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SCHY Provides Exposure To International, Dividend-Paying Stocks
Seeking Alpha· 2025-08-23 16:46
Core Insights - The Schwab International Dividend Equity ETF (SCHY) is a passively managed fund aimed at tracking the Dow Jones International Dividend 100 Index, providing low-cost, income-oriented international exposure with a 3.72% dividend yield [2][3][10] Fund Overview - SCHY was launched on April 29, 2021, by Charles Schwab, with an expense ratio of 8 basis points and approximately $1.3 billion in assets under management (AUM) [3][15] - The fund has an average daily trading volume of 364,000 shares, indicating minimal spread risk for investors [3] - SCHY is fully invested in international equities, comprising 103 holdings, primarily mid- to large-cap stocks [7] Performance Metrics - Cumulative returns for SCHY show a year-to-date increase of 18.60% and a one-year return of 12.14% [4] - The fund's annualized return since inception is 5.57%, which is lower compared to peer strategies [4][15] Index and Stock Selection - SCHY is indexed to the Dow Jones International Dividend 100 Index, which includes mid- and large-cap international dividend-paying companies, excluding REITs [5] - The stock screening process involves evaluating fundamental qualities such as free cash flow, return on equity, indicated dividend yield, and 5-year dividend growth rate [5][14] Portfolio Composition - The top three country exposures in SCHY are the UK (15.36%), Australia (12%), and France (11.65%) [7] - The portfolio is heavily weighted towards financials (15%) and consumer staples (14.84%) [7] - The top 10 holdings account for 40% of the total portfolio weight, with British American Tobacco, Wesfarmers, and BHP Group being the largest positions [8] Distribution and Income Strategy - SCHY pays a quarterly distribution rate of $1.05 per share, yielding 3.72% on a trailing twelve-month basis, and has shown annual growth in distributions since inception [10][12] - The fund is suitable for passive income strategies and can be beneficial for tax-deferred accounts like IRAs or 401(k)s [12] Competitive Landscape - SCHY is noted as the lowest-cost strategy among its peers, with a significant AUM of $1.3 billion, although it has underperformed compared to other international dividend income strategies [15] - The Global X MSCI SuperDividend EAFE ETF (EFAS) is highlighted as a top-performing peer, despite its smaller AUM of $30 million [16]
C3 Metals secures permits for upcoming drill program at Khaleesi project – ICYMI
Proactiveinvestors NA· 2025-08-23 13:42
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Is MP Materials Overvalued After Its 450% Surge?
The Motley Fool· 2025-08-23 13:35
MP Materials was in the right place at the right time, but investors may be counting on more good news than is reasonable to expect right now.MP Materials (MP -0.47%) has seen a phenomenal stock price advance over the past year, with the shares up over 450%! That was largely driven by a price move which started in May and really took off in July. That was when the United States government agreed to invest $400 million in the rare-earth element producer.There's a lot to unpack here as you try to decide if th ...
Graphite One Announces Grant of Long-Term Incentive Awards
Prnewswire· 2025-08-23 03:18
Company Overview - Graphite One Inc. is focused on developing a U.S.-based advanced graphite supply chain solution, anchored by the Graphite Creek deposit, which is recognized as the largest graphite deposit in the U.S. and among the largest globally [5] - The company aims to become an American producer of high-grade anode materials integrated with a domestic graphite resource, primarily for the lithium-ion electric vehicle battery and energy storage markets [6] Incentive Awards - The board of directors has approved long-term incentive awards for 2025, consisting of 410,000 stock options, 3,024,730 restricted share units (RSUs), and 2,441,716 performance share units (PSUs) [1] - The stock options have an exercise price of $0.81 per share, which is the closing price on August 22, 2025, and will vest in a staggered manner over three years [2] - RSUs and PSUs will convert into common shares upon vesting, with specific vesting schedules for management and directors [3] Current Share Structure - Following the grant of options, RSUs, and PSUs, the company has a total of 161,547,753 common shares issued and outstanding, along with 12,185,738 options, 8,059,260 RSUs, and 5,642,152 PSUs issued under the Omnibus Plan [4]
Goldgroup Announces Revised Terms of Non-Brokered Private Placement
Thenewswire· 2025-08-23 00:25
Core Viewpoint - Goldgroup Mining Inc. has revised the terms of its non-brokered private placement, aiming to raise up to $4,000,000 through the issuance of units consisting of common shares and warrants [1][3]. Group 1: Private Placement Details - The private placement will consist of up to 5,000,000 units at a price of $0.80 per unit, with each unit comprising one common share and one warrant [1]. - Each warrant will allow the purchase of one additional common share at a price of $1.10 for a period of 24 months from issuance [1]. - The private placement is subject to approval from the TSX Venture Exchange, and all securities will be subject to a statutory hold period of four months and one day from closing [2]. Group 2: Strategic Intent and Use of Proceeds - The net proceeds from the private placement will be primarily used for assessing and pursuing acquisition opportunities in the mining sector [3]. - The company is focused on enhancing shareholder value by potentially acquiring operating mines or strategic stakes in other mining companies [3]. - Goldgroup has been conducting due diligence on various mineral projects but has not yet completed any acquisition transactions [3].
