Group 1 - Gold had its best year since 1979 in 2025, indicating a significant recovery and strong performance in the precious metals market [1] - The VanEck Gold Miners ETF (GDX) returned 155% in 2025, which is more than double the gain of gold itself, showcasing the outperformance of gold mining stocks relative to the underlying commodity [1] - The article emphasizes the importance of thematic investing and macro drivers of asset classes, suggesting a focus on broader market conditions and sector analysis [1]

Investment Activity - RAB Capital Jersey Limited purchased 1,250,000 units of Viva Gold Corp. at a price of C$0.16 per unit for a total of C$200,000 on December 30, 2025 [1] - Each unit consists of one common share and one-half non-transferable common share purchase warrant, with each warrant exercisable at C$0.24 per share until December 29, 2028 [1] Ownership Structure - Mr. Philip Richards now beneficially owns and controls 22,220,000 common shares and 5,775,000 warrants, representing approximately 12.94% of the outstanding shares on a non-diluted basis and approximately 16.31% on a partially-diluted basis [2] - Prior to this acquisition, Mr. Richards owned 20,971,500 common shares and 4,150,000 warrants [2] Investment Strategy - The units were acquired for investment purposes, with a long-term view, and RAB Capital may consider acquiring additional securities of Viva Gold or selling existing securities based on market conditions [3] - RAB Capital focuses on investments in small companies and real estate development opportunities based on fundamental analysis [4] Company Information - Viva Gold is a British Columbia company with its registered office located in Vancouver, Canada [5]

Core Insights - Gold experienced a significant rally in 2025, increasing by 32.22% in six months and 67.42% over the year, driven by factors such as rising central bank buying, economic uncertainty, Fed rate cuts, increased ETF inflows, and a weaker dollar [1][11] Group 1: Market Dynamics - Investor appetite for gold and precious metals funds remained strong, with $2.03 billion inflows in the final week of 2025, although gold prices saw a slight pullback due to profit booking and raised futures margins [2] - Analysts project gold prices could reach $4,000-$5,000 per troy ounce in 2026, supported by robust central bank demand, with 95% of central banks planning to increase reserves [3][4] - Goldman Sachs targets $4,900 for gold, while State Street estimates a range of $4,000-$4,500, with geopolitical factors potentially pushing prices to $5,000 [4] Group 2: Economic Influences - Anticipation of further Fed rate cuts in 2026 is expected to support gold prices, with forecasts suggesting three-quarter-point cuts before mid-year due to weak labor markets and inflation uncertainty [6] - A weaker U.S. dollar, resulting from Fed rate cuts, is likely to increase demand for gold, making it more affordable for foreign buyers [7] Group 3: Investment Strategies - Gold serves as a diversification tool for tech-heavy portfolios, with ongoing concerns about elevated valuations in the tech sector prompting investors to seek alternatives like gold [8] - Gold's safe-haven appeal remains strong amid rising macroeconomic and geopolitical risks, as indicated by a 9.7% increase in the CBOE Volatility Index since December 2025 [9] - A long-term passive investment approach is recommended to navigate short-term volatility, with fundamentals supporting further gains in gold [12] Group 4: Gold ETFs - Investors are encouraged to consider gold ETFs such as SPDR Gold Shares (GLD), iShares Gold Trust (IAU), and others to increase exposure to gold [14] - GLD is noted for its liquidity with an asset base of $149.43 billion, while GLDM and IAUM are highlighted as cost-effective options for long-term investing [15] - Gold miners ETFs like VanEck Gold Miners ETF (GDX) and others provide access to the gold mining industry, which can amplify gains and losses [16][17]

Core Insights - IAMGOLD Corp. has completed two significant acquisitions that enhance its land position and resource base in the Chibougamau-Chapais mining district of Quebec, Canada, positioning it as a key player in North America's gold exploration and development sector [2]. Group 1: Acquisitions - On December 19, 2025, IAMGOLD finalized the acquisition of Northern Superior Resources Inc., consolidating key deposits Philibert, Chevrier, and Croteau with its Nelligan and Monster Lake projects, valuing the deal at approximately C$267.4 million [3]. - The combined assets, now known as the Nelligan Mining Complex, are estimated to contain around 3.75 million ounces of Measured & Indicated gold resources and 8.65 million ounces of Inferred resources, supporting IAMGOLD's strategy for a centralized processing hub [4]. - On December 22, 2025, IAMGOLD completed the acquisition of Mines d'Or Orbec Inc., adding the Muus Project to its portfolio for approximately C$17.2 million, enhancing its exploration potential in the Chibougamau district [5]. Group 2: Market Position and Performance - IAMGOLD's shares have increased by 120.4% over the past six months, outperforming its industry's rise of 59.2% [8]. - The company is currently trading at a forward 12-month price-to-sales ratio of 3.76X, aligning with the industry's average, and holds a Value Score of B [11]. - The Zacks Consensus Estimate for IAMGOLD's earnings indicates year-over-year growth of 62% for 2025 and 85.4% for 2026, with EPS estimates trending higher over the past 60 days [13][14].

Key Takeaways CRS is positioned for strong booking growth, driven by robust demand in Aerospace and Defense markets.Estimates for CRS for 2026 indicate $10.07 EPS and $3.07B revenues, with one upward revision in 30 days.CRS expects operating income to be $660-$700M in fiscal 2026.Carpenter Technology Corporation (CRS) is positioned for strong booking growth from robust demand, especially in Aerospace and Defense. Over the past year, shares of CRS have grown 74.8%, outperforming the industry’s 59.9% rise.Ima ...

