Investors might want to bet on Iamgold (IAG) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earnings ...

Ivanhoe Mines sees plenty of growth opportunities as “the penny has finally dropped” on the Democratic Republic of the Congo’s importance in supplying critical minerals to the US and other Western economies. https://t.co/yN3KL5YFYi ...

Construction underway at Thacker Pass. Credit: Lithium Americas.Lithium Americas (TSX, NYSE: LAC) says it is targeting a capital spend of between $1.3 billion and $1.6 billion for Phase 1 of its Thacker Pass project in Nevada this year. A majority of that capex will be used on project construction, with an estimated cost of $1.2-$1.5 billion.Construction of Phase 1 is progressing, with detailed engineering design at 93% completion and procurement at 60% by the end of 2025, the Vancouver-based lithium develo ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q4 2025 increased by 81% to $1.5 billion, driven by higher copper prices and increased byproduct revenue, resulting in an adjusted EBITDA margin of approximately 50% [5][15] - Full-year adjusted EBITDA improved by 48% to $4.3 billion, supported by robust cash flow from operations and a return to a net cash position [6][15] - The company returned $1.3 billion to shareholders through share buybacks and dividends in 2025 [6][26] Business Line Data and Key Metrics Changes - Copper production in Q4 2025 was the strongest of the year at 55,000 tons, reflecting a 10% increase from Q4 2024 [18] - Gross profit before depreciation and amortization for the copper segment improved by 47% to $1.1 billion, driven by higher commodity prices and lower smelter processing charges [17][18] - Zinc segment gross profit before depreciation and amortization was $305 million, 5% lower than the same period last year, primarily due to decreased Red Dog zinc sales [21][22] Market Data and Key Metrics Changes - Copper prices reached record highs in Q4 2025, with the quarterly average exceeding $5 per pound for the first time [31] - The long-term outlook for copper remains strong, driven by global electrification and increased demand for clean energy solutions [31][32] Company Strategy and Development Direction - The company is focused on becoming a global leader in critical minerals, highlighted by the announced merger with Anglo American, which will create a top five global copper producer [3][33] - The Highland Valley Mine Life Extension project is underway, expected to extend the mine's life to 2046 and produce an average of 132,000 tons of copper per annum [7][26] - The company aims to achieve steady state operations at QB by the end of 2026, with significant progress made on TMF development [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in operational performance and reaffirmed production guidance for 2026 to 2028 for all Teck-operated sites [4][13] - The company anticipates strong cash flow generation, particularly if current copper prices are sustained, with potential EBITDA of $6.2 billion at an average copper price of $5.50 per pound [27][28] Other Important Information - Teck achieved 100% renewable power in Chile as of October 1, 2025, enhancing its sustainability profile [8] - The company maintained a strong balance sheet with $9.3 billion in liquidity, including $5.2 billion in cash [26] Q&A Session Summary Question: Update on QB TMF timing and rock benches - Management confirmed that progress on the QB action plan is on track, with the fourth rock bench completed and the fifth bench underway, maintaining confidence in achieving steady state by the end of the year [40][42] Question: Deferred stripping CapEx normalization timeline - Management indicated that elevated deferred stripping levels are expected to continue for a few years, normalizing around 2028 [43] Question: Discussions on Collahuasi and Zafranal projects - Management confirmed ongoing discussions regarding Collahuasi and stated that the feasibility study for Zafranal is progressing well, with a decision on construction expected after completion [46][47]

