Core Viewpoint - Hudbay Minerals is positioned for growth with the Copper World project expected to significantly increase copper output by 50% starting in 2029, contributing to a positive stock performance and resilience amid operational challenges [1][3][6] Group 1: Company Overview - Hudbay Minerals focuses on copper and gold production, operating several mines in North and South America [1] - The company has a market capitalization of approximately $6.23 billion and a trading volume of 4,467,378 shares [4] Group 2: Recent Performance - RBC Capital upgraded Hudbay's rating to "Outperform" with a stock price of $15.77 and raised the price target from C$24 to C$26 [2][6] - The stock has surged by 54.6% over the past three months, driven by the momentum from the Copper World project and strong gold output [2][6] Group 3: Project Impact - The Copper World project is a key growth factor, expected to boost copper output significantly by 2029 [3][6] - Despite operational challenges, Hudbay has maintained low costs and steady cash flow from gold and silver, enhancing its market resilience [3][6] Group 4: Stock Volatility - Hudbay's stock is currently priced at $15.77, reflecting a slight decrease of 0.57% or $0.09, with fluctuations between a low of $15.09 and a high of $15.97 today [5] - Over the past year, the stock reached a high of $17.73 and a low of $5.95, indicating volatility and potential for growth [5]

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Market Performance - Major U.S. indexes showed mixed performance last week, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average declining by 2.7%, 1.4%, and 0.5% respectively [1] - Investors are shifting focus from high-valuation technology and AI stocks to more defensive sectors due to market volatility [1] Federal Reserve and Economic Data - The end of a 43-day government standoff has reduced political risks, but delays in key economic data releases have created uncertainty for the Federal Reserve and investors [2] - The Fed is balancing economic growth and inflation, with inflation remaining above the 2% target and a resilient labor market casting doubt on December rate cut expectations [2] Zacks Research Performance - Zacks Research has provided guidance that led to significant stock performance, with Macy's shares increasing by 14.9% since its upgrade to Zacks Rank 1 on September 18, outperforming the S&P 500's 2.2% increase [3][4] - Fresnillo plc also saw a 7.2% return since its upgrade to Zacks Rank 1 on September 19, compared to the S&P 500's 1.8% increase [4] Zacks Model Portfolio Returns - A hypothetical portfolio of Zacks Rank 1 stocks returned +8.64% in 2025 through September 1, outperforming the S&P 500's +7.60% [4] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.8% compared to +11.3% for the S&P 500 [5] Specific Stock Performances - United Natural Foods, Inc. (UNFI) shares increased by 32.4% after its Zacks Recommendation was upgraded to Outperform [7] - Caterpillar Inc. (CAT) gained 35.9% over the past 12 weeks, while CACI International Inc. (CACI) returned 20.1% during the same period [10] Earnings Certain Admiral Portfolio (ECAP) - The ECAP returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain, and +2.72% year-to-date compared to the S&P 500's +14.84% [15] - The portfolio aims to minimize capital loss by holding shares of companies with a proven track record of earnings stability [16] Earnings Certain Dividend Portfolio (ECDP) - Johnson & Johnson (JNJ) returned 10.9% over the past 12 weeks, while UnitedHealth Group (UNH) increased by 5.9% [18] - The ECDP returned -0.01% in Q3 2025, underperforming the S&P 500's +8.1% gain [20] Top 10 Stock Portfolio - MasTec, Inc. (MTZ) has jumped 41.2% year-to-date, outperforming the S&P 500's 14.7% increase [22] - The Top 10 portfolio has produced a cumulative return of +2,553.1% since 2012, significantly outperforming the S&P 500's +545.2% [24]

Core Insights - Emerson has been selected by South32 to provide advanced automation solutions for the Hermosa mine project in Arizona, marking it as South32's first 'next generation mine' project [1][4] - The Hermosa project aims to produce critical minerals such as zinc, silver, and lead, with global demand for these metals expected to rise by 10-25% by 2035 due to industrial growth and renewable energy expansion [2] - Emerson's automation technology will enhance safety, efficiency, and environmental performance at the mine, utilizing a centralized control system to monitor and optimize operations [3][4] Company Overview - Emerson is a global industrial technology leader specializing in advanced automation, with a focus on optimizing business performance through intelligent devices and control systems [6] - The company is headquartered in St. Louis, Missouri, and has a strong commitment to combining innovative technology with operational excellence [6] Project Details - The Hermosa project will feature a remote operations center named Centro, which will employ approximately 200 full-time staff to oversee underground and surface equipment [3] - The project emphasizes environmental responsibility and aims to set a new standard for sustainability in the mining industry [4] - Caltrol, Emerson's Impact Partner, will provide expert service and maintenance support for the project [5]

