截至1月29日，已披露2025年业绩预告的6家金矿公司，净利润合计602亿元～625亿元。其中净利润增速 平均值至少达到84%。 随着金价的连续上涨，"家中有矿"的黄金股业绩继续大幅预增。 截至1月29日，已披露2025年业绩预告的6家金矿公司，净利润合计602亿元～625亿元。其中净利润增速 平均值至少达到84%。 今年以来，黄金价格继续"狂飙"，29日先冲上5400美元/盎司，不到半小时再突破5500美元/盎司， COMEX黄金盘中一度突破5600美元，最高触及5626.8美元/盎司，伦敦金现逼近5600美元，再创历史新 高。 紫金矿业是黄金公司中，拥有黄金储量最多的公司。该公司预计2025全年净利润区间为510亿元～520亿 元，在6家公司中净利润额占比约八成。净利润同比增幅达59%～62%。 中金黄金紧随其后，预计报告期内净利润为48亿元～54亿元，同比增长41.76%～59.48%；赤峰黄金预 计全年净利润30亿元～32亿元，同比增幅达70%～81%。 净利润增速方面，招金黄金净利同比增长率最高达到242%。该公司称，业绩变动原因为主营业务扭 亏，预计为1.22亿元～1.82亿元，上年同期亏损1.2 ...

Core Insights - Endeavour Mining achieved a record H2-2025 dividend of $200 million, bringing total FY-2025 dividends to $350 million, which is 93% above the minimum commitment [19][10][11] - The company reported FY-2025 gold production of 1,209koz, a 10% increase from FY-2024, with an all-in sustaining cost (AISC) of approximately $1,435/oz [5][22][26] - Endeavour has returned over $1.6 billion to shareholders since 2021, significantly exceeding its minimum commitment [10][19] Operational Highlights - Q4-2025 gold production was 298koz, a 13% increase from Q3-2025, while AISC rose to approximately $1,650/oz due to higher royalty costs [5][22][33] - The company expects FY-2026 production guidance to be between 1,090-1,265koz, with AISC projected at $1,600-1,800/oz [38][20] - The Assafou project is on track for first gold production in H2-2028, with environmental permits approved and definitive feasibility study completion expected in Q1-2026 [12][11] Financial Performance - Endeavour generated record free cash flow exceeding $1 billion in FY-2025, reducing net debt by $574 million to $157 million [9][10] - The realized gold price for FY-2025 was $3,244/oz, a 38% increase from FY-2024 [6][22] - The company plans to maintain a minimum dividend commitment of approximately $1 billion over the 2026-2028 period, contingent on gold prices exceeding $3,000/oz [20][11] Shareholder Returns - Total shareholder returns for FY-2025 reached $435.3 million, equivalent to $360 per ounce produced [19][10] - The company has committed to increasing minimum shareholder returns over the next three years, with expectations for supplemental returns to potentially double the minimum commitment [20][11] - Share buybacks totaled $85 million in FY-2025, contributing to the overall shareholder returns program [19][10] Exploration Strategy - Endeavour's exploration strategy aims to discover 12-15 million ounces of resources at a cost of less than $40/oz over the 2026-2030 period [44][13] - The exploration budget for FY-2026 is set at $100 million, focusing on resource additions at core assets and new greenfield projects [44][45] - The company is targeting resource definition in three new gold provinces, enhancing its growth potential [44][13]

Allied Gold包括非洲三大金矿项目，权益资源量455吨 ①马里Sadiola金矿80%权益;②科特迪瓦金矿综合体，含Bonikro项目89.9%权益+Agbaou项目85%权益;③ 埃塞俄比亚Kurmuk金矿100%权益。资源量角度看，Allied Gold总资源量533吨金@1.48g/t，权益资源量 455吨(90%以上是M+I级别);总储量337吨，权益储量288吨，此次收购可使得紫金权益资源量/储量上升 25%/33%。单吨资源量收购对价约为0.6亿元/吨，高于此前收购阿基姆和RG(0.4亿元/吨)，但考虑到此 为二级市场收购+金价已上涨，以及未来的增储潜力，收购对价仍具备强性价比。 东北证券发布研报称，维持紫金黄金国际(02259)"买入"评级，随金价上涨、Allied Gold收购完成，将公 司2025/2026/2027年归母净利润上修至15.4/39.9/49.3亿美元，同比增速220%/159%/24%。考虑到金价长 牛背景，叠加公司资源获取能力、矿山运营能力、产量兑现能力等α属性强大。 东北证券主要观点如下： 近期事件 紫金黄金国际拟以44加元/股，总对价55亿加元(约280亿人民 ...