Financial Data and Key Metrics Changes - In Q4 2025, adjusted EBITDA increased by 81% to $1.5 billion, driven by significantly higher copper prices and increased byproduct revenue, resulting in an adjusted EBITDA margin of approximately 50% [5][15][16] - For the full year 2025, adjusted EBITDA improved by 48% to $4.3 billion, supported by robust cash flow from operations and a return to a net cash position [6][15][16] Business Line Data and Key Metrics Changes - Copper production in Q4 was the strongest of the year at 55,000 tons, reflecting a 16,000-ton increase from Q3 2025, with gross profit before depreciation and amortization in copper improving by 47% to $1.1 billion [4][18] - Zinc segment gross profit before depreciation and amortization was $305 million, 5% lower than the same period last year, primarily due to a decrease in Red Dog zinc sales [22] Market Data and Key Metrics Changes - Copper prices reached record highs in Q4 2025, with the highest sequential quarterly price gain since early 2021, averaging over $5 per pound [33] - The long-term outlook for copper remains strong, driven by global electrification and increased demand for clean energy solutions [33][34] Company Strategy and Development Direction - The company is focused on becoming a global leader in critical minerals, highlighted by the announced merger with Anglo American, which is expected to create a top five global copper producer [3][35] - The Highland Valley Mine Life Extension project is underway, expected to extend the mine's life to 2046, producing an average of 132,000 tons of copper per annum [7][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in operational performance and reaffirmed annual production guidance for 2026 to 2028, despite some expected periodic downtime due to TMF development work [10][13] - The company anticipates strong cash flow generation, particularly if current copper prices are sustained, with potential EBITDA of $6.2 billion at an average copper price of $5.50 per pound [28] Other Important Information - The company achieved 100% renewable power in Chile as of October 1, 2025, and was recognized as one of Canada's top 100 employers for the ninth consecutive year [8] - The company maintained a strong balance sheet with $9.3 billion in liquidity, including $5.2 billion in cash, and returned $1.3 billion to shareholders through buybacks and dividends [27] Q&A Session Summary Question: Update on QB TMF timing and profile - Management confirmed that progress on the QB action plan is on track, with significant improvements in sand deposition rates and completion of the fourth rock bench, with the fifth bench already started [42][44] Question: Deferred stripping CapEx normalization timeline - Management indicated that elevated deferred stripping levels are expected to continue for a few years, normalizing around 2028 [46] Question: Discussions on Collahuasi and Zafranal projects - Management confirmed ongoing discussions regarding maximizing value from Collahuasi and stated that the feasibility study for Zafranal is progressing well, with a decision on construction expected after completion [49][50]

We envision. We deliver. Q4 - FY 2025 Financial and Operational Results Webcast February 19, 2026 NYSE: FSM | TSX: FVI We envision. We deliver. Q4 - FY 2025 Highlights FY 2025 record free cash flow from ongoing operations4 of $330 million Cash Flow & Margins Balance Sheet Strength Delivering Growth Production $704.0 M in liquidity $381.5 M net cash position Safety Cash Cost & AISC Record FCF from Operations1,4 $132.3 M Q3 2025: $73.4 M Operating cash flow before working capital of $147.6 M or $0.48/share2 E ...

Toronto, Ontario--(Newsfile Corp. - February 19, 2026) - Scandium Canada (TSXV: SCD) is pleased to announce that the Company will be presenting at Red Cloud's Pre-PDAC Mining Showcase. We invite our shareholders and all interested parties to join us. The conference will be held in-person at The Omni King Edward Hotel on February 26-27, 2026. Guy Bourassa will be present on February 26th at 4:20 PM Eastern Standard time, providing an update on the Company’s Strategy, recentdevelopments and next-phase initia ...

Coeur Mining (NYSE:CDE) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker7Good day, and welcome to the Coeur Mining fourth quarter 2025 financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then one on your telephone keypad. To withdraw your question, ...

Wall Street expects a year-over-year increase in earnings on lower revenues when Energy Fuels (UUUU) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 26, might help the stock move higher if these key numbers are better than expec ...

Historically, BHP has been viewed as a proxy for the Chinese property market. Iron ore was the cash cow that funded dividends, while other commodities played supporting roles. Today’s report flips that narrative. The company has successfully transitioned its portfolio exposure toward future-facing commodities. This pivot effectively removes the China discount often applied to miners, re-rating the stock from a cyclical value play to a secular growth proxy. By aligning its production with the needs of the di ...