Market Overview - The Nasdaq and S&P 500 reached new highs at the end of June 2025, with the Nasdaq up 33% since April 8 and the S&P 500 up 25%, largely driven by significant gains from Nvidia and other tech stocks [1] - There may be selling pressure and volatility as the market approaches the second quarter earnings season in mid-July [1] Economic Context - Trade deals, cooling inflation, and strong earnings growth expectations create a bullish environment for Wall Street as summer begins [2] - Investors are encouraged to seek stocks that combine compelling value with improving earnings outlooks for potential buying opportunities in July and beyond [2] Value Stock Screening - The value stock screen utilizes Zacks Rank 1 (Strong Buys) or 2 (Buys) and focuses on stocks with price-to-earnings (P/E) and price-to-sales (P/S) ratios below the industry median [4][8] - The screening process also considers quarterly earnings rates above the industry median and incorporates upgrades and estimate revisions to identify the top seven stocks [5][8] Featured Stock: Hudbay Minerals - Hudbay Minerals Inc. (HBM) is a Canadian mining company focused on producing copper, gold, silver, zinc, and molybdenum, with key assets in Canada, Peru, and the U.S. [6][10] - The company has a growth pipeline that includes projects like Copper World in Arizona, with copper accounting for approximately 57% of its projected 2024 revenue [10] - Hudbay reported a significant beat-and-raise in its first quarter, earning a Zacks Rank 2 (Buy), with projected adjusted earnings growth of 42% in 2025 and a 9% increase in revenue [11] Earnings Estimates - Current earnings estimates for Hudbay are as follows: - Current Quarter (6/2025): $0.17 - Next Quarter (9/2025): $0.15 - Current Year (12/2025): $0.68 - Next Year (12/2026): $0.67 [12] - The most accurate estimates show a potential increase to $0.84 for the current year and $1.16 for the next year, indicating strong growth potential [14] Stock Performance - Hudbay's stock has increased by 260% over the past five years, significantly outperforming the Zacks Basic Materials sector, which rose by 40% [14] - The stock experienced a 33% increase in 2025, reaching new 10-year highs on July 1, while trading in line with its 10-year median at a forward P/E of 15.7X [14]

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Market Trends - Competition among traders for copper and other metals contracts is heating up in the Americas [1] Investment and Funding - Vitol Group and Breakwall Capital have formed a credit fund targeting mining companies in the Americas [1]

Group 1 - B2Gold Corp. announced the first gold pour at its Goose Mine, marking a significant advancement in its global portfolio with high-quality assets [1] - The Goose Mine, located in Nunavut, Canada, is B2Gold's fourth producing mine and its first operating asset in Canada [2] - Ore processing at the Goose Mine commenced on June 24, 2025, with the mill operating at approximately 50% of its nameplate capacity, aiming for full capacity by Q3 2025 [3] Group 2 - B2Gold projects gold production of 120,000 to 150,000 ounces for 2025, with an average annual production of 300,000 ounces expected from 2026 to 2031 [3] - The company has allocated $32 million of its $61 million corporate exploration budget for 2025 to the Back River Gold District, indicating significant exploration potential [4] Group 3 - In Q1 2025, B2Gold reported adjusted earnings per share of 9 cents, surpassing the Zacks Consensus Estimate of 8 cents, with revenues of $532 million compared to $461 million in the prior year [5] - Consolidated gold production for the March-end quarter was 192,752 ounces, a decrease of 10.1% year over year, but higher than the company's expectations [5] Group 4 - B2Gold's stock has increased by 39.4% over the past year, while the industry has seen a growth of 49.9% [6]

Company Overview - AMAROQ MINERALS LTD. has upgraded to trade on the OTCQX® Best Market from the Pink® market, enhancing its visibility to U.S. investors [1][2] - The company focuses on the identification, acquisition, exploration, and development of gold and strategic metal properties in South Greenland, with its principal asset being a 100% interest in the Nalunaq Gold mine [4] Market Significance - The upgrade to the OTCQX Market is significant for companies aiming to provide transparent trading for U.S. investors, as it allows them to utilize home market reporting to make information available in the U.S. [3] - Companies must meet high financial standards, adhere to best practice corporate governance, and comply with applicable securities laws to qualify for OTCQX [3] Strategic Goals - Eldur Olafsson, CEO of Amaroq, expressed that the company has received strong support from U.S. investors and aims to expand its global reach through the increased visibility on the OTCQX [4] - Amaroq Minerals is executing a strategy to become a proxy for Greenland's growing mining and infrastructure industries [4]

Core Viewpoint - Amaroq Minerals Ltd. has been approved to trade on the OTCQX Best Market in the U.S., enhancing its visibility and trading opportunities for U.S. investors [3][4]. Company Overview - Amaroq Minerals is an independent mine development corporation focused on unlocking Greenland's mineral potential, with its shares continuing to trade on multiple exchanges including AIM, TSX-V, and NASDAQ Iceland [3][5]. - The company's principal asset is a 100% interest in the Nalunaq Gold mine, along with a portfolio of gold and strategic metal assets in Southern Greenland [8]. Trading Details - Trading on the OTCQX will commence under the ticker symbol "AMRQF" [3]. - The admission to OTCQX ensures that U.S. investors have access to the same level of information and disclosure as those in the UK, Canada, and Iceland [4]. Strategic Goals - The CEO of Amaroq expressed optimism that increased visibility on the OTCQX will expand the company's global reach and support from U.S. investors [6].

