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X @The Economist
The Economist· 2025-09-28 05:00
Why do so many animals call urban India their home? One reason is that cities have been expanding rapidly into habitats that used to be theirs alone https://t.co/TbXV0bXpz5 ...
X @Bloomberg
Bloomberg· 2025-09-16 20:53
RT Bloomberg New Economy (@BBGNewEconomy)9.2 billion = the number of people expected to be living in cities by 2080, when the world is expected to reach peak population.@GregClarkCities, a member of our Dynamic Cities Coalition, breaks down the implications of this worldwide urban acceleration in @CityLab.Read Here:https://t.co/jncEgcZCAM ...
Ecora Resources (OTCPK:ECRA.F) 2025 Conference Transcript
2025-09-11 16:32
Summary of Ecora Resources Conference Call Company Overview - **Company**: Ecora Resources (OTCPK:ECRA.F, LSE:ECOR) - **Market Capitalization**: Approximately $260 million with an enterprise value of $375 million [4] - **Focus**: High-growth, critical minerals-focused royalty company, differentiating from traditional precious metals royalty companies [3] Core Industry Insights - **Critical Minerals**: The company is focused on critical minerals essential for electrification, power storage, urbanization, and digital infrastructure [3] - **Revenue Growth**: Expected growth from critical minerals is projected to increase from $54 million to $100 million by the end of the decade, with a significant contribution from specialty metals, uranium, copper, and cobalt [4][5] - **Transition from Coal**: The company is transitioning away from met coal royalties, which will diminish significantly by 2025, marking a pivotal shift in revenue sources [7] Financial Projections - **Income Growth**: Anticipated income from critical minerals is expected to grow from $30 million in 2025 to $45 million by 2030 [6] - **Valuation Potential**: The company believes it could be valued at over $1 billion based on current assets and growth potential [4] - **Debt Management**: Recent sale of a non-core gold royalty (DUGB) for up to $20 million helped reduce net debt by approximately 13% [10] Portfolio Highlights - **Diverse Assets**: The portfolio includes nine producing royalties, with a focus on copper (50% of NAV), cobalt, and uranium [14][18] - **Key Projects**: - **Voisey's Bay**: A nickel mine with cobalt stream rights, showing strong growth in production [27][28] - **Mantos Blancos**: A copper project with record returns due to operational improvements and high copper prices [19] - **Santo Domingo**: A significant development project expected to reach a financing decision soon [22] - **Palabora**: A rare earth project utilizing existing mining stacks, with production expected by 2027 [24] Market Dynamics - **Government Support**: Increased U.S. government focus on critical minerals is expected to benefit the company, particularly in cobalt and rare earths [41] - **Cost Positioning**: Over 80% of the company's assets are in the lower half of the industry cost curve, providing resilience against commodity price fluctuations [15][43] Strategic Focus - **Growth Strategy**: The company is prioritizing growth and deleveraging, with a focus on acquiring producing or near-production assets [40] - **Market Position**: The company operates in a less competitive space compared to precious metals, allowing for unique opportunities in critical minerals [31] Conclusion - **Investment Opportunity**: Ecora Resources presents a compelling investment opportunity due to its focus on critical minerals, strong growth projections, and strategic positioning within the market [33][34]
X @The Economist
The Economist· 2025-09-07 12:00
Some of the countries building high, such as Ethiopia and Ivory Coast, are growing rapidly. Africa’s sprawling cities could do with densification https://t.co/6N8QdQjcUK ...
Urbanization's Impact on Agriculture | Aryan Sharma | TEDxBrushy Creek Youth
TEDx Talks· 2025-08-26 16:10
Agriculture & Urbanization Challenges - Rapid loss of farmland: The industry loses 175 acres of farmland every hour, which could harvest 12.9 million apples [7][8] - Farmer attrition: From 2017, farm operations in the US declined by 7%, with Texas losing nearly 18,000 farm operations [9] - Environmental degradation: Approximately 33% of the world's agricultural soil is degraded, and 80% of wastewater is discharged without adequate treatment [10][11] Potential Solutions - Integrated land use planning: Building communities (agrihoods) around active farmland to support local food systems [12][13] - Artificial intelligence (AI): AI can help decrease water usage in farms by 30% and improve farming efficiency [15][16] Implementation Barriers - Outdated zoning laws: Urban planners prioritize maximizing land use, viewing farms as obstacles [18] - Limited access to resources: Farmers, especially in rural areas, lack access to the training, funding, or broadband needed for AI adoption [19]
KraneShares' Brendan Ahern breaks down what's behind China's overnight rally
CNBC Television· 2025-07-10 18:13
and their markets have seen a big rebound in stock markets in the past three months. The Shanghai Composite up nearly 9%, the FXI ETF up more than 15%, the KWEB Internet ETF up about that amount as well. Joining us now is Brendan Ahern.He's the chief investment officer at Crane Shares. Brendan, bring us up to speed. I mean you might have heard a little bit of that discussion about um sort of the future of some companies like Apple in China but more specifically amid rumors swirling about the health of Xiinp ...
房子已经过剩,开发商却还在不断盖楼,主要有4个原因
Sou Hu Cai Jing· 2025-06-23 15:53
Group 1 - The core argument is that despite the perception of housing surplus in China, developers continue to build due to a complex interplay of factors, including financialization of real estate, ongoing urbanization, improving housing demands, and survival pressures on developers [1][8]. Group 2 - The financialization of real estate has led to a mismatch in supply and demand, with many properties being hoarded rather than utilized for living or renting, resulting in a shortage of available housing for genuine buyers [1][8]. Group 3 - Urbanization continues to drive housing demand, with China's urbanization rate at 66.16%, indicating significant room for growth compared to developed countries, thus creating ongoing housing needs as rural populations migrate to cities [2][8]. Group 4 - There is a sustained release of demand for improved housing as families seek larger or more modern living spaces due to better economic conditions or changes in family size, providing a stable market for developers [6][8]. Group 5 - Developers face survival pressures that compel them to continue acquiring land and developing projects; halting construction could disrupt their financing chains and increase the risk of financial instability [7][8].
The rise of second-tier cities in India | Aditya Prakash | TEDxAIIMSBhubaneswar
TEDx Talks· 2025-06-12 15:46
[Music] Hello everyone. Sorry I'm a little bit loud. I'll just quickly jump into what I want to say as I have a flight to catch in a little bit.When I was 22 years old, I launched Bhuvaneshwar's largest residential project till date. Many people came to me and they told me that my ambitions might lead me astray. They said that Bhneshwar doesn't have the appetite for such high quality real estate.And on top of that, I launched this project in March 2020 during the peak of the pandemic. Despite all odds, we s ...
The Coca-Cola Company (KO) Presents at dbAccess Global Consumer Conference Transcript
Seeking Alpha· 2025-06-05 11:27
Industry Overview - The beverage industry is considered to have favorable long-term growth prospects, driven by population growth and increased consumer spending [3] - Urbanization is a significant trend that is expected to continue influencing the industry positively [3] Company Positioning - The Coca-Cola Company operates in a competitive environment but has unique advantages that allow it to thrive despite challenges [2] - The company benefits from its ability to access a growing consumer base, which is expected to expand over time [3]