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TMC the metals company: A De-Risked Project Entering Its Next Phase
Seeking Alpha· 2025-09-22 19:23
Company Overview - TMC the metals company is a Canada-based pre-revenue mining company focused on deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper, and cobalt [1] Investment Focus - The company aims to capitalize on growth markets, particularly in sectors such as AI, biotech, mining, and shipping, while seeking undervalued stocks with significant potential [1] Market Position - TMC operates through its subsidiary, The Metals Company USA LLC, and is positioned to benefit from the increasing demand for metals essential for technology and renewable energy [1]
3 Mining Stocks to Watch as Gold Futures Surge
Schaeffers Investment Research· 2025-09-22 19:10
Group 1: Market Overview - Following last week's interest rate cut, front-month gold futures are trading at record highs, with expectations of two more rate cuts to come [1] - Increased inflation data is anticipated, which may further influence gold and mining stocks [1] Group 2: Company Performance - Newmont Corporation (NEM) shares increased by 1.7% to $83.08, reaching a three-year peak of $83.80, and have gained 123% in 2025 [2] - Pan American Silver Corp (PAAS) shares rose by 2.3% to $37.30, earlier hitting $38.16, its highest level in over four years, with an 85% increase since January [2] - Freeport-McMoRan Inc (FCX) shares were up 0.2% to $45.04, maintaining a year-over-year breakeven mark, with a 14% gain over the past nine months [3] Group 3: Options and Volatility - Options for NEM, PAAS, and FCX are considered affordable, with Schaeffer's Volatility Index (SVI) readings of 35%, 41%, and 36%, ranking in the 16th or lower annual percentile [3]
Nebari Partners, LLC Acquired Warrants of Abcourt Mines Inc.
Globenewswire· 2025-09-22 18:23
TORONTO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Nebari Partners, LLC (“Nebari”) announces that through Nebari Natural Resources Credit Fund II, LP (the “Lender”) it has entered into a second agreement to amend its credit agreement (the “Loan Agreement”) with Abcourt Mines Inc. (“Abcourt” or the “Corporation”) pursuant to which an additional USD$2,000,000 is made available as a loan to the Corporation (the “Upsized Loan”). In connection with the closing of the Upsized Loan, the Abcourt issued 14,395,259 non-tran ...
Black Diamond Group (OTCPK:BDIM.F) M&A Announcement Transcript
2025-09-22 18:02
Summary of Black Diamond Group's Conference Call on Acquisition of Royal Camp Services Company and Industry - **Company**: Black Diamond Group (OTCPK:BDIM.F) - **Acquisition Target**: Royal Camp Services - **Industry**: Remote workforce accommodation and hospitality, primarily servicing oil and gas, mining, and construction industries in Canada Core Points and Arguments 1. **Acquisition Details**: Black Diamond announced the acquisition of Royal Camp Services for **$165 million**, financed primarily through low-cost debt [4][10][12] 2. **Strategic Fit**: The acquisition is expected to enhance Black Diamond's Workforce Solutions platform, creating a premier integrated provider of workforce accommodations and hospitality services [5][6][13] 3. **Market Dynamics**: The acquisition aligns with current market trends, including increased remote development activity driven by government initiatives and a focus on nation-building projects in Canada [8][9][33] 4. **Financial Metrics**: Royal Camp Services has a three-year adjusted EBITDA range of **$31 million to $41 million**, making the acquisition highly accretive [10][11] 5. **Utilization Rates**: Royal's fleet is currently **approximately 53% utilized**, with significant operating leverage potential as the combined fleet capacity will be nearly **12,000 rooms** [13][9] 6. **Indigenous Partnerships**: Both companies have strong relationships with Indigenous communities, which will be further enhanced through this acquisition [14][31] 7. **Revenue Composition**: Royal's revenue is split approximately **20% rental**, **40% lodging**, and **40% non-rental services**, indicating a diverse revenue stream [39][28] 8. **Future Growth Potential**: The acquisition is expected to reduce the need for significant capital expenditures in the near term, with sustaining capital requirements estimated at **$3 to $6 million** for the combined business [19][11] 9. **Integration Strategy**: Black Diamond plans to integrate Royal's operations while preserving its quality and culture, with a focus on maintaining strong customer relationships [12][46] Other Important but Potentially Overlooked Content 1. **Market Opportunities**: The federal government's renewed focus on defense spending presents new opportunities for Black Diamond's relocatable accommodations assets [8] 2. **Bid Pipeline Activity**: There has been a substantial increase in bidding activity for workforce housing, indicating a robust market outlook [33] 3. **Quality of Assets**: Royal's fleet has been well-maintained, requiring minimal upfront maintenance to become operational [22][21] 4. **Employee Integration**: Approximately **580 employees** from Royal will be retained, contributing to the combined company's expertise and operational capacity [5][4] 5. **Shareholder Alignment**: A portion of the acquisition consideration includes up to **4 million common shares** of Black Diamond, aimed at aligning interests with Royal's management and employees [10][48] This summary encapsulates the key points discussed during the conference call regarding Black Diamond Group's acquisition of Royal Camp Services, highlighting the strategic rationale, financial implications, and market context surrounding the transaction.
