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东北证券:金价有望保持长牛 予紫金黄金国际“买入”评级
Zhi Tong Cai Jing· 2025-10-15 09:20
1)资源获取能力:更低的收购成本,2019-2024年公司金矿平均收购成本61.3美元/盎司,低于行业平均 92.9美元/盎司,且收购的矿山还能不断实现增储,例如截至2024年末罗斯贝尔金矿和阿基姆金矿的资 源量较收购时均增长了70%+。2)矿山运营能力:通过改善剥采比和贫化率、调整选矿工艺提高回收率 等,能把原来亏损的矿山做成盈利;公司在产矿山平均品位仅1.4g/t左右,但AISC成本1400-1500美元/盎 司左右,在TOP15金矿生产商中排名第6,且2024-2025H1公司成本趋于稳定。3)产量兑现能力:过去三 年公司产量增速21%为大型黄金股中增速最快,且事后看产量对年初指引的兑现度高(2022-2024年在产6 座矿山兑现度为99%/101%/103%),未来靠内生增长+外延并购,公司黄金产量CAGR有望继续维在 15%+的高增速。 金价有望保持长牛 1)中期看:全球央行购金每年维持1000吨+,叠加中国资金做多热情不减,使得金价脱离传统框架,而 在联储维持降息周期+美国经济类滞胀化的背景下,今年开始欧美资金也大幅转向黄金,多元化的买盘 将继续支持金价牛市;2)长期看:法币贬值和地缘对抗大势所趋 ...
MONGOL MINING(00975) - 最新营运资料截至二零二五年九月三十日止季度
2025-10-15 08:44
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 MONGOLIAN MINING CORPORATION (於開曼群島註冊成立的有限責任公司) (股份代號:975) 最新營運資料 截至二零二五年九月三十日止季度 Mongolian Mining Corporation(「本公司」,連同其附屬公司,統稱「本集團」)董事 會(「董事會」)謹此公佈截至二零二五年九月三十日止季度的未經審核最新營運資 料。截至二零二四年九月三十日止季度及截至二零二五年六月三十日止季度的比 較數字亦於本公告披露(如適用)。 本公司為業務集中於並位於蒙古國的最大的國際上市私營礦業公司。本集團整合 了一個多元化的業務組合,在蒙古國南部及西部地區開發及運營焦(冶金)煤、黃 金、銅及其他有色金屬礦業資產。 焦(冶金)煤營運 本集團的全資附屬公司Energy Resources LLC(「ER」)經營Ukhaa Khudag (「UHG」)焦煤煤礦,本集團控股附屬公司Khangad Ex ...
Thor Explorations Announces Q3 2025 Operating Update
Newsfile· 2025-10-15 06:00
Vancouver, British Columbia--(Newsfile Corp. - October 15, 2025) - Thor Explorations Ltd. (TSXV: THX) (AIM: THX) ("Thor Explorations" or the "Company") is pleased to provide its third quarter 2025 interim operational update for the Segilola Gold mine, located in Nigeria ("Segilola"), and for the Company's mineral exploration properties located in Nigeria, Senegal, and Côte d'Ivoire, for the three months to September 30, 2025 (the "Quarter" or "Q3").Segilola Q3 HighlightsQ3 gold poured of 22,617 ounces ("oz ...