Core Viewpoint - Golden Lake Exploration Inc. and McEwen Inc. have entered into a Definitive Agreement for a proposed transaction where McEwen will acquire all issued and outstanding shares of Golden Lake, making it a wholly-owned subsidiary of McEwen [1] Company Summary - The transaction is structured as a plan of arrangement [1] - The agreement was announced on January 28, 2026 [1]

Core Viewpoint - Perseus Mining reported sustained operational performance for the December 2025 quarter, with significant cash and bullion reserves, alongside ongoing project developments and production guidance for the 2026 financial year [2][4][7]. Operating Performance - Gold recovered in Q2 FY26 totaled 88,888 ounces, with a production cost of US$1,362 per ounce and an All-In Site Cost (AISC) of US$1,800 per ounce [4][7]. - The average sales price for gold was US$3,437 per ounce, leading to a notional cash flow of US$145 million for the quarter [4][7]. - The company holds a cash and bullion balance of US$755 million, in addition to liquid listed securities valued at US$229 million [7]. Production and Cost Guidance - Group gold production guidance for FY26 remains unchanged, with expected production from the Yaouré Gold Mine between 168,000 and 184,000 ounces, Edikan Gold Mine between 154,000 and 169,000 ounces, and Sissingué Gold Mine between 78,000 and 87,000 ounces [9][10]. - The overall production target for the Perseus Group is set between 400,000 and 440,000 ounces, with AISC ranging from US$1,600 to US$1,760 per ounce [9][10]. Project Developments - The CMA Underground development is progressing, with the first ore delivered in January 2026, and the Nyanzaga project is on track for first production in January 2027 [7]. - Gold production is expected to be weighted towards the second half of FY26 due to the inclusion of new higher-grade ore sources at Edikan and Sissingué [8].

ASML Stock Falls Despite Strong Sales Forecast For 2026 | Investor's Business DailyBREAKING: [Trump Says He'll Name Fed Chief Pick On Friday]---Semiconductor equipment giant ASML (ASML) on Wednesday posted mixed results for the fourth quarter but provided a strong outlook for the current quarter and full year ahead. ASML stock wavered on the news. The Dutch maker of advanced photolithography gear earned the equivalent of $8.78 a share on sales of $11.62 billion in the December quarter. Analysts polled by Fa ...

Core Insights - NovaGold Resources Inc. has recently experienced significant stock performance, reaching a five-year high as gold prices surged past $5,100, driven by geopolitical and trade uncertainties [1][2][4] Group 1: Stock Performance - On a recent trading day, NovaGold's stock price peaked at $11.76 before closing at $11.74, reflecting a 12.56% increase [2] - The stock's rally was in line with other gold mining companies such as AngloGold, Newmont, and Orla Mining [2] Group 2: Fundraising Activities - NovaGold announced plans to raise $300 million through a private placement of 30 million common shares priced at $10 each, with a European institutional investor acquiring $140 million worth of shares [3] - The company has granted underwriters an overallotment option of up to $45 million, potentially increasing total funds raised to $345 million [3] - Proceeds from the fundraising will be allocated to Donlin Gold activities, settling a prepayment option on a promissory note with Barrick Mining Corporation, and other general corporate purposes [4]

I met with Aura Minerals ( AUGO ) a few days ago for an overall update of the company as they start 2026. While production guidance is not official, the indications, as mentioned in the recentI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds in ...

Vancouver, British Columbia--(Newsfile Corp. - January 28, 2026) - RUA GOLD INC. (TSXV: RUA) (OTCQB: NZAUF) ("RUA GOLD" or the "Company") is pleased to announce that it has closed its previously announced upsized private placement (the "LIFE Offering") of 22,727,200 common shares in the capital of the Company (each, a "Common Share") for gross proceeds of $24,999,920 and concurrent upsized private placement (the "Concurrent Offering" and together with the LIFE Offering, the "Offering") of 7,273,454 Common ...

Group 1 - Newmont Corporation (NYSE:NEM) is recognized as one of the 11 most profitable cheap stocks to invest in currently, with Scotiabank raising its price target from $114 to $152 while maintaining an Outperform rating [1] - Scotiabank has updated its price targets for gold and precious minerals companies, increasing its forecasts for gold and silver prices due to ongoing economic and geopolitical uncertainties and central bank buying [2] - Citi raised its price target for Newmont from $104 to $118, maintaining a Buy rating, while expressing a neutral stance on gold prices after a recent rally and expecting some moderation throughout the year [3] - Raymond James also increased its price target for Newmont from $99 to $111, keeping an Outperform rating, and emphasized the company's lower jurisdictional risk and solid cash flow generation [4] Group 2 - Newmont Corporation is a major player in the gold mining industry and also produces copper, zinc, lead, and silver, making it one of the largest gold mining companies globally [5]