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Barrick to Report Second Quarter 2025 Results on August 11, 2025
GlobeNewswire News Room· 2025-07-17 11:00
TORONTO, July 17, 2025 (GLOBE NEWSWIRE) -- Barrick Mining Corporation (NYSE:B)(TSX:ABX) will release its second quarter 2025 results before markets open on Monday, August 11, 2025 at approximately 6:00 AM EDT. President and CEO Mark Bristow will host a webcast to discuss the results at 11:00 AM EDT followed by a question-and-answer session with analysts. Q2 2025 RESULTSQ2 Results releaseAugust 11, 06:00 EDT / 10:00 UTCLive presentation and webcastAugust 11, 11:00 EDT / 15:00 UTCRegister to attend the webcas ...
Energy Fuels Now Producing Heavy Rare Earth Element Oxides
Prnewswire· 2025-07-17 10:45
Core Viewpoint - Energy Fuels is advancing its production of heavy rare earth element oxides, with potential commercial production starting as early as Q4 2026, addressing the U.S. demand for these critical minerals [1][4][6]. Production Update - Energy Fuels has begun pilot-scale production of Dysprosium (Dy) oxide with a minimum purity of 99.5%, expecting to produce its first kilogram within 30 days and approximately 15 kg by the end of September 2025 [3][4]. - The company plans to start producing Terbium (Tb) oxide by the end of November 2025 and anticipates beginning production of Samarium (Sm) oxide in January 2026 [3][4]. Unique Position in the Market - Energy Fuels is the only U.S. company producing separated heavy rare earth oxides from mined ores at a commercial facility, differentiating itself from competitors who focus on recycling [5][9]. - The company has successfully separated Neodymium and Praseodymium (NdPr) on a commercial scale since April 2024, positioning itself to meet the needs of U.S. manufacturers for rare earth metals and alloys [6][9]. Donald Project Insights - The Donald Project in Australia is a significant source of heavy rare earth elements, containing high concentrations of xenotime, which is rich in Dy, Tb, and Sm [7]. - The project is expected to produce approximately 129 tonnes of Sm, 16 tonnes of Tb, and 92 tonnes of Dy annually, significantly exceeding current U.S. requirements [7]. - If production decisions are made in 2025, commercial production from the Donald Project could commence by the end of 2027 [4][7]. Future Projects - Energy Fuels is also developing the Toliara Project in Madagascar, targeted to come online as early as 2028, and the Bahia Project in Brazil, expected in 2029, both containing significant quantities of light and heavy rare earth oxides [8][9].
紫金矿业(601899):金铜量价齐升 Q2业绩表现亮眼
Xin Lang Cai Jing· 2025-07-17 10:40
Core Viewpoint - The company is expected to achieve significant profit growth in the first half of 2025, driven by increased production and favorable commodity prices, alongside strategic moves such as the planned spin-off of a subsidiary for listing in Hong Kong [1][3][5]. Group 1: Financial Performance - The company forecasts a net profit attributable to shareholders of approximately 232 billion yuan for the first half of 2025, an increase of about 54% compared to 151 billion yuan in the same period last year [1]. - For Q2 2025, the expected net profit is around 130 billion yuan, up 27% from 102 billion yuan in Q1 2025 [1]. - The net profit excluding non-recurring items is projected to be about 215 billion yuan, reflecting a 40% year-on-year increase from 154 billion yuan [1]. Group 2: Production and Commodity Prices - The company reported production figures for H1 2025: copper at 570,000 tons (+10% YoY), gold at 41 tons (+17% YoY), silver at 223 tons (+6% YoY), and zinc (lead) at 200,000 tons (-9% YoY) [2]. - The average price of gold in Q2 was 770.46 yuan/g, a 15% increase from the previous quarter and a 39% increase year-on-year, while the average copper price was 78,102 yuan/ton, up 0.86% quarter-on-quarter [2]. Group 3: Strategic Initiatives - The company plans to spin off its subsidiary, Zijin Gold International, for a listing on the Hong Kong Stock Exchange, which includes eight world-class gold mines with a total gold reserve of 697 tons and a resource amount of 1,800 tons [3]. - The acquisition of the RG gold mine project for 1.2 billion USD is expected to enhance the asset scale and profitability of Zijin Gold International, further solidifying its position in the global market [4]. Group 4: Profit Forecast - The company anticipates net profits of 452 billion yuan, 505 billion yuan, and 568 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 41%, 12%, and 12% [5].
What Can Drive Vale Stock 2X?
