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Growth Stocks & Small Caps Overtake Mag 7 Momentum, GLD 15% Rally Potential
Youtube· 2025-12-12 18:00
I do want to welcome in our next guest though, broaden out our conversation here. Joining us now, Chris Vermuan, the founder and chief investment officer at the technical traders. Chris, thank you for being with us today.You know, I of course focused on Broadcom's earnings. We had Oracle pulling down the markets yesterday. You know, with these big AI names seeing these massive double-digit drops, you know, can we sustain this rally or or do we need to be concerned about the AI tech trade.>> Yeah, that's a g ...
银行企稳反转,科技分化转弱,中概股弱势盘整,黄金强势爆发
Ge Long Hui· 2025-12-12 03:37
COMEX黄金开盘后震荡上行,截至收盘上涨1.2%报4309.3美元/盎司,盘中最低报4231.2美元/盎司,最 高报4317.3美元/盎司。 银行股化企反转稳,其中高盛上涨2.45%,美国大通上涨2.34%,美国银行、花旗集团、摩根士丹利、 齐昂银行等股均小幅收涨。 科技股弱势分化,其中英特尔大跌3.11%,谷歌下跌2.43%,特斯拉、英伟达等股跌幅均在1%上方;奈 飞逆势上涨1.49%,微软上涨1.03%。 低开高走后涨跌互现,截至收盘道指上涨1.41%,纳指下跌0.25%,标准上涨0.21。盘面上,银行企稳反 转,科技分化转弱,中概股弱势盘整,黄金强势爆发。 中概股探底回升后全天围绕中轴窄幅盘整,截至收盘中国金龙下跌0.09%,其中拼多多下跌2.87%,小 鹏汽车下跌2.34%,理想汽车、阿里巴巴、哔哩哔哩等股跌幅均在1%上方;贝壳逆势上涨2.94%,百 度、蔚来等股涨幅均在1%上方。 理财就是一场修行,有人修有人度,结果就是看谁踩准了点,把握住了机会。 ...
Breadth Rates, & Sentiment: The Bull Case Builds
ZACKS· 2025-12-11 22:11
Key Takeaways S&P 500 breadth is improving.Fed cuts near market highs have been historically bullish.Neutral sentiment provides contrarian upside potential. Market Breadth is ImprovingMarket breadth, or participation, is one of the most critical indicators for investors to watch. While the major indices often mask underlying strength or weakness, market breadth tells the true story. For instance, in November, market breadth began to deteriorate well before the major indices corrected. However, currently the ...
Alkane Resources: A Dirt-Cheap Valuation For This Small-Cap Producer
Seeking Alpha· 2025-12-11 18:00
Alluvial Gold Research offers in-depth research on my favorite miners ranked in order to aid in positioning in the most undervalued miners with upcoming catalysts to drive portfolio outperformance. Subscribers also get access to my current portfolio and real-time buy/sell alerts as well as the following:Taylor Dart is an individual investor with over 16 years of trading experience, with his primary focus being precious metals developers, producers and royalty/streaming companies. Taylor leads the investing ...
Agnico Eagle Mines Limited (AEM) Presents at Emerging Growth Conference 88 Transcript
Seeking Alpha· 2025-12-11 17:12
PresentationAna Berry Good morning, good evening, good afternoon, wherever this finds you. Welcome to the 88th Emerging Growth Conference and day 2 of our Virtual Investor Conference. I'm Ana Berry. Today, we're running until 5 Eastern. [Operator Instructions] Now during each company's presentation, you can submit questions through the webcast module and we will attempt to address as many of these as possible at the end of the presentation. Now all of our conferences are uploaded to the Emerging Growth Con ...
Gold Royalty (NYSEAM:GROY) Earnings Call Presentation
2025-12-11 15:00
Building Our Portfolio Through Accretive Acquisitions and Peer-Leading Organic Growth December 2025 Disclaimer Cautionary Note Regarding Forward-Looking Statements GoldRoyalty The information contained herein includes "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and U.S. securities laws (collectively, "forward-looking statements") concerning the business, operations and financial performance of Gold Royalty Corp. ("GRC" or the "Company") and, in so ...
Minaurum Gold Inc. Announces Closing of Brokered Private Placement for Gross Proceeds of C$25M, Including Exercise in Full of Agents' Option
Newsfile· 2025-12-11 14:58
Minaurum Gold Inc. Announces Closing of Brokered Private Placement for Gross Proceeds of C$25M, Including Exercise in Full of Agents' OptionDecember 11, 2025 9:58 AM EST | Source: Minaurum Gold Inc.Vancouver, British Columbia--(Newsfile Corp. - December 11, 2025) - Minaurum Gold Inc. (TSXV: MGG) (OTCQX: MMRGF) ("Minaurum" or the "Company") is pleased to announce that it has completed its previously announced "best efforts" private placement (the "Offering") of 69,444,442 units of the Company ( ...