参议员 Ted Cruz 主持 USTDA 与 Terra Metals Inc. 及 Metalex Commodities 签署赞比亚的 Kazozo 铜钴项目拨款签约仪式
Globenewswire· 2025-09-22 16:38
Core Viewpoint - The announcement of funding from the U.S. Trade and Development Agency (USTDA) for the Kazozo copper-cobalt project in Zambia signifies a strategic partnership aimed at enhancing U.S.-Zambia economic cooperation and securing critical mineral supplies for global energy transition [1][2]. Group 1: Project Details - Terra Metals Inc. and Metalex Commodities' joint venture, Lunda Resources, received USTDA funding for a feasibility study of the Kazozo mine and adjacent exploration licenses in northwestern Zambia [1]. - The project aligns with the Trump administration's "trade, not aid" policy and the U.S. critical minerals strategy, contributing to job creation and GDP growth in both countries [1]. Group 2: Company Statements - Terra Metals Inc. Chairman Mumena Mushinge emphasized the achievement as a result of persistent efforts and strong belief in Zambia's copper-cobalt resource potential, thanking local chiefs for their support [2]. - Metalex Commodities CEO Ayo Sopitan highlighted the collaboration between the U.S. and Zambia to develop world-class copper-cobalt resources, aiming to empower industries and strengthen long-term economic cooperation [2]. Group 3: Strategic Importance - Senator Ted Cruz underscored the importance of U.S. involvement in African mining development, stating that critical minerals are foundational for future economies and that the U.S. must not fall behind China in this sector [2].
Mining Stocks make top gainers list on TSX
Investorideas.com· 2025-09-22 16:15
Core Insights - Mining stocks are leading gainers on the TSX as gold prices reach new highs, indicating a strong investor sentiment towards a commodity supercycle [3][4]. Group 1: Top Gainers - Generation Mining Limited (TSX: GENM) is trading at 0.445, gaining 0.07, which is an increase of 18.67% on a volume of 663,945 [4]. - Uranium Royalty Corp. (TSX: URC) is trading at 6.035, up 0.90, reflecting a gain of 17.41% on a volume of 464,088 [4]. - Future Mineral Resources Inc. (TSX: FMR) is trading at 0.40, up 0.05, marking a gain of 14.29% on a volume of 15,470 [4]. - Endeavour Silver Corp. (TSX: EDR) is trading at $10.545, up 1.22, which is a gain of 13.02% on a volume of 991,426 [4]. Group 2: Industry Context - The current performance of mining stocks is attributed to rising gold prices, which are driving investor interest and confidence in the mining sector [3]. - The overall market sentiment suggests a potential long-term trend towards a commodity supercycle, which could benefit mining companies significantly [3]. Group 3: Additional Resources - Investorideas.com offers a podcast titled "Exploring Mining" that features the latest news and interviews with industry experts, providing further insights into mining stocks [6]. - The platform also provides a free mining stocks directory and stock news alerts, which can be beneficial for investors looking to stay informed [6].