Core Viewpoint - Endeavour Mining plc is set to announce its Q2 and Half Year 2025 financial results on July 31, 2025, before the London Stock Exchange market opens [1]. Group 1: Financial Results Announcement - The financial results will be released on Thursday, July 31, 2025 [1]. - A conference call and webcast will be held on the same day at 8:30 am EDT/1:30 pm BST to discuss the results [1]. Group 2: Conference Call Details - The conference call will be accessible at different times: 5:30 am in Vancouver, 8:30 am in Toronto and New York, 1:30 pm in London, and 8:30 pm in Hong Kong and Perth [2]. - Participants can register for the conference call via a provided link [2]. - The webcast will be available for playback on Endeavour's website [2]. Group 3: Contact Information - For investor relations inquiries, the Vice President of Investor Relations can be contacted at +44 203 011 2723 [3]. - Media inquiries can be directed to Carole Cable at Brunswick Group LLP in London [3].

Core Viewpoint - Canyon Resources Limited has officially appointed Mr. Peter Secker as the new Chief Executive Officer (CEO), effective July 1, 2025, marking a significant leadership transition for the company [1][3]. Group 1: Leadership Transition - Mr. Secker joined Canyon as a strategic advisor on February 5, 2025, and has since played a crucial role in supporting the management team and Board [2][4]. - Former CEO Mr. Jean Sebastien Boutet has transitioned to the role of Chief Commercial and Corporate Development Officer, continuing to contribute to the company's strategic initiatives [4][8]. Group 2: Project Development - Mr. Secker's appointment comes at a critical time as Canyon focuses on transitioning from development to construction and production phases, particularly for the Minim Martap Bauxite Project [3][5]. - The company aims to start production in early 2026 and make its first bauxite shipment in the first half of 2026 [2][5]. Group 3: Leadership Insights - Mr. Secker has over 40 years of global mining experience, which is expected to be a significant asset for Canyon as it seeks to unlock the full potential of the Minim Martap Project [3][7]. - The Board of Canyon has expressed confidence in Mr. Secker's leadership to drive long-term value for shareholders [7][8].

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Report Industry Investment Rating - Not provided Core Viewpoints - Lead prices have continued to rise supported by raw materials and reduced production at secondary lead plants, but the lack of peak season demand and inventory accumulation risks limit further upward momentum [1] - Zinc prices have rebounded due to positive macro - sentiment and supply - side disturbances, but the rebound suppresses downstream purchasing, and inventory accumulation suggests limited upside potential, with opportunities to short after positive factors fade [1] Summary by Relevant Catalogs Lead Market Price and Spread - The average price of SMM1 lead ingots decreased by 0.29% to 16,950 yuan/ton, and the closing price of the main futures contract rose by 0.44% to 17,200 yuan/ton. The basis of Shanghai lead decreased by 125 yuan/ton to - 250 yuan/ton [1] - The LME 0 - 3 spread decreased by 5.43 dollars/ton to - 27.57 dollars/ton, and the LME 3 - 15 spread increased by 3.40 dollars/ton to - 54.60 dollars/ton [1] Trading Volume and Open Interest - The trading volume of the active futures contract decreased by 20.49% to 32,321 lots, and the open interest decreased by 0.76% to 51,408 lots. The trading volume to open interest ratio decreased by 19.88% to 0.63 [1] Inventory - LME lead inventory remained unchanged at 271,925 tons, and Shanghai lead warehouse receipts increased by 0.88% to 46,288 tons. As of June 30, SMM lead ingot five - location inventory was 5.63 tons, up from previous weeks [1] Fundamental Information - A large secondary lead smelter in East China had poor production in June and may cut production in July. Lead concentrate imports are not expected to increase, and processing fees are likely to rise [1] - Secondary lead smelters face raw material shortages and cost inversion, leading to reduced production. Demand is expected to improve as it transitions from the off - season to the peak season [1] Zinc Market Price and Spread - The average price of SMM1 zinc ingots decreased by 0.36% to 22,420 yuan/ton, and the closing price of the main futures contract rose by 0.38% to 22,495 yuan/ton. The basis of Shanghai zinc decreased by 165 yuan/ton to - 75 yuan/ton [1] - The LME 0 - 3 spread decreased by 9.99 dollars/ton to - 10.23 dollars/ton, and the LME 3 - 15 spread decreased by 6.11 dollars/ton to - 44.83 dollars/ton [1] Trading Volume and Open Interest - The trading volume of the active futures contract decreased by 28.74% to 160,924 lots, and the open interest decreased by 1.57% to 140,186 lots. The trading volume to open interest ratio decreased by 27.60% to 1.15 [1] Inventory - LME zinc inventory remained unchanged at 117,475 tons, and Shanghai zinc warehouse receipts increased by 11.06% to 7,077 tons. As of June 30, SMM zinc ingot seven - location inventory was 8.06 tons, up from previous weeks [1] Fundamental Information - Zinc smelters have sufficient raw material inventory, and zinc concentrate processing fees are rising. The production of zinc smelters is expected to increase [1] - Zinc price rebounds suppress downstream purchasing, and demand is mainly for replenishing inventory as needed [1] Industry News - Sulliden Mining Capital Inc. acquired a 48% stake in a nickel, zinc, and lead exploration project in Poland, which includes two concessions [1]