X @Bloomberg
Bloomberg· 2025-08-22 15:54
Codelco lowered its production guidance after a fatal accident at its biggest mine hindered efforts to recover from deteriorating ore quality https://t.co/Nwc9nx1azp ...
X @Bloomberg
Bloomberg· 2025-08-22 15:40
Emirates Global Aluminium said its bauxite mining operations in Guinea will be brought to an end after its mine was expropriated by the government https://t.co/Lg2RsPgs9v ...
Vizsla Royalties (VROY.F) Conference Transcript
2025-08-21 21:10
Summary of Conference Call Records Company Overview - **Vizsla Royalties (VROY.F)**: A single asset precious metals royalty holder with its principal asset being the Canuco Project, which is part of Vizsla Silver's flagship silver and gold development in Mexico [1][2] - **Star Gold Corp (SRGZ)**: A junior mining company based in Nevada focused on the exploration and development of high-quality mineral properties [22] Key Points from Vizsla Royalties - **Investment Thesis**: The investment opportunity is based on three main aspects: 1. Upside potential as Vizsla Silver advances the Canuco Project towards feasibility and production, expected to start in 2027 [2] 2. Significant exploration upside with 93 kilometers of cumulative vein strike, of which only 8% is included in the current mine plan [3] 3. Scarcity of tier one silver assets, with no other tier one silver royalties outside of the major three royalty companies [3] - **Royalty Ownership**: Increased royalty ownership on the Panuco asset to 3.5% covering the mine plan and an additional 2% covering exploration potential [4][5] - **Financial Position**: Vizsla Silver is well-funded with approximately $200 million in cash, allowing for non-dilutive project advancement with a modest capital expenditure (CapEx) of $224 million [7] - **Resource Growth**: The Panuco project has outlined a global resource base of over 360 million ounces of silver equivalent, with significant potential for further resource expansion [10] - **Production Profile**: The mine plan indicates production of approximately 20 million ounces in the initial years, dropping to 15 million ounces over the project's life, positioning it among the largest silver mines globally [11][12] - **Valuation and Market Position**: Current trading at 1.1 times price to net asset value (NAV), with potential valuation upwards of $350-400 million based on recent comparable transactions in the royalty space [19][20] Key Points from Star Gold Corp - **Unique Financing Model**: Majority of financing comes from directors and officers, differentiating it from other junior mining companies [22][23] - **Focus on Main Zone**: Concentration on proving enough ore in the main zone to move into production, with an estimated 100,000 recoverable ounces of gold [24] - **Economic Viability**: Initial PEA conducted at $1,500 gold indicated a net present value (NPV) of $52 million, with projections over $100 million at $2,700 gold [31][32] - **Permitting Process**: Plan of operation filed on August 6, with expectations for final permits within two years, contingent on completing necessary drilling and environmental studies [28][30][33] - **Next Steps**: Focus on production water drilling and final engineering plans to expedite the permitting process [34] Additional Important Information - **Exploration Potential**: Both companies highlight significant exploration upside, with Vizsla emphasizing the potential for additional high-grade mineralization and Star Gold focusing on expanding its resource base [3][13][24] - **Market Timing**: The current market conditions for silver and gold are favorable, enhancing the potential for cash flow generation and project advancement for both companies [3][20]
New Gold Stock Hits 52-Week High: What's Aiding Its Performance?
ZACKS· 2025-08-21 18:36
Key Takeaways New Gold shares touched $5.33, fueled by strong Q2 and higher gold prices.NGD revenues jumped 41.3% in Q2 to $308M on stronger gold sales and prices.NGD posted a record $63M free cash flow and advanced the New Afton and Rainy River projects.New Gold Inc. (NGD) shares scaled a new 52-week high of $5.33 on Wednesday before closing the session lower at $5.26. The increase was fueled by rising gold prices and the company’s solid second-quarter 2025 results.NGD has a market capitalization of $4.16 ...
U.S. tariffs a "net positive" for mining industry, says Wheaton CEO Randy Smallwood
KITCO· 2025-08-21 16:22
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 ...