分组1 - Monster Beverage Corporation (MNST) has shown strong performance in recent years despite a weak consumer environment in its core markets [1] - The company is currently perceived to have limited value in the market [1] 分组2 - The analyst has a beneficial long position in shares of CELH, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2]

[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Reinick, and this week I'm going solo to talk about a basic concept, finding top stocks that are trading near their 52- week high. Basically, they're breaking out. What are these top stocks.They would be Zach's number one rank strong buys in our Zach's ranking system. Remember the Zach's rank is a shortterm recommendat ...

Market Overview - ASX 200 futures indicate a potential advance of 47 points, approximately +0.5%, despite Wall Street's mixed performance [1] - The Nasdaq experienced a decline due to a software selloff, while other markets, including London and Japan, showed positive movement [2] Company News - Nine Entertainment (ASX:NEC) is expected to announce the sale of its national radio network, including stations 2GB, 3AW, and 4BC [4] - Rio Tinto (ASX:RIO) faces pressure from U.K. shareholders to merge with Glencore, with discussions about potentially scrapping its FTSE listing [4] - Twiggy Forrest's green hydrogen project at Fortescue (ASX:FMG) has reportedly cost Australian taxpayers up to $80 million before being abandoned [5] - Barkly Rare Earths is set to debut on the ASX under ticker code "BAK," aiming to raise $8 million at an offered price of 20 cents per share [6] - Wiluna, a $400 million gold miner, is preparing for a return to the ASX after being placed in receivership in CY22 [6] Commodity Prices - The Australian dollar is trading at US 70 cents [8] - Iron Ore prices increased by +1.5%, currently at $104.60 per tonne in Singapore [8] - Brent Crude oil rose by +3.2%, now priced at $70.64 per barrel [8] - Gold is trading at $5,401 per ounce [8] - US natural gas futures increased by +4.2%, reaching $3.89 per gigajoule [8]

Core Viewpoint - The rally in base metals may face challenges due to rising prices and optimistic sentiment conflicting with declining demand from manufacturers, particularly in China [1]. Group 1: Demand Trends - Goldman Sachs' recent survey indicates that order books at fabricators have decreased by 10% to 30%, as industries such as consumer electronics and hardware reduce their orders [2]. - There is a noted slowdown in grid orders, which are crucial for copper consumption in China, the largest economy in Asia [2]. Group 2: Price Movements - The LMEX Index, which tracks six major materials on the London Metal Exchange, has increased by approximately 7% this year, nearing the record set in 2022 [3]. - Benchmark copper prices rose by 0.6%, settling at $13,086.50 per ton on the LME, close to the record established earlier this month [3]. - Aluminum has reached a three-year high in London, while other metals, excluding lead, have also seen price increases [3].

Core Insights - Atico Mining Corporation has reported positive results from 21 drill holes at the El Roble mine, indicating an expansion of tonnage and potential for further mineralization [1][3][8] - The ongoing drilling campaign has successfully intercepted new mineralization and extended the boundaries of historical massive sulfide zones, reinforcing confidence in higher-grade copper and gold deposits [3][12] Exploration Results - Significant assay results include 10.20m of 6.26% Cu and 8.50 g/t Au, and 10.00m of 6.77% Cu and 3.39 g/t Au, with ore grade intercepts reported over widths of 0.27 to 10.3 meters [1][4] - New mineralization has been discovered in drill holes ATD-0329 through ATD-0348, exceeding expectations for the CP ore body [2][3] Drilling Program - The 2025 underground drilling program aims to define mineralization zones within the main historic massive sulfide body and explore for new bodies, with over 5,000 meters drilled in 2025 [8][12] - The drill campaign is planned to continue throughout 2026, with the deposit remaining open at depth and along strike [3][14] Mineralization and Reserves - El Roble mine has Proven and Probable mineral reserves of 828 thousand tonnes averaging 2.49% Cu and 2.20 g/t Au, with a life of mine extending until Q1-2027 [13] - The company has identified a prospective stratigraphic contact over ten kilometers, which is crucial for VMS mineralization [14][15] Company Overview - Atico Mining Corporation is focused on exploring, developing, and mining copper and gold projects in Latin America, generating significant cash flow from the El Roble mine [17]

铝：偏强运行 氧化铝：检修增加 铸造铝合金：跟随电解铝 王蓉 投资咨询从业资格号：Z0002529 wangrong2@gtht.com 王宗源（联系人） 期货从业资格号：F03142619 wangzongyuan@gtht.com 期 货 研 究 2026 年 01 月 28 日 所 铝、氧化铝、铸造铝合金基本面数据更新 | | | | T | T-1 | T-5 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪铝主力合约收盘价 | 24305 | 90 | રૂરિક | 2390 | 3325 | | | | 沪铝主力合约夜盘收盘价 | 24350 | ー | ー | l | l | | | | LME铝3M收盘价 | 3213 | 17 | 94 | 307 | 467 | | | | 沪铝主力合约成交量 | 413754 | -97136 | -33779 | 229656 | 233876 | | | | 沪铝主力合约持仓量 | 311897 | -10190 | -20853 | 17907 | ...

