$80 million from the Pentagon has gone to owners of a mine in Idaho to extract a mineral critical for the US military. But questions are being asked whether that is the only treasure under the ground https://t.co/GXfm1jhuwZ https://t.co/zMLAZvIdy7 ...

This is the kickoff ceremony for a mine, which the owners say could be critical to America's military success. Antimony, the mineral they'll be mining, is used to make munitions. The company that owns the mine, Perpetua Resources, has been awarded $80 million of federal funding as part of an effort to make America self-sufficient in critical minerals.But some wonder if what's underground will ever make it into a round of ammunition. So a lot of this mine's critics have raised some serious questions about bo ...

Codelco expects output at its biggest copper mine to be stuck around current reduced levels for several years as the state-owned company grapples with the widening fallout from Chile’s deadliest mine accident in decades https://t.co/nm9apqk7BD ...

Core Viewpoint - McEwen (MUX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have a strong correlation with near-term stock price movements [4][6]. - Rising earnings estimates for McEwen suggest an improvement in the company's underlying business, potentially leading to higher stock prices [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - McEwen's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions for McEwen - For the fiscal year ending December 2025, McEwen is expected to earn -$0.01 per share, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for McEwen has increased by 9200%, reflecting a significant upward trend in earnings estimates [8].

Core Insights - The FTSE 100 has shown strong performance in 2026, rising 7.69% year-to-date and 22.75% over the past year, outperforming the S&P 500, which is down 0.24% year-to-date but up 12.16% over the past year [1][10] Market Trends - Rising geopolitical tensions and U.S. market volatility related to AI concerns have led investors to reassess their U.S. exposure and shift away from American securities [2][3] - The "AI scare" has heightened investor anxiety, particularly affecting the S&P 500 due to its heavy concentration in the information technology sector, prompting a rotation away from U.S. equities [3] Sector Performance - The FTSE 100 benefits from a heavier weighting in banks and mining stocks, with limited exposure to big tech and AI-driven companies, contributing to its outperformance compared to the S&P 500 [4] - U.K. large caps are trading at approximately a 40% valuation discount relative to U.S. equities, with U.K. banks showing compelling valuations compared to U.S. peers [5] Economic Indicators - The S&P Global U.K. Composite PMI rose to 53.9 in February, indicating continued economic momentum, marking the strongest level since April 2024 [6] - U.K. retail sales saw a 4.5% year-over-year increase in January, the strongest annual gain in almost four years [7] - The U.K. recorded a £30.4 billion ($40.9 billion) budget surplus in January 2026, a significant improvement from the previous year [8] Inflation and Monetary Policy - U.K. inflation eased to 3.0% in January, the lowest since March 2025, raising expectations for a potential interest rate cut by the Bank of England [9][10] - Following the inflation data, market expectations for a March rate cut by the Bank of England increased to nearly 90% [10][11] Investment Opportunities - Investors can consider U.K. ETFs such as iShares MSCI United Kingdom ETF (EWU) and Franklin FTSE United Kingdom ETF (FLGB) for increased exposure to the U.K. market [12] - Other diversified ETFs with significant U.K. exposure include iShares MSCI Europe Small-Cap ETF (IEUS) and iShares Core MSCI Europe ETF (IEUR) [13]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Wanblad reiterated expectations for completion about 12–18 months from the announcement, putting the estimated closing window between September 2026 and March 2027. He also said a $4.5 billion special dividend is expected to be payable to Anglo American shareholders of record around completion. When asked about U.S. approvals, Wanblad said all required approvals applied for have been received, with only South Korea and China outstanding.Anglo American also described progress toward its proposed merger with ...