Forbes· 2025-07-17 10:00
Group 1 - Vale's primary business is centered around iron ore, with significant profits generated when prices are high. An increase in iron ore prices to $150/ton could enhance revenue and profitability, particularly if driven by increased construction and steel output in China or demand from India [3][5] - The company is also focusing on nickel and copper, which are essential for electric vehicles and clean energy technologies. A considerable growth in demand for these metals could position Vale's base metals division as a key player in the market [4][5] - For Vale's stock to potentially double, a combination of stronger commodity prices and increasing demand from global infrastructure and energy initiatives is necessary. However, risks such as economic issues in China and regulatory challenges in Brazil could impact this outcome [5][6] Group 2 - The Trefis High Quality portfolio, which includes Vale, has outperformed the S&P 500, achieving over 91% returns since its launch. This portfolio offers a less volatile investment alternative compared to individual stocks [3][6] - The performance metrics of the Trefis High Quality portfolio indicate that it has provided stronger returns with reduced risk compared to the benchmark index, suggesting a smoother investment journey [6]
X @Bloomberg
Bloomberg· 2025-07-17 09:06
Chinese lithium prices and company shares surged after a domestic producer said it was ordered by local authorities to halt mining of the battery material. https://t.co/ZVom3W6YAM ...
X @Forbes
Forbes· 2025-07-17 05:40
Company Overview - American Rare Earths is highlighted as a noteworthy mining company [1] Resource Potential - The report suggests the existence of an American Rare Earths mine that may be currently undervalued or less known [1] Industry Focus - The article centers on the rare earth mining sector [1]
铅锌日评:沪铅区间整理,沪锌区间偏弱-20250717
Hong Yuan Qi Huo· 2025-07-17 01:05
Report Industry Investment Rating - No relevant content provided Core Viewpoints - The lead market has a supply - demand stalemate with no obvious contradictions. Tight raw materials and peak - season expectations support lead prices, and short - term prices are expected to be range - bound [1] - The zinc market has increasing supplies of both zinc ore and zinc ingots, while demand is in the off - season with an emerging inventory build - up trend. Fundamentals are weak, and short - term zinc prices are expected to be weakly range - bound. Consider shorting on rallies [1] Summary by Related Catalogs Lead Price and Market Data - The average price of SMM1 lead ingots decreased by 0.59% from the previous day, and the closing price of the main Shanghai lead contract dropped by 0.21% [1] - The LME 3 - month lead futures (electronic) closed at $1,978/ton, down 1.15% [1] News and Policies - In 2024, the GCC launched an anti - dumping investigation on lead - acid batteries from China or Malaysia. Different tariff ranges will be imposed on Chinese or Chinese - funded lead - acid battery enterprises [1] Fundamentals - There is no expected increase in lead concentrate imports, and processing fees are likely to rise. A primary lead smelter had a minor decline in production due to equipment maintenance [1] - In the secondary lead sector, waste lead - acid battery prices are likely to rise, and recyclers' supplies are limited. Secondary lead smelters face raw material shortages and cost issues, with overall low production [1] - The demand side is transitioning from the off - season to the peak season, and downstream purchasing may improve, reducing the drag on lead prices [1] Zinc Price and Market Data - The average price of SMM1 zinc ingots decreased by 0.45% from the previous day, and the main Shanghai zinc contract closed down 0.18% [1] - The LME 3 - month zinc futures (electronic) closed at $2,699.50/ton, down 0.07% [1] News and Policies - Vedanta's Q2 2025 report shows a 7% year - on - year increase in zinc concentrate production to 322,000 tons. Zinc India's production increased by 19% to 265,000 tons, and Zinc International's production increased by 50% to 57,000 tons [1] Fundamentals - Zinc smelters have sufficient raw material inventories, and zinc ore processing fees are rising. The production limit due to raw material shortages is weakening, and production is expected to increase [1] - Demand is in the off - season. Although zinc prices dropped and downstream buying increased zinc inventories, overall purchasing remains limited [1]
X @Investopedia
Investopedia· 2025-07-17 00:00
MP Materials, which has the only operational rare earths mine in the U.S., has drawn interest as a challenger to China's dominance from investors ranging from the Pentagon to tech giant Apple in recent days. https://t.co/E4TqEOffLY ...
3 Reasons Why Growth Investors Shouldn't Overlook HudBay Minerals (HBM)
ZACKS· 2025-07-16 17:46
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond ...
HBM vs. WPM: Which Stock Is the Better Value Option?
ZACKS· 2025-07-16 16:41
Core Insights - HudBay Minerals (HBM) and Wheaton Precious Metals Corp. (WPM) are both strong contenders in the Mining - Miscellaneous sector, with a focus on identifying which stock offers better value for investors [1][3] Valuation Metrics - HBM has a forward P/E ratio of 14.90, while WPM has a significantly higher forward P/E of 41.00 [5] - HBM's PEG ratio stands at 0.29, indicating a more favorable valuation relative to its expected earnings growth, compared to WPM's PEG ratio of 2.66 [5] - HBM's P/B ratio is 1.49, which is much lower than WPM's P/B ratio of 5.51, suggesting that HBM is undervalued compared to its book value [6] Investment Outlook - Both HBM and WPM have a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] - Despite both companies having solid earnings prospects, HBM is identified as the superior value option based on its valuation metrics, with a Value grade of A compared to WPM's Value grade of F [6]