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X @The Economist
The Economist· 2025-12-01 02:20
America still relies on China for four-fifths of its rare-earth needs. In The World Ahead, we examine how it can break that dynamic https://t.co/eCSITVC1SQ ...
矿业专家:中国房地产-下行周期再续两年-Mining Expert Calls #3 China Property_ Another Two Years of Downcycle
2025-12-01 01:29
ab 26 November 2025 Global Research Mining Expert Calls #3 China Property: Another Two Years of Downcycle Caio Greiner Analyst caio.greiner@ubs.com +55-11-2767 6294 Andrew Jones Analyst andrew-i.jones@ubs.com +44-20-7901 6545 We hosted UBS's John Lam in Part 3 of our China Expert Call series Our China property team turned more cautious in November about the property market outlook (note), believing housing price expectations have fundamentally changed with rent now preferred over purchase; after a short sta ...
中国 -2026 年投资主题趋势-China_ What's in Style for 2026_
2025-12-01 01:29
ASIA EX-JAPAN | Quantitative Strategy Equity Research China: What's in Style for 2026? Under the 15th five-year plan, China is transitioning from common prosperity to AI & high-tech mfg dominance. This will be an era of the private sector, with attractive growth opportunities. With most of the PE-driven returns behind us, some market consolidation is expected. However, China remains attractive on PE/G, and earnings momentum is poised to accelerate. We list five key investment themes for 2026 and present our ...
LGLV: Low Beta, Value Tilt Do Not Translate Into Consistent Outperformance
Seeking Alpha· 2025-12-01 00:38
Core Viewpoint - The State Street® SPDR® US Large Cap Low Volatility Index ETF (LGLV) is initiated with a Hold rating, indicating a balanced perspective on its investment potential [1]. Group 1: Investment Strategy - The analysis emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1]. - The focus is on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1]. - A comprehensive evaluation of Free Cash Flow and Return on Capital is deemed essential for deeper investment insights [1]. Group 2: Market Perception - The analyst acknowledges that while some growth stocks may warrant their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1].
FCX LAWSUIT: BFA Law Reminds Freeport-McMoRan Inc. Investors the Company has been Sued for Securities Fraud and to Contact BFA Law by January 12 Deadline
Newsfile· 2025-11-30 12:47
Core Viewpoint - A class action lawsuit has been filed against Freeport-McMoRan Inc. for securities fraud, following significant stock drops attributed to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the District of Arizona, titled Reed v. Freeport-McMoRan Inc., et al., No. 2:25-cv-04243 [3]. - Investors have until January 12, 2026, to request to lead the case, with claims made under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [3]. Group 2: Company Operations and Safety Claims - Freeport operates the Grasberg Copper and Gold Mine in Indonesia, where it has been accused of overstating its commitment to safety while conducting unsafe mining practices [4][5]. - The company had previously promoted its safety procedures, including the use of data and technology to prevent incidents [4]. Group 3: Stock Price Impact - On September 9, 2025, Freeport's stock dropped by $2.77 per share (over 5.9%) following a press release about suspended mining operations due to a landslide [6]. - Following updates on September 24, 2025, regarding fatalities and operational suspensions, the stock fell by $7.69 per share (almost 17%) [7]. - Additional reports on September 25, 2025, regarding strained relations with the Indonesian government led to a further decline of $2.33 per share (over 6%) [9]. - A report on September 28, 2025, indicated that the landslide was preventable, further impacting investor confidence [10].
Fortuna Mining (NYSE:FSM) Sets New 12-Month High – Still a Buy?
Defense World· 2025-11-30 08:02
Fortuna Mining Corp. (NYSE:FSM – Get Free Report) (TSE:FVI)’s share price hit a new 52-week high during trading on Friday . The company traded as high as $10.01 and last traded at $9.9390, with a volume of 380464 shares. The stock had previously closed at $9.76. Get Fortuna Mining alerts: Analyst Ratings ChangesFSM has been the subject of several analyst reports. Scotiabank raised shares of Fortuna Mining from a “sector perform” rating to an “outperform” rating and increased their price target for the compa ...
Northstar Gold signs key mining tech agreement - ICYMI
Proactiveinvestors NA· 2025-11-29 13:12
Northstar Gold Corp. (CSE:NSG) CEO Brian Fowler talked with Proactive about the company's latest master project agreement involving several technology and engineering partners to advance its Cam Copper project. Fowler explained that the agreement includes collaboration with Digital, a Canadian innovation cluster established in 2018, and Novamera, a private Ontario company with a proprietary surgical mining technology. The partnership also involves Micon International, an independent mining consultancy that ...
Last Call: Why You Need to Buy This Rare-Earth Metal Stock Before Everyone Else Catches On
The Motley Fool· 2025-11-29 12:05
This mining company is poised to become the U.S.'s go-to supplier for rare earth magnets.What do smartphones, laptops, washing machines, electric vehicles, televisions, power tools, and electric toothbrushes have in common? None of them would be possible without a tiny piece of hardware that most people have never seen: a high-performance magnet made from rare earth metals.For years, the U.S. has been happy letting China handle the complex task of mining and processing the elements that go into those magnet ...
FCX STOCK: Lose Money on Your Freeport-McMoRan Inc. Investment? Contact BFA Law about the Pending Securities Class Action before January 12 Deadline
Globenewswire· 2025-11-29 11:10
NEW YORK, Nov. 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Freeport-McMoRan Inc. (NYSE: FCX) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Freeport, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/freeport-mcmoran-inc-clas ...
Los Andes Copper Announces Election to Issue Common Shares in Satisfaction of US$14 Million Convertible Debenture Interest Payment Obligations
Newsfile· 2025-11-29 00:00
Los Andes Copper Announces Election to Issue Common Shares in Satisfaction of US$14 Million Convertible Debenture Interest Payment ObligationsNovember 28, 2025 7:00 PM EST | Source: Los Andes Copper Ltd.Vancouver, British Columbia--(Newsfile Corp. - November 28, 2025) - Los Andes Copper Ltd. (TSXV: LA) (OTCQX: LSANF) ("Los Andes" or the "Company") announces that in accordance with the terms of the US$5,000,000, US$4,000,000 and US$5,000,000 eight per cent convertible debentures issued to Queen ...