MONGOL MINING(00975)发布公告，于2025年12月1日，该公司斥资410.95万港元回购39.6万股股份， 每股回购价10.31-10.4港元。 ...

Vancouver, British Columbia--(Newsfile Corp. - December 1, 2025) - Magma Silver Corp. (TSXV: MGMA) (OTCQB: MAGMF) (FSE: BC21) (WKN: A411DV) (the "Company" or "Magma") is pleased to provide an update on the planned drill program for Q1 2026. The drill program will consist of two phases with a total of 4,000 metres. Stephen Barley, Chairman and CEO, stated: "The commencing of a drill program at Ninobamba is exciting and a major accomplishment. Newmont Mining Corp. ("Newmont") spent US$7 m in historical work ...

Core Insights - Sigma Lithium Corporation is positioning itself as a leader in sustainable lithium production, emphasizing Brazil's potential to dominate the global sustainable lithium market through its unique production model and strong ESG standards [2][3][5]. Company Engagements at COP30 - Sigma Lithium participated in high-level discussions at COP30, focusing on sustainable mineral supply chains, energy transition, and climate-aligned industrial development [4][5]. - Key executives, including CEO Ana Cabral, engaged in strategic dialogues with governments, multilateral institutions, and industry leaders, reinforcing the company's commitment to responsible mining practices [6][7]. Sustainable Practices - The company highlighted its Quintuple Zero production model, which includes zero tailings dams, 100% renewable energy, zero use of potable water, and zero hazardous chemicals [5][10]. - Sigma Lithium's operational model aligns with ESG priorities, showcasing its commitment to renewable energy, biodiversity protection, and community development [6][11]. Production Capacity - Sigma Lithium currently produces 270,000 tonnes of lithium oxide concentrate annually, with plans to double this capacity to 520,000 tonnes through the construction of a second plant [12].

Group 1 - Hudbay Minerals (HBM) reported a disappointing Q3 with revenue of $346.8 million, which fell short of expectations [1] - The company's performance indicates potential challenges in meeting market forecasts and could reflect broader industry issues [1] Group 2 - The analysis emphasizes the importance of fundamental momentum indicators such as EPS, ROE, and revenue in evaluating investment opportunities [1] - The investment strategy incorporates econometric tools to assess risk and volatility, highlighting a comprehensive approach to market analysis [1]

Core Viewpoint - Hudbay Minerals (HBM) reported disappointing Q3 results, with revenue of $346.8 million, which fell short of expectations [1] Financial Performance - The revenue of $346.8 million is considered weak compared to market expectations [1] Investment Strategy Insights - The analysis emphasizes a focus on uncovering high-upside opportunities in overlooked sectors, particularly small-caps, energy, and commodities [1] - The investment strategy incorporates the CAN SLIM framework, fundamental momentum indicators (EPS, ROE, revenue), price-volume confirmation, and macroeconomic filters [1] - Econometric tools like GARCH and Granger causality are utilized to assess risk and volatility, indicating a comprehensive approach to market analysis [1]

Australian miners spent a combined $238 million on exploration in the three months through September https://t.co/CvWI6tzapW ...

   Vancouver, B.C. – TheNewswire - December 1, 2025 – Armory Mining Corp. (CSE: ARMY) (OTC: RMRYF) (FRA: 2JS) (the "Company" or "Armory") a resource exploration company focused on the discovery and development of minerals critical to the energy, security and defense sectors, is pleased to provide an update on its Candela II lithium brine project located in the Incahuasi Salar, Salta Province, Argentina.The Company is planning to pursue a scoping study which will enhance development of the Candela II projec ...

