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]

Industry Development - Ucore Rare Metals aims to start rare earth elements production at a new Louisiana facility in May next year [1] - The new facility will boost US processing capacity [1] - The rare earth elements industry is currently dominated by China [1]

Core Insights - Antimony Resources Corp. has completed a Phase 1 drill program consisting of 16 holes on the Bald Hill property in New Brunswick, which is under option from Globex Mining Enterprises Inc. [1][2] - The drill program covered a total of 3,150 meters, with 70% of the holes intersecting massive stibnite or stibnite-bearing breccia over lengths of up to 20 meters [2] - The mineralized zone has been traced for at least 400 meters in strike length and remains open for further exploration both along strike and down dip [2] Drill Program Details - The drill program involved large diameter NQ core drilling [2] - Over 1,500 samples have been submitted for assay, with results still pending [2] - Initial drill result assays reported by Antimony Resources indicated values of up to 28.8% Sb [5]

Investment Rating - The report indicates a cautious outlook on near-term growth momentum despite a strong GDP print, suggesting the need for more policy stimulus to boost investment demand and support the labor market [6]. Core Insights - China's 2Q25 GDP grew by 5.2% year-on-year, slightly below the 5.4% growth in 1Q25, but above market consensus of 5.1% [1][8]. - Industrial production (IP) showed a surprising increase to 6.8% in June, driven by resilient export activities, with manufacturing IP accelerating to 7.4% [3][8]. - Retail sales growth moderated to 4.8% in June, lower than the previous month and consensus expectations, indicating potential weakness in domestic demand [4][8]. - Fixed asset investment (FAI) growth slowed to 2.8% year-to-date, with a significant contraction in property investment at -11.2% year-on-year [5][8]. - The urban unemployment rate remained stable at 5.0% in June, with disposable income per capita increasing by 5.1% year-on-year [10][11]. Summary by Sections Economic Growth - 2Q25 GDP growth was reported at 5.2% year-on-year, with a sequential increase of 1.1% quarter-on-quarter [1][8]. - In the first half of 2025, real GDP growth reached 5.3%, surpassing the annual policy target of "around 5%" [1]. Industrial Production - IP growth rose to 6.8% in June from 5.8% in May, with manufacturing IP accelerating to 7.4% [3][8]. - Growth was observed in 36 out of 41 industries, with notable increases in industrial robots and integrated circuits [3]. Retail Sales - Retail sales increased by 4.8% year-on-year in June, down from 6.3% in May, influenced by earlier promotions and subsidy halts [4][8]. - Catering services saw a significant slowdown, with growth dropping to 0.9% year-on-year [4]. Fixed Asset Investment - FAI growth moderated to 2.8% year-to-date, with a single-month growth of only 0.5% year-on-year [5][8]. - Property investment continued to decline sharply, with a contraction of -11.2% year-on-year [5]. Labor Market and Income - The urban unemployment rate remained unchanged at 5.0% in June, with average weekly hours worked at 48.5 [10][11]. - Disposable income per capita reached RMB 9,661 in 2Q, reflecting a 5.1% year-on-year increase [11].

Core Viewpoint - China's dominance over critical minerals is a pressing issue for the U.S. and global economy, with experts labeling it a "life or death matter" for the 21st century [1][11]. Group 1: China's Control Over Critical Minerals - China controls 92% of the global processing of rare earth materials and dominates the manufacturing of battery and magnet components [2]. - The country holds most of the critical minerals essential for defense, energy technologies, and the modern economy [3]. Group 2: U.S. Dependence and Vulnerability - The U.S. is 100% import-reliant on nearly a quarter of the 50 critical minerals and over 50% reliant on 29 of them [3]. - Experts emphasize the need for the U.S. to reassess its mining policies and trade deals to mitigate reliance on China [9]. Group 3: Potential Solutions and Strategies - Lawmakers suggest leveraging partnerships with allies like Canada and Australia, which have significant rare earth resources [5]. - Experts advocate for the use of tariffs as a protective measure against China's market undercutting, while cautioning against over-reliance on tariffs [9]. Group 4: Urgency for Action - The need for immediate changes in U.S. mining and trade strategies is critical to countering China's influence [9]. - The situation is compared to historical contexts, stressing that failing to act swiftly could have dire consequences for national security and economic stability [11].

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Viewpoint - UCORE RARE METALS, a rare earth concept stock, experienced a significant increase of approximately 15%, leading to a cumulative rise of about 43.3% over the past five trading days, with plans for a new factory in the U.S. set to commence production in 2026 [1] Company Summary - UCORE RARE METALS has seen its stock price surge by around 15% recently [1] - The cumulative increase in stock price over the last five trading days is approximately 43.3% [1] - The company is planning to launch a new factory in the United States, which is expected to start production in 2026 [1] Industry Summary - The rare earth sector is witnessing notable stock performance, as evidenced by UCORE RARE METALS' recent gains [1] - The establishment of new production facilities in the U.S. indicates a potential growth trajectory for the rare earth industry [1]

Core Insights - Newmont Corporation (NEM) has executed agreements to sell its shares in Greatland Resources Limited and Discovery Silver Corp, generating total cash proceeds of approximately $470 million after taxes and commissions [1][10] - This divestiture aligns with Newmont's strategy announced in February 2024 to focus on high-quality, core assets, simplifying its investment portfolio while enhancing cash flow [2][10] - Newmont is positioned to meet its 2025 targets, expecting to generate $3 billion in after-tax cash proceeds from its divestiture program, which will support its capital allocation strategy [3] Divestiture Details - Newmont agreed to sell half of its shares in Greatland in June 2025, with a remaining equity stake of about 9.9% post-sale [4] - The sale of Discovery shares will occur in two phases in May and July 2025, as part of the consideration for the divestment of the Porcupine mine [5] Financial Performance - Newmont's shares have increased by 18.9% over the past year, compared to a 32% rise in the industry [6] - The company anticipates gold production of approximately 5.9 million ounces for 2025, with costs applicable to sales (CAS) projected at $1,200 per ounce and all-in-sustaining costs (AISC) at $1,630 per ounce [7]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

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 news journalists who produce independent content across various financial markets [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 delivered by the team includes insights into 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 published content is edited and authored by humans [5]