Star Royalties Announces Conversion of Elk Gold Royalty
Thenewswire· 2025-12-11 12:00
Core Viewpoint - Star Royalties Ltd. has entered into a binding agreement with Nhwelmen Construction Limited Partnership, allowing Elk Gold Mining Corp. to repurchase the Company's 2% net smelter return royalty on the Elk Gold Mine in exchange for a 5% equity ownership in Gold Mountain Mining Corp. following the resolution of Gold Mountain's court-appointed receivership process [1][2]. Transaction Highlights - The restructuring enables the Company to capitalize on the reorganization of Elk Gold and maintain optionality regarding the underlying resources [2]. - The equity position in Gold Mountain expands the Company's exposure to 21,187 hectares, significantly increasing the land package previously covered by the royalty [2]. - Elk Gold will be developed by a reputable operator known for safety and environmental stewardship, with permitting support from NCLP [2]. - The restructuring aligns the interests of the Company, NCLP, and the Nlaka'pamux Nation Tribal Council for long-term value maximization of Elk Gold [4]. Wealth Creation Potential - Near-term catalysts for Elk Gold include a revised resource statement, updated mine plan, exploration programs, and the announcement of a development partner [4]. - The new equity stake in Gold Mountain is expected to potentially surpass the value of the 2% NSR royalty, with unchanged positive asset attributes such as location, grade profile, and near-term cash flow potential [4].
Chalice Mining Limited (CGMLF) Discusses Gonneville Project Pre-Feasibility Study and Strategic Development Outlook Transcript
Seeking Alpha· 2025-12-10 23:23
PresentationAlexander DorschMD, CEO & Executive Director Good morning, everyone. Obviously, a major milestone today for Chalice Mining with the release of our pre-feasibility study for our world-class Gonneville project in WA. This is a major step forward for the company and for the asset. And I guess what we've released today confirms what we've known for a while here, which is that we have a standout development project and a standout opportunity in the critical minerals space and very much a very unique ...
Royal Gold (NasdaqGS:RGLD) Conference Transcript
2025-12-10 19:32
Royal Gold Conference Call Summary Company Overview - **Company**: Royal Gold (NasdaqGS:RGLD) - **Industry**: Precious Metals and Mining - **Date of Conference**: December 10, 2025 Key Points Company Growth and Financials - Royal Gold is experiencing significant growth with nine assets not yet contributing revenue, expected to generate $3 million per day for investment or shareholder returns in the March quarter [2][3][4] - The company operates a high-margin business model with consistent cash flows from precious metals, emphasizing its efficiency with a low employee count relative to revenue [4][6] - Royal Gold has a long history of over 40 years in the business and has been listed on Nasdaq for the same duration [5] Business Model and Strategy - The company focuses on royalties and streams, providing exposure to mining assets without operational and capital cost risks [5][6] - Royal Gold has a high percentage of gold revenue, the highest among large-cap peers, and has paid dividends for 25 consecutive years, increasing them annually [7][8][17] - The company prefers using cash and credit facilities for acquisitions, with equity offerings being a last resort [9] Recent Transactions - Royal Gold completed the acquisition of Sandstorm Gold Royalties on October 20, 2025, using shares to fund the transaction, which is unusual for the company [9][10] - The acquisition is expected to enhance cash flow and growth potential, combining cash flow from Royal Gold with growth assets from Sandstorm [24][25] Portfolio Diversification - The company has over 80 revenue-generating assets and more than 40 in development, with a total of over 200 assets at various stages [19][20] - Royal Gold's portfolio is highly diversified across operators, jurisdictions, and asset types, which helps mitigate risks and stabilize cash flow [21][22] - The Sandstorm acquisition reduced asset concentration, improving resilience against issues at major assets like Mount Milligan [22] Asset Highlights - **Back River Project**: Expected to contribute 9,000-10,000 gold equivalent ounces annually once at full production [28] - **Platreef**: Anticipated to produce 15,000-20,000 gold equivalent ounces per year, transitioning to production in early 2026 [31] - **Robertson**: Expected to produce around 6,000 gold equivalent ounces, with production anticipated in 2027 [33] - **Hod Maden**: A high-quality development asset in Turkey, expected to produce 30,000-40,000 ounces annually, with ongoing efforts to restructure ownership [34][36] - **Mara Project**: A brownfield project expected to start production in 2031, with a potential contribution of 22,000 ounces per year [42][43] - **Cactus**: A copper royalty project with a 22-year mine life, expected to contribute around 5,000 gold equivalent ounces annually [44][45] Market Position and Valuation - Royal Gold's share price has historically outperformed gold prices and major indices, with EBITDA margins around 80% [15][16] - The company is focused on improving market understanding of its valuation, especially post-Sandstorm acquisition, and aims to enhance trading multiples through debt reduction and increased dividends [57][58] Future Outlook - The company plans to provide a more detailed asset profile during an investor day in the first quarter of 2026 [24] - Royal Gold is cautious about capital allocation in the current gold price environment, prioritizing debt repayment while seeking growth opportunities [61][64] Additional Insights - The company emphasizes disciplined capital allocation and shareholder returns, with a focus on long-term growth rather than immediate high dividends [62][65] - Royal Gold's unique position as the only U.S.-domiciled company in its sector provides it with a distinct shareholder base and investment appeal [7] This summary encapsulates the key insights and strategic directions discussed during the Royal Gold conference call, highlighting the company's growth potential, diversified portfolio, and commitment to shareholder value.