Market Performance - The Australian Stock Market closed lower on December 1, 2025, with the S&P/ASX declining by 48.90 points, or 0.57%, to 8,565.20 [5] - The S&P/ASX 20 opened at 4663.10 and closed at 4651.70, marking a 0.2% decline [5] - The S&P/ASX 50 slipped from 8201.20 at the open to 8164.30 at the close, a fall of 0.5% [5] - The S&P/ASX 100 eased 0.5%, moving from an opening level of 7154.20 to finish at 7115.30 [5] - The S&P/ASX 300 recorded the largest drop among the indices, declining 0.6% after opening at 8574.50 and closing at 8525.30 [5] Top Gainers - Greatland Resources Limited (GGP) led the gains on the S&P/ASX 200, closing at $8.320, up $0.770, or 10.198% [2][5] - Tuas Limited (TUA) followed, closing at $6.800 after a rise of $0.320, or 4.938% [2][5] - Capstone Copper Corp. (CSC) finished at $13.760, an increase of $0.570, or 4.321% [4][5] - West African Resources Limited (WAF) ended at $2.930, up $0.120, or 4.270% [4][5] - Fletcher Building Limited (FBU) closed at $3.030, improving by $0.100, or 3.413% [4][5] Top Losers - AUB Group Limited (AUB) posted the steepest fall, with its last price at $30.630, down $6.620, or 17.772% [4][5] - Metcash Limited (MTS) dropped to $3.360, losing $0.340, or 9.190% [4][5] - Digico Infrastructure REIT (DGT) slipped to $2.570, a decline of $0.230, or 8.215% [4][5] - Temple & Webster Group Ltd (TPW) fell to $14.390, down $1.130, or 7.281% [4][5] - HMC Capital Limited (HMC) closed at $3.600, a decrease of $0.270, or 6.977% [4][5]

Rare Earth Dependence - America relies on China for 80% of its rare-earth needs [1] Strategic Analysis - The report examines how America can break its dependence on China for rare-earth elements [1]

Summary of Key Points from the Conference Call on China Property Market Industry Overview - The conference call focused on the **China property market**, with insights provided by UBS's John Lam and the China property team Core Insights and Arguments - **Market Outlook**: The property market outlook has become more cautious, with expectations that housing price expectations have fundamentally shifted towards renting over purchasing. After a brief stabilization in Q1 2025, physical demand and prices have weakened since the second half of 2025. The market is now expected to reach its lowest point in mid-2027, with inventories normalizing [1][2] - **Sales Forecast**: China residential property sales are projected to decline by **10% year-on-year in 2026** and an additional **5% in 2027**. Secondary property prices in Tier 1 and Tier 2 cities are also expected to drop by **10% in 2026** and another **5% in 2027** [1][2] - **Commodity Demand**: Demand for commodities from the China property segment is expected to remain depressed in 2026 and 2027, with a gradual recovery anticipated in 2028 and 2029 [2] - **Policy Measures**: Potential measures to stabilize property prices include suspending social housing supply and cutting interest rates by over **100 basis points**. However, both actions are deemed unlikely due to their potential negative impact on banks' net interest margins [2][6] - **Default Risks**: There is a rising risk of mortgage or property-backed loan defaults, which could lead to increased foreclosure sales by banks, further driving down property prices [2][5] Additional Important Insights - **Secondary Market Dynamics**: The secondary sales and rental market is expected to increase its share from approximately **50% in 2025** to **60% by the end of the decade**. High vacancy rates are projected to stabilize at **18.8%**, equating to about **7 years of new home sales** [5][9] - **Rental Market Trends**: Despite higher rental demand, rental prices are declining due to the supply of social rental housing and the shift of secondary sale listings to rentals. Rental yields continue to lag behind average mortgage rates by approximately **130 basis points** [5][11] - **Inventory Levels**: Total national inventories are expected to decrease from **30 months** to around **25 months** by mid-2027, with a potential acceleration in new starts in 2028 and 2029 as the current gap between new starts and sales is unsustainable [5][14][18] - **Long-term Housing Demand**: The long-term housing demand is estimated at approximately **840 million square meters per year**, with around **720 million square meters** to be supplied by the primary market [5][18] Conclusion - The China property market is facing significant challenges, with declining sales, falling prices, and increasing risks of defaults. The outlook suggests a prolonged downcycle, with potential recovery only expected in the later part of the decade. Investors should remain cautious and consider the implications of these trends on the broader market and commodity demand [1][2][5][6]