw a 41% increase; in contrast, oil experienced an 18% decline for the third consecutive year [2]. Investment Portfolio Overview - As of December 31, 2025, the total value of Olive's investment portfolio reached approximately $16.16 billion, up from $6.42 billion at the end of 2024 [3][10]. - Key investments include: - Omai Gold Mines: Increased from $456,720 in 2024 to $3,504,200 in 2025 [3]. - Sterling Metals Corp.: Decreased from $1,252,706 in 2024 to $1,074,043 in 2025 [3]. - Other public equity liquid investments rose from $1,417,143 in 2024 to $2,781,765 in 2025 [3]. Company Structure - Olive Resource Capital Inc. operates as a resource-focused merchant bank and investment company, primarily investing in natural resource companies at various stages of development [5]. - The company currently holds 1,000,000 common shares in treasury pending cancellation, with a total of 106,144,709 common shares outstanding [4].

Core Viewpoint - 180 Wealth Advisors LLC increased its stake in Blackrock Resources & Commodities Strategy Trust by 7.9% in Q3, indicating growing confidence in the investment management company [2] Group 1: Investment Activity - 180 Wealth Advisors LLC now owns 874,998 shares after acquiring an additional 64,332 shares, making it the 15th largest holding in their portfolio, valued at approximately $8,899,000 [2] - Other investors have also adjusted their stakes, with PNC Financial Services Group Inc. purchasing a new position valued at around $44,000 in Q2 [3] - Allworth Financial LP raised its holdings by 181.2% in Q2, now owning 5,623 shares worth $53,000 after buying an additional 3,623 shares [3] - CWM LLC increased its stake by 69.0% in Q3, owning 5,327 shares valued at $54,000 after purchasing 2,175 additional shares [3] - Geneos Wealth Management Inc. lifted its stake by 431.2% in Q1, now holding 7,442 shares valued at $69,000 after acquiring 6,041 shares [3] - Walleye Capital LLC also bought a new position valued at $96,000 in Q2 [3] Group 2: Price Performance - The stock opened at $11.06, with a 50-day simple moving average of $10.28 and a 200-day simple moving average of $9.96 [4] - The trust has a 1-year low of $7.84 and a 1-year high of $11.09 [4] Group 3: Dividend Information - A monthly dividend of $0.0697 per share will be paid on December 31st, with shareholders of record on December 22nd [5][6] - This dividend represents an annualized yield of 7.6% [5][6] Group 4: Company Profile - Blackrock Resources & Commodities Strategy Trust is a closed-end management investment company focused on total return through exposure to global commodities and natural resource sectors [7] - The trust provides diversified access to commodity markets, including energy, agriculture, metals, and minerals, aiming for returns uncorrelated with traditional equity and fixed-income benchmarks [7]

Gold (GC=F) and silver (SI=F) have been two of the biggest winners in financial markets this year as momentum in the precious metals trade pushed prices to all-time highs with just a handful of days left in 2025. Gold's year-to-date rally topped 70% on Monday, and on Tuesday the price of an ounce of gold briefly broke above $4,500. That set another record during a year that has seen the yellow metal hit 50 all-time highs. The price of silver has had an even stronger 2025, more than doubling since Januar ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the commodities market, particularly the impact of the US-China AI and geopolitical power race on commodity prices and supply dynamics [2][3]. Core Insights and Arguments Geopolitical and Economic Factors - The US-China competition is a significant driver for commodity investments, particularly gold, as emerging market (EM) central banks diversify into gold to hedge against geopolitical risks [2][6]. - A long-term bullish outlook for gold is maintained, with expectations for the price to rise by 14% to $4,900 per ounce by December 2026 [2][13][82]. - Commodities are viewed as portfolio insurance due to increasing supply concentration and geopolitical tensions, which raise disruption risks [2][20]. Specific Commodity Insights - **Gold**: Central banks are expected to continue diversifying into gold, with a projected average purchase of 70 tonnes per month in 2026, significantly higher than pre-2022 levels [15]. - **Copper vs. Aluminum**: A long copper and short aluminum trade is recommended due to supply constraints in copper and increased aluminum production driven by China's security of supply initiatives [2][10][33]. - **Oil**: A surplus in the oil market is anticipated for 2026, with Brent and WTI prices expected to average $56 and $52 per barrel, respectively [60][61]. - **Natural Gas**: A global gas glut is expected, with European natural gas prices projected to decline by approximately 35% by mid-2027 due to the largest LNG supply wave ever [2][67][71]. Market Dynamics - The US power market is tightening due to a surge in data center demand, which is expected to lead to higher prices and potential outages [47][52]. - The report highlights the contrasting power market conditions between the US and China, with the US facing capacity constraints while China has ample spare capacity [53][56]. Additional Important Insights - The report emphasizes the importance of strategic commodity control cycles, particularly in the context of rare earths and critical minerals, as countries increasingly insulate their supply chains [21][26]. - The potential for significant LNG supply growth is noted, with expectations for a 50% increase in global LNG exports by 2030, which will reshape the natural gas market [67][70]. - The report also discusses the long-term outlook for various commodities, forecasting declines in aluminum, lithium, and iron ore prices due to increased supply from Chinese investments [42][41]. Conclusion - The commodities market is influenced by a complex interplay of geopolitical factors, supply dynamics, and technological advancements, with significant implications for investment strategies in the coming years [2][3][20].

Core Viewpoint - Global investors are entering the next year with historically low cash levels on the sidelines, indicating a strong commitment to equities and commodities, influenced by President Trump's economic strategy [1] Group 1 - Bank of America's survey of fund managers reveals that cash levels are at their lowest recorded point [1] - Investors are making significant bets on stocks and commodities, reflecting confidence in market performance [1] - The economic strategy of President Trump, described as "run it hot," is shaping investment decisions among global investors [1]

Core Viewpoint - The article does not provide substantial information regarding Wells Fargo or any specific financial insights, focusing instead on product specifications related to gold [1][2]. Group 1 - Wells Fargo is associated with gold products, specifically a 1000g gold item with a purity of 999.9 [1][2].

Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports available, covering market movements of over 29 different commodities and providing various trading recommendations [1][2]. Group 1: Report Overview - The report includes bullish, bearish, and neutral calls, along with directional trading recommendations and actionable ideas for traders and investors [1][2]. Group 2: Author Background - Andrew Hecht, a veteran with 35 years of experience on Wall Street, specializes in commodities and precious metals, and runs The Hecht Commodity Report [2].