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Analysts Raise Barrick Mining (B) Price Targets
Yahoo Finance· 2026-01-28 17:17
Core Viewpoint - Barrick Mining Corporation (NYSE:B) is recognized as one of the most profitable cheap stocks to invest in, with multiple analysts raising their price targets due to favorable market conditions for gold and precious metals [1][2][3]. Group 1: Price Target Increases - Scotiabank raised its price target on Barrick Mining from $43 to $63 while maintaining an Outperform rating, reflecting an overall positive outlook for the gold and precious minerals sector [1]. - Canaccord increased its price target on Barrick Mining from C$70 to C$80, keeping a Buy rating on the stock, indicating strong confidence in the company's performance [2]. - BofA Securities raised its price target from $50 to $58 while maintaining a Buy rating, citing intensified macroeconomic factors driving gold prices higher [3]. Group 2: Market Conditions - Analysts attribute the upward revisions in price targets to ongoing economic and geopolitical uncertainty, as well as strong central bank buying of gold and silver [1][3]. - The overall sentiment in the precious metals market is bolstered by a strong portfolio of gold and copper assets held by Barrick Mining [3].
1/28财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2026-01-28 16:42
写在文章前的声明:在本文之前的说明:本文中所列的投资信息,只是一个对基金资产净值进行排行的客观描述,并无主观倾向性,也不是投资建议,纯属 娱乐性质。 一顿操作猛如虎,基金净值已更新,谁是基金中的王者,谁又垫底,请看数据: 28日开放式基金净值增长排名后10的基金分别是:前海开源人工智能主题混合C、前海开源人工智能主题混合A、银河和美生活混合C、银河和美生活混合 A、西部利得科技创新混合C、西部利得科技创新混合A、富荣信息技术混合A、富荣信息技术混合C、华富智慧城市灵活配置混合C、华富智慧城市灵活配 置混合A。 基金策略分析:上证指数高开低走补缺后三度上行均被超级主力无情击落微涨报收,创业板高开低走小阴报收,成交额是2.99万亿,个股涨跌家数比1739: 3640,涨跌停个股比84:28。 领涨行业:有色、石油、煤炭、建材、化纤涨幅逾2%; 领涨概念:黄金概念、种业、稀缺资源、可燃冰涨幅逾4%。 领跌行业:综合类、医疗保健、航空、广告包装跌幅逾2%。 净值增长较快的是西部利得策略优选混合A。 | 基金简称 PK | | | 最新净值得到重要的重要的 | | --- | --- | --- | --- | | 1 ...
SCC(SCCO) - 2025 Q4 - Earnings Call Transcript
2026-01-28 16:02
Financial Data and Key Metrics Changes - Southern Copper achieved record net sales of $13.4 billion in 2025, a 17% increase from 2024 [4][13] - Adjusted EBITDA reached a record high of $7.8 billion, reflecting a 22% increase over 2024 [5][16] - Net income for 2025 was $4.3 billion, which is 28% higher than the previous year [19][20] - Operating cash cost per pound of copper before by-product credit was $2.17, a slight increase from $2.13 in 2024 [18] Business Line Data and Key Metrics Changes - Copper production for 2025 decreased by 1.8% to 956,270 tons, slightly below the planned 965,000 tons [8] - Molybdenum production increased by 7.4% year-over-year in 2025, totaling 31,200 tons [10] - Silver production rose by 15% in 2025, reaching 24 million ounces [11] - Zinc production increased by 36% in 2025, totaling 165,500 tons [12] Market Data and Key Metrics Changes - The average copper price on the London Metal Exchange increased by 21% to $5.03 per pound in Q4 2025 [5][6] - Molybdenum prices averaged $22.75 per pound in Q4 2025, a 5% increase from the previous year [9] - Silver prices surged by 74% to an average of $54.48 per ounce in Q4 2025 [10][11] - Zinc prices increased by 4.3% to $1.44 per pound in Q4 2025 [11] Company Strategy and Development Direction - The company aims to produce 1.6 million tons of copper at the lowest competitive cost per ton [5] - Significant capital investments exceeding $20.5 billion are planned for projects in Peru and Mexico [20][21] - The Tia Maria project is currently 24% complete and is expected to generate $20.2 billion in exports over its first 20 years [22] Management's Comments on Operating Environment and Future Outlook - Management anticipates a copper market deficit of about 320,000 tons for 2026, influenced by demand from electric vehicles and AI power centers [6][77] - The company is optimistic about maintaining production levels despite lower ore grades at some operations [59] - Management noted that inflation impacts are being mitigated by currency appreciation rather than specific inflation [31] Other Important Information - The company received accreditation from the Copper Mark for compliance with global industry standards on tailings management [26] - A quarterly cash dividend of $1 per share was announced, payable on February 27, 2026 [28] Q&A Session Summary Question: Any updated thoughts on cost guidance? - Management indicated that costs are currently more affected by currency appreciation than inflation [31] Question: Guidance on costs for the next quarter or year? - Costs are expected to remain relatively flat on a per-pound basis, with strong by-product production helping to offset any increases [33] Question: Ability to increase silver production in 2026? - Current guidance for silver production is about 24 million ounces, with potential for improvement based on ore grades [34][35] Question: Reasons for expected decline in molybdenum production in 2026? - Lower ore grades at operations are anticipated to impact molybdenum production [42] Question: Update on Tia Maria project CapEx? - The company plans to disburse approximately $508 million for Tia Maria in 2026, with construction expected to finish by mid-2027 [46][50] Question: Long-term production guidance? - Production is expected to be around 911,400 tons for 2026, with gradual increases projected in subsequent years [59][60] Question: Impact of higher copper prices on project development? - Higher prices generally facilitate project development, but also incentivize illegal mining [70] Question: Current sentiment regarding project licenses in Mexico? - The relationship with the Mexican government is improving, which may expedite project approvals [97]
STEL MERGER INVESTIGATION: Halper Sadeh LLC is Investigating Whether the Sale of Stellar Bancorp, Inc. is Fair to Shareholders
Businesswire· 2026-01-28 15:32
Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of Stellar Bancorp, Inc. to Prosperity Bancshares, Inc. for 0.3803 shares of Prosperity common stock and $11.36 in cash per share of Stellar common stock, focusing on whether the transaction is fair to Stellar shareholders [1]. Group 1: Investigation Details - The investigation aims to determine if Stellar Bancorp and its board violated federal securities laws or breached fiduciary duties by not securing the best possible consideration for shareholders [1]. - Key concerns include whether Prosperity is underpaying for Stellar and if all material information necessary for shareholders to assess the merger consideration has been disclosed [1]. Group 2: Legal Representation - Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and other relief related to the proposed transaction [1]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [1].
