Core Viewpoint - OceanaGold Corporation has received approval to list its common shares on the New York Stock Exchange (NYSE), with trading expected to commence on April 7, 2026, under the ticker symbol "OGC" [1][3]. Group 1: NYSE Listing Details - The NYSE listing will enhance OceanaGold's access to U.S. investors and improve trading liquidity, reflecting the scale and geographic presence of the business [3][4]. - Following the NYSE listing, the company's shares will no longer be quoted on the U.S. OTC Markets, but will continue to trade in Canadian dollars on the Toronto Stock Exchange (TSX) under the same ticker symbol "OGC" [1]. Group 2: Company Operations and Production - OceanaGold's Haile Gold Mine in South Carolina is projected to account for approximately 45% of the company's gold production in 2026, serving as a key driver for near-term production growth [4]. - The company operates four mines: the Haile Gold Mine in the USA, the Macraes and Waihi operations in New Zealand, and the Didipio Mine in the Philippines, with a commitment to maximizing Free Cash Flow and delivering strong returns for shareholders [5].

Core Viewpoint - Newmont Corporation (NEM) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Newmont reflects an improved earnings outlook, which is likely to positively affect its stock price [3][5]. Impact of Earnings Estimate Revisions - Changes in a company's future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors often adjust their valuations based on earnings estimates, leading to significant stock price movements when they buy or sell large amounts of shares [4]. Newmont's Earnings Outlook - Newmont is projected to earn $8.15 per share for the fiscal year ending December 2026, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for Newmont has increased by 13.8%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Newmont's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Core Insights - Aura Minerals Inc. reported a record quarterly adjusted EBITDA of $208 million and a full year EBITDA of $548 million for 2025, doubling its EBITDA for the second consecutive year [1][6] - The company experienced a GAAP net loss of $20 million due to non-cash derivative valuations, but achieved an adjusted net income of $206 million for the year [1] - Strategic expansion included a $76 million acquisition of Minerales de Occidente/MSG and the successful ramp-up of the Borborema project, which added 670,000 ounces of gold reserves [2] Production and Future Outlook - In 2025, Aura Minerals achieved a quarterly production peak of 82,000 gold equivalent ounces and an annual total of 280,000 ounces [1] - The company is targeting a long-term production profile exceeding 600,000 gold equivalent ounces by 2026, focusing on a turnaround at the MSG mine and expanding the Almas plant capacity to 3 million tons [3]

Core Viewpoint - U.S. GoldMining Inc. announced a positive Preliminary Economic Assessment (PEA) for its Whistler Gold-Copper Project in Alaska, indicating strong economic potential with significant after-tax net present value and internal rate of return metrics [1]. Financial Metrics - Estimated after-tax net present value (NPV5%) at a 5% discount rate is $2.04 billion with an internal rate of return (IRR) of 33.0% and an initial payback period of 2.1 years based on base case prices of $3,200/oz gold, $4.50/lb copper, and $37.50/oz silver [1]. - At current spot prices of $5,000/oz gold, $5.85/lb copper, and $70/oz silver, the estimated after-tax NPV5% increases to approximately $4.88 billion with an IRR of 62.0% and a payback period of 1.2 years [1]. Production Estimates - The project has a mine life of 14.6 years with a total mined material of 676 million tonnes and total processed material of 211.4 million tonnes [1]. - Average annual gold production for the first three years is estimated at 263.6 thousand ounces, with a total gold production of 2,681.5 thousand ounces over the life of the mine [1]. - Average annual copper production for the first three years is estimated at 53.0 million pounds, with a total copper production of 591.6 million pounds over the life of the mine [1]. Capital Expenditures - Initial capital expenditure is projected at $1.28 billion, with sustaining capital expenditures of approximately $381.1 million over the life of the mine [1]. - Closure costs are estimated at $98.7 million [1]. Resource Estimates - The updated mineral resource estimate includes indicated resources of 299 million tonnes at 0.57 g/t AuEq for a total of 5.41 million ounces AuEq and inferred resources of 291 million tonnes at 0.54 g/t AuEq for an additional 4.97 million ounces AuEq [1]. - The PEA is based on indicated mineral resources and does not include inferred mineral resources [1]. Future Opportunities - The PEA highlights opportunities for mine optimization, including environmental geochemistry test work and power options analysis to lower costs [2]. - Potential additional resource estimates from nearby deposits, such as the Raintree West Resource and Island Mountain Resource, could enhance project value [2]. - The company plans to advance the project towards a possible pre-feasibility study and is preparing for an expanded exploration program [2].

