7月2日早盘，comex金价早盘冲高回落，上交所SGE黄金9999小幅回调，黄金相关ETF表现分化，截至 10:45，黄金ETF华夏（518850）冲高翻红，年内涨幅近25%，截至7月1日，产品规模达49.2亿元，规模 创成立以来新高；黄金股ETF（159562）涨1.1%，年内涨幅近42%，远超同期金价涨幅，持仓股山东黄 金港股涨近8%，六福集团、紫金矿业、山东黄金A股等股纷纷走高。 锦泰期货认为，上周五公布的美国经济数据好于预期，通胀数据略高于预期，市场风险偏好回升，加之 美元指数保持下行态势，贵金属在连日下跌后有所反弹属于正常情况。展望未来，要继续密切关注联储 政策动向，以判断贵金属价格走势。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 据证券日报，2025年上半年（1月1日至6月30日），伦敦现货黄金价格累计上涨25.7%，创下2007年下 半年以来的最大半年涨幅。在受访专家看来，近期受季末大量黄金期权合约到期等因素影响，黄金价格 进入震荡区间。长期来看，今年以来地缘冲突、美元走弱、央行购金等因素在持续为黄金走势提 ...

Core Viewpoint - GoldMining Inc. has entered into a binding Earn-In Agreement with Australian Mines Limited, allowing AUZ to acquire up to an 80% interest in the Boa Vista Project in Brazil for up to $7 million in cash and equity payments, while GoldMining retains a 20% interest if the option is fully exercised [1][2][5]. Group 1: Earn-In Agreement Details - AUZ can earn a 51% interest in the Boa Vista Project within three years by meeting specific conditions [3]. - A further 19% interest can be earned, bringing AUZ's total to 70%, within three years after completing the first option [3]. - AUZ has an additional option to earn a further 10% interest (totaling 80%) within 90 days after the second option is completed [3][4]. Group 2: Financial Considerations - The initial consideration includes a non-refundable cash payment of $55,000 and the issuance of AUZ Shares valued at AUD$1 million (approximately $884,000) [4]. - AUZ must incur minimum exploration expenditures of AUD$4.5 million (approximately $3,978,000), including completing at least 6,000 meters of diamond core drilling and making three annual cash payments of $250,000 [4]. - A JORC-compliant mineral resource estimate of at least 500,000 gold ounces must be announced, with at least 250,000 ounces in the measured and indicated categories [4]. Group 3: Project Overview - The Boa Vista Project is located in the Tapajós Gold District, covering approximately 9,201 hectares (92 km²) [6]. - GoldMining currently holds an 84.05% interest in the project, with Majestic D&M Holdings, LLC owning the remaining 15.95% [6]. - The project area is characterized by granites, granodiorites, and mafic volcanics, with mineralization considered to be mesothermal in nature [7][8]. Group 4: Company Background - GoldMining Inc. is focused on acquiring and developing gold assets in the Americas, controlling a diversified portfolio of resource-stage gold and gold-copper projects across several countries [10]. - The company also holds shares in Gold Royalty Corp., U.S. GoldMining Inc., and NevGold Corp., enhancing its investment portfolio [10].

New Gold Inc. combines strong operational leverage with rising margins and attractive valuation. For 2025, EPS growth of 123%, EBITDA increase of 61.7% and revenues increase of 33.9%, with margins higher than the sector: EBITDA margin of 46.7% and ROE of 14.6%.I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by o ...

Core Insights - In times of market volatility, investors often prefer value investing, seizing opportunities to buy undervalued stocks as others sell at lower prices [1][2] Value Investment Strategy - Value investing can lead to "value traps" where stocks underperform due to persistent issues rather than temporary problems [3] - Key metrics for identifying value stocks include dividend yield, P/E ratio, and P/B ratio [3] Importance of PEG Ratio - The PEG ratio, defined as (Price/Earnings)/Earnings Growth Rate, is a crucial metric for assessing a stock's intrinsic value [4][5] - A low PEG ratio is favorable for value investors, but it has limitations, such as not accounting for changing growth rates [5] Screening Criteria for Value Stocks - Effective screening criteria for value stocks include a PEG ratio less than the industry median, a P/E ratio below the industry median, Zacks Rank 1 or 2, market capitalization over $1 billion, average 20-day volume greater than 50,000, and upward earnings estimate revisions greater than 5% [6] Selected Stocks - Carnival Corporation (CCL) has a five-year growth rate of 28.5% and a Zacks Rank 2 with a Value Score of A [7][9] - Harmony Gold Mining (HMY) shows a long-term historical growth rate of 73.4%, a Zacks Rank 1, and a Value Score of B [7][10][11] - Dollar Tree (DLTR) has a five-year expected growth rate of 6.7% and a Zacks Rank 2 with a Value Score of B [7][12][13] - Greif, Inc. (GEF) has a long-term expected earnings growth rate of 9.9%, a Value Score of A, and a Zacks Rank of 1 [7][14]

In Colombia and Peru gangs are now thought to make more money from gold than from the sale of narcotics. We explain why it is difficult, yet important, to regulate the sector https://t.co/POrDphX0cE ...