LyondellBasell to Post Q4 Earnings: What's in the Cards for the Stock?
ZACKS· 2026-01-28 15:17
Core Viewpoint - LyondellBasell Industries N.V. (LYB) is expected to report its fourth-quarter 2025 results on January 30, 2026, with anticipated challenges due to seasonality, reduced operating rates, and increased feedstock costs [1][7]. Revenue Estimates - The Zacks Consensus Estimate for LYB's fourth-quarter consolidated revenues is $6,984.4 million, indicating a year-over-year decline of 26.5% [4]. - For the Olefins and Polyolefins – Americas division, the revenue estimate is $2,536 million, reflecting a 7.9% decrease year-over-year [4]. - The Olefins and Polyolefins – Europe, Asia & International division is estimated at $2,378 million, suggesting a 3.8% decline from the previous year [4]. - The Advanced Polymer Solutions segment is expected to generate $837 million in revenue, representing a 1.5% increase year-over-year [5]. - The Intermediaries and Derivatives segment's revenue estimate is $2,203 million, indicating a 6.5% decrease from last year [8]. - The Technology segment's revenue is pegged at $137 million, reflecting a 21.3% decline year-over-year [8]. Factors Impacting Performance - Lower operating rates and seasonal factors are anticipated to negatively affect volumes and margins, with North American olefins and polyolefins assets expected to operate at 80% capacity, European facilities at 60%, and Intermediates & Derivatives assets at 75% [9]. - The company plans to idle one of its PO/SM units in Channelview and one of its crackers in Germany, which is likely to impact production volumes and margins [10]. - Year-end seasonality, reduced demand, and customer inventory reductions are expected to weigh on volumes in the Olefins and Polyolefins – Americas unit, with weak industrial and consumer demand in Europe [10]. - Higher natural gas and feedstock costs are likely to exert pressure on margins in both North America and Europe [11]. - The Advanced Polymer Solutions segment is facing challenges due to lower demand in the automotive sector, which is expected to continue affecting this segment [12]. Earnings Prediction - The model does not predict a definitive earnings beat for LyondellBasell this quarter, as the combination of a positive Earnings ESP of +1.85% and a Zacks Rank of 4 (Sell) does not support an earnings beat [13][14].
SCC(SCCO) - 2025 Q4 - Earnings Call Presentation
2026-01-28 15:00
4Q25 RESULTS J A N U A R Y 2 0 2 6 Disclaimer The material in this presentation has been prepared Southern Copper Corporation (SCC) and is general background information about SCC's activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including financial forecasts, should not be considered as advice or a recommendation to investors or prospective investors in relation to holding, purchasing or ...
Northstar Gold secures up to $4M in DIGITAL co-investment for Cam Copper Project
Proactiveinvestors NA· 2026-01-28 14:10
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Regency Silver Drills a Second Hole into Broad Zones of Sulphide-Specularite Bearing Breccia - Drilling Ongoing
TMX Newsfile· 2026-01-28 13:30
Vancouver, British Columbia--(Newsfile Corp. - January 28, 2026) - Regency Silver Corp. (TSXV: RSMX) (OTCQB: RSMXF) ("Regency Silver" or the "Company") is pleased to announce that the first hole of its ongoing 2026 drill program at its Dios Padre project in Sonora, Mexico has intersected sulphide-specularite supported breccia in multiple zones across a broad, non-continuous ~250m interval (Figure 1). Hole REG 26-27 was drilled 50m above hole REG-25-26 and intersected mineralization ~100m down-dip below the ...
NovaGold price target raised to $13 from $11 at B. Riley
Yahoo Finance· 2026-01-28 13:26
Group 1 - B. Riley raised the price target on NovaGold (NG) to $13 from $11 while maintaining a Buy rating on the shares [1] - Commodity markets experienced broad strengthening, with notable increases in aluminum, steel, met coal, power prices, and select critical minerals due to tight supply and strong demand [1] - Tungsten prices spiked to record highs, indicating significant market dynamics that support higher estimates and price targets for select metals [1] Group 2 - Coal's reliability during demand surges was highlighted, emphasizing its importance in the current market environment [1] - There is growing government support for domestic critical minerals, despite the presence of near-term equity volatility [1]
Sprott Silver Miners & Physical Silver ETF Surpasses $1 Billion in Assets in Just Over a Year
Globenewswire· 2026-01-28 13:00
Only1 U.S.-Listed ETF Providing Pure-Play2 Exposure to Silver Miners and Physical Silver NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc. today announced that the Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR) (the “ETF” or “SLVR”) reached $1 billion (USD) in assets under management on January 23, 2026, just over a year following its launch on January 14, 2025. SLVR is the only1 ETF focused on providing pure-play2 exposure to silver miners and physical silver, a preci ...