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五矿资源:业绩回顾-2025 年符合预期;铜价上涨与去杠杆化下强劲的利润增长前景;买入评级
2026-03-06 02:02
| | | MMG reported 2025A net profit of US$509mn, up 215% yoy, or EPS of US$0.042/shr, up 174% yoy. Excluding one-off items including net gain on foreign exchange and impairment expenses, recurring net profit would be US$816mn, mostly inline with our estimates and above Bloomberg consensus. The company declared no final dividend, same as last year. We revise up earnings forecast by 3-20% for 2026E-27E by incorporating the latest copper price forecast from the global commodity team. We also introduce our 2028 ...
全球锂市场在行动 2026-Global Lithium-Lithium-in-Motion 2026
2026-03-06 02:02
March 4, 2026 10:00 PM GMT Global Lithium Lithium-in-Motion: 2026 Source: Morgan Stanley Research, AlphaWise Web Intelligence | M | | | | --- | --- | --- | | | | Global Foundation | | March 4, 2026 10:00 PM GMT | | | | Global Lithium | Morgan Stanley Australia Limited+ | | | | Rahul Anand, CFA Equity Analyst | | | Lithium-in-Motion: 2026 | R.Anand@morganstanley.com | +61 2 9770-1136 | | | Morgan Stanley & Co. LLC | | | This interactive model allows investors to flex auto sales, EV | Adam Jonas, CFA Equity A ...
Manganese X Energy Corp. Announces Interim Chief Financial Officer
TMX Newsfile· 2026-03-05 23:00
Montreal, Quebec--(Newsfile Corp. - March 5, 2026) - Manganese X Energy Corp. (TSXV: MN) (FSE: 9SC) (TRADEGATE: 9SC) (OTCQB: MNXXF) ("Manganese X" or the "Company") announces the appointment of Andrew Gainsbury, formerly the Company's Controller, as acting Chief Financial Officer on an interim basis. Mr. Gainsbury, CFA, CMA, has over 16 years of experience in financial management and consulting in both Canada and Brazil. His most recent experience includes serving as Controller for several publicly-listed ...
REalloys Announces Proposed Public Offering of Common Stock
Globenewswire· 2026-03-05 21:37
BOCA RATON, Fla., March 05, 2026 (GLOBE NEWSWIRE) -- REalloys Inc. (NASDAQ: ALOY) (the “Company” or “REalloys”), a U.S.-based mine-to-magnet rare earth company, today announced that it intends to offer and sell shares of its common stock in an underwritten public offering. In addition, the Company intends to grant the underwriters a 30-day option to purchase additional shares of common stock. All of the shares of common stock in the offering are to be offered by the Company. The offering is subject to marke ...
Copper M&A cycle ignites at PDAC 2026 as majors target tier one assets
KITCO· 2026-03-05 21:27
Jeremy Szafron joins Kitco News as an anchor and producer from Kitco’s Vancouver bureau.  Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance. Jeremy began his career in 2006 as a Journalist at CTV (Canada’s largest network), initially engaging audiences as an entertainment reporter before pivoting to business reporting focusing on mining and small-caps. His macro-financial and market trends analysis made him a sought-after commentator on CTV Mornin ...
Natural Resource Partners L.P. 2025 Tax Information
Globenewswire· 2026-03-05 21:15
HOUSTON, March 05, 2026 (GLOBE NEWSWIRE) -- Natural Resource Partners L.P. (NYSE: NRP) announced today that the 2025 tax packages for unitholders, including the individual K-1 tax information, are available on its website www.taxpackagesupport.com/naturalresource. The K-1 tax information will also be mailed commencing Monday, March 9, 2026. For additional K-1 tax information and unitholder support, unitholders may call toll free (888) 334-7102. Company Profile Natural Resource Partners L.P., a master limite ...
Energy Stocks Are Flashing A Signal Unseen Since The 2022 Oil Crisis - State Street Energy Select Sector SPDR ETF (ARCA:XLE)
Benzinga· 2026-03-05 20:13
Energy stocks are diverging sharply from the rest of the U.S. equity market as oil prices surge following the outbreak of conflict in Iran — a pattern investors haven't seen since the 2022 Russian invasion of Ukraine.Five days into the conflict, the broader market has absorbed the geopolitical shock surprisingly well. The SPDR S&P 500 ETF Trust (NYSE:SPY) is down only about 1% for the week.But beneath the surface, something relevant is happening.Wall Street is splitting into two camps: industries that produ ...
PYZ: A Hold Despite Its Concentrated Portfolio Of Inflation Beneficiaries Prone To Deep Drawdowns
Seeking Alpha· 2026-03-05 19:17
I am of the opinion that in the current environment, the Invesco Dorsey Wright Basic Materials Momentum ETF ( PYZ ) does not offer a risk/reward profile appealing enough despite delivering quite an impressive performance YTD.Vasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the ene ...
War Risk Lifts Gold as Record Margins and Mega Deals Reshape Mining Strategy
KITCO· 2026-03-05 17:55
ShareDisclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpab ...
Bunker Hill Announces Closing of C$33,752,300 Brokered Life Offering, Concurrent Non-Brokered Private Placement and Warrant Exercise
Globenewswire· 2026-03-05 15:26
Core Viewpoint - Bunker Hill Mining Corp. has successfully closed a private placement offering, raising a total of C$33,752,300 through a combination of brokered and non-brokered offerings, as well as warrant exercises, to support the ramp-up of the Bunker Hill Mine to commercial production [1][3]. Group 1: Offering Details - The company issued 150,808,332 LIFE Units at a price of C$0.18 per unit, resulting in gross proceeds of C$27,145,500 from the Brokered Offering [1]. - An additional 8,926,668 LIFE Units were issued under a concurrent non-brokered offering, generating C$1,606,800 in gross proceeds [2]. - The total gross proceeds from the offerings and warrant exercises amounted to C$33,752,300 [3]. Group 2: Use of Proceeds - The net proceeds from the offerings will be utilized for working capital to ramp up the Bunker Hill Mine to commercial production, exploration, and general corporate purposes [5]. Group 3: Warrant and Compensation Options - Each LIFE Unit consists of one common share and one warrant, with warrants exercisable at C$0.30 per share for 36 months [4]. - The company paid aggregate cash fees of C$1,579,290 to agents and issued 8,782,833 non-transferrable compensation options, which are exercisable at C$0.18 per share for 24 months [7]. - Insider participation accounted for 300,000 LIFE Units sold under the offering, which is classified as a related party transaction [8].