Core Viewpoint - Anglo American PLC reported strong earnings, with an EPS of $0.28, exceeding estimates, and is pursuing a merger with Teck Resources to enhance its market position in critical minerals [1][3][6] Financial Performance - The company reported revenue of approximately $10.89 billion, aligning with expectations, and achieved a 2025 underlying EBITDA of $6.4 billion, supported by cost savings of $1.8 billion [1][2] - The price-to-sales ratio stands at 2.68, indicating investor confidence, while the enterprise value to sales ratio is 3.19 and the enterprise value to operating cash flow ratio is 11.55 [5][6] Strategic Initiatives - A proposed merger with Teck Resources aims to create a global leader in critical minerals, enhancing market position and unlocking substantial value [3][4][6] - The merger is supported by Teck's strong fourth-quarter performance, with adjusted earnings of C$1.37 per share and revenue of approximately C$2.79 billion [4] Financial Health Indicators - The company has a debt-to-equity ratio of 0.88, indicating a moderate level of debt, and a current ratio of 2.31, reflecting a strong ability to cover short-term liabilities [5][6]

Core Viewpoint - Northern Dynasty Minerals is facing legal challenges regarding the Pebble Project in Alaska, as it disputes claims made by the Department of Justice that contradict the Final Environmental Impact Statement [1][3]. Group 1: Legal Proceedings - The company plans to file a response to the DOJ brief by April 15, which will highlight perceived weaknesses in the government's arguments [4]. - CEO Ron Thiessen emphasized the company's strategy is centered around challenging the DOJ's veto and seeking a swift court ruling [3][4]. - The DOJ filing was submitted to the Alaska federal court on February 17, and the company intends to continue exploring settlement options with the Environmental Protection Agency (EPA) [4][2]. Group 2: Economic Implications - Thiessen warned that the government's stance could have broader implications, potentially jeopardizing other federal permits in the future, particularly concerning Clean Water Act permitting [5]. - The company's shares experienced a decline of 4.95%, trading at $1.25 at the time of publication [5].

Core Insights - HudBay Minerals reported revenue of $732.9 million for the quarter ended December 2025, marking a year-over-year increase of 25.3% but falling short of the Zacks Consensus Estimate of $763.81 million by 4.05% [1] - The company's EPS for the same period was $0.22, compared to $0.18 a year ago, but this also represented a significant miss of 44.4% against the consensus estimate of $0.40 [1] Financial Performance - Payable metal in concentrate and dore sold for Molybdenum was 190.00 tons, below the average estimate of 290.65 tons [4] - Gold production was 84,298.00 ounces, slightly above the average estimate of 83,565.30 ounces [4] - Payable metal sold for Copper in British Columbia was 3,747.00 tons, compared to the estimated 4,555.19 tons [4] - Payable metal sold for Silver in British Columbia was 45,298.00 ounces, below the average estimate of 52,037.99 ounces [4] Revenue Breakdown - Revenue from external customers in Peru was $447.3 million, slightly below the estimate of $451.74 million, with a year-over-year change of +28.9% [4] - Revenue from British Columbia was $59.4 million, compared to the estimated $67.2 million, representing a +5.6% change year-over-year [4] - Revenue from Manitoba was $226.2 million, below the estimate of $245.57 million, with a year-over-year increase of +24.5% [4] - Revenue from contracts totaled $707.7 million, compared to the average estimate of $766.32 million, reflecting a +19.8% year-over-year change [4] Contract Revenue Specifics - Revenue from contracts for Zinc was $12.5 million, significantly lower than the estimate of $41.17 million, representing a year-over-year decline of -23.8% [4] - Revenue from contracts for Silver was $16.3 million, compared to the estimated $39.31 million, with a +3.8% change year-over-year [4] - Revenue from contracts for Molybdenum was $9.9 million, below the average estimate of $14.78 million, with a +8.8% year-over-year change [4] - Revenue from contracts for Copper was $383.3 million, slightly below the estimate of $388.89 million, with a +9.8% change year-over-year [4] Stock Performance - HudBay Minerals shares returned +2.6% over the past month, while the Zacks S&P 500 composite experienced a -1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]