专题：2025基金年中大盘点：最高涨超88% 超120只基金清盘 2025年上半年已过，盘点黄金ETF基金表现，14只黄金主题ETF合计规模1488.99亿元，上半年合计新增793.40亿元。主要 为商品与股票型，跟踪指数SGE黄金9999、SSH黄金股票、上海金。 股票型ETF表现与金价关联性弱于商品型，更易受A股大盘及企业盈利影响。其相对较小的规模和部分产品微弱的资金流 入（如工银瑞信产品仅增0.03亿），表明投资者对"金矿股"的态度仍显谨慎。此类产品更适合看好黄金行业长期发展、且 能承受股市波动的投资者，当前市场对其弹性价值的挖掘尚未充分。 | | 代码 T | 简称 | 收盘价(原始市种) | 权事 | 温度 | 排放出 | 成交目(万) | 成交顾历) | 总股本(亿) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | edular see | 发会计业 | 19.90 | 11.9000% | 0.40 | 205% | 12,393,34 | 243,566.66 | 265.78 | | 2 | 600547 ...

7月1日（周二）早盘，黄金ETF基金（159937）上涨0.47%，成交额2.38亿元，换手率0.85%。 | 设置 画线 | 除权 窗 区 信息 删自选 ◎ | | 黄金ETF基金 159937 | | ਦ | | --- | --- | --- | --- | --- | --- | | 30: 7.411 MA60: 7.386 | | | | | 60H | | | 8.140 | | 7. 339 +0.034 +0.465% | | 年初至 | | 8.010 | | | | | 52 制最 | | | 7.853 | 委托 | +3.16% | | 实时 | | | | 5 | 7.343 | 578 | | | | | | 7.342 | 1125 | | | | 7.561 | | 7.341 | 2312 | | | | | | 7.340 | 5722 | | | | 7.274 | | | | 甲海道 | | | | | 7.339 | 254 | | | | | | | | 昌//申 | | | | | 7.338 | 1195 | 肌金替 | | | 6.982 | | | | | ...

Company Performance - Agnico Eagle Mines (AEM) closed at $118.93, with a +2.42% change from the previous day, outperforming the S&P 500's daily gain of 0.52% [1] - Over the past month, AEM shares have decreased by 1.58%, underperforming the Basic Materials sector's gain of 2.15% and the S&P 500's gain of 4.27% [1] Upcoming Earnings - The upcoming earnings report for Agnico Eagle Mines is scheduled for July 30, 2025, with projected EPS of $1.61, indicating a 50.47% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $2.55 billion, reflecting a 22.94% increase from the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of $6.3 per share and revenue of $10.37 billion, representing changes of +48.94% and +25.18% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Agnico Eagle Mines indicate positive sentiment regarding the company's business operations and profit generation capabilities [4] Zacks Rank - Agnico Eagle Mines currently holds a Zacks Rank of 1 (Strong Buy), with a consensus EPS projection that has increased by 4.52% in the past 30 days [6] Valuation Metrics - AEM is trading at a Forward P/E ratio of 18.43, which is a premium compared to the industry average Forward P/E of 11.43 [7] - The company has a PEG ratio of 0.87, compared to the industry average PEG ratio of 0.55 [7] Industry Overview - The Mining - Gold industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 48, placing it in the top 20% of over 250 industries [8]

Core Viewpoint - B2Gold Corp. has successfully achieved its first gold pour at the Goose Mine, marking a significant milestone in the company's history and expanding its operational portfolio in Canada [1][2]. Company Operations - The Goose Mine is located in the Back River Gold District in Nunavut, Canada, and is B2Gold's fourth producing mine [1]. - The first ore was processed on June 24, 2025, with the mill operating at approximately 50% of its nameplate capacity during the initial phase [2]. - The company aims to ramp up to commercial production in the third quarter of 2025, with a focus on increasing throughput to full design capacity [2][4]. Production Estimates - B2Gold estimates gold production for 2025 to be between 120,000 and 150,000 ounces from the Goose Mine [4]. - Average annual gold production for the first six years of operations (2026 to 2031) is projected to be approximately 300,000 ounces per year based on existing Mineral Reserves [4]. - The overall gold production forecast for B2Gold in 2025 is between 970,000 and 1,075,000 ounces [5]. Exploration and Development - B2Gold has allocated a corporate exploration budget of $61 million for 2025, with $32 million specifically for exploration in the Back River Gold District [4]. - The company has successfully upgraded Inferred Mineral Resources to Indicated Mineral Resources and anticipates this trend to continue [4]. Partnerships and Community Engagement - B2Gold acknowledges the critical role of the Kitikmeot Inuit Association (KIA) in the development of the Goose Mine and emphasizes the importance of collaboration and respect for Inuit priorities [3]. - The company aims to operate the Goose Mine in a manner that brings long-term socio-economic benefits to the Kitikmeot Region [3].

VANCOUVER, British Columbia, June 30, 2025 (GLOBE NEWSWIRE) -- Atico Mining Corporation (the “Company” or “Atico”) (TSX.V: ATY | OTC: ATCMF) announces that, further to its press release dated June 13, 2025, it has fully executed the loan amendment and restructuring with Trafigura PTE. LTD. (the “Trafigura”) regarding the extension of the Company’s existing secured credit agreement (the “Credit Agreement”) with Trafigura and certain subsidiaries of the Company, of which US$8.7 million remains outstanding (th ...