Company Appointments - Barrick Mining Corporation has appointed James J. McGuire as Chief Legal and Policy Officer and Woo Lee as Chief Global Affairs Officer, both reporting to President and CEO Mark Hill [1] - Poupak Bahamin has been named General Counsel and Chief Compliance Officer while remaining on the Executive Committee [1] Executive Backgrounds - James J. McGuire brings over 30 years of legal experience, including roles as a Litigation Partner and Managing Partner at Greenspoon Marder LLP, and has a strong academic background from Harvard Law School, Yale University, and the University of Oxford [2] - Woo Lee has been with Barrick for over 11 years and previously served as Senior Vice President and Head of Government & Corporate Affairs for Asia Pacific, with a 30-year career as a U.S. diplomat [3] Company Overview - Barrick Mining Corporation is involved in the exploration, development, production, and sale of mineral properties, focusing on gold, copper, silver, and energy materials [4]

Core Viewpoint - The Schall Law Firm is investigating Northern Dynasty Minerals Ltd. for potential violations of securities laws, particularly regarding misleading statements and undisclosed information related to the company's operations and the Pebble Mine project [1]. Group 1: Investigation Details - The investigation is focused on whether Northern Dynasty issued false or misleading statements and failed to disclose critical information to investors [1]. - A Department of Justice (DOJ) brief filed on February 17, 2026, supports the Environmental Protection Agency's (EPA) veto of the Pebble Mine project in Southwest Alaska [1]. Group 2: Market Reaction - Following the DOJ brief, shares of Northern Dynasty fell by more than 39.4% the next day, indicating a significant market reaction to the news [1]. Group 3: Investor Participation - Investors who suffered losses are encouraged to participate in the investigation and can contact the Schall Law Firm for more information [1].

Company Overview - United States Antimony Corporation (NYSE:UAMY) produces antimony, zeolite, and precious metals, which are utilized in various applications including flame retardants, batteries, ammunition, and industrial processes [3] - The company's products also serve environmental cleanup, agriculture, filtration, and specialty markets [3] Investment Sentiment - Jim Cramer expressed a positive outlook on UAMY, indicating that if the company could break even and improve its performance, it would be worth holding onto [1] - Cramer noted that UAMY is a speculative investment that is currently making money, which differentiates it from other speculative stocks [3] Stock Performance - Since Cramer's comments, UAMY's stock has increased by 51.5% [4]

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 operates with a team of experienced and qualified news journalists, ensuring independent content production [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]

Core Viewpoint - The ProShares S&P 500 Ex-Technology ETF (SPXT) is not considered to have an appealing risk/reward profile for investment, indicating a lack of anticipated upside potential [1]. Group 1: Investment Analysis - The analysis emphasizes the importance of evaluating Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investment opportunities [1]. - The author highlights a focus on underappreciated and misunderstood equities, while also recognizing that some growth stocks may justify their premium valuations [1]. Group 2: Sector Focus - The research covers a wide range of industries, with particular attention given to the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1].

Core Viewpoint - Vedanta Limited has successfully raised ₹2,575 crore through a three-year bond sale, with a coupon rate of approximately 8.95%, influenced by market volatility and geopolitical tensions [7]. Group 1: Bond Issuance Details - The bond issuance was arranged by Barclays and Citigroup and targeted institutional investors, including mutual funds [7]. - Initially, the bonds were expected to be priced at around 8.75%, but increased spreads due to geopolitical tensions and fluctuations in government bond yields led to a higher coupon rate [7]. - The transaction is structured as a three-year non-convertible debenture issuance, with the potential to raise over ₹2,000 crore if demand remains strong [7]. Group 2: Financial Position and Leverage - Vedanta has been actively issuing bonds in domestic debt markets to refinance existing liabilities and manage upcoming maturities [2][7]. - The company's leverage has remained high due to consistent dividend outflows to its UK-based parent, Vedanta Resources Limited (VRL), which relies on these payouts to service annual interest obligations of ₹5,000 crore to ₹5,300 crore [6][7]. - As of March 2024, Vedanta's net leverage was 3.2 times, slightly down from 3.4 times the previous year, but still elevated [6][7]. - Improved earnings and a reduction of net debt to ₹1.11 lakh crore in fiscal 2025, including VRL debt of ₹0.42 lakh crore, have led to a decrease in consolidated net leverage to 2.55 times in fiscal 2025 from 3.2 times in fiscal 2024 [6][7].

