We came across a bullish thesis on Taseko Mines Limited on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on TGB. Taseko Mines Limited's share was trading at $8.24 as of February 9th. TGB’s trailing and forward P/E were 17.91 and 16.31 respectively according to Yahoo Finance. Hycroft (HYMC) Flies 52% on Exploration of 'Best' Silver Grades in Nevada Mine Copyright: tomas1111 / 123RF Stock Photo Taseko Mines Limited, a mining company, acquires, develops, and ...

Commodity Comment: US Metals Strategic Stockpiling: Likely Targeted Lavinia Forcellese +44(20)7774-9243 | lavinia.forcellese@gs.com Goldman Sachs International Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www ...

关于我们 联系方式 网站声明 用户反馈 2026.02.23 17:51 晕期一 【盘面回顾与展望】 节前指数低开低走震荡回落，短线情绪同步走弱算是一个比较明显的冰点，除去ST之外只有一只2连板个股，上一次出现这 种情况都要追溯到924行情之前了,节后有反弹需求。节假日期间消息面偏正面,尤其是关税裁决,虽然有新关税但平均关税 水平还是比之前低。同时在港股及富时A50期指的刺激下明天高开几乎板上钉钉，虽然高开之后会有兑现但因为节前的冰点所 以兑现强度不会太高，资金做出有效承接之后有望持续走强。板块方面节假日期间发酵最厉害的还是AI，今天港股智谱、Mini Max等热门股的大幅调整是好事，由于A股没有特别出彩的大模型公司所以依然关注算力方向为主，留意大位科技的反馈。当 然如果要带动市场整体走强的话依然主要依赖算力硬件为首的科技权重，核心还是CPO，Lumentum和Coherent均迎来大 涨，至于OpenAl缩减资本开支是一个数字的误读所以影响不大。除了Al之外需要大宗商品也有所发酵，受多种因素刺激国际 油价、金价、银价等同步拉升，涨价品种在节前经历连续两日的调整之后有回流预期，依旧关注景气度品种为主，如钨、 ...

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and improve content delivery [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - The article emphasizes the growing demand for critical materials driven by the persistent adoption of AI technology across various sectors, highlighting the need for metals like copper, lithium, and uranium to support energy infrastructure and storage [1] Group 1: AI and Energy Demand - Increased AI usage and research will lead to a surge in energy demand, necessitating investments in critical materials [1] - Investing in metals is not only a hedge against inflation but also a strategic move to capitalize on the momentum in the energy and AI sectors [1] Group 2: Sprott Critical Materials ETF (SETM) - SETM provides diversified access to various metals essential for clean energy, including copper, lithium, nickel, cobalt, silver, uranium, and rare earth elements [1] - The fund has shown strong performance, with a year-to-date NAV increase of 22.73% as of January 31, 2026, reflecting its effective strategy in critical materials exposure [1]

Vancouver, British Columbia – TheNewswire - February 24, 2026 – MindBio Therapeutics Corp. (CSE: MBIO | Frankfurt: WF6 | OTCQB: MBQIF) (“MindBio” or the “Company”), a biotechnology innovator commercializing AI-powered voice analytics for real-time drug and alcohol impairment detection, today announced the appointment of Felipe Leyton — one of South America’s most influential drug and alcohol policy architects and a recognized mining industry safety authority — to lead commercialization across the South Ame ...

Toronto, Ontario--(Newsfile Corp. - February 24, 2026) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FSE: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia") is pleased to announce that Ultra Rare Earth Inc. ("Ultra") has completed a 26-hole diamond drilling program totaling 7,347.1 metres at the Ultra Hard Rock carbonatite target. Information received from Ultra shows that preliminary assay results have identified significant intervals of Total Rare Earth Oxide (TREO) and Magnet Rare ...

VANCOUVER, British Columbia, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Rio Silver Inc. (“Rio Silver” or the “Company”) (TSX-V: RYO | OTC: RYOOF) is pleased to invite current and prospective investors to meet with management at the Prospectors & Developers Association of Canada (PDAC) Convention 2026, the foremost global mining and mineral exploration conference. The PDAC Convention 2026 will be held at the Metro Toronto Convention Centre, South Building, located at 222 Bremner Blvd, Toronto, Ontario. Rio Silver wil ...

Vancouver, British Columbia--(Newsfile Corp. - February 24, 2026) - ESGold Corp. (CSE: ESAU) (OTCQB: ESAUF) (FSE: Z7D) ("ESGold" or the "Company") is pleased to announce that it has engaged AXINO Capital GmbH ("AXINO Capital") to provide marketing services in Europe.AXINO Capital will support ESGold's European market outreach by assisting in the distribution of Company news and updates, increasing investor awareness among retail and institutional audiences, and strengthening ESGold's visibility within the ...

Group 1: Market Reactions to AI Concerns - A renewed sell-off in stocks perceived to be at risk from AI disruption has occurred, particularly affecting software and data companies like Workday, Adobe, and Oracle [1] - The FTSE 100 index has seen a decline, with banks and miners contributing to the drop, as anxiety around AI threats influences market sentiment [13][26] - The AI fear trade has extended to various sectors, including delivery and payment stocks, with significant declines in companies like American Express, Mastercard, and Visa [27][28] Group 2: Company-Specific Updates - Oxford BioMedica shares fell 9% despite a robust trading update, as investors awaited news on a potential takeover from EQT [6] - Unite shares dropped over 9% after reporting earnings at the lower end of guidance for 2025, alongside a softer outlook for 2026 [7] - Croda International reported profits at the top end of guidance, with sales for 2025 rising 4.4% to £1.7 billion, and adjusted operating profit increasing 7.9% to £295.3 million [19] Group 3: Economic and Sectoral Implications - A Citrini Research memo outlined a hypothetical scenario where rapid AI disruption could lead to mass unemployment, potentially undermining consumer demand and investment incentives [28][29] - The market is entering a phase where extreme scenarios generate outsized reactions, particularly concerning capital flows within the software-financing ecosystem [29] - Concerns about liquidity mismatches in private credit markets, particularly related to software-backed loans, have emerged, indicating potential vulnerabilities in the financial system [22][24]