Walmart, Nova Minerals, Astera Labs, Trilogy Metals And Stellantis: Why These 5 Stocks Are On Investors' Radars Today - Walmart (NYSE:WMT)
Benzinga· 2025-10-15 01:36
Market Overview - The stock market showed mixed results amid escalating tensions between the U.S. and China, with President Trump accusing China of an "Economically Hostile Act" regarding soybean purchases, leading to a decline in major indexes [1] - The Dow Jones Industrial Average increased by nearly 0.4% to close at 46,270.46, while the S&P 500 decreased by about 0.2% to 6,644.31, and the Nasdaq fell roughly 0.8% to 22,521.70 [1] Company Highlights - **Walmart Inc. (NYSE:WMT)**: Shares rose by 4.98% to close at $107.21, matching its 52-week high. Walmart announced a collaboration with OpenAI to integrate ChatGPT into its shopping experience, enhancing customer convenience [2] - **Nova Minerals Ltd. (NASDAQ:NVA)**: The stock surged by 110.30% to close at $71.84, reaching a 52-week high of $81.40. The company was invited by the Australian Ambassador to discuss its Estelle Gold and Critical Minerals Project, emphasizing its strategic importance [3] - **Astera Labs Inc. (NASDAQ:ALAB)**: Shares dropped by 19.03% to close at $161.55, with a 52-week high of $262.90. The company joined Arm Holdings' Total Design ecosystem to accelerate custom AI chip development [4] - **Trilogy Metals Inc. (NYSE:TMQ)**: Experienced a 61.59% increase, closing at $10.60, with a 52-week high of $11.29. The company benefited from increased focus on rare earth minerals amid U.S.-China trade tensions [5] - **Stellantis N.V. (NYSE:STLA)**: Shares fell by 2.56% to close at $9.91, with a 52-week high of $14.28. The automaker announced a $13 billion investment to expand its U.S. operations over the next four years [6]
Nova Minerals Stock: The Alaska Gold And Antimony Bet At A Turning Point (NASDAQ:NVA)
Seeking Alpha· 2025-10-15 01:15
Nova Minerals Limited (NASDAQ: NVA ) is a junior mining company, which develops Estelle Gold & Antimony Project in Alaska - one of the biggest underdeveloped gold deposits in the region. The company is transitioning from exploration to developing stage and has a clear goal - to become goldI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment stra ...
After Gold Blast Soars Past $4,000, BofA Eyes $5,000 in 2026
MarketBeat· 2025-10-14 22:42
Core Insights - Gold has experienced a significant price increase, rising approximately 57% as of October 13, 2025, and is on track for its best annual return since at least 1988 [1][2] - The price of gold surpassed $4,000 per ounce, trading near $4,100, driven by factors such as the U.S. government shutdown and rising tensions with China [2][5] Economic Factors - The ongoing U.S. federal government shutdown has created economic uncertainty, prompting investors to seek gold as a safe haven asset [3][4] - The shutdown has delayed key economic data releases, leading to market expectations of a 97% chance of a 25-basis-point rate cut by the Federal Reserve, which typically supports gold prices [4] Geopolitical Influences - Increased tensions between the U.S. and China, particularly regarding export restrictions on rare earth metals, have further fueled demand for gold [5] Analyst Predictions - Bank of America has raised its gold price forecast for 2026 to $5,000, while also cautioning about a potential near-term correction [6][7] - Goldman Sachs has set a target of $4,900 for gold by the end of 2026, citing inflows to Western gold ETFs and central bank purchases as key drivers [8] Investment Vehicles - SPDR Gold Shares ETF (GLD) has returned over 55% year-to-date, providing a straightforward way for investors to gain exposure to gold [12] - VanEck Gold Miners ETF (GDX) has outperformed gold with a return of about 134% in 2025, benefiting from the profitability of gold producers [15] - VanEck Junior Gold Miners ETF (GDXJ) delivered a 146% return in 2025, focusing on smaller, more speculative gold mining companies [17] Market Conditions - The decline in West Texas Intermediate crude prices by around 17% in 2025 has provided cost relief for miners, contributing to the outperformance of gold mining ETFs [19] - Despite potential near-term volatility, the long-term outlook for gold remains bullish, supported by macroeconomic conditions and geopolitical tensions [19][20]
Paradigm Gold Extends Closing of Non-Brokered Private Placement
Newsfile· 2025-10-14 22:07
Vancouver, British Columbia--(Newsfile Corp. - October 14, 2025) - Paradigm Gold Corporation (TSXV: PDQ) ("Paradigm" or the "Company") has extended the closing of its previously announced non-brokered private placement for a period of 30 days. The Company plans to issue up to 9,000,000 units for total gross proceeds of $1,050,000.The Company will issue up to 6,000,000 flow-through units ("FT Units") at a price of $0.125 per FT Unit to raise $750,000, and issue up to 3,000,000 non-flow-through units ("NFT U ...