Travis Kalanick is making a renewed comeback, with a new company called Atoms that will focus on robotics within the food, mining and transportation industries.How Atoms will actually accomplish that remains to be seen, but it could be starting with a "wheelbase for robots" that would be further specialized for non-humanoid robots.As for his existing ghost kitchen company, that will be folded into Atoms, amid additional chatter that Kalanick could be reentering the self-driving vehicle business with an Uber ...

Uber's co-founder Travis Kalanick has launched a new venture that will focus on creating “gainfully employed robots” for the food, mining and transport industries. https://t.co/a757nASde1 ...

Core Insights - The oil market is experiencing significant disruptions, with Brent crude prices surpassing $100 per barrel due to geopolitical tensions, particularly the Iran war, leading to the largest supply disruption in history [2][18] - India's SEBI reforms are set to open a substantial institutional investment channel for precious metals, potentially directing up to $970 billion into gold and silver ETFs, which could significantly impact silver demand [6][28] - The U.S. economy is facing stagflation, characterized by job losses and rising inflation, complicating the Federal Reserve's ability to respond effectively [11][26] Oil Market Dynamics - Brent crude closed above $100 per barrel for the first time since August 2022, following Iran's declaration regarding the Strait of Hormuz [2] - The International Energy Agency announced a historic release of 400 million barrels from emergency reserves, with the U.S. contributing 172 million barrels [2] - Gulf countries have cut production by at least 10 million barrels per day, exacerbating supply issues [2] Silver Market Developments - Silver is currently trading around $84, with a significant institutional demand expected from India's mutual fund industry, which manages approximately ₹81 trillion (around $970 billion) [3][7] - The SEBI reforms allow mutual funds to allocate up to 35% of assets to non-core holdings, including precious metals, with a specific activation date of April 1 [6][10] - At various allocation rates, the estimated silver demand could reach up to 20% of total global mine supply at a 5% allocation [8] Economic Indicators - The U.S. economy lost 92,000 jobs in February, with the unemployment rate rising to 4.4%, indicating a contracting labor market [11][14] - Q4 2025 GDP growth was reported at just 1.4%, with core PCE inflation at 3.0% and PPI rising by 0.5% month-over-month [12][14] - The combination of high oil prices and stagnant job growth exemplifies the conditions of stagflation, reminiscent of the economic environment of the 1970s [15][18] Mining Industry Constraints - The silver mining industry is facing significant structural constraints, including declining ore grades and a lengthy mine development timeline of approximately 15.7 years [21][24] - Major silver producers like Fresnillo PLC have reduced their production guidance, indicating a lack of responsiveness to rising prices due to geological and regulatory challenges [20][22] - The ongoing moratorium on new mining concessions in Mexico, which accounts for 25% of global silver supply, further complicates the supply situation [22][24] Future Outlook - The combination of India's SEBI reforms, the inability of the mining industry to respond to price signals, and the current stagflation environment suggests a tightening supply-demand balance for silver [26][28] - The current silver price does not yet reflect the potential impact of institutional investments or the rising costs associated with $100+ oil [28] - The structural supply-demand imbalance is expected to persist, driven by geological constraints and regulatory factors, rather than short-term price fluctuations [25][27]

Core Viewpoint - Rio Silver Inc. is advancing its Maria Norte Project in Peru and believes it is in its strongest operational position in history [1] Recent Developments - The company has achieved significant milestones including community engagement, permitting initiatives, metallurgical optimization, and access preparation for the Maria vein system [2][3] - These milestones reflect the company's disciplined strategy to develop a silver-dominant project in a historic mining district in Peru [3] Management Commentary - The President and CEO emphasized a methodical approach to overcoming barriers such as community engagement and permitting, leading to a stronger operational position [4] - The company is focused on a capital-efficient development strategy and aims to unlock long-term value from the project [4] Recent Operational Milestones - Key operational milestones include: - Permission to commence site activities - Progress toward formal community authorization - Advancements in access preparation and portal planning - Ongoing metallurgical optimization to refine processing flowsheet design - Engagement with local stakeholders and regional authorities - Technical programs supporting staged development planning [8]