Core Viewpoint - Gold Port Corporation has provided a corporate update regarding its Groete Gold Copper project in Guyana, highlighting the progress in contractor selection and road access construction [1] Group 1 - The company has identified and announced a contractor for the Groete Gold Copper project [1] - Construction of road access to the Groete Gold Copper project has been announced [1]

Core Viewpoint - Euromax Resources Ltd. has successfully negotiated extensions for the maturity dates of its convertible debentures with the European Bank for Reconstruction and Development and CC Ilovitza Limited, moving the maturity from February 28, 2026, to February 28, 2027, without altering the conversion price or interest rates [1][2]. Group 1: Debenture Amendments - The total principal amounts of the convertible debentures are USD 5,000,000 and CAD 5,200,000 [1]. - The conversion price remains at $0.15 per share, and the interest rates are set at 20% for the period from April 30, 2018, to March 31, 2019, and 7% from March 31, 2019, to February 28, 2027 [2]. - The amendments are subject to the final acceptance of the TSX Venture Exchange [5]. Group 2: Compliance and Regulations - The issuance of shares related to the conversion of accrued and unpaid interest under the convertible debentures must comply with TSX Venture Exchange policies, including prior acceptance and market price conditions [3]. - The Company is utilizing exemptions from formal valuation and minority approval requirements as outlined in Multilateral Instrument 61-101 [4]. Group 3: Company Overview - Euromax Resources Ltd. is focused on developing and operating the Ilovica-Shtuka gold-copper project in North Macedonia [7].

Group 1 - San Lorenzo Gold Corp. will participate in the Metals Investor Forum on February 27th and 28th, 2026, in Toronto, Ontario [1][2] - Management will engage with shareholders, analysts, and potential investors to discuss the company's strategy, project portfolio, and ongoing drilling at the Salvadora Project in Chile [2] - CEO Al Kroontje will present on a panel at the forum, hosted by Eric Coffin of HRA Advisory [2] Group 2 - San Lorenzo is focused on advancing its flagship Salvadora property, located in Chile's mega-porphyry belt, which has shown potential for significant gold and copper deposits [3] - Previous drilling programs on four different targets have indicated the presence of substantial gold and copper enriched epithermal and porphyry style systems within the Salvadora property [3]

Core Viewpoint - Tincorp Metals Inc. has entered into a share purchase agreement to acquire the Santa Barbara Gold-Copper Project in Ecuador, which is expected to enhance its resource portfolio and create value for shareholders [1][2]. Project Overview - The Santa Barbara Gold-Copper Project is located in the Zamora-Chinchipe Province of southeastern Ecuador, approximately 76 kilometers east of Zamora, with a valid environmental permit for exploration and drilling across six concessions covering 52 square kilometers [3][4]. - The project is situated near several significant mining operations, including Silvercorp's Condor Project and Lundin Gold's Fruta Del Norte Mine [4]. Historical Mineral Resource Estimate - The latest mineral resource estimate from 2021 indicates an indicated resource of 39.8 million tonnes at an average grade of 0.83 g/t AuEq, containing approximately 859,000 ounces of gold [6]. - An inferred resource of 166.7 million tonnes at an average grade of 0.66 g/t AuEq is also reported, containing about 2.77 million ounces of gold [6]. Exploration History - Modern exploration at the project began in the late 1980s, with extensive drilling and surface programs conducted by various owners, totaling 22,027 meters of diamond drilling in 56 holes from 1999 to 2018 [12][15]. - The mineralized zone has dimensions of 1.2 km north-south and 500 m east-west, extending to a depth of over 500 m, and remains open in all directions [11]. Acquisition Details - Tincorp will acquire all shares of Santa Barbara Metals Inc. for a total consideration of C$6 million in common shares and US$13.5 million in cash, structured in four installments [18]. - The acquisition is subject to approval from the TSX Venture Exchange and requires shareholder approval due to its classification as a related-party transaction [19][32]. Future Plans - Following the acquisition, Tincorp plans to mobilize three drill rigs for a 10,000-meter phase 1 drill program to upgrade known mineralized zones and explore new targets [17][18]. - The company anticipates that the gold and copper resources at Santa Barbara can be expanded through continued exploration and drilling campaigns [17]. Financing - Tincorp has announced a concurrent private placement to raise up to C$16 million through the issuance of subscription receipts, which will convert into units consisting of common shares and warrants [22][23]. - The proceeds from the offering will be allocated to the Santa Barbara Project, cash payments to vendors, and general administrative expenses [28].

