Group 1 - The article provides an update on the Capital Group Core Equity ETF (NYSEARCA: CGUS), which has received a Buy rating twice in 2024 due to its excellent returns and strong factor mix [1] - Vasily Zyryanov, an individual investor and writer, focuses on identifying underpriced equities with high upside potential and overappreciated companies with inflated valuations, particularly in the energy sector [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] Group 2 - The research covers a wide range of industries, including oil & gas supermajors, mid-cap and small-cap exploration and production companies, oilfield services, mining, chemicals, and luxury goods [1] - Zyryanov believes that while some growth stocks merit their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

China has a near-monopoly of the rare-earths industry. But the more aggressive it is about using its market power, the greater the incentive for the rest of the world to find ways around it. We explain how https://t.co/W7nGEr5AFO ...

Core Points - Homerun Resources Inc. has completed the acquisition of exploitation rights for silica mineral rights in the Belmonte District, Bahia, Brazil, from Guidoni Brasil S.A. under a lease agreement with Companhia Bahiana de Pesquisa Mineral (CBPM) [1][2] - The acquired tenements are fully permitted for immediate extraction and have a lower royalty rate compared to previous contracts in the Santa Maria Eterna District [1][2] - The total payments under the agreement amount to R$2,500,000, with an initial payment of R$500,000 already made and the remaining R$2,000,000 to be paid in four installments over the next two years [3][6] Company Strategy - The company aims to consolidate control over silica sand deposits in the Belmonte Silica District, emphasizing the importance of building beneficial relationships and favorable terms [3] - Homerun is positioned as a primary demand driver and supply controller for silica sand, with a vertically integrated approach from extraction to solar glass production [3][9] - The company is focused on capitalizing on high-growth global energy transition markets through its dual-engine vertical integration strategy [9] Financial and Operational Highlights - The extraction royalty under the Guidoni Lease Terms is set at R$26 (approximately US$4.50) per tonne of extracted silica sand [2] - The company has achieved key milestones in its three-phase development plan, including government partnerships and advancements in materials processing technologies [9] - Homerun is committed to sustainable production technologies and aims to generate revenue while delivering shareholder value through strategic execution [10]

Core Viewpoint - FLSmidth has announced preliminary and unaudited financial results for Q2 2025 and H1 2025, along with an update to its financial guidance for the full year 2025, reflecting a strategic shift towards being a pure-play supplier to the mining industry following the divestment of its Cement business [1][2]. Financial Performance - For Q2 2025, FLSmidth reported consolidated revenue of DKK 3.4 billion and for H1 2025, revenue was DKK 7.1 billion [4]. - The Adjusted EBITA margin for Q2 2025 was 15.2%, while for H1 2025 it was 14.9% [4]. - Order intake for Q2 2025 was DKK 3.5 billion, and for H1 2025, it was DKK 7.3 billion [4]. Segment Reporting - FLSmidth will report on three continuing segments: Service, Products, and Pumps, Cyclones & Valves (PC&V) starting Q2 2025 [3]. - The PC&V segment is expected to consist of approximately 25% equipment-related orders and 75% aftermarket-related orders [3]. Financial Guidance - The updated revenue guidance for the full year 2025 is DKK 14.5-15.0 billion, down from the previous guidance of approximately DKK 15.0 billion, due to customer-driven delays and adverse foreign exchange rate movements [7]. - The Adjusted EBITA margin guidance has been upgraded to 15.0-15.5%, reflecting stronger-than-anticipated benefits from ongoing corporate model implementation [8]. Market Outlook - Market demand for aftermarket services in the global mining industry is expected to remain stable, while demand for original equipment is anticipated to remain soft compared to 2024 [9]. Transformation Costs - Costs related to the ongoing transformation activities and the separation of the Mining and Cement businesses are expected to total approximately DKK 200 million for the full year 2025 [10].

Hedge fund trader James Litinsky turned a $20 million distressed bonds bet into a billion-dollar mining fortune—with a little help from Uncle Sam and the Chinese.Read more: https://t.co/ZJ7EuKxS3A https://t.co/J9w6ZxpFeL ...

Australian miner South32 will take a $372 million impairment on its aluminum project in Mozambique that it said could shut next year, after it failed to secure an affordable energy supply https://t.co/kkotlI7b3l ...

Freeport-McMoRan is selling large volumes of copper ore following an outage at a plant it owns in Indonesia, bringing short-term relief to smelters facing a historic squeeze on supply https://t.co/KCMvF1YfHo ...

Group 1 - Emerita Resources Corp. has increased the size of its previously announced private placement from $15,000,090 to up to $24,999,975 due to strong investor demand [1][2] - The Offering will consist of up to 23,809,500 units priced at $1.05 per unit, with each unit comprising one common share and one-half of a common share purchase warrant [2] - Each warrant will allow the holder to purchase one common share at an exercise price of $1.30 for a period of 24 months following the completion of the Offering [2] Group 2 - The net proceeds from the Offering will be utilized for exploration and development work on the Company's Spanish mineral properties, as well as for general corporate and working capital purposes [3] - The Offering will be conducted under the Listed Issuer Financing Exemption, meaning the securities issued will not be subject to a statutory hold period under Canadian securities laws [4] - The Offering is expected to close on or about August 26, 2025, pending necessary approvals, including that of the TSX Venture Exchange [5] Group 3 - Emerita Resources Corp. is focused on the acquisition, exploration, and development of mineral properties in Europe, primarily in Spain, with its corporate office in Sevilla and an administrative office in Toronto [8]

Group 1 - Emerita Resources Corp. has increased the size of its previously announced private placement from $15,000,090 to up to $24,999,975 due to strong investor demand [1][2] - The Offering will consist of up to 23,809,500 units priced at $1.05 per unit, with each unit including one common share and one-half of a common share purchase warrant [2] - Each warrant will allow the holder to purchase one common share at an exercise price of $1.30 for 24 months following the Offering's completion [2] Group 2 - The net proceeds from the Offering will be utilized for exploration and development of the Company's Spanish mineral properties, as well as for general corporate and working capital purposes [3] - The Offering will be conducted under the Listed Issuer Financing Exemption, meaning the securities will not be subject to a statutory hold period under Canadian securities laws [4] - The Offering is expected to close on or about August 26, 2025, pending necessary approvals including that of the TSX Venture Exchange [5] Group 3 - Emerita Resources Corp. is focused on the acquisition, exploration, and development of mineral properties in Europe, primarily in Spain, with its corporate office in Sevilla and an administrative office in Toronto [8]