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Silvercorp Metals: 8x Forward Earnings For A Company That Could Potentially Triple Revenue
Seeking Alpha· 2026-02-23 23:01
Silvercorp ( SVM ) hasn't been on my radar for a long time, simply because of its geopolitical risk. I've shied away from buying the stock as it owns silver mines in China. A Canadian silver miner based in China? In thisAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SVM over the next 72 hours. I wrote this a ...
Strait of Hormuz Threats, Defense Stocks, and a Private Credit ’Black Swan’?
Investing· 2026-02-23 19:56
Market Analysis by covering: Gold Spot US Dollar, Kinross Gold Corp, Wheaton Precious Metals Corp, Gold Futures. Read 's Market Analysis on Investing.com ...
INTEGRA PROVIDES 2026 GUIDANCE AND THREE-YEAR OUTLOOK HIGHLIGHTING PRODUCTION GROWTH AT FLORIDA CANYON GOLD MINE
Prnewswire· 2026-02-23 11:30
Core Viewpoint - Integra Resources Corp. has provided its 2026 guidance, highlighting production growth at the Florida Canyon Gold Mine, with a focus on operational reliability and strategic investments to enhance long-term value [1][2]. Production Outlook - Gold production at the Florida Canyon Mine is projected to be between 70,000 and 75,000 ounces in 2026, with approximately 45% expected in the first half of the year [1]. - For 2027 and 2028, gold production is anticipated to increase to 80,000 to 90,000 ounces per year, driven by targeted pit expansion and investments in the mobile mining fleet [2]. Cost and Capital Expenditures - Total cash costs for 2026 are estimated to range from $1,900 to $2,100 per ounce sold, influenced by a higher gold price assumption [1]. - Mine-site all-in sustaining costs (AISC) are expected to be between $2,750 and $2,950 per ounce sold, reflecting a capital-intensive period [1]. - Sustaining capital expenditures are projected at approximately $62.0 million to $68.0 million, with a focus on waste stripping and fleet upgrades [1][2]. Development Projects - The company plans to spend between $35.0 million and $40.0 million on advancing the DeLamar and Nevada North projects in 2026, focusing on engineering, permitting, and site support [2]. - At DeLamar, significant efforts will be made towards detailed engineering and procurement, with a federal permitting schedule established under NEPA [2]. Strategic Focus - Integra aims to build a durable, U.S.-focused gold producer, emphasizing operational strengthening in 2026 and sustainable production growth through 2027 and 2028 [1][2]. - Investments in safety systems, water security, and mining technology are part of a deliberate approach to reduce operational risks while pursuing growth [1].
黄金白银直线拉涨,金饰价格涨到1575元
Sou Hu Cai Jing· 2026-02-23 01:55
| | 卖品 | ¥1575 | | --- | --- | --- | | 足金饰品 (每克) | 换金价 | ¥1340 | | | 换珠宝价 | ¥1340 | | 950 | ## | *863 | | 铂金饰品 | | | | (每克) | 换金价 | *693 | 生生金宝 ¥1380 型出 (每克) 国 68 @中新经纬 2月23日,黄金、白银开盘直线拉涨。截至发稿,国际现货黄金涨幅为0.73%,报5149美元/盎司;现货 白银突破86美元/盎司,日内涨超2%。 国内品牌金饰延续上涨趋势,周生生足金饰品报1575元/克,较21日1550元/克涨20元。 ...
Silver, gold surge as Iran bets shift
Yahoo Finance· 2026-02-21 19:33
Group 1: Silver Market Dynamics - Silver prices have shown significant volatility, with a peak of $121.785 per troy ounce on January 29, followed by a drop to $72 on February 16, before rallying to above $82, marking a nearly 6% increase for the week [2][3] - JPMorgan Chase has raised its price target for silver to $81 an ounce, indicating bullish sentiment for the metal in 2026, although it may not reach the highs seen in January [2][3] - The iShares Silver Trust ETF increased by 7.9%, SPDR Gold Shares ETC rose by 1.9%, and Global X Silver Miners ETF was up by 4.4%, reflecting a broader positive trend in related investments [4] Group 2: Factors Influencing Silver Prices - Geopolitical tensions in the Persian Gulf have led to a flight to safe assets, benefiting gold and silver [4] - The ongoing expansion of data centers and computer systems for artificial intelligence applications is expected to sustain demand for silver, a key component in these technologies [4] - The Supreme Court ruling regarding President Trump's tariff plan is not expected to limit growth in U.S. government deficits, prompting central banks to continue purchasing gold and silver as hedges [4] Group 3: Company Performance - Newmont Corp. experienced a decline of 2.6% after warning of a potential decrease in production for 2026 compared to 2025 [5] - Pan American Silver saw an increase of 5.8%, while Freeport-McMoRan was up by 2.6%, indicating positive performance among silver-related companies [7]
First Majestic (AG) Skyrockets by Double-Digits on 22% PT Hike
Yahoo Finance· 2026-02-21 16:14
Core Viewpoint - First Majestic Silver Corp. (NYSE:AG) has shown significant stock performance improvement, driven by a price target upgrade and strong financial results, including a return to profitability and substantial revenue growth [1][2][4]. Financial Performance - First Majestic reported a net income of $211 million, reversing a net loss of $101.9 million in 2024 [2]. - Total revenues more than doubled to $1.257 billion from $560.6 million in 2024, attributed to a 47% increase in average realized silver prices [4]. - In Q4, net income was $105.2 million, compared to a net loss of $13.5 million in the same quarter of 2024, with revenues surging 169% to $463.9 million from $172.3 million year-on-year [4]. Investment Recommendations - HC Wainwright raised its price target for First Majestic to $30 from $24.50, maintaining a "buy" recommendation [2]. - The company announced a dividend distribution of $0.0083 per common share, with plans to increase dividends to 2% of net quarterly revenues by June 2026 [5]. Operational Highlights - The strong performance was driven by a $358.1 million increase in mine operating income, a non-cash deferred income tax recovery of $89.1 million, and a $20.3 million impairment reversal related to the Del Toro Silver Mine sale [3].