Equity benchmark indices Sensex and Nifty ended higher in highly volatile trade on Tuesday (January 27, 2026), buoyed by heavy buying in bank and metal stocks, a firm trend in global markets and optimism over India-EU FTA.The 30-share BSE Sensex climbed 319.78 points, or 0.39%, to settle at 81,857.48. During the day, it hit a high of 82,084.92 and a low of 81,088.59.The 50-share NSE Nifty surged 126.75 points or 0.51% to end at 25,175.40.From the 30-Sensex firms, Adani Ports, Axis Bank, Tata Steel, Tech Ma ...

US President Donald Trump threatens to slap 25% tariffs on South Korean goods, accusing Seoul of dragging its feet on last year's trade deal. Also on the show: Asian stocks hovering near record highs and currencies steadying; precious metals continue their extraordinary rally with gold powering higher; the European Union and India conclude negotiations on a free-trade agreement; PwC executives have asked teams to resume pitching for work with Saudi Arabia's PIF; extraordinary gold rally impacting African co ...

Core Insights - Orogen Royalties Inc. announced significant updates regarding its partner-funded exploration projects and royalties, highlighting a strong performance in 2025 and an optimistic outlook for 2026 [1] 2025 Highlights - Over 37,800 metres of partner-funded drilling were conducted, with an estimated expenditure of $30 million, including more than 21,000 metres focused on resource expansion and conversion at the Navidad/Winter vein target and the Luna zone at the Ermitaño gold-silver mine in Mexico [1] - The company received over $4.1 million from project sales and payments from exploration partners [1] - Four new royalties and three exploration alliances were established, generating over $3.4 million in generative exploration expenditures for copper and gold targets, with more than $2.5 million contributed by alliance partners across western United States and Canada [1] 2026 Outlook - The company plans twelve partner-funded drilling programs totaling an estimated 40,000 metres, excluding drilling plans at the Ermitaño [1] - Three partner-funded alliances will continue in 2026 with Altius Minerals Corp., South32 Limited, and Triple Flag Precious Metals Corp. [1] - Six projects are currently under option to industry partners, with updates expected on resources at the Navidad/Winter gold-silver veins at Ermitaño and ongoing exploration and resource expansion drilling at the MPD South porphyry copper-gold project in British Columbia [1] - The CEO of Orogen noted that the prospect generation business achieved record levels in 2025 for early-stage generative exploration expenditures by alliance partners, drilling metres, and new mineral resource estimates [1]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Precious Metals (Gold and Silver) - **Key Focus**: Analysis of gold and silver market dynamics, central bank behaviors, geopolitical influences, and investment trends Gold Market Insights - **Price Forecast**: Gold has surpassed the $4750/oz forecast for the second half of 2026, with a bullish outlook projecting $5700/oz, indicating a potential 14% upside from current levels [1][4] - **Central Bank Behavior**: A structural shift in central bank gold buying occurred in 2022, with Poland increasing its gold target from 550 tonnes to 700 tonnes, indicating a reduced sensitivity to price changes [2][16] - **Geopolitical Influence**: Rising geopolitical risks have led to increased gold inflows, with the Geopolitical Risk Index rising 77% since early December, historically correlating with a 2.5% increase in gold prices for every 100-point rise in the index [3][25] - **ETF Demand**: ETF purchases of gold were the highest since 2020 in 2025, with expectations for continued buying as interest rates decline [3][21] Silver Market Insights - **Current Pricing**: Silver is trading at an all-time high of $100/oz, driven by strong ETF demand and limited inventories [5][39] - **Market Dynamics**: Shanghai silver prices are trading at a significant premium to CME prices, indicating physical tightness in the market [9][33] - **Demand Trends**: While solar demand for silver may have peaked, investment demand remains robust, with ETF holdings reaching a record of 95 tons by the end of December 2025 [32][60] - **Physical Demand in China**: Strong physical demand in China is evident, with SGE silver trading at a ~15% premium to COMEX prices, reflecting tight local supply [48][49] Central Bank and Investment Trends - **Continued Buying**: A World Gold Council survey indicates that 43% of central banks expect to increase their gold reserves over the next year, with no banks anticipating a decline [15] - **Poland's Strategy**: Poland's shift to target absolute tonnage for gold holdings rather than a percentage of reserves suggests a broader trend among central banks that may lead to increased purchases regardless of price [16][13] Geopolitical and Economic Factors - **Geopolitical Risks**: The current geopolitical climate is a significant driver for gold prices, with historical data showing gold's outperformance during periods of heightened geopolitical risk [25][28] - **Economic Indicators**: Expectations for Fed rate cuts in June and September 2026 are anticipated to support gold and silver prices, as economic momentum improves and inflation trends downward [22] Conclusion - **Investment Outlook**: The outlook for both gold and silver remains positive, with potential for price increases driven by central bank buying, geopolitical risks, and strong investment demand. The market dynamics suggest that any price pullbacks may be short-lived due to underlying demand factors [60][37]