Euro Stoxx Holds Gains as Auto Stocks Slide, Tech and Miners Lift Market Amid Fed Uncertainty
FX Empire· 2025-09-22 16:03
Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided is not a recommendation or advice for any financial actions [1] - The website does not take into account individual financial situations or needs [1] Group 2 - The article mentions that the information may not be provided in real-time and may not be accurate [1] - It states that prices may be provided by market makers rather than exchanges [1] - The company disclaims any responsibility for trading losses incurred from the use of the information [1] Group 3 - The website includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1] - It encourages users to perform their own research before making investment decisions [1] - The article warns against investing in financial instruments that users do not fully understand [1]
Best Momentum Stocks to Buy for September 22nd
ZACKS· 2025-09-22 15:00
Core Insights - Three stocks are highlighted with strong momentum characteristics and a buy rank for investors to consider on September 22nd [1][2][3] Company Summaries - **Dorman Products, Inc. (DORM)**: - Zacks Rank: 1 - Current year earnings estimate increased by 11.5% over the last 60 days - Share price gained 29.2% over the last three months, outperforming the S&P 500's 10.6% increase - Momentum Score: A [1] - **Red River Bancshares, Inc. (RRBI)**: - Zacks Rank: 1 - Current year earnings estimate increased by 5.5% over the last 60 days - Share price gained 13.2% over the last three months, also outperforming the S&P 500's 10.6% increase - Momentum Score: B [2] - **Newmont Corporation (NEM)**: - Zacks Rank: 1 - Current year earnings estimate increased by 14.8% over the last 60 days - Share price gained 33.3% over the last three months, significantly outperforming the S&P 500's 10.6% increase - Momentum Score: A [3]
Wall Street Takes a Breather After Record Rally; Key Earnings and Fed Outlook in Focus
Stock Market News· 2025-09-22 14:07
Market Overview - U.S. equity markets opened lower on September 22, 2025, following a record-high closing last week, reflecting cautious sentiment ahead of key economic data and Federal Reserve commentary [1][2] - The S&P 500 dipped approximately 0.2%, while the Dow Jones Industrial Average fell by 169 to 228 points (0.37% to 0.5%), and the Nasdaq Composite eased back by 0.1% to 0.2% [2] Economic Indicators - The market's overall trajectory has been upward since hitting a bottom in April, driven by expectations of continued rate cuts from the Federal Reserve [3] - Investors are particularly focused on upcoming inflation data, including the Personal Consumption Expenditures (PCE) price index, which is expected to show a slight increase [5] Corporate Developments - Pfizer (PFE) announced its intent to acquire Metsera (MTSR) for $4.9 billion, leading to a 60% surge in Metsera's shares and a 1.5% increase in Pfizer's stock [6] - FedEx Corp. (FDX) shares advanced 2.3% after reporting strong first-quarter fiscal 2026 adjusted earnings [6] - Lennar Corp. (LEN) saw a 4.2% decline in shares after its third-quarter fiscal 2025 adjusted earnings fell short of estimates [6] - Newmont Corp. (NEM) shares surged 4.3% following the sale of its stake in Orla Mining [6] - Brighthouse Financial Inc. (BHF) shares jumped 27.2% amid acquisition talks with Aquarian Holdings [6] Technology Sector News - Oracle (ORCL) gained 4% following reports of discussions with Meta for a potential $20 billion cloud computing deal [10] - Oklo (OKLO) shares climbed 28% due to a substantial UK-US nuclear energy partnership valued at $350 billion [10] - Apple (AAPL) shares rose 3.2% after a J.P. Morgan upgrade and the global launch of its newest iPhone model [10] - Tesla (TSLA) added 2.2% following a positive upgrade from Baird [10]
Newmont Divests Orla Stake for $439M, Streamlines Portfolio
ZACKS· 2025-09-22 14:00
Core Insights - Newmont Corporation has completed the sale of 43 million common shares in Orla Mining Ltd, generating gross proceeds of $439 million at an average price of $10.14 per share [1][8] - The divestment is part of Newmont's strategy to streamline its equity portfolio and strengthen its balance sheet to support capital allocation plans [2][4] - Despite the divestment, Newmont remains confident in Orla's potential to generate shareholder value and execute its growth strategy [3] Financial Impact - Prior to the sale, Newmont held approximately 13.3% of Orla's outstanding common shares on a non-diluted basis [1] - The recent sale of the Coffee Project in Yukon to Fuerte Metals Corporation for up to $150 million is expected to enhance Newmont's liquidity [4][8] - Newmont's shares have increased by 48.4% over the past year, compared to the industry's rise of 77.6% [6] Strategic Focus - Newmont is actively divesting non-core assets to focus on its primary operations and improve capital allocation [2][4] - The relationship between Newmont and Orla has been significant, with Newmont's support contributing to Orla's development and growth [2]