Company Overview - Comstock Inc. (NYSE: LODE) focuses on innovating and commercializing technologies that support clean energy systems by efficiently extracting and converting under-utilized natural resources into reusable metals, including silver, aluminum, and gold, primarily from end-of-life photovoltaics [3] Upcoming Event - Corrado De Gasperis, Executive Chairman and CEO of Comstock Inc., will participate in the Water Tower Research Fireside Chat Series on November 18, 2025, at 11:00 a.m. Eastern Time [1] - The event will be hosted by Peter Gastreich, Managing Director at Water Tower Research, and is open for all investors to participate [2] Investor Engagement - Water Tower Research aims to modernize investor engagement through research-driven communications, providing equal access to high-quality company research for both institutional and retail investors [2]

Ghana has announced a mining sector tax reform abolishing value-added tax (VAT) on mineral exploration and reconnaissance activities in a bid to attract greater investment. The move, revealed by the country’s Finance Minister, Cassiel Ato Forson, comes as Ghana, Africa’s leading bullion producer, seeks to reverse more than two decades of limited new mining development, reported Reuters. The 15% VAT was introduced 25 years ago as part of wider fiscal reforms, and was applied to exploration-related expense ...

Lithium prices in China spiked after one of the country’s major producers gave a bullish forecast https://t.co/GQ5l7bZWMr ...

Core Viewpoint - Vast Resources plc is progressing with a rough stone tender that includes a total of 126,677.50 carats, aiming to maximize revenues for shareholders through phased sales of higher quality stones [2][3]. Group 1: Tender Update - The initial parcel for the rough stone tender consists of 126,677.50 carats, which includes 12,591.77 carats of mixed-quality gem stones, 63,091.75 carats of low-grade gem stones, and 50,993.98 carats of industrial stones [2]. - The company plans to sell the remaining higher quality stones in a phased manner to maximize revenue [3]. Group 2: Company Overview - Vast Resources plc is an AIM quoted mining company with operations in Romania, Tajikistan, and Zimbabwe [6]. - In Romania, the company is focused on advancing high-quality projects, including the Baita Plai Polymetallic Mine, which has a JORC compliant resource report indicating a mine production life of approximately 3-4 years and a total mineral resource of 15,695 tonnes copper equivalent [7]. - The company also owns the Manaila Polymetallic Mine and is working to bring it back into production [8]. - In Tajikistan, Vast has a joint venture for the Takob Mine, which will provide a 12.25 percent royalty on sales of non-ferrous concentrate [10]. - Additionally, Vast is contracted to manage the Aprelevka gold mines, aiming to increase production towards historical peak levels of approximately 27,000 ounces of gold and 250,000 ounces of silver per year [11].

锌周报 2025 年 11 月 17 日 走势锚定宏观 锌价宽幅震荡 核心观点及策略 上周沪锌主力期价震荡回落。宏观面来看，美国政府结束停 摆，但美联储官员集中放鹰，因担忧通胀释放降息谨慎言论， 12 月降息预期回落，抑制市场风险偏好。国内 10 月经济全 面走弱，且新增信贷及社融低于预期且低于季节性，市场情 绪降温。 投资咨询业务资格 沪证监许可【2015】84 号 李婷 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 从业资格号：F0307990 投资咨询号：Z0011692 高慧 从业资格号：F03099478 投资咨询号：Z0017785 王工建 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 从业资格号：F03112296 投资咨询号：Z0021040 何天 从业资格号：F03120615 投资咨询号：Z0022965 焦鹏飞 从业资格号：F03122184 投资咨询号：Z0023260 敬请参阅最后一页免责声明 1/ 8 基本面看，CZSPT 发布 2026Q1 进口锌矿加工费指导价 105-120 美元/吨，略高于当前现货加工费。国际铅锌周上市 场普遍预计 ...

Core Insights - Red Mountain Mining (ASX: RMX) has been approved for listing on the US OTCQB stock exchange, showing strong pre-listing market activity with high trading volumes and investor interest [1] - The new listing will enhance access for US retail and institutional investors, improving visibility within the US critical minerals network and positioning alongside US-listed peers [2] Company Developments - Red Mountain's antimony projects, including Yellow Pine, Utah, and Silver Dollar, are situated in Tier-1 mining districts near significant developments like Perpetua Resources' Stibnite project and Trigg Minerals' Antimony Canyon project [3] - The company is making progress at its Armidale antimony-gold project in New South Wales, Australia [3][4] Industry Context - The company aims to build a portfolio to address the "unprecedented critical shortage" of strategic metals supply from Western mining companies, engaging with strategic partners to advance its critical minerals assets [5] - A recent $355 million commitment from the US Department of Energy aims to enhance mining, processing, and manufacturing technologies in the sector [5] - The signing of a Critical Minerals Framework agreement between the US and Australia will see both nations invest at least $1 billion each in critical minerals projects over the next six months, providing momentum for the company's US expansion strategy [6]