reports
Agnico Eagle Mines Ltd: 2 directors
A director at Agnico Eagle Mines Ltd sold 1,000 shares at 91.760CAD and the significance rating of the trade was 38/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
First Quantum Minerals Announces Voting Results for the Election of Di...
First Quantum Minerals Announces Voting Results for the Election of Directors TORONTO, May 09, 2024 (GLOBE NEWSWIRE) -- First Quantum Minerals Ltd. (“First Quantum” or “the Company”) (TSX: FM) announced that the nominees listed in the Management Information Circular for the 2024 Annual Meeting of Shareholders were elected as directors of First Quantum. In total, 698,930,219 shares were voted at the meeting, representing 83.85% of the issued and outstanding shares of the Company. Detailed results of the vote for the election of directors held at the Annual Meeting on May 9, 2024 are set ou...
Alamos Gold Inc: 7 directors
Seven Directors at Alamos Gold Inc sold after exercising options/sold 199,945 shares at between 20.750CAD and 21.200CAD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all ...
- Ben Pirie
Mining Monthly: April Edition
What you need to know: • Following a big breakout in March, gold pressed on hitting new all-time highs, however, lost steam and fell towards the end of the month up just 2% in April. Silver outperformed gold, being up 5% on the month. • Copper held its big gains from early in the month, up 13% to $4.6/lb. However, copper equities lagged, being up only 8%. • We continue to see substantial M&A activity in the sector and have consolidated some transactions as of late in Figure 1. We view M&A as a...
- Marc Lavaud
- Maxime Kogge
ODDO : The Copper Rush
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - >Our copper ...
- Marc Lavaud
- Maxime Kogge
ODDO : La ruée vers le cuivre
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) ...
First Quantum Minerals Reports First Quarter 2024 Results
First Quantum Minerals Reports First Quarter 2024 Results (In United States dollars, except where noted otherwise) TORONTO, April 23, 2024 (GLOBE NEWSWIRE) -- First Quantum Minerals Ltd. (“First Quantum” or the "Company”) (TSX: FM) today reports results for the three months ended March 31, 2024 (“Q1 2024” or the "first quarter") of a net loss attributable to shareholders of the Company of $159 million ($0.21 loss per share) and an adjusted loss1 of $154 million ($0.20 adjusted loss per share2). “The successful completion of a comprehensive refinancing package during the first quarte...
Equinox Gold Consolidates Ownership of the Greenstone Gold Mine Arrang...
Equinox Gold Consolidates Ownership of the Greenstone Gold Mine Arranges Term Loan and Bought Deal Equity Financing All dollar amounts shown in United States dollars, unless otherwise indicated. VANCOUVER, British Columbia, April 23, 2024 (GLOBE NEWSWIRE) -- Equinox Gold Corp. (TSX: EQX, NYSE American: EQX) is pleased to announce that it has entered into a binding share purchase agreement (the “SPA”) with certain funds managed by Orion Mine Finance Management LP (“Orion”) to acquire Orion’s 40% interest in Greenstone Gold Mine GP Inc., giving Equinox Gold 100% ownership of the Greenstone...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Decent Q1 production numbers in all divisions but copp...
>Good numbers in iron ore and aluminium, copper underwhelming again - Rio Tinto yesterday evening released solid Q4 production numbers, broadly in line with our forecasts, but copper remained underwhelming. In the core Iron Ore division (75% of 2024e EBITDA), production stood at 78mt, -2% y-o-y, and shipments at 77.9mt, -1% (both standing 1% > ODDO BHF), affected by planned depletion (ahead of the start-up of Western Range in 2025) but also weather disruptions at the ...
- Salome Charamalet
- Stefano Toffano
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Decent Q1 production numbers in all divisions but copp...
>Good numbers in iron ore and aluminium, copper underwhelming again - Rio Tinto yesterday evening released solid Q4 production numbers, broadly in line with our forecasts, but copper remained underwhelming. In the core Iron Ore division (75% of 2024e EBITDA), production stood at 78mt, -2% y-o-y, and shipments at 77.9mt, -1% (both standing 1% > ODDO BHF), affected by planned depletion (ahead of the start-up of Western Range in 2025) but also weather disruptions at the ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
The Pullback Finally Begins; Testing 2-Month Supports We have discussed for months that we will need to see the S&P 500 and Nasdaq 100 (QQQ) close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days in order to get more cautious. While this has not happened yet (only two consecutive days so far, yesterday and Friday), it does appear to be going in that direction as the U.S. dollar (DXY) climbs to test major $106 resistance, and amid 10- and 30-year Treasury yields breaking abo...