Core Insights - Ingevity Corporation (NGVT) shares have increased by 26.6% over the past six months, outperforming the Zacks Chemical - Specialty industry's decline of 7.3% and the S&P 500's increase of 11.8% during the same period [1][7] Group 1: Strategic Acquisitions - Ingevity is enhancing its portfolio through strategic acquisitions, including Georgia-Pacific's pine chemicals business, which has optimized production and reduced costs, leading to margin expansion [2] - The acquisition of Capa caprolactone has introduced a differentiated technology platform with applications in coatings, adhesives, and specialty polymers, contributing to a sustainable revenue stream [2] - The acquisition of Ozark Materials strengthens Ingevity's position in the construction market, allowing the company to capitalize on infrastructure demand [2] Group 2: Long-Term Growth Initiatives - Ingevity is implementing initiatives to ensure long-term growth, including repositioning its Performance Chemicals business by exiting lower-margin markets, which has improved working capital and increased free cash flow and EBITDA [3] - The potential divestiture of Advanced Polymer Technologies is expected to further enhance margins [4] - Growth is supported by the first commercial sales of Tall Oil Fatty Acid in European biofuels and expanded production capacity for soy-based fatty acids [4] - Capacity additions in caprolactone monomers and polyols, opportunities in the methane value chain, and the globalization of the Pavement Technology business are also expected to drive growth [4]

Group 1: Pan American Silver (PAAS) - The company is focused exclusively on silver mining and has a Zacks Rank of 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings increased by 2.3% over the last 60 days [1] - Shares gained 33.1% over the last three months compared to the S&P 500's gain of 1.9% [1] - The company possesses a Momentum Score of A [1] Group 2: USCB Financial (USCB) - This community bank offers a range of banking services including personal, business, and electronic banking [2] - The bank has a Zacks Rank of 1 and the Zacks Consensus Estimate for its current year earnings increased by 2.4% over the last 60 days [2] - Shares gained 8.1% over the last three months compared to the S&P 500's gain of 1.9% [2] - The company possesses a Momentum Score of A [2] Group 3: Allied Gold Corporation (AAUC) - The company is a gold producer with assets and development projects primarily in Cote d'Ivoire, Mali, and Ethiopia [3] - It has a Zacks Rank of 1 and the Zacks Consensus Estimate for its current year earnings increased by 7% over the last 60 days [3] - Shares gained 25.6% over the last three months compared to the S&P 500's gain of 1.9% [3] - The company possesses a Momentum Score of A [3]

Core Viewpoint - Canadian GoldCamps Corp. has successfully closed the first tranche of its non-brokered private placement financing, raising a total of $555,000 through the issuance of 5,550,000 common shares at a price of $0.10 per share [2]. Financing Details - The first tranche raised gross proceeds of $555,000, which will be partially used for a $100,000 cash payment related to an option agreement with Stelmine Canada Ltd., with the remainder allocated for general working capital [2]. - The offering is subject to regulatory approvals, including acceptance from the Canadian Securities Exchange, and the securities issued will have a hold period of four months and one day [3]. Option Agreement with Stelmine - The company has issued 1,822,941 shares to Stelmine as part of a binding letter of intent, representing 9.99% of the company's outstanding shares, in exchange for exclusivity regarding the Courcy and Mercator projects [4]. - The letter of intent grants the company an exclusive option to acquire up to an 80% interest in the Courcy and Mercator projects, with an initial 10% interest contingent upon the execution of a definitive option agreement [5]. Related Party Transactions - An officer of the company participated in the first tranche, acquiring 200,000 shares, which is classified as a related party transaction under Multilateral Instrument 61-101 [6]. Finder's Fees - The company paid a finder's fee of $1,800 and issued 18,000 finder's warrants, allowing the holder to acquire shares at an exercise price of $0.12 for 24 months [7].

Leadership Changes - Jean-Paul Tsotsos has been appointed as the permanent Chief Executive Officer of Chesapeake Gold Corp., effective January 1, 2026, after serving as Interim CEO since November 1, 2023 [1] - Rajesh Vyas has been appointed as Chief Financial Officer and Corporate Secretary, effective January 1, 2026, bringing over 25 years of experience in the mining industry [2] - Navin Sandhu stepped down as Interim Chief Financial Officer on December 31, 2025, and Bernard Poznanski also stepped down as Corporate Secretary on the same date [3] Company Overview - Chesapeake Gold Corp's flagship asset is the Metates Project located in Durango State, Mexico, which hosts over 16.77 million ounces of gold at 0.57 grams per tonne and 423.2 million ounces of silver at 14.3 grams per tonne within 921.2 million tonnes in the Measured and Indicated Mineral Resource category [5] - Additionally, the Inferred Mineral Resource category contains 2.13 million ounces of gold at 0.47 grams per tonne and 59.0 million ounces of silver at 13.2 grams per tonne within 139.5 million tonnes [5]

Group 1 - Nable (NABL) has seen a 20% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - RenaissanceRe (RNR) has experienced a 12.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Palantir Technologies (PLTR) has reported a 10.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Allied Gold Corporation (AAUC) has seen a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Analog Devices (ADI) has experienced a 5.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [5]