Core Insights - Wall Street has shown resilience, with a bullish long-term outlook for stocks extending into 2026 and beyond, despite short-term volatility and concerns regarding AI disruption [1][2] - Earnings growth is anticipated across various sectors, not limited to big tech, with 15 out of 16 Zacks sectors expected to contribute positively [2] - Investors are encouraged to focus on momentum stocks with strong earnings revisions, particularly those ranked as Zacks Rank 1 (Strong Buys) [3] Stock Screening Methodology - The screening process utilizes the Research Wizard to identify Zacks Rank 1 (Strong Buy) stocks, narrowing down to those with upward price momentum and trading within 20% of their 52-week highs [4][5] - Key metrics for screening include PEG ratio, Price to Sales ratio, and a focus on stocks with significant price changes over the last 12 weeks [8] Centerra Gold (CGAU) Overview - Centerra Gold is a mid-tier gold and copper producer with a significant price increase of 215% over the past year, indicating strong market performance [6][11] - The company has reported a 14% revenue growth in 2025, following previous years of 11% and 29% growth, with adjusted earnings soaring by 54% last year [11][12] - Centerra Gold's Q1 2026 earnings estimate has doubled recently, with a 25% increase in the 2026 estimate, reflecting strong demand for gold and copper [12] Market Context - The gold market is expected to remain in a structural bull run through 2026, driven by central bank demand, retail inflows, and geopolitical risks [13] - Copper demand is increasing due to its essential role in AI data centers and electrification, further supporting the growth outlook for Centerra Gold [13] Financial Position and Valuation - Centerra Gold is actively buying back its stock and pays dividends, supported by a robust balance sheet [14] - The stock trades at a 33% discount to its sector and is 20% below its own highs, with a forward P/E ratio of 11.4X [14][17]

Core Insights - OceanaGold reported record free cash flow of $259 million in Q4, surpassing the total free cash flow generated in all of 2024, with adjusted net profit and earnings per share roughly doubling from the prior year [2][3] - The company ended the period with a strong net cash position of $477 million, up 42% from the prior quarter, despite returning over $100 million to shareholders through dividends and buybacks [3] - The fourth quarter was the strongest production quarter of the year, with increased production from all four operating sites and a record average realized gold price of just over $4,200 per ounce [4] Financial Performance - Adjusted EPS included a $0.26 per share impact from share-based compensation, with cash costs and EBITDA for 2025 reflecting a $70 per ounce increase due to accounting allocations related to capitalized sustaining waste stripping [1] - OceanaGold set annual records for EBITDA, EBITDA margins, net profit, earnings per share, operating cash flow, and free cash flow, achieved at an average realized gold price of around $3,500 per ounce [4] 2026 Outlook - The company expects higher production and lower all-in sustaining costs (AISC) in 2026, with a projected 12% increase in gold production compared to 2025 and a 7% decrease in AISC [6] - Growth in 2026 production is primarily driven by Haile, with a 35% increase in output expected due to open-pit waste stripping that will provide access to higher-grade ore [7] Operational Updates - All four operating sites increased production in Q4, with Haile producing 56,000 ounces, Macraes also producing 56,000 ounces, Waihi exceeding production guidance, and Didipio producing approximately 24,000 ounces of gold [9][10][12][14] - Haile's unit costs are expected to decline by 25% year-over-year, while Macraes' AISC was under $1,300 per ounce in Q4, down significantly from Q3 [10][12] Exploration and Capital Returns - OceanaGold plans to increase its exploration budget in 2026, focusing on converting resources to reserves and enhancing brownfields and greenfields exploration [15] - The board approved a tripling of the quarterly dividend and a doubling of the share buyback for 2026, resulting in up to $432 million in total shareholder returns, an increase of 112% year-over-year [18] Strategic Developments - The company expects to complete its listing on the New York Stock Exchange in April and remains open to inorganic growth opportunities, although it is not a priority focus [19]