WM WASTE MANAGEMENT INC.
SCCO SOUTHERN COPPER CORPORATION
NGD. NEW GOLD INC.
FCX FREEPORT-MCMORAN INC.
AGI. ALAMOS GOLD INC.
TKO. TASEKO MINES LIMITED
EGO ELDORADO GOLD CORP.
K. KINROSS GOLD CORPORATION
IMG. IAMGOLD CORPORATION
JAGGF JAGUAR MINING INC.
SEA SEABRIDGE GOLD
TECK.B TECK RESOURCES LIMITED CLASS B
RSG REPUBLIC SERVICES INC.
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
WCN WASTE CONNECTIONS INC.
MUX MCEWEN MINING INC.
- Ben Pirie
EDG: 2024 Exploration Plans; Work Commencing in May
What you need to know: • EDG announced its 2024 exploration program at the Reliance Gold Project. • Plans include up to 10,000m of diamond drilling, Geochemical sampling, and geotechnical, structural, mineralogical and metallurgical studies, as well as other initiatives. • Work is expected to commence in early May, well ahead of Golden Triangle peers. • We view the pullback in EDG stock as a buying opportunity. On April 8th, Endurance Gold Corp. (EDG:TSXV) announced plans to commence 2024 exp...
- Ben Pirie
ETU: Company Update & 2024 Exploration Program
What you need to know: • ETU’s land package remains one of the largest (681km2) and most prospective in Ontario, sitting in a top mining jurisdiction in the world spanning 80km along the Porcupine-Destor Fault hosting >100Moz Au. • The Company has laid out its 2024 exploration plans, highlighting a new focus to high-grade gold showings along the eastern extent of the Hawkins zone – a high probability target for resource growth. • ETU remains to be one of the cheapest stocks and hosts one of the ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Long-Term Breakouts for Emerging & Frontier Markets The bullish outlook we initiated in early November 2023 remains intact. The S&P 500 and Nasdaq 100 (QQQ) still refuse to close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days -- and even if/when they do, important supports are close by, including at 4983-5050 on the S&P 500 and $425-$433 on QQQ (gap supports from 2/22/24). The Fed's next move is almost guaranteed to be a cut (though when it happens is up for debate). And ...
GBX GREENBRIER COMPANIES INC.
HL HANNIBAL LEASE
WLK WESTLAKE CHEMICAL CORPORATION
TRN TRINITY INDUSTRIES INC.
OEC ORION ENGINEERED CARBONS SA
KOP KOPPERS HOLDINGS INC.
BAK BRASKEM S/A ADS
MX. METHANEX CORPORATION
EDR. ENDEAVOUR SILVER CORP.
SVM. SILVERCORP METALS
FR. FIRST MAJESTIC SILVER CORP.
FVI. FORTUNA SILVER MINES INC.
PAAS PAN AMERICAN SILVER CORP.
CENX CENTURY ALUMINUM COMPANY
GATX GATX CORPORATION
KALU KAISER ALUMINUM CORPORATION
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
VVV VALVOLINE INC.
AA ALCOA CORPORATION
FSTR L.B. FOSTER CO.
RIO RIO TINTO PLC
WPM WHEATON PRECIOUS METALS CORP
NOHA NORSK HYDRO ASA ADS
AWCMY ALUMINA LTD ADS
CSTM CONSTELLIUM SE CLASS A
CDE COEUR MINING INC
PLG PULDIN LION GROUP REIT-SOFIA
- Ben Pirie
OMG: Highly Economic PEA on the Wenot Open Pit
What you need to know: • Omai announced its initial PEA on the Wenot Open Pit, reporting a highly profitable, low capex project, with substantial upside. • The PEA reported a low AISC of US$1,009/oz, IRR of 19.8%, and an after-tax NPV5% of US$556M (at US$1,950/oz Au). • The average annual production is expected to be 142Koz over a 13-year mine life, mining an average grade of 1.51 g/t Au at 92.5% recovery. • We are increasing our target price from $0.30/share to $0.40/share. This morning, O...
- Ben Pirie
Mining Monthly: March Edition
What you need to know: • Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April. • Silver and copper also had strong months up 10% and 4%, respectively. • More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets. • With precious metals taking the limelight, the rest of the...
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