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As gold and silver struggle, Franklin Templeton sees value in mining stocks
KITCO· 2026-02-12 20:48
Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...
Uranium And Junior Mining Stocks With The URNJ ETF
Seeking Alpha· 2026-02-12 19:28
Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports, covering market movements of over 20 different commodities and providing various trading recommendations [1][2]. Group 1: Market Overview - Producers generally perform well during bull markets but face challenges when commodity prices decline, particularly in the context of uranium, which does not actively trade on futures [2]. Group 2: Trading Recommendations - The report offers bullish, bearish, and neutral calls, along with directional trading recommendations and actionable ideas for traders through a portfolio approach [1][2].
NRP Stock Jumps 19.5% in 3 Months: Should You Stay Invested?
ZACKS· 2026-02-12 18:21
Core Viewpoint - Natural Resource Partners L.P. (NRP) has shown strong performance with a 19.5% increase over the past three months, outperforming the industry average of 7.8% [1] Group 1: Company Overview - NRP is one of the largest private mineral owners in the U.S., with diversified mineral interests across approximately 13 million acres, with the Mineral Rights segment accounting for 93% of 2024 revenues [3] - The company operates under a capital-light royalty model, leasing properties to third-party operators, which limits operating risks and generates consistent cash flows [4] Group 2: Revenue Drivers - Coal remains the primary earnings driver, with NRP's production totaling 27.7 million tons in 2024, where metallurgical coal accounted for about 70% of coal royalty revenues in Q3 2025 [5] - NRP also owns coal-related infrastructure assets that provide stable fee-based income streams, enhancing earnings visibility [6] Group 3: Energy Transition Opportunities - NRP controls 3.5 million acres of pore space for carbon sequestration, generating $13.4 million in 2024 from carbon-related activities, and is involved in leasing land for geothermal, wind, and solar projects [9] Group 4: Financial Performance - NRP generated $41.8 million in free cash flow in Q3 2025, totaling $190 million for the first nine months of 2025, demonstrating resilience amid challenging market conditions [11] - The partnership has made significant progress in debt reduction, repaying $32 million in Q3 2025 and nearly $130 million over the past 12 months, resulting in a consolidated leverage ratio of 0.4X [12][13] Group 5: Valuation - NRP trades at a trailing 12-month EV/EBITDA multiple of 9.53X, below the industry average of 10.1X, indicating potential upside if operating momentum continues [16] Group 6: Conclusion - NRP combines a diversified mineral portfolio, a resilient royalty-based business model, strong free cash flow, and an improved balance sheet, positioning it well for long-term value creation despite commodity price risks [17][18]
Enerev5 Metals Inc. Announces the Appointment of Douglas Flett as Director and Adoption of Long Term Incentive Plan
Thenewswire· 2026-02-12 15:00
 Toronto, Ontario – TheNewswire - February 12, 2026 – Enerev5 Metals Inc. (TSX-V: ENEV) (“Enerev5” or the “Company”) is pleased to announce the appointment of Douglas M. Flett, J.D. to the board of directors of the Company. Mr. Flett is a lawyer and mining executive with more than two decades of board experience in the resource sector. He has served as a director of Canada Chrome Company (formerly KWG Resources Inc.) since 2006 and as a director of Silver Elephant Mining Corp. since 2023. He is a former di ...
Western Copper and Gold Announces Upsized C$80 Million Bought Deal Financing
Prnewswire· 2026-02-12 14:38
manner and on acceptable terms; and other risks and uncertainties disclosed in the Company's AIF and Form 40-F, including those under the heading "Risk Factors" and other information released by the Company and filed with the applicable regulatory agencies.The Company's forward-looking statements are based on the beliefs, expectations and opinions of management on the date the statements are made, and the Company does not assume, and expressly disclaims, any intention or obligation to update or revise any f ...
Aftermath Silver launches pre-feasibility study at Berenguela project in Peru
Proactiveinvestors NA· 2026-02-12 13:45
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Apollo Silver Announces Return of Tom Peregoodoff as Board Nominee and Prospective Executive Chair
Globenewswire· 2026-02-12 12:00
VANCOUVER, British Columbia, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Apollo Silver Corp. (“Apollo Silver” or the “Company”) (TSX.V:APGO, OTCQB:APGOF, Frankfurt:6ZF) is pleased to announce that Tom Peregoodoff has been nominated for election to the Company’s Board of Directors (the “Board”) at the Company’s upcoming annual general meeting on March 27, 2026 and, if elected, the Board intends to appoint Mr. Peregoodoff as Executive Chair. Mr. Peregoodoff brings more than 30 years of experience in the natural resourc ...
Energy Fuels Announces Details for 2025 Earnings Call and Webcast
Prnewswire· 2026-02-12 11:15
Core Viewpoint - Energy Fuels Inc. will hold a conference call and webcast on February 27, 2026, to discuss its financial results for 2025, highlighting its position as a leading U.S. producer of uranium and rare earth elements [1] Company Overview - Energy Fuels is a U.S.-based critical minerals company focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [1] - The company has been the leading U.S. producer of natural uranium concentrate for several years, supplying nuclear utilities for carbon-free energy production [1] - Energy Fuels operates the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S. [1] Project Developments - The company is developing three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia, where it can earn up to a 49% interest in a joint venture with Astron Corporation Limited [1] - Energy Fuels is also evaluating the recovery of medical isotopes from existing uranium process streams for Targeted Alpha Therapy cancer treatments [1]
NIKL: Very Strong Recent Performance, Backed By Long-Term Demand
Seeking Alpha· 2026-02-12 09:40
Group 1 - The core focus of the company is to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] - The Sprott Nickel Miners ETF (NIKL) is designed to track the performance of the Nasdaq Sprott Nickel Miners Index, which is specifically created for nickel mining companies [1] - The company has been covering both traditional and renewable energy sectors since 2010, targeting international companies that have a competitive advantage and offer strong dividend yields [1] Group 2 - The investment strategy includes managing risk through options and providing both micro and macro-analysis of domestic and international energy companies [1]
Senior Mining & Investment Leaders Confirmed for Resourcing Tomorrow Hong Kong
TMX Newsfile· 2026-02-12 07:59
Core Insights - Resourcing Tomorrow has announced a new senior-level conference focused on mining and critical minerals investment, scheduled for April 16-17, 2026, at the Four Seasons Hotel in Hong Kong [1] - The conference aims to provide a practical understanding of mining investments, covering aspects such as capital structures, risk management, project development, and returns [2] Conference Details - The agenda will address key investment themes in global mining and critical minerals markets, including mining risk, Chinese and Asian capital engagement, gold and precious metals, critical minerals and battery supply chains, midstream and processing, and geopolitical risks [2] - The event will feature interactive leadership roundtables, closed-door discussions, and structured networking to facilitate senior-level dialogue [3] Speaker Lineup - Confirmed speakers include industry leaders such as Jason Chang (CEO, EMR Capital), Greg Fournier (Managing Director, CIBC Hong Kong), Ling Lu (Managing Director, Standard Chartered Bank), and others [6]