Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

Western powers have increased their attention, especially after Asian interest has been materializing. New exploration licenses were awarded to Ajlan & Bros with China’s Zijin Mining and to India’s Vedanta. These licenses cover nearly 4,800 square kilometers of copper, zinc, gold, and silver prospects. At the International Mining Forum 2024 in Riyadh, nine metals and mining deals worth more than $9bn were signed, such as a copper project by Vedanta at Ras al-Khair and a phased zinc–lithium–copper complex by ...

Since I first covered Albemarle ( ALB ) about a month ago and rated them a Buy, the stock is up nearly 25% on the back of solid internal and macro developments.As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. A ...

Core Insights - Albemarle's stock has increased nearly 25% since the last coverage, driven by strong internal and macro developments [1] Company Research - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the quality of insights provided [2] - The focus of the research includes metals and mining stocks, along with comfort in analyzing consumer discretionary/staples, REITs, and utilities [2] Investment Position - The analyst may initiate a long position in Albemarle (ALB) or related derivatives within the next 72 hours [3]

Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies, focusing on metals and mining stocks, as well as other industries like consumer discretionary, REITs, and utilities [1] - The transition from a personal blog to a value investing-focused YouTube channel has allowed the analyst to research hundreds of different companies [1]

Core Points - Emergent Metals Corp. plans to complete a non-brokered private placement of up to 10,000,000 units at a price of CDN$0.05 per unit, aiming for gross proceeds of up to CDN$500,000 [1] - Each unit will consist of one common share and one whole transferable common share purchase warrant, exercisable at CDN$0.10 per share for 24 months [1] - The company intends to use the net proceeds for general working capital purposes and may pay finder's fees, subject to compliance with TSX Venture Exchange policies [3] Company Developments - Certain insiders may participate in the offering, which would be considered a related party transaction but is expected to be exempt from formal valuation and minority shareholder approval requirements [2] - Joseph Mullin has resigned as a director, effective November 19, 2025, and will not be eligible for appointment at the upcoming Annual General Meeting [4] Company Overview - Emergent is focused on gold and base metal exploration in Nevada and Quebec, employing an acquisition and divestiture business model [5] - Key properties include the Golden Arrow Property in Nevada, which has a well-defined resource and plans for a major drilling program, and the Casa South Property in Quebec, located adjacent to operating mines [6][7]

“I’m not scared. I have no fear.”When South African officials refused to send in personnel to rescue illegal miners trapped in Stilfontein, miner Mandla Charles volunteered himself to go down.Watch the full story https://t.co/MEKNFAn2tf https://t.co/MGwlXqJHYt ...

Core Insights - FLEX LNG is positioned to benefit from the anticipated third wave of LNG growth, with expectations of double-digit dividends due to refinancing efforts that enhance liquidity [1] Company Research - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology, which informs their investment insights [1] - The focus on metals and mining stocks is highlighted, although the analyst is also comfortable covering consumer discretionary, staples, REITs, and utilities [1]

Core Insights - Hudbay Minerals (HBM) shares have increased by 54.6% over the past three months due to rising demand for critical minerals in the U.S. amid geopolitical tensions [1] - The company is focusing on its long-term copper strategy while managing challenges such as social unrest in Peru and wildfires in Manitoba [1][9] - HBM's dual exposure to copper and gold, along with a cost-containment strategy and expansion plans, has helped maintain resilience during market volatility [2] Performance Comparison - Over the last three months, HBM's performance has been mixed compared to peers, with Ero Copper (ERO) shares rising by 64% and NexGen Energy (NXE) by 24.9% [3] Copper World Project - The Copper World project in Arizona is central to Hudbay's long-term strategy, with a $600 million investment from a joint venture with Mitsubishi [6] - The project is expected to add 85,000 tons of copper annually, increasing total copper output by 50% and positioning HBM among the largest copper producers in the Americas [7][9] - The project is fully permitted and aligns with U.S. critical mineral policy, supporting over 1,000 jobs [8] Gold and Silver Contributions - Gold and silver have provided stable cash flow, with gold accounting for over one-third of revenues in recent quarters [10] - Consolidated gold production reached 56,000 ounces in Q2 and 54,000 ounces in Q3, with strong performances from both Peru and Manitoba [11][12] Cost Management - Hudbay's cost performance remains strong, with consolidated cash costs at 2 cents per pound in Q2 and 42 cents per pound in Q3, while maintaining a full-year guidance of 15-35 cents per pound [13][14] - Significant improvements in gold cash costs were noted, dropping from $710 per ounce in Q2 to $379 per ounce in Q3 [14] Financial Outlook - Analysts have revised earnings per share estimates upward, with current estimates at 85 cents for the current fiscal year and 1.21 for the next, indicating year-over-year growth of 77.1% and 42.9% respectively [16] Operational Challenges - The company faced operational challenges in Peru and Manitoba due to protests and natural disruptions, yet managed to keep production on track [18][19] - Copper Mountain is undergoing stabilization, with plans to achieve 50,000 tons per day throughput by mid-2026 [20] Valuation and Market Position - HBM shares trade at a price-to-book ratio of 2.35X, higher than the industry average of 1.63X, indicating a premium valuation compared to peers [21] - The company is positioned for growth with a reinforced balance sheet and ongoing projects, despite short-term operational volatility [22]

Illegal Mining Impact - Illegal mining is considered a criminal activity and a war on the economy [1] - Mining companies are losing revenue due to ongoing illegal mining operations [1] - The government is losing significant revenue as a result of illegal mining [1] Law Enforcement and Security - Over 80 illegal mining suspects were arrested by the defense force [2] - Organized syndicates are exploiting the opportunity and terrorizing communities [2] - Law enforcement agencies aim to eliminate illegal miners [1][2] Illegal Miners Profile - A majority of illegal miners are undocumented foreign nationals [1] - Illegal miners are disrupting the lives of citizens [2]