Ed Siddell Sees 100bps in 2026 Rate Cuts, Metal & Nuclear Bull Cases
Youtube· 2026-02-21 14:30
Economic Outlook - The economy is showing positive signs with significant increases in durable goods orders, particularly in primary and fabricated metals, machinery, and electronic equipment, indicating a bullish outlook [2][3] - CPI inflation numbers are reported at 2.4%, which is below expectations, further supporting the positive economic sentiment [4] Federal Reserve Insights - The Federal Reserve's recent actions, including injecting $16 billion into the economy, are seen as inflationary, but there is optimism regarding potential rate cuts under the new Fed chair, Walsh [7][10] - Expectations for rate cuts range from 75 to 125 basis points this year, with a probability of a 100 basis point cut being considered likely [10] Consumer Affordability - Lower interest rates are anticipated to improve consumer affordability, particularly in housing and small business sectors, which could lead to job creation and higher wages [12][13] Investment Opportunities - There is a strong belief in the potential for gold and silver prices to increase over the next 12 to 24 months, making them attractive investment options [14] - The energy sector, particularly nuclear energy, is viewed as a long-term investment opportunity due to current volatility and rising electricity costs [15] Market Volatility and Strategy - The market is experiencing significant volatility, driven by emotions such as profit-taking and fear of missing out (FOMO), which affects stock performance [18] - A well-balanced portfolio is recommended to mitigate the impact of market fluctuations on overall gains and losses [16] Risks to Monitor - Key risks include the strength of the US dollar and government debt levels, which could impact the value of precious metals in the near term [20][21]
US stock market volatility is ‘really nothing’ says Warren Buffett. How to invest like the Oracle when others want out
Yahoo Finance· 2026-02-21 11:47
Core Insights - Market crashes and volatility are inevitable, and seasoned investors like Warren Buffett structure their portfolios to withstand these fluctuations [1][6] - Buffett emphasizes that young investors should adopt a long-term perspective and not be overly concerned with short-term market swings [2][3] - Predictions for 2026 remain bullish despite concerns over an AI bubble and gold price dips, with many analysts anticipating double-digit returns [4] Investment Strategies - Berkshire Hathaway's portfolio is well-diversified, with significant holdings in Apple (18.7%) and American Express (16.1%), and a cash reserve of $381.7 billion, positioning the firm to capitalize on market downturns [7][26] - Diversifying investments by adding alternative assets can provide protection during market downturns, with options including precious metals, real estate, and art [8][9][24] - Investing in precious metals like gold and silver can help mitigate inflation impacts, with analysts predicting gold prices may exceed $5,400 per ounce by late 2026 [10][9] Real Estate Investment - Commercial real estate offers higher potential returns compared to residential properties, and platforms like Arrived allow investors to participate with minimal capital [13][15] - Lightstone DIRECT provides accredited investors access to institutional-quality multifamily real estate opportunities, enhancing transparency and reducing fees [18][21] Alternative Assets - Post-war and contemporary art is gaining traction as a low-correlation investment, with platforms like Masterworks enabling fractional ownership of high-value artworks [24][25] - Masterworks has reported strong annualized returns on art investments, appealing to high-net-worth individuals seeking diversification [25] Cash Management - Maintaining a healthy cash reserve is crucial for taking advantage of market opportunities, with Wealthfront Cash Account offering competitive interest rates and easy access to funds [26][27] - Wealthfront currently provides a base variable APY of 3.30%, with promotional rates boosting returns for new clients [27]
Silvercorp Metals: What Silver Price Is Embedded In Today's $2.43B Valuation?
Seeking Alpha· 2026-02-21 03:16
Company Analysis - Silvercorp Metals Inc. (SVM) was valued at approximately $1.374 billion using a conservative sum-of-the-parts approach in December [1] - At that time, SVM traded at $7.83, with a market capitalization of around $1.59 billion, and the analyst's recommendation was a neutral Hold [1] Investment Strategy - The investment approach is focused on building a resilient, income-generating portfolio with a long-term growth mindset, primarily long-only [2] - The strategy blends dividend-paying equities, REITs, and other income strategies with selective growth opportunities, emphasizing disciplined, fundamentals-driven investing [2] - Capital preservation is prioritized while compounding returns over time [2]
Texas Precious Metals Partners with Breakaway Roping Star Josie Conner
Globenewswire· 2026-02-21 00:28
SHINER, Texas , Feb. 20, 2026 (GLOBE NEWSWIRE) -- Texas Precious Metals is pleased to announce a partnership with breakaway roping star, Josie Conner. Standing at the forefront of women’s rodeo, Conner was named WPRA Resistol Rookie of the Year in 2022, is a four-time Wrangler NFBR qualifier, and owns the 2024 and 2025 AQHA Horse of the Year. As a rising star in breakaway roping — a discipline demanding split-second mastery as well as unshakeable focus and precision — Conner has worked hard to earn her plac ...