MEDIA ADVISORY: Perpetua CEO to Join FOX Business to Discuss China, Critical Minerals
Prnewswire· 2025-10-14 21:59
Segment Scheduled to  Air Live on Wednesday, October 15 at 7:30am ET WHO: Jon Cherry, President & CEO of Perpetua Resources Maria Bartiromo, Anchor of Mornings with Maria on FOX Business WHAT: Perpetua President & CEO Jon Cherry will appear on Mornings with Maria on FOX Business to discuss China's rare earth and critical minerals control, and next steps for the Stibnite Gold Project, including the commencement of early works construction which could begin as soon as next week. WHEN: Wednesday, October 15, ...
Wallbridge Mining Announces Public Offering of Up to Approximately $15 Million
Globenewswire· 2025-10-14 21:27
Core Points - Wallbridge Mining Company Limited has announced a public offering of Charity Flow-Through Units and Hard Dollar Units for gross proceeds of up to approximately C$15 million [1][2] - The offering includes 65,000,000 Charity Flow-Through Units priced at C$0.15 each, aiming for gross proceeds of up to C$10 million, and 45,000,000 Hard Dollar Units priced at C$0.11 each, targeting gross proceeds of up to C$5 million [2] - The net proceeds will be utilized for the advancement of the Fenelon and Martiniere projects, as well as for general corporate purposes [4] Offering Details - Each Warrant from the offering allows the holder to purchase one Common Share at an exercise price of C$0.15 for a period of 36 months [3] - The Agents have an option to purchase up to an additional 15% of the offering to cover overallotments within 30 days following the closing [3] - The offering is expected to close on or about October 31, 2025, pending necessary regulatory approvals [5] Company Overview - Wallbridge Mining focuses on the exploration and sustainable development of gold projects in Quebec's Abitibi region, holding a mineral property position totaling 598 km along the Detour-Fenelon gold trend [7] - The company is advancing its flagship Fenelon Gold Project and the earlier exploration stage Martiniere Gold Project, along with several greenfield gold projects [7]
Wallbridge Mining Announces Public Offering of Up to Approximately $15 Million
Globenewswire· 2025-10-14 21:27
Core Viewpoint - Wallbridge Mining Company Limited has announced a public offering of Charity Flow-Through Units and Hard Dollar Units, aiming for gross proceeds of up to approximately C$15 million [1][2]. Offering Details - The offering will consist of 65,000,000 Charity Flow-Through Units priced at C$0.15 each, targeting gross proceeds of up to C$10 million, and 45,000,000 Hard Dollar Units priced at C$0.11 each, targeting gross proceeds of up to C$5 million [2]. - Each Charity Flow-Through Unit includes one common share (FT Share) and one common share purchase warrant (Warrant), while each Hard Dollar Unit includes one common share (Hard Dollar Share) and one Warrant [2]. - The Warrant allows the holder to purchase one Common Share at an exercise price of C$0.15 for a period of 36 months following the closing date [3]. Use of Proceeds - The net proceeds from the offering will be allocated to the advancement of the Fenelon and Martiniere projects, as well as for general corporate purposes [4]. Regulatory and Closing Information - The offering is expected to close on or about October 31, 2025, pending necessary regulatory approvals [5]. - The units will be offered via a prospectus supplement to the existing base shelf prospectus filed on January 2, 2024, across Canadian provinces and territories, excluding Quebec, and may also be offered through private placement in the United States [5]. Company Overview - Wallbridge Mining focuses on the exploration and sustainable development of gold projects in Quebec's Abitibi region, holding a mineral property position of 598 km² along the Detour